China's chip production has increased significantly, and global panic is coming? The United States is worried
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The rapid growth of China's chip production capacity has attracted global attention.
The rapid growth of China's wafer production capacity has caused concern and panic in the United States. China is massively expanding the production of mature process wafers, which could lead to dramatic changes in the world's mature wafer market. But at the same time, the U.S. is unlikely to provide funding and subsidies to established wafer producers, as the U.S. is more focused on developing advanced processes than on mature wafers. Currently, mature wafers account for a large share of the wafer market, reaching 70%, while advanced wafers account for only about 30%. This shows that in the future competition in the semiconductor field, the United States is likely to rely on China's mature wafer production capacity, especially wafers with mature processes of 28 nanometers and above, which will become the forefront of competition in the semiconductor field between China and the United States.
Moreover, not only Chris Miller, but many American analysts have similar views. They believe that although the advanced technology in Chinese mainland is limited, the mature process cannot be limited, so the output has been increasing. In fact, the data shows that there are 44 factories in China, including 25 12-inch factories, 15 8-inch factories, and 4 6-inch factories. In addition to the existing factories, there are 22 factories under construction, including 15 12-inch factories and 7 8-inch factories. According to 2024**, the global monthly wafer production capacity will reach 30 million pieces (calculated by 8-inch wafers), of which the wafer production capacity in Chinese mainland will reach 8.6 million pieces, with an annual growth rate of 13%, accounting for 28 of the global wafer production capacity7%, ranking first in the world. In contrast, Chinese mainland, Taiwan, South Korea and Japan have the second-highest production capacity, while the United States has less than 10% of the global share of wafer capacity, less than one-third of China's wafer capacity.
Challenges and constraints to scale up wafer production in China.
However, while the rapid growth of China's wafer capacity has attracted the world's attention, the current situation is not as rosy as some people think. After all, in the integrated circuit industry chain, many basic equipment and technologies are still in the hands of the United States. Although China's mature wafers continue to expand production, it is still difficult to completely plug the neck of the United States. In addition to Chinese mainland, other countries and regions also have huge wafer production capacity, especially wafer foundry capacity for the United States to use. The reason why analysts and experts in the United States about China's wafer production capacity put forward the threat theory is that the essence of it is to serve American companies, hoping that the United States can provide more subsidies and funds to support American wafer companies to expand production and build factories.
Despite the rapid increase in China's wafer production capacity, China still faces many challenges and constraints in the wafer sector. First, China is still dependent on imports for some of its key technologies. For example, in the field of memory wafers, China still relies on the technology of the United States and other countries, and its independent R&D and production capacity are relatively weak. Second, China's innovation capability in the wafer field still needs to be improved. Although China's wafer production capacity has been greatly improved, there are still few high-end wafers that can really occupy the global market, and the basic competitiveness has not yet been formed. In addition, China's plug-in production capacity is too dependent on the OEM model, and lacks the mastery of its own brand and basic technology. Therefore, if China wants to truly walk in the forefront of the global ferrule industry, it also needs to increase R&D investment in the new generation of ferrule technology and improve its independent innovation capabilities.
Personal summary. Overall, the rapid growth of China's wafer production capacity has indeed attracted the attention and concern of the world. China has shown strong strength in expanding mature wafer production processes and has become a force to be reckoned with in the global wafer industry chain. However, China still faces many challenges and constraints to achieve true leadership. The core technology and equipment of China's wafer industry still rely on imports, and its innovation ability and core competitiveness need to be improved. In addition, the competitive landscape of the global wafer industry is constantly changing, and the wafer production capacity of other countries and regions is also huge, and China must continue to strengthen independent innovation and brand building in order to improve its competitiveness in the global wafer market.
Finally, it is believed that with China's continuous efforts and investment in the field of chewing gum, the production capacity and technical strength of China's chewing gum will continue to improve, and China's chewing gum will play a more important role in the world market. At the same time, the competition in the global wafer industry will also become more intense, and all countries should strengthen cooperation to jointly promote the innovation and development of wafer technology, and bring more scientific and technological progress and well-being to human society.
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