As the Two Sessions of China in 2024 are in full swing, the semiconductor industry once again becomes a focal point of heated discussions. As the cornerstone of modern information technology, the progress of the semiconductor industry has a profound impact on the country’s technological strength and economic competitiveness.
The recent Central Political Bureau meeting pointed out that new quality productive forces take innovation as the leading role, breaking away from traditional economic growth modes and paths of productive force development. These forces are characterized by high technology, high efficiency, and high quality, aligning with the advanced productive force quality state that fits the new development concept. From this definition, integrated circuits, artificial intelligence, high-end displays, and intelligent manufacturing all fall under the category of new quality productive forces.
Now, with the convening of the Two Sessions in 2024, new quality productive forces once again become a hot topic in the proposals of numerous entrepreneurs, National People’s Congress delegates, and Chinese People’s Political Consultative Conference members. Executives from technology companies like China Mobile, 360, TCL, ZTE, and Feiteng Information have all proposed their thoughts and suggestions on accelerating the development of new quality productive forces such as AI, integrated circuits, high-definition displays, and computing power infrastructure construction.
The semiconductor industry has been thoroughly examined in the government work reports of Beijing, Shanghai, Guangdong, and other regions, as well as in the suggestions made by delegates at the Two Sessions. Starting from government work reports and delegates’ suggestions, this text looks at the current status and future development direction of our country’s semiconductor industry, with this article focusing on government work reports.
On March 5, 2024, Premier Li Qiang, on behalf of the State Council, delivered the government work report to the second session of the 14th National People’s Congress. The information related to the electronics industry is as follows:
2023 Work Review
- The production and sales volume of new energy vehicles accounted for more than 60% of the global share.
- Substantial achievements were made in tackling key core technologies.
- Continuous innovation emerged in frontier areas such as artificial intelligence and quantum technology, introducing policies to support consumption in automobiles, home appliances, electronics, tourism, etc.
- The digital economy accelerated, with the 5G user penetration rate exceeding 50%.
Major Expected Goals for 2024
- The GDP is expected to grow by about 5%.
- More than 12 million new urban jobs are expected to be created.
- The consumer price index is expected to rise by about 3%.
- Grain production is expected to exceed 1.3 trillion jin.
- The energy consumption per unit of GDP is expected to decrease by about 2.5%.
Key Focus Areas for 2024
- Implement a proactive fiscal policy with increased intensity and improved quality and efficiency, planning a deficit rate of 3%.
- Intend to arrange 3.9 trillion yuan in special local government bonds, an increase of 100 billion yuan from the previous year.
- Plan to issue ultra-long-term special national debt for several consecutive years starting this year, specifically for the implementation of major national strategies and the construction of key areas’ security capabilities.
- Promote the optimization and upgrading of industrial chains and supply chains.
- Implement high-quality development actions for key industrial chains in manufacturing.
- Foster and expand advanced manufacturing clusters.
- Create more internationally influential “Made in China” brands.
- Actively cultivate emerging and future industries.
- Promote the integrated cluster development of strategic emerging industries.
- Open up new tracks in quantum technology, life sciences, etc.
- Deepen the innovative development of the digital economy.
- Enhance the R&D and application of big data, artificial intelligence, etc., and carry out the “Artificial Intelligence + Action”.
- Moderately build digital infrastructure in advance to accelerate the formation of a nationwide integrated computing power system.
- Promote stable consumption growth.
- Actively cultivate new growth points in intelligent home appliances, cultural and entertainment tourism, sports events, and trendy domestic products.
- Boost major consumption in intelligent connected new energy vehicles, electronic products, etc.
01
Beijing: Targeted Solutions to Address Bottlenecks in Artificial Intelligence, Integrated Circuits, and Other Fields
The Beijing Municipal Government’s work report, when discussing the key tasks for this year, clearly outlined seven specific tasks involved in accelerating the development of new quality productive forces.
These include implementing high-quality development actions for key industrial chains in manufacturing, enhancing the resilience and security level of industrial and supply chains; accelerating the advancement of major integrated circuit projects, achieving greater breakthroughs in fields such as optoelectronic integration and chiplet technology; strengthening the R&D of original innovative drugs and high-end medical devices, nurturing new growth points in biomanufacturing and other pharmaceutical and health industries; promoting the high-quality development of the new energy vehicle industry, actively planning the industrial chain of key components such as motors, batteries, electronic control, and automotive-grade chips; advancing the optimization and upgrading of the entire industry chain of ultra-high-definition video; promoting the development of strategic emerging industries like new energy, new materials, commercial space, and low-altitude economy, and opening new tracks for future industries such as quantum and life sciences; optimizing the cultivation system for specialized and new enterprises, helping more companies to grow and develop.
