我国集成电路产业发展的竞争态势与对策研究

杨道州; 苗欣苑

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科研管理 ›› 2021, Vol. 42 ›› Issue (5) : 47-56.

论文

我国集成电路产业发展的竞争态势与对策研究

杨道州¹，苗欣苑²，邱祎杰³

作者信息 +

A research on the competition and countermeasures of the integrated circuit industry development in China

Yang Daozhou¹, Miao Xinyuan², Qiu Yijie³

Author information +

文章历史 +

摘要

集成电路产业是电子信息工业的基础，也是支撑我国国民经济发展的战略性产业与先导性产业。中美贸易摩擦在加剧产业竞争态势的同时也为我国集成电路产业的发展带来了全新的机会窗口。文章运用产业创新系统的分析框架，剖析了我国集成电路产业当前所面临的竞争态势，在此基础上提出了相应的应对策略。研究认为：坚持系统观念与原创导向打通从基础研究到产业实践的技术发展路线、完善产业政策支撑体系与服务体系、充分发挥制度优势集中突破薄弱环节、以龙头企业为中心引领创新链发展进而形成现代化创新网络体系等策略是我国集成电路产业突破“卡脖子”困境，增强国际竞争力的重要途径。

Abstract

As the core foundation of the modern electronic information industry, the integrated circuit industry is a strategic and pioneering industry that supports China′s economic and social development and safeguards national security. It is also a key force to promote the transformation and upgrading of China′s high-tech manufacturing industry and achieve high-quality development. China′s integrated circuit industry development road is tortuous, although in recent years under the joint efforts shows a tendency of the high-speed growth, but there is still the key link of industrial chain multiple missing or weak competitiveness, core technology and core products are heavily dependent on imports. At present, it is also facing restrictions and blockades imposed by Western developed countries led by the United States. All this has had positive and negative effects on the development of China′s integrated circuit industry. On the one hand, China′s integrated circuit industry is facing a huge challenge and has entered a difficult historical transition period. On the other hand, the state attaches great importance to the IC industry and supports it with unprecedented strength. The historical transition period is also a precious development opportunity period.
This paper, on the basis of reviewing the existing research, studies the integrated circuit industry in China according to the theory of sectoral system of innovation, which include such four systems as the knowledge technology, policy, system environment and innovation network. Based on this framework, this paper studies the current competition faced by the integrated circuit industry in China under the new situation in four dimensions. In the dimension of knowledge and technology, this paper probes into the technical basis of IC industry design, manufacturing, packaging and testing, as well as special equipment and special materials. In the dimension of policy system, this paper analyzes the national strategic guidance and industrial policy system. In the dimension of institutional environment, it analyzes China′s institutional advantages, market scale advantages, the current international situation and industrial ecology. In the dimension of innovation network, this paper analyzes the relationship between enterprises, universities, research institutes and government.
Finally, based on the above analysis results, the strategies are proposed that should be adopted for the development of China′s IC industry at the present stage. At present, facing the unprecedented challenge and development opportunity, the integrated circuit industry in China need to consolidate technical foundation, perfecting the policy system, optimize the institutional environment, guide the innovation network system and other measures to intervene in the induction of industry development, with national will and market forces to promote industrial growth, rising industry international competitiveness. The following corresponding strategies will be put forward for the development of China′s IC industry under the new situation according to the competitive situation analysis framework of the IC industry constructed above.
The research finds out that by adhering to the concept of system and original orientation, adopting basic research technique and technology development route of industrial practices, the IC industry should perfect the industrial policy support system and service system, explore actively the existing framework of emerging tools, give full play to the advantages of the system, concentrate on making breakthrough in the weak links, strengthen the cooperation with the industry in the United States, center on the leading enterprises which lead the innovation chain development, and form modern innovation network system. These are the four coping strategies for China′s IC industry to break through the dilemma it is facing, and to enhance its international competitiveness.

导出引用

杨道州, 苗欣苑, 邱祎杰. 我国集成电路产业发展的竞争态势与对策研究[J]. 科研管理. 2021, 42(5): 47-56

Yang Daozhou, Miao Xinyuan, Qiu Yijie. A research on the competition and countermeasures of the integrated circuit industry development in China[J]. Science Research Management. 2021, 42(5): 47-56

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