1. China's chip industry: from being suppressed to rising
The "chip war" engaged in by the United States is a tough battle between science and technology and the economy. The trade friction is becoming more and more fierce, and the United States wants to restrict the export of chips to China and block the development of our high-tech industry.
Unexpectedly, this "chip war" did not knock down our Chinese chip industry, but stimulated huge innovation momentum and market demand. At the beginning, the ban did have a big impact, and the supply chain of many enterprises was cut off, and production was greatly affected.
However, the Chinese government and enterprises reacted quickly, quickly adjusted their strategies, vigorously engaged in independent research and development, and increased investment, and soon achieved remarkable results.
From January to May 2024, China's integrated circuit production was 170.3 billion units, 32.7% more than the same period last year. This is not only the success of our Chinese chip industry, but also surprising in the global technology circle.
Ministry of Industry and Information Technology of the People's Republic of China: Operation of the electronic information manufacturing industry from January to May 2024
At the same time, China's chip exports increased by 21%, which is too good at a time when the global economy is not good. Behind this is China's growing ability to produce technology, control costs and develop markets. In the international market, Chinese chips account for a lot of market share with their high cost performance and stable performance.
A few years ago, some experts said that China would make big moves in the field of chips. Now you see, that's right. Large companies such as SMIC and YMTC have tried to catch up with advanced technologies, and the mass production of 14nm and 128-layer 3D NAND has become the industry benchmark.
Domestic CPUs, GPUs, and AI chips have also made great progress in key areas, such as Huawei's Ascend 910 and Ali's Hanguang 800, which are all representatives of China's chip technology breakthroughs.
What makes people happy is not only technological progress, but also the rise of China's chip position in the global market. Its own research and development is becoming more and more powerful, and there have been breakthroughs in some technologies that have been "stuck", and the localization of domestic EDA tools and lithography machines has accelerated, which has helped China's chip industry a lot. However, the integrity of the industrial chain and government support are the foundation for the rise of China's chips.
2. Government support and perfect industrial chain: China's chips take off
China's chip industry can develop so well, behind which there are a series of powerful policies of the government. The role of the National Integrated Circuit Industry Investment Fund is particularly significant. The scale of this fund is more than 300 billion, which has provided a lot of money to the chip industry and promoted many innovative projects.
In the "14th Five-Year Plan", integrated circuits are regarded as key projects, and the goal is clear: by 2025, the main links can have the final say. This is not only a big goal, but also a statement of competition with global technology.
Local governments have also responded to the state and issued various preferential policies to attract chip companies. Many chip industrial parks have sprung up and become new money-making points. Shenzhen, Shanghai, and Beijing have become important places in the chip industry by virtue of their advantages and policies.
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Chip companies can pay less taxes and get subsidies here, and the whole industrial chain also supports it. Chip industry clusters have been formed in various places, making China's chip industry more competitive.
China Industry Information Network: SEMI: Chinese mainland is expected to account for 21% of the global 200mm wafer production capacity in 2022
China's chip industry can rise, not only by policy, but also by the complete industrial chain. From design to manufacturing, to packaging and testing and materials, there is a complete chip industry chain. In this area, more than 2,000 companies such as Huawei HiSilicon and Cambrian continue to innovate;
In this piece of manufacturing, Chinese mainland's wafer production capacity accounts for more than 15% of the world's total, and packaging and testing capacity accounts for nearly 30%. These figures can show that China's chip industry is powerful and has a high position in the global semiconductor market.
It must also be said that China has performed very well in the semiconductor equipment market. In the first quarter of 2024, Chinese mainland spent $12.52 billion on semiconductor equipment, 113% more than the same period last year, and was the world's largest buyer for four consecutive quarters, accounting for almost half.
In contrast, the equipment markets in Taiwan, Japan, South Korea, and the United States are not good, so let's go to China. This can be seen that the Chinese market has great potential and is developing rapidly in the field of semiconductor equipment.
Behind these figures, the technology of China's chip industry is progressing every day, and the industrial environment is getting better and better. Companies such as Huawei HiSilicon and Cambrian continue to break through problems and push the industry forward. In particular, Huawei HiSilicon has done a good job in chip design, and the Kirin series chips are used in high-end mobile phones, breaking the monopoly of foreign brands.
In the final analysis, this is inseparable from government support and policy guidance. The National Integrated Circuit Industry Investment Fund gives money to chip companies, and many cutting-edge technologies can break through. The integrated circuit project in the "14th Five-Year Plan" has pointed the way for the industry. These policies don't just give money, they show the way.
IT Home: 2024Q1 Semiconductor equipment procurement in mainland China was US$12.52 billion, a year-on-year increase of 113%
The preferential policies of local governments are convenient for chip companies. Like Shenzhen, tax reductions and subsidies are given to support the construction of industrial parks. This reduces business costs and attracts talent and technology. Chip companies have settled in various places, and industrial clusters have been formed, which has enhanced the overall competitiveness.
For China's chip industry to rise, it is very important for the integrity of the industrial chain. From design to manufacturing, to packaging and testing and materials, it is all complete. There are more than 2,000 new companies in the design, and the production capacity of wafers and packaging and testing in manufacturing accounts for a high proportion. This shows strength and status.