02
Guangdong: Advancing the Construction of Chip Projects Like Yue Core Phase III, China Resources Micro, and Guangzhou Zengxin
On January 23, at the second session of the 14th People’s Congress of Guangdong Province, the Governor of Guangdong, Wang Weizhong, made a government work report. The report specified the key work arrangements for 2024, including the following:
Deeply advancing the construction of an international science and technology innovation center and a comprehensive national science center in the Greater Bay Area, focusing on the construction of joint laboratories in Guangdong, Hong Kong, and Macao, and creating innovation highlands for industries such as 5G, integrated circuits, nanotechnology, and biopharmaceuticals. Developing emerging industries like integrated circuits, new energy storage, advanced new materials, ultra-high-definition video display, and advancing the construction of chip projects such as Yue Core Phase III, China Resources Micro, Guangzhou Zengxin, Founder Micro, etc., promoting stable production in projects like the first phase of Zhaoqing CATL and Jiangmen Zhongchuang Xinhang. Implementing action plans for five major future industry clusters, proactively planning for future industries like 6G, quantum technology, life sciences, and humanoid robots, and creating a national pilot zone for future industries. Artificial intelligence is a strategic technology leading the new round of technological revolution and industrial transformation, and it’s essential to seize the opportunities presented by this trend.
Promoting advanced industrial foundations and modernization of industrial chains. Deeply implementing major technical equipment breakthrough projects, vigorously developing high-end equipment manufacturing industries like industrial mother machines, precision instruments, and inspection and testing. Implementing strong chain projects for auto parts industries, leveraging the leading role of whole vehicle manufacturers, and expanding the industrial chain of new energy vehicles, etc. Accelerating the advancement of key core technologies that are independently controllable. Exploring Guangdong’s new national system for tackling key core technologies, striving for the national government to deploy several major scientific and technological projects and major engineering projects in the Greater Bay Area, and deeply involving Hong Kong and Macao’s scientific and technological forces in major scientific research tasks. Deeply implementing projects like “Guangdong Strong Core”, core software breakthroughs, and “Brilliant Action”, accelerating the resolution of “neck-choking” technologies.
03
Shenzhen: Foundry Semiconductor Base and China Resources Microelectronics 12-inch Production Line to be Completed and Put into Operation in 2024
On January 30, 2024, at the fifth session of the seventh People’s Congress of Shenzhen, the Mayor of Shenzhen, Qin Weizhong, delivered a government work report.
The government work report reviewed the work of 2023, mentioning that the achievements in technological innovation are inspiring. The total R&D expenditure in the whole society reached 188.05 billion yuan, an increase of 11.8%, and its proportion in the regional GDP rose to 5.81%. Huawei’s high-end smartphones returned to the market, and domestic production of extracorporeal membrane oxygenation machines and MRI equipment was realized. The transaction volume at the Qianhai Joint Exchange Center reached 130.26 billion yuan, an increase of 64.2%, and the transaction volume at the international trading center for electronic components and integrated circuits was 54.98 billion yuan.
Accelerating the development of new quality productive forces. Expand and strengthen the “20+8” strategic emerging industry clusters and future industries. Seven industry clusters including new energy, new materials, and intelligent robots achieved double-digit growth. The added value of the core industries of the digital economy exceeded 1 trillion yuan. The production of smartphones, monitors, and tablets increased by 10.2%, 16.2%, and 24.2% respectively. “18 articles” for high-quality development of new energy vehicles were formulated, with the output value of the whole vehicle manufacturing industry increasing by 85.3%, and the second phase of the Shenshan BYD Automotive Industry Park achieved vehicle roll-off. “20 articles” for electrochemical energy storage were issued, with the output value of the electrochemical energy storage industry increasing by 16.1%. Shenzhen aimed to become a pioneer city in artificial intelligence, releasing a list of 41 “city + AI” application scenarios. Implemented “20 articles” for the low-altitude economy, promoting the issuance of the country’s first industry promotion regulation for the low-altitude economy, opened 77 new drone logistics routes, and had 610,000 cargo drone flights, ranking first in the country. Seven new industrial guidance funds were established for high-end medical devices, high-end equipment, etc.
