Chip industry welcomes the rise of China
Recently, due to the tight supply of GPU chips and memory, the prices of various graphics cards from companies such as AMD, Intel, and Nvidia have continued to rise. It is understood that the tight supply of the chip directly caused some high-end graphics cards to appear out of stock. At the same time, with the outbreak of the gaming industry, this state will continue to continue.
At the same time, the giant of the world's largest capacitor manufacturer announced on January 10 that due to factors such as appreciation of the exchange rate, rising raw materials and labor costs, the company will adjust the unit price of some thick-film products, and increase the scope of 15% to 20%.
Chip Industry Development Status
In today's information technology era, the chip industry is likened to the "heart" of the development of the information industry, that is, to provide the core of development momentum. Of course, with the continuous improvement, progress, and improvement of the chip industry, today the chip industry has a complete industrial chain. It includes early design, manufacturing, packaging, and testing.
It is understood that the number of electronic devices such as mobile phones, computers and robots manufactured in China for one year is as high as tens of billions, ranking first in the world. This has also made China the world's largest chip demand market. In the situation of a good situation, the self-sufficiency rate of domestic chips is only 10%. In other words, 90% of China's chips are imported.
In recent years, driven by the smart terminal industry such as Internet of things, autopilot, VR and AI, the domestic chip industry has witnessed considerable development. Up to now, there are more than 20 integrated circuit design companies that have been listed in China. In addition, more than 70 semiconductor companies have already listed their A shares. And so far, China's chip industry has grown by 21% year-on-year, with sales of about 170 billion yuan.
On the other hand, in the "Made in China 2025" policy, our country has a clear plan for the future development of the chip industry. By 2025, China's chip self-sufficiency rate will reach 50%, while the next 10 years will also be the fastest time for China's semiconductor industry.
According to some industry players, as the demand for high-end chips continues to grow, some international giants have gradually ignored the low-end chip market. This is also a major opportunity for domestic chip manufacturers.
Chip Industry New Opportunities
In fact, under the policy dividend, technological breakthroughs and market demand, the speed of development of the domestic chip industry is obvious to all. In this context, China's chip industry also ushered in the following opportunities:
First, the chip industry is divided into upper, middle and lower reaches, specifically for design, manufacturing, packaging, testing and testing. Although our country is slightly inferior to foreign companies in design, its strength in manufacturing and packaging and testing is still relatively strong, which will also be the key point for China to achieve breakthroughs.
Second, China's chip industry is still in its early stages of development, and there is ample room for improvement. Once technological breakthroughs occur, China can quickly occupy the relevant market.
Third, the continuous improvement of policy dividends has provided a good backing for the development of China's chip industry. With the support of policies, new types of chip companies are also increasing.
Fourth, the speed of replacement of traditional CPUs and GPUs makes the chip market semi-saturated at all times.
Fifth, according to industry estimates, by 2020, the number of global fabs will reach 62, of which China will have 26 seats, accounting for 42% of the global total.
In such a multi-opportunity environment, the chip field has also been favored by the capital market. Some industry giants such as Samsung and SK Hynix have come to China to build factories in order to gain a share. The domestic manufacturers such as Ziguang International and Changjiang Storage are seizing opportunities and vigorously pursuing mergers and acquisitions in an attempt to break the bureau and stabilize the domestic market.
Just around 2015, Ziguang International's Spreadtrum sales of 530 million chips, which accounted for more than 25% of the world's market, became the third largest giant after Gaotong and MediaTek. In 2017, Huawei became the world’s first smart phone AI chip unicorn with the Kirin 970. All indications indicate that domestic chips have begun to break through, and new opportunities are constantly coming.
The rise of China was at the time
The development of any industry has to go through three periods: the budding period, the development period, and the mature period. The chip industry is no exception. Take the developed countries as an example. The chip industry in the United States, Japan, and other developed countries is currently in the midst of development, and China will be in the early stages of development. According to the “Made in China 2025†policy, 7% is the basic point for development, and currently China is in the chip industry. The self-sufficiency rate is only about 10%. In this way, China and developing countries still have a difference of about 5 years in the chip industry technology.
Some industry players stated that the rise of China's chip industry is inevitable. According to the structure of industrial competition, China’s labor costs are relatively lower and its competitiveness is stronger. From the perspective of the demand market, China’s consumer market is gradually taking advantage of its rapid economic growth. expand.
On the other hand, with the gradual opening of China's wearable devices, VR, drones, and artificial intelligence markets, the potential of the domestic chip industry is gradually increasing. At the same time, influenced by the shift of the chip industry to Asian regions, combined with strong demand for chip import substitution and support from various domestic policies, the rise of the domestic chip industry is already inevitable.
It is expected that sales revenue of the domestic chip industry will increase to 30% in the coming years. At the same time, China will gradually emerge a number of chip design companies that rank higher in the global market, and their share in the global chip design market will continue to grow. From this point of view, 2018 will again become a new opportunity for the development of the chip industry and a new opportunity for the rise of China.
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