In today's world, the competition in chip technology has become increasingly fierce. In recent years, China has made a huge breakthrough in the field of chips. According to a survey conducted by South Korea** in cooperation with analysts, China's share of chip patents has risen rapidly, while the strength of South Korea, Japan and the European Union has declined. This article will delve into the changes in the proportion of patents, chip quality, self-sufficiency rate, and the impact on the global chip market.
The proportion of chip patents in China has shown a strong upward trend in the past few years. According to the data, in 2003, China's chip patents accounted for only 14% of the world's five largest economies, and by 2022, this proportion has increased to 717%。This can be attributed to the acceleration of China's chip technology research and development and continuous investment in the domestic market. In particular, the United States' restrictions on China's first-class chips have stimulated the vitality of China's chip industry and prompted China to accelerate the pace of innovation in chip technology.
However, South Korean media also pointed out that China needs to further improve the quality of chip patents. While China has a clear advantage in terms of the number of patent applications, the index for China as a measure of overall patent quality (cited index) shows that the index is only 289, much lower than the 696。This is also the reason why there is a large gap between China and chip patent applications in terms of the number of patents granted. In contrast, the United States still has a significant core technological advantage.
However, China's rising share of patents has had a direct impact on economies such as South Korea, Japan, and the European Union. The proportion of their chip patents is declining significantly, which also weakens their competitiveness in the chip market. South Korea's chip exports to China are not as good as before, resulting in South Korea's first deficit with China in more than 30 years.
The rapid development of China's chip industry is also reflected in the improvement of self-sufficiency. Twenty years ago, China's chip self-sufficiency rate was only in the single digits, but by 2022 it has increased to nearly 30%. This shows that China's chip industry has made a huge breakthrough in recent years, replacing imported chips with domestic chips.
The increase in China's chip self-sufficiency rate has also led to a continuous decline in China's chip imports. In 2022 alone, China's chip imports decreased by more than 129 billion. This has had a huge impact on the overseas chip industry, with many American chip companies losing money, and chip foundries such as TSMC and Samsung have been unable to obtain enough chip orders.
China's chip industry has made an important breakthrough in the field of memory chips. According to the data, in 2022, the share of China's two memory chip companies in the global memory chip market will reach 4%. As the world's largest producer of memory chips, South Korea's share of its two major companies, Samsung and SK hynix, has also declined, which is one of the important reasons for the decline in South Korea's chip exports to China.
The breakthrough in China's chip industry has not only had a positive impact on the domestic manufacturing industry, but also has a far-reaching impact on the global chip market. China has become an importer of a large number of chip equipment and materials, which has prompted chip equipment and materials companies in Japan, the Netherlands and the United States to achieve explosive growth in exports to China, and their performance has skyrocketed.
The success of China's independent chip research and development has also brought profound changes to the global chip market pattern. In the past few years, the global chip has been significant, and under the substitution of China's large-scale increase in the production of domestic chips, the chip has appeared significantly. The success of China's independent research and development of chips has brought great benefits.
The rise of China's chip industry has attracted the attention of the world. From the rise in the proportion of chip patents to the increase in self-sufficiency, China's chip industry is rapidly changing the competitive landscape of the global chip market. However, China still faces some challenges in terms of patent quality and core technologies. In the future, China's chip industry needs to further improve its patent quality and technological innovation capabilities in order to ensure that it maintains a competitive advantage in the global chip market. At the same time, other countries and regions should also strengthen their own R&D and innovation capabilities to adapt to the rapid changes in the chip market.