Accelerating the advancement of new industrialization. The “Four-Chain Integration” opinions were issued to promote new industrialization, adding 3 national intelligent manufacturing demonstration factories and 2 national SMEs’ distinctive industrial clusters. Investment in high-tech manufacturing grew by 64.0%, with advanced manufacturing projects like Chongtou Tianke Semiconductor and Lidin Carrier Board and Packaging Base completed and put into operation, and 5 hundred-billion-yuan level and 10 thirty-billion-yuan level major industrial projects started. Shenzhen was selected as one of the first batches of pilot cities for the digital transformation of SMEs in the country, adding 76 “5G + Industrial Internet” projects. Accelerated the construction of 20 advanced manufacturing industrial parks, supplied 5.7 square kilometers of industrial land, started 75 “industrial upgrading” projects, and completed an investment of 35.1 billion yuan.
The government work report outlined the work arrangements for 2024, proposing: Continuous expansion and strengthening of five major trading platforms, with the annual transaction volume at Qianhai Joint Exchange Center reaching 150 billion yuan, the international trading center for electronic components and integrated circuits 80 billion yuan, and the data exchange 10 billion yuan.
Implement the energy level enhancement project for new industrial clusters, continuously improve and upgrade the “20+8” strategic emerging industry clusters and future industry systems, issue and implement the 2.0 version of planning policies, with the added value of strategic emerging industries exceeding 1.5 trillion yuan and growing by more than 7.0%, promoting the iterative upgrade of pillar emerging industries such as network and communication, intelligent terminals, and ultra-high-definition video display, seizing the new opportunities in industries like new energy, intelligent connected vehicles, low-altitude and aerospace economy, building a new generation of world-class automobile cities, and accelerating the improvement of industries like semiconductor and integrated circuit manufacturing, biopharmaceuticals, industrial mother machines, high-end precision instruments and equipment, and industrial software, nurturing new growth points in future industries like intelligent robots, synthetic biology, brain science and health, cell and gene, quantum information, etc. Implement the industrial investment acceleration and quality improvement project, completing and putting into operation projects like Foundry Semiconductor Base, China Resources Microelectronics 12-inch production line, Xingwanda lithium-ion battery intelligent manufacturing industrial park, accelerating the construction of BYD’s global R&D center, Defang Nano new energy storage, etc., starting construction on more than 2 hundred-billion-yuan level major advanced manufacturing projects, with industrial investment growing by more than 15.0%.
Optimize the layout of disciplines and specialties in universities, creating cutting-edge disciplines such as artificial intelligence, integrated circuits, advanced manufacturing, life and health, new energy, new materials, etc., efficiently coordinating the construction of disciplines like medicine and law, adding 14 disciplines to the top 1% of the ESI ranking, promoting the integration of domestic original technologies into textbooks and classrooms.
Focusing on “four orientations”, resolutely fight the battle to overcome key core technologies, implement task-oriented, organized, large-scale major scientific and technological breakthroughs, organize and carry out R&D plans in key areas such as semiconductors and integrated circuits, biopharmaceuticals, space technology, and optically carried information, and implement 150 key projects in basic research.
04
Shanghai: Full Implementation of the New Round of Integrated Circuits, Biomedicine, and Artificial Intelligence “Shanghai Plan”
On the morning of January 23, the second session of the 16th People’s Congress of Shanghai City commenced, with the Mayor of Shanghai, Gong Zheng, delivering a government work report.
In 2023, the total output value of Shanghai’s strategic emerging industries in the industrial sector accounted for 43.9% of the total industrial output value of large-scale industries, with the scales of the three leading industries—integrated circuits, biomedicine, and artificial intelligence—reaching 1.6 trillion yuan.
In 2024, Shanghai will further accelerate the construction of “five centers” to enhance the city’s energy level and core competitiveness. It will fully implement the new round of integrated circuits, biomedicine, and artificial intelligence “Shanghai Plan.” The “Intelligent Robot+” action will be implemented, taking the lead in carrying out national intelligent networked vehicle access and road traffic pilot projects.
05
Anhui: Implementing Major Science and Technology Projects and Key R&D Projects in Integrated Circuits, Industrial Mother Machines, Intelligent Complete Sets of Equipment, and Basic Software
On January 23, the “Government Work Report” of Anhui showed that in 2023, Anhui explored new high-quality development paths, with strong development momentum in emerging industry integration clusters. In addition to creating a leading industry in automobiles, Anhui’s ten emerging industries advanced side by side, with the production of integrated circuits increasing by more than double, the output value of the flexible display industry growing by 1.9 times, the revenue of the equipment manufacturing industry exceeding 1 trillion yuan, and the output value of the new materials industry surpassing 520 billion yuan.
