30 years ago, the United States and Europe produced more than three-quarters of the world's semiconductors, but now their combined output is less than a quarter of the world; in particular, in recent years, the United States veteran chip maker Intel, as well as Qualcomm have been more advanced process to overseas companies OEM, U.S. giants faded out of the chip manufacturing segment, which also exacerbated the outflow of the country's chip industry.
According to the reference news on January 28, citing German media news, market research organization Jibang Technology data show that 64% of the global chip foundry market in 2021 will almost all fall on TSMC, which means that this foundry giant will occupy more than half of the global chip foundry market. The German media also pointed out that in 2020, Intel continued to expand cooperation with TSMC, which indicates that Intel, once a long-time industry leader, is now turning more attention to chip design and other upstream and downstream links.
In fact, in recent years, TSMC has bagged a large number of U.S. chip foundry orders. Through the financial report analysis, the last 10 years, TSMC's annual revenue of an average of 65% from the North American market (almost the U.S.), and according to its latest financial report released on January 14, TSMC 2020 fourth quarter total revenue of $ 12.68 billion, 2020 full-year revenue reached $ 45.51 billion; if according to 60% from the The U.S. market to a conservative estimate, TSMC a year from the United States to earn away 27.3 billion U.S. dollars (about 176.8 billion yuan).
To put it another way, in just one year, the U.S. has about $27.3 billion in chip manufacturing orders outflow, which undoubtedly exacerbates the risk of the U.S. chip "supply shortage".
It is reported that the U.S. chip in the global market share of up to 50%, but in recent years, its chip production line has long been transferred to overseas - relevant data show that, although the United States currently has such as Qualcomm, Broadcom, Ceres, Apple and other strength of the strong chip design enterprises
Therefore, U.S. public opinion generally believes that once uncontrollable factors occur, U.S. chips will also be "necked" in the situation, the supply will face interruption.
The U.S. chip giants rely on overseas factories with each passing day, in contrast, China's chip localization step is accelerating. As early as last November, China Semiconductor Industry Association IC design branch chairman Wei Shaojun revealed that China's 28nm chip industry chain is expected to mature in 1 to 2 years; according to the report published by the Shanghai Municipal Department of January 25th, 2021 the city will strive to achieve the scale of 12nm chip advanced process mass production.
More importantly, the development of China's chip industry, specifically for the National Chip Fund II will enter the substantive investment stage, and many industry sources pointed out that the National Fund II investment scale will be more than 200 billion yuan, if in accordance with the 1:5 ratio of prying IC industry is expected to usher in more than a trillion dollars of funds into the field,
The Chinese government has been working on the development of the chip industry in the past few years, and has been working on the development of the chip industry.
In addition, the Chinese Academy of Sciences has been photolithography, aviation tires and bearing steel and other foreign dependence on key materials or equipment included in the list of scientific research, the future will be committed to tackling these key areas of technology; the same time, the country's domestic operating system is also more important, and last year set "China's chip self-sufficiency to reach 70% by 2025," the goal. 70%" goal.
The market generally believes that, under the continuous advancement of China's chip localization, the domestic independent chip enterprises will accelerate the development of China's "annual imports of 1.9 trillion yuan chip" scene will no longer exist, and gradually get rid of the chip foreign dependence.
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