China's semiconductor technology has begun to rise, this, but also triggered a huge shock in the market across the ocean, maybe, speaking of which, many people don't believe it, always feel that our semiconductors are stuck in the neck of others.
Recently, there is such a news, which may break our cognition, the United States, recently launched a survey, will focus on the use and procurement of traditional chips made in China in key industries in the United States, the purpose is to assess the degree of dependence on Chinese chips in the semiconductor chain. You heard it right, is it a surprise to us, can we really pose a threat to the semiconductor industry in the United States?
Perhaps, there is not yet, but the future is not easy to say, according to the information, the United States ** reported that after analyzing the semiconductor patent applications for the world's five major intellectual property offices such as South Korea, the United States, China, Japan, and the European Union, it was found that the proportion of semiconductor patents applied by China rose from 14% in 2003 to 71 in 20227%
In terms of the number of applications, in the past decade, China has ranked first in the number of patents filed in the field of semiconductor small components, old general-purpose semiconductors, cutting-edge semiconductors, and other fields from 2018 to 2022, far surpassing the second-ranked United States. Before 2018, our semiconductor self-sufficiency rate was 5%, but in 2022, this figure reached 17%, and in 2023, it is expected to reach 25%.
Therefore, China's achievements in the semiconductor field are obvious to all, but the semiconductor sector of A-shares will not have any outstanding performance in 2023, and this year, on the whole, it will show a trend of rising and falling.
Only in the first quarter of this year, it began to rise sharply, and in the second quarter it began to rise and fall, Moses' entire semiconductor sector has been fully adjusted in time, and then, at some point in time in 2024, it will definitely usher in a big outbreak.
There is no big rise, there is no big fall, this, is a typical stage of the main force to absorb chips, at least our short-term can see a wave of ** can see the position of the upper band of this box**, once the upper band line is broken, a big ** can be expected to be, semiconductors are also the base of science and technology.
Moreover, the semiconductor sector, it also has the basis for an outbreak, from the periphery, the Philadelphia Semiconductor Index will be **66% in 2023, which is also the largest increase since 2009, and the NASDAQ index will be **43 in 202366% of semiconductors in the United States have achieved the best annual performance in more than a decade.
On the other hand, the semiconductor performance of our A-share is unsatisfactory, I believe it will catch up in 2024, and at present, we can see that the consumer electronics sector of A-share has hit a record high, this is an important new number, according to the World Semiconductor Statistical Organization, the semiconductor sales market will increase by 13 percent year-on-year in 20241%~20%
Next, the rapid development of artificial intelligence and the recovery of consumer electronics will catalyze the explosive growth of the semiconductor industry. For the semiconductor sector, I haven't mentioned it for a long time, and the last time I mentioned it was in the first quarter of 2023, will the next semiconductor sector have performance?