In 2022, U.S. companies will cut orders by 97 billion, and the good things that the United States has done are unexpected
China has always been the world's largest importer of chips, importing hundreds of billions of chips every year, because the integrated circuit industry has undergone changes in the pattern in the past decade and gradually completed the transfer to Chinese mainland.
However, semiconductor manufacturing technology is still controlled by Europe and the United States, and if China wants to vigorously develop the integrated circuit industry, it is inevitable to import chips from abroad, especially high-end CPU and GPU chips to the United States.
However, the United States has watched the rapid development of China's semiconductor industry, ignored the development of the global semiconductor industry, abused state power, and suppressed Chinese companies without restrictions and reasons, and ZTE, Huawei and other companies have been seriously affected.
In recent years, the semiconductor industry has been vigorously developed, and a number of Chinese semiconductor companies such as Yangtze River Storage and SMIC have sprung up, driving the development of China's localization.
According to the data released by the General Administration of Customs, China's chip imports in 2022 will be 538.4 billion, although the scale is still large, but there has been a 15% decrease compared with the previous year, which is equivalent to a decrease of 97 billion chip imports.
External analysts believe that there are two main reasons for China's increase in chip imports: on the one hand, the entire consumer electronics market will remain sluggish in 2022, and on the other hand, the localization of China's semiconductor industry chain has begun to become self-sufficient.
The slowdown in the consumer electronics market has led to a sharp reduction in the sales of digital products such as mobile phones and computers, and a sharp reduction in the number of orders for imported chips.
Entering 2023, many American companies have announced layoffs and significantly reduced capital expenditures, because the financial reports for 2022 are really ugly.
According to the financial reports released by major American companies, Intel's net profit in 2022 will be $8 billion, down 60% year-on-year, and Qualcomm's net profit in the first quarter will be $1 billion, down 2235% year-on-year, and this is just the tip of the iceberg of the decline in the performance of American companies.
After the decline in performance, companies cannot but cut wages and reduce capital expenditures, so the current situation faced by American companies is layoffs, according to foreign ** reports, as of the second half of 2022, in Silicon Valley, more than 100,000 technology companies have been laid off.
According to the latest data, the layoff plans of American companies are still growing rapidly, and in just two months so far in 2023, 292 companies have announced layoff plans, and the number of layoffs has reached 90,430, and the scale of layoffs has increased instead of decreasing.
Salary cuts are also a scenario that American companies have to face, even Apple, which is less affected, has to cut the salaries of senior executives, and Apple CEO Tim Cook is the first to target a total salary of $49 million, compared with a total salary of $99.42 million in 2022.
Cook's salary cut target also heralds a decline in sales, and even if Apple's market volatility is far-reaching, other European and American semiconductor companies are undoubtedly struggling.
For European and American companies, in the current situation, everything is because the United States has done well, and the United States disregards market rules and arbitrarily modifies chip rules, so as to kill a thousand enemies and lose eight hundred, which will make European and American semiconductor companies lose a good business environment.
The business environment created in the past 20 years has been directly destroyed by the selfish behavior of the United States, and has also seriously damaged the interests of local American enterprises.
As long as the open market shipments do not maliciously suppress Chinese companies, perhaps the American chip giants can also get back on track, otherwise American companies will bear the brunt of sales pressure, after all, China's development of the semiconductor industry will not stop.
The more it is forcibly squeezed by the enemy, the worse the situation will be, as China would have been in the semiconductor industry"The end of the road", but the poorer you are, the more you stimulate your fighting spirit, and the more likely you are to be reborn.