Recently, the official website of the National Bureau of Statistics updated the output of domestic integrated circuits in November.
The data shows that in November, the total output of integrated circuits was 334600 million pieces, a year-on-year increase of 279%。From January to November, the total output of integrated circuits in China was 3113800 million yuan, a year-on-year increase of 37%。
In November, which is also the eighth month of this year, there has been a continuous positive growth, as shown in the figure below.
Looking at this data alone, you may not be very clear, in fact, from January 2022 to March 2023, China's chip production has been declining for 15 consecutive months, setting the worst record in history, declining for 15 consecutive months.
There are at least two reasons why the decline is so strict, on the one hand, the global chip industry is declining, starting from 2022, even in the downward stage, so the domestic chip production capacity is naturally declining.
Another reason is that the United States has suppressed China's chip industry and restricted advanced chip equipment, which has affected the production capacity of some domestic wafer companies to a certain extent.
So throughout 2022, our chip production has been declining, and it has continued until March this year, and it was not until April that this downward trend was reversed.
However, since reversing this downward trend in April, the domestic chip industry has been growing faster and faster, and the last monthly growth rate has even exceeded %.
We can also compare the chip import situation this year, and we will understand the meaning behind the increase in chip production.
According to the data, from January to November, our total integrated circuit imports reached 437.6 billion, a decrease of more than 60 billion compared with 497.8 billion in the same period last year, a year-on-year decrease of 121%。
In terms of value, the import value from January to November was 316.6 billion US dollars, a decrease of 62.6 billion US dollars from last year, and the decline rate was 16About 5%.
In this way, everyone basically understands that domestic chip production is growing, while the number and amount of imports are declining, which is enough to prove that the self-sufficiency rate of chips should be improving.
And this is exactly what we are willing to see, over the years, we have been expanding chip production, isn't it just hoping to improve the self-sufficiency rate, reduce imports, and reduce foreign dependence?