Preface
At present, with the continuous development of the global semiconductor industry, the chip industry has become one of the focus areas of competition for development in various countries. Especially in the case of the rupture of the global chip industry chain, in order to realize the localization of chips as soon as possible, countries have increased their investment in the chip industry, trying to seek their own breakthroughs in the global chip industry.
Recently, a report by a research institute in South Korea was released, directly indicating that Chinese mainland will become the world's largest chip producer in the future, which undoubtedly once again ignited the controversy of the entire chip industry. So, what kind of strength and advantages does Chinese mainland have in the development of the chip industry? And what challenges and obstacles need to be overcome in order to become the leader of the global chip industry?
1. The global chip industry is developing vigorously
It is undeniable that the global semiconductor industry is currently in a golden age of vigorous development. Driven by the application of technologies such as 5G, artificial intelligence, and the Internet of Things, the demand for various intelligent terminal devices continues to rise, which also provides a great boost for the rapid expansion of the entire chip market.
Driven by this frenzy, the global chip market demand has also risen rapidly, forming a strong market driving force. According to data from market analysts, the overall size of the global chip market has reached $430 billion in 2021, and in the short term in the future, the size of the chip market will continue to grow at an annual rate of 8%.
It is in this market context that more and more countries have begun to realize the strategic importance of the chip industry and have increased their support for the chip industry. Whether it is the United States, Japan, South Korea, or Chinese mainland, they all hope that through their own efforts, they can find their own suitable positioning in the global chip industry chain and realize the localization development of the chip industry.
Supporting local chip companies, and through the support of technological innovation and industrial policies, it is expected to become the leader of the global chip industry in the future. It can be said that in this special historical period, countries around the world have begun a fierce chip industry war. Whether it is the design and development of chips, or the foundry manufacturing of chips, every link in each subdivision is condensed with the hard work and wisdom of various countries.
Second, countries around the world have increased investment in the chip industry
In the face of the previous sanctions imposed by the United States on Huawei and other Chinese mainland enterprises, Chinese mainland has fully realized the strategic importance of the chip industry. In the global chip market, especially in some high-end and cutting-edge chip markets, Chinese mainland still has a large import dependence.
Once it encounters international political challenges, it is very likely that there will be a risk of supply chain fragmentation, which will bring great hidden dangers to the country's economic development and national security. Therefore, in order to realize the localization of chips as soon as possible, the Chinese mainland government has successively launched a series of incentive policies, trying to cultivate a group of internationally competitive chip companies on its own land.
In this process, Chinese mainland has also begun to clarify its own chip industry development path, by breaking through advanced chips, expanding mature chip production capacity, and promoting the complete development of the chip industry chain, trying to achieve the replacement of domestic chips and improve the independent and controllable ability of the entire industry chain.
In the face of the rapid rise of Chinese mainland's chip industry, the United States began to increase the technological blockade of Chinese mainland's chip industry, trying to prevent Chinese mainland's development in the chip industry, prevent Chinese mainland's technological rise, and challenge the United States' hegemony in the global chip industry.
In order to prevent the technological blockade of the United States and the risk of the United States cutting off the chip supply chain, more and more countries have begun to realize the vulnerability of the global chip industry chain and have also increased investment in the chip industry. Whether it is South Korea, Japan, or European countries, they have begun to support the local chip industry through a large number of financial subsidies to narrow and challenge the technological gap in the chip industry in the United States.
Third, Chinese mainland has the strength to challenge the global chip industry
In the layout of the global chip industry chain, Chinese mainland has extremely rich human, material, financial and other resources, which also provides an important guarantee for the rise of Chinese mainland in the chip industry. Especially in some more mature chip markets, such as the memory chip market, Chinese mainland already has a considerable competitiveness, whether in the technology research and development of memory chips, or chip foundry manufacturing, Chinese mainland has a certain independent innovation and production capacity.
Therefore, a research report from South Korea pointed out that no matter which segment of the global chip industry chain, Chinese mainland has the strength to challenge the global chip industry. Especially in the next decade, Chinese mainland's chip industry chain will usher in a huge reshuffle, and it is also expected to become the world's largest chip producer.
In this regard, a report by a research institute in South Korea believes that the current global chip industry chain is not only the competition of technology and manufacturing capacity, but also the stability of the supply chain and the globalization of the market. Chinese mainland can first develop mature chips and supply chain growth, and then move towards advanced chips, which is expected to eventually achieve a comprehensive leading edge in the chip industry.
Of course, if Chinese mainland wants to become the leader of the global chip industry, it is not all smooth sailing, and there are many technical challenges and market obstacles to overcome. Especially in the high-end and cutting-edge advanced logic chip market, Chinese mainland is still facing considerable technical barriers, and needs to rely on its own scientific research strength and open cooperation to be able to compete on an equal footing with international giants.
epilogue
It can be said that the current development of the global chip industry has entered a white-hot stage, and it will also be a global industrial competition war. In this war, Chinese mainland will undoubtedly become the focus of attention of all parties, and it is also necessary for Chinese mainland to maintain rich strategic focus and innovation resilience, actively seek international cooperation, and jointly promote the sustainable development of the global chip industry.
At the same time, Chinese mainland is also expected to make more positive contributions to the construction of the global chip industry chain and the reform of the global science and technology governance system through its own development. It is believed that with the unremitting efforts of Chinese mainland, more countries will be willing to choose to carry out technical cooperation with Chinese mainland to jointly build a better future for the chip industry.