China's chip imports have decreased by more than 80 billion, do American chips still dare to be proud?
China has cut the import of more than 80 billion chips, can the United States still be arrogant about integrated circuits?
When we come into contact with ** and computers, we will never realize that most of the chips they use are shipped from the United States. However, due to the increasingly fierce war between China and the United States, China decided to free itself from chip production in the United States. Could it be that this "chip war" is about to uncover the mystery?
Smart chip drawing.
China's chip imports have fallen sharply, hitting the U.S. chip industry.
The outbreak of an economic and trade war between China and the United States that will make it easy if it doesn't succeed is something you must have heard of. China's long-term reliance on American chips is one of the main factors contributing to this situation. This feeling, as if one's own heart has always been in the hands of the other party, is a very dangerous thing. Therefore, over the years, China has invested a lot of money in the country and developed a large number of domestic integrated circuits, but what is the final outcome?
According to the latest figures released by China Customs, the total number of chips imported by China from the United States in 11 months was about 80 billion US dollars, a year-on-year increase of **144%。This data shows that China's substitution of domestic products is rapidly decreasing. The United States accounts for almost half of the world's semiconductor production, and China is the largest buyer, and they cut exports to the United States, which is like a resounding slap in the face, which hurts their vitality.
A few years ago, when China's semiconductor industry was just starting, the semiconductor giants in the United States were still eyeing each other. However, the world is changing so fast, and now that China's local chip industry is growing rapidly, while the chip industry in the United States is expected to shrink by 25 percent this year, I am afraid that they are regretting their contempt for China.
China's integrated circuit industry has made important progress and made a series of important progress.
In recent years, why has China been able to make so much progress in chips?
The first reason is the increased capacity. China already has a complete technology in the 14nm process, that is, there is no longer a need to import relevant instruments and raw materials from foreign countries. In addition, Shanghai also announced that the 14nm process can be mass-produced, which will also greatly improve the capabilities of Chinese semiconductor companies again. Some scholars predict that China's 7nm process technology will exceed 90% in the future.
The second reason is to raise the level of design. Over the past few years, thousands of semiconductor companies have emerged in China, freeing Americans from their monopoly on chip design. In fact, until 2014, China lagged behind other countries. Now it's finally catching up.
The third reason is to achieve major scientific and technological achievements. China has broken through the blockade of the United States in many aspects such as memory, analog and radio frequency, and has achieved a major breakthrough, becoming the world's largest independent innovation country. This is also the reason why the share of China's local chips has risen rapidly.
The U.S. chip industry has plummeted, and China is still the key.
The rapid development of China's semiconductor industry is in stark contrast to the fierce competition in the US semiconductor industry. For example, Nvidia, AMD, Intel, these companies have seen a significant decline in their financial reports. Nvidia's net profit is 60 percent. Intel also reported its "first-in-class" quarterly earnings loss in 20 years.
U.S. semiconductor companies lost $1.5 trillion last yearFor example, those semiconductor companies that once stood on top of the world are like stuck in a quagmire.
Even so, they are reluctant to cede China as the world's largest market. Nvidia gave them half a year and began to research graphics cards to meet the needs of the Chinese market. Qualcomm is supplying 4G special chips to China's mobile** makersIntel is also working on users in China. This is enough to prove that no matter what, the US chip industry still needs the Chinese market.
China's semiconductor industry is expected to continue to shrink in 2023.
In the future, China's local processors will continue to grow rapidly, while foreign processors will continue. The industry expects China's chip industry to continue to shrink by about 25% next year. This is largely due to the increasing reliance of Chinese companies on domestic substitution.
At the same time, foreign semiconductor companies, including Intel and Qualcomm, have also begun to compete for the Chinese market. Despite the dire situation, they are still reluctant to give up the biggest piece of the pie. This also illustrates from another perspective how important China is to the semiconductor industry in the whole world.
In the end, we are confident that in the near future, China will break through the long-standing foreign control of the semiconductor industry and go from a "big country" to a "strong country". With the rise of domestic chips, the technological landscape of the whole world will also undergo earth-shaking changes.
For a while, there was a heated discussion on the Internet, and netizens had different opinions about the future of China's semiconductor industry.
Optimistic netizens said that China's technological strength is growing rapidly, and domestic integrated circuits are still in the early stages of development and will soon achieve complete independence.
Optimistic netizens, on the other hand, worry that the key process is still in the hands of the United States, and there is still a long way to go before it can achieve full autonomy.
Some netizens also pointed out that it is difficult for China to completely break away from foreign chips in a short period of time, and this aspect still needs to be communicated and collaborated in science and technology between China and the West.
A variety of voices come and go, showing the complexity of the industry. But, at the very least, China will no longer allow the United States to control our technology.
The "chip war" between China and the United States has begun. The results will impact the development of the global technology industry. We have enough reason and enough confidence to expect that China will eventually beat the competition and win complete success.
At that time, how will we look at that former rival?Yourself, what will happen to you?