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Introduction: Can't sell it? The American chips are collectively "alien" and US media: The Chinese market does not "buy"
As the birthplace of global semiconductor integrated circuit chips, the United States also has a high voice in the field of semiconductor ; after so many years of development, the United States has not only accumulated a large number of leading semiconductor core technologies in its hands, but also has many chip giant companies such as Qualcomm , Intel , Apple , AMD and other chip giants in the United States; over the years, American chip giants have been developing in the global market under the slogan of technology without borders, which has also made them make a lot of money!
Nowadays, the giants of US chips have almost occupied the entire upstream market of consumer electronics ; the chips used in the mobile phones, computers and other products we usually use are almost all from American companies; although my country is the world's largest semiconductor chip consumer market, the development of China in the semiconductor field is very backward, so all the chips required for the development of domestic technology companies in recent years have been bought from abroad. In 2021 alone, the chips purchased from abroad in China exceeded 2 trillion, accounting for more than 60% of the global market size!
You should know that in the era of 's global economic integration development, the Chinese market has long become an important part of the global semiconductor chip field. The United States has repeatedly modified chip rules, allowing Qualcomm, Intel, AMD and other companies to cut off the supply of , which will inevitably affect the development of upstream and downstream chip industries. After entering 2022, global smartphone sales will decline, and the entire semiconductor market has experienced a historic "cold winter", and American chips cannot be sold, and American chips are collectively "alised". What's going on?
According to data, the total market value of US semiconductor companies has evaporated by US$1.5 trillion, of which Intel's revenue has also dropped by 85% year-on-year compared with , and the market value of Qualcomm, AMD and other companies has declined severely. It can be said that US chip companies have also collectively experienced "avacancies" with a "green" over their heads; in addition, chip prices have also experienced "avacancies"; among them, the chips of Texas Instruments in the United States were previously priced at 90 yuan, but now even if they fall to 10 yuan, the decline is more than 90%, and no one cares about it. In response, the US media also said: The Chinese market will no longer "buy"!
The reason why global semiconductor chips cannot be sold is mainly because the Chinese market does not buy them anymore; it should be noted that after the US has repeatedly modified the chip rules, we have realized the importance of self-developed and produced chips. Therefore, domestic Huawei , Xiaomi , OPPO and vivo have also accelerated the pace of self-development and tried every means to get rid of their dependence on Meixin. Now, self-developed products have been used in charging chips, imaging chips and other fields. In the first half of 2022, the domestic imported chips also decreased by more than 60 billion, which also confirms that the Chinese market does not buy them anymore!
It is worth mentioning that the 5nm RF chip of domestic manufacturer Fortune Microelectronics has also made breakthroughs, and Huawei has also released a stacked chip technology solution. It can be said that we will further reduce our dependence on US chip products in the future; and many US semiconductor companies cannot digest chip inventory by relying solely on their local market, so there is a collective "avacancies", and this situation will continue. I wonder what you think about this?
