In 2016, China's No. 1 semiconductor company, Hesse Semiconductor, had sales of 30.3 billion yuan, or $4.39 billion at an exchange rate of 6.9, while the world's No. 1 semiconductor company, Intel, had revenue of $54.98 billion, a difference of 12.5 times.
Of course, Haisi is a pure design company, no factory, and Intel such design + manufacturing IDM than unfair, then we compare Haisi and the world's No. 1 pure IC design Qualcomm, Qualcomm 2016 revenue of $ 15.4 billion, is Haisi 3.51 times.
In fact, the chip design of Haisi is still based on the ARM architecture, China really counts as a completely independent and controllable chip Longxin, 2015 sales revenue of only 100 million yuan, and Intel is more than 1,000 times the gap.
In the field of chip manufacturing, China's No. 1 manufacturer Semiconductor Manufacturing International (SMIC) had sales of $2.9 billion in 2016, and the world's No. 1 manufacturer TSMC had record sales of $29.765 billion in 2016, a 10-fold gap.
Let's look at the upstream semiconductor production equipment, semiconductor production equipment is not just used to produce chips for electronics, our LED lights, the solar industry also need.
The world's largest company is the United States Applied Materials, 2014 revenue of 7.94 billion U.S. dollars, while China's leading enterprise China Electronics Technology Group, two major research institutes forty-five + forty-eight combined revenue of 809 million yuan, a difference of 63 times (2014 exchange rate in accordance with 6.4). The bad news is that semiconductor production equipment in China's world market share of only 1%.
The good news is that the semiconductor production equipment in the world's major players is the United States, Japan, the Netherlands three, other countries are dregs, our efforts can be mixed to the world's fourth.
What can we see?
In the chip design segment, the gap between us and the world's first is 3.5 times.
By the time we get to chip manufacturing, the gap between us and the world's No. 1 is 10 times.
The gap between us and the world's number one in chip manufacturing equipment is 63 times.
What does this mean, only our downstream domestic demand side is strong, in order to drive the development of the upstream.
2, China's imports of the second largest industrial goods are automobile vehicles and auto parts, imported 74.61 billion U.S. dollars in 2016, accounting for 6.34% of the imports of industrial goods
We'll check the world's top 500 data, the 2016 Fortune 500 announced that the world's highest revenue automobile company, Germany Volkswagen, revenues of 236.6 billion U.S. dollars, and the second in the world was Japan's Toyota Motor Corporation with revenues of $236.59 billion, almost neck and neck. However, China's largest automobile company, SAIC, has a revenue of $106.68 billion. The difference with the world's No. 1 is 2.22 times.
Let's look at auto parts, in 2016, according to Forbes' list of the world's top 100 auto parts manufacturers, the world's No. 1 auto parts company was Germany's Bosch Group, with $44.825 billion in revenue.
There are only two Chinese companies in the world's top 100 auto parts, and one is CITIC Dicastal, with revenues of $2.43 billion, and the gap between the first place is 18.45 times.
3, we imported the third largest industrial goods is instrumentation, 2016 total **** imports of 44.96 billion U.S. dollars, our country, especially in the field of scientific research, is very dependent on imports of high-end scientific research equipment from abroad, although the domestic instrumentation in recent years the development of the very rapid, but in general the gap is still very large, for example, basically the laboratory of high-end scientific research instruments are still dependent on imports.
In 2016, China's instrumentation industry's revenue was only 935.54 billion yuan, while imports of more than 300 billion yuan, this figure is very alarming.
4, we imported the fourth largest industrial products is the primary shape of plastics, imports of 41.32 billion U.S. dollars in 2016, this may be most people did not think of, primary shape of plastics include a variety of chemicals to poly beginning, such as polyethylene, polypropylene, epoxy resins, polycarbonate and so on.
Are there any high-tech products within primary shape plastics? Of course there are, but in general, it's a low-end industrial product.
