The memory chip market has been in the market for 3 consecutive months**, is China starting to harvest?
As we all know, China is the world's largest chip market. Data shows that the Chinese market accounts for one-third of the world's chip production, ranking first in the world.
China is the world's largest electronics manufacturing base and consumes 75% of the world's chips, which means that 75% of the world's chips are produced in China and then sold around the world.
Because of this, none of the world's leading chipmakers can afford to abandon the Chinese market, otherwise they will lose one-third or even more than 75% of their market share.
It's no secret that the volatility of the Chinese market will also affect the world's chips, and the world's chip manufacturers are trying to cannibalize the Chinese market - who made the Chinese market so big?
After a year of decline, the price of memory chips began to rise and in the Chinese market"Pick up the leeks"。
*Some time ago, it was reported that dram memory used in smartphones, PCs, and data centers has been used for three consecutive months** as Chinese customers accept price increases from memory manufacturers.
The index is more than 20% higher than it was three months ago** and is expected to continue to rise next month, rising by more than 50%.
What will be the impact on the Chinese market? In 2023, China will import chips worth about 350 billion yuan, of which a quarter will be memory chips, about 90 billion yuan, or about 650 billion yuan.
If this proportion is 50%, it is 330 billion yuan, and the greater the increase, the more memory chips will be imported from China, which will reach 330 billion yuan by 2023.
What do you think? If you want to prevent foreign brands from rising prices, the only way is to increase domestic memory chips, expand production capacity, expand the market, and improve the technical level, so that foreign brands dare not raise prices.
However, the domestic memory market is only about six percent, that is to say, most of the memory chips we need are imported, so foreign memory chips dare to raise prices, and occupying the Chinese market is to raise prices.