Everyone knows that the Chinese market is the world's largest chip consumption market. Every year, it needs to purchase hundreds of millions of chips from overseas companies. The United States is a major chip exporter, and most of the chip orders of American companies come from Chinese companies. For example, domestic mobile phone manufacturers such as Xiaomi and ov use Qualcomm chips, while PC manufacturers such as Lenovo use Intel and Nvidia chips. It is no exaggeration to say that the Chinese market has supported most of the Meixin companies.
However, since the chip rules were modified, global free trade has also "in name only". These American companies that mainly sell chips have encountered a large problem, that is, their own chips cannot be sold. According to the rules of the United States, any chip that does not comply with the export rules cannot be shipped to Chinese companies, including some 5G chips.
According to public data, from January to June this year, the shipments of SOC-grade chips of Qualcomm decreased by more than 6 million compared with year-on-year, and chip inventory of chip manufacturers such as Nvidia is even more accumulated, and the chip prices of Texas Instruments plummeted by 90%.
It is undeniable that the US modification of chip rules has indeed affected the shipment of some Meixin companies. However, in addition to high-end chips, the remaining mid- and low-end chips can still be shipped to Chinese companies normally. So what exactly causes the chips to be sold?
may not even be expected by the United States, but the chip price plummeted and still couldn't be sold, but the US media revealed the truth in one sentence. The US media believes that the chip cannot be sold because the Chinese market no longer buys it. But is this really the case?
Personally believe that there are two reasons why Meixin’s chips cannot be sold. First, demand in the chip market has declined. You should know that the sales of smartphones and PC products worldwide have declined sharply, especially the shipments of smartphones, which have returned to the state ten years ago. The decline in sales of electronic devices means that both high-end chips and mid- and low-end chips will encounter sales difficulties.
Secondly, self-developed chips by Chinese manufacturers have become the norm. Since the Huawei incident, well-known domestic companies including Xiaomi, , Alibaba, , etc. have joined the team of self-developed chips, and even Lenovo has begun to lay out the chip industry. It can be said that American companies’ chips are no longer the only source for domestic companies.
According to data, as of September this year, domestic companies have cut orders of 61 billion imported chips, and the daily capacity of domestic chips is as high as 1 billion.
Unexpectedly, as China's chip industry is becoming increasingly strong and the US chips cannot be sold, the United States has even formulated a plan to boost local chip manufacturing and also invited TSMC to local chip manufacturing.
You should know that the cost of TSMC producing chips in the United States is already high, and in addition, the global semiconductor industry is facing a "cold winter", and the supply of chips is greater than demand. In other words, the United States' big fanfare in making chips will only make its own company's chip inventory pile up and even more unsold.
Facts have proved that the United States' ambition to try to control the global high-end chip industry chain will not succeed, and the domestic semiconductor industry should not have any fantasies about overseas companies. Only by mastering more key core technologies can it completely get rid of the situation of being controlled by others. What's more, chips are not made by God. They can be made by others, but Chinese people can also make them. What do you think about this? Everyone is welcome to leave a message, like and share.
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