China is doing well in the semiconductor equipment market. In the first quarter of 2024, it will cost a lot to buy equipment, and the growth will be fast, and we can't do it elsewhere. This shows great potential and fast development.
Huawei HiSilicon and Cambrian continue to make breakthroughs, especially Huawei HiSilicon, and Kirin chips break the monopoly. Cambrian also has achievements in artificial intelligence chips. These show innovation and competitiveness.
However, the integrity of the industrial chain and technological breakthroughs are only part of it. The next step is to find a way to be more powerful in the global market, not only in terms of quantity, but also in terms of technology and quality.
Financial world: memory chip explosion! The export volume soared by 98.7%, and the inventory shrank by 33.7%!
Third, the output and export are strong: Chinese chips are competitive in the world
In the first five months of 2024, the output of China's chip industry has risen frighteningly, with the output of integrated circuits reaching 170.3 billion pieces, 32.7% more than the same period last year. This number is not just good-looking, but it is a proof of the rapid development of China's chip industry.
It can produce 1.135 billion chips per day, which is so amazing that it is simply a "chip factory miracle". This production capacity can not only meet domestic demand, but also provide many good chips to the world, showing the strength of China's chip industry manufacturing and supply.
The export was also exceptional. In the first five months, China's integrated circuit exports reached 113.9 billion, an increase of 10.5%. The global economy is not very good, and China's chip exports are still so good, which shows that it has an impact on international competitiveness.
Especially for memory chips, Chinese companies have performed particularly well. In the first quarter of 2024, the export value increased by 53.9%, and the number of exports increased by a lot. This shows that there is a large international demand for China's memory chips, and it also shows that China has made great progress in this technology.
China's chips are in the world, not only the output and exports have risen, but many chip products have also accounted for a large market share. Power management chips, Internet of Things chips, and display driver chips, which are made in China, are internationally recognized.
Chinese electric vehicle companies are developing globally, and the export of vehicle-grade chips is also fast. For example, the cars in Tesla's Shanghai factory use Chinese chips. This makes Chinese chips have a high status in the world and a more important position in the semiconductor industry chain.
The global demand for Chinese chips has soared because China's chip industry has good technology, quality, and cost performance. Chinese chip companies continue to innovate, improve production processes, and improve chip performance and reliability, which can meet the global demand for high-quality chips. In particular, the Internet of Things and smart devices are developing rapidly, and there are many ways for Chinese chips to perform well, which are liked by the world.
However, the increase in production and exports is only one aspect. More importantly, the overall competitiveness and influence of China's chip industry in the global market have improved. Chinese chip companies have strengthened international cooperation, participated in global competition, and increased their market share. In the future, China's chip industry will continue to give full play to the advantages of innovation and market expansion, and become more bullish in the global market.
In the future, China's chip industry will not only increase production and exports, but also improve market competitiveness and global influence. There is a lot of global demand for high-performance chips, and China's chip industry has good prospects.
The next step is to find ways to improve the technical level and market competitiveness, from more quantity to better quality. How will China's chip industry deal with these in the future? How do you stay ahead of the curve? That's something to ponder later.
4. Future prospects: China's chip industry has good prospects
China's chip industry will definitely not be wrong in the future, especially the large domestic demand for chips. New technologies such as 5G, artificial intelligence, and the Internet of Things are developing rapidly, and China has an increasing demand for high-performance chips.
In 2023, China will buy more than 60% of the world's semiconductor products, and the demand will only increase in the future. Especially in places such as 5G base stations, smart homes, and autonomous driving, the role of domestic chips will be greater.
Huawei HiSilicon, Loongson, and Feiteng have made breakthroughs in different places, indicating that domestic chip companies have risen. Huawei HiSilicon's Kirin chips are commonly used in high-end mobile phones, and Loongson and Feiteng's CPUs are developing rapidly in the domestic computer market.
In the server market, companies such as Huawei and Inspur have rebuilt data centers with domestic chips. In the field of automotive electronics, domestic chips account for half. These companies are not only in the domestic industry, but also in the international arena, showing the ability and innovation ability of Chinese chip companies.
The trend of the global semiconductor industry turning to China is obvious. Many multinational chip companies regard China as an important place, set up R&D centers and production bases in China, and cooperate with Chinese companies.
SMIC's emergence as the world's third-largest chip foundry is an example of this trend. This transfer is not only the transfer of production capacity, but also the transfer of technology and talents, which will give a great boost to the development of China's chip industry.
China's chip industry is becoming more and more innovative. With the support of the government and the efforts of enterprises, some key technologies have made great breakthroughs. In the future, more innovative projects will be promoted, and the technology and market of China's chip industry will be better.
With the support of authoritative data, the development direction of China's chip industry is clear, and a chip power that can control itself and has advanced technology is speeding up.
Standing at a new starting point, how can China's chip industry be more powerful in the global market? How to break through technology and quality? How will market opportunities and challenges change in the future? I look forward to everyone sharing their thoughts in the comment area and chatting about the future of China's chip industry.
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