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With the increase in chip imports, is China's chip self-satisfied?

发布时间 : 2023-07-31

After repeated rapid progress of domestic chips, in fact, there is bad news for domestic chips in 2022, that is, chip imports have decreased, but chip imports have increased, coupled with more than 5,000 Chinese chip companies fell in 2022, all of which seems to show that Chinese chips are not so strong.

Chip imports increased, 5,000 chips fell, Chinese chips since high?

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In the past few years, China has been pushing the development of domestic chips, and has broken the gaps in many industries, such as memory chips, RF chips, GPU chips, etc., which is indeed the progress of Chinese chips, proving that Chinese chips can replace imported chips through efforts to domestic chips.

However, at present, a certain country's chips are mainly in the low-end market, and recently, after the new flagship mobile phone of a domestic mobile phone brand was disassembled, it was found that most of the chips are from overseas, among which many chips such as mobile SOC chips, WiFi, RF chips, etc. are from Qualcomm, proving that the high-end chips of people from a certain country mobile phones are still very dependent on American chips.

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Such a phenomenon is actually in line with the reality of Chinese chips, after all, as a latecomer, the chip industry has broken the gap, only to achieve a breakthrough of 0 to 1, really to achieve the performance level of high-end chips, but also need to continue to invest in technology to shorten the gap with overseas chips.

In the face of China's dependence on overseas chips, especially high-end chips in the United States, the United States took the opportunity to increase the price of chips, Qualcomm's high-end chips are said to continue to increase prices, which is Qualcomm lost the mobile phone chip market leader position, but also achieved revenue and profit growth, which is also the reason for the growth of China's chip imports.

Chip imports increased, 5,000 chips fell, Chinese chips since high?

Now it is reported that China has fallen more than 5,000 chip companies, which seems to show that the achievements of Chinese chips in recent years are discouraging, so some people say that Chinese chips are hi, so is it really so? In fact, everything has two sides, and the progress of China's chips should not be denied.

With the breakthrough of Chinese chips in the low-end market, it has put pressure on American chips, and China has replaced Intel's server chips with domestic server chips, resulting in Intel's losses. After China's mobile phone chips have gained an advantage in the low-end market, Qualcomm has forced it to plan to reduce the price of low-end chips this year. This all proves that the growth of Chinese chips has put pressure on American chips.

In fact, this phenomenon has appeared in many industries made in China before, as long as China made a breakthrough, then overseas counterparts quickly cut prices, before 2009, China failed to fix 8.5 generation mainstream LCD panel technology, Japan's Sharp, South Korea's Samsung and other panel companies have only said that the construction of LCD panel production lines in China has not been put into action. However, when China's BOE and TCL Huxing set up 8.5-generation LCD panel production lines, they have cooperated with Chinese enterprises to build advanced LCD panel production lines, and then China's LCD panel production capacity increased and eventually beat the LCD panel industry in Japan and South Korea.

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The same is true for Chinese chips, Chinese chips to solve the problem of 0 to 1, then Chinese chips will eventually shorten the technical gap with the United States chip, as Huawei launched a mobile phone chip in 2009, spent 5 years to catch up with Qualcomm's technical level, the current problems facing Chinese chips is but a small problem encountered in the development, fell 5,000 chip companies, There are tens of thousands of chip companies, which will have a competitive strength with American chips in the future, when the high-end chips of American chips can only be sold at a lower price.

Chip imports increased, 5,000 chips fell, Chinese chips since high?

Therefore, the author believes that some of the difficulties currently facing Chinese chips can not deny the significance of the progress of Chinese chips, but the difficulties faced in the development process, over time, it is not impossible for Chinese chips to completely replace American chips, and American billionaire Bill Gates once again believes that the United States can not stop the pace of Chinese chips, China will sooner or later develop high-performance chips. By then American chips will have suffered huge losses.