On March 4, the National Two Sessions officially opened. Li Keqiang, Premier of the State Council, Liu He, Vice Premier of the State Council, Zhang Ying, member of the National Committee of the Chinese People's Political Consultative Conference, and others mentioned "integrated circuit", "chip" and other keywords. In addition, several representatives from the upstream and downstream enterprises of the chip industry chain, such as Huahong Hongli, Xuzhou Bokang, GAC, Chang'an Automobile, Haide Group, were selected in the list of deputies to the National People's Congress and members of the CPPCC. Several deputies to the National People's Congress and members of the CPPCC made suggestions on topics such as chip design, automobile chips, artificial intelligence chips, integrated circuit materials, and integrated circuit talent training.

Key words of political proposal: new nationwide system, independent and controllable

one

The State Council: improve and give full play to the new nationwide system and develop the integrated circuit industry

On March 5, the opening session of the first session of the 14th National People's Congress was held. Premier Li Keqiang, on behalf of the State Council, made a report on the work of the government to the General Assembly and outlined the priorities of the government's work this year.

With regard to the development of science and technology industry, Li Keqiang said that science and technology policy should focus on self-reliance, improve the new national system, give full play to the organizational role of the government in tackling key core technologies, and highlight the dominant position of enterprises in scientific and technological innovation.

Li Keqiang pointed out that we should speed up the construction of a modern industrial system, focus on the key industrial chain of manufacturing, and focus on high-quality resources to jointly promote key core technologies.

The measures for the development of science and technology industry to give full play to the advantages of the new nationwide system and establish a key mechanism with enterprises as the main body also appeared at the symposium held by Liu He, Vice Premier of the State Council, on the 2nd of this month in Beijing to investigate the development of integrated circuit enterprises.

Liu He stressed that the development of the integrated circuit industry must give full play to the advantages of the new nationwide system and make good use of the power of the government and the market. The government should formulate integrated circuit industrial policies in line with the national conditions and the new situation, set pragmatic development goals and development ideas, help enterprises coordinate and solve difficulties, play a good organizational role in the field of market failure, guide long-term investment, give preferential policies to domestic talents without discrimination, give real national treatment to foreign experts, and help enterprises speed up the introduction and training of talents.

At the same time, we must attach great importance to giving full play to the important role of market power and industrial ecology, establish a mechanism for tackling key problems with enterprises as the main body, and rely on entrepreneurs to realize the healthy development of the integrated circuit industry. In particular, we should be good at finding and cherishing the leading talents who have both technical knowledge and strong organizational ability, and give them full play. We must always adhere to international cooperation, make more friends, expand openness, and firmly maintain the stability of the global industrial chain supply chain.

two

Zhang Ying, member of the National Committee of the Chinese People's Political Consultative Conference: Promote high-quality independent development of integrated circuits

Zhang Ying, member of the National Committee of the Chinese People's Political Consultative Conference, deputy director of the Shanghai Municipal Economic and Information Commission, and deputy chairman of the Shanghai Municipal Party Committee of the Peasants and Workers' Party, brought a Proposal on Promoting the High-quality Autonomous Development of Integrated Circuits.

According to the China Industry News, Zhang Ying mainly put forward four suggestions:

First, focus on promoting "collaborative development of manufacturing and design". The maturity of chip manufacturing process requires the design enterprises to jointly research and develop and share risks. It is suggested to launch the "manufacturing and design" collaborative guidance project, strengthen the technical research of EDA, key manufacturing equipment and other key products, focus on high-end general-purpose processors, car chip and other key products, develop special policies to guide localized streaming, and increase subsidies; Give full play to the advantages of advanced process lines in Shanghai and Beijing, guide domestic AI chip design enterprises and Shanghai wafer factories to achieve process adaptation, process upgrading, and capacity tilt, and give key support at the national level to build Shanghai into a domestic supply base for high-end chip production capacity.

Second, focus on promoting the development of independent and controllable IP for integrated circuits. IP is the core of chip design. It is recommended to launch the national integrated circuit IP strong foundation project. First, strengthen the construction of integrated circuit IP core trading platform, seize the opportunity to obtain more IP assets from the international market; The second is to increase the support for key IP such as key chip basic unit library, memory IP, interface IP, and support the realization of SoC process, core and other technologies; Third, seize the development opportunity of the new instruction set RISC-V, support the construction of independent RISC-V full-series processor IP library in Shanghai, Beijing and other advantageous regions, and support the computing power demand in the era of intelligent Internet of Things.

