Global
The semiconductor industry has become one of the hot topics of discussion at the National People's Congress and Chinese People's Political Consultative Conference.
The recent meeting of the Central Political Bureau pointed out that the new quality of productive forces plays a leading role in innovation, breaks away from traditional economic growth models and development paths of productive forces, has high-tech, high-efficiency, and high-quality characteristics, and conforms to the advanced quality of productive forces in line with the new development concept. From this definition, integrated circuits, artificial intelligence, semiconductor key materials and equipment, intelligent manufacturing, etc. all belong to the category of new quality productivity.
Deng Zhonghan, member of the National Committee of the Chinese People's Political Consultative Conference and academician of the CAE Member, said that the key to developing new quality productivity is to strengthen scientific and technological innovation, especially original and disruptive scientific and technological innovation, and accelerate the realization of high-level scientific and technological self-reliance.
Deng Zhonghan believes that China's integrated circuit industry has a relatively complete industrial chain, a huge consumer market, and new applications are flourishing. In the future, we need to focus on the technological foundation, seize the rare development opportunities in the post Moore era, and pay attention to financial security and industrial ecological construction.
Deng Zhonghan suggested that promoting high-quality development of the chip industry should focus on standard setting and industrial ecological construction. From the Wintel ecosystem composed of Intel X86 architecture and Microsoft Windows operating system, to Qualcomm building market advantages in the mobile communication era by establishing CDMA standards, and now Nvidia becoming a winner in the AI era based on CUDA ecosystem, the growth of international chip leaders almost always starts from establishing technical standards, and then continuously expanding their industrial ecology and growing with the support of the country or industry. Relevant departments should accelerate the development of independent standards and research on key technology core chips in new fields such as artificial intelligence and digital perception. By leveraging the advantages of independent standards and combining policy advantages, we can promote the formation of industrial advantages and ultimately achieve the growth and development of the industrial ecosystem.
He said that new quality productivity needs to find answers in original and disruptive underlying technological innovation. The architecture and technological innovation of artificial intelligence chips can significantly improve computing efficiency, support disruptive innovation brought by artificial intelligence to various industries, and help cultivate new models, formats, and momentum. These are all manifestations of the development of new quality productivity. We hope that relevant departments can build a national innovation platform and develop a standardized ecosystem, providing precise support for talents and enterprises in key technological innovation fields such as artificial intelligence chips, and providing more support for the technological breakthroughs of hard tech companies.
At this year's National People's Congress and Chinese People's Political Consultative Conference, Zhou Hongyi, a member of the National Committee of the Chinese People's Political Consultative Conference and founder of 360 Group, brought three proposals, focusing on the construction of digital security public service infrastructure, the vertical and industrial development of large models, and the security issues of general large models.
Zhou Hongyi stated that China is fully capable of forging a path of large-scale model development with Chinese characteristics. One important direction of China's development of the big model is to leverage the advantages of industries and scenarios, combine the big model with business processes and product functions, seek vertical and industrial implementation, and help accelerate the formation of new quality productivity.
Zhou Hongyi believes that security issues are inevitable in the development of large models, and recent breakthroughs in AGI technology have further exacerbated concerns. Zhou Hongyi suggested that the country encourage and support enterprises with both "security and AI" capabilities to take on heavy responsibilities, focus on tackling challenges, and provide solid guarantees for solving security issues in general large-scale models.
Zhou Hongyi stated that the current level of digital security development among large, medium, and small units in China is extremely uneven. The traditional model of stacking security products should be changed, and a national, industry, and city level "security cloud" should be built as the "digital security public service infrastructure" based on the concept of "security as a service", concentrating digital security capabilities and outputting security effects through cloud services. On the one hand, providing cost-effective services to ensure security effectiveness and enhance the overall level of digital security in the country. On the other hand, developing digital security into a modern productive service industry to provide systematic security guarantees for new quality productivity.
According to the Global Times, Xie Suyuan, member of the National Committee of the Chinese People's Political Consultative Conference and academician of the CAS Member, said in an interview with the Global Times that in order to break through the "choke" of chips, we should also break through the "choke" of materials.
In the field of materials, the papers published by Chinese scientific and technological workers are internationally recognized as leading in terms of both quantity (representing breadth) and level (representing depth) based on SCI data. The citation frequency and influencing factors of Chinese materials science papers are also among the top in the world, "but in sharp contrast, many of us are 'stuck' in hundreds of material types such as electronic information materials, aerospace materials, and luminescent materials." Xie Suyuan said that currently, China's basic research level in materials is high enough, but the challenge is that there are no leading and high-end material enterprises.
