The chip industry in 2023 is changing, and some American companies can't sit still! The arrogance and willfulness they take for granted have turned to their own guns.
Although the chip is small, it is essential
Over the years, the United States has been stumbling blocks against China in various scientific and technological fields, such as chips, which are extremely important components for computers, but due to the lack of independent research and development technology, we have been subject to others for a long time.
Today's chip application range is extremely extensive, love military friends talk about a variety of advanced weapons and equipment to be as treasured, in the context of information modernization, weapons and equipment in the science and technology content is getting higher and higher, such as modern artillery, stealth aircraft, these products in the chip-based research and development expenses account for more than 50% of the whole, and more advanced military command systems and control systems almost all rely on the blessing of chips.
In the civil field, it can be said that modern people's home chips are indispensable, smart phones, TV computers, transportation information products are also supported by chips.
If the manufacturing capacity of various products tests industrial capabilities, then the ability to produce excellent chips can show that the country's scientific and technological development has truly entered the road.
However, no matter how advanced and sophisticated the chip is, it can only generate value if it enters the market as a commodity, and these chip companies have the motivation to continue production and research and development, so that the chip is updated and iterated.
The death of domestic chips
At present, the leader in the field of chip research and development is undoubtedly the "American-American" on the other side of the ocean, in this industry, Americans can be said to ride the dust, integrated circuits, transistors, etc. are invented by Americans.
In the continuous iterative development, the United States has original patents, once made most countries in the world can only use their products, chip industry most famous American "Qualcomm" production of mobile phone chips, basically mainland major mobile phone manufacturers are using, chip field the United States has a monopoly.
In contrast, mainland chip research and development started late, for a long time, we can only rely on spending money to import a large number of chips from the United States, and those chip manufacturers are also making a lot of money in the domestic market, we pay, the other party produces chips, you and I are willing to trade seems to be a win-win situation.
However, contrary to expectations, in recent years, as China's development has become faster and faster, Americans have felt deeply uneasy, encircling and blocking the mainland in various fields, trying to undermine the market law, so that many mainland enterprises have fallen into a situation where chips are not available.
Through export controls, blacklists and other sanctions, China's previous access to high-end chips and advanced equipment has been completely cut off by the United States, and important chips urgently needed in mainland electronics, artificial intelligence and new energy vehicles and other industries cannot be obtained, and Chinese companies have to face a situation of production cuts and supply stoppages, which also makes us gradually lose our right to speak in the chip semiconductor market.
To a certain extent, the US chip sanctions have indeed hit the mainland chip industry very hard, but it is also in this context that we have made up our minds and are determined to embark on the road of independent chip research and development, and have not stopped moving forward in recent years.
At the same time, of course, there are consistent US chip sanctions.
Catching up, domestic chips are rising
In 2023, the chip game between China and the United States has entered a white-hot stage, and the US chip alliance has repeated its old skills, intending to establish a chip bill to regulate the mainland on chips, but this time, without waiting for the Americans to end, the mainland took the initiative to propose: "We don't want American chips."
According to statistics, the number of mainland imports in the first quarter of 2023 was 108.2 billion, a full 32.1 billion less than in the same quarter of 2022.
Prior to this, the mainland consumed the world's largest number of chips, occupying more than 60% of the market share, and most of the revenue and profits of giants such as Intel and AMD in the United States came from China.
And this sudden transformation in China caught these giants off guard, and they were anxious because of the inventory backlog, without China, the largest market, chips that once opened 200 yuan are now 90% lower in price.
Is China so tough this time that it wants to tear its face with the United States? If it is not imported from the United States, then where do the chips we use come from?
Excluding the fluctuations in the chip industry and the reduction of domestic demand due to the impact of the epidemic in the past two years, if we pay attention to the news in the domestic chip field, we will see an exciting answer.
In June 2022, Loongson Zhongke announced that the 3A6000 chip completely independently developed by Loongson has been officially produced and is expected to be released in the first half of this year, this chip is produced using a 12nm process, all technical structures are 100% domestic, without any projects subject to the United States.
If Loongson's chip can successfully enter the market, it will mean that the mainland has completely got rid of its dependence on the United States in the chip field.
Coincidentally, Ali's RISC-V chip performance in the market in the past two years is also very dazzling, according to Ali's data, last year's domestic RISC-V chip shipments accounted for half of the global RISC-V chip shipments.
At present, Ali has launched a total of 8 RISC-V chips independently developed, which will play a role in artificial intelligence, Internet of Things and computer information.
Like many Chinese companies, Huawei, which has also suffered from US sanctions, has increased its investment in the chip field in the past decade, and for chips, Huawei has invested 845 billion yuan, and in 2021, Huawei's R&D expenses continued to jump in the world rankings, and finally achieved the second place.
Perhaps it was the unscrupulous suppression and sanctions imposed by the United States on Chinese companies in the early stage, which made many Chinese companies realize the importance of mastering self-developed chip technology and continuously increased capital and technology investment in chip research and development.
Similarly, with the strong support of the state, many companies have been seeking to increase production capacity, such as memory chips, which once accounted for 30% of imports, but now companies such as Changjiang Storage and Changxin Storage with research and development technology can already be on an equal footing with those foreign counterparts, and because of this, we do not have to increase the price to buy memory sticks that should not be so expensive.
Despite a difficult time, like other industries, domestic production has always been moving forward step by step, with the breakthrough of mainland semiconductor companies, the production capacity of domestic chips is gradually increasing, and it seems that it is no longer enough to achieve a small goal.
Now American companies are in a hurry, but hope they wait, wait until our chips can fully fill the domestic market, then it is not too late.
Author: Unconscious Fragments Proofreading: Kawagawa
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