Professor Wei Shaojun, Chairman of IC Design Branch of China Semiconductor Association, with the title of "Pragmatically promote the continuous progress of the design industry", this article introduces the development of the design industry in 2021 in more detail, as well as the analysis of the development quality of the design industry, and shared the Some thoughts and suggestions of my own. According to the sales situation of the industry, the sales of the whole industry in 2021 will reach 4,586.9 billion yuan, an increase of 201% from 3,819.4 billion yuan in 2020, and a decrease of 37 percentage points from the 238% of the previous year.

In December, the annual meeting of IC Design Branch of China Semiconductor Industry Association was held in Wuxi, Jiangsu. Professor Wei Shaojun, Chairman of IC Design Branch of China Semiconductor Association, with the title of "Pragmatically promote the continuous progress of the design industry", this article introduces the development of the design industry in 2021 in more detail, as well as the analysis of the development quality of the design industry, and shared the Some thoughts and suggestions of my own.

Summary: Overview of the Design Industry

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The sales of the design industry were 458.69 billion yuan, a year-on-year increase of 20.1%.

According to the industry sales situation of BAT54CWT1, the industry-wide sales in 2021 will reach 458.69 billion yuan, an increase of 20.1% from 381.94 billion yuan in 2020, and a decrease of 3.7 percentage points from 23.8% in the previous year. Calculated at an average exchange rate of 1:6.5 between the US dollar and the RMB, the annual sales will reach about 70.57 billion US dollars, and its share in the global integrated circuit product sales is expected to increase.

In terms of sales area, the Yangtze River Delta occupies nearly half of the market share, the Pearl River Delta is close to 20%, followed by the Beijing-Tianjin-Bohai Sea Rim, and the central and western regions.

The growth rates of the top ten cities all exceeded 60%, with Jinan and Tianjin growing the fastest.

Which city is growing the fastest? According to statistics on the IC design industry in major cities, except for Shenzhen and Hong Kong, the design industry in other cities has seen positive growth, said Professor Wei Shaojun. Jinan ranked first with an increase of 193.9%, and Tianjin ranked second with an increase of 120.0%; the design industries of the top ten cities all increased by more than 60%.

The largest chip business in Beijing, Shanghai and Shenzhen

Among them, Shanghai, Beijing, and Shenzhen are the cities with the largest chip business and continue to occupy the top three. The sales of the design industry in Hangzhou, Wuxi, Nanjing and other places have exceeded 30 billion yuan, and the industry scale of other cities is more than 10 billion yuan. The total industrial scale of the ten cities across the country reached 432.69 billion yuan, accounting for 94.3% of the entire industry, down 2.5 percentage points from 96.8% in 2020. The enrollment rate of the "Top Ten Cities" reached 11 billion yuan, an increase of 27.4 billion yuan over 2020.

The sales of 413 companies exceeded 100 million yuan, an increase of 124 over last year

According to Professor Wei Shaojun, in 2021, 413 companies will achieve sales exceeding 100 million yuan, a year-on-year increase of 42.9%, higher than 289 companies. The total sales amounted to 413, with a total sales of 328.83 billion yuan, an increase of 23.79 billion yuan over the previous year's 305.04 billion yuan, accounting for 71.7% of the industry's total sales, a decrease of 8.2 percentage points compared with the previous year's 79.9%.

In terms of personnel changes in design companies, there are 32 companies with more than 1,000 employees, an increase of 3 compared with last year; 51 companies with 500-1,000 employees; compared with last year, an increase of 9; the number of employees is 00 -500 people, 376, an increase of 91 over the previous year, and 83.7% of the total number of small and medium-sized enterprises are micro-enterprises with less than 100 employees, a total of 2,351, an increase of 489 over the previous year.

In 2020, there will be about 21,000 employees in my country's chip design industry, with a per capita output value of 2.076 million yuan, or about US$319,000, and a significant increase in per capita labor productivity.

In terms of product distribution, in addition to the three major categories of communications, smart cards, and computers (including artificial intelligence), the sales volume declined significantly, and the performance of the three major industries of multimedia, navigation, analog, power and consumer electronics all increased. Sales of simulation circuits increased by 230.5% to 54.14 billion yuan; power circuits increased by 152.8% to 29.15 billion yuan; consumer chips increased by 94.2% to 206.58 billion yuan.

