Original Technology Run Linwei
In order to suppress the development of China's high-tech technology, the United States' methods are emerging one after another. Of course, the most core thing is to make a fuss about "chips". After all, chips can be regarded as the cornerstone of modern industrial civilization and an indispensable and important part of modern technology.
However, the United States imposed various sanctions on China, not only Chinese companies were impacted, but also the chip industry in the United States has also experienced turmoil.
According to public data, my country's chip imports fell by 43 billion yuan in the first seven months of this year, with an average reduction of more than 6 billion chips per month. The export of chips has increased by 20%, which means that my country's dependence on chip imports is gradually decreasing, and the self-sufficiency rate is constantly increasing.
China is the world's largest chip purchaser. my country has greatly reduced chip purchases, causing many foreign companies to lose orders and market share. This is especially true for the United States, which accounts for nearly 50% of the global chip market. For example, the American chip giant Qualcomm is forced to transform in the face of tightening market demand.
As we all know, the manufacturing situation in the United States is not optimistic and the degree of loss is very high. Chips are one of the few industries in the US manufacturing industry that have a high advantage. In the past two years, relying on sanctions on Huawei , companies in the US chip industry have lived a good life for almost two years, but since this year, they have encountered a "cold winter".
Overcapacity of chip production has put American chip companies in great pressure. Demand in industries such as mobile phones, TVs, cars and home appliances has declined sharply, and large-scale order cuts and withdrawals have occurred in various markets. Especially RF chips and analog chip companies, they sell their products at a low price under the pressure of high inventory, and the maximum price reduction can be close to 90%!
such as Intel (Intel), AMD and NVIDIA (NVIDIA), have also experienced different performance declines and losses.
Even Qualcomm, as a leader in the US chip industry, did not suffer any performance losses, but it faces a lot of pressure.
Qualcomm has become the leader of the global mobile chip market for more than ten years, but its status has undergone subtle changes in the past two years - the demand for Snapdragon chips in the Chinese market has begun to decrease, and major brands prefer MediaTek Dimensity chip .
After obtaining the license to supply 4G chips to Huawei, Qualcomm did not customize the latest chips to Huawei. However, after facing the competitive pressure from MediaTek, it couldn't wait to provide Huawei with the Snapdragon 8G1 chip, which shows its anxiety.
But even with the large customer Huawei, Qualcomm doesn't seem to be able to occupy a dominant position in the mobile phone chip industry. To this end, Qualcomm returned to its old business and began to enter the PC processor and server chip market.
However, Qualcomm entered the server chip market and tried it in 2018, but the effect was not ideal at the time, and it was announced to fail in just one year. Although the PC processor of Snapdragon 8 CX was launched later, no substantial progress was made.
Mobile phone chips have lost their absolute competitiveness in the past, and the PC processor has not caused any storm. It can be seen that Qualcomm's current innovation capabilities have not reached the top level in the market.
And Qualcomm's dilemma is like a microcosm of the US chip industry, lacking technological innovation and technological revolution, and can only rely on other means to maintain its market position. China's technology companies are actively developing under the lockdown in the United States, constantly breaking one blockade after another. The increase in chip self-sufficiency rate can also indirectly prove the progress made by China's technology industry.
originally thought that it would lock down the shipment of ASML lithography machines and major foundries, and even destroy the normal order of the global semiconductor supply chain, which could cause a devastating blow to China's technology industry.But China's current declining chip import demand is obviously beyond the expectations of the United States.
