As we all know, in recent years, China's chip industry has developed rapidly, production capacity and output have been continuously improved, and technological breakthroughs have also been made, which has also caused concern in the United States.
After all, the United States has always been the global chip hegemon, relying on chips to dominate the world and obtain economic and political benefits, so the United States does not allow the rapid development of Chinese chips, especially does not want Chinese chips to make breakthroughs in advanced technology.
So we see that in recent years, the United States has suppressed China's chip industry, round after round, more and more strict, and the containment is becoming more and more severe, and the purpose of the United States is to lock the logic chip at 14nm, the DRAM memory at 18nm, and the NAND flash memory at the 128th layer.
Seriously, such a strict ban still has a great impact on China's chips, but China's chips have not been defeated, but have become more and more courageous, with increasing production capacity and output, and striving to make breakthroughs in various advanced technologies.
According to authoritative data from the National Bureau of Statistics, in the month of March 2024, China's integrated circuit output reached 36.2 billion pieces, a year-on-year increase of 28.4%, a record high. From January to March, China's integrated circuit output was 98.1 billion, an increase of 40% year-on-year.
At the same time, some institutions analyzed the data of the last five years, saying that the output in the first three months of this year was almost three times that of the same period in 2019, which is enough to prove how strong the explosive power of Chinese chips is under the pressure of the United States.
There are many reasons for the growth of China's chips, on the one hand, of course, the rise of domestic new energy vehicles, by April 2024, the penetration rate of China's new energy vehicles will exceed 50%, and the number of domestic new energy vehicles will exceed 20 million.
New energy vehicles need a large number of chips, a new energy vehicle needs 2000-3000, which is 5 times that of fuel vehicles, and domestic new energy vehicles use a large number of domestic chips, so it also promotes the growth of domestic cores.
In addition, China has been expanding chip production capacity frantically in recent years, and the data shows that in the past five years, domestic chip production capacity may have increased by more than 50%, so chip production has also increased.
However, it should be noted that at present, the main domestic chip production capacity is still concentrated in mature chips, and the share of advanced chips is still quite limited.
Therefore, while our output is growing, we should also pay attention to the breakthrough of high-end chips, and use quantitative changes to cause qualitative changes.