"China plans to build 18 chip factories, and global friends may be affected! "！
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The United States occupies more than half of the world's high-tech products, and there are American companies in all high-end chip fields. Qualcomm's Snapdragon, Apple's A-series, Intel's Core, and Nvidia's AI chips, all of them.
However, there is still a considerable demand for known chips in China, and it has been working on it. Perhaps Biden did not expect that China would build 18 chip factories this year. US**: World partners will be impacted.
A perfect chip is required.
China's consumer base is huge, and consumer electronic devices, such as smartphones, tablets, TVs, etc., all have high performance requirements.
Moreover, most of the chips used in these devices need to be purchased from abroad, especially in terms of smart phones, only Huawei has its own Kirin chips, and the others are purchased from abroad, a huge market, which has brought huge profits to Qualcomm.
Every time Qualcomm launches Snapdragon, major mobile phone manufacturers will seize the first-mover advantage and focus on Snapdragon, which shows how much the United States has control over high-end processors. However, we cannot ignore the requirements for mature integrated circuits, because its potential far exceeds that of high-end integrated circuits.
At present, it is a mature integrated circuit that has been widely adopted, such as household appliances, office equipment, automotive electronics, industrial control, etc. Due to the large demand of the above-mentioned industries and relatively stable, mature chips have a large market space.
In addition, due to the use of advanced integrated circuits, their life is generally relatively long, so the upgrade speed is not fast. This means that the demand for mature chips is relatively stable, which can help maintain continuous market demand.
In such a situation, domestic producers will also join in, have their own production processes, and increase their own production, rather than being bullied like foreign companies.
The production of developed wafers in China has risen sharply.
China has proposed to achieve 70% of chip imports by 2025, how many chips does China produce now? According to the World Fab Report** released by SEMI, China's chipmakers produced 7,600,000 chips per month, an increase of 12% over the same period last year.
The 18 wafer fabs are expected to be completed this year, increasing production by 13% year-on-year to 8,600,000 wafers per month. Most of them will be applied to processes of 28 nanometers and above, and Chinese mainland's integrated circuit production is expected to reach 39% by 2027, ranking first in the world.
In other words, China can completely produce independently, and it can also generate a lot of profits through semiconductor products from other countries.
Biden probably wouldn't have expected that because of the United States' control of high-end equipment, China has made great progress in maturing technology. The United States lamented: whether it is to China or from abroad to its export partners, will be affected by China's growing advanced chip capabilities, and their strategy will also change.
And for China, only by laying a solid foundation in its own chip market can it move forward faster.
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