China's chip production capacity is six times that of the United States
TSMC President Zhang Zhongmou emphasized that when the chip industry develops to a certain scale, the focus will shift to excellent chip design, while foundry and packaging and testing will be relatively weak.
Zhang Zhongmou believes that the future development of Taiwan Province will take the route of high added value, and it will be at a disadvantage in terms of shortage and production.
30 years ago, the U.S. accounted for 37% of the global chip market. However, with the rapid development of chip technology, the United States found that the added value of chips was not high, so it turned production to Japan, South Korea and Taiwan.
And the United States focuses on high value-added design and outsources production to other countries, which is why companies such as Apple, Qualcomm, AMD, Broadcom, Nvidia, etc., only design chips and do not produce them.
By 2020, chip production capacity in the U.S. will be reduced to 12%, compared to 16% in China.
However, if the chip industry does not have enough production capacity,"Hollowing"will be inevitable. After all, relying on foreign companies for production is more or less risky, especially if global integration has collapsed.
Therefore, in recent years, the United States has been working hard to improve the chip production capacity of the United States, especially the United States, and it does not want to see that China's chip production has surpassed that of the United States.
The United States is concerned about continuing to rely on China for the production of chips. How do Chinese chips compare to American chips? What is the quota?
The chart above shows the distribution of global advanced and mature chip production capacity in 2023 and global advanced and mature chip capacity in 2027**.
The picture on the left shows the advanced chip production capacity, which will reach 122%, China will reach 8%, and the United States will reach 66%, that is, two-thirds. By 2027, the U.S. will rise to 17% and China will fall to 6%, at which point the U.S. will be only one-third of China's.
The right represents mature chip production capacity, which in 2023 will be 31% for China and 5% for the United States, which will be more than six times that of the United States. In 2027, China will grow by 39%, the United States will still grow by 5%, and the chip production capacity of the United States will be eight times that of China.
It can be seen that the main energy of the United States is focused on the production of high-end chips, although the United States does not have many technical reserves, but there is no need to worry about being stifled.
However, the U.S. still wants to expand chip production capacity and slow down the production of advanced chips in China until China reaches a higher level, and the U.S. has failed to achieve its goal from any angle.