After the success of Chinese chips, U.S. chips are struggling, with annual revenue of $ 83 billion
DH
2020-03-30 10:18:07
Everyone knows that chips in electronic products function like human brains, or in the absence of chip payment, electronic products will also be like scrap iron. But such a vital technology has always been China's biggest weakness. Because the chip is limited by people, China's huge electronics industry structure not only does not have bargaining power, but also encounters a card neck situation.
Due to the ZTE and Huawei incidents in the past two years, it has sounded the alarm for China's huge electronics industry structure. Therefore, under the attention of the country and major enterprises, today China's chip industry frequently reports good news. Whether it is chip design or chip manufacturing, substantial breakthroughs have been made. However, in contrast to the American chip industry, the development is difficult.
First of all, from the analysis of China's chip industry, in the chip design stage, including Huawei Hisilicon and Ziguang Group, they have broken through the technical limitations, especially Huawei Hisilicon has mastered the 7nm chip design technology and has entered the world's forefront. As for the chip manufacturing process, as China ’s chip foundry giant SMIC, the 14nm process technology has been officially put into production, and it is expected to trial-produce 7nm chips in the fourth quarter of this year.
In addition, China Semiconductor's independent research and development of 5nm etching machine has also been approved by TSMC and used in TSMC's first 5nm chip production line. Therefore, the above three major technological breakthroughs are of special significance to the history of chip development in China. However, in the face of frequent news reports from the Chinese chip industry, the United States, which is committed to suppressing Chinese high-tech companies, is now in a dilemma.
Because the United States has adopted restrictive measures against Huawei on the grounds of "national security," U.S. chip companies' revenue has declined. According to a report released by market research organization BostonConsultingGroup, under these restrictive measures, US chip makers will lose approximately $ 36 billion, and such shocks will exceed the impact of China ’s plan to strengthen semiconductor core technology capabilities on American companies. .
In addition, the BostonConsultingGroup report also pointed out that once the United States stops exporting chips and related manufacturing equipment from Chinese companies, or China bans the import of US electronics and software, it will cause US chip companies to lose 83 billion in annual revenue. US dollars, equivalent to RMB 576.56 billion. After all, the Chinese market contributed 36% of the revenue of the US chip industry.
Unquestionably, with the continuous improvement of China ’s independent core technology capabilities, dependence on US chips will become weaker and weaker. By then, in addition to chips, other domestic technologies will also develop by leaps and bounds. By then, the Chinese technology industry will face These challenges will be more energetic than ever, and the United States will pay the corresponding price for its brainless measures!
