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In recent years, the global chip market has been affected by the "rogue and rogue" behavior of the United States, and has undergone tremendous changes. Especially with the continuous escalation of the "core war" between China and the United States, the global chip pattern is experiencing a profound reshuffle. Why do you say that? The point is that under the continuous restrictions of the United States, China's chip self-sufficiency rate continues to rise.
The latest customs data shows that in the first quarter of 2023, China's chip imports fell by 32.1 billion units year-on-year, and demand fell by 23%, hitting a record low. At the same time, chip imports in the first quarter also fell sharply by 26.7% to $28.6 billion. According to the current trend, this year's chip imports are likely to exceed last year's 97 billion, exceeding the 100 billion mark. This is not a myth, but a fact.
In fact, in recent years, the United States has continuously revised chip export regulations and imposed stricter restrictions on China's semiconductor field. This has indeed had a certain impact on China's chip industry, but it has also forced domestic companies to recognize the reality, abandon the previous dependence mentality, have invested in independent research and development, and localized the production of mature chips.
More importantly, at the beginning of this year, the State-owned Assets Supervision and Administration Commission clearly stated that it would increase investment in key semiconductor fields such as integrated circuits and industrial mother machines, promote cooperation between the national team and private science and technology enterprises, and jointly promote the development of China's semiconductor industry, which shows that China has accelerated the process of chip localization.
In the past two years, SMIC, Hua Hong Semiconductor and other domestic chip manufacturers have continuously expanded their production capacity, so that the production capacity of domestic chips has been greatly increased, reaching the level of more than 1 billion chips per day, further improving the replacement capacity of domestic chips.
It is particularly worth mentioning that with the unremitting efforts of domestic enterprises such as Changjiang Storage and Changxin Storage, the technical level in the field of memory chips has reached the international leading level, breaking the monopoly of overseas enterprises such as Samsung and Micron. For Samsung, this is a huge shock. According to Samsung's first-quarter earnings report, its profits plummeted 96%, and the backlog of chip inventory was criticized by domestic media as a "shame".
It should be noted that although the US chip ban has slowed down the development of China's chip field to a certain extent, US chip companies, which mainly export to the Chinese market, have also been hit hard. U.S. chip companies export more than half of the world's chips, and the Chinese market is their largest market. The chip ban has restricted the export of high-end chips to the Chinese market, but China can already produce mature chips independently, and the demand for American chips is no longer urgent, even if the price falls, China no longer buys in large quantities.
All of this was caused by the U.S. chip ban. In the three years since the United States imposed the chip ban, Chinese companies have worked hard to overcome key technologies and made breakthroughs, resulting in a significant increase in the production capacity of domestic chips. It has achieved world-leading breakthroughs in the fields of quantum chips and photonic chips.
In general, although the US chip ban has restricted the development of China's chip field, it has also promoted domestic companies to change the direction of development and accelerate the independent research and development of mature chips. At present, about 90% of the world's chip demand is concentrated on chips with mature processes. In addition, chip restrictions in the United States have also inspired Chinese companies to accelerate the implementation of domestic alternatives to high-end chips. China has begun to gradually reduce its dependence on chips from Western countries such as the United States and is interested in purchasing chips from home.
More importantly, the chip restrictions in the United States have stimulated the determination of Chinese companies to independently develop chips, and the replacement of domestic chips will be further increased in the future. The share lost by U.S. chip companies in the Chinese market will be difficult to regain. All this shows the rise of China's chip industry, so that the world has to re-examine China's position in the global chip market. What is your opinion on this?
As the development of the situation shows, China's chip industry is undergoing a major change, gradually reducing external dependence, strengthening independent research and development and production, and achieving a rapid increase in its own chip production capacity. This trend will have a profound impact on the global chip market landscape.
First of all, China's self-sufficiency rate continues to increase, so that China's status in the global chip market has gradually risen. China has begun to achieve independent production in many fields and no longer rely on imports, which means that China will be better able to cope with external uncertainties and ensure domestic chip supply. This is essential to ensure the country's information security and economic stability.
Second, China's chip industry has achieved technological leadership in some key areas. Especially in the field of memory chips, Chinese companies have broken the monopoly of foreign companies and become one of the leading international suppliers. This is not only conducive to China's competitiveness in the market, but also provides more development opportunities for Chinese enterprises and further consolidates the position of the domestic chip industry.
In addition, the support of the Chinese government has played a key role. The statement of the State-owned Assets Supervision and Administration Commission shows that the Chinese government will continue to increase investment in the semiconductor field, promote the cooperation between the national team and private enterprises, and provide a strong backing for the development of China's chip industry. This policy support will help China's chip industry thrive in a more competitive global market.
Finally, the rise of China's chip industry will have a positive impact on the global chip market structure. It will increase the diversity of the market, reduce the excessive dependence on a few countries or enterprises, and help maintain a level playing field in the global chip market. This has positive implications for the sustainable development and technological innovation of the global technology industry.
In short, China's chip industry is rising rapidly against the backdrop of the US chip ban and has made remarkable achievements. China is no longer a catch-up in the chip market, but has gradually become one of the important forces shaping the global chip market pattern. This trend will continue to deepen and have a profound impact on the global technology industry, and we look forward to more success and breakthroughs in the future development of China's chip industry.
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