Perhaps 5 years ago, everyone had no idea about chips, and the chip industry had never received enough attention from Chinese people. With the development of smartphones, the chip has almost become the topic of conversation for all Chinese people after dinner. Although everyone has almost zero understanding of chip technology, this does not affect our concern for the development of chips. After all, everyone's work and life cannot do without this small chip.
The US sanctions on China's semiconductor industry have completely caused China to fall into a "chip shortage" situation. For example, the domestic light of the product Huawei mobile phone can completely sell 4G mobile phones in the 5G era. No matter how good the design is, we cannot produce them.
Is China's chip industry really so unbearable?
In the chip industry, we have indeed made efforts late. We need to import a large amount of chips. Many people may not know that our chip imports are larger than crude oil. Now foreign countries are not selling it to us, but instead forces Chinese semiconductor companies to develop fast lanes. in the global chip enterprise growth ranking, China accounts for 19 , and the development speed of Chinese chip enterprises is still very fast. The goal is to achieve the localization of chips and reduce dependence on imported chips.
my country's chip import volume has decreased by 12.8% this year. What is this? It reached 61.2 billion! With the reduction of these chips, will China produce less things? No, all of the 61.2 billion chips in use domestic chips! In the past, low-priced foreign chips came in, but domestic companies' chips could not be sold. Imports are no longer allowed today, and the spring for domestic companies has arrived!
In 2021, the downstream market demand of the chip manufacturing industry was strong. The market size of my country's chip manufacturing industry exceeded one trillion . In 2021, the market size of the domestic chip industry was 1.05 trillion yuan, and increased by 18.2% year-on-year. Such a growth rate is rare in the world!
Doesn’t China have a leading chip?
chip industry, what you hear most is the process, 28 nanometers, 14 nanometers, 7 nanometers, 5 nanometers, and even 3 nanometers. In terms of chip technology, the higher the process, the more transistors are integrated per unit area, the faster the calculation, and it will save more power.
However, this part of high-end process chips are often only used in limited environments. Mobile phones are of course the most important use scenarios for us and the most common use scenarios. However, in addition to mobile phones, all intelligent equipment such as our cars, computers, elevators, telephones, and lights need to be supported by chips. Many devices are directly connected to power sources, and there is no need to consider power consumption. It is not sensitive to the size of the chip, but reliability is the first priority. If the chip production process of
is high, the reliability will be reduced and the production yield rate will also be reduced. Therefore, the chips used in many other scenarios are not the chips with the highest-end process. Globally, 28 nanometers and 14 nanometers are the most widely used chip processes!
For China, our domestic companies have achieved a 14-nanometer mass production process, which means that in principle, we can produce all other chips ourselves except high-end process chips like mobile phones.
This is China's greatest confidence at present. Why does Chinese chip companies develop rapidly? The essence is to seize the 14-nanometer and 28-nanometer chip process, make rapid breakthroughs and develop, and use the money originally used for import to develop technology. We will not import it anymore, we will make all of it ourselves.
For example, the TCON chip of Hisense has a global market share of more than 50%! Yangtze Memory is also our domestic company that produces memory chips. It is expected that it will increase its share to 7% this year, surpassing Intel to become the top six NAND flash memory chip companies in the world.
All domestic companies are busy with technological breakthroughs and expanding production capacity. Why? Just prepare for domestic products! Supply chain, realizing domestic production.
The rise of domestic semiconductors also means the end of TSMC.An era is over. TSMC is backed by the mainland market and successfully surpassed , Qualcomm and to become the leader in the industry. However, starting this year, TSMC finally couldn't stand it anymore, profits fell sharply, shipments of advanced processes decreased rapidly, projects that really make money were cut, and money invested in R&D in the future are all problems. It’s just a matter of time before domestic chips rise. The chip industry is a big game. Fortunately, we have a huge market foundation, a huge talent foundation, huge financial support, and huge national backing!
