Nansha: When the world semiconductor industry chain is reshaped

21st Century Business Herald Reporter Ni Yuqing Guangzhou Report

To build a dream south, the sand becomes a tower, and Nansha is becoming the new lighthouse of the semiconductor of the Guangdong -Hong Kong -Macao Greater Bay Area.

From June 25th to 26th, at the 2022 China · Nansha International Integrated Circuit Industry Forum hosted by the CSR Consultation, Nansha New Pollowing the "Strong Core Nine Articles" policy, from major projects, corporate financing, improved the integrated circuit industry chain, subsidies, subsidies Enterprise productive electricity consumption and support enterprises have supported 9 aspects, including car regulatory certification.

Just in mid -June, the State Council issued the "Guangzhou Nansha Deepening the General Plan for the World's All -in -World" (hereinafter referred to as the "Nansha Plan"). Build a major strategic platform for the Bay Area, Cooperation Hong Kong, Macao, and the world.

At the beginning of the map, Nansha has a unique location advantage. It is located in the geographical center of the Guangdong -Hong Kong -Macao Greater Bay Area. It is 38 nautical miles in Hong Kong, China, and 41 nautical miles in Macau, China. International Airport. Today, the hot land of Nansha, its name is more like a metaphor. This is a gold mine that carries a national strategy and enjoys policies and attracts global talents.

It is particularly noteworthy that the "Nansha Plan" takes the "Construction of Science and Technology Innovation Industry Cooperation Base" as the first of the five major tasks. As a core technology highland, semiconductor and integrated circuits have also become a strategic emerging industry for Nansha's focus on layout. Just one month ago, on May 17, nine major projects related to the semiconductor integrated circuit industry signed a centralized contract in Nansha, Guangzhou, involving a total investment of 30 billion yuan and an annual output value of 63 billion yuan.

A number of semiconductor companies told the 21st Century Business Herald that the intensity of investment promotion policies, the degree of talent aggregation, and the ability of the terminal market are the direction that companies value. Some people in the industry have pointed out that Nansha is providing entrepreneurial "garage" to entrepreneurs, reducing comprehensive costs, and retaining more talents.

Of course, the semiconductor industry still requires long -term investment and scientific layout. In the Greater Bay Area at the moment, many important areas such as Guangzhou, Shenzhen, and Zhuhai are in hand.

The boom and opportunity of the automotive industry chain

"In fact, the main purpose of my (attending) is to chase chips." Chen Yudong, president of Bosch Chinese, said in the forum. The shortage of car chips is evident. As a major town of the automobile manufacturing industry, Guangdong is building a new ecology under the challenge of the supply chain.

One of the great advantages of Nansha is the automotive industry chain, which has huge demand for chips. This is also an important direction for Nansha to cut into semiconductors.

Xinmou Consulting pointed out that from the data point of view, the output value of the automobile industry in Nansha District exceeded 100 billion in four consecutive years. In 2021, the output value of the automobile manufacturing industry reached a record high, reaching 154.855 billion yuan, a year -on -year increase of 16.4%. In July of this year, the second phase of the GAC Toyota New Energy Vehicle Capacity Vehicle Capacity Expansion Project will be put into production, which will promote the annual overall vehicle output of Nansha District to exceed 1 million vehicles.

At the same time, the Nansha District has formed an industrial gathering. Nansha District has introduced projects such as core agglomeration, south sand wafers, Xiaoma Zhixing, Yixing Intelligent and other projects. It covers the entire industrial chain such as "design-substrate-out-of-extension-manufacturing-seal testing-application", becoming one of the few domestic gathers in the entire industry chain of silicon carbide, and it is also the only third-generation semiconductor industry in China. The chain is a semiconductor and integrated circuit industry gathering area.

At present, car companies have more urgent demand for car chips. On the one hand, under the influence of core and epidemic, car companies are strengthening the capacity of the upstream industrial chain. Zeng Qinghong, chairman of GAC Group, said that since 2022, GAC has been affected by the shortage and the epidemic. From January to June, there are gaps in 160,000 vehicles and 33,000 chips in the second quarter. And the chip of integrated circuit. With the coordination and support of the national and provincial and municipal governments, the gap loss of 147,000 vehicles was restored.

