On the 21st of November, China Integrated Circuit Design Industry 2019 Conference and Nanjing IC Industry Innovation and Development Summit Forum was held in Nanjing. Professor Wei Shaojun, Chairman of China Semiconductor Industry Association IC Design Branch introduced China's IC design industry. Overall development.

Judging from the situation of designing enterprise personnel, there are 18 enterprises with more than 1,000 people in 2019, which is the same as last year. There are 33 enterprises with 500-1000 personnel, 12 more than the previous year, and the scale of personnel is 100-500. There were 153, an increase of 27 over the previous year. However, the enterprises accounting for 88.5% of the total number are small and micro enterprises with fewer than 100 people, a total of 1,576, 43 more than the previous year.
In 2019, the scale of the employees in China's chip design industry is expected to increase significantly compared with 2018, which is about 160,000. The corresponding per capita output value is 1.928 million yuan, or about 275,000 US dollars, and the per capita labor productivity continues to increase.

From the distribution of product areas, the number of enterprises in the five fields of communications, smart cards, computers, navigation and consumer electronics is increasing; the number of enterprises in the multimedia, omni and power sectors is decreasing. The number of companies engaged in communication chip design increased from 307 in 2018 to 403, and the corresponding sales total increased by 7.8% to 112.82 billion yuan. The number of smart card companies increased from 71 in the previous year to 102, and sales increased by 24.6%. It reached 17.21 billion yuan; the number of companies engaged in computer chip design increased from 109 last year to 140, and sales increased by 16.9% to 42.03 billion yuan.

In addition, the number of companies engaged in multimedia decreased from 75 last year to 55, the total sales decreased by 17.3% to 15.63 billion yuan, the number of companies engaged in navigation chip research and development increased from 28 to 41, and the total sales increased by 157.4%. The number of enterprises in analog circuits dropped from 210 to 102, sales decreased by 7.4% to 13.12 billion yuan, and the number of companies engaged in power device business decreased from 115 to 89, and the total sales increased by 23.5. %, was 9.78 billion yuan; the number of consumer electronics companies increased from 783 to 847, and sales increased by 55.6% to 96.03 billion yuan, continuing to maintain the growth momentum in 2018.

Professor Wei Shaojun said that overall, China's IC design industry industry has improved its concentration. In 2019, the total sales of the top ten design companies accounted for more than 50% of the total sales of the industry for the first time, reversing the situation that has been falling.
The sum of the sales of the three largest communication chip companies exceeded 100 billion yuan, accounting for 88.7% of the total sales of 112.82 billion yuan in this field.
In the multimedia field, a company accounts for 57.6% of the total.
With the steady increase of industrial concentration, the situation of small, scattered and weak will be ushered in. The lack of aircraft carrier formation in the chip design industry will undergo positive changes. We can fully expect that the situation of China's IC design industry with several aircraft carrier fleets will appear in the near future.

Referring to corporate mergers and acquisitions and capital markets, Professor Wei Shaojun said that since 2017, due to the US government's tightening of the approval of Chinese capital to acquire US companies, foreign mergers and acquisitions have basically stagnated. However, the domestic capital market has seen a long-awaited comprehensive liberalization. Since the beginning of this year, Broadcom has integrated the login motherboard, Zhuosheng Microelectronics has entered the GEM, and has set up the technology and Jingchen shares to register on the GEM. Not only does the domestic capital market open the door for IPOs for chip design companies, but it also actively supports mergers and acquisitions by domestic companies. Recently, Vail shares successfully acquired Haowei Technology, and Junzheng Microelectronics successfully acquired Beijing Silicon Semiconductor. With the active layout of the National Integrated Circuit Industry Investment Fund and the accumulation of entrepreneurial friends over the years, more design companies will land in the capital market or restructure in the future.