The “Government Work Report” showed that in 2024, Anhui Province will strengthen the service guarantee for national laboratories and accelerate the construction of three major scientific innovation highlands in quantum information, fusion energy, and deep space exploration. The construction of an integrated quantum precision measurement experimental facility for space and ground will commence, striving for the implementation of major landmark projects in deep space exploration. Major science and technology projects and key R&D projects will be implemented in integrated circuits, industrial mother machines, intelligent complete sets of equipment, and basic software. New frontier technology concept verification centers and pilot bases will be established, and more than 100 provincial (key) laboratories will be reorganized and upgraded.
06
Shandong: Promoting the Large-scale Production of Key Integrated Circuit Projects in Cities Such as Jinan and Qingdao, and Accelerating the Development of Third-generation Semiconductor Industries Such as Silicon Carbide and Gallium Nitride
On January 22, at the second session of the 14th People’s Congress of Shandong Province, the Governor of Shandong, Zhou Naixiang, delivered a government work report, clarifying the key tasks for 2024, including the following:
Focusing on the high-quality development of the digital economy. Implementing the deployment of the provincial digital economy development conference, leading the formation of new economic development momentum with new tracks of digital transformation.
First, intensify the advancement of digital industrialization. Strengthen and enlarge a group of leading backbone enterprises, accelerate the advancement of 100 major projects, and strive for a revenue increase of more than 10% in the information technology industry. Promote large-scale production of key integrated circuit projects in cities such as Jinan and Qingdao, and accelerate the layout and development of the third-generation semiconductor industries such as silicon carbide and gallium nitride. Construct around 30 provincial software engineering technology centers, and launch a batch of Shandong-version software “fine products.” Vigorously develop industries such as advanced computing, virtual reality, ultra-high-definition video, and new electronic materials, and cultivate around 10 digital industry clusters.
Second, intensify the promotion of industrial digitalization. Leverage the roles of national “double cross” platforms such as Haier COSMOPlat, Inspur Yunzhou, and Victory Soft Cloud Sail, newly cultivate 50 provincial-level industrial internet platforms and 30 “industry brains,” and create 100 typical application scenarios. Implement actions to enhance the digital transformation of manufacturing, creating about 10 national-level intelligent factories. Establish the national SME digital transformation promotion center, optimize policy supply, gather more than 500 quality service providers, serve over 10,000 SMEs, and accelerate the “cloud adoption, data usage, and intelligence enhancement” process for SMEs.
Third, intensify the consolidation of the digital economy foundation. Deploy high-performance intelligent computing centers, coordinate the layout of general and vertical large models for computing power, cumulatively build more than 25 5A-level provincial new data centers, achieve an intelligent computing power ratio of 30%, and build the “Shandong Computing Network.” Support Jining in constructing the Lunan computing power center. Deeply implement the “dual gigabit” network system engineering, create more than 500 typical application projects and newly open 40,000 5G base stations. Accelerate the construction of new broadcasting and television networks. Establish a batch of industrial internet identification resolution secondary nodes. Conduct pilot projects on data association and data intellectual property registration.
07
Qingdao: Vigorously Promote the Development of Emerging Industry Clusters Such as Integrated Circuits and New Displays
On January 29, 2024, at the third session of the 17th People’s Congress of Qingdao City, the Mayor of Qingdao, Zhao Haozhi, delivered a government work report.
The government work report reviewed the work of 2023, mentioning that the high-quality development of the industrial economy was accelerated, and Qingdao ranked seventh among the top 100 cities with advanced manufacturing industries in the country for three consecutive years.
Emerging industries grew rapidly. The added value of above-scale strategic emerging industries in the industrial sector increased by 8.6%. Construction of eight emerging industry parks, including integrated circuits and new displays, was accelerated. The second phase of the wafer manufacturing project was completed, and the physical element semiconductor advanced packaging and testing project was established. The first phase of the Goertek virtual reality machine and optical module project was completed and put into operation. The production capacity of BOE’s mobile display module manufacturing factory was rapidly released, and Hisense’s world’s first 8K ultra-high-definition laser TV was successfully launched.
The province’s first artificial intelligence computing center was completed. The total number of 5G base stations exceeded 37,000.
The government work report outlined the overall requirements and main goals for 2024, proposing to consolidate and enhance advantageous industries. Drive the total scale of advantageous industrial chains such as intelligent home appliances, rail transit equipment, new energy vehicles, high-end chemicals, marine equipment, food and beverages, textiles, and clothing to exceed 1 trillion yuan, and accelerate the creation of world-class industrial clusters and world-class enterprises.
