The localization substitution of Chinese chips is accelerating, and now we have the ability to complete domestic substitution in many chip fields, which also makes many American chip companies very uncomfortable, and even some foreign media said: American chips may be gradually being eliminated.
The first-mover advantage of the United States in the field of chip semiconductors can be said to be very obvious, and it has mastered a large number of chip technologies, especially in the field of chip design, there are many well-known companies such as Intel, NVIDIA, Qualcomm, etc., which have performed well in the fields of desktop processor CPU, AI chip and mobile phone SOC chip.
At the same time, although the United States does not have very famous companies in the field of chip manufacturing and semiconductor equipment, many well-known semiconductor companies in TSMC, Samsung, ASML and other related fields also have many core technologies that are American technologies. In this case, the United States, relying on its own technological influence, constantly revised chip rules and restricted shipments.
The United States revised the chip rules in essence to exclude Chinese chips from the world's semiconductor supply chain through the model of "small courtyards and high walls". The purpose of the United States' move is actually very simple, because chips are a very complex and huge industrial chain, and it is very difficult for the mainland to independently create a complete chip industry chain.
Restricting the development of Chinese chips, American chips can win more market share in the Chinese market and gain more benefits in China, the world's largest chip consumer market. However, what the United States did not expect is that now we have completed the localization of chips in many fields, and even began to complete the whole process of non-American technology for 28nm process chips.
According to the Wall Street Journal, the relevant departments in mainland China have issued relevant instructions to domestic telecommunications operators. These communication operators are not only required to check the existence of imported chips in network equipment, but also require them to accelerate the completion of domestic substitution. This basically means that the chips we use in network equipment will gradually become domestic chips.
Not only that, but the British media "Financial Times" also said that China has issued relevant regulations requiring departments at all levels to replace domestic computers by 2024. The chips and operating systems must be domestic.
There is no doubt that it is not difficult to see from these news that the mainland has gradually begun to accelerate the substitution of domestic chips in more and more fields, and has now started from some important areas. This also means that the number of chips shipped to the Chinese market by American chip companies such as Intel, Nvidia, and Qualcomm will be further reduced, and revenue will also be greatly affected.
The most important thing is that Continental is expected to complete the localization target of 70% of chips around 2027, which not only means that basically all mature process chips used in China will be replaced by domestic chips, but also many advanced chips will also be replaced by localization.
Judging from today's situation, whether it is chips used in emerging industries such as car chips and AI chips, or chips that are more widely used in traditional electronic fields such as memory chips, CPU chips, and SOC chips. Our localization process has been rapidly improving, and many Chinese chip companies have come up with various types of Chinese chips with excellent performance, which can meet the needs of the domestic market in many fields.
There is no doubt that China Chip has entered the "high-speed road" of development, not only more and more domestic chip manufacturing process level is constantly improving, but also we are gradually building a complete chip industry chain. It's very difficult, but we are moving forward.
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