In response to the acceleration of digital transformation and the rapid growth of global chip demand (the global chip market is expected to grow from $550 billion in 2021 to $1 trillion by 2030), Europe wants to become the leader of the future semiconductor market, with a core vision of achieving 20% of the world's cutting-edge and sustainable semiconductor production by 2030. In order to achieve this goal, the European Commission launched the "European Chips Act" on February 8, 2022, planning to jointly invest 43 billion euros (about 300 billion yuan) by the public and private sectors to build a prosperous chip ecosystem, significantly improve European chip design and manufacturing capabilities, and timely monitor, ** and respond to potential future ** chain disruptions, and build a resilient semiconductor ** chain. Through the introduction and implementation of the European Chips Act, the EU will unite all member states to take joint action to monitor and respond to potential chip crises in the short term, and to respond to them in close coordination (including in cooperation with like-minded countries).In the short to medium term, strengthen Europe's chip production and manufacturing capacity, support the expansion and innovation of the entire value chain, and ensure the security of the ** chain;In the medium to long term, enhance Europe's cutting-edge technology capabilities, support knowledge transfer from the lab to the factory, and position Europe as a technology leader in innovative downstream markets. In this regard, the EU will take measures to strengthen its leadership in research and technology, ensure the security of the first chain, cultivate and attract talents, strengthen future crises, and strengthen international cooperation.
Flexible chips are highly cross-integrated disruptive technologies, and during the "14th Five-Year Plan" period, the flexible chip industry has given birth to huge opportunities for scientific and technological innovation. China urgently needs to focus on the field of flexible chips, strengthen basic research and original innovation, master core technologies, accelerate the cultivation of disruptive technological changes and group technological breakthroughs, and provide a solid foundation and support for the strategy of strengthening the country.
At present, China's breakthrough in flexible chip technology allows flexible chips to achieve real mass production, which can be described as a big step in the field of local semiconductor technology, after all, this has made China close the gap with foreign advanced technology in flexible electronic technology. In the next step, technologies such as flexible sensors and flexible batteries will become the next focus on the field, such as flexible sensors, which are still in the initial stage of development, and need to solve multiple challenges such as form, circuit fusion, and information processing, which need to be completed by experts in different fields.
Chart: Market size of China's flexible chip industry from 2021 to 2023
Data**: Puhua Research Institute, China Research Institute.
According to the analysis of the "2023-2028 Domestic Chip Industry Development Trend and Development Strategy Research Report" of the Central Research Institute, the flexible chip industry is currently in the application stage, and the technical performance is not yet mature, but the growth rate of the industry is relatively fast, and the market size of China's flexible chip industry will reach 29 in 20232.7 billion yuan, the market is good.
The enlightenment of the U.S. "Chips Act of 2022" to China's chip industry:
China is the world's largest chip importer, with an average annual import value of mid-to-high-end chips exceeding US$200 billion, and a chip consumer market of more than US$1 trillion, making it the most important sales market for global chip companies. As a latecomer in the development of the chip industry, although China has a relatively long board in chip design and other links, there are absolute shortcomings in chip manufacturing, material equipment, mobile operating systems, especially electronic design automation (EDA) design and computer operating systems. Therefore, on the basis of the current reality of the development of the semiconductor industry, China should learn from the development experience of the United States, do a good job in long-term scientific development planning, formulate stage strategic goals, and focus on breaking through the difficulties from the aspects of policies and regulations, talent training, international cooperation, and improving innovation capabilities, so as to improve the international competitiveness and discourse power of China's chip industry.
1.Introduce industrial policies and regulations in a timely manner
The existing relevant policies and norms are mainly some policy documents, most of which are encouraging measures, lack of mandatory and binding force, and need to be supported by strong policies and regulations. China should concentrate resources and strength, accelerate the introduction of relevant industrial policies and regulations, and use high-level policies and regulations to ensure the development of the chip industry. In the regulations, various measures can be stipulated to promote industrial development, such as the establishment of special subsidies for R&D or talents, increasing the amount of tax reduction, broadening the financing channels for enterprise R&D, and increasing the amount of loans, etc., to strengthen the basic research, high-tech research and key core technology research of the chip industry. At the same time, the support of industrial policies and regulations can also form a good and stable investment environment to attract more investment and technology into China's semiconductor industry.
2.Introduce talents and attach importance to the construction of talent training mechanism
In view of the fact that most of the existing talents in China's chip industry are concentrated at the level of technology application, resulting in too few talents studying algorithms, chips and other underlying systems, and mainly relying on foreign high-end talents to achieve technological breakthroughs, it is necessary to take measures to cultivate high-tech talents from the following aspects. The first is to vigorously introduce talents in the chip industry and formulate policies to give preferential treatment to the introduction of talents. Formulate differentiated talent introduction policies in developed regions, and tilt in terms of salary, tax incentives, family placement, housing security, share awards, career development planning and skills training, gather global talents in different process links, and form a depression to attract high-precision semiconductor talents.
The second is to strengthen the cultivation of local talents. First of all, in the setting of subjects in colleges and universities, combined with the current international development situation and the actual needs of domestic industries, practical courses and practical Xi are set up to cultivate practical and compound high-level professionals. Secondly, we should strengthen the construction of professional faculty, and invite well-known experts at home and abroad to teach professional and practical courses. Finally, to promote the combination of production, education and research, universities and research institutions can strengthen cooperation with relevant enterprises and reach an agreement with the needs of enterprises in practice.
3.* It is necessary to give better play to the advantages of resources and promote international cooperation
* It can use its own advantages to gather resources, build a broad platform for international cooperation and exchange, provide a good development environment for international cooperation, and also create more jobs and stimulate domestic economic development. Continue to seek cooperation with developed countries or regions in the chip industry, open up the market, and expand the scope of cooperation. **Give more support in terms of funds and channels, and encourage scientific research institutes and enterprises to carry out high-level, international technical exchanges and training platforms.
4.Encourage enterprises to continue to improve their independent R&D and innovation capabilities
The first is to break through the international barriers and technology monopoly, formulate policies to support high-quality leading enterprises, increase cluster construction, establish a long-term cooperation mechanism, concentrate on forming core competitiveness and overall joint force, and overcome the core "neck" technology, so as to drive the development of the entire industrial chain. The second is to create a good institutional environment and intellectual property protection policies, encourage independent research and development brands to go global, and avoid the risk of infringement liability in the form of patent layout. The third is to encourage relevant institutions and personnel to continue to play an important role in the international market, keep up with international development trends, participate in the research and formulation of international standards and policies, and continuously enhance China's international status and industrial competitiveness in the field of semiconductors. AI assistant creation season
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