The situation is dire! Among the top ten chip companies in the world, the United States occupies 7 seats, and China is hard to find!
Not long ago, some companies released a list of 25 semiconductor companies in the future, which involves chip design, manufacturing, foundry and IDM.
Most of these 25 companies are monopolized by the United States; There are 13 U.S. companies and 4 Chinese companies on the list, but only Chinese mainland SMIC ranks 24th among Taiwanese companies. There are 3 European companies, 3 Japanese companies, and 2 Korean companies.
This list makes people feel sad, China's chip industry should really cheer up, after all, the investment in the chip industry is large, the threshold is very high, and the scale is not large, so there is no advantage.
Some time ago, Gartner released a list of the world's top 10 semiconductor manufacturers in 2023, excluding chip manufacturing companies.
What is even more regrettable is that there are no Chinese companies in this session, not even Taiwanese companies, let alone Chinese mainland enterprises.
As you can see from the data above, as shipments of DRAM memory and NAND flash memory will decline in 2023, Samsung's ranking was replaced by Intel, which became the largest company in the world, while Samsung fell by 375%, ranking second in the world.
Qualcomm, Broadcom, Nvidia, SK hynix, AMD, ST, Apple, Texas Instruments, etc. ranked 3rd to 10th.
Seven of the 10 companies on the list are from the United States, with only Samsung in second place and one South Korean company (SK Hynix) in sixth place, and the rest are all American companies, which shows that the United States is strong in this regard.
In terms of growth, Samsung and SK Hynix, the two major memory chip manufacturers, have the largest growth, with growth of more than 30% respectively. Among them, AI chip producer NVIDIA came out with 56The 4% increase was the largest, while the rest of the companies were flat.
It can be seen from this ranking that there is still a big gap between our chip industry's leading position in the world, especially compared with the United States, and it is not even the top ten.
Some people believe that the scale of the semiconductor industry is very important, only with large scale and high income, can there be capital investment, innovation, and competitiveness, and if there is no capital, it is difficult for the chip industry to survive.