Has the "fig leaf" of the Chinese core been torn?
As we all know, China's development history in the semiconductor field is not long, with the United States restrictions on China's semiconductor field some time ago, so that the current mass production capacity of Chinese enterprises in semiconductor chips is only maintained at the 14nm process level.
Now, with the alliance of the United States, Japan and the Netherlands restricting China's DUV lithography machine, some foreign media reported that China's core"Fig leaf"Is it torn?What the hell is going on?
First of all, we have to mention the restrictions imposed by the United States on China. As early as 2018, when the EUV lithography machine came out, the world's top level semiconductor equipment began to have nothing to do with us.
In addition to the EUV lithography machine that had been ordered at that time could not be delivered, Chinese companies also lost the EUV lithography machine forever because the United States relied on its dominant position in the semiconductor field"Procurement Eligibility"。
Subsequently, in 2019, it once again cut off Huawei's ** in the field of semiconductor chip foundry services, making Samsung, TSMC and even SMIC unable to provide Huawei with chip foundry technology.
As a result, Huawei's domestic Kirin series cores, which can compete with Qualcomm's flagship chips, have lost the way to mass production, so the products that are representative of domestic chips have lost their original status.
At this point, some time ago, the United States once again formed an alliance between the United States, Japan and the Netherlands to restrict mid-range DUV lithography machines, which means that the upcoming 14nm and 28nm process chip production capacity will not be able to be increased.
With China's demand in the semiconductor field and its emphasis in recent years, many companies have responded to the country's call and begun to enter this hot field.
Subsequently, we analyzed three sets of data, one of which is the number of domestic semiconductor chip companies that have been cancelled and revoked from 2017 to 2022, and the overall trend is shocking.
According to the data, the number of semiconductor chip companies cancelled in 2017 was only 461, and by 2022, the number has reached 5,746, a total increase of more than 12 times, and the value has brought a certain degree of conceptual impact.
In particular, the gap between 2021 and 2022, the latter has increased by 68% compared to the former, which can be said to be very outrageous, symbolizing the difficulties and hardships of the development of the semiconductor field.
It is understood that from 2019 to 2021, the number of enterprises in the semiconductor field will be 8,442, 23,100 and 47,400 respectively.
It follows from this that 4740,000 companies actually look like 5,746 companies leaving, which is a very reasonable situation, and it's not really the worst news.
After the implementation of the DUV lithography machine alliance in the United States, Japan and the Netherlands, based on the inability to buy DUV lithography machines, it will not be long before Chinese companies in the semiconductor field will officially lose the opportunity for development.
Looking at the second set of data, according to the import volume of chips from 2017 to 2022, the investment in imported chips shows an intermittent upward trend.
Of course, with the development of science and technology and the gradual increase in the commercial demand for chips, China, as the world's largest consumer of chips, with the progress of various fields, the expansion of chip demand is also a very normal situation.
According to shipments, the global chip market will reach $573.5 billion in 2022, and China's chip import investment will be $415.6 billion, accounting for 72 percent of the worldThe 5% share shows how high China's investment in chip imports is.
It is worth mentioning that Chinese companies have declared that based on China's progress and expansion of achievements in the semiconductor field, by 2022 will"Chop it off"$97 billion in imported chips.
But in fact, this is not the case, according to the third set of data, the total number of chips produced by Chinese companies in the entire semiconductor field in 2022 reached 3241900 million, judging from the number, it is indeed a good result.
However, compared with the 359.4 billion domestic chips in China's semiconductor field in 2021, the production capacity has not only failed to be effectively improved, but even 97% decline.
Wittily, according to the above data, tens of thousands of companies in China's semiconductor field have joined in recent years, but the participation of so many manufacturers has not increased the production capacity of semiconductor chips.
On the contrary, there has been a certain degree of decline, which is undoubtedly the real status quo of China's semiconductor field, in contrast, although the semiconductor field has made continuous progress, but the production capacity has not been fully improved.
Therefore, in response to foreign media reports, China's chips"Fig leaf"Of course, although the domestic chip field is currently in trouble, the author still hopes that Chinese companies can break the shackles and achieve more self-sufficiency.