"Biden was caught off guard, China's new 18 chip factories may affect the global industrial pattern! "！
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Worldwide, the United States accounts for more than half of high-end chip sales; But in the field of high-end semiconductors, you can basically see the shadow of American companies. For example, Qualcomm's Snapdragon, Apple's A-series, Intel's Core, and the now popular Nvidia's advanced AI processors.
However, there is also a high demand for high-end integrated circuits, and China will continue to move forward in this regard. Perhaps Biden did not expect China to build 18 chip factories this year. Beauty**: Friends around the world will suffer.
**Chip required.
There are many consumers in China, and they have a very large demand for consumer electronic devices such as smartphones, tablets, and televisions, and the number of chips required for their operation is also very large.
The chips used in this kind of equipment are basically dependent on foreign countries, especially in terms of smart phones, only a Kirin developed by Huawei itself is domestically produced, and the others are purchased from abroad, and the huge market demand is enough for Qualcomm to reap the benefits of fishermen.
Whenever Qualcomm launches its latest Snapdragon processor, major manufacturers rush to launch their latest Snapdragon processor and list it as its most popular model. From this we can see the great strength of the United States in this area. Still, we can't ignore the need for mature chips, as it represents a much broader and more promising market.
In many fields such as home appliances, office equipment, automotive electronics, and industrial control, a large number of chips are integrated on the chip. The demand in the above-mentioned industries is large and relatively stable, so the market for chips is also relatively large.
In addition, high-grade chips are generally used for long-term use, and are not replaced as often as high-end chips. This shows that the demand for high-end chips is relatively stable, which helps maintain the market demand.
This huge market demand will allow more local enterprises to join in, allowing them to have independent intellectual property rights while expanding their own production capacity.
China's adult silicon chip production is developing rapidly.
China has formulated a 70% chip localization plan by 2025, what is China's current chip production capacity? According to the "World Fab Factory** Report" released by SEMI, China's chip manufacturers will produce 7.6 million chips per month in 2023, an increase of 12% over the same period last year.
It is estimated that 18 fabs will be completed this year, with output increasing by 13% year-on-year to 8.6 million wafers per month. Most of them will be applied to high-end chips with 28 nm or higher processes, and Chinese mainland is expected to become the world's number one advanced chip manufacturer by 2027.
In other words, China has been able to achieve complete self-sufficiency in the production of chips, and has also been able to shift from "import" to "export", forming a "first-class surplus" with the semiconductor industry in some countries.
He believes that Biden did not expect that the US export controls on high-end equipment would bring such great progress to China. The United States lamented that partners all over the world will be affected, whether it is Chinese or foreign, due to the improvement of China's high-end chip production strength, their operational strategies will also change.
For high-end chips, it is of course the top priority, but a journey of a thousand miles begins with a single step, and China has laid a solid foundation in the field of chips that has been developed, so as to move forward faster.
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