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Before Huawei was suppressed by the United States, perhaps many domestic companies did not really realize that we had become so deeply dependent on American chips. Taking the smartphone industry as an example, in addition to Huawei, other domestic mobile phone manufacturers are also using a large number of American chips, especially Qualcomm has an absolute say in the mobile SoC market. There is no need to imagine too much, once Qualcomm chooses to interrupt the supply to domestic mobile phone manufacturers, the domestic mobile phone industry is very likely to suffer disaster.
However, thankfully, with the adjustment of chip export rules in the United States, domestic technology companies have finally begun to have a sense of crisis, gradually reducing their dependence on American chips and increasing support for the domestic chip industry. This shift has brought significant progress in the domestic chip field. According to the data, the daily output of domestic chips has exceeded the 1 billion mark. At the same time, there are more and more production locations for domestic chips, which makes the price of chips gradually reasonable. The increase in domestic chip production not only meets the needs of the domestic market, but also realizes foreign exports.
According to data from January to September 2022, the cumulative production of domestic chips reached 190 billion, while the number of imported chips decreased by 61 billion. In contrast, American chip companies have encountered an embarrassing situation. Qualcomm, AMD, Micron and other semiconductor companies have suffered heavy losses, with cumulative losses as high as $30 billion. If you take into account the significant reduction in market capitalization, the losses even reach hundreds of billions of dollars. Foreign media have also published articles pointing out that American chips are facing the danger of being gradually "eliminated" by the Chinese market.
Recalling that when Huawei suffered a supply cut, military commentator Zhang Zhaozhong predicted that if the United States stopped selling chips to us, within three years, China's streets would be filled with self-produced chips. Although this statement seems exaggerated, it does not seem to be unfounded from the actual situation. Today, a series of exciting news has recently come from the field of domestic chips.
The first is the good news about chip manufacturing technology. Tongfu Microelectronics has successfully broken through the bottleneck of the 5nm process, which means that they can mass-produce chips with advanced processes without EUV lithography machines. In people's impression, chip manufacturing seems to be always associated with EUV lithography machines. However, EUV lithography machine technology is quite complex, and its supply chain also involves a global scope, and it is difficult for mainland China to independently develop this technology. Therefore, domestic chip manufacturers have chosen a "detour" road to break through manufacturing problems through core technology and photonic chips, which is undoubtedly a wise choice.
The second is the breakthrough made by domestic enterprises in the field of RISC-V architecture. ARM announced that chips using its architecture must be packaged with GPU, ISP and NPU technology, otherwise it will not be able to use the ARM architecture. ARM is so determined because of its dominance in the chip architecture market. However, thanks to the foresight of Academician Ni Guangnan, domestic technology companies have already begun to deploy in the RISC-V field, so that even in the face of ARM's tough attitude, domestic companies are relatively less affected, but some American technology companies have to make adjustments.
The last good news is that China has begun to build the first "multi-material, multi-size" photonic chip production line. Compared with traditional silicon chips, photonic chips have the characteristics of low cost, fast transmission speed and excellent performance. In addition, the dependence on EUV lithography machines in the photonic chip manufacturing process is relatively small. In the field of photonic chips, the domestic chip manufacturing industry has accelerated its layout, which means that it is accelerating to get rid of dependence on American chips in an all-round way.
All put in all, China has imported hundreds of billions of dollars a year in chips for decades, yet U.S. companies don't seem to be grateful for that. Therefore, Chinese technology companies should abandon unrealistic illusions and firmly embark on the road of independent innovation. As reality shows, we can only rely on ourselves and not hope for others. In my opinion, China's science and technology industry is rising rapidly, and through independent research and development and cooperation, we will gradually realize the control of core technologies and move towards the goal of becoming a strong country in science and technology.
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