Third, we should focus on promoting AI's digital empowerment of integrated circuits. It is suggested to launch the national AI enabling integrated circuit pilot project. First, promote EDA enterprises to strengthen the application of AI technology, realize the improvement and innovation of design capabilities, support the building of a full-process EDA platform, and introduce more AI technology into point tools; Second, support the application of AI technology of domestic equipment, especially measurement and detection equipment, strengthen the acquisition and analysis of manufacturing data, and improve the yield and efficiency; The third is to support AI's analysis and support of the chip supply chain, and support the economy and reliability of the supply chain.

Fourth, focus on promoting the continuous improvement of integrated circuit ecology. In view of the characteristics of intelligent, capital-intensive and talent-intensive integrated circuit industry, it is suggested to launch the integrated circuit industry ecological improvement project. First, strengthen cross-department and cross-organization cooperation, and prosper the integrated circuit industry ecology by sharing resources, solving common problems in the industry, and reducing enterprise access threshold; The second is to increase support for intellectual property institutions, and support the industry to "grow up in more orderly fusion and grow up in less disorderly fission" through professional services such as infringement identification and proof, patent transaction license, etc; Third, we should strengthen the training of talents, support more universities to set up first-level disciplines of integrated circuits, strengthen the construction of modern industrial colleges, promote the joint training of industry and education, and give key support to the training of industry and education in Shanghai and other IC talent gathering areas; Fourth, we will increase support for integrated circuit service enterprises, and further enliven the "specialized and special" service integrated circuit enterprises by combining the factors such as the endowment of the subdivided industry and the big data of credit, through the compliance and flexible methods such as "R&D deduction" and "different rights for the same share".

three

Deng Zhonghan, commander in chief of "Starlight China Core Project": in the post-Moore era, continue to build an ecosystem of self-reliance and self-reliance

Academician Deng Zhonghan, member of the National Committee of the Chinese People's Political Consultative Conference and the commander in chief of the "Starlight China Core Project", said that in the post-Moore era, we should face the cutting-edge technology field, continue to promote high-quality innovation, seize the opportunity to "overtake in the corner" and "overtake in the lane", open up and develop new fields and new tracks, and build a self-reliant ecosystem.

"A new round of scientific and technological revolution and industrial transformation is reshaping the global innovation landscape, and core technology standards have become the commanding heights of scientific and technological innovation." Deng Zhonghan called for occupying the commanding heights in the field of new technologies, especially subversive and strategic technologies. Government departments and leading scientific and technological enterprises should further strengthen the construction of core technology standards, and at the same time, they should reach broad consensus in the whole society.

With regard to the talent issue that is the most concerned in the field of science and technology, Deng Zhonghan believes that it is necessary to build a stable and high-level talent team by thoroughly implementing the strategy of strengthening the country with talents and gathering talents from all over the world. He said that in the post-Moore era, there has been a shortage of scientific and technological talents in China. According to data, around 2022, the talent gap is 744500, of which the high-end talent gap is more than 40000. At present, there is not only a lack of leading and backbone talents, but also a lack of general engineering and technical talents.

Although the government departments attach great importance to talent work and constantly introduce relevant plans for talent training, talent training needs time and the full cooperation of the whole society. In his view, in addition to colleges and universities strengthening talent training, scientific and technological enterprises and other innovative entities also undertake the corresponding talent training work. Therefore, it is necessary for government departments to release more policy "dividends" related to enterprises and talents to drive the continuous emergence of high-level innovative talents from the source.

four

Sun Dongming, Institute of Metals, Chinese Academy of Sciences: Suggest relevant departments to accelerate the autonomous and controllable process of localization of key core technologies

Sun Dongming, a deputy to the National People's Congress and a researcher at the Institute of Metal Research of the Chinese Academy of Sciences, said: "At this year's National People's Congress, based on the practice and thinking in the process of implementing the transformation of scientific and technological achievements, I will put forward suggestions on opening up the" last mile "of the scientific and technological innovation industry chain. It is suggested that relevant national departments should accelerate the autonomous and controllable process of localization of key core technologies to achieve the integrated development of innovation chain, industry chain and market chain."

It is reported that Sun Dongming, combining with his work practice, has put forward suggestions to support Shenyang in building an innovative highland for advanced materials and intelligent manufacturing, building a national research center for materials science, establishing a regional innovation base for microelectronics, and formulating national talent introduction and management policies in recent years, which have received the attention and positive response of relevant departments.

