"China Chip" has frequent good news
China consumes hundreds of billions of chips every year, and the import volume of chips spent is almost more than US$300 billion every year. About 60% of the world's chips are sold in the Chinese market, forming a huge consumer market.
No one will be unable to get over money, so many American companies focus on chip sales in China.
Qualcomm , Intel , Nvidia, AMD made a lot of money by supplying chip processors. There are also Applied Materials, Kelei Group, Panlin Group and other U.S. semiconductor companies have also shipped semiconductor equipment in large quantities to China, and about 30% of their revenue is guaranteed from the Chinese market.
It can be said that the Chinese market provides sales growth space for US companies, but due to the rules set by the United States, these US companies have been blocked from selling products. After some products were not sold, the consumer market began to embark on the road of self-reliance. On the one hand, it has increased the local chip production capacity, and on the other hand, it has reduced chip imports in the context of changing demand.
In the first three quarters of this year, the number of domestic integrated circuit chips imported was 417.1 billion, a year-on-year decrease of 12.8%, down about 61 billion chip imports.
Most of the chips of US companies are exported to China. Once domestic demand decreases, US companies will also lose sales. So not only do they cannot sell chips, they also cannot sell them.
Of course, the reduction in chip imports does not mean that there is no chip demand, but most of the chip supply methods are being carried out in China. The frequent good news from China Chip confirms this.
First, SMIC invested 170 billion to build a factory to increase production capacity construction.
SMIC is the largest chip manufacturer in mainland China, and has mastered the mass production capabilities of 14nm, 28nm and other processes. According to public information from SMIC, it will build 12-inch wafer factories in four urban areas, namely Beijing, Shenzhen, Shanghai and Tianjin, to build 28nm chips to meet the chip needs of consumer electronics, automotive industries, etc. The investment amount of these four chip factories exceeded RMB 170 billion. If all factories were completed and put into production, the production capacity held by SMIC could double.
Secondly, domestic manufacturers have increased their efforts to develop their own chips.
SMIC is a chip foundry. While increasing production capacity construction, it also needs corresponding order support so that the production line can be put into operation and chip manufacturing. So where do chip orders come from?
The good news is that domestic manufacturers are increasing their efforts to develop their own chips, and domestic first-tier mobile phone manufacturers have released their own chip products. As the scope of self-developed chips continues to expand, the designed chips will form more orders, thereby providing support to SMIC.
In the revenue report of SMIC, which continued to grow year-on-year, more than 70% of its revenue came from the domestic market. It can be seen that SMIC's decision to bet on chip foundry in mainland China is correct.
In addition, China is also actively exploring new directions such as photonic chip , core particles, etc.
Moore's Law 's limit is coming, and the breakthrough speed of chip manufacturing process has obviously slowed down. Therefore, some new developments are being actively explored in China, such as photonic chips and core particles.
photonic chip is made of second-generation semiconductors such as ols arsenide, indium phosphide , and has excellent high thermal conductivity, high bandwidth and other characteristics, so the formed photonic chip has the advantage of computing speed than electronic chips.
The first photonic chip production line is being prepared in China, which is expected to be completed next year. The use of photonic chips can be widely used in big data, communication and other industries.
As for core particle technology, it mainly connects two chips together to form a system-level chip that combines two into one. The two connected chips can be connected by different processes, different modules, and even chips produced by different manufacturers. This connection packaging technology is core particles.
Domestic chip packaging and testing company Tongfu Microelectronics has achieved a breakthrough in core particle technology of 5nm and has also obtained AMD's 5-year contract.
Chinese chips are increasing production capacity, self-development efforts and actively exploring new development directions. Although the global chip market environment is complex, Chinese chips are moving forward in their own way.
Some US media said: "What have we blocked?" In the eyes of US media, the persistent blockade has caused US companies to lose sales opportunities and lose a lot of job opportunities.
, including Bill Gates, also said that not selling chips will cause them to lose many high-paying jobs.
Judging from the news of layoffs among Intel and Seagate, Bill Gates is right. The United States insists on independent chip manufacturing, which will only bring expensive chip manufacturing costs. To concentrate chip globalization resources in the United States, manufacturers need to increase investment and spend more money to build the industrial chain.
Even if the chip is produced, expensive pricing may not be acceptable to consumers.
was written at the end
chip is the product of globalization. All parties rely on the global market to obtain the desired technical products. From buyer market to seller market , it is inseparable from the development of globalization. But when sales change, self-reliance becomes a main theme. If the United States does not want to push up chip costs, it should return to globalization.
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