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Under the fierce competition in the world semiconductor market, the Japanese media recently made sobering comments.
By 2032, China's market share in high-end chip manufacturing could be only 2%.
This prediction has sparked widespread attention and discussion, after all, chip technology is an important indicator of a country's competitiveness.
High-end chips, especially those of 10nm and below, are a key element in a modern technology strategy.
They are not only the heart of smartphones, computers, and high-end cars, but also the basis for enabling artificial intelligence and big data processing.
At present, only a few countries and regions in the world can produce such advanced chips, and the United States, South Korea and Taiwan are among the leaders.
In recent years, the United States has increased its support for the semiconductor industry through the CHIPS Act and other policies, with clear goals.
Promote the development of local chip manufacturing through huge investments and reduce dependence on Asian supply chains.
These policies are expected to pay off over the next decade, with the U.S. global market share expected to grow to 14 percent, with 28 percent of chips producing 10nm and below.
In contrast, China has invested heavily in the semiconductor industry, totaling more than $142 billion.
It is mainly used to build the infrastructure of the domestic semiconductor industry.
However, in the face of the dual challenges of technology and market, its share of the world's most advanced chip market shows a low expectation, that is, it may only account for 2% in 2032.
This figure caused quite a stir in the industry, and many experts began to discuss the reasons behind it and its impact on the global market.
First, the U.S. has imposed strict controls on China's semiconductor exports.
This not only limits China's ability to access the most advanced manufacturing technologies, but also hinders the rapid development of China's semiconductor industry.
In addition, although China has performed well in the field of traditional chips, it is unable to produce high-end chips of 10 nanometers and below.
Although the Chinese government has tried to narrow the gap with the international advanced level through policy incentives and financial support, it is still difficult to catch up with the existing technical barriers in the short term.
Let's look at the changes in market demand and application fields.
With the development of technologies such as 5G, artificial intelligence, Internet of Things, and intelligent driving, the demand for high-performance and low-power chips is growing rapidly.
The development of these technologies has driven the demand for chips of 10nm and below, which is the hot spot and difficulty of current technology development.
Although China has a significant position in the smartphone and consumer electronics markets.
However, in the fields of high-end servers, large data centers, and high-performance computing, the performance and production technology of chips need to be further improved.
In contrast, China is also increasing R&D investment in an attempt to break through the technological bottleneck of chip manufacturing.
But in the face of export controls on high-end manufacturing equipment and key technologies by the United States and its allies, China's technological progress has been greatly limited.
Despite the huge market and financial support from the government, China has considerable accumulation in integrated circuit design.
But there are still significant challenges in the ability to manufacture state-of-the-art chips.
Finally, the accumulation of talents and experience is also a key factor in determining the competitiveness of the chip industry.
Chip design and manufacturing require a highly specialized technical team, as well as rich industrial experience and technology accumulation.
The United States and other technologically advanced countries have a deep talent pool and technology accumulation in this area, which provides a solid foundation for them to continue to lead.
What do you have to say about this? Feel free to leave your thoughts in the comment section!