American companies have long dominated the semiconductor industry, and they are absolute hegemons in terms of technology and profits. However, China's improvement in chip self-sufficiency in recent years is changing the situation. Foreign countries** say this change is one of the reasons for the decline in revenues of U.S. companies.
Expanding: Over the past few decades, U.S. companies have dominated the semiconductor industry, making huge profits through chips. Especially in the period of chip tension, the revenue of American companies has repeatedly reached new highs. However, in recent years, China has made unremitting efforts in independent research and development of chips, and has achieved remarkable results. According to statistics, in the past year, Chinese companies have cut orders for about 97 billion chips, which has led foreign countries to blame China's chip rise.
Most of the top companies in the global semiconductor market by revenue come from the United States and South Korea, in which American companies occupy five seats: Nvidia, Intel, Qualcomm, Broadcom and Micron. South Korea's Samsung and SK hynix came in second and fourth, respectively.
Expanding: According to a report released by Country Point Research, Nvidia became the world's largest semiconductor revenue company in the second quarter of this year. Nvidia has won a large number of orders for AI chips for its outstanding performance in the field of artificial intelligence, which has also brought it huge benefits. Intel and Qualcomm are in third and fifth place, respectively. As can be seen from these data, the share of American companies in the global semiconductor market is still very large. However, due to the technology blockade in the United States, chip shipments by American companies have been restricted.
U.S. companies' revenues have plummeted in recent years, driven by China's increased chip self-sufficiency and U.S. technology blockades.
Expanding: Intel's revenue in the second quarter of this year fell 8% compared to the same period last year, while Qualcomm's revenue fell 23% in the fourth quarter. However, this is just the tip of the iceberg, and other U.S. businesses are facing a similar situation. At the same time, Chinese companies continue to increase research and development efforts to promote the continuous upgrading of domestic chips. Therefore, foreign countries generally believe that the rise of China's chips is one of the main reasons for the decline in the income of American companies.
China has developed rapidly in the field of chips, not only making major breakthroughs in independent research and development, but also cutting a large number of chip orders. Looking ahead, China's chip market will continue to grow, which may have a further impact on American companies.
Expansion: China has cut about 97 billion wafer orders in the past year and canceled 516 wafer orders in previous months. A large part of these orders come from American merchants. If so many orders are canceled, it will be a huge blow to these American companies, and it is difficult to say whether they will be able to submit a decent answer in their earnings report. Foreign countries generally believe that the rise of China's chips has brought great difficulties to American companies.
The acceleration of the pace of research and development of independent chips by Chinese companies is precisely due to the technological blockade of chips by the United States and the world's best restrictions on American companies. Huawei's Kirin 9000 chip is an important milestone in China's independent research and development, and after several years of hard work, it has finally launched its own product. At the same time, Qualcomm will lose most of Huawei's chip orders and face declining sales in competition with other phone makers. For the field of personal computers, the self-developed chip Loongson 3A6000 of China Enterprise Loongson Zhongke has a performance comparable to that of the 10th generation of Intel Core, which meets the needs of the vast majority of users.
Chinese companies continue to increase the intensity of independent research and development of chips, in order to get rid of the dependence on foreign ** chains, and at the same time to promote the rapid development of the domestic chip industry. As the foreign ** said, Chinese companies will take this"Black pot"All gone.
The rise of Chinese chips has had an important impact on the global semiconductor market pattern, especially on American companies. China's R&D capabilities and the cancellation of large chip orders have forced American companies to face declining revenues. However, U.S. companies are also stepping up their efforts to launch specialty products to obtain export licenses. The competition between the two parties will further drive the growth of the global semiconductor market. Although Chinese chips have squeezed the profit margins of American companies to a certain extent, this is also the inevitable result of market competition, prompting American companies to improve their technological level and product innovation capabilities. At the same time, Chinese enterprises also need to overcome challenges, continuously improve their core competitiveness, and ensure the sustainable development of the chip industry.
Finally, the competition in the field of technology is a long-distance race, and the rise of Chinese chips is only one of the nodes, whether it is China or the United States, they need to continue to work hard to make greater breakthroughs in innovation and research and development in order to maintain a leading position in the global scientific and technological competition.