China's chip self-sufficiency rate has increased significantly, resulting in high foreign chip inventories and heavy losses. American chips can be said to have thrown themselves in the foot

Recently, foreign media reported that due to the substantial increase in China's chip self-sufficiency , The demand for overseas chips decreases , It has caused heavy losses to foreign chips , Facing huge inventory , Foreign chips are on sale at reduced prices , Highlight the progress of Chinese chips .

Foreign media reports pointed out , At present, although most of China's chip manufacturing capacity is mature technology , But this is enough to meet the needs of many aspects of China , Even Chinese chips have begun to be exported on a large scale , It began to put great pressure on overseas chip enterprises .

China is the world's largest manufacturer , The demand for chips is diverse , When the industry pays high attention to advanced process chips , In fact, made in China has a greater demand for mature process chips , Previously, industry insiders pointed out that China has mass-produced 14nm Technology can meet 70% of domestic chip demand .

Even mobile phones that have a strong demand for advanced technology , Mobile phones need stronger performance 、 More sophisticated design , Advanced technology can reduce chip size and power consumption , So as to provide longer battery life with smaller battery capacity , Only some high-end mobile phones need the most advanced technology , This part of high-end mobile phones only accounts for more than 10% of the global mobile phone market , Most mobile phones are still based on 5nm Technology and even 7nm Craft is the main thing , Because these processes that have been mass produced for many years have lower costs .

Other automotive chips 、 TV chip 、 Air conditioning chips and so on as long as 14nm Even more backward technology can meet the demand , In addition to lower cost, this kind of process , It can also provide higher reliability , And this kind of goods just pay attention to cost and high reliability ; As for other controllers 、 Micron level processes such as remote controllers can meet the demand .

As the global public health event continues for more than two years , People's income is declining , Consumers began to pay more attention to the pursuit of low-cost goods , On the contrary, this has promoted the demand growth of medium and low-end chips , This trend is just beneficial for Chinese chips .

After more than two years of development , Chinese Mainland has become the third largest economy with chip production capacity in the world , The United States fell to fifth ; In chip design , China from 2014 Since the establishment of the integrated circuit industry fund in, thousands of chip enterprises have emerged , Develop a variety of chips , Keep breaking the gap , Rely on Chinese Mainland's own chip design and chip manufacturing , The cost of the chip launched is extremely low , Recently, the media interviewed a domestic chip enterprise , The chip company said that its chip price is only a quarter of that of similar chips in the United States .

So it appeared before this year 5 China's chip imports fell in the last month 283 Million star 、 And the result of the surge in chip exports of more than 20% , As the competitiveness of Chinese chips strengthens , American chips are now hard to sell , American RF chips 、 Analog chips are on sale at reduced prices , The maximum price reduction is 90% , But even after the sharp price reduction , Their prices are still much higher than Chinese chips .

Foreign media believe that overseas chip enterprises will suffer heavy losses this year , And this momentum will continue until at least next year , Market organization Gartner It is believed that the global demand for chips will decline next year 20%, The decline in chip demand has led to more intense chip competition , The decline in market demand has prompted enterprises to further control costs , Cost will become the priority of enterprises , Chinese chips with cost advantages are expected to become beneficiaries .

Recently, foreign media pointed out that SMIC, the largest chip manufacturing enterprise in Chinese Mainland, actually last year 7 It has been mass produced in September 7nm process , This will further enhance the competitiveness of Chinese chips , After all 7nm The technology will meet 90% of China's demand , It can also meet most of the needs of the global market , In this way, overseas chip enterprises will face greater pressure