In recent years, with the saturation of the consumer electronics market such as smartphones and computers, consumer electronicsChipsThe demand is gradually decreasing. In such a case,ChipsManufacturing giant TSMC is facing a decline in orders and revenue. However,New energyAutomotive marketGradually rising, forChipsManufacturers bring new opportunities.
With a variety ofNew energyCarsThe emergence of brands,New energyAutomotive marketThe competition has also become increasingly fierce. In order to gain a competitive advantage in the market,CarsManufacturers are actively improvingNew energyCarsThe level of intelligence has been further promotedCarsChipsdemand grows. It is estimated that by 2030, domesticCarsChipsThe demand will reach 100 billion pieces.
AsChipsA giant in the manufacturing field, TSMC has always been7nmbelowWafersThe hegemon of the market. And the Chinese oneSMICIt mainly produces mature processes above 28nmWafers。Due toSMICLack of advanced EUVsLithography machine, unable to produce7nmFollowingWafers, so thatSMICIt cannot be received directlyCarsWafersOrders.
And, withCarsThe intensification of the trend of intelligence in the industryCarsChipsThe performance requirements are also getting higher and higher. Traditional process above 28 nanometersChipsOnly a few bases can be satisfiedCommunicationsdemand, unable to meet the needs of new markets such as autonomous driving and vehicle-machine interconnection. Therefore, manyCarsManufacturers began to use sub-7 nanometersChips, thus making the pair below 7 nanometersChipsdemand is increasing rapidly.
TSMC relies on its advanced7nmThe process technology and good quality reputation have been quickly wonCarsGiants such asTesla, Volkswagen,Toyota, generic, etc. Advanced below 7 nanometersWafersIn the market, TSMC has won a lot of money and become the biggest winner.
In contrast,SMICThere are many challenges. First of all,SMICLack of advanced EUVsLithography machine, unable to produce below 7 nanometersWafers, limiting its competitiveness in the market.
Secondly,SMICThe main production is a mature process above 28nmWafers。With the shift in market demand, above 28nmChipssales are gradually declining, and below 7 nanometersChipsThe demand is increasing, which makes itSMICof orders have been affected.
Face TSMC below 7 nanometersWafersMonopoly position in the market,SMICWe must accelerate the pace of independent research and development and improve our own technology and equipment level in order to survive and grow in the highly competitive market.
ForSMICTo overcome the current difficulties, accelerating independent research and development has become the key. Only with advanced manufacturing technology and equipment can we meet the market demand for below 7 nanometersWafersin order to remain competitive in the market.
At the same time,SMICIt also needs to be associated withCarsManufacturers are working together to promote intelligenceCarsdevelopment. By withCarsManufacturers work closely togetherSMICIt is possible to better understand the market needs and adjust and optimize the product accordingly.
In general, TSMC is below 7 nanometersCarsChipsHuge orders were obtained in the market and became the biggest winner in the market. In contrast,SMICFacing challenges, but by strengthening independent research and development, improving the technical level, withCarsManufacturer cooperation, etcSMICThere is still an opportunity to gain a competitive advantage in the market.
withNew energyAutomotive marketThe rise of theCarsChipsThe demand is exploding, especially for those below 7 nanometersWafersMarket. In this competition, TSMC has won many by virtue of its advanced manufacturing technology and reputation for qualityCarsOrders from giants to become the market leader. WhileSMICDue to the lack of advanced technology and equipment limitations, it is facing the dilemma of reducing orders. However,SMICNot without opportunities. As long as the pace of independent research and development is accelerated, and withCarsManufacturers work closely togetherSMICThere is still an opportunity to gain a competitive advantage in the market. I believe that in the world intelligentCarsUnder the tide of industry, ChinaSemiconductorsBusinesses will be able to emerge and grow better.