Kunpeng Project
When it comes to chips, the first thing that comes to mind is the United States and Taiwan Province of our country, but in fact, South Korea is also a very strong presence in this regard. If we can actively strive to strengthen cooperation with South Korea in the field of chips, can we break the US chip blockade against China?
South Korea, a small East Asian country, in addition to cultural exports such as Korean dramas and K-pop, also has an influential industry, that is, chips. Since the 80s of the last century, South Korea has continuously invested funds and resources in the development of the semiconductor industry, and now South Korea has become one of the important participants in the global chip industrySouth Korea's two largest chip companies are the main force in the global market.
There is data showing thatSamsung Electronics and SK hynix occupy the top two positions in the DRAM and NAND flash memory markets, respectively, with a total market share of more than 70%. In addition,The chemical products of LG Chem's subsidiaries are also among the best in the global chip marketIn 2021, Samsung's chip revenue will reach $73.2 billion, **28%, surpassing Intel in one fell swoop and becoming a well-deserved brother among chip manufacturers in the world that year.
Behind this is South Korea's huge investment in scientific and technological research and development, with more than 110 billion US dollars in R&D investment a year, ranking among the top 10 in the world. Among them, R&D investment in industries such as semiconductors and displays accounts for the lion's share. In addition, they have formulated a series of industrial policiesSuch as "Semiconductor 2030" and "New Energy Vehicle 2025".to strengthen the layout and support for the future technology field. These policies and investments have effectively enhanced the core competitiveness of South Korea's chip industry.
Not only that, South Korean chip companies are also constantly exploring innovative models and striving to expand new markets. For example,Samsung is actively developing chip products in the fields of 5G, artificial intelligence, and the Internet of Things, while SK hynix is deploying and investing in fields such as electric vehicle batteries and artificial intelligence chips.
What's even more terrifying is that from the perspective of the entire South Korean chip industry, its industrial chain has run through almost all fields from design, manufacturing, packaging, to testing, etc., forming an "industrial closed loop", which makes South Korea have a strong competitive advantage in the chip industry, and its market position is very strong, ensuring that it can have a huge impact on the global chip market.
However, is the Korean chip industry really invincible?However, it also faces some serious challenges. For example, the technology update cycle of the chip industry is very fast, and it is necessary to continuously carry out independent innovation and improve the technical level. But the biggest challenge comes from Chinese mainland.
The scale of China's chip industry has expanded rapidly in the past few years, and the technical level of chip design, manufacturing and other fields has also been greatly improved, gradually narrowing the gap with the international advanced level, and the Chinese have super creativity and endurance.
Given South Korea's strength in chips, there is no need for us to compete with South Korea,In today's society, cooperation is greater than competition。In fact, there are a wide range of prospects and potential for cooperation between China and South Korea in the chip industry, and if we can actively strive for cooperation with South Korea, it may help usBreak the chip blockade in the United States。Of course, the biggest problem is that the Americans will definitely get in the way. Guys, do you think it's feasible?