Preface
Since the United States imposed a chip ban on China, China's high-end chip industry has been hit very hard.
However, on April 18, the "South China Morning Post" reported that the output of domestic chips in the first quarter soared by 40%, with a total of 98.1 billion pieces produced!
And now, the United States and the West are having a hard time......
U.S. chip ban
In 2022, the U.S. Department of Commerce issued export controls on equipment for advanced semiconductors and computers on the mainland.
Among them, the United States has restricted the export of Nvidia's A100 and H100 advanced chips.
Not only Nvidia, but also Intel and Samsung are on the restricted list in the United States.
It is not difficult to understand that this series of actions of the United States is afraid of the development of China's chip technology, and is afraid that China will surpass them in such development.
In this way, the "scientific and technological supremacy" status of the United States will be seriously threatened.
Therefore, they chose to strike preemptively and "attack" China's semiconductor industry first, in the hope that China will not be able to keep up with the development in such a siege and interception.
Not only did it restrict the export of high-end chips, but the United States also banned most of China's basic software.
After restricting the export of high-end AI chips, they "naively" thought that China's AI industry would collapse in the future.
Even, the "New York Times" published an article on October 21, 2022, titled: The latest US sanctions will destroy China's chip industry!
However, the wishful thinking of the United States may have been wrong, because the mainland has already made up its mind to develop independently!
If we have been relying on foreign imports, then we can only continue to "look at other people's faces" to live.
If it really "wins" in this chip war, then China will have the right to speak in the chip industry after that!
For a long time, China's chips have been very dependent on foreign imports, and this US chip ban just makes us realize that if we do not develop independently, we will definitely be "stuck" in the end.
Therefore, China's chip manufacturers will work hard in chip manufacturing!
According to the "South China Morning Post" report on April 18, China's chip production soared by 40% in the first quarter! A total of 98.1 billion pieces were produced!
Sales soared by 40%
In recent years, many industries in mainland China have achieved very bright results, especially in the chip industry.
The core of the chip industry lies in the research and development link, due to the late start of the development of China's chip industry.
However, in terms of theoretical research in related fields, the scientific research institutes in mainland China have put forward many breakthrough ideas for creating and innovating knowledge.
These ideas also basically start around the world's cutting-edge technology issues.
Because of the mainland's vigorous development of domestic chips, as of the beginning of December 2023, there are a total of 171 listed companies in the semiconductor industry sector of the A-share market!
And this is also a benign signal for the development of China's semiconductors, proving that in the development of semiconductors, the mainland is full of flowers, and enterprises across the country are working together!
As the core of the computing power system, the development of the domestic AI chip industry is facing challenges, and there are still some gaps between AI chips and imported products in terms of training performance.
However, an industry insider once said: "At present, many large-scale enterprises are willing and take the initiative to adapt to domestic chips. ”
Happily, on April 18 this year, Hong Kong's "South China Morning Post" reported that China's chip production in the first quarter soared by 40%!
In the first quarter, a total of 98.1 billion domestic cores were produced!
Some researchers said that the export controls of the United States may inadvertently lead to China's dominance in the global production of traditional chips.
According to the South China Morning Post, in March alone, the output of domestic cores has reached 36.2 billion, once hitting a record high.
So, where are these chips used, and why is there such a big demand for chips in the mainland?
Behind 98.1 billion
In recent years, China's new energy vehicles have not only been well received in China, but also sold abroad very considerably.
The soaring sales of electric vehicles have naturally led to the development of the chip industry.
The chips required for a tram are 2000~3000, and the chip demand for mid-to-high-end trams may be 4000~5000.
The chips required for a fuel vehicle are generally only 300~700 pieces, so the development of new energy vehicles has also driven the demand for chips to a certain extent.
Because the design and operation of electric vehicles rely mainly on electronic control systems, and mainly because of the complexity of electric drive systems and the need for battery management.
In addition, now that trams are gradually becoming intelligent, autonomous driving and automatic parking systems rely heavily on the operation of chips.
Not only electric vehicles, but also many gasoline vehicles have gradually begun to rely on chips, but in comparison, the demand for electric vehicles is greater.
In addition to the demand for new energy vehicles, the growing demand for smartphones has also increased the demand for chips.
In the first quarter of this year, the overall production of smartphones increased by 16.7%.
A few days ago, Huawei just launched the Pura70 series, and within a minute of going on sale, the phone was out of stock.
In terms of localization, Pura70 will have a higher localization rate than Mate60, and the user experience will be higher.
According to predictions, the Pura70 alone can sell tens of millions of units, and the demand for chips behind this is unimaginable.
It can only be said that now the momentum of China's domestic chips is very good, and the "spring" of China's chips is coming......
The spring of China's core
Since the launch of Huawei Pura70, it has been deeply loved by consumers, and last year, the Mate60 "hard to find" situation was staged again in Pura70.
The Huawei Pura70 is equipped with the Kirin 9010 processor, which is newly developed by Huawei HiSilicon, and also supports 5G networks.
Some people have also made a comparison between the Kirin 9010 and the Kirin 9000s, and in terms of GPU, the 9010 and 9000s also use the Maleonn 910.
The Kirin 9010 has a single-core score of 1442 and a multi-core score of 4471, while the Kirin 9000S single-core score is 1330 and the multi-core score is 4123.
On the whole, compared with the Kirin 9000s, the Kirin 9010 has been upgraded in terms of performance.
Although there is still a gap between it and Qualcomm's high-end chips, the Kirin chip is steady and steady, and the future is still very bright.
When people dismantled the Pura70, they found that its memory was made by Changxin Storage, and the flash memory was made by Yangtze River Storage.
And the memory of last year's Mate60 is still SK hynix's memory.
Changxin Storage and YMTC are China's two semiconductor lists, and they were also added to the "Entity List" by the U.S. Department of Commerce in 2022.
Not only raw materials, but also technology and patents have been very restricted.
Huawei's choice of Changxin and Yangtze River this time is also an important signal for the joint development of China's semiconductors, and in the future, Huawei will also provide follow-up development funds for these two companies.
The short-term backwardness is not terrible, the important thing is to work hard to develop, which also requires the unity of mainland enterprises, and the future will be able to create brilliance!
And the day of the rise of China's semiconductor industry, the United States and the West will definitely panic.
China's chip production has skyrocketed, and its dependence on chips from the United States and the West will gradually decrease in the future.
As the world's largest chip sales market, if China can be self-sufficient, it will not buy too many American chips.
At that time, the "good days" of the United States and the West will come to an end!
Sources of information:
Investment Express - Building Heterogeneous Computing Power Domestic chips usher in new opportunities for development
China Industry News - The development of the chip industry in mainland China and the strategy to break the situation
South China Morning Post - China's core production capacity increased by 40%