Since the birth of Huawei Kirin core, Huawei has begun to rise rapidly in the mobile phone market and chip market, and at its peak, Huawei and "pro-son" Glory directly occupied about 56% of the domestic market, which once overwhelmed Apple and had to reduce its production capacity at Foxconn, and even the chip giant Qualcomm was beaten, and its market share plummeted from 65% to 30%. Especially when Huawei took the lead in announcing 5G for half a year, Qualcomm was completely left behind, which can be described as miserable!
Huawei has gone from "no cores available" to a strong comeback
However, Huawei's strong rise not only touched the core interests of American companies, but also broke the monopoly position of American companies in the communications industry, so it was not long before it encountered sanctions. First the entity list and then the chip rules, coupled with the "Quadripartite Alliance" and the tripartite agreement, these series of sanctions directly caused Huawei's vitality to be greatly damaged, and even fell into the dilemma of no core for three years. But even so, Huawei did not give up and compromise, but started the "Nanniwan Plan" under the leadership of Mr. Ren Zhengfei and embarked on a 100% self-developed road!
Thanks to its unremitting and vigorous investment in R&D and indomitable spirit, Huawei has made a strong comeback with Kirin core in just three years, and has successfully achieved a "breakthrough" under layers of blockade! It is reported that the Kirin chip is produced in China, which means that we already have the ability to manufacture high-end chips. In fact, not only Huawei, since the chip rules have been revised, many Chinese companies have embarked on the road of self-development, and they are constantly reducing the number of imported chips every year, in order to get rid of the dependence on American chip companies as soon as possible!
Chinese companies continue to "reduce imported chips, and the self-sufficiency rate continues to rise."
According to relevant data, from 2022 to 2023, we have reduced about 158 billion imported chips, almost all of which have been replaced by domestic chips, and in 2023, our chip self-sufficiency rate has reached 23.3%, although there is still a distance from the goal of 70% chip localization, but as long as it continues to develop at this speed, it will inevitably rise strongly!
What's even more exciting is that in the first two months of 2024, the export volume of domestic chips has reached 39.41 billion, a year-on-year increase of 6.3%, and the total export value has reached 160.71 billion yuan, a year-on-year increase of 28.6%. The rapid rise in the export volume of domestic chips not only means that the competitiveness of domestic chip enterprises is constantly increasing, but also indicates that the domestic chip industry chain is gradually maturing!
SMIC suddenly announced that the rise of "China Chip" is unstoppable
Although in terms of the current situation, whether it is the research and development of advanced process chips or the manufacturing of advanced chips, Intel, Nvidia and other American companies still occupy a huge advantage, and can also play a leading role in coercing and inducing TSMC, Samsung and ASML to cut off and restrict our supply. But in recent years, we have also made full efforts in the field of chips and lithography machines.
What's even more exciting is that as a chip manufacturer in the mainland, SMIC has not only invested 170 billion yuan in recent years to establish 4 wafer factories in Beijing, Shanghai, Tianjin and Shenzhen, ready to attack the mature process market, not long ago SMIC also suddenly announced a news, that is, a major breakthrough has been made in the N+1 process, and the current monthly production capacity has exceeded 170 million chips. In addition, Harbin Institute of Technology, Shanghai Microelectronics and the Chinese Academy of Sciences have also made breakthroughs in the field of optical technology, not only mastering the three core technologies of EUV lithography machine, but also reducing the error of the double-table manufacturing process to 2nm, which can be said to have laid a solid foundation for the future manufacturing of high-end lithography machines!
You must know that in the first two months of this year, we purchased 32 lithography machines from ASML, which is enough to show that the domestic chip market has been fully developed, and the demand for lithography machines is also increasing. Once we achieve a breakthrough in the field of low-end lithography machines, we will no longer have to rely on ASML imports, and China will be able to achieve self-sufficiency in mature processes above 14nm.
A few decades ago, our science and technology was still in its infancy, and in particular, in the field of cutting-edge science and technology, we have always relied on imports, and many foreign enterprises have been making our money while ridiculing us in various ways, which can be described as shocking. Now, with the continuous rise of our science and technology, the United States has enlisted its allies to blockade us in an attempt to limit the development of our chips!
But what the United States didn't expect was that it was this series of suppression and blockade that enabled Huawei and other Chinese companies to achieve rapid breakthroughs and breakthroughs, and also made us realize the importance of independent research and development!