ChipsManufactured asDigital economyAn important support of the times, for the country's highTechnologyDevelopment is of great significance. However, due to the manufacturing process for:SemiconductorsThe dependence on equipment and the restrictive policy of the United States, our country is inChipsThe manufacturing sector has been challenged to a certain extent. Although the United States has previously imposed a series of restrictive measures on China, the Netherlands and Japan have played an important roleSemiconductorsEquipment manufacturers are still accelerating exports to ChinaLithography machineand other equipment that makes us inChipsThe development of manufacturing has been guaranteed to a certain extent. This article will provide an in-depth analysis of this phenomenon.
1. The reason for the occurrence of the phenomenon of accelerated shipments
Although the United States has reached export restriction agreements with the Netherlands and Japan, in recent months, it has imported from the Netherlands and JapanLithography machineOn the contrary, the number has increased a lot. First, equipment manufacturers have time to be effective before export restrictions begin. Export restrictions mean that companies need to bear the losses, so in order to reduce the losses, these devices will speed up shipments. For example, the Dutch oneasmlThe company ramped up its efforts to the Chinese market just before the restrictions began, and its revenue from China reached 24% in the second quarter. Second, Chinese companies are also speeding up stockpiling. In the face of tightening restrictions in the United States, Chinese companies can only buy everything they can in advance to ensure the expansion of the projectLithography machineand other equipment. In this case, equipment manufacturers are more active in shipping to China to meet the needs of the Chinese market.
2. Data display
According to a recent ** report, in November alone, China imported a total of 42 unitsLithography machine, 16 of which are from the Netherlandsasml, 15 units from JapanNikonwithCanonThere are also 11 second-hand units from other countriesLithography machine。It is worth noting that importedLithography machineAlthough the volume is lower than in October, the purchase amount has increased significantly, indicating that China is more inclined to purchase higher-end productsLithography machine
1. Equipment manufacturers are striving for effective time
There are two reasons why equipment manufacturers face the U.S. restrictions: on the one hand, they will seize the time before the restrictions start to accelerate shipments in order to reduce losses. For example, the NetherlandsasmlIn the quarters leading up to the start of the restrictions, the company continued to increase its presence in the Chinese market**. Second, equipment manufacturers are also scrambling to ship to the Chinese market to maintain market share and profits. In this case, equipment companies in countries such as the Netherlands and Japan are increasing their shipments.
2. Chinese companies are speeding up stocking
In the face of tightening restrictions in the United States, Chinese companies can only buy everything they can in advanceLithography machineand other equipment to prevent the United States from expanding restrictions again. ChineseChipsManufacturing companies have been increasing their investment efforts in recent years through the expansion of mature processesChipsfactory, increase their production capacity. Such a move makes China'sChipsProduction capacity has increased substantially, and dependence on imports has gradually decreased.
1. The proportion of mature process capacity in China continues to increase
According to recent statistics, China's mature process production capacity has reached 29% of the world's, and this proportion is still increasing. It is expected that by 2027, China's mature process capacity will reach 33% of the world's total. This means that our country is inChipsThe manufacturing side has been strengthened, and it has a stronger ability to resist the restrictive measures of the United States.
2. The technology of domestic semiconductor equipment continues to improve
With our countryChipsThe rise of the industry, domesticSemiconductorsThe technology of the equipment is also constantly improving. Under the pressure of restrictive policies, China has increased its independent research and development and productionSemiconductorsThe investment in equipment has cultivated and strengthened the local equipment industry. This will allow our country to better satisfy itself in the futureChipsmanufacturing needs to achieve high-end processesChipsof in-house production.
This article mainly focuses on the export restrictions imposed by the United States on China, Japan and the Netherlands and other countriesChipsAccelerated shipments of manufacturing equipment. From the perspective of equipment manufacturers and Chinese enterprises, it explains the reasons why equipment manufacturers are striving for effective time and Chinese enterprises are speeding up stocking. At the same time, the U.S. restrictive policies underestimate China's strength, including the continuous increase in the proportion of China's mature process production capacity, as well as domestic productionSemiconductorsContinuous progress in equipment technology. All of this shows that China is inChipsThe strength and competitiveness of the manufacturing field are constantly improving, which has had a certain impact on the restrictive measures of the United States.
To sum up, despite the fact that the United States has imposed a series of restrictive measures on China, countries such as Japan and the Netherlands are still accelerating their exports to ChinaLithography machineand other equipment. This is a reflection of China's inChipsthe need for manufacturing as well as the need for autonomyChipsEfforts for industrial development. In the future, with ChinaChipsThe rise of the industry and domestic productionSemiconductorsThe continuous progress of equipment technology, believe in ChinaChipsThe manufacturing capacity will continue to be improved to achieve high-end processesChipsof in-house production.