The current state of the U.S. chip market.
By 2022, the United States will account for more than 50% of the world's chips, accounting for half of the world's chips. This huge field is monopolized by chip giants in the United States, such as Intel, AMD, NVIDIA, AMD, Qualcomm, Apple, etc., all of which are concentrated in the United States and occupy a large market. However, although the United States has half of the world's chip market, it still faces a major problem: chip production capacity. The actual figures show that the United States only owns 10% of the world's total production, and more than 80% of the American chips are produced outside the United States, especially China, which accounts for 60% of the total American production. The United States could not accept such a fact and revitalized its chip manufacturing and domestic production with large-scale subsidies. However, although legislation has been introduced, the pace of implementation has been slow, and the construction progress of TSMC's Arizona factory and Intel factory is worrying, and whether it will be able to produce as scheduled in the future is still a question. There is a common view in the industry, that is, no matter how hard the United States tries, it will not be able to make it by itself, and in the end it will still rely on China. The root cause of its occurrence is not only because of the problems of technology and the first chain, but also because of deeper business factors. Chip production is a large-scale, labor-intensive, complex, and rapid iterative process, and is highly commercialized. In this era of rapid change, if there is not enough cost and quality, then it will be eliminated. China's development in the field of semiconductors has significant advantages: abundant land resources, abundant hydropower resources, efficient labor, and a complete industrial chain. If you combine the two, the best chips made in China are the cheapest in the world, followed by Taiwan, which is also the opinion of the president of a Taiwanese semiconductor company. China has a huge market, cheap labor, and unique industries and resources, all of which are realities that the United States cannot change. Therefore, the industry generally believes that no matter how the United States tries, China must make the chips it wants.
1. Reflection on the current situation of the integrated circuit industry in the United States.
The United States is the hegemon of chips, occupying the world's largest chips and half of the world. However, this is only a way to make a profit, and only production capacity can play a decisive role. The U.S. chip market relies too much on foreign production, resulting in its chip production lagging behind other countries, which is also a potential danger. Although the United States has launched a series of support measures to revitalize the domestic semiconductor industry, it seems that there is not much progress in terms of results. China has the world's most complete industrial system and the lowest cost, and has unique conditions for development. China has abundant land resources, efficient labor force and sufficient resources**, which has laid a solid foundation for the development of the semiconductor industry. Therefore, if the United States wants to restore its advantage in chip production, it must rely on China's production capacity.
2. Favorable conditions for the production of integrated circuits in China.
China has many favorable conditions for the production of integrated circuits around the world. First of all, China has a vast land area and has huge development space and huge development potential that are difficult for any country in the world to achieve. Secondly, China has abundant resources, such as electricity, hydropower, etc., which provide sufficient support for the production of integrated circuits. In addition, China's labor work is efficient, does not ask for returns, and has an excellent labor concept, which has a great role in promoting China's industrial production. China has a complete industrialization, a complete industrial chain, and a complete manufacturing system. Overall, Chinese mainland produces the lowest chips**, followed by Taiwan, which has a lot to do with the advantages of China's resources, talents and industrial chain. China's "manufacturing" is not only a powerful force, but also a force of international competition, China's manufacturing power will become the largest force in the world.
3. China's integrated circuit manufacturing industry has played a role in promoting the development of the world's industry.
China is the world's largest integrated circuit production base and has played a pivotal role in the development of the world's integrated circuit industry. China's efficient operation in production and research has not only promoted the vigorous development of China's local industry, but also driven the entire world's semiconductor industry. China has a well-established industrial chain and industrial chain, which can provide technical support and cooperation for the world's major technology companies. China's leading position in production has provided greater competition space for the world's integrated circuit manufacturing industry, thereby driving the development and upgrading of the world's science and technology. While facing the impact of the U.S. integrated circuit industry, China is also developing rapidly and gradually growing into the backbone of the world's semiconductor industry. In the future development process, China will further strengthen its influence in the world semiconductor field and inject new vitality and opportunities into the development of the world's semiconductor industry.
Conclusion: In general, although the United States is one of the largest semiconductor industries in the world, its chip production capacity is relatively weak, so it has been looking for new technological breakthroughs for a long time. However, no matter how the United States tries, it will still encounter many difficulties in succeeding in its own chip production. In stark contrast, China has the world's largest "chip production base" and has played a pivotal role in the development of the world's semiconductor industry. The strength of China's manufacturing industry will not only help improve the competitiveness of the international integrated circuit market, but also inject new vitality and opportunities into the world industry. Made in China will continue to contribute to the development of the world's semiconductor industry and play a key engine and booster in the technological innovation of countries around the world.