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chips are called "industrial food" and have a considerable influence on economic development and technological progress. In terms of scientific research, many studies need to be completed with the help of equipment. The more high-end precision equipment, the more high-end process chips are needed; in terms of industrial manufacturing, as the process becomes automated and intelligent, production efficiency has greatly improved, and the demand for chips has increased. It has also increased.
Especially in the field of smart car manufacturing, with the rise of the smart car manufacturing industry, the demand for chips has experienced strong growth. The car manufacturing field can be said to be the most "core-deficient" industry.
Our country has begun to pay attention to the self-research of chips
After realizing that chips are so important, since we cannot be the "leader" of the industry, we will stop the development of others. With this determination, Laos and the United States have implemented a full range of technological siege on my country's semiconductor industry.
Not only are all US companies unable to provide relevant technical services to our company, but companies in other regions that use some US technologies are also unable to freely ship goods or provide technical support to us. For example, ASML is a living example. Under the restrictions of "chip rules", ASML cannot ship EUV lithography machines to my country, and can only ship DUV lithography machines with slightly lower technology.
But this has also brought a great negative impact to ASML. Since the changes in chip rules, domestic manufacturers have begun to reduce their dependence on overseas companies, attach importance to independent research and development of technology, and strive to achieve domestic replacement of chips. Huawei is one of the most representative companies.
After the chip supply chain channels were cut off, Huawei announced its full entry into the semiconductor field. Its subsidiary Hubble Investment has continuously invested in a number of domestic semiconductor-related industries in the past six months to accelerate the breakthrough of the domestic semiconductor industry chain. In addition, it has also increased In order to strengthen its self-research efforts, it not only listed the HiSilicon department as a first-level department, but also announced that 20% of its annual turnover will be used for the research and development of independent technology.
As many manufacturers realize the importance of self-developed chips, with the support and appeal of the state, more and more companies have entered the layout of self-developed semiconductors.
OPPO, vivo, Xiaomi and other domestic manufacturers have also reduced their dependence on Qualcomm and other American chips, and began to develop self-developed imaging and AI chips. The layout of self-developed processor chips is also in progress. Now Xiaomi has successfully developed its own power supply chip, vivo has developed its own professional imaging chip, and OPPO has also established a dedicated chip research and development department.
In the domestic chip market, with the support of domestic manufacturers for domestic chips, the market share of MediaTek has surpassed Qualcomm and became the first in the global chip market share.
24 billion chips are just the beginning
According to the import and export data released by the General Administration of Customs, my country imported 186 billion chips in the first quarter of this year, a year-on-year decrease of 11.4% compared with the 210 billion chips in the previous year, a full reduction of 24 billion. piece.
In addition, according to market statistics, my country's average sales growth rate in the chip field has become the world's first. Among the 20 fastest-growing semiconductor companies in the world last year, Chinese companies accounted for 19, which is the same as last year's. Compared with 8 companies, it increased by 137%.
Last year, my country's chip shipments exceeded 360 billion, a year-on-year increase of 33.3%, and the average monthly production capacity exceeded 30 billion.
And this is just the beginning. As my country accelerates its layout in the semiconductor field, my country's chip imports will only become less and less in the future. By then, overseas chip companies such as Qualcomm will only lose more and more market share.
ASML has begun to wake up.
As my country's semiconductor industry continues to improve, ASML has also begun to wake up. It has continuously expressed its desire to realize free shipments to our country as soon as possible, increase shipments to the Chinese market, and increase recruitment in our country. number of employees and increase the presence in the Chinese market.
According to the 2022 first quarter financial report released by ASML, ASML shipped 23 lithography equipment to my country in the Q1 quarter of this year. my country has surpassed the United States to become the third largest market for ASML, accounting for more than 14% of ASML sales.
In addition, according to the Financial Associated Press, in order to expand the scale of its R&D center in my country and support the growth of its business in my country, ASML will add 200 R&D personnel and establish a maintenance center to better serve the domestic market.
The rise of my country's semiconductors cannot be stopped.
In addition to the promising market prospects in my country, what ASML is even more afraid of is that our dependence on lithography machines is constantly decreasing. On the one hand, our self-research on photolithography machines has made considerable progress. Whether it is photoresist and other raw materials, we have made breakthroughs in dual workbenches, exposure technology, etching machines, cleaning equipment, and production processes. Progress.
SMIC has self-developed a 7nm process and is currently undergoing risk trial production. High-tech companies such as Huawei have also self-developed new chip stacking processes. By packaging two or more chips together using advanced processes, It can improve performance by 40% or more.
Huawei has publicly stated that it will invest 20% of its annual revenue in technology self-research to achieve a comprehensive breakthrough in the industry chain. At present, Huawei has self-developed car chips, TV chips, screen driver chips, etc., including the imaging chip used in the latest new model released. These chips are basically already commercially available.
In addition to traditional silicon-based chips, Huawei has also set its sights on optoelectronic chips, which the industry generally believes will become a future development trend. A non-U.S. technology chip industry chain will emerge within a few years.
This is why it is said that the rise of our semiconductor industry cannot be stopped. If you have any thoughts on the development of our semiconductor industry, please leave your views in the comment area for exchange.
