According to the analysis of data from institutions, the current globalChipsOEMIn the market, 28 nm and above are matureChipsaccounted for more than 75% of the share, while below 28 nanometers advancedChipsIt only occupies about 25% of the share. ThisData SheetMing, despite the domesticChipsManufacturing level with TSMC,Samsungand other international giants compared to a slight gap, but in fact has been able toOEMMore than 90% of the worldChips。After all, the domestic process level is already equivalent to the international level of 7 nanometers. Therefore, we just need to stabilize the maturityChipsThe fundamentals of the market and actively break through advanced technology, you can easily deal with itChipsChallenges in manufacturing. However, the reality is not so rosy.
According to the statistics of professional institutions, the third quarter of 2023 is globalChipsOEMThe share of each process in the market is shown in the chart below: 5nm and 4nmChipsThe proportion is as high as 23%, 16nm, 14nm, 12nmChipsThe proportion is as high as 13%, 7nm and 6nmChipsThe proportion is as high as 12%. That is, below 28 nanometersChipsInOEMThe market accounts for a significant proportion, as high as 48%, close to half;and 28 nm and above matureChipsThe share is about 52%. WhyOEMAdvanced technology in the marketChipsshare than the wholeChipsWhat about the higher market?In fact, the reason is quite simple: in the mature process market, there are manyChipsThe manufacturers are all self-manufacturedChipsof, for exampleTexas Instrumentsand other enterprises, although the process is not advanced enough, but they have their ownChipsManufacturing capabilities, without the need for helpOEMFactory. And really neededOEMThe main ones are those that have the top of the lineChipsManufacturing capabilities of businesses such as:ApplesQualcomm, AMD, NVIDIA, Huawei, MediaTek, etc. These businesses are chosenOEM, because they have the top notch thoughChipsdesign ability, but not their ownChipsManufacturing Plant.
Therefore, it can be seenChipsOEMIn the market, sticking to mature processes will face the risk of being gradually eliminated, and they also need to continue to develop to advanced processes. For domesticChipsOEMFor companies, the situation is still grim, because they do lag behind in advanced technology. The good news, thoughSMICIt has become the world's fourth most advanced technologyOEMFactory. With the advantages of advanced technology,SMICIn the third quarter of 2023, the market share has reached 6%, with:UMCGFThe share was flat. ForChipsOEMThis is undoubtedly good news for the industry. At the same time,SMICIt is also continuing to expand production capacity and continuously improve the process level, which is expected in the near futureSMICIt is possible to exceedGFUMC, becoming the third largest in the worldChipsOEMManufacturers.
This data shows that the advanced technology is inChipsOEMoccupies a high share of the market. So, what is the reason for the high proportion of advanced technology?
First of all, advanced technology representsChipsThe cutting edge of technology. For some of the top onesChipsFor design companies, such as:ApplesQualcommHaving advanced processes means higher performance and lower power consumption. This is important for creating market-leading products. Therefore, these businesses are more willing to chooseOEMfactoryChipsto ensure that the products have the strongest competitiveness.
Secondly, advanced technology has better manufacturing capacity and productionEfficiency。With the continuous improvement of the process, the advanced process line has higher wafer yield and lower defect rate. This means that advanced processes can produce more, higher quality at the same time and costChips。This is important for increasing production capacity and reducing costs.
In addition, advanced technologyOEMBetter design support and technical services. ChipsDesigners can help:OEMThe factory provides an advanced process library andedatools to do it more efficientlyChipsDesign and validation. At the same time,OEMThe factory can also provide more professional advice and suggestions in technical supportChipsDesigners solve problems and optimize designs.
To sum up, the high proportion of advanced technology is mainly due to its performance and power consumption, manufacturing capacity, and productionEfficiency, design support, and more. With the continuous development of the market and the advancement of technology, advanced technology is expected to be inChipsOEMThe market continues to maintain a high share.
ChipsOEMmarketData SheetBreaking through to advanced technology is an important task that cannot be ignored. For domesticChipsOEMFor businesses, there are also opportunities for the challenges they face.
First of all, breakthroughs in advanced technology can enhance the competitiveness and market share of enterprises. Make a breakthrough in the field of advanced technology and provide excellentOEMservices, will be able to attract more domestic and foreign peopleChipsCollaborations and orders for design enterprises. At the same time, advanced technologyOEMIt can also bring higher profits to the enterprise.
Secondly, a breakthrough in advanced technology is an inevitable choice to enhance the competitiveness of the industrial chain. withTechnologyThe rapid development of theChipsInArtificial intelligenceInternet of Things, 5G and other fields have shown explosive growth. In these application directions, rightChipsPerformance requirements are getting higher and higher. Only by continuously advancing advanced technology can we meet the market's demand for high performance and low power consumptionChipsneeds.
In addition, breakthroughs to advanced technology are a symbol of technological innovation and national strength. GloballyChipsIn the industrial chain, it has advanced technologyOEMCapable enterprises are more likely to obtain opportunities for technological innovation and industrial upgrading. Therefore, domesticChipsOEMEnterprises should increase R&D investment, continuously promote breakthroughs in core technologies, and enhance their own innovation capabilities and strength.
To sum up, a breakthrough to advanced technology is for the domesticChipsOEMBusinesses are of great significance. It can not only enhance the competitiveness and market share of enterprises, but also promote the development of the industrial chain and promote the improvement of national strength.
By passingChipsOEMAn analysis of the current state of the market, I am rightChipsThe development of the industry has a deeper understanding. ChipsAs modernTechnologyThe core foundation for the pushEconomyIt is of great significance to develop and enhance the country's strength. However,ChipsOEMThe current situation of a high proportion of advanced technology in the market also shows that the country is inChipsThe manufacturing sector still faces certain challenges.
As a self-leading editor in the Internet age, I feel deeplyTechnologyThe importance of innovation for countries and industries. ChipsThe industry isTechnologyInnovation is one of the important areas, so we should encourage and support domesticChipsOEMThe company has increased R&D and investment in advanced technology. Only through independent innovation and technological breakthroughs can we be globalChipsoccupy a larger share of the market and elevate the countryTechnologystrength and industrial competitiveness.
In addition, I am also interested in domesticChipsOEMBusinesses are confident. SMICAs domesticOEMThe leading enterprises in the industry have made important breakthroughs in having advanced technology. I believe that in the future development,SMICIt will continue to increase its market share and technical strength to become a global companyChipsOEMAn important force in the industry. At the same time, I am also looking forward to other domestic onesChipsOEMEnterprises can increase their efforts to enhance their technological innovation capabilities and promote the overallChipsThe continuous development and upgrading of the industrial chain.
Overall,ChipsOEMThe proportion of advanced technology in the market is high to the domesticChipsOEMBusinesses bring both opportunities and challenges. Through the breakthrough to advanced technology, domesticChipsOEMBusinesses can increase their competitiveness, expand their market share, and drive the overallChipsThe development of the industrial chain. At the same time, we should also realize that this is a long-term process, and we need to increase R&D investment and continuously improve our technical strength in order to be able to be globalChipsGreater breakthroughs and progress in the market. For the state,ChipsThe development of the industry is realizedTechnologySelf-reliance and statehoodEconomyOne of the keys to development, therefore, should be increased support and investment for:ChipsOEMEnterprises provide a better development environment and policy support. Only by comprehensively using the forces of **, industry, enterprises and other parties can it be realizedChipsSustainable development of the industry and the enhancement of global competitiveness.