Since the core of Huawei was cut off, the global chip market has also ushered in a "core shortage wave". Due to insufficient chip production capacity, the chip market has been in short supply. Many chip manufacturers have raised prices, and prices have soared. At its peak, car chips that usually cost a few dozen yuan were once sold for more than 2,000 yuan. It’s as crazy as you want!
However, in just one year, the "crazy" chip market has gradually "calmed down" and chip prices have stabilized. Analog chips that had previously increased in price to around 90 yuan have also returned to the normal price of 10 yuan, with prices falling by as much as 90%. So why is the chip market ushering in such a change? Without bragging, it’s all because of China. There are two main reasons.
First, when the "core shortage tide" began, chip companies such as TSMC, Qualcomm , etc. all ushered in price adjustments. However, due to the impact of YQ, all walks of life experienced a decline in performance, such as the home appliance industry and the automobile industry. and the smartphone industry, among others. Taking the smartphone industry as an example, shipments in China's smartphone market fell by as much as 40%.
At this time, mobile phone manufacturers did not "get used to" the bad habit of chip companies to raise prices, and decisively cut production capacity. You know, in the global smartphone market, except for Samsung and Apple , the other giants are almost all Chinese brands. Many domestic mobile phone manufacturers have reduced chip orders. This has a huge impact on the entire chip industry. Directly Impacted global chip demand. As global chip demand decreases, prices naturally stabilize, and the chip market changes from undersupply to oversupply.
Secondly, after Huawei was cut off, domestic technology companies have joined the team of self-developed chips and have set a goal of "achieving a chip self-sufficiency rate of 70% by 2025." Although the high-end chip market has encountered obstacles due to the lack of EUV lithography machines, China has made great breakthroughs in the field of mid- and low-end chips. China's chip imports have obviously declined, and the self-sufficiency rate of domestic chips has also been steady. promote.
According to data, the cumulative chip import volume in the first four months of 2022 decreased by 24 billion compared with the same period last year. On the one hand, it is more or less related to the "global chip shortage", but on the other hand, it is also proof of the improvement in the self-sufficiency rate of domestic chips.
The reason why Huawei is stuck by the United States is because of the shortcomings of its chips. And Huawei is not an exception. Once other domestic technology companies take the lead in other fields, they may also suffer unfair treatment and sanctions from the United States like Huawei. Therefore, "it is better to buy than to build" is a fallacy, and it is just a routine used by American companies to "confuse" domestic technology companies.
We all know that it is much more difficult to build it yourself than to spend money to buy it, but this cannot be a reason for us to relax and compromise. Core making is like climbing a mountain. The process of climbing is indeed difficult, but when you stand on the top of the mountain, all the hard work will be in vain, and no one can restrict your "freedom" anymore. This is the real truth. independent! At present, our country's chip industry is in the process of climbing. Hard work, hardship, and disappointment are all normal. But as long as we work hard enough, there is no difficulty that the Chinese cannot overcome.
Recently, good news has come from Huawei, which is at a low point. The self-developed NPU chip has been delivered and is expected to be launched on the Huawei Mate50 series. This is a "boost" for Huawei and the Chinese chip industry. Keep up the good work! What do you think about this? Welcome to leave comments and messages!
