In recent years, after realizing the chip shortage, China has launched a chip self-sufficiency plan, set a goal of completing 70% chip self-sufficiency by 2025, and introduced a trillion-dollar worth of subsidy bills. This has prompted many companies to devote themselves to the development of the chip field, and the number is in the tens of thousands. Regrettably, however, the latest situation shows that there is 1090,000 chip companies collectively "withdrew" from the market, and ran away after taking subsidiesThis has sparked some comments that China has lost in the chip space.
As we all know, chips are crucial in today's technological era and are the foundation for rapid development. Whether it is military, medical, industrial or various electronic devices in life, chips related to them need to be used. But the reality is that our technology in the field of chips has been backward for a long time, most of the chip technology is still mastered by Western countries, and China needs to spend hundreds of billions of dollars every year to import various chips, resulting in our serious dependence.
In order to break free from this shackle, China has formulated a "10-year semiconductor covenant" plan to encourage domestic companies to participate in independent research and development and self-sufficiency. According to relevant data, in the past decade, the number of registered semiconductor-related enterprises in China has grown steadily, especially in 2021, reaching 1440,000, a year-on-year increase of 549%。Among them, many newly registered enterprises are committed to the development of the chip field, whether it is for the development of national science and technology or for the sake of obtaining subsidies, or have achieved certain results. For example, in 2022, China reduced its orders for imported chips by 97 billion, and in the first half of 2023, it will decrease by 51.6 billion chips again compared to last year. While there is still a gap from the 70% self-sufficiency target, it does show a significant improvement.
However, recently released data shows that the number of revocations and cancellations of chip-related enterprises in 2023 will reach 1090,000, a year-on-year increase of about 897%, the number of deregistered enterprises far exceeded the level of previous years. This figure is shocking and has even caused comments from the United States** that China has lost the chip war. So, why is there a 1.What about the collective withdrawal of 090,000 Chinese chip companies from the market?There are roughly three reasons for this problem.
The first is entrepreneurial failure. Although the chip field is the foundation of science and technology, it is also a field with extremely high requirements for relevant knowledge and equipment. For newly registered companies, the cost of purchasing equipment, introducing talents, and insisting on chip research and development is very expensive. In addition, it is difficult to enter the field of chips, and after some efforts, if considerable results and achievements are not achieved, the capital will be exhausted, and the cancellation and exit is a natural result.
The second is the market cold snap. In the past two years, it has become a well-known fact that there is overproduction of chips and sluggish demand, which has also had a certain impact on chip companies without strong financial strength. The shrinking market and the chip giants are fighting to lower the market through the "first war", which is a huge challenge for small and medium-sized enterprises that are just starting out. Businesses that cannot afford to compete at low prices may choose to exit the market to avoid further losses.
Finally, there is the impact of policy adjustments. China** has been taking active policy measures in the field of chips, including providing subsidies, preferential taxes and supporting R&D. However, policy adjustments may have a certain impact on enterprises. In recent years, China has rectified and standardized the chip industry, and strengthened the review and supervision of industry access. Some businesses that don't meet the requirements or have problems may be forced to exit the market.
However, it should be noted that although there are 1090,000 chip companies have withdrawn from the market, but China's chip industry as a whole is still developing, and it is not as pessimistic as reported by foreign media. Domestic chip manufacturing technology and production capacity are constantly improving, and some excellent companies, such as Guona Technology Sauce, know betterZhixin sensingWe have made some important breakthroughs in the fields of MEMS micro differential pressure sensors and MEMS microscopes, and the product performance is comparable to that of TE and TI products, at least in the process of approaching. However, it is undeniable that if this road is to be sustainable, it still needs to be supported by first-class support policies to promote the localization and substitution of the chip industry.
In short, although China is facing some challenges and difficulties in the field of chips, on the whole, China's chip industry is still striving to develop and move towards the goal of self-sufficiency, and it is not as pessimistic as reported by foreign media. What do you think about this?Welcome to leave a message to discuss. The science and technology of the great powers are in