It is reported that Sun Dongming led his team to produce a "small and strong" miniature semiconductor cooler: on a device less than a dime in size, the temperature difference between the front and back of the device can exceed 100 ℃ at the moment of power-on. Last July, the high-performance micro semiconductor temperature controller was successfully launched with a rocket and satellite developed by the Chinese Academy of Sciences, and the first 500 km in orbit verification of domestic temperature control devices was achieved.

five

Xie Shanghua, Vice Chairman of the CPPCC Sichuan Provincial Committee: Incorporate integrated circuits and software into the "strong foundation plan" of the college entrance examination

On March 4, Xie Shanghua, member of the National Committee of the Chinese People's Political Consultative Conference (CPPCC) and vice chairman of the Sichuan Provincial Committee of the Chinese People's Political Consultative Conference (CPPCC), revealed in an interview with Cailian News Agency that this year's two sessions of the National People's Political Consultative Conference will submit a "proposal on accelerating the legislation of China's" Chip Promotion Law ".

She suggested that we should speed up the process of chip legislation, implement the chip power strategy, adhere to the one-game strategy of the whole country, focus on the advantageous resources, occupy all the advantages, and the advantageous enterprises to jointly tackle key problems, jointly coordinate, and jointly carry out the development layout, so as to prevent the blind development; Accelerate continuous investment and promote joint research on key core technologies; We will strengthen policy support and create a good environment for the development of integrated circuits.

He also suggested to speed up talent cultivation, implement the strong foundation plan for integrated circuit talents, incorporate integrated circuit and software into the "strong foundation plan" for the college entrance examination, set up a separate enrollment index for integrated circuit master and doctoral students, and implement special training plans such as "3+2" undergraduate and postgraduate integration, "3+4" undergraduate and postgraduate integration, and "2+3" postgraduate and doctoral integration, Support qualified colleges to cultivate complex high-end talents with integrated circuit and software cross-application in a unconventional way; Establish and improve the flexible talent introduction mechanism for integrated circuits, and attract top experts and scholars in the field of chips and integrated circuits to the world.

six

Liu Zhongfan, academician of the Chinese Academy of Sciences: to overcome the chip bottleneck, colleges and universities rush to build an integrated circuit college to be discussed

At this year's National "Two Sessions", Liu Zhongfan, member of the National Committee of the Chinese People's Political Consultative Conference, vice chairman of the Central Committee of the Jiusan Society, and academician of the CAS Member, brought a proposal on building a college of integrated circuits in colleges and universities.

In recent years, the cultivation of integrated circuit talents and the construction of integrated circuit colleges in China have become the focus of attention from all walks of life. According to the data, as of May 2022, China has built up 29 national integrated circuit talent training bases, national demonstration microelectronics colleges and integrated circuit industry-teaching integration innovation platform universities. At the same time, we will continue to strengthen the construction of relevant disciplines and set up "interdisciplinary" categories, "integrated circuit science and engineering" first-level disciplines, etc. It can be expected that more colleges and universities will join in the construction of integrated circuit colleges and related disciplines in the future.

In response, Liu Zhongfan said that promoting the establishment of "integrated circuit colleges" and strengthening the construction of relevant disciplines in colleges and universities is the strategic layout to solve the "bottleneck" problem of China's chip industry, which is worthy of recognition, but it is necessary to grasp the "degree" and not rush forward.

Liu Zhongfan suggested that the construction of the IC College should be based on the long-term and forward-looking layout, focusing on cultivating innovative and compound talents, and avoiding the low-level repetitive construction. Some top universities such as 985 and 211 should strengthen the construction of chip-related disciplines, focusing on training top talents, leading talents and interdisciplinary talents in the chip field, aiming at the high-tech competition in the chip field in the future, rather than solving the current "card neck" problem.

Liu Zhongfan also suggested that we should cultivate leading enterprises in the chip field, create a sustainable "core and shell" chip industry ecology, and avoid the "core making movement" of steel smelting. Liu Zhongfan believes that the fundamental way to solve the "bottleneck" problem in the chip industry is to cultivate leading enterprises with international competitiveness. Under the new country-wide system, the government should take full advantage of policy advantages, user advantages, capital advantages and talent advantages, and take the lead in promoting the research of key technologies, key materials, key processes and key equipment, so as to create an efficient industry-university-research collaborative innovation system with Chinese characteristics.

