11 billion yuan!Guangdong Semiconductor and Integrated Circuit Industry Investment Fund was established Phase II

recently,Enterprise checking shows thatThe second phase of the Guangdong Semiconductor and Integrated Circuit Industry Investment Fund (Limited Partnership) was established. The executive partners were Guangdong Yuecai Fund Management Co., Ltd. (hereinafter referred to as Yuecai Holdings), with a capital contribution of 11.01 billion yuan.

The fund is jointly funded by Yuecai Holdings, Dongguan Emerging Strategic Industry Investment Partnership, Zhongshan Industrial Investment Mother Fund, and Guangdong Yuecai Fund Management Co., Ltd.

It is reported that in June this year, Guangdong issued opinions on high -quality construction manufacturing provinces.The opinions put forward the continuous promotion of Guangdong's strong core project, quickly set up the second phase of the provincial semiconductor and integrated circuit industry investment fund, and comprehensively build the third pole of China's integrated circuit.

According to the information of Yuecai Holdings's official website, the total scale of the Guangdong Semiconductor Fund is 50 billion yuan.Earlier, the initial period of the first phase of the Guangdong Semiconductor Fund was expected to be 20 billion yuan. According to Jin Shenghong, the secretary of the party committee and chairman of the Yuecai Holdings in April this year, the scale of the first phase of the fund has reached 31 billion yuan.Strategic investment mainly supports key semiconductor enterprises in the province.At the sub -fund level, it cooperates with the three investment institutions of Huadiden International, Wuyuefeng and SMIC to jointly build the Guangdong semiconductor investment ecosystem.As of April this year, 102 projects have invested in the first phase of the fund, involving projects including core agglomeration, Guangdong core semiconductor, Zhi Orange semiconductor, large general communication, Ruishizukuka, and emerging light models., Covering 45 chip design enterprises, 19 manufacturing and sealing and testing companies, 38 equipment and material companies, and striving to create a semiconductor industry cluster with the "chain owner+specialty special".

Jin Shenghong said in April this year that the size of the second phase of the fund will reach 30 billion yuan, and the period can be as long as 17 years.After the investment exits, you can make a 60%profit from the invested enterprise.

In addition to the larger capital scale, compared with the first phase of funds, the investors of the second phase of funds introduced local guidance funds, including Dongguan production investment and Zhongshan production investment, which contributed 500 million yuan.It is reported that Zhongshan Industry Investment has previously invested in a number of local semiconductor industry chain projects in Zhongshan, including Zhongshan Xincheng Chengcheng Semiconductor Co., Ltd., Wan Si New Material Technology (Zhongshan) Co., Ltd., etc.

Basic situation of Guangdong Semiconductor

According to the public data of the Shenzhen Semiconductor Industry Association in April 2023, nearly 40 major projects under construction and proposed integrated circuits in Guangdong Province, with a total investment of over 500 billion yuan.In 2022, the revenue of the Guangdong semiconductor integrated circuit industry was 226.818 billion yuan, an increase of 21.2%year -on -year. It has the advantages of large application market, leading influence, and a large number of enterprises.

According to the national deployment, Guangdong is strengthening the industrial layout, and it has basically formed a 3+N industry pattern with the coordinated development of Foshan, Dongguan and other places with Guangzhou, Shenzhen, and Zhuhai.

In Guangzhou, the key layout of the one -nuclear and two -point industrial pattern of one nuclear and two -point industrial structure with Huangpu District, Nansha District, and Zengcheng District.

There are a number of strategic industrial projects such as Yingxin Semiconductor in Guangzhou Huangpu District, and a complete industrial chain covering R & D design, pilot production, and packaging testing, with an output value of more than 30 billion yuan;Energy, Jingke Electronics, Lianjing Intelligent, South Sand wafer, Yixing Intelligent, Pioneer Equipment and other industrial leaders, covering semiconductor design, materials, manufacturing, equipment and other industrial chain links.Link layout; Zengcheng District Zengxin Technology, Yuehai Integration and other enterprises are progressing rapidly.

From the perspective of Shenzhen, according to data from the Guangdong Electronic Information Industry Association, in terms of the number of enterprises, at the end of 2022, Shenzhen had a total of 587 integrated circuit companies, an increase of 69 from 2021, of which 390 IC design enterprises and 7 wafer manufacturing companiesThere are 3 (SMIC, Founder Microelectronics, and semiconductor), 70 semiconductors in SMIC, Founder Microelectronics, and deeply loved semiconductors, 79 equipment companies, and 41 material enterprises.It is worth noting that in terms of wafer manufacturing, Shenzhen has two production lines of 8 -inch and 12 -inch in Shenzhen, as well as the two 6 -inch lines of Founder Microelectronics and the three 5 -inch lines and a 6 -inch 6 -inch of the semiconductor.Line, and Runpeng Semiconductor, established by Shenzhen State -owned Assets SASAC, will build a 12 -inch integrated circuit production line in Baoan District. It is expected to be put into operation by the end of 2024.

The Zhuhai High -tech Zone includes all companies such as Quanzhi Technology, Junxin Technology, Guangku Technology, Yingnosaco, Boya Technology, Obit, Zhirong Technology, Changyuan Semiconductor and other companies.

However, according to the public data of the Shenzhen Semiconductor Industry Association, Guangdong's integrated circuit industry has the problem of industrial links, industrial layout, and uneven enterprises.

In terms of industrial links, the design industry is unique. In 2022, the revenue of the integrated circuit design industry in Guangdong Province was 126.512 billion yuan, accounting for more than 50%in the industrial chain; the manufacturing industry was weak. Last year's revenue was only 5.263 billionYuan, only 2%in the industrial chain.In terms of industrial layout, the integrated circuit industry revenue of Shenzhen One City accounted for more than 70%of the entire Guangdong Province; 9 of the 12 integrated circuit companies listed in 2021 were located in Shenzhen.In addition, despite the large number of companies in Guangdong's integrated circuit, the scale is relatively small.There are 114,000 chip -related companies in Guangdong Province, accounting for 43%in the country, but the output value accounts for less than 1/4 in China.It is believed that with the assistance of the policy in the future, as well as the help of the provincial semiconductor and integrated circuit industry investment fund, Guangdong's integrated circuit industry can make up for shortcomings and more competitive.

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