A Simple Analysis of the Development of the World Integrated Circuits

Since the 1950s and 1960s, integrated circuit products have gradually evolved from small-scale integrated circuits to today's ultra-large-scale integrated circuits. The development of the entire integrated circuit products has experienced the traditional on-board system to on-chip system processes.

In this historical process, the world's integrated circuit industry has experienced three changes in order to adapt to technological development and market demand. The first revolution is the primary stage of the development of the integrated circuit industry dominated by processing and manufacturing; the second change is the separation and development of foundry-based companies focused on manufacturing and processing and integrated circuit design companies that focus on chip design; The "integrated industries" integrated circuit industry emerged, which formed a situation in which the design, manufacturing, packaging, and testing industries operated independently.

In 1956, Japanese economists proposed the "geese model" of industrial development to describe the process of the emergence and development of a particular industry (such as the 19th century Japanese cotton spinning industry) in the latter part of the country. The development of an industry follows the three stages of transfer from acceptance to domestic production and then to export, and the dynamic evolution according to the model of “import-domestic production (import substitution)-export” will be conducted between countries and industrialization. Latecomers will follow the lead of industrialization. Since the growth of the product in this industry has experienced three stages from import-domestic production-export, if this process is plotted as a graph, on a graph with the horizontal axis as the chronological axis and the vertical axis as the market, these three The stages are like three wild geese flying.

In the past half century, the world’s integrated circuit industry experienced two “expansion” industries: for the first time in the late 1970s, “expanded” from the United States to Japan, creating Fujitsu, Hitachi, Toshiba, NEC and other worlds. The top IC manufacturers; the second time in the late 1980s, South Korea and Taiwan became the main force of the integrated circuit industry. After the United States and Japan, South Korea became the third semiconductor industry center in the world.

Global industry "expanding" provides opportunities for China to expand its industrial scale, and the strategic adjustment of multinational integrated circuit companies to the "fab" model also brings development opportunities to China's integrated circuit industry: European, American, Japanese and South Korean manufacturers will increasingly focus on their own The core technology, and the gradual transfer of non-core technology. Under the background of the eastward movement of technology, integrated circuit design companies in Taiwan and mainland China will all benefit in the long term. In particular, IC design companies in mainland China will make greater progress in the future.

At present, China has become a major manufacturing and consumption country of integrated circuits and a certain degree of manufacturing in Asia due to the huge market demand, low production costs, abundant human resources, and stable economic development and superior policy support. It is being replaced by "Made in China." In the future, with the development of global integrated circuit manufacturing technologies and changes in manufacturing costs and other conditions, as well as the upgrading of China’s IC industry’s technological capabilities, integrated circuit traditional manufacturing industry will show a trend of “expanding” the industry again, from China, etc. Developing countries have gradually "expanded" themselves from developing countries.

The development of the IC industry is not only related to technology, but also involves the transformation of business concepts, the transformation of development models and the innovation of development paths. It is an overall and strategic huge system project, and we have reason to believe that the development of the industry Full understanding of the law, a sound and effective industrial development policy support system and industrial planning will certainly play an important role in promoting the healthy development of China's integrated circuit industry.