"China will build 18 chip factories this year, and Biden did not expect to affect global friends"！
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The U.S. sells half of the world's high-end chips, which are mainly manufactured by U.S. companies. Qualcomm's Snapdragon, Apple's A-series, Intel's Core, and Nvidia's AI chips.
Even so, the demand for mature wafers is considerable, and China has been working on it. Perhaps Biden doesn't think China will build 18 chip factories this year. United States**: The world's friends are about to take a hit.
Requirements for mature wafers.
China has a huge market for consumer electronics such as smartphones, tablets, and TVs, which have high performance requirements.
And most of the chips used in these products are imported from abroad, especially smartphones, only Huawei has its own Kirin chips, and the rest are purchased from abroad.
Every time Qualcomm launches a Snapdragon chip, major mobile phone manufacturers strive to take the lead in the new generation of Snapdragon chips, which is also a reflection of the strength of the United States in the field of high-end chips. However, we can't ignore these mature chips, because this market is more promising than the high-end chip market.
Mature wafers are widely used in household appliances, office equipment, automotive electronics, industrial control systems and other fields. The demand in these two fields is huge and relatively stable, so the market prospect of mature chips is relatively broad.
In addition, because mature chips are used, they generally have a long lifespan, so they are not too fast to be replaced. This means that the demand for mature chips is more stable to ensure continued demand in the market.
This market demand will allow more domestic companies to participate, have their own production technology, and improve production capacity, rather than selling their own products like foreign ** businessmen.
China's production of high-quality biscuits has increased.
China has set itself the goal of achieving a 70% localization rate of chips by 2025. According to SEMI's World Fab Report, Chinese semiconductor companies have a monthly production capacity of 7.6 million wafers, up 12% from the same period last year.
Eighteen chip factories will be completed this year, and output will increase by 13% year-on-year to 8.6 million pieces per month. By 2027, China will be the world's largest producer of semiconductors, with a 39% share.
This means that China is able to produce completely independently, while also being able to develop with other countries in the field of semiconductors**.
Biden probably didn't expect that U.S. export controls on high-end equipment would bring so much technological progress to China. The United States has lamented that China's advanced chip capabilities will affect global partners in China and imported products, and their business strategies will also change.
In China, as long as a solid foundation is laid in the mature chip market, future development will be easier.
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