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With the rapid development of science and technology, integrated circuits, as a key element of scientific and technological competitiveness, have become the main battlefield of scientific and technological competition between China and the United States. Recently released data from the Customs and National Bureau of Statistics show that China's chip imports, exports and scale have ushered in significant changes in the past three years.
1. Chip import and export
In terms of chip imports and exports, the data shows that since 2021, China's total chip imports have declined for two consecutive years. It reached nearly $440 billion in 2021, fell to $415.6 billion in 2022, and then to $349.5 billion in 2023. At the same time, the total export value of chips remained at the level of more than $150 billion in both 2021 and 2022, although it will decline slightly in 2023 to only $136 billion, but it has significantly outperformed imports relative to import data.
In addition, the chip deficit is also decreasing year by year. The chip** deficit peaked at $286 billion in 2021, then fell to $261.7 billion in 2022 and then to $213.4 billion in 2023. The narrowing of the deficit indicates that China's performance in chip imports and exports is getting stronger.
2. The number of chips imported and exported
From the perspective of the number of chip imports and exports, the number of imports continued to decline, the number of exports declined slightly, and the deficit is getting smaller and smaller. This trend also further confirms the changes in the total import and export data of chips.
3. Domestic chip production
Regarding the domestic chip production situation, it can be seen from the data from 2020 to 2023 that it was only 2614 in 2020200 million pieces, then an increase of 333% to 3594300 million. In 2022, due to the sharp decline in the global chip industry, production fell by 116%, only 3241900 million pieces. However, in the context of the recession of the global chip industry in 2023, China's chip industry has grown by 69%, and the output again reached 3514400 million pieces.
4. The United States' suppression of China's chip industry
The United States has been cracking down on China's chip industry, especially since 2020, and the ban has become stricter. Especially in the past two years, its purpose has become clearer, hoping to limit China's logic chips to 14nm process, DRAM chips to 18nm process, and NAND flash memory chips to 128 layers. However, it is obvious that in the face of such a grim situation, China's chip industry is still tenaciously surviving. On the one hand, continue to increase production and exports, reduce imports, and improve the self-sufficiency rate of chips, which is the obvious trend of relevant data in the past three years. On the other hand, China's chip industry is moving towards high-end chips, and the process is becoming more and more advanced. Although most Chinese companies are still in a relatively weak position along the value chain, it is undeniable that they continue to make breakthroughs and perform better and better.
The three-year major changes in China's chip imports, exports and scale highlight the rise and development momentum of China's chip industry. In the face of US suppression, China's chip industry has not flinched, but continues to improve its competitiveness. Through the data, we see that the import amount of China's chips has declined, exports have grown steadily, and the deficit has decreased; The number of imports and exports showed a downward trend, and the deficit narrowed; Domestic chip production continues to grow. This series of data reflects the gradual increase in the resilience and competitiveness of China's chip industry.
In the face of suppression, China's chip industry chooses to challenge the field of high-end chips and independent research and development, and offset external constraints through technological innovation and improving the level of technology. Although there is still some way to go in the value chain, the breakthrough of Chinese chip companies has become an observable fact. This kind of active efforts provide a solid foundation for China's chip industry to reduce its dependence on imports, improve its export level, and enhance its core competitiveness.
We look forward to the continued development of China's chip industry, which will continue to reduce dependence on imports, increase exports, and increase production and self-sufficiency. As one of the main battlefields of Sino-US technology competition, the rise of China's chip industry will have a profound impact on the global technology landscape. As witnesses of the development of China's chip industry, we should continue to pay attention to and support the development of domestic chips, and make positive contributions to its acceleration towards the high-end chip field.
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