Why are there no leading material companies in our country? Xie Suyuan analyzed that on the one hand, material research and development is a process that requires gradual accumulation. International material giants have a history of over a hundred years, and it is difficult for us to catch up; On the other hand, there are many sub fields of materials that are difficult to support, and it is difficult to rely on individual scholars or a certain enterprise.
To this end, Xie Suyuan suggested that the Ministry of Industry and Information Technology guide relevant research institutes, leading enterprises, and financial institutions to jointly establish a "pilot research institute" and launch the establishment of a "pilot special supporting fund", introduce management measures for pilot testing of chemical materials, solve the problem of safety and environmental protection certification for pilot projects, and focus on supporting major research achievements in the field of basic materials that can effectively promote technological iteration, promote the smooth completion of pilot testing work, and accelerate its transformation into industrial applications.
According to the Jiangsu People's Congress, at last year's National People's Congress and Chinese People's Political Consultative Conference, Fu Zhiwei, a National People's Congress representative and chairman of Xuzhou Bokang Information Chemicals Co., Ltd., suggested accelerating the localization of the semiconductor industry and improving the overall level of China's semiconductor industry. His proposal was selected as a key supervisory suggestion topic and handed over to the Ministry of Industry and Information Technology for handling.
Fu Zhiwei stated that this year's two sessions will focus on the integration and allocation efficiency of technological innovation resources in the semiconductor industry. It is suggested to innovate the allocation of production factors, improve the evaluation system for technological innovation, and moderately adjust the proportion of supporting funds for national major scientific and technological research projects for enterprises that are in the critical stage of "bottleneck" technological research or have breakthrough potential. This will improve the innovation capability, quality and efficiency, and core competitiveness of the manufacturing industry, and focus on developing new quality productivity.
Fu Zhiwei stated that in the past year, the company has achieved automation standards for the entire industry line by combining high-quality resources, optimizing industrial allocation, fully utilizing technologies such as big data and virtual lithography, establishing unmanned factories, and greatly improving research and development speed. According to a release from Xuzhou, in the past year of his tenure, Fu Zhiwei, a National People's Congress representative and chairman of Xuzhou Bokang Information Chemicals Co., Ltd., initiated the establishment of the Pizhou Semiconductor Industry Association and served as its chairman. He has worked with dozens of enterprises both domestically and internationally, such as Huaxing Laser, Zhongke Zhixin, and Xinhua Semiconductor, to continuously promote innovation in the upstream and downstream of the semiconductor industry chain. He has also reached strategic partnerships with several mainstream domestic chip companies, resulting in a nearly 50% increase in industrialization efficiency throughout the year.
Looking forward to government guidance and policy guidance to encourage domestic chip manufacturers to prioritize the import of domestically produced materials and equipment, and to open up an independent and controllable 'chasing light' path for China's lithography industry. Fu Zhiwei is also full of confidence in the future of the lithography industry.
Dr. Li Jiajie, member of the Standing Committee of the National Committee of the Chinese People's Political Consultative Conference, Chairman of Hong Kong Henderson Land Development Group, and Chairman of Hong Kong China Gas Company Limited, has presented three proposals regarding the three major technological innovation directions of smart energy, chips, and artificial intelligence - "Proposal on Vigorously Developing Smart Energy Technology", "Proposal on Accelerating the Breakthrough of the Development Bottleneck of the Chip Industry", and "Proposal on Including Hong Kong in the National Artificial Intelligence Development Strategy".
When it comes to accelerating the breakthrough of chips, Li Jiajie mentioned that in recent years, China's chip industry has developed rapidly, but there are also some obvious problems such as the gap between the independent controllability and original ability of core technologies and the international advanced level, the fragmentation of chip instruction sets leading to a large amount of repeated investment, and insufficient industrial factor matching.