In addition, Liu Zhongfan also suggested that the country should focus on its goals, build a leading enterprise, and avoid wager-like investment and low-level disorderly competition. We should promote the construction of "core and shell" chip industry ecology with leading enterprises as the core from the policy level, support many "specialized and special" small and micro enterprises to form the "shell" of chip industry, and build a strong impact resistance and sustainable development of the whole chain chip industry ecology. It is suggested to set up the "Science and Technology Innovation Fund for Small and Medium-sized Enterprises in the Chip Industry", expand the scale of the "one novelty" type of technology innovation group, promote the fine division of labor in the chip industry, and create a flourishing Chinese chip industry tree.

Industry keywords: domestic substitution, photoresist, three-and-a-half generation, etc

one

Zhang Suxin, Chairman of Huahong Group, said that the relevant departments of the state should form a more effective joint force in industrial strategy

Zhang Suxin, deputy to the National People's Congress and secretary of the Party Committee and chairman of Shanghai Huahong (Group) Co., Ltd., said that the current integrated circuit industry is at a stage of high competition. He suggested that relevant national departments should more effectively form joint forces in the strategic positioning, strategic promotion and strategic implementation of the industry.

"Form more consensus, gather more effective resources, and promote 'independent and controllable' long-term development." He said that autonomy and controllability are different things, and suggested that in some cases, the formulation of relevant policies should give priority to controllability over autonomy.

Integrated circuit enterprises are very capital-intensive, talent-intensive and technology-intensive industries. Zhang Suxin said that the biggest challenge is manufacturing, because the production line is a heavy asset and requires huge capital investment. It is suggested to solve and improve the relevant capital investment mechanism.

Another suggestion of Zhang Suxin relates to the construction of talent team. He said that high-tech industries such as integrated circuits need to rely on large-scale high-level talents. He suggested improving the scale reserve and training path of talent team.

two

Fu Zhiwei, Chairman of Xuzhou Bokang: Strive to build the "core" highland of semiconductor industry

Fu Zhiwei, deputy to the National People's Congress and chairman of Xuzhou Bokang Information Chemicals Co., Ltd., said that he would put forward suggestions on accelerating the pace of domestic substitution in the semiconductor field and building an independent and controllable industrial chain.

"We hope to introduce relevant policies to further refine the domestic industrial chain and provide precise support to the industry." Fu Zhiwei said that as a participant in the field of integrated circuits, there is a certain distance between China's semiconductor industry and foreign countries at present. With the increasingly high requirements of the semiconductor industry for localization and substitution, how to strengthen the industrialization of large countries, improve the overall level of China's semiconductor industry, and strive to build the "core" highland of the semiconductor industry is the issue to be considered at present.

On the domestic photoresist track, Xuzhou Bokang has achieved full coverage of the "monomer - resin, photoacid - photoresist" industry chain. In the past ten years, Xuzhou Bokang has completed the international sales of medium and high-end semiconductor photoresist materials and gradually established a comprehensive, independent and controllable photoresist supply chain.

It is reported that the monomer, as the original carrier of the exposure and development function of the photoresist, directly determines the performance of the photoresist, with the cost accounting for 60-80%. Fu Zhiwei introduced that Shanghai Bokang, the predecessor of Xuzhou Bokang, has been developing monomers since 2005, and has mastered the advanced technology of monomer purification, which can control the metal ion impurity content of monomers below 1 ppb.

three

Feng Xingya, General Manager of GAC Group: Vigorously improve the application rate of domestic chips and accelerate the improvement of supporting measures for automobile chips

Feng Xingya, deputy secretary of the Party Committee and general manager of GAC Group, a deputy to the National People's Congress, plans to submit seven proposals, including automobile consumption, domestic chip application, new energy vehicle power exchange mode, smart driving vehicle development, as well as carrying out pilot joint venture between Chinese and foreign law firms, and accelerating the construction of Guanghe high-speed railway project.

Feng Xingya suggested that while hoping to boost auto consumption, we should vigorously improve the application rate of domestic chips. First, we should speed up the guidance of industrial transformation from the policy level, promote the research and development and application of "neck" and high-end chips, and increase policy incentives. We should study and introduce incentives for the entire industrial chain of domestic chips in the research and development end, application end and auto consumer end of chips; The second is to accelerate the improvement of supporting measures for automobile chips, improve the application guarantee mechanism of automobile chips, and improve the technical specifications and test standards in the subdivided fields.

