政策与生态共振 助力深圳“强芯”

Core Insights - Shenzhen is accelerating the construction of a complete semiconductor industry chain, from chip design to manufacturing and ecological applications, to promote high-quality development in the semiconductor industry [1] Group 1: Industry Development - As of the end of 2024, Shenzhen will have a total of 727 integrated circuit companies, including 456 design companies, 8 manufacturing companies, 82 packaging and testing companies, 133 equipment and component companies, and 48 materials companies [1] - By the first half of 2025, the scale of Shenzhen's integrated circuit industry is expected to reach 142.4 billion yuan, representing a year-on-year growth of 16.9% [1] Group 2: Policy Initiatives - Following the release of the "Shenzhen Action Plan for Cultivating and Developing the Semiconductor and Integrated Circuit Industry Cluster (2022-2025)," Shenzhen issued further measures in July 2025 to promote high-quality development in the semiconductor and integrated circuit industry [1] - The new measures focus on breakthroughs in high-end chip products, strengthening chip design support, accelerating the promotion of EDA tools, and overcoming challenges in core equipment and supporting components [1] Group 3: Recommendations for Growth - Suggestions include enhancing support for small and medium-sized high-tech enterprises to identify potential future leaders in the industry [2] - Emphasis on strengthening application scenarios to drive progress in both hardware and software, with increased support for upstream industries like core EDA design software and advanced packaging [2] - A dual approach is recommended for hardware and ecosystem development, including guiding funds to promote hardware companies' ecological transformation and establishing special subsidies for software companies to adapt to domestic architectures [2]