162 billion chips! Foreign media Chinese companies no longer accept it
It is known as a modern industry"Grain"The chip has always been highly valued by all countries, because whoever masters the underlying technology will master the dominance of the entire industrial chain. For example, the United States, which is the origin of semiconductors, has mastered a large number of chip technologies and occupies an absolute dominant position in the global semiconductor industry! This is also why large American companies such as Intel and Nvidia have made their fortunes on chips for many years, and even semiconductor giants such as Samsung, TSMC, and ASML have to compromise and make promises when facing Americans.
However, the emergence of Huawei's Kirin chip has greatly reduced the chip hegemony of the United States, and even Qualcomm has lost market share, with Huawei occupying 56% of the market share, while Qualcomm has fallen from 65% to 29%. In order to protect the core interests of core U.S. companies and maintain their hegemonic position, the U.S. has also imposed a series of sanctions on Huawei, from the "Entity List" to the "Chip Regulations", which directly forced Huawei to the point of "having cores but not cores", and the market share of mobile phones is even closer"Zero"What an amazing scene!
However, to the surprise of the United States, it only took three years for Huawei to achieve it with its own efforts and with the support of domestic manufacturers"Breakthrough"The Mate60 series products equipped with Kirin chips will be officially launched at the end of August 2023, with sales exceeding 5 million units, which is a scarce product! Although judging from the information obtained so far, the Kirin chip is likely to be made of 7 nm or 5 nm, but in any case, domestic mobile phones already have the ability to mass-produce high-end chips!
Huawei's strong comeback not only hit Apple's iPhone 15 series sales, but also brought another game to Qualcomm"Storm", the loss of nearly 60 million chip orders can be described as miserable! U.S. exploits"Immunity", let Qualcomm, Samsung, Hynix and other chips be exported to China, and even ASML has obtained an export license, in fact, the purpose of the United States is very simple, that is, to pass"Chip dumping"There is only one purpose for exporting chips to the United States, and that is to pass"Chip dumping"to stop the rise of domestic chips, thereby stopping our rapid development!
However, to the surprise of the United States, even after the chip restrictions were relaxed, Chinese companies did not purchase imported chips in a big way, but continued"Reduced order"Chinese companies have cut about 60 billion chips, which means that the number of imported chips will be reduced by 65 billion in 2023! If the number of chips in 2022 is 97 billion, then between 2022 and 2023, the number of chips imported by China will decrease by 162 billion cumulatively, almost all of which will be replaced by domestic chips! This also means that it will become more difficult for American chip manufacturers to export chips in the future!
In addition, SMIC, as the largest chip foundry company in Chinese mainland, suddenly announced that its n+1 process has made breakthrough progress, and it is expected to achieve mass production in the first half of 2024! In other words, SMIC can make 7 nm chips without using EUV lithography, once again breaking the Western world"Technical barriers"If energy is produced, we don't need to rely on advanced lithography technology anymore! In this context, many foreign media have said: the general trend has gone!
Although the United States has imposed sanctions on our country for a long time, it has not affected our country's scientific and technological progress at all, and even encouraged many companies to take the road of independent research and development"Breakthrough"SMIC has also made a major breakthrough in this process, which means that China's chip industry is accelerating its upgrading, when the domestic chips reach more than 75%, there is no need to import chips, and then the core enterprises in the United States will be"Doom to come"！The entire chip industry chain is accelerating upgrading, and when the domestic chip self-sufficiency rate reaches more than 75%, there will be no need to import chips, and the core companies in the United States will also"Doomed"Exit the stage of history! Thank you for my love.