To this end, Li Jiajie proposed the following suggestions: firstly, strengthen public service support, increase support for high-quality domestic chip enterprises, explore integrated circuit equipment leasing business, improve public service platforms, etc., reduce enterprise costs, and encourage technological innovation; 2、 It is suggested to promote the integration of RISC-V open source instructions as an industry standard, and encourage relevant domestic enterprises to participate in the discussion and development of standard specifications. It is possible to consider piloting in the Guangdong Hong Kong Macao Greater Bay Area and developing industry standards based on the RISC-V open source instruction set; 3、 It is suggested to formulate and improve policies for the introduction of chip related talents, especially targeting the shortage of high-end chip talents in the industry. Special chip professional talent visas should be piloted in some regions to facilitate the introduction of excellent overseas talents by enterprises; 4、 Encourage collaborative cooperation among multiple fields and entities, promote close cooperation between industry, academia, research, and application through national guidance, improve the professional service ecosystem of the chip industry, and accelerate the construction of an industrial incubation carrier for cross regional operation.
As a member of the Chinese People's Political Consultative Conference from Hong Kong, Li Jiajie travels back and forth between mainland China and Hong Kong all year round, which has given him a profound understanding of the market environment and development situation in both places. He believes that in order to promote the innovative development of the artificial intelligence industry, the country can consider leveraging Hong Kong's advantages and jointly conducting research and application development of artificial intelligence technology with mainland cities and institutions. As a highly open international city, the Hong Kong Special Administrative Region has strong advantages in industrial foundation, talent, and research and development environment, which can provide a superior environment for China's artificial intelligence industry to further break through the above difficulties and achieve leading new development.
Regarding this, Li Jiajie proposed the following suggestions: firstly, include Hong Kong in the existing national plan for the development of artificial intelligence, build the Hong Kong Special Administrative Region into an "international artificial intelligence capital", support more Hong Kong funded enterprises to apply to join the "innovation platform", and accelerate the deployment of computing hub nodes and national laboratories in the field of artificial intelligence in Hong Kong; 2、 Deploying the "National Artificial Intelligence Supercomputing Center" in Hong Kong from a national strategic perspective, breaking the development space limitations of Hong Kong at the forefront of the industrial chain, effectively driving upstream and downstream investment in the artificial intelligence industry in the Guangdong Hong Kong Macao Greater Bay Area, and driving the rapid development of a series of related industries; 3、 Taking advantage of Hong Kong's characteristics, we will jointly cultivate high-level talents in the field of artificial intelligence, build a one-stop talent service platform for the Guangdong Hong Kong Macao Greater Bay Area, guide mainland institutions to strengthen industry university research cooperation with Hong Kong universities and enterprises, promote the construction of related disciplines in the field of artificial intelligence with an application-oriented approach, and cultivate a group of AI innovation teams and urgently needed professional and technical talents.
He suggested that relevant policies be introduced to guide China's computing power in supercomputing, intelligent computing, and quantum computing through specific projects as soon as possible. The integration of quantum computing, supercomputing, and intelligent computing is a new type of hybrid computing system that combines quantum computing, supercomputing, and intelligent computing innovations to achieve more efficient and intelligent computing.
Liu Qingfeng, a representative of the National People's Congress and chairman of iFlytek, suggested that based on the 2017 "New Generation Artificial Intelligence Development Plan", we should focus on the shortcomings that need to be addressed in the development of general artificial intelligence in China, and design a national "General Artificial Intelligence Development Plan" systematically around the dimensions of independent and controllable computing power ecology construction, high-quality data open sharing, scientific evaluation standard formulation, forward-looking research and development of source technology, talent cultivation, legal formulation, and ethical humanities. The plan should be promoted and implemented by the state at a high level, continuously narrowing the gap between China and the United States in the general artificial intelligence industry in terms of general base platforms, and creating comparative advantages in industry application and value creation for China.
According to China Securities Network, Liu Qingfeng believes that while formulating the development plan for general artificial intelligence, the country should also accelerate the related work of promoting the development of general artificial intelligence.
He put forward the following suggestions: firstly, leverage the advantages of the national system, increase and maintain continuous investment in the "main battlefield" of the universal large model base; Secondly, accelerate the formation of an independent and controllable industrial ecosystem centered around domestic large-scale models; Thirdly, promote the openness and sharing of national level high-quality training data; Fourthly, introduce more objective, fair, and credible evaluation methods to accelerate the application and implementation of large-scale models in the industry field; Fifth, adhere to systematic innovation of core technologies at the source, and make good arrangements in strategic and forward-looking basic research fields; Sixth, accelerate the promotion of big models to empower the entire academic stage, and use a new mechanism to accelerate the exploration of cultivating top-notch innovative talents in artificial intelligence in China; Seventh, research talent competency models and training programs in the era of general artificial intelligence, and accelerate the cultivation of applied talents; Eighth, accelerate the formulation and review of laws and regulations related to general artificial intelligence technology; Ninth, establish soft topics for ethical and humanistic research related to general artificial intelligence.
