Foreign media analysts said: China's large-scale production of chips may lead to the price of chips!
In the early days, people on the Internet firmly believed that any field that Chinese companies set foot in would become the "cabbage", "mobile phone", "TV", "car" and so on of Chinese companies.
In the past, China's famous brands were not strong enough, so they had to be imported from foreign countries, such as LCD screens, which cost tens of thousands of pieces, but now it has become"Cabbage price"。
This is because once China obtains this technology, it will immediately use its cost advantage to expand on a large scale, and when there is a surplus of supply, it will reduce its **, which in turn will drive the industry as a whole
However, in the field of chips, it is a different matter, some time ago an analyst from an overseas research institute Trendforce pointed out that as China continues to expand chip production capacity, the first chip will be as cheap as Chinese cabbage.
China now has a total of 44, 25 for 300 mm, 5 for 200 mm, and 4 for 150 mm.
In addition, there are 22 projects under construction, including 15 300 mm and 7 200 mm.
China now produces 29% of the world's chip production, and once built, China will be able to produce about 33% of the chips, which is 1 3 of the world.
Moreover, China's chip production capacity is also on mature chips, while China's technology is still in a backward state, so most of the energy is focused on the 28 nm and higher processes.
With such a large production capacity, it is very likely to cause a first-class war in the chip industry around the world, because so much production capacity is likely to cause a fierce first-class war.
The CEO of Golden Semiconductor previously said that the cost of factories in Chinese mainland is now lower than in India, Japan, the United States, and even Taiwan, because China has the cheapest chip production cost.
Therefore, the simultaneous emergence of so much production capacity will inevitably cause the price reduction of chips and foundries, which will then affect the entire industry and make those uncompetitive foundries go out of business.
But, I think, in theory it is true, but in practice"Cabbage price"It is absolutely non-existent, the cost of the chip industry is very high, but it is still profitable, but the previous high profits have decreased.
Coupled with the advantage of Chinese companies in the first place, beating those foreign companies that make a lot of money, this is good for consumers, of course we have to support, in fact, we are also looking forward to that day as soon as possible.