At the beginning of 2013, CPPCC members proposed 43 to optimize the layout of the IC industry, which attracted the attention of the party and state leaders. Chairman Xi Jinping made important instructions. In September 2013, Vice Premier MacKay was in Shenzhen for two consecutive days. Hangzhou, Shanghai, and Beijing studied the integrated circuit industry, pointing out that accelerating the development of China's IC industry is a strategic decision made by the central government. By the end of 2013, Beijing pilot, launched the Beijing IC industry equity investment fund, 30 billion yuan total size, 9 billion yuan. It is reported that the Central Industrial Fund will also be established as the core of this new agreement, the relevant policy provisions have entered the consultation stage and will be announced shortly.

    Dealing with the development of domestic companies only provides a new way of thinking, and it will also promote change in China's development model of multinational companies. Last year, Texas Instruments, the world's leading company set up a production base in Chengdu, announced that the world's production capacity will be transferred to China. After the New Deal, there will be more and more multinational companies and fund industry support in China's production base. In addition, domestic companies and industry funds can compete with multinational companies in the field of technical cooperation. At the end of last year, domestic IC company Datang Telecom announced that the world's leading automotive electronics company Helazen NXP joint venture, which entered the automotive electronics field. The joint venture, which owns 51% of Datang Telecom, NXP, will hold 49% of the joint venture, and NXP will transfer and license its holdings in power management (including battery management) as part of intellectual property. For a long time, the monopoly of automotive electronic core chips has been extremely difficult for domestic companies to catch up with. With industrial funds, domestic companies can quickly master the core technology and promote the rapid development of the industry through joint ventures.

However, the New Deal has also triggered a series of problems. First of all, it is not clear which areas of the New Deal are too broadly divided. It is not clear which specific areas may once again lead the “sprinkle of pepper” and cannot concentrate on making up for the weakness of the integrated circuit industry in China. In addition, the Fund is jointly funded by the central government, local governments, tripartite social capital, and social capital, which will dominate the introduction of funds will greatly weaken the risk of providing financial support for the hidden development of the IC industry. A well-known domestic company said that the introduction of industrial funds will change the ownership structure of enterprises, and corporate actions will be very careful in this regard. As the core area of national infrastructure, the integrated circuit industry needs to develop a strategic vision, and continue to invest in basic research and industry or projects, rather than social capital investment is relatively short-sighted, tending to "invest in less, faster" Development projects, as time goes by, will not be conducive to the long-term development of China's integrated circuit industry.

The idea of IC industry fund support? ? ? ? The New Deal has aroused great concern from all parties. First, the focus on the first phase will be used to fund 7,000,000,000 equipment manufacturing, which also means that the New Deal will support manufacturing. In today's world, the United States and China have the most advanced integrated circuit manufacturing companies, and the gap between China and China is increasing. The investment in integrated circuit production lines of tens of billions of individual industrial and commercial households and local governments cannot afford Taiwan. The fund industry will effectively alleviate corporate investment pressure and accelerate the rapid upgrading of China's IC manufacturing industry. In addition, the Fund will focus on supporting domestic IC companies, especially providing strong support for domestic companies to implement mergers and expansions, and also provide a rare opportunity for the rapid development of Chinese integrated circuit companies. Last year, Tsinghua Unisplendour acquired Spreadtrum and Rideco have already explained that the domestic IC industry has injected a stimulant. For a long time, the design of mobile phone chips has been monopolized by domestic companies such as MediaTek Qualcomm, such as domestic Haisi, Spreadtrum, RDA and core technologies. For example, mobile phone chip design companies face fierce competition and some are unable to do so. . In this context, promoting heating will become an important way for the development of Chinese IC companies. Through the acquisition and integration of the two companies will complement each other, and the rapid expansion of the scale of the company, thus participating in fierce market competition at home and abroad. The fund will introduce more “Exhibition-RDA”-style mergers and acquisitions to provide financial support, which greatly enhances the competitiveness of domestic integrated circuit companies. At the same time, the fund will support the construction of the domestic integrated circuit industry in the park and provide good support and establishment for industrial development.