我国集成电路现代化产业体系构建的战略与路径思考

Insights on strategy and approach for China to construct a modern integrated circuits industrial system

集成电路产业具有高度系统复杂性特征,其关键核心技术的突破高度依靠体系化能力支撑。美西方加速推进遏制中国崛起的“小院高墙”策略、“新华盛顿共识”和“去风险”等体系化政策,中国集成电路产业“阻链”“断链”等极端风险加剧;同时,面临中国式现代化和加快发展新质生产力的新使命新要求,亟须以新发展范式和战略逻辑加快推进集成电路产业现代化。文章基于新型国家创新体系、使命驱动型创新和场景驱动创新理论,探讨从“后发追赶”和“前瞻引领”双元整合视角,统筹“使命牵引”与“场景驱动”,重构集成电路技术创新体系,加快集成电路产业现代化;并进一步提出把握场景机遇、健全新型举国体制、统筹科技教育人才“三位一体”、建设国家级创新联合体、加强企业主导的产学研深度融合、构建全球本土化创新生态等对策思考,为加快以科技创新引领集成电路产业现代化、助力新质生产力培育提供理论与战略支撑。

The integrated circuit(IC)industry is highly complex and systematic,and its key core technology breakthroughs are highly dependent on the support of systematic capabilities.The West especially the United States has accelerated the promotion of the“small-*Corresponding author yard,high-fence”strategy,the“New Washington Consensus”,the“de-risking”,and other systematic policies to curb China’s rise.China’s IC industry chain is facing extreme risks such as rupture or blockage.Meanwhile,facing the new mission and requirements of Chinese modernization and new-quality productivity,China needs to accelerate the modernization of the IC industry with new development paradigms,new strategies,and new approaches.Based on the theories of new national innovation system,mission-oriented innovation,and context-driven innovation,this study proposes that China need to integrate the dual approaches of“mission-oriented”and“context-driven”to promote the modernization of IC technology system and industrial system from the dual perspectives of“catch-up”and“beyond catch-up”.Policy and practical suggestions are further proposed such as seizing the context-driven innovation opportunity,coordinating the technology,education,and talents,building national-level innovation consortia,strengthening the firm-leading collaborative innovation system,and constructing a glocalized innovation network,which provides theoretical and strategic support for accelerating the modernization of China’s IC industry towards new-quality productivity.