The Ministry of Industry and Information Technology and the National Development and Reform Commission recently jointly issued the 15th Five-Year Plan for the Development of the Electronic Information Manufacturing Industry, or the Plan. The ministries also explained the background to its release, its development goals and key tasks, and the measures for implementation.

Revenue at Above 30 Trillion Yuan by 2030

During the 14th Five-Year Plan period, China’s electronic information manufacturing industry ranked first among 41 industrial categories by revenue for the 13th consecutive year. The country made new advances in integrated circuits, servers and new-display technologies, while AI terminals gained momentum and the large-scale deployment of the BeiDou satellite navigation system continued.

The Plan calls for China’s electronic information manufacturing industry to achieve notable progress in high-quality development by 2030, with revenue at above 30 trillion yuan for large-scale enterprises and R&D spending reaching 3.5% of revenue. The country will build a group of competitive technologies, products and companies in areas including integrated circuits, advanced computing, consumer electronics, basic electronics and energy electronics. Its computing power supply capacity, the adoption of next-generation intelligent terminals, and coordination across hardware, software, standards and patents will also improve further.

17 Key Tasks Across Four Areas

The Plan sets out 17 key tasks across four areas: strengthening foundations, improving quality, cultivating new growth drivers and enhancing governance.

On industrial foundations, the priorities are to advance full-chain research on integrated circuits, promote the high-end development of electronic components and materials, accelerate innovation and applications for intelligent sensors, expand the supply capacity of specialized electronic equipment and measuring instruments, and strengthen the foundations of the photonics industry.

For electronic devices and systems, the priorities are to strengthen industrial-chain resilience, build an advanced computing ecosystem, accelerate consumer-electronics innovation, and advance breakthroughs in hardware-software coordination and electronic system equipment.

To cultivate new growth drivers, the Plan identifies energy electronics, spatiotemporal information, AI hardware, and digital-intelligence technologies for industry electronics as priority areas. Breakthroughs in key AI chip and terminal technologies are included in a dedicated initiative to support the development of AI applications and next-generation intelligent terminals.

For sustainable development, the Plan calls for stronger domestic innovation and industrial governance capabilities, better regional coordination, and broader international opening and cooperation.

Nine Dedicated Initiatives Cover AI Chips and Terminals

To address the key tasks, the Plan establishes nine dedicated sections covering electronic components and materials, specialized electronic equipment, critical photonics technologies, advanced computing, consumer electronics, energy electronics, spatiotemporal information, AI chips and terminals, and innovation and development in industry electronics.

Among them, “systematic breakthroughs in key AI chip and terminal technologies” is included as a dedicated initiative for cultivating new industrial growth drivers, underscoring the importance of AI hardware to the future development of electronic information manufacturing.

Six Measures to Support Implementation

To advance implementation of the Plan, the two ministries proposed six sets of safeguards: strengthen coordination among government departments and between central and local governments; use existing funding channels to support major strategic tasks; promote integrated development across education, science and technology, and talent; deepen cooperation between industry and finance; monitor and evaluate implementation; and leverage industry associations and chambers of commerce in self-regulation, supply-and-demand matching, and business services.