On the other hand, under the trend of new automotives, the importance of chips is increasingly prominent. According to market research company data, the self -sufficiency rate of Chinese automobile chips in 2021 is still less than 5%. "The competition of the intelligent track will become the key to the next car industry to create core competitiveness. The demand for the chip of electric vehicles is more than twice that of fuel vehicles, and the demand for smart cars is the 8-10 of traditional cars. Double, various chips such as intellectual calculations, storage, communication, power, sensor and other types of chips have developed rapidly. The value of automobile semiconductors has increased from 300 dollars in 2010 to $ 475 in 2020. It is expected that the chip value of a car by 2030 will reach $ 600. As the sales of smart new energy vehicles increase rapidly, the demand for chip will continue to grow. It is expected that the chip will still be short in the past two years. "Zeng Qinghong talked.

Earlier, Guangzhou has formulated the "Several Measures for the" Steady Chain Supplementary Chain Strong Chain "in Guangzhou to support automobiles and core components". The industry scale reached 1.5 trillion yuan, and Zeng Qinghong said that GAC reached 1 trillion.

More automobile industry chain companies are also attracted by Nansha. Chen Yudong told the 21st Century Business Herald reporter that Bosch China is considering the implementation of the research and development and manufacturing center in South China. The specific planning plan is under negotiation.

Reshape the differentiated industrial chain

In recent years, the national layout of the semiconductor industry has been carried out. For Nansha, how to differentiate has become an important issue. At the policy level, Nansha has continuously launched the new policy. According to Dong Ke, the head of the Nansha District, the chip project has landed in Nansha. In addition to enjoying the national policy dividend and the "four -chain" integration policies, it can also enjoy the latest "strong core nine" policies.

As a key measure to promote the high -quality development of the semiconductor and integrated circuit industry chain, Nansha has formulated the "Support Measures for the Development of the Guangzhou Nansha New District (Free Trade Zone) to promote the development of semiconductor and integrated circuit industry (that is, the" strong core nine ").

For example, the newly introduced integrated circuit manufacturing enterprise provides a total investment of 10%and a maximum of 300 million yuan. According to the actual investment of the public service platform of the enterprise, it will be given a one -time subsidy of up to 30 million yuan; according to the actual current of the enterprise; according to the actual current of the enterprise The cost of the film is 50%, and the maximum subsidy is given up to 20 million yuan.

For how Nansha combined with regional characteristics of the semiconductor industry, Gu Wenjun, chief analyst of the Consolidate Consulting Consultation, talked in an interview with the 21st Century Business Herald. The first must be carefully planned and scientifically planned. Development can fill the country's blank, and then can have a foothold field on the international stage, rather than moving brick -type construction.

Second, there must be big projects. In addition to the semiconductor of compounds, Nansha should have a layout in the field of integrated circuits with larger semiconductor, and large manufacturing projects are very important. Third, attract more international high -end talents. At this time, if you dig it in China, it will only have a bad impact on the domestic industries, and more international talents will be attracted.

In Zeng Qinghong's view, the Guangdong -Hong Kong -Macao Greater Bay Area has the opportunity to become the third pole of my country's integrated circuit industry. He made three suggestions.

One is to speed up cross -bank integration and innovation in the Bay Area. Auto companies in the Bay Area are increasing the layout of chip investment. GAC is willing to cooperate with chip companies in the fields of research and development, production, and testing. Co -developing and growing.

Second, the automotive industry cluster gathered in the Bay Area in the future will help absorb core components to set up AB -to -point supply here, especially chip sealing and testing factories. GAC has 280 supporting facilities in Shanghai.

The third is the formation of "industry -university -research" in the Greater Bay Area. Through the establishment of the Greater Bay Area Chip R & D Center, it is difficult to control technical difficulties.

The semiconductor industry in the Guangdong -Hong Kong -Macao Greater Bay Area has risen to build the third pole of the national integrated circuit industry. Guangzhou Nansha is becoming a new star.

The process of tracing the chip manufacturing process was originally evolved from sand. Today, "sand" is in the south, becoming a new chip business in the Guangdong -Hong Kong -Macao Greater Bay Area. At the Pearl River Estuary, Nansha met with Qianhai and shook hands with Hengqin to jointly plan the semiconductor highland.

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