ChipsAs the core driving force of modern industry, it is essential for the development of the country. However, for a long time, our countryChipsLow self-sufficiency, forChipsThe dependence has always depended on imports. In the United States, rightHuaweiAfter the incident of Chinese enterprises cutting off supply, China's market realized its own vulnerability. In order to break for foreign countriesChipsThe dependence of our country has been formulated to achieve 70% by 2025Chipsself-sufficiency target, and invested huge funds to support the homegrownSemiconductor industry。Major companies have joined the manufacturingChipsThere are not only Internet giants Alibaba and Tencent, but also some small and medium-sized enterprises across fields. After domestic united efforts, domesticSemiconductor industryBreakthroughs have been made, such as 5G RFChips, lithography machine, CPU GPU and other core technology accessories have been localized instead. Therefore, for foreign **,Chinese chipsThe rise of the country is amazing. The concerted efforts of the people made the domestic productionChipshas been advancing, but now a set of shocking data has come out, which means that the veil of domestic core protection measures has completely fallen.
According to the industry's best reports, during the harsh winter of the global semiconductor industry, China'sChipsThe boom is starting to ebb, and as of 2023, there are more than 10,000ChipsEnterprises were deregistered or revoked by industry and commerce, an increase of 89 percent compared to last year7%！On average, there are nearly 30 per dayChipsThe collapse of the company, such a situation suddenly appeared, which was unexpected. There are three main reasons for this phenomenon:
First of all,ChipsThe industry is an industry with heavy assets, high technical thresholds and long return cycles. toHuaweiThe Kirin designed by HiSiliconChipsFor example, it is the result of years of continuous R&D investment and innovation. However, in recent years many new ones have been establishedChipsThe company does not have this kind of patience and strength. Secondly, some went out of businessChipsEnterprises are actually "indiscriminate", and they set up shell companies in the name of "core making", mainly to enjoy policy support and related dividends, which is the so-called "fraud and compensation". With the tightening of regulatory policies, these "moths" can no longer find a place to hide. In addition, in recent years, the United States has continued to increase its weightChipsrestrictions, so that many domesticChipsBusinesses are worried, even some large companies such asoppoThey all decided to give up self-developmentChips。For other small and medium-sized businesses, once encounteredChainDisruption is likely to be catastrophic. For them, timely stop loss is the wisest option.
In total, there are tens of thousands of them in the mainland marketChipsThe failure of businesses is indeed not glamorous. However, thinking about it from another angle, this may be forChinese chipsis not a bad thing in the long run. After this baptism of "stuck in the bottle", those who can really stay are truly powerfulChipsEnterprise. The state forSemiconductor industryThe support will also become more precise and avoid the waste of resources. More critically, this splash of "cold water" reveals domestic productionChipsThe current situation has made us deeply aware of the existence of a gap with the West. about".China ChipWe can neither make an overly pessimistic evaluation, nor can we blindly tout, only by getting rid of the wind of arrogance, insisting on self-research, mastering the core technology, in order to be invincible. The appeal of the central media needs to be taken seriously: ChinaSemiconductor industryThere is no shortcut to the rise of the company, only by unremitting independent research and development, the core technology firmly in our own hands, we can be invincible in this highly competitive field.
Near domesticChipsThe market moves unusually violently and suddenlyChipsThe wave of business closures has sparked concerns. Data shows that about 30 core companies go bankrupt every day, which makes people have to face up to the loss of domestic core protection measures. Looking back on the past few years, the domestic pairChipsThe investment in the industry is quite huge, and tens of thousands of companies have joined the ranks of core making. However, in the massiveChipsIn the market, there are very few companies that can really gain a firm foothold. In the face of this phenomenon, we need to seriously think about what caused this situationChipsThe outbreak of the crisis?
First of all,ChipsThe characteristics of the industry determine that it belongs to an industry with heavy assets and high technical thresholds. ChipsR&D and manufacturing require a lot of money and effort, and the payback period is usually long. Compared to the emerging onesChipsBusinesses, likeHuaweiIt takes decades of R&D and innovation for such companies to achieve certain results. However, a lot of emergingChipsBusinesses don't have the strength and patience to do so, and they can't afford to invest in the long term and go out of business.
Secondly, there are a large number of "indiscriminate" enterprises in the market. These companies were established in the name of "core making", in fact, just to obtain policy support and related dividends, and their existence is forChipsThe development of the industry has not made a substantial contribution. As the policy tightened, these shell companies could no longer continue to receive support and had to face the fate of going out of business.
In the end, the United States is rightChipsThe increase in restrictions has also had a certain impact on domestic core enterprises. In recent years, the United States has been interested inChipsRestrictions are constantly escalating to the domesticChipsBusinesses bring with them a great deal of uncertainty. Some large corporations such as:oppoIt was even decided to abandon self-developmentChips, this nervousChainThe environment has become even more unbearable for small and medium-sized enterprises, leading them to choose not to continue to grow.
Face thisChipsIn the crisis, we should not only see the immediate predicament and challenges, but also the opportunities and vigilance. ChipsThe fierce competition in the industry is not a bad thing, and through the baptism of this crisis, it really has strength and potentialChipsBusinesses will stay, and the industry as a whole will become healthier and more orderly. Country pairsChipsThe support and support of the industry will also become more precise to avoid the waste of resources.
In addition, this crisis has also made us deeply aware of domestic productionChipsDevelopment with the advanced WestChipsgaps. Only by getting rid of the wind of arrogance, insisting on independent innovation, and mastering the core technology, can we be invincible in international competition. Therefore, we should not be overly pessimistic and deny domestic production just because some problems have arisenChipsbut should not be blindly touted. DomesticSemiconductor industryThe rise of the company requires sustained effort and down-to-earth work, and only in this way can long-term success be achieved.
In short, domesticChipsThe recent wave of closures in the market is indeed worrying, but for the wholeChipsIn terms of the healthy development of the industry, this may be a wake-up call. We need to face up to the problems and challenges, find solutions, adhere to independent innovation, and master the core technology, so as to be able to make domestic productionChipsShine on the global stage.