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Is SMIC "back" again? The Chinese market accounts for more than 80%! The decoupling of the United States has succeeded

author:末世Talk

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In the face of the ever-changing global semiconductor industry, SMIC has clearly become a force to be reckoned with.

With the restructuring of the global supply chain, SMIC has expanded its market share at an astonishing rate, especially in the Chinese market, which has exceeded 80%.

This achievement is not only a victory for technology and production capacity, but also an accurate strategy and market positioning.

The rise of SMIC is a concentrated demonstration of China's independent innovation power in the context of increasingly fierce competition in the global semiconductor industry.

Is SMIC "back" again? The Chinese market accounts for more than 80%! The decoupling of the United States has succeeded

First of all, behind SMIC's rapid growth is a significant increase in its technological innovation and production capacity.

In recent years, SMIC has continuously improved the technical level of its production lines and has achieved breakthroughs in a number of key technology nodes.

For example, the company achieved mass production of 14nm FinFET technology in 2022, marking an important step forward for SMIC in high-end process technology.

Although there is still a gap compared to the industry leader TSMC, this gap is gradually narrowing.

Is SMIC "back" again? The Chinese market accounts for more than 80%! The decoupling of the United States has succeeded

In terms of market strategy, SMIC has gradually shifted its business focus to the domestic market, and its deep cultivation in the Chinese market has obviously achieved remarkable results.

According to the data, in the first quarter of 2024, SMIC's market share in China has reached 81.6%, which is the highest record in the company's history.

At the same time, its share of the US and European markets is declining.

This is partly due to the impact of the international situation, but also reflects the shift in the company's strategic focus.

Is SMIC "back" again? The Chinese market accounts for more than 80%! The decoupling of the United States has succeeded

In addition, SMIC's growth has also benefited from changes in the domestic and international market environment.

With the restructuring of the global industrial chain, the demand for semiconductor products in the Chinese market continues to grow.

According to industry analysis, by 2025, the demand for semiconductors in the Chinese market will grow significantly, and the total domestic production capacity cannot fully meet this demand.

Through continuous expansion, SMIC has effectively seized the opportunity of growing market demand.

Is SMIC "back" again? The Chinese market accounts for more than 80%! The decoupling of the United States has succeeded

At the level of corporate strategy, SMIC has also shown strong adaptability and forward-looking.

In the face of the complex and volatile international situation, SMIC has strengthened cooperation with large domestic technology companies such as Huawei to jointly promote technological progress and industrial upgrading.

This collaboration has not only helped SMIC stabilize its market share, but also provided the impetus for its technological advancement.

Although SMIC's performance in the domestic market has been impressive, the company has not stopped its layout and experiments on the international stage.

Is SMIC "back" again? The Chinese market accounts for more than 80%! The decoupling of the United States has succeeded

Globally, despite technical blockades and market barriers, SMIC continues to work with international customers.

This not only demonstrates its strong market competitiveness, but also reflects the long-term vision of its globalization strategy.

SMIC's development also reflects the rise of China's semiconductor industry as a whole.

With national policy support and capital investment, China is rapidly making up for the shortcomings of the semiconductor industry chain, which provides the soil for the development of SMIC and other enterprises.

Is SMIC "back" again? The Chinese market accounts for more than 80%! The decoupling of the United States has succeeded

SMIC's success can be seen as a microcosm of the increasing maturity of China's semiconductor industry.

All in all, SMIC's "Kill Back" is not just a slogan, but a tangible industrial achievement.

Through continuous technological innovation, market expansion, and deep integration with domestic and foreign markets, SMIC is gradually transforming from a follower to an industry leader.

Is SMIC "back" again? The Chinese market accounts for more than 80%! The decoupling of the United States has succeeded

In the global semiconductor industry landscape, SMIC's role is becoming more and more prominent, and its future development deserves the attention of all parties in the market.

We look forward to SMIC continuing to play an important role in the global semiconductor industry and driving the industry forward."

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