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Overcoming the global epidemic affects the development of China's smart chip industry

April 16, 2020 00:44 Source: "China Social Sciences", April 16, 2020, 1908th author: Li Xianjun Liu Jianli

　　Chip, especially smart chips, is the core of supporting new economic development and investment in new infrastructure。The global popularity of this new crown pneumonia epidemic，It is a big test for the completeness and competitiveness of the intelligent chip industry chain of various countries，It also further highlights the importance of smart chips in global economic development。my country will further overcome the impact of the global epidemic，Grasp the "window period" for further promoting the development of the intelligent chip industry，Accelerate the layout of the industrial chain，Further construct a relatively complete intelligent chip industry system，High -quality development supporting my country's economy and society。

　　The epidemic in the new crown pneumonia delays the recovery of the global smart chip industry，It even caused further shrinkage of the industry。Solid storage and mobile phone、PC and other terminal demand has slowed down and the impact of global trade friction，The global semiconductor market sales in 2019 are 412.1 billion US dollars，decreased by 12.1%year -on -year，New lows in 10 years of growth。With the global popularity of the new crown pneumonia，Generally speaking，Affected by the epidemic，Although the proportion of the intelligent chip industry in the structure will increase，But the probability of decline in the overall scale is extremely high，International research institution IDC expects，The possibility of a sharp shrinkage of the global semiconductor industry's revenue in 2020 is close to 80%。

　　The epidemic situation affects the high heterogeneity on the main link of bet365 best casino games the global intelligent chip industry chain。The epidemic has greatly affected normal international trade and resource circulation，It also caused a huge impact for the intelligent chip industry with high segmentation of the industry chain。bet365 best casino games (1) Upstream equipment manufacturing enterprises are dragged down by downstream demand，Ordering and operating income are affected。For example, the Dutch Optical Equipment Giant ASML reduced the revenue expectations in the first quarter of 2020，reduced the revenue forecast of about 1/4，and canceled the $ 20 billion stock repurchase plan; material suppliers are greatly affected，Especially in this field of controlling the control of the United States and Japanese companies, the impact of the epidemic on transportation and demand，Also faces Japanese and Korean trade friction、impact of Sino -US trade friction，Some Japanese companies have re -deployed globally to consolidate their position on the industrial chain。(2) Chip design Enterprise is less affected by the epidemic，The remote office after home isolation reduces the impact of the epidemic to a certain extent; the manufacturing enterprise is an environment that requires a high cleanliness，The living environment required by the epidemic is highly consistent，The industry's production is relatively smooth。but，With the great popularity of the global epidemic，The isolation and restrictions of flow policies adopted by various countries affect silicon tablets、Light -engraved glue、Covering the membrane、Electronic gas、Transportation of materials such as wet chemicals，The continuity of related enterprises will be greatly affected; sealing and testing companies belong to industries with relatively high human investment in the intelligent chip industry chain，The influence of the epidemic will be more obvious，It will have a systemic impact on the supply cycle of the smart chip。Generally speaking，Design -Manufacturing -Sealing and Testing Chain Direction by the front -end design enterprise，In the case where short -term demand is insufficient，Design Enterprise Investment Investment Investment is restricted by the financial ability of the enterprise。(3) Terminal consumer goods manufacturing enterprises are the most direct influence，Economic slowdown and personnel and traffic control，Affected both bet365 best casino games demand and supply。For example, apple、Samsung, etc., have delayed the release of new products。

　　To cope with the impact of the epidemic，The main producers have implemented a series of actions that support the development of the smart chip industry as soon as possible。March 25, 2020，The American Semiconductor Industry Association (SIA) released the "Global Equity Related Related to the Semiconductor Industry and New Crown Pneumonia"，Call the US government to ensure the orderly production of the US semiconductor industry。At the same time，SIA actively cooperate with the US Department of Homeland Security，regarding the semiconductor industry as a key industry，Ensure that it will not be affected by the control measures and control measures of the epidemic。Intel、Micron and other major American chip companies have not been significantly affected，and SIA calls on the United States to establish a stronger domestic industrial chain support，And take more stringent curb measures for Chinese smart chip companies such as Huawei。Japanese local epidemic control effect is better，but stimulated by the friction of Japan and South Korea in 2019，Japanese companies have begun to relocate local chip material companies to South Korea，The tightness of the Japanese and Korean industry chain is further strengthened。Due to the influence of chip manufacturers in local and Southeast Asia due to the influence of the epidemic in the epidemic, there have been multiple suspension incidents，South Korea has strengthened the management of workers' health，In February 2020, chip exports achieved 9.4%of the rebellious growth。Generally speaking，my country's smart chip industry resume work earlier，Basically realized the orderly production during the epidemic。According to Wind data,，In February 2020, the export volume and export amount of integrated circuits in my country reached 47.44%and 56.75%，and the growth rate of imports and imports of imports also reached 58.81%and 56.33%, respectively，is the biggest single -month increase in history。

　　The epidemic affects bet365 best casino games the global intelligent chip industry chain while affecting，It also further highlights the importance of the chip industry in economic and social development。my country must use its own time -leading time advantage in the prevention and control of the epidemic，Increase policy support，Accelerate the layout of the industrial chain and technical breakthrough in key areas，Curzy overtaking in certain industrial links，Increase the degree of autonomy of the industrial chain。

