Post-Moore law period industry of integrated circuits

PCB     |      2021-10-14 09:26

Table of Content

1. The “post-Moore era” of the world’s integrated circuit industry is coming

2. Two major industrial models have become mainstream, and the trend of industrial integration is obvious

3. Serving the manufacturing industry has become a new direction for the development of the integrated circuit industry

4. The transfer of the world’s integrated circuit industry continues the “flying goose model”

 

Abstract:The integrated circuit industry is a strategic and basic industry for national economic and social development, the core and foundation of the electronic information industry, and an important symbol of a country’s economic development, technological development, and national defense strength. Due to the wide application of integrated circuit products in various fields of the national economy such as computers, mobile communications, consumer electronics, semiconductor lighting, and automobiles, the integrated circuit industry has become an important pillar of the information industry. Driven by the strong market demand and the development of science and technology, the integrated circuit industry has a strong momentum of development. The decision to build an innovative country and speed up the cultivation and development of strategic emerging industries. The powerful integrated circuit technology and industry will provide China with an important support and foundation for proactively striving for global economic development and competition in the post-financial crisis era.

 

 

1. The “post-Moore era” of the world’s integrated circuit industry is coming

After more than 60 years of development in the circuit industry, the industrial technology chain continues to develop and change, the industrial structure is gradually refined, and the division of labor is becoming more and more detailed. The integrated circuit manufacturing link still follows Moore’s law to move forward rapidly, and the research of leading technology that continues Moore’s law is still a global hot spot. Since the invention of the integrated circuit, the chip has indisputably become the basic form of electronic circuit integration. When integrated circuit manufacturing gets closer to the limit of Moore’s Law, global semiconductor products will enter an era of meager profit, which will have a significant impact on my country’s integrated circuit manufacturing and packaging and testing industries. How to improve the productivity and cost efficiency of my country’s integrated circuit manufacturing and packaging and testing industries so as to enhance the overall industrial competitiveness has become a topic of greatest concern to my country’s integrated circuit companies. In the post-Moore era, the development of my country’s integrated circuit industry will further increase the requirements for integrated circuit design and reliability testing. Through vertical integration, the industry’s supply chain system will be utilized, and business models will be innovated to obtain higher yields, productivity and the fastest Time to market to achieve rapid and sustainable development of the industry.

 

2. Two major industrial models have become mainstream, and the trend of industrial integration is obvious

Since the 1950s and 1960s, the integrated circuit industry has gradually developed from a small scale to a very large scale now. The entire integrated circuit product has also undergone a process from on-board system to on-chip system. In this historical change, the world integrated circuit industry has undergone three changes in its industrial structure in order to adapt to technological development and market demand. The first change: the development of the initial stage of the industry dominated by processing and manufacturing; the second change: the separate development of foundry factories based on manufacturing and processing and integrated circuit design companies that focus on design; the third change: the emergence of “four The integrated circuit industry of “separation of industries” refers to the situation where the design, manufacturing, packaging, and testing industries operate independently.

With the rapid development of integrated circuit industry technology, the technological advantages that manufacturers have relied on in the past have gradually disappeared. Every integrated circuit company masters the same process technology at roughly the same time. The mastery of system design know-how has replaced the mastery of process technology, which has become the difference between various integrated circuit companies. In the face of new changes and challenges, it is inevitable to choose new integration relationships and production models. How to refine and decompose functions such as R&D, design, manufacturing, and marketing, to find more advanced production models, to meet the needs of the local market, and to achieve continuous reorganization of the system has become a major issue of common concern for today’s global integrated circuit companies.

 

3. Serving the manufacturing industry has become a new direction for the development of the integrated circuit industry

The service trend of the manufacturing industry is the inevitable result of socio-economic development and technological progress. With the development of society and technological progress, the status of service elements in enterprises is becoming more and more important, and the service resources required by enterprises are gradually increasing. With the development of information technology, companies have deepened their awareness of the importance of “customer satisfaction”. More and more companies no longer only focus on product production, but design the entire life cycle of products, which will make the service link in the manufacturing value chain The role of China is getting bigger and bigger. Enterprises are transforming into service providers in a certain sense, and output servicing has become one of the development trends of today’s manufacturing industry.

In the current global market environment of homogeneous competition and oversupply, the added value of integrated circuit product processing and manufacturing is getting lower and lower, and the high-end value-added link of integrated circuit manufacturing is to the service life cycle of product development, design, operation and maintenance, etc. Transfer. Promoting the service-oriented integrated circuit manufacturing industry has become a major trend in the global integrated circuit manufacturing industry. In the context of the in-depth development of economic globalization and new breakthroughs bred by technological innovation, the integrated circuit industry is developing towards globalization, lean, synergy, and service-oriented development, and is transforming from a “production-based” to a “service-based”. From the construction of “hard capabilities” to the improvement of “soft power”, economic development centers on the value of “product manufacturing” to “service experience”.

 

4. The transfer of the world’s integrated circuit industry continues the “flying goose model”

Wild Goose Model Theory: According to the technology gap theory, the “Goose Model” of industrial development is used to describe the process of the emergence and development of a particular industry in a rising country. For example, the development of a certain industry follows the three stages of transferring from import to domestic production and then to export, using the dynamic evolution model of “import-domestic production (import substitution)-export” to be transmitted from country to country. Since the growth of products in this industry has gone through three stages: import-domestic production-export, this process is drawn into a graph with a curve, with the horizontal axis as the age and the vertical axis as the market coordinate chart. These three stages are just like Three wild geese are flying.

Relying on the huge market demand, low production cost, abundant human resources, stable economic development and superior policy support and many other advantages, China has become a major country in the manufacture and consumption of integrated circuits, and Asian manufacturing has to some extent Replaced by “Made in China”. The development and progress of the integrated circuit industry is not only related to technology, but also involves the transformation of business philosophy, the transformation of development models, and the innovation of development paths. It is an overall and strategic huge system project. We have reason to believe that a full understanding of the laws of industrial development, a complete and effective industrial development policy support system and industrial planning will play an important role in realizing the healthy development of China’s integrated circuit industry.