Cultivate and strengthen emerging industries. Vigorously promote the development of emerging industry clusters such as integrated circuits, new displays, virtual reality, biomedicine, and medical devices, with strategic emerging industry investment growing by more than 15%. Promote the large-scale production of wafer manufacturing projects, and accelerate the layout and development in the fields of specialized equipment and key materials for the third-generation semiconductors. Achieve full production capacity at BOE’s mobile display module manufacturing factory, promote the integrated development of new displays and intelligent terminals, and quickly establish a more competitive new display manufacturing base. Promote the extension, supplementation, and strengthening of the virtual reality industry chain, and accelerate the construction of a complete industry chain covering key components production, content creation, etc.
Accelerate the layout of future industries. Actively seize new tracks in industries such as gene and cell, quantum information, future networks, and aerospace technology, and create a leading area for future industries. Implement major scientific engineering projects for future technologies and actively carry out forward-looking technology research and development. Add more than 20 scenario application laboratories. Plan and construct future industry acceleration parks. Support state-owned enterprises in investing in future industries. Accelerate the construction of major projects such as the BGI Cell Center and Tianqi Satellite IoT Industrial Park.
08
Sichuan: Advance Key Core Technology Breakthroughs and Industrialization in Fields Such as Integrated Circuits and Industrial Software
On January 22, at the second session of the 14th People’s Congress of Sichuan Province, the Governor of Sichuan, Huang Qiang, delivered a government work report.
The government work report reviewed the work of 2023, mentioning:
Breakthroughs were achieved in a batch of major key technology breakthroughs and industrialization of achievements, with chip packaging substrate materials being localized and major achievements like the Beidou-3 baseband chip being transformed in Sichuan. The “Three Strengths Plan” for nurturing innovative enterprises was launched, adding 1,500 high-tech enterprises and cultivating 50 gazelle enterprises. R&D investment by enterprises in the province accounted for more than 60% of the total society R&D. The Chengdu-Chongqing (Xinglong Lake) Comprehensive Science Center was unveiled, and the Western (Chengdu) Science City accelerated its development.
Promoting industrial clustering and development, three national strategic emerging industry clusters and three national advanced manufacturing clusters grew rapidly, 23 provincial-level strategic emerging industry clusters including integrated circuits and aerospace were launched, and four industrial clusters were selected as national SME distinctive industry clusters. Chengdu, Deyang, Mianyang, and Yibin were among the top 100 cities in advanced manufacturing in the country.
The government work report clarified the key tasks for 2024, including the following:
Actively cultivate strategic emerging industries. Focus on the layout and development of the artificial intelligence industry, and cultivate emerging industries such as biotechnology, satellite networks, new energy, and intelligent connected vehicles, aiming for substantial progress in 2024. Accelerate the development of the low-altitude economy, support manned and unmanned, military and civilian, state-owned and private enterprises in aviation, and support Chengdu, Zigong, and others to expand the drone industry cluster, and develop electric vertical takeoff and landing aircraft. Advance key core technology breakthroughs and industrialization in integrated circuits, industrial software, etc., promote the large-scale application of Beidou and industrial clustering. Implement the strategic emerging industry integration cluster development project, strive to create the second batch of national strategic emerging industry clusters, and lay out a new batch of provincial clusters. Accelerate the construction of major industrial projects such as BOE’s 8.6-generation production line, FAW Hongqi’s Chengdu new energy vehicle manufacturing base, and Tianfu Software Park Phase II. Plan the construction of a future industry science and technology park, striving to create a national future industry-leading area and a bio-economy-leading area.
09
Chengdu: Accelerate the Construction of Major Industrialization Projects in Integrated Circuits and New Displays
On February 1, 2024, at the second session of the 18th People’s Congress of Chengdu, the Mayor of Chengdu, Wang Fengchao, delivered a government work report.
The government work report reviewed the work of 2023, mentioning that the industry’s development strategy of strengthening chains and building circles was further advanced, with the construction of the largest single industrial project in Chengdu’s history, the BOE 8.6-generation AMOLED production line project with a total investment of 63 billion yuan, and the addition of two 100-billion-level industry clusters.
The government work report provided suggestions for the work arrangements in 2024, proposing: Expand key industry investments, accelerate the construction of major industrialization projects in fields such as integrated circuits, new displays, and new energy vehicles, start over 100 new technical renovation projects, and strive for a 6.5% increase in industrial investment.
