Reminiscing about the past,SamsungwithTSMCWhat a glorious existence it was. As a global memoryChipsProduction giants,SamsungIt has dominated the microprocessor and NAND flash memory markets for a long time, and its global market share has been stable at more than 50%, which can be described as the "memory hegemon". WhileTSMCIt has always been the leader of global wafer foundry, relying on leading process technology, its 7nm process once had a market share of 100%. It can be said that over the past decade or so,SamsungwithTSMCThis pair of "** combinations" has almost monopolized the worldChipsManufacturing. Even in the faceIntelwithSMICWhen the latecomers catch up, they are still arrogant and self-controlled, and they do not take their opponents seriously.
However, the good times did not last long, when the United States ** releasedChipsAfter the ban, in just a few yearsSamsungwithTSMC's aura was shattered. As the world's largestChipsConsumer country, Chinese market pairSamsungwithTSMCis crucial. OnlyTSMCFor one company, the Chinese market accounts for more than 20% of its revenue. However, with the war between China and the United StatesChipsWith the outbreak of war, this important income** was cut off. Worse,SamsungwithTSMCForced to voluntarily abandon the Chinese market, they have turned to the United States. This abrupt decision led directly to the loss of the world's most promising emerging market. Its performance is naturally unsustainable, in the first quarter of 2022,SamsungElectronics' revenue fell 182%, and the net profit is 956%。TSMC's revenue also showed negative growth. The glory of the past is gone.
Faced with the dilemma of profit **,SamsungwithTSMCIn the end, compromise was chosen. According to a report by Bloomberg,TSMCIt is planned to lower by 7 nanometers next yearChips** to restore customer confidence with price reductions between 5% and 10%. At the same time,SamsungIt is also expanding mature process capacity to compete for market share. It can be seen that the price reduction is their helpless choice.
However, there are still many doubts about whether this price reduction will achieve the desired effect. First of all, their competitorsSMICand so on have quickly caught up with their process technology advantages. It is difficult to win by relying only on the best advantage. Secondly, on a global scaleChipsOvercapacityThe competition for orders among foundries is very fierce, and the number of high-end orders is limited, and even price reductions cannot release enough demand. Third, lose the Chinese marketSamsungwithTSMCIt's unbearable. The Chinese market is strategically important to them, and without China as an engine of growth, it will be difficult to achieve their growth goals with American customers and price reductions alone. Fourth, China and the United StatesChipsThe political game of the war is difficult, the chain is unstable, and the market environment is full of uncertainty.
For ChinaChipsFor the industry, this is a rare period of opportunity, and we should seize the opportunity to open a new chapter. Accelerate independent innovation and realizeChipsSelf-sufficiency is very urgent. We must rely on our own strength and speed upChipsThe pace of R&D and industrialization ensures the security of the country. From 28 nm to 7 nm to 3 nm, we must break down technical barriers and master at the same timePowerDevices,Sensors, special technology and other key links, to establish a complete industrial chain. If we are determined enough, we can achieve it in less than 10 yearsChipsAutarky.
In addition, we should also promote it by attracting outstanding international talents and strengthening international cooperationChinese chipsThe development of the industry. Currently, globalChipsThe competition in the industry is very fierce, and we need to be advanced with the international oneTechnologyEnterprises cooperate to learn from their experience and technology to promote our industrial upgrading and development.
Finally, there should be corresponding policies to support and guideChipsThe development of the industry. Including increasing the number of increasesChipsR&D and manufacturing investment, strengthenedIntellectual Property Protection, optimizing the business environment, etc. Only when enterprises and the market work together can it be realizedChinese chipsThe rise of the industry and across the globeChipsoccupy a place in the industry.