Shulou(Shulou.com)11/24 Report--

Under the tide of the shift of the focus of the global integrated circuit industry, China's integrated circuit industry chain has gradually matured, and a large number of wafer manufacturing and packaging and testing enterprises have been put into production, providing a guarantee for the development of the domestic integrated circuit design industry. Since 2019, the demand of domestic enterprises for the localization of chip supply chain is increasing day by day, especially the projects related to Xinchuang industry have entered the stage of large-scale implementation. according to the data of Haibi Research Institute, the actual scale of China's Xinchuang ecological market is 161.7 billion yuan in 2020 and is expected to reach 800 billion yuan in 2025. Ningbo Aura Semiconductor Co., Ltd. ("Aura Co., Ltd.") is committed to the research, design and sales of analog chips and digital-analog hybrid chips. The company's clock chip products as supporting chips have been selected into the domestic CPU reference design related to Xinchuang industry represented by Godson Zhongke and Feiteng Information, and the company's chip products will fully benefit from the further development of domestic alternative trends. It is beneficial to be adopted by terminal equipment manufacturers.

With the continuous development of economy, China has become the largest electronic equipment production market in the world, which has given rise to a huge demand for integrated circuit devices, and the growth rate continues to be exuberant. According to the statistics of China's import and export customs, the amount and quantity of China's integrated circuit imports have been increasing continuously over the years, and the total import value exceeded 380 billion US dollars in 2020, making it the largest import commodity. According to the China Semiconductor Association, the self-sufficiency rate of China's analog integrated circuits in 2020 is about 12%, much lower than the overall self-sufficiency rate of 30% of China's integrated circuits in 2019.

The field of analog chip industry is very subdivided, involving a large amount of R & D resources and time, with high technical barriers. In recent years, there have been constant international trade frictions, and some countries have tried to restrict the development of China's semiconductor industry chain by means of trade protection. In the field of high-performance clock chips, it has been imported for a long time, and high-performance clock chips are indispensable key chips for information and communication equipment, computing equipment and other important equipment. International trade frictions have enhanced the local manufacturers' awareness of self-controllable chip supply and domestic substitution, which makes the domestic market put forward an urgent demand for the "autonomy, safety and controllability" of domestic chips. it also provides a good market opportunity for China's high-performance clock chip industry to realize import substitution.

The integrated circuit industry is a basic, key and strategic industry in the national economy. as one of the basic and core industries of the modern information industry, it plays an important role in ensuring national security. it is an important symbol to measure the degree of modernization and comprehensive national strength of a country or region. In order to further speed up the development of the integrated circuit design industry, the state has issued a series of financial, tax, intellectual property protection and other policies to provide a favorable policy environment for integrated circuit design enterprises. The introduction of a number of documents reflects China's determination to vigorously improve the technology of the integrated circuit industry and solve the bottleneck of national economic and social construction and industrial technology. With the great attention and strong support of the state, the chip design industry has also ushered in an unprecedented development opportunity, and the whole industry is showing a trend of rapid improvement in technical level and rapid development in scale. At present, the products of overseas leading enterprises still occupy most of the global integrated circuit market, but local enterprises have made breakthroughs in some segments, and the market space is huge.

In the future, the replacement of chip localization is imperative and the process will be accelerated, and the chip enterprises dominated by Aurra shares will also usher in a new development opportunity.

Welcome to subscribe "Shulou Technology Information " to get latest news, interesting things and hot topics in the IT industry, and controls the hottest and latest Internet news, technology news and IT industry trends.