　　First, increase strategic attention and policy support，Take multiple measures to effectively ensure the security of the chip industry chain。U.S. priority development policy for the smart chip industry，Highlights the United States' hopes to continue to maintain a global hegemonic position in the high -tech field。Recently, the Trump administration has also strengthened the restrictions on exports of high -tech products such as semiconductors in China，Existing contradictions in domestic incompetence、The short -term factor effect of obtaining the support supported by the election，The essential reason is still the continuation of the strategy of curbing strategies in China's emerging technology field。For this，China needs to continue to adhere to the policy of supporting the priority development of the smart chip industry at the national level，Increase the support for the development of smart chips。To adhere to "fair competition、Separation of Assets Enterprises，Prevent the United States to attack my country's industrial policy on an excuse for government protection; to advocate global industrial cooperation and technological cooperation，Maintain the order of international economic cooperation in the special period; we must adhere to the principle of consolidating the foundation of the technical root，Focus on supporting the basic technology and common technologies of smart chips; based on the principle of autonomy and controlling，firmly improve the independent industry chain，Preventing the space for independent innovation with "trade technology" or joint venture model; pay attention to corporate cooperation innovation，Guide the benign Bet365 lotto review competition and cooperation of enterprises，Make up the industrial shortcomings and optimize the industrial layout。

　　The second is to speed up the material、Breakthrough in the field of design and manufacturing，Gradually overcome the "Card Neck" link made by core equipment。The International Semiconductor Industry Association released the latest report on April 2 to point out，2019 global semiconductor material market sales decreased slightly (-1.1%)，and China is the only main market that maintains growth，my country's market share in the field of materials continues to maintain growth。We must continue to keep in related materials, especially electronic gas、Fast breakthroughs in wet chemicals and other aspects，Keep key materials from being subject to people，Do not affect production due to the epidemic。According to the data of the China Semiconductor Industry Association，2019 my country's integrated circuit industry sales are 756.23 billion yuan，increased by 15.8%year -on -year。Where，Design industry sales are 306.35 billion yuan，year -on -year increased by 21.6%; manufacturing sales were 214.91 billion yuan，increased by 18.2%year -on -year; sales and testing industry sales were 234.97 billion yuan，increased by 7.1%year -on -year。The favorable situation of the prevention and control of the epidemic in my country，Strive to greater development space with time，Especially to improve the supply capacity of high -end chips，Improve my country's global influence in the intelligent chip industry。other，From the middle and long term，To increase investment in national funds and industrial investment funds，The R & D and application of supporting key core equipment and materials，Reduce the degree of foreign dependence of the industrial chain，The degree of controlling the indexing link of the manufacturing link。

　　Third is to make good use of my country's oversized market advantages and new infrastructure investment opportunities，Cultivate the consumer market with domestic alternative。Judging from the historical process of the development of the Japanese and Korean semiconductor industry in the United States，The restrictions on the consumption bet365 live casino games power of Japan and South Korea's local market are one of the reasons for its difficulty to respond.。my country has 1.4 billion people、Total consumption of more than 5 trillion yuan，It can provide a huge depth market for smart chips。At the same time，With the advancement of "new infrastructure"，5g、UHV、Intercity High -speed Railway and Rail Transit、New energy vehicle charging pile、Big Data Center、Artificial Intelligence、Industrial Internet, etc. related to future social development、A large number of smart chips with technical forward -looking infrastructure，This provides strong domestic market support for the development of my country's smart chip industry。other，The intelligent chip industry system is very complicated，From equipment、Material、All links manufactured to the application need to meet the corresponding standards and compatibility issues，This pair of post -developed enterprises form a high threshold and market barriers。To further improve the smart chip industry chain system，The important prerequisite is to have a real consumer end and usage scenario，my country's oversized domestic market can provide this convenience。To purchase further、Promoting domestic chips in enterprise -level applications、Operating system and related equipment，Provide effective practical support for smart chip innovative technical lines。

　　Fourth is to grasp the evolution of the intelligent chip industry，Grasp cross -generation innovation opportunities。After entering the 10nm process，Classic physics has difficulty explaining the laws of atomic micro physics world，Manufacturing process and material use also faces unprecedented difficulties。With the production of chips to 7nm、5nm、3nm process conversion，Moore's Law is facing the possibility of the end。In fact，This may require the transformation and innovation from classic physical theory to vector physics theory，It also needs to be manufactured in precision、Breakthrough in the fields of material chemistry，Especially for basic chemistry、Physics、bet365 live casino games Knowledge and accumulation in the fields of machinery and other fields，Promote the integration of basic research and industrial manufacturing，Improve the level of factoryization of related materials。To make up for my country in smart chip devices、Material、Design、Manufacturing and other links in the shortcomings，You need to grasp the evolution of the intelligent chip industry industry，Seize the opportunity of future theoretical innovation，Excellence in the inter -generation opportunity period。

　　(Author Unit: Institute of Industrial and Economics of the Chinese Academy of Social Sciences)

Editor in charge: Changchang