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Focusing on the distribution of orders for 100 billion 7nm automotive chips, let's take a look at the competitive situation between TSMC and SMIC. Semiconductor chips have always been the core of modern science and technology, from smartphones to computers, to automobiles and other technology products, all rely on the support of chip technology. In recent years, with the vigorous development of the consumer electronics market, chip giants in the United States such as Qualcomm, Intel and AMD have been occupying a dominant position in the global market, which is worthy of being a giant in this field.
However, recent market trends suggest that things are changing. The saturation of the consumer electronics market has increased, and sales of smartphones and computers have declined, resulting in reduced demand for chips below 7nm. In this case, some US chipmakers even have an inventory backlog, and in order to cope with this problem, some manufacturers have begun to reduce orders to TSMC. Despite this, TSMC found new opportunities and quickly secured a large number of orders in the field of 7nm automotive chips, in stark contrast to SMIC's inability to make a breakthrough in this field. So, how did TSMC quickly gain the favor of automakers?
Although the consumer electronics market has weakened, the new energy vehicle market has shown explosive growth. The emergence of various new energy vehicle brands has made this market more and more competitive, showing the development trend of the smartphone market in those years. As smartphone chip sales declined, the automotive industry began to emerge as a new engine for chip sales. It is expected that by 2030, the domestic demand for automotive chips will reach 100 billion, which is a huge market.
In order to gain a larger share in the competitive market, many automakers are constantly improving the intelligence level of new energy vehicles, so higher requirements are put forward for automotive chip performance. Chips with processes above 28nm can only meet the needs of RF, Bluetooth, communications, etc., but the new market demand such as automatic driving and vehicle-machine interconnection is obviously not enough to meet. As a result, more and more manufacturers are beginning to adopt chips below 7nm, which has also led to a sharp increase in demand for such chips.
TSMC has always been the market leader in chips below 7nm, while SMIC mainly produces mature process chips above 28nm. In the face of new demand in the automotive market, TSMC seized market share and obtained a large number of orders for 7nm automotive chips, while SMIC was unable to produce chips below 7nm due to the lack of advanced EUV lithography machines, so that it had no gains in this field.
At present, the demand for automotive chips below 7nm continues to grow, making TSMC the biggest beneficiary of the market. Almost all orders from Tesla, Volkswagen, Toyota, General Motors and other automobile manufacturing giants are undertaken by TSMC, making it dominant in the advanced chip market below 7nm. For domestic semiconductor companies such as SMIC, if they want to get out of the predicament, they must accelerate the pace of independent research and development. How is this situation perceived?
In summary, the semiconductor chip market is undergoing profound changes. With its dominant position in the field of chips below 7nm, TSMC has successfully obtained a large number of automotive chip orders, while SMIC is facing the dual challenges of technical bottleneck and market competition. Today, the semiconductor industry is facing new opportunities and challenges, and whoever can quickly adapt to market changes will be able to remain invincible in this fiercely competitive field.
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