In recent years, China has been inChipsThe industry has made great progress, becoming the world's largest consumer market and manufacturing base. However, at the technical level andChipsIn terms of self-sufficiency, China has always had a gap with the United States and other developed countries. AmericanSemiconductorsThe enterprise is inChipsDesign and R&D dominate, while China mainly relies on imports andOEM, especially TSMC andSamsungSuch Asian companies.
However, with the United States and ChinaTechnologyThe outbreak of war and the American war against AsiaOEMThe blockade of the enterprise TSMC, China is aware ofChipsThe importance of industrial autonomy and controllability has led to a series of measures to achieve itChipsA breakthrough in the industry. The United States is highChipsThe introduction of the subsidy bill has stimulated China's fighting spirit, and China is determined to speed upChipsBreakthrough in the manufacturing process and realizationChipsof self-sufficiency.
Chinese chipsThe number of factories has increased rapidly, and according to the latest data, there are already 44 in Chinese mainlandFabs, and 37 more are under construction or planned for constructionFabs, of which production is scheduled to start in 2024FabsThere are 18 of them. theseFabsThe construction and commissioning of the project will significantly enhance China'sChipsSelf-sufficiency and capacity. According to **, by 2027, Chinese mainland will matureChipsThe production capacity will account for 39%, and its market share will also rank first in the world.
ChineseChipsThe industry is moving forward at an astonishing pace, not only with breakthroughs in the process, but also with maturityChipsSignificant progress has been made in self-sufficiency. HuaweiKirin9000sMass productionand 5nmMobile phone chipsThe launch of the company indicates that China has been able to use non-American technology to achieve advanced manufacturing processes. According to a CCTV report, byHuawei5nm designed by HiSilicon and produced by Chinese mainland enterprisesMobile phone chipsIt is expected to be introduced to the market this year and is expected to be used as soon as possibleHuaweiMate70 series models. This indicatesChinese chipsThe speed of the industry's upward breakthrough is far faster than expected.
China** has developed a plan aimed at improvingChipsThe policy of self-sufficiency, which provides for the precedent by 2025ChipsThe self-sufficiency rate was increased to the target of 70%. To achieve this goal,SMICInvestments170 billion yuan, in Beijing, Tianjin,Shenzhenand Shanghai respectively built 4 buildingsWafersfactory, for 12 inchesWafersproduction. These initiatives will greatly facilitate China'sSemiconductor industrydevelop, and promoteChipsThe industry is moving towards self-sufficiency.
Challenges remain. So farChinese chipsCompared with the giant companies in the United States, there are still bottlenecks in technology and innovation. Chinese chipsEnterprises need to increase R&D investment, cultivate more talents, strengthen innovation capabilities, and improve the level of independent innovation capabilities and core technologies. At the same time, it is also necessary to strengthen cooperation with international scientific research institutions and enterprises, absorb international advanced technology and experience, and promoteChipsThe rapid development of the industry.
18 in ChinaChipsThe emergence of the factory surprised the United States. The United States has willSemiconductorsProduction was placed in Asia to achieve cost-effectiveness and large-scale production, but it was not thought ofChinese chipsThe factory can rise rapidly. This makes the United States inChipsThere is too much dependence on Asia in terms of industryOEMbusinesses, especially TSMC andSamsung, which leads to the fragility and security risks of the ** chain.
In order to prevent TSMC and other AsianOEMCompanies turned to Chinese mainland, and the United States launched a whopping $52.7 billionChipsSubsidy Act to attract these businesses to build factories in the United States. However, the Chinese oneChipsThe rapid rise of factories has made such initiatives relatively ineffective. China has not only accelerated its process breakthroughs, but has also made capacity building and self-sufficiency a priority for development, thus effectively addressing the challenges of the United States.
China's ** policy support andInvestments, forChipsThe development of the industry has provided a strong driving force. SMICInvestments170 billion yuan, planned in Beijing, Tianjin,Shenzhenand Shanghai Construction 4WafersFactory. With theseFabsThe production of ChinaChipsThe self-sufficiency rate will increase dramatically and further promote its maturityChipsCompetitiveness in terms of production capacity. It is expected that by 2024, Chinese mainlandWafersThe proportion of production capacity will reach 29%, and it will reach 39% in 2027, becoming the most competitive in the worldChipsOne of the industries.
Chinese chipsThe rapid development of the industry will have a global impactSemiconductorsThe market has a significant impact. Once the Chinese oneChipsOvercapacity,** Battleoutbreak, then the United States does not have a cost advantageSemiconductorsBusinesses will be the first to be hit. As China further increases its self-sufficiency capacity, importsChipswill be driven out of the market, which will be for the United States and other developed countriesSemiconductorsBusinesses pose a huge existential threat.
Chinese chipsThe rise of the factory has not only affected the worldSemiconductor industryThe pattern has also brought important opportunities for the development of China's local enterprises. ChineseFabsThe construction scale is large, the operating cost is low, and it is backed by the world's largestSemiconductorsThe demand market has the advantage of scale and market. This provides more for local Chinese companiesOEMSelection and resource support, facilitatedChinese chipsThe rapid development of the industry.
ChineseChipsThe industry is realizing fromOEMThe shift to independent design and innovation. HuaweiKirin9000sMass productionand 5nmMobile phone chipsThe launch of yesChinese chipsThe company's technological breakthrough also markedChinese chipsThe industry is developing in the direction of independence and control. With Chinese companies inChipsDesign, R&D and process improvementsChinese chipsThe international competitiveness of the brand will be further enhanced.
However,Chinese chipsIndustrial development is still facing challenges and risks. Technological innovation and independent R&D remainChinese chipsDue to the shortcomings of the industry, Chinese enterprises need to increase investment in innovation, attract more R&D talents, and improve their independent innovation capabilities and core technology levels. In addition, globalSemiconductorsThe market is highly competitiveChinese chipsEnterprises need to strengthen cooperation with international enterprises to enhance their competitiveness in the international market.
In summary,Chinese chipsThe rise of the factory became globalSemiconductor industryAn important change in the landscape. China has a tradition led by Japan, South Korea, and the United StatesSemiconductorsThe powerful countries pose serious competitors. China** has introduced a series of policies to support and promoteChipsThe development of the industry, including constructionFabs, improveChipsself-sufficiency, strengthening technological innovation, etc. ChineseChipsfactories have sprung up to improve their competitiveness and to the worldSemiconductorsThe market has had a significant impact.
However,Chinese chipsThe industry continues to face technological challenges and international competitive pressures. Chinese enterprises need to strengthen their independent innovation capabilities and improve their technological level and core competitiveness. At the same time, globalSemiconductorsThe market is highly competitiveChinese chipsEnterprises need to establish cooperative relationships with international companies to increase their international market share.
In general, ChineseChipsThe momentum of industrial development is strong, and important breakthroughs have been made in some fields. However, realizationChipsThe independent and controllable industry still requires continuous efforts and investment. China** and enterprises should be increasedInvestmentsand support the strength to promoteChipsThe rapid development of the industry has enhanced its international competitiveness.