芯片产业“惊喜” 为何集中在深圳出现｜湾区观察

Core Insights - The 2025 Bay Area Semiconductor Industry Ecological Expo ("Bay Chip Expo") opened in Shenzhen amidst threats from the U.S. to tighten high-tech exports to China, showcasing top global semiconductor companies and highlighting domestic leaders like North Huachuang and Shanghai Microelectronics [1][2] Industry Overview - The semiconductor and integrated circuit industry is recognized as a "strategic high ground" in global technological competition, essential for industrial upgrading and national security [3] - Shenzhen's semiconductor and integrated circuit industry has achieved significant growth, with a projected scale of 256.4 billion yuan in 2024, marking a 26.8% year-on-year increase, and 142.4 billion yuan in the first half of 2025, reflecting a 16.9% growth [2][4] Product Innovations - Shenzhen Qiyunfang Technology Co., a subsidiary of Xinkailai, launched two EDA design software products with completely independent intellectual property rights, filling a gap in high-end electronic design software technology in China [1][2] - Shenzhen Wanlian Technology Co. introduced a new generation of high-speed real-time oscilloscopes, achieving global second place in performance and breaking Western monopolies in the high-end oscilloscope market [2] Government Support and Policies - Shenzhen has implemented several action plans to support the semiconductor industry, including financial subsidies for chip design and core equipment development, significantly reducing the cost burden on R&D units [3][4] - The Shenzhen Semiconductor and Integrated Circuit Industry Investment Fund was launched with an initial scale of 5 billion yuan, focusing on investments in semiconductor equipment, components, and chip design [4] Talent Development - Shenzhen is actively building a multi-level talent pool for the integrated circuit industry by enhancing talent recruitment mechanisms and supporting local universities in establishing relevant programs [4][5] Collaborative Ecosystem - The establishment of industry alliances and platforms, such as the Shenzhen Semiconductor and Integrated Circuit Industry Alliance, has facilitated effective matching of supply and demand across various sectors of the industry [5] - The coordinated efforts in policy, funding, talent, and platforms have led to a significant optimization of Shenzhen's semiconductor ecosystem, with notable growth in design, manufacturing, and packaging sectors [5]