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The strength of the semiconductor industry in the United States is very strong, as the origin of semiconductors, whether it is innovative technology research and development, or market revenue, almost all American companies dominate. Relying on the sale of chips, American companies have made crazy money, and during the chip shortage, they have set one revenue record after another.
However, the self-sufficiency rate of China's chips is also strengthening, and last year it has reduced the cancellation of 97 billion chip orders.
U.S. chip orders have been cancelled sharply
According to a report released by Counterpoint Research, a market research organization, Nvidia ranked first in global semiconductor revenue in the third quarter of this year. Due to the explosion of the artificial intelligence industry, it is difficult to provide NVIDIA with a large number of orders for AI chips, and it is difficult to make money.
In second and third place are Intel and Samsung. In the TOP7 list, 5 are American companies, and the rest are Samsung and SK hynix are from South Korea.
In other words, the United States and South Korea earn most of the wealth in the global chip market, but they can't rejoice too soon, because the chip ban in the United States will bring more variables. As long as U.S. technology is used, according to the rules, suppliers cannot ship to certain Chinese companies unless they get a license.
So far, only some suppliers have been licensed, and the scope of supply is limited. The situation of Nvidia is even more prominent, and a number of high-end AI chips are restricted from shipment by the frequent revision of rules in the United States.
The more this is the case, the more determined Chinese enterprises will be to develop their own products and continuously improve the self-sufficiency rate of chips. Last year, China's integrated circuits reduced orders for 97 billion chips, and in the first half of this year, another 516 chip orders were canceled.
On the one hand, the chip ban in the United States, and on the other hand, the improvement of China's chip self-sufficiency rate, I am afraid that more than 100 billion chip orders will be canceled in 2023. Most of these orders come from American suppliers, and it is difficult to say whether so many orders have been cancelled and whether they can deliver a brilliant financial report.
Foreign media: Even the pot is gone
For its own selfishness, in order to maintain its leading position in chips, the United States will sabotage the globalization of chips at will, regardless of what losses American companies will suffer. Although most U.S. companies account for the majority of the market's revenue share, an analysis of their financial reports shows that almost all of them show a plummeting trend.
For example, Intel's revenue in the third quarter was $14.2 billion, down 8% year-on-year. Qualcomm's third-quarter revenue was $8.451 billion, down 23% year-on-year. These are just the tip of the iceberg, and as Chinese companies continue to accelerate the self-development of chips, foreign media said: Even the pot is gone. We all know that Huawei Kirin 9000S has returned, and it has used self-developed chips after many years.
It is expected that during 2024, Qualcomm will lose a large number of Huawei chip orders, and other mobile phone manufacturers will also lose chip orders from other mobile phone manufacturers due to the decline in shipments due to competition.
In the field of PC, the Loongson 3A6000 self-developed by China Enterprise Loongson Zhongke has also achieved a large number of hosts, operating systems, software and hardware terminal product adaptation, and its performance is comparable to that of Intel Core 10th generation processors, which can meet most of the needs in life.
U.S. companies also realize that long-term non-shipment will lead to alternative options in the market, so Nvidia has also accelerated the research and development of special version of the chip, and wants to obtain a U.S. shipping license. But again, the more restrictions there are, the stronger the determination of Chinese enterprises to develop their own products.
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