China is a big manufacturing country, but still lacks core technology products, chips are one of the most lacking products, before the data released by the General Administration of Customs reflects this well, China is still highly dependent on imports in the integrated circuit.
The data shows that in 2021, the mainland's import volume of integrated circuits was 635.481 billion yuan, an increase of 16.9% year-on-year, and the import amount reached 2793.48 billion yuan, an increase of 25.6% year-on-year, both in terms of quantity and amount, which hit a record high.
The reason why 2021 will hit a new high, there are many reasons, the global market is one of the big lack of core, the lack of core led to many domestic manufacturers began to hoard goods, before may only hoard for a quarter, but due to the fear of lack of core problems, some manufacturers directly hoarded goods for a year.
Among them, the most affected is the automotive industry, due to the surge in shipments of new energy vehicles in 2021, directly driving the demand for vehicle-grade chips to increase significantly, and the lack of chips once affected the production capacity of new energy vehicles.
The reason for this problem is because in the previous stage, the mainland was a manufacturing power, not a manufacturing power, and further efforts were needed on the road of chip localization.
Fortunately, our country has attached great importance to the semiconductor industry, according to reports, in 2021, the total investment of domestic semiconductor companies in the production line will reach 190 billion yuan, and the number of domestic chip design companies has reached 2810 by the end of 2021.
So in the past year, we have witnessed the rise of the domestic semiconductor industry, such as SMIC achieving revenue of $5.443 billion in 2021, an increase of 39.3% year-on-year, and net profit attributable to shareholders of listed companies of $1.702 billion, an increase of 137.8% year-on-year.
In the field of chip design, enterprises represented by Ali Pingtou Brother and Tsinghua Unigroup Exhibition Rui Baidu Kunlun have a certain market share of self-developed chips launched in their respective segments, and some domestically produced alternatives have been realized.
In addition to the chip design companies mentioned above, some representative companies in the manufacturing industry are also increasing investment in related fields, such as the mobile phone companies we are familiar with, such as Xiaomi, OPPO, Vivo and other companies, which have launched self-developed chips in 2021.
Home appliance companies are also not willing to show weakness, Midea company, as a giant in the field of domestic home appliances, established Shanghai Meiren Semiconductor Company in 2018, and the company's self-developed chips have begun mass production in 2021.
A few days ago, the official of the United States has announced that the production of MCU chips in 2021 has reached 10 million, and before the United States also made an estimate, the output of self-developed American chips will reach 80 million in 2022.
Although midea has only mass-produced MCU control chips for the time being, there is a serious shortage of this lightweight digital computing chip in 2021, and the successful mass production of the United States has alleviated the shortage of chips to a certain extent.
With the production capacity in 2022 doubling several times, it means that the process of chip localization will accelerate again, not only that, Midea also clearly stated that it will enter the power, power, IoT and other related fields in the future, and will lay out automotive chips.
In addition to the home appliance industry, there is a particular shortage of high-end MCU chips used in automobiles, and the domestic MCU control chip companies are the weakest, of which the self-sufficiency rate of automotive chips is less than 5%, so domestic enterprises are urgently needed to do research and development of related chips.
Fortunately, midea has seen a new dawn for the localization of automotive chips, and Midea said that it will achieve mass production of automotive chips in 2024.
This means that from 2024, the automotive chips we need in China can be purchased from Midea companies, and the import volume of automotive chips will also be greatly reduced.
Although in the short term, we are still lagging behind Europe and the United States in the semiconductor field, but the author believes that in the future, we will be able to firmly hold the lifeblood of chips in our hands. What do you think about this, welcome to comment, like, share.