Qualcomm Intel announced that it would cut orders for 129 billion chips, and the Chinese market is drifting away
With the continuous development of science and technology, mankind has entered the digital age. In this digital era, chips, as the central brain of science and technology, are becoming increasingly important and promoting the development of modern science and technology. With the development of new technologies such as artificial intelligence, Internet of Things, and 5G, the role of chips will become more and more important and become an important support for the digital era.
But no matter what happens, it must eventually be achieved through the market, so that its semiconductor companies can continue to update and iterate new products, due to the turmoil in the United States, the chip market has been destroyed, and now the bitter fruit has begun to appear, and China has also begun to carry out a one-time substantial RRR cut, and the foreign media directly said that China does not need it.
Through the data released by the customs, we can understand that last year's China's integrated circuit imports decreased by about 15% compared with 21 years ago, and the reduced number reached 97 billion, which is also the largest decline in integrated circuit imports in recent years. But this is only the beginning, and in the continuation, in the first quarter of this year, the import of integrated circuits is still declining, and it is 23% less than 22 years, the number has decreased to more than 32 billion, and this is only a quarter, it can be seen that our self-examination is imperative. Why has there been a sharp decrease in our imports of integrated circuits since last year?
First of all, the overall economic environment is not good, a large number of people are unemployed, which naturally leads to the decline of the electronic consumption pattern, and this year, this situation not only did not improve, but intensified, because China is a relatively large consumer market, products can not be sold, natural chip imports will be affected.
Secondly, in recent years, the former United States has continuously revised a number of chip bills, added more than 600 Chinese companies to the entity list, and also banned its local companies from selling high-end chips to China, and also banned the technology contained in TSMC from Huawei's Kirin core foundry.
There is also the acceleration of self-examination, which is also the fundamental reason why many Chinese companies have accelerated the pace of internal substitution because of the continuous call of "People**" to abandon the idea of buying, buying, buying.
Although we have been suppressed everywhere in high-end wafers, since 70% of the market demand can only be met by mature wafers, SMIC has invested more than 170 billion yuan to expand four more 28nm mature process factories, and the production capacity continues to increase with the improvement of technology. In terms of chip storage, YMTC has basically achieved breakthroughs in core technologies, and has also caught up with international storage giants such as Samsung and Hynix, and has also stabilized domestic storage to a certain extent.
And some time ago, the United States continued to put pressure on us, and even the founder of Microsoft appealed to the United States some time ago, constantly sanctioning high-end chips, which can only force China to speed up the pace of domestic substitution, and now, as Ren Zhengfei said in the interview, it is obvious through the data of the past two years that our chips are moving towards the pace of localization, and the import volume is declining.
And this practice of killing a thousand enemies and self-inflicting eight hundred has also made many American companies pay a huge price, and most of the chip manufacturers in the United States are shipping to China, so while Biden continues to ban chip exports, it has also caused a sharp decline in the income of Qualcomm, Intel and other companies.
As a result, these U.S. companies are also starting to sit down and think about countermeasures to recover the damage caused by the sanctions. Nvidia was banned from shipping A100 and H100 chips by the United States**, but Nvidia released a special version of the A800 in China. Due to the popularity of chatting some time ago, it also allowed Nvidia to enjoy a wave of dividends, although it did not worry about selling, it still did not want to lose the mainland market, so it launched a special edition, and Intel saw Nvidia's approach, and soon launched a special edition model.
Most of Qualcomm's main revenue comes from domestic mobile phone companies, close to 70%, so due to the United States banning Huawei**5G, WiFi6 and other conventional chips some time ago, it has lost a lot, and some time ago Biden had to make adjustments to Qualcomm's 4G license, Qualcomm acted immediately, saying that it could continue to supply and so on.
In addition to integrated circuit companies, EDA software giant Synopsys has also recently launched a special EDA software version, especially when Huawei announced a breakthrough in EDA some time ago, which will be gradually opened up in the future.
The White House's wanton suppression and sanctions not only made American companies suffer, but also made them lose their credibility, more and more Chinese companies have begun to choose others to replace, and the United States continues to suppress will only force a larger Chinese core, domestic substitution will be accelerated, so the market lost by the United States will basically not come back.