Jointly build a world-class advanced manufacturing industry cluster, compile a comprehensive map of key industrial chains, jointly strive for the layout of productivity in aerospace, integrated circuits, etc., jointly create a high ground for information security industries and an industrial software base, and collectively strive for a national advanced manufacturing industry cluster for the automotive industry, a fuel cell vehicle demonstration city cluster. Jointly build the Western Science City, start the construction of the Chengdu-Chongqing Central Line Science and Innovation Corridor, implement special cooperation projects in science and technology innovation between Chengdu and Chongqing, and jointly undertake key core technology breakthroughs in high-end chips and other “bottleneck” areas.
Promote the development of pillar industries, accelerate the construction of the integrated circuit product verification center in the central and western regions, support the expansion and increment of complete vehicle and auto parts companies, pilot commercial operations of intelligent networked vehicles, and aim to increase the scale of the electronic information industry to 1.3 trillion yuan.
10
Zhejiang: Optimize and Strengthen Industry Clusters in Integrated Circuits, Artificial Intelligence, High-end Software, etc.
On January 23, the second session of the 14th People’s Congress of Zhejiang Province opened, with the Governor of Zhejiang, Wang Hao, delivering a government work report, specifying the key tasks for 2024, including the following:
Adhere to the principle of valuing development through projects, launch and implement the “thousands of projects and trillion yuan” investment expansion project, completing an investment of 1,297.6 billion yuan in 1,244 major projects. A batch of major projects including the Jiaxing Fishy Brain Waterway, Baihetan to Zhejiang UHVDC project, Jinyong Railway, Jinko Energy, etc., were completed and put into operation, and significant projects such as the national bulk commodity storage and transportation base, Yongzhou Railway, Liuhong Highway Bridge, Zhejiang Petrochemical high-end new materials, Hangzhou Fuxin Integrated Circuits, etc., were accelerated. Major projects like the provincial public health clinical center, Zhenhai Green Petrochemical Base Phase II, and SMIC Shaoxing Phase III started construction.
Vigorously develop the digital economy. Deepen the construction of the national digital economy innovation and development pilot zone, optimize and strengthen industry clusters in integrated circuits, artificial intelligence, high-end software, etc., and actively promote industrial “intelligent transformation and digital transition,” with the added value of the core industries of the digital economy growing by about 9%, and the digital transformation coverage rate of above-scale industrial enterprises reaching 85%. Improve the data infrastructure system and institutional system, accelerate the cultivation of the data element market, and promote the safe and efficient circulation and use of data. Optimize the development environment for the platform economy, supporting platform companies to excel in leading development, creating employment, and international competition.
11
Changchun: Focus on New Semiconductors and Other Tracks to Accelerate the Formation of New Quality Productive Forces
On January 10, 2024, the third session of the 16th People’s Congress of Changchun City opened, with the Mayor of Changchun, Wang Zilian, delivering a government work report, conveying the new directions for Changchun’s economic work in 2024.
The government work report proposed: Accelerating the construction of the optoelectronic information industrial park, with projects like Oppo Optoelectronic Components being put into production, promoting the landing of the Visionox OLED module project, organizing the first Changchun International Optoelectronics Expo, and the optoelectronic information industry’s output value exceeding 90 billion yuan.
With the acceleration of the new round of technological revolution and industrial transformation, Changchun continues to exert effort on new tracks, providing continuous and surging momentum for high-quality development. The government work report proposed a focus on new tracks in seven subdivided fields such as aerospace, new semiconductors, advanced new materials, and digital economy, formulate plans, issue policies for each, and accelerate the formation of new quality productive forces. Support Changguang Satellite to develop communication satellite manufacturing and geographical information data application, construct an aviation industry demonstration park, and explore creating a low-altitude economy demonstration zone. Speed up the construction of the precision chemical new material industrial park, with projects like Olitech, Haipuruns, and Saintboma starting large-scale construction. Strengthen the 5G infrastructure construction layout, accelerate the construction of Changchun’s national-level internet backbone direct connection point, Unicom big data industrial park, artificial intelligence innovation base, further enhance the activity of the data trading center and the operational capability of the computing power center, with the city’s computing power scale reaching 1000P.
12
Hunan: Strengthen Breakthroughs in Key Technologies such as Integrated Circuits, Industrial Mother Machines, and Basic Software
On January 24, at the second session of the 14th People’s Congress of Hunan Province, the Governor of Hunan, Mao Weiming, delivered a government work report, which frequently mentioned “integrated circuits.”
