China's chip industry has long been seen as a symbol of the rising sun, but recent news has raised questions about its prospects. According to reports, more than 5,000 chip-related companies will fail in China in 2022, which has raised concerns about the development of China's chip industry. So, is China's chip industry ushering in the dawn or is it just a dawn that has just emerged?This article will analyze the current problems faced by China's chip industry from multiple aspects and propose possible solutions.
In the past few years, China's chip industry has been vigorously supported by the state, booming, and the number of enterprises has grown sharply. However, recently, major ** companies have reported the collapse of a large number of chip companies, which makes people wonder what happened. In fact, many chip companies have fallen into trouble after the cancellation of state subsidies. These enterprises have insufficient technology accumulation, limited R&D capabilities, and rely on subsidies to survive. Once the subsidies stop, it will be difficult for them to continue to operate and eventually go bankrupt. This phenomenon reflects the general lack of core competitiveness of Chinese chip companies. The threshold of the chip industry is very high, and there are many technical barriers, which is also confirmed by the collapsed enterprises. For example, applying for a chip patent from ARM costs tens of millions of yuan in licensing feesThe cost of tape-out is even as high as hundreds of millions of yuan. These facts have made people realize that to gain a foothold and succeed in the chip field, state subsidies alone are not enough.
We should realize that the development of the chip industry needs more powerful strength as support. Only with sufficient strength and core competitiveness can we survive in this highly competitive field. In the past, some people thought that with the support of the state and outsourcing manufacturing capacity, it would be easy for China to develop chips, but it has proven to be a difficult road. Even the top chipmakers took five years to launch a generation of chip processors. These "blood lessons" tell us that without sufficient strength and core technology support, it is impossible to succeed by blindly pursuing progress.
In addition to the lack of basic strength, China's chip industry is also facing serious external dependence. Although the number of Chinese chip companies is increasing, it is still unable to meet domestic demand. According to the data, China's chip imports will exceed $410 billion in 2022. While purchases from the U.S. have decreased, total spending continues to climb due to unit prices**. This situation raises concerns about whether the development of China's chip industry is really as strong as expected.
At the same time, the American chip giant has made huge profits from sales in China. Qualcomm, for example, saw its net profit rise 43% to $12.9 billion last year. This is mainly due to the high dependence of Chinese mobile phone manufacturers on Snapdragon chips. In addition, some Chinese automakers have also chosen to use Qualcomm's chips, which has brought huge profits to Qualcomm. This once again shows that in the field of chips, China not only needs a strong physique, but also needs to have the strength to show off its wisdom and strive to grasp the right to speak and dominate.
In order to achieve independent and controllable development in the field of chips, we need to start from the following aspects. First of all, we must vigorously strengthen investment in basic research and development. Without a solid scientific research foundation, talking about core technologies is just a castle in the air. In the field of chips, we are still facing arduous tasks, and we need to continue to innovate in materials, processes, equipment and other links, and gradually accumulate core capabilities.
Secondly, it is necessary to build an efficient industry-university-research coordination mechanism. In the complex field of the chip industry, only when the industry, academia and research circles form a real deep integration and realize the smooth flow of information and the optimal allocation of resources, can we exert synergies and make key breakthroughs. At the policy level, coordination and linkage should be further strengthened to provide better support and guarantees.
Thirdly, the support of talents is crucial. In order to achieve external and internal improvement in the chip field, it is necessary to attract global high-end talents and cultivate domestic first-class chip experts. We need to develop a talent strategy from an international perspective and increase our efforts to cultivate top talent at home.
Finally, we need to accelerate our actions. In the fiercely competitive market environment, China must speed up the layout and make steady progress, and make unremitting efforts to achieve qualitative changes in the chip industry with perseverance and tenacity. This is a long and arduous struggle.
China's chip industry is facing a critical period from quantitative change to qualitative change. The collapse of more than 5,000 chip companies has brought us heavy inspiration, but it has also made us think deeply and reflect. In the untapped field of China's chip industry, what kind of seeds should we sow in order to bear fruitful results in the end?This is a question that deserves our common consideration. Perhaps, as mentioned at the beginning, China's chip industry is at the intersection of "dawn" and "dawn". We need to take action to vigorously cultivate core competitiveness, strengthen basic R&D investment, build an efficient industry-university-research coordination mechanism, enhance talent support, and accelerate action to solidly promote the development of the chip industry. Only in this way can China's chip industry usher in a real dawn.