In the past two years, chip giants such as the United States and South Korea's SK hynix have poured bitter water, as if they can't afford to play in the industry where they once dominated.
In recent years, the development of science and technology in mainland China has been concerned, in order to make the electronics industry and science and technology develop more rapidly, the semiconductor materials industry closely related to it has also been paid attention to.
In order to promote development, but also to improve the level of science and technology, the mainland has policy support for the semiconductor industry.
There are many benefits related to chips, it is difficult for the chip industry to develop, it is supported, and there are many benefits to lure the output value and level of the mainland's electronic chip industry to increase, in official terms, that is, stability and improvement.
China's side is stable and improving, and the opposite situation is Samsung, SK hynix and other groups, they are all in a state of loss, and the market is not very good.
For example, in April 2023, according to the official financial report, Samsung's revenue in the first quarter has declined, profits have also declined a lot year-on-year, and the field responsible for the chip business has also suffered large-scale losses.
Although the scientific and technological outlook is an area that countries pay attention to, the global demand for chips has decreased due to various policies and situations, but at the same time, the inventory of chips has increased due to production and other problems.
The relationship between supply and demand has changed, and the chip market has also been affected, not only Samsung, but also South Korea's memory chips, and there is another giant SK hynix in the market.
Like Samsung, the financial report they released also showed that there was a loss in operation, and the degree of loss directly broke the record, which shows that the chip market on the Korean side is relatively poor.
However, the ringtone is relatively poor, and the situation is not optimistic, not only South Korea, but also memory chip manufacturers in the United States, South Korea's chip demand is already very sluggish, and Micron in the United States is not optimistic.
Like South Korea's SK hynix, Micron of the United States has also broken records, and the worst loss in 20 years will appear in 2023, as a chip giant Samsung SK hynix and the United States of the United States, they have such performances to prove that memory chips, they are no longer the most important influence in the world.
At the same time, according to media reports, due to the development of our science and technology and the support and promotion of artificial intelligence and other technologies, the chip industry in the mainland has begun to have an upward trend.
While the United States and South Korea are falling, we have become the world's largest smartphone market, the supply relationship is relatively healthy, and our policies are gradually following up, and the development of the chip market is relatively optimistic.
For the development of science and technology, the high-tech industry is inseparable from high-quality memory chips, and it stands to reason that our side should also be more dependent on chip imports.
Our demand is indeed large, and the United States and South Korea have a lot of chip storage, but it does not mean that we must adopt an import plan for chips.
We can also produce and sell ourselves, just mentioned in the semiconductor materials, we give a lot of policy support, not only for memory chips have a positive impact, for the semiconductor industry chain is a positive impact.
The entire industrial chain has benefited, and the memory chip as a terminal product must also benefit, and the domestic semiconductor material production industry in the mainland will also flourish if the environment is good.
This means that many of the products they produce can be produced and sold in-house, and in terms of science and technology, we do not need to rely entirely on imports.
For technical support, in the guidance on expanding investment in strategic emerging industries to cultivate and expand new growth points, this policy can be found that we also have technical improvements and requirements for electronic technology and the manufacture of memory chips.
There is technology and demand, the supply relationship is normal and healthy, and if you can choose to develop internally, you will not choose to import, so compared with importing chips abroad, in order to stimulate domestic demand, the mainland will most likely choose to purchase a large number of storage chips in China.
According to the data given by the International Semiconductor Industry Association, the global semiconductor materials market will show an upward trend from 2020 to 2022, and the upward trend will be relatively high due to the development of various high-tech projects.
From the data given, in the global semiconductor materials market, Chinese mainland and Taiwan accounted for 19% and 23% of the top two positions respectively, in the production development side, and semiconductor-related industries are shifting to China, although there is still a lack of high-end semiconductor material manufacturing, but it is enough to prove that our development in this area has made a certain degree of progress and breakthrough.
This also indirectly shows that we can completely do not rely on the import of memory chips, do not rely on imports, Micron SK hynix, Samsung and other giants that can produce memory chips will have one less customer with a larger demand.
These giants, which are already in a downturn and have lost money, can only start to change themselves after losing such a big customer as China, and if they can't change their sales, then change their prices.
In May 2023, Micron believes that the price of the memory chip they give is already very low, in order to maintain a balance, it is absolutely impossible for them to reduce the price of the chip, Samsung, like Micron, also believes that it is impossible to sell chips at a low price, except for South Korea and the United States, the memory chip on the Japanese side, the industry is also relatively sluggish.
Since last year, these giants have begun to ponder the price of chips, and it can be seen from here that they have encountered a lot of difficulties in the field of memory chips, not only reducing production but also fighting for prices.
China does not have a large number of imported memory chips, which is definitely influential for these giants, and the impact should not be small, no wonder that foreign media will be extremely concerned about the development of China's semiconductor industry and memory chips.
The memory chip market continued to weaken, and Samsung and SK hynix both suffered huge losses--- interface news
Analysis of the current situation and development trend of the global and Chinese semiconductor materials industry in 2023, there is still a lot of room for domestic substitution of local high-end semiconductor materials--- Huajing Information Network