蓝皮书：中国集成电路产业创新能力不断提升

Core Insights - The innovation capability of China's integrated circuit industry is continuously improving, with significant enhancements in the self-controllable capacity of the entire industry chain [1][2] Group 1: Industry Development - The report highlights that from the end of the "13th Five-Year Plan" to the "14th Five-Year Plan," the technological foundation for self-reliance in the integrated circuit industry has been solidified [1] - Numerous universities, research institutions, and innovative enterprises are accelerating breakthroughs in specific and key areas, leading to a notable improvement in the security level of the industry chain [1] Group 2: Process and Material Advancements - The report indicates that breakthroughs in advanced processes, which have been a prominent issue for industry development, will be effectively alleviated [1] - Global progress in integrated circuit processes is slowing down, which will narrow the gap between China and internationally leading processes [1] - The "domestic substitution" strategy will drive significant improvements in self-sufficiency rates for display driver chips, power chips, and RF chips, particularly in the 28nm and below mature process categories [1] Group 3: Supply Chain Diversification - The report also addresses the "bottleneck" issues in materials, stating that breakthroughs have been achieved in photoresists and electronic specialty gases [2] - By promoting the localization of equipment, materials, and design tools, the supply chain diversification of China's integrated circuit industry will yield results, significantly enhancing the self-controllable capacity in critical areas [2]