The government work report clarified the work for 2024, proposing to cultivate and grow emerging industries. Accelerate integrated and clustered development, creating a batch of emerging industry clusters rooted in Hunan with prominent competitiveness. The digital industry should closely follow the development of advanced computing, the next generation of semiconductors, new displays, and intelligent terminals, and quickly build a nationally important advanced computing industry base. The new energy industry should closely follow the development of new energy vehicles, new energy equipment, and new types of energy storage, closely track the trends of hydrogen energy and solid-state power batteries, promote the integration of the upstream and downstream of the new energy industry chain, and strive to gain new advantages on the new track. The big health industry should focus on traditional Chinese medicine, modern medicine, medical devices, beauty, health services, etc., and accelerate growth into an important pillar industry. The aerospace and marine industry should focus on the development of aviation equipment, Beidou industry, commercial aerospace, general aviation, marine equipment, etc., actively cooperate with the implementation of the “two machines” project for aircraft engines and gas turbines, and accelerate the creation of a world-class aerospace and marine industry cluster.
Proactively plan future industries. Strengthen breakthroughs in key technologies such as integrated circuits, industrial mother machines, and basic software, seizing the high ground of the new round of technological revolution and industrial transformation. The artificial intelligence industry should focus on advancing key hardware and software R&D and manufacturing for industrial robots, service robots, etc., expand applications in key areas, and form a batch of benchmark application cases. The life engineering industry should focus on promoting R&D innovation in areas such as artificial biological design, brain-computer interface, brain-like chips, and developing the bio-manufacturing industry. The quantum technology industry should strengthen the construction of application scenarios in advanced computing, intelligent manufacturing, measurement and testing, etc. The frontier materials industry should focus on technical breakthroughs in fields such as 3D printing materials, superconducting materials, nanomaterials, etc.
Advance high-level scientific research and breakthroughs. The total R&D expenditure of the whole society is expected to increase by more than 12%. Combining the nation’s needs, the urgency of development, and Hunan’s capabilities, focus on the “bottleneck” technology list in 35 fields that need to be overcome, striving to achieve a batch of original achievements in fields such as integrated circuits, semiconductors, advanced equipment, etc. Vigorously promote ten major technology breakthrough projects including Hunan Chu Tian Science & Technology’s high-end medical robots, CRRC Zhuzhou’s hybrid locomotives, Hunan Petrochemical’s special epoxy resin, Hunan Agricultural Science Institute’s salt-alkali-tolerant rice, Hunan Gaochuang Xiangyu’s new type of aircraft core components, Zhuzhou Tianxing Beidou’s multi-source fusion spatiotemporal enhancement, Zhuzhou CRRC Times’ semiconductor IGCT power devices, Yuhan Numerical Control’s high-precision surface grinder, Hunan Forestry Science Institute’s high-quality camellia new varieties, aerospace and aeronautics 3D printing equipment, etc. Plan and construct industrial backup bases for key components, key materials, and key equipment. Promote collaborative innovation among “major schools, institutes, and enterprises,” conduct school-enterprise cooperation “dual integration and transformation,” strengthen the regular docking between high-tech zones and higher education institutions, make good use of the Xiaoxiang Science and Technology elements market, construct several pilot platforms (bases) and incubators, deepen the transformation of scientific and technological achievements in universities. Advance the construction of a strong intellectual property province, and strengthen the protection of the entire chain of intellectual property rights. Reinforce the principal position of enterprises in technological innovation, support leading enterprises to lead the formation of innovation consortia, and new R&D institutions, implement the “five firsts” product reward support policy, promote full coverage of innovation R&D in industrial enterprises above the designated size, and increase more than 1,000 high-tech enterprises.
13
Jiangsu: Strive for New Breakthroughs in Advanced New Materials, High-end Chips, and Key Equipment
On January 23, 2024, at the second session of the 14th People’s Congress of Jiangsu Province, the Governor of Jiangsu, Xu Kunlin, delivered a government work report.
The report reviewed the work of 2023, mentioning: In 2023, Jiangsu focused on six areas including promoting economic recovery, deepening the integration of scientific and technological innovation with industrial innovation, and coordinating urban and rural regional development.
In terms of deepening the integration of scientific and technological innovation with industrial innovation, Jiangsu launched an action plan to create a globally influential industrial science and technology innovation center, implemented actions to strengthen basic research, and coordinated the advancement of 89 industrial forward-looking technology R&D projects and 85 major scientific and technological achievement transformation projects. Efforts were made to create scientific and technological innovation platforms, with the Suzhou Laboratory headquarters base starting construction, the Purple Mountain Laboratory establishing the industry’s first 6G comprehensive laboratory, and the Taihu Lake Laboratory establishing the Lianyungang Center. Additionally, 21 new national key laboratories were approved, totaling 31. The province strengthened the principal role of enterprises in scientific and technological innovation, adding 8 national enterprise technology centers and 6 national technology innovation demonstration enterprises, and received approval to form a national high-performance membrane materials innovation center. The number of domestic listed companies increased by 58, leading the country in first-time financing scale at 58.74 billion yuan. The number of listed companies on the STAR Market and the Beijing Stock Exchange reached 110 and 43 respectively, maintaining the top position nationally. Jiangsu also implemented an action plan to accelerate the development of a strong manufacturing province, establishing work advancement mechanisms cluster by cluster, chain by chain, issued guidance on nurturing future industries, studied and formed the Jiangsu Province Strategic Emerging Industry Fund Cluster, and aimed to create an internationally competitive advanced manufacturing base.
