The chip is monopolized by foreign countries. What technologies does China monopolize?

China is the largest manufacturing country in the world, but it needs advanced CNC machine tools if it wants to have a high-quality industry. So, where did this high-end CNC machine tool come from? Almost all of them are imported, and these advanced machinery and equipment are basically imported from Japan, Germany and Switzerland. Then, why don't we make this advanced machine tool ourselves? China's machine tool industry is still at the low-end and downstream level, and this high-end craftsman is monopolized by Japan, so China has been the largest machine tool importer and consumer in the world since 2003.

Basically, it includes all the manufacturing industries around us, such as electronic products or household appliances, national defense, aerospace, railway construction, ships, automobiles and so on. Because of the wide application of machine tools, it has also been given the title of "industrial mosquito". Numerical control machine tool is an automatic machine tool with program control system. Under the control of the programming system, the processing machine can automatically process parts, replacing all the functions of traditional machine tools, which is very efficient in manufacturing. It is 5- 10 times that of ordinary machine tools. China, as a big industrial manufacturing country, CNC machine tools are already necessary equipment.

Chunyu Optics and Qiuti Technology are no strangers. Because these two companies are also one of the necessary lists of the supply chain of major mobile phone brands. For example, these three companies can also be seen on the camera supplier list of Huawei Mate30pro. Of course, although the mayor/market share is high, CMOS is the core technology compared with the whole camera industry chain. Modularization is located in the middle and lower reaches of the industrial chain, and the entry threshold is relatively low. Most domestic enterprises are engaged in camera module business, and the total interest rate is also very low, even the whole industrial chain is only about 10%.

The decoupling theory between China and the United States is getting worse. The United States may have locked in China's technological development through Naoko. What is even more worrying is that not only chips, but also 34 core technologies are stuck in China, and some areas are localized to zero. You can imagine how big the mayor/market space is for the 35 core technologies stuck around his neck. Due to the performance of the chip concept in the A-share market in the past, related concept stocks may also be found. Of course, what we want to see is not only the stock price rise, but a real technological breakthrough. The accuracy of the mask aligner for making chips determines the upper limit of chip performance. According to the latest news, Shanghai microelectronics equipment is scheduled to be delivered to China 28nm immersion mask mask aligner for the first time in 20021year. Compared with ASML, the Netherlands (one of the largest semiconductor equipment manufacturers in the world and a world leader in manufacturing in mask aligner), the delivery time of this technology is less than 20 years, but it has taken a big step in domestic mask aligner manufacturing. Taking Shanghai Microelectronics Company as an example, the successful listing of 28 nm mask aligner will break the monopoly of foreign manufacturers on the mayor/market of mask aligner, the front end of integrated circuits.