Lei Jun, as a representative of the National People's Congress, has prepared four proposals to be submitted to the conference, including accelerating the construction of a green and low-carbon supply chain for the manufacturing industry, strengthening the cultivation of artificial intelligence talents to meet the needs of technological change, further regulating the safe application of intelligent driving products, increasing support for intelligent manufacturing, and accelerating the integration of advanced technology development.
Among them, when it comes to strengthening the cultivation of artificial intelligence talents to meet the needs of technological change, it is proposed to popularize artificial intelligence literacy education from the compulsory education stage; Vigorously promote the construction of artificial intelligence related majors in universities; Support large technology enterprises and educational training institutions to cultivate applied talents in artificial intelligence.
In further standardizing the safe application of intelligent driving products, it is proposed to standardize the application of assisted driving functions and create a safe driving experience; Standardize the application of autonomous proxy parking function to ensure the safety of unmanned scene experience; Standardize the use of vehicle data and enhance the safety level of intelligent driving products.
Suggestions on increasing support for intelligent manufacturing and accelerating the integration of advanced technology development, promoting the integration and innovation of advanced intelligent technology and manufacturing industry, and accelerating the deployment of industrial large-scale models; Improve the construction of the standard system and explore the "Chinese paradigm" of intelligent manufacturing; Support leading enterprises to undertake major projects in intelligent manufacturing and tackle key technological equipment.
Xiaopeng Motors Chairman and CEO He Xiaopeng has provided suggestions and plans to bring "Suggestions on Exploring Limited Scenario Autonomous Driving Regulations and Accelerating the Integration and Interaction of New Energy Vehicles with the Power Grid" and "Suggestions on Promoting the Application of Flying Vehicles and Supporting the Development of Low altitude Economic New Quality Productivity".
Regarding the exploration of limited scenario autonomous driving regulations and the acceleration of the integration and interaction between new energy vehicles and the power grid, it was mentioned to explore policies and regulations for low-speed autonomous driving in limited scenarios, and to carry out pilot applications of low-speed autonomous driving and energy replenishment in limited scenarios at night; Promote top-level design of car network interaction, build mature business models, unify relevant standards, explore more application scenarios, and accelerate market-oriented promotion.
In promoting the application of flying cars, it is proposed to clarify the top-level plan for flying car certification, increase investment in certification resources, and form a product certification path that can be implemented in stages; ）Establish a flying vehicle operation system to support the large-scale application of products from multiple aspects such as driver qualifications, airspace, and operation management; Referring to the experience of policy development in the new energy vehicle industry, we will promote the rapid development of the flying car industry.
National People's Congress representative and General Manager of GAC Group, Feng Xingya, has brought five new suggestions and one proposal on the formulation of regulations and standards for intelligent driving, focusing on specific content such as new energy vehicle power battery standards, integration of new energy vehicles with the power grid, development of energy-saving vehicles, development of automotive grade chip industry chain, and automobile exports.
To accelerate the promotion of the two-way interaction between new energy vehicles and the power grid, Feng Xingya proposed suggestions such as improving the technology and standard system, perfecting the electricity price and power trading mechanism, and increasing demonstration applications.
Due to the rapid development of new energy vehicles, the attention to fuel vehicles has decreased in recent years. Feng Xingya believes that the role of energy-saving vehicles in achieving the "dual carbon" goal cannot be ignored. To this end, Feng Xingya suggests that a medium - and long-term special plan and support policies for energy-saving vehicles should be introduced as soon as possible, and supporting measures such as taxation and purchase restrictions should be improved. Positive guidance should be increased to enhance the social recognition of energy-saving vehicles.
At present, automobile exports have become an important engine driving the growth of automobile production and sales. However, due to the accelerated follow-up of overseas brands and the complex business environment, automobile exports still face enormous pressure and urgently need assistance from the government. For example, the entire process operation mechanism of automobile export still needs to be optimized, and the supporting measures for automobile export need to be continuously improved. Therefore, Feng Xingya proposed to promote international cooperation in industries, coordinate common export issues, optimize export supervision mechanisms, strengthen information and transportation capacity construction, and take multiple measures to safeguard high-quality development of overseas markets.
Around the focus of the second half of the automotive industry's transformation towards intelligence, Feng Xingya also submitted a proposal this year to revise relevant provisions of the Road Traffic Safety Law and clarify the legal responsibility for intelligent driving, calling for accelerating the high-quality development of intelligent vehicles through legislation.
