Chinese enterprises have been interrupted, 5,746 chip companies have been cancelled, and the United States wants to see a joke
Although China is a major producer, there are still serious shortcomings in some areas, such as the need for Chinese companies to use large quantities of wafers and their long-term dependence on imports – the total amount of wafers imported from China has reached hundreds of billions of dollars per year in recent years.
Chinese companies need to rely on imported chips because the entire semiconductor market has been monopolized by European and American companies for a long time, and the relevant core technologies are controlled by foreign companies, making it difficult for Chinese companies to make breakthroughs.
In fact, our acquisition of foreign companies in the wafer field is reasonable from a commercial point of view, but as Chinese companies buy more and more wafers, we have more and more say in the field of high-end product manufacturing, which makes the US technological hegemony unwilling.
The Americans saw the rise of China in the field of high-end manufacturing and wanted to extinguish the fire, so they continued to impose various unreasonable sanctions on Chinese companies, ZTE and Huawei are typical examples of US sanctions, and Chinese companies have been very seriously affected.
In this context, the state began to vigorously support the domestic semiconductor industry, not only providing preferential policies, but even giving various subsidies, so the domestic chip companies established in recent years have shown blowout growth.
However, as the heat recedes, there is now another situation, due to the centralized establishment of a large number of chip companies, there is also a scene of big waves in China, and the actual viability of the company will be greatly reduced.
According to third-party statistics, the number of new chip companies in China in 2012 was only more than 1,700, and in 2021, it will directly increase to 4790,000, while the number of existing chip companies exceeds 170,000.
As the saying goes, the more companies involved in the chip industry, the greater the hope, if these companies can give full play to their own advantages and contribute to the industry, then all aspects of the chip industry will be fully developed.
However, with the passage of time, the heat of the chip industry has also subsided significantly, and the disadvantages of Chinese companies have also become apparent, according to **, the number of domestic chip companies deregistered in 2022 will reach 5,746, an increase of 2,326 compared with 3,420 in 2021.
Combined with the data on the establishment and cancellation of chip companies in recent years, some foreign media said that this is an overestimation of Chinese companies, which does not show that China has developed in the semiconductor industry, and the United States must be waiting to see our jokes.
However, the United States may be disappointed again, although at first glance Chinese chip companies have written off thousands, but compared with the existing more than 170,000, in fact, in the context of the chip industry, these cancellations are completely normal.
First of all, at the beginning, a large number of companies came to join in the fun, and the core business of some companies had nothing to do with chips, but wanted to eat hard food, but it turned out that it costs a lot of money to make chips, and it is difficult to make quick money, so they chose to give up.
Secondly, in 2022, the entire chip industry will enter a recession period, both Chinese and American companies will be deeply affected, and companies such as Qualcomm and Intel in the United States will announce a sharp decline in profit performance.
Finally, the United States has further increased sanctions against Chinese companies, and with the implementation of the "American Chips Act", many newly registered chip companies have lost confidence in the development trend of the industry, and it is logical to choose to withdraw.
Therefore, the cancellation of a large number of chip companies is actually a good thing, which can quickly promote the reshuffle of the entire industry, the survival of the fittest, and the only ones who survive are the powerful enterprises, and the country can better support high-quality enterprises and promote the healthy development of the domestic chip industry.
As the saying goes, people have no long-term worries, and the company that can join is definitely the best, if you can't join, you can only leave opportunities and resources to stronger companies.
It can be seen that domestic chip companies have moved from the previous excessive expansion to a stable stage of development, and it is believed that with the emergence of more and more high-quality enterprises, domestic chips will be able to flourish in the near future.