As far as corporate mergers and capital markets are concerned, as of the opening of the annual meeting, seven chip design companies have been listed on the Science and Technology Innovation Board this year, raising a total of 12.09 billion yuan. As of December 1, the total market value of these two companies reached 2,230.2 billion yuan. So far, a total of 42 companies have been listed on the main board, SME board, ChiNext board, and Science and Technology Innovation Board, raising funds of 44.66 billion yuan. On December 1, 2020, the company's total market value reached 1,831.76 billion yuan.

The development of China's integrated circuit industry is diverse

Has a complete product system

Through years of hard work, especially with the support of the National Nuclear High-Based National Science and Technology Major Project, my country's integrated circuit product system has been continuously enriched and improved, becoming one of the most complete chip product systems in the world. It is not only the field of low-end chips that has strong competitiveness, but also the passive situation of completely relying on foreign products in the field of high-end chips.

Domestic IC products involve digital, analog, digital-analog hybrid, radio frequency, power, computing, storage, and all fields, such as interfaces, even in electronic design automation tools (EDA), intellectual property cores (IP cores), etc. Accumulation provides necessary support for the development of design enterprises. At present, the development of China's IC products has gone through the stage of "from scratch", and is walking on the road of "from good to good" and "from excellent to excellent".

Continuously improve the design level and innovation ability.

In the past ten years, the design level of my country's integrated circuit design industry has been greatly improved. my country's design enterprises not only have the ability to design advanced process nodes such as 5nm, but also have the ability to design complex analog chips.

It can not only develop a central processing unit (CPU) in the von Neumann computing structure, but also design a high-performance graphics processing unit (GPU); it can not only develop the world's leading artificial intelligence chips, but also climb the peak of intelligent driving chips.

Not only has accumulated rich experience in basic circuit design technology, but also has the ability to lead innovation in the field of software-defined chip architecture.

Near-memory computing chips designed through 3D hybrid welding technology are expected to play a key role in the next-generation computing architecture.

Strong application expansion capability

Facing the world's largest and dynamic market, Chinese chip design companies have unique advantages. In the past, our chip design technology could not meet the needs of customers. In many cases, it could only play the role of "spare tire" and could not provide support for our customers' product innovation.

Today, our design company has a relatively comprehensive capability, and while supporting the downstream, it has begun to actively strive for the innovation of the final application. Take a look at the variety of innovative electronic products that are emerging in the Chinese market, and then take a look at the chips. You must know that after several years of development, we have gone from passively following the trend to actively serving customer innovation, and even leading innovation in certain fields, we have taken a proud and solid step.

Continuous improvement of industrial ecology

We are concerned not only with the attitude of customers towards us, but also with the changes in the market, but also with the upstream changes in the industrial chain. The design industry is an industrial segment directly facing the application market, and has its own uniqueness to the importance of ecology.

A few years ago, while enjoying the convenience brought by globalization, we were frustrated by the unwillingness of downstream users to introduce our products, or the harsh criticism of our products.

In recent years, after artificially stabilizing the global semiconductor supply chain, we have the opportunity to become a partner of domestic and foreign machine and application companies. The majority of design companies are constantly adjusting their own positioning, and with the wave of global supply chain restructuring, they are gradually adapting to and integrating into a brand-new ecological environment, making full preparations for future development.

Challenges remain formidable

thoughts and advice

In short, in 2021, China's integrated circuit design industry has overcome various difficulties and achieved gratifying results, ushering in the first year of the "14th Five-Year Plan". It is the result of a joint effort by all.

The "14th Five-Year Plan" is the key five years for China's integrated circuit industry to lay a solid foundation and achieve greater progress. As the main force in providing integrated circuit products to the market, we shoulder a great responsibility and a glorious responsibility.

Therefore, while we are rejoicing for the excellent results achieved this year, we must maintain a strong fighting spirit and a clear mind, work hard, continue to work hard, and contribute our strength to the development of China's integrated circuits.