ChipsOEMAs a key part of the global semiconductor industry, the market is responsible for major manufacturersOEMManufacturingChipstasks. In recent years, withTechnologyThe rapid development of the market demand and the growing market demand, advanced technologyChipsDemand is rapidly climbing and is the main driver of the market. Relevant institutions found after statistics for the third quarter of 2023ChipsOEMIn the market, it is advanced below 28nmChipsThe proportion is as high as 48%, indicating that the market demand for advanced processes has been increasing, and 28nm and above are matureChipsOnly 52 per cent.
According to the data, 5nm 4nmChipsInChipsOEMThe market share reached 23%, 16nm 14 12nmChipsThe proportion is 13%, 7 6nmChipsThe proportion is 12%. This means advanced technologyChipsIn terms of market share, it far exceeds that of mature processesChips。WhyOEMAdvanced technology in the marketChipsThe proportion is so high?The reason for this is that the process is currently maturingChipsIn the market, many manufacturers are in-houseChips, no need to passOEMfactory to manufactureChips。And really neededOEMof manufacturers are mainly focused on advanced technologyChipsfields, such as applesQualcommamdnvidia, Huawei and LianHairkeWait. These vendors have top-of-the-line onesChipsmanufacturing capacity, but choose to outsource production tasksOEMFactory. Therefore, the advanced technologyChipsThe demand is relatively strong.
ChipsOEMThe development trend of the market cannot be ignored. Although in the field of mature technology, independent manufacturers still occupy a dominant position, butOEMAdvanced technology in the marketChipsThe rapid growth of the proportion indicates that it will become the mainstream of the market. Therefore, for the domesticChipsOEMEnterprises are facing a severe situation and need to continue to march to advanced technology to maintain competitiveness in the market competition.
However, it should not be overlooked that domesticChipsOEMEnterprises are relatively backward in advanced technology, which undoubtedly increases the challenges and difficulties for the entire industry. However,SMICAs the world's fourth largest with advanced technological capabilitiesOEMOne of the factories is rising rapidly. According to the data, in the third quarter of 2023,SMICofChipsThe share has reached 6% withUMCwithGFis flat, which is undoubtedly good news. At the same time,SMICIt is still continuing to expand production and continuously improve the process level, which is expected to be surpassed in the near futureGFwithUMCto become the third largest in the worldOEMFactory.
ChipsOEMThe changes in the market are not only behind the data, but also the comprehensive reflection of market demand and technological progress. The current situation does not allow for optimism, domesticChipsOEMEnterprises need to catch up with advanced technology at the same time, pay attention to technological innovation and R & D capabilities, in order to be invincible in the market competition.
With the globeChipsThe continuous development of the market and the intensification of competitionChipsOEMThe proportion of advanced technology in the market will continue to rise. OEMEnterprises need to take advantage of advanced technology to provide high-quality, high-performance productsChipsproducts can meet the market for more advancedSolutionneeds.
fromSMICThe rise of China can be seenChipsOEMEnterprises have great potential for development. With the support of ** policy,SMICand other enterprises have made great progress in technology and production capacity. However, in the face of global excellenceOEMIn the competition of enterprises, domestic enterprises also need to speed up technologyClosed loopEnhance their core competitiveness and cultivate independent innovation capabilities. Only in this way can it be in the futureChipsOEMOccupy a place in the market.
In short,ChipsOEMAlthough the market situation is severe, it also contains unlimited development opportunities. OEMWhile seeking breakthroughs, enterprises cannot ignore mature processesChipsmarket opportunities, after all, this field is still an important part of the industry. DomesticOEMEnterprises should be committed to improving their own technical level, cultivating core competitiveness, and working closely with manufacturers to jointly promote ChinaChipsThe development of the industry has made China in the worldChipsPlay a greater role and influence in the market.