The chip industry still faces a bottleneck problem in key technological fields. During this year's Two Sessions, Feng Xingya put forward suggestions to address the shortcomings of domestic automotive chip design technology, overall backwardness of core manufacturing, insufficient coverage of chip applications, and an unhealthy ecosystem. These suggestions include tackling design shortcomings, improving manufacturing capabilities, strengthening automotive applications, and improving application support, reflecting a high level of attention to the localization of chip applications.
Zhang Xinghai mentioned that as China's automobile exports continue to accelerate, there has been a significant increase in tariffs and non-tariff trade barriers worldwide, posing severe challenges to China's new energy vehicle exports. Meanwhile, Zhang Xinghai believes that China's automobile industry is currently mainly focused on individual car companies going global, and has not yet formed a situation where the entire industry chain system goes global.
Based on the above issues, Zhang Xinghai suggests that relevant departments promote international mutual recognition of standards, methods, and data for automobile carbon footprint accounting, especially strengthening cooperation with the European Union for low-carbon development, and breaking through carbon emission barriers for China's new energy vehicle exports to Europe. At the same time, we should learn from the advanced carbon footprint accounting experience of the European Union and guide domestic automobile carbon footprint accounting work.
In response to the phenomenon of car companies going global alone, Zhang Xinghai suggests conducting in-depth research on parts companies that have the potential and are actively going global, especially providing financial and tax support for private parts companies, encouraging high-quality supply chains to go global, and collaborating with high-quality car companies to develop overseas, leveraging the comprehensive competitiveness of Chinese cars in the supply, manufacturing, and product sides.
China Mobile's Yang Jie: Fully promote the "AI+" action and accelerate the formation of new quality productivity
Yang Jie, member of the Standing Committee of the National Committee of the Chinese People's Political Consultative Conference and Chairman of China Mobile, stated in the proposal on comprehensively promoting the "AI+" action and accelerating the formation of new quality productivity that the current AI big model has made substantial breakthroughs and accelerated the new stage of large-scale application, promoting the upgrading of artificial intelligence from an auxiliary means to help improve the quality and efficiency of thousands of industries to an indispensable infrastructure and core capability to support economic and social transformation and upgrading, and accelerating the transformation from "+AI" to "AI+".
To this end, he suggests promoting the "AI+" initiative at the national level, fully leveraging artificial intelligence to drive technological breakthroughs. Specific suggestions are as follows:
Coordinate the coordinated development of computational intelligence, perceptual intelligence, cognitive intelligence, and motion intelligence, and build a solid foundation for the development of "AI+". Yang Jie suggests strengthening the organic integration and system innovation of the "four types of intelligence", accelerating major breakthroughs in forward-looking basic research and leading original achievements, promoting AI to have stronger cognitive, judgment, and creativity, and injecting strong momentum into the formation of new quality productivity.
Accelerate the promotion of artificial intelligence to benefit thousands of households, empower thousands of industries, and create an "AI+" industrial highland. To promote the all-round and deep integration of AI into key areas and core links of the real economy, we should focus on the people's needs for a better life in education, healthcare, elderly care, entertainment and other fields, accelerate the layout of strategic emerging industries such as super large intelligent computing centers, humanoid robots, unmanned driving, and future biology, and cultivate a batch of innovative applications with demand, benefits and prospects, such as multimodal human-computer interaction, intelligent assistants, industrial understanding computing and code generation.
Explore the construction of an innovation consortium with enterprises as the main body and deep integration of industry, academia, research and application, and cultivate a fertile ground for "AI+" innovation. Yang Jie believes that in the face of AI system innovation, it is necessary to fully leverage the role of enterprises as the main body of technological innovation, and create innovation consortia and new research and development institutions that involve a wide range of state-owned enterprises, private enterprises, universities, and research institutes. On this basis, integrating advantageous resources such as production, education, and scientific research, coordinating key innovation links in upstream, midstream, and downstream, improving the evaluation system and incentive mechanism for scientific and technological innovation, can help create a good atmosphere that encourages innovation, dares to break through, and tolerates trial and error. It can widely attract global AI leaders and renowned scholars, cultivate a number of demonstration benchmark applications for key industries in the national economy, promote the deep integration of innovation chain, industry chain, capital chain, and talent chain, accelerate AI technology breakthroughs and application popularization.
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