Today we're going to talk about the semiconductor industry — a field that, as you all know, is as fierce as a smokeless war. In this battle, China can be described as a desperate life-saving situation, struggling to move forward. No, even a "big player" like SMIC seems to have been in some trouble lately.
Let's tell a story, SMIC spent 170 billion yuan in order to get its own semiconductor chips. But guess what?Recently, their profits have increased by 78%!It's a head-scratching thing.
Let's explore this big investment first. SMIC's idea is to build several large factories in Beijing, Shanghai, Shenzhen and Tianjin, and want to wean itself off foreign technology. It sounds like a good idea, but it looks like the money is being spent, and the payoff isn't so fast.
Let's talk about their financial reports. Although the revenue is 11.7 billion, the net profit is only a meagre 67.8 billion. Compared with last year, the profit was directly cut in half by 784%。This is not a small number, and even people who don't know much about semiconductors can see that this is not good.
Why is this happening?On the one hand, the industrial demand for chips is "as stable as an old dog", but the consumer electronics market is like a withered flower. This has led to an embarrassing situation: SMIC's production capacity has increased, but the chip ** is "clicking" down. On the other hand, building new factories and expanding production capacity will cost a lot of money, and the depreciation cost of equipment is not a small amount.
Now, let's look at it from a different angle. Some foreign media said that Huawei's Kirin 9000S chip was not made by SMIC. They felt that if it were true, SMIC's earnings report should be much better. It sounds reasonable, but it can't be completely taken that way. After all, high costs and fierce competition in the market can make profits less pretty.
Speaking of which, in fact, this is not the first time that foreign media have pointed fingers at Huawei's foundry. There have been previous reports that the Kirin 9000s were built with some special machine, or in a particular factory, and these reports are often more speculation than facts. So, we still have to take these speculations with some reservations.
Going back to SMIC itself, while it may seem a bit difficult right now, that doesn't mean there's something wrong with their long-term strategy. In the semiconductor industry, self-development and production is a long-term job, which requires a lot of investment and time. It's normal to have ups and downs in the short term, especially in such a highly competitive and high-tech field.
Looking to the future, China's efforts in independent research and development and production of semiconductors are very important. With the development of technology and the growth of market demand, we have reason to believe that China's semiconductor industry will continue to develop in a good direction and occupy a more important position in the global market. This is not only related to China's scientific and technological self-reliance, but also an important symbol of China's scientific and technological self-reliance.
At the end of the day, for SMIC, these challenges are part of their growth. As technology continues to advance and market needs change, the company has a good chance of surviving the current situation and achieving long-term success.
Let's go back to the semiconductor industry in China as a whole. This is just the beginning, and although there is still a long way to go, it is also full of hope and opportunities. The development of China's semiconductor industry is not just a matter for SMIC, but a part of the competition in this high-tech field for the whole country. What we need is not only a technological breakthrough, but also to find our place in the global ** chain to achieve more balanced and sustainable development.
Finally, think about it from another perspective, for SMIC, for China's semiconductor industry, these challenges are opportunities for growth. As long as we continue to innovate, improve efficiency, and adapt to market changes, China's semiconductor industry will definitely be able to shine on the global stage and become an important driving force for national development and scientific and technological progress.
So, while it may seem a bit bumpy now, it's still worth looking forward to in the future. The story of China's semiconductor industry continues, and it is destined to be exciting.