Chip exports soared by 129%！South Korea declares that we cannot do without China
Chip exports increased by 12.9 percentSouth Korea's official statement: Samsung: Without the Chinese market, we cannot survive.
Samsung is one of the world's largest semiconductor companies, and almost half of its memory products are sold in China. However, after the "Meixin incident", Samsung was banned from exporting chips to China, which made Samsung's net profit drop by more than ninety percent in the first quarter, and the inventory of chips also increased by forty percent. How long will Samsung last?What exactly does the Chinese market mean for Samsung?
1. Samsung was affected by the "Meixin incident" and its revenue fell sharply.
Samsung has been plagued by the "Meixin incident" in the United States. The policy directly restricted Samsung's chip exports to China, and Samsung soon fell into trouble. According to the published figures, Samsung's net profit in the first three quarters was more than 90%, especially in the second quarter, it was 96%. It was an absolutely devastating blow. And Samsung's storage space has increased by 40%, which has reached the point of being overwhelmed. There is no doubt that the Chinese market is Samsung's lifeline. Before that, more than half of Samsung's memory chips were sold in China, and now Samsung's revenue is cut off, which will naturally make its stock price plummet.
2. Samsung received permanent immunity from the United States, and the economy warmed.
After that, the United States realized that if Samsung continued to be banned from selling in the Chinese market, then Samsung would collapse completely. Therefore, in October this year, Samsung and SK hynix received a permanent waiver from the United States to continue to invest in building factories in China and export chips to the Chinese market. For Samsung, this is a timely rain. Figures released in November showed that South Korea's chip exports increased by 12 percent compared to the same period last year9%。Samsung's shipments have also increased significantly. Analysts attribute this to Samsung's ability to reopen exports to China. Samsung's senior management has also said in public, "The Chinese market is indispensable for us." "The Chinese market is very important for Samsung and Korean semiconductor companies.
3. Semiconductor companies are beginning to realize the importance of the Chinese market.
Not only Samsung, but other semiconductor companies are beginning to recognize China's importance. Nvidia, for example, has said more than once that its chief executive, Jensen Huang, wants to sell Chinese products, and he himself flew to China. Nvidia, on the other hand, took advantage of this by taking advantage of a special version of China. By rationally "castrating" existing chips to meet the requirements of the ban, they can continue to be exported to China. This is part of the reason why Nvidia is eager to enter the Chinese market. In addition, SK hynix is also trying to export to the Chinese market, which allows Samsung to enjoy a permanent exemption in the United States, along with Samsung. China is a huge piece of the pie, attracting the world's top semiconductor companies to compete for it.
Question 1: Will Samsung's managers really declare in public that "we can't survive without the Chinese market"?
Analysis: According to public reports, there are indeed industry sources in South Korea who have made such remarks at the top of Samsung. Given the predicament Samsung has found itself in this year, and the fact that the Chinese market has almost 50% of the company's share, it is not surprising that Samsung's top management has made such remarks. There is no doubt about how important the Chinese market is to Samsung.
Question 2: Why would Nvidia risk shipping a large number of chips out of China?
China is a huge market and a major growth area for NVIDIA. Nvidia has a lot of businesses in China, such as data centers, gaming graphics cards, and so on. In the long run, Nvidia has decided to continue to push the Chinese market to the market. This move is also a strong demonstration of the strategic significance of the Chinese market.
Question 3: Will those semiconductor companies still be dependent on the Chinese market in the future?
Analysis: Judging from the current situation, China's foreign trade dependence will not fundamentally change in the near future. China remains a major market for semiconductor companies. China's dependence on China will weaken for some time to come. However, the potential and attractiveness of the Chinese market itself remain unchanged and remain an important engine for their economic development.
The incident quickly caused an uproar on the Internet. Some netizens said that the Chinese market does have an irreplaceable role for these large companies. Nvidia and Samsung are prime examples. Other netizens said that China should not always rely on foreign markets, but should accelerate its own development. Some people also think that the change in attitude of these companies is not an unusual thing. This is evidence of the huge potential and attractiveness of the Chinese market.
The performance of Samsung, Nvidia and other companies shows that the Chinese market is very important for the world's top semiconductor companies. In pursuit of commercial profits, they will do everything they can to explore the Chinese market. Major semiconductor companies will remain highly dependent on the Chinese market for some time to come. However, in the long run, when China's semiconductor industry develops to a certain extent, its dependence on foreign countries will gradually decrease. Still, China's huge market space and rapid development momentum will attract the world's major semiconductor companies. The game situation in China and the United States also puts these companies in a dilemma. Therefore, China's semiconductor companies must speed up their own research and development and master their core technologies as soon as possible.
The game between China and the United States is accelerating, and it is inevitable that it will have an impact on the first chain and industrial chain of the semiconductor industry. However, the Chinese market still has a lot of influence and influence. This is best exemplified by the performance of foreign semiconductor companies. How should China deal with the uncertainties created by this game?Should local companies accelerate their own innovation, or maintain win-win cooperation with foreign companies?This is a topic worthy of our deep thought.