SMIC(SH:688981) 半导体芯闻·2025-10-17 10:20Core Insights - Pingshan District in Shenzhen is strategically positioned as a "Silicon-based Semiconductor Cluster" and is developing a distinctive semiconductor and integrated circuit system with over 200 quality enterprises across the entire industry chain, achieving double-digit growth in output value for three consecutive years, with chip manufacturing output expected to exceed 10 billion in 2024 [1][3]. Group 1: Semiconductor Manufacturing - Pingshan is the earliest district in Shenzhen to focus on chip manufacturing, consistently accounting for over 60% of the city's output. The establishment of SMIC Shenzhen in 2008 marked a significant milestone, with the expansion of production lines and a focus on mature processes [3]. - The ongoing major project by Pengxinxu, initiated in 2022, aims to enhance production capacity for 40nm/28nm logic processes, contributing to a robust ecosystem alongside SMIC [3]. - The completion of the Fuman Microelectronics packaging project in June 2024 will provide an annual packaging capacity exceeding 8 billion units, creating a comprehensive supply chain from wafer manufacturing to chip packaging [3]. Group 2: Industry Ecosystem and Segmentation - Pingshan leverages its core advantages in chip manufacturing to attract high-quality enterprises like Fuman Microelectronics and Hongxin Yu storage, fostering collaboration among various companies within the industry chain [5]. - The district has established five key segments in the semiconductor industry, including integrated circuit equipment, design, power devices, optoelectronic devices, and memory devices, showcasing a diverse and specialized ecosystem [5]. Group 3: Public Service Platforms and Innovation - High-level public service platforms have been established in Pingshan to support small and medium enterprises, promoting a collaborative innovation environment among large, medium, and small enterprises [7]. - Shenzhen Technology University has launched the first integrated circuit college in the Greater Bay Area, focusing on cultivating high-end talent needed for the semiconductor industry [7]. - The establishment of the Mig Laboratory in 2025 will create a wafer testing public service laboratory, enhancing research and development capabilities through a network of shared laboratories [8]. Group 4: Future Outlook - Pingshan aims to strengthen its position as a core hub for China's integrated circuit industry, targeting an annual production capacity exceeding 5 million wafers, and inviting global semiconductor talents to join in its development journey [9].