The report outlined key tasks for 2024, including full-service support for the construction of the Suzhou Laboratory, supporting the Purple Mountain Laboratory in undertaking more national major scientific tasks like mobile information networks, integrating the Taihu and Zhongshan Laboratories into the national strategic scientific and technological force layout, accelerating the construction of the Yunlong Lake Laboratory, striving to host more national key laboratories in Jiangsu, and building and operating a high-level provincial laboratory alliance.
In promoting new industrialization, Jiangsu will focus on 50 key industrial chains to implement a batch of industrial base reconstruction and major technical equipment breakthrough projects, perfect the first set, first batch, and first version application policies, and strive for breakthroughs in advanced new materials, high-end chips, heavy-duty robots, key equipment, and other fields to promote high-quality development in industrial mother machines, industrial software, etc.
14
Chongqing: Accelerate the Promotion of Six Wafer Projects Including STMicroelectronics and Xilinx
On January 21, at the second session of the sixth People’s Congress of Chongqing City, the Mayor of Chongqing, Hu Henghua, delivered a government work report.
The report reviewed the work of 2023, mentioning: that Chongqing continued to implement the intelligent networked new energy vehicle industry cluster development plan, formulated high-quality development action plans for new-generation electronic information manufacturing, advanced materials, and other industry clusters, deepened industrial enterprise technological transformation, and actively built a “33618” modern manufacturing industry cluster system. Projects like Changan’s steer-by-wire chassis, Geely’s power battery, and Ausdom’s MEMS sensors were initiated, with car production rising to second in the nation, new energy vehicle production reaching 500,000 units, and mid-to-high-end new models like the AITO and Avita series continuing to sell well. The added value of power semiconductors and integrated circuits, sensors, and instruments increased by 15% and 11.2% respectively, smartphone production accounted for 6.7% of the national total, and key products like photovoltaic glass and fiberglass achieved double-digit growth, with advanced materials increasing by 12.3% in added value. The digital economy grew rapidly, with the Chongqing Artificial Intelligence Innovation Center being completed, the city’s computing power exceeding 1000P; initiating eight actions for the digital transformation of manufacturing, creating 17 intelligent factories and 224 digital workshops; advancing the “Starry Sky” action plan for software and information services, strengthening the cultivation of “Venus” and “Beidou” enterprises, with over 340,000 employees in the software and information service industry and nearly 20% growth in main business revenue.
The report outlined key tasks for 2024, including strengthening the manufacturing industry cluster, implementing high-quality development actions for key industrial chains, promoting the integrated development of whole vehicles and parts, accelerating projects like KONHILL air springs and Shinzoom drive motors, pushing the application of hydrogen fuel cell commercial vehicles, promoting the integration of new energy vehicles and the electric grid, and expanding the automotive aftermarket. For the new generation of electronic information manufacturing, Chongqing aims to accelerate six wafer projects including STMicroelectronics and Xilinx, promote coordinated development in chip design, packaging testing, semiconductor equipment, and materials, enhance AI and robotics industries, and advance projects like Compal, EZVIZ, Sanan Optoelectronics, and Delta power converters, expanding electronic terminal categories and perfecting the industrial support system. For intelligent equipment and manufacturing, accelerate projects in drones and high-speed precision industrial robots, promoting “dual improvement” in whole machines and components; for software and information, continue the “Starry Sky” action plan, accelerate the cultivation of “Venus” and “Beidou” enterprises and the construction of software talent “super factories,” focusing on key aspects like talent, venues, scenarios, enterprises, and ecosystems, aiming for main business revenue to exceed 400 billion yuan; push for industry optimization and upgrade with “one policy per industry,” accelerating the industrialization of MLED panels and advancing projects like Green Source electric vehicles, Bosai Aluminum Oxide upgrade, Gujia integrated home, Zhirui biomedical park, and Zhongneng solar panels, fostering new growth points in industries. Implement actions for future industry and high-growth industry development, promoting the construction of satellite internet industry parks.
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