In terms of autonomous driving, Feng Xingya suggested that legislation on autonomous vehicle should be included in the next five-year legislative plan, and a special legislative working group should be set up as soon as possible to explore and formulate a special law on the commercial operation of autonomous vehicle. Affirm the legal status of autonomous vehicle at the legal level, clarify the special rules for the commercial operation of autonomous vehicle, and give priority to improving various subject liability issues under the commercial operation of autonomous vehicle. Through legislative exploration and institutional construction, China's automobile industry has been helped to take the lead in the global wave of information and intelligence.

In terms of intelligent connected vehicles, Feng Xingya believes that the commercial application of intelligent driving vehicles needs sufficient data accumulation and scene training. However, at this stage, there are obstacles to the data collection of intelligent driving vehicles, and the algorithm upgrade and iteration are blocked. In this regard, its suggestions are as follows: firstly, the state should moderately release the authority of the scene and geographical data that need to be collected for intelligent driving vehicles, and allow auto companies to collect the common scene data that do not involve national security and national secrets within the scope of compliance, and the state can strengthen the corresponding supervision; The second is to make overall plans for all regions to release the expressway and expressway test scenarios as soon as possible, support pilot cities to take the lead, match the needs of intelligent driving road test, and improve the construction of management supporting elements in the road test process.

four

Zhu Huarong, Chairman of Chang'an Automobile: Strengthen the technical breakthrough of next-generation power battery and chip

During the two sessions of the National People's Congress this year, Zhu Huarong, the deputy of the National People's Congress and the secretary and chairman of the Chang'an Automobile Party Committee, suggested that the healthy and coordinated development of new energy vehicles should be guaranteed from the four aspects of users, enterprise development, industry development and industrial safety.

According to the China News Network, Zhu Huarong pointed out that the development of new energy vehicles is the only way for China to move from a big automobile country to a powerful automobile country. The scale of China's new energy vehicle market has been the first in the world for 8 consecutive years. However, facing the future, there are still many challenges to further develop from big to strong, which need to be solved by the top-level planning and system at the national level. Its suggestion is to speed up the construction of charging and replacement infrastructure and alleviate users' anxiety about energy supplement. We will promote the standardization of power batteries and strengthen the technical research of next-generation power batteries and chips. The policy focuses on the middle-end market and promotes the continuous optimization of China's new energy vehicle market structure. We will accelerate the development and distribution of lithium resources and other mineral resources both internally and externally.

In terms of charging and power exchange infrastructure, Zhu Huarong suggested that, in accordance with the principle of moderate advance, accelerate the construction of a multi-level energy supplement network integrating slow charging, (ultra) fast charging and power exchange, and moderately increase support for ultra-fast charging and power exchange. It is suggested to explore the mode of sharing private stakes, and realize multi-vehicle and one-stake, time-sharing, and adjacent parking space sharing, so as to alleviate the energy supplement anxiety.

In addition, he suggested to promote the standardization of power batteries and unify the voltage, shape, installation position and interface. In terms of core technology, it is suggested to improve the whole-process support policy from scientific research achievements to commercialization based on the marketization mechanism, stimulate the vitality of innovation subjects, and ensure the healthy and stable development of the new automobile industry.

In terms of key raw materials, Zhu Huarong suggested that domestic enterprises should introduce relevant policies to encourage enterprises with technical and financial strength to accelerate the detection and development of high-quality lithium resources in China. In foreign countries, encourage and guide domestic mineral resources enterprises, vehicle enterprises, battery cell enterprises and other market entities to carry out the strategic layout and development of overseas lithium and other mineral resources in various ways.

five

Li Biao, Chairman of Haite Group: Give more support and support to compound semiconductor enterprises

Li Biao, deputy to the National People's Congress and chairman of Haite Group, pointed out from the perspective of private integrated circuit manufacturing enterprises that the second-generation and third-generation compound semiconductor manufacturing enterprises are the scarce resources of the national integrated circuit industry, and the private enterprises undertaking compound semiconductor wafer manufacturing are an important part of the development of the national integrated circuit industry.

Therefore, Li Biao suggested that due to the long construction cycle of the compound semiconductor manufacturing industry and the difficulty in tackling key technical problems, some enterprises are in a long-term loss state, and the need for the state to formulate special policies targeted. For example, when issuing the support policy of "stabilizing the chain and strengthening the chain", the characteristics of compound semiconductor wafer manufacturing enterprises should be fully considered, and support and support should be given in selecting leading enterprises, undertaking major national projects and taxation.