Abstract: In recent years, focusing on China’s IC industry policy, the academic community has launched a series of explorations. Most of the existing studies focus on the effect of the selected policy, and there is a lack of research on the process of IC industry policy change from the prospective of history. To better understand the policy change process of China’s integrated circuit industry, we selected 93 policies issued by China’s central authorities from 2001 to 2020 as the main research object. Based on content analysis and policy documents quantitative research methods, we summarize the change process and evolution characteristics of IC industrial policy from the perspectives of policy quantity, policy makers and policy focus at different development stages. The outcome shows that the number of policy documents issued in a single year has increased explosively with the promulgation of Programmatic Policies since China issued the first policy text for the IC industry in 2000. Since entering the 12th five-year plan, policymakers has become more diverse, intergovernmental cooperation has become more frequent, the central government has paid more attention to the IC industry, and the utilization efficiency of government resources has been improved. According to the five-year plan and the distribution of policy focus, we divided the policy stages into four periods: the chase period of advanced technology, the cultivation period of innovation ability, the attention period of industrial law and the improvement period of development quality. The change process of policy focus shows that in the early stage, the government paid more attention to build the whole domestic IC industry chain and optimize the layout. While in the medium term, the policy turned to focus on the promotion of industrial value chain to middle and high-end, and also concerned about the systematic improvement of industrial innovation chain. and in recent years, the policy makers give attention to the two-way integrated development of the industrial chain and innovation chain. The whole evolution process is reflected in the change of government governance concept. With the continuous deepening of the policymakers' understanding of the characteristics and development law of the integrated circuit industry, the existing policy system is also constantly adjusted and supplemented. Based on the composition of the existing policy system and the reality of IC industrial development in China, the policy makers should pay more attention to build a better domestic industrial innovation ecosystem in the future, and explore a policy system more in line with the law of IC industry.

摘要： 以2001-2020年中国国家层面颁布的93项集成电路产业政策为研究对象，对不同发展阶段的产业政策数量、政策发文主体和政策焦点的变迁过程与演变特征进行归纳梳理。研究发现，自2000年我国出台首项针对集成电路产业的政策文本以来，单年政策发文数量伴随纲领性政策颁布呈现阶段性爆发式增长；政策主体变化表现为自十二五以来参与主体更多元、府际合作更频繁，即中央对集成电路产业的重视程度不断增加，政府资源利用效率不断提升；依五年规划和政策焦点分布将政策阶段划分为从无到有追跑期、创新能力培养期、产业规律重视期、发展质量提升期；政策焦点变迁过程总体呈现为早期注重集成电路全产业链布局与发展，中期关注产业价值链向中高端迈进和产业创新链向系统化完善，近期聚焦产业链与创新链的双向融合发展。政策演变逻辑为政府治理理念随着对集成电路产业特征和发展规律认识的不断深入而对已有政策体系不断进行调整和完善。