After the core of Huawei was cut off in , the popularity of chip topics became very high, but to be honest, chips are indeed the shortcomings of Chinese technology and are completely short. The process of chip manufacturing is actually very complicated, with three main links, and none of them are indispensable. Chinese chips have the risk of being "bottled" in chip design, chip manufacturing, and all links of chip packaging . Therefore, once Western countries grasp this shortcoming, it will be difficult for Chinese chip companies to "turn over".
For example, Huawei HiSilicon has certain advantages in the field of chip design, but Huawei is "bottled". In addition to the independently designed Kirin chip that cannot be manufactured, industrial design software, chip architecture, etc. also have the risk of being "bottled". SMIC has performed well in chip foundry, but chip manufacturing equipment is also a weakness that is easily "bottled". SMIC purchased EUV lithography machines three years ago, but has not received them, which has also hindered the development of processes above 7nm.
Of course, since it has been "bottled", from a positive perspective, the chip break has stimulated the determination of domestic chip-related companies to independently research and development, which has also promoted the development of China's chip industry to a certain extent.
Recently, TrendForce released the data for the Q2 quarter of 2022 - "Global Top 10 Factor Foundry Enterprise Ranking". From this list, we can see that TSMC still ranks first with a share of 53.4%, occupying half of the global chip foundry market, while Samsung ranks second with a market share of 16.5%.
But the most eye-catching thing on this list is not the first and second companies. The fierce competition occurs between the fourth and fifth. The fourth is GM , and the fifth is SMIC. Judging from the data, the market share gap between SMIC and GF is only 0.3%, and the gap is already very small.
And in terms of growth rate performance, SMIC is also slightly better. SMIC maintains a high growth of 3.3%, while GF maintains a growth rate of 2.7%. If this trend is followed, it will not take long before the gap of -0.3% will become a +0.3% gap, and SMIC will also become the fourth largest chip foundry company in the world.
still remember when Chinese chip was "bottled". Academician Wu Hanming once said, don't blindly pursue breakthroughs in high-end chips, step by step, now the mid- and low-end chip market has gained a foothold, so that you can have the confidence and strength to impact the high-end market. SMIC has also understood this point. After the procurement of EUV lithography machines was hindered, SMIC has focused on mature process chips and is constantly expanding its production capacity.
You should know that the demand for domestic mainstream chips is still mid- and low-end chips, so as long as SMIC can meet the production capacity of domestic mid- and low-end chips, then the import volume of Chinese chips will drop sharply, which is also a powerful fight against the US-based chip chips. This is a beautiful "turnaround" battle, keep cheering! What do you think about this? Welcome to comment and leave a message!