In 2016, China imported 25.7 million tons of primary plastics, of which 9.943 million tons of polyethylene, then polyethylene products imported from which countries, the Middle East and Southeast Asia countries are mainly, of which Iran accounted for 28% of the first place, Saudi Arabia accounted for 26% of the second place, the United Arab Emirates accounted for 18% of the third place, followed by Singapore, Thailand, Qatar. Basically, they are all third world countries.
5, display panels are the fifth largest industrial products imported by China, total imports in 2016 was 31.85 billion U.S. dollars, due to the front of the primary shape of plastics and instrumentation are a large category, so it can also be said that LCD panels are China's imports of the third largest industrial products.
In 2016, the revenue of BOE, China's No. 1 leading company, was 68.8 billion yuan.
The revenue of Samsung Display, the world's No. 1 display company, was 163.2 billion yuan in 2016 (according to the exchange rate of 165 won to yuan), a gap of 2.37 times.
6. The sixth-largest industrial product imported by China was automatic data processing equipment and parts thereof, which imported $27.83 billion in 2016.
We were playing with desktop computers when we were thinking, host + monitor, on the TM chassis is domestic, from the CPU, motherboard, hard disk, graphics card, sound card, memory sticks are all Taiwan or foreign, this is better today, because the sales of computers for personal use is declining and there are components to achieve the localization of the monitor, for example, the monitor domestic a lot of, Ziguang and Western Digital also set up a There are also domestic companies such as Great Wall Technology Inc. There are also domestic companies such as Great Wall Technology, which had 2016 revenue of 69.1 billion yuan.
In fact, most of today's computer machine and component production takes place in mainland China, with many Taiwanese companies setting up factories there.
7. China's seventh-largest industrial import is unwrought copper and copper materials, which imported $26.38 billion in 2016, though this is mainly a resource-based primary industrial product.
8. The eighth largest industrial product imported by China is pharmaceuticals, which imported $22.09 billion in 2016. In fact, China attaches great importance to the localization of medicines, as it is no small matter to safeguard the health of 1.4 billion people, but there are still medicines that need to rely on imports.
If we add the raw materials of western medicine, then the import amount is as high as 29.562 billion U.S. dollars, which can be ranked in the sixth place
9, China's imports of the ninth largest industrial goods is aircraft and aircraft, imports of 20.3 billion U.S. dollars in 2016, why do we want to independently develop the ARJ21 and C919, because this is imported ranked in the top ten industrial goods.
In civil aviation, if we have to compare ourselves with Boeing and Airbus, we have zero big airplanes.
But on May 5, 2017, we all know what happened, the C919 made its maiden flight.
10, China imported the tenth largest industrial goods is electronic components, imported 20.01 billion U.S. dollars in 2016, this you may have questions, why the amount of imports than we feel lower?
We use the phone inside the most valuable is a variety of integrated circuits (including cell phone processors, DRAM, flash memory, baseband chips, power amplifiers, digital-to-analog conversion, radio frequency devices, etc.), for example, so that South Korea's Samsung and Hynix profits skyrocketed memory chips, this is counted in the integrated circuits imported; and then display panels are very expensive.
Let's compare Murata Manufacturing, one of Japan's top six electronic parts companies, with 2017 projected revenue of 1,225 billion yen, about 75.2 billion yuan, a difference of 26 times.
11. The eleventh largest industrial product imported by China is medical devices, importing $18.405 billion in 2016.
The twelfth largest industrial product imported by China is steel, yes, as the world's largest steel country, there is still some steel to be imported, imported 13.15 billion U.S. dollars in 2016, to say that more is not too much, to say that less is not too much. Steel plates for automobiles are imported more, mainly because some foreign-funded car companies in China also have fixed foreign suppliers.
There is also agricultural machinery, in 2016 we imported imported 12.078 billion U.S. dollars.
Basically, China imports more industrial products, mainly these 13 categories, and other natural and synthetic rubber 8.71 billion U.S. dollars, of which some of the synthetic rubber is high-end products.
How are these industries currently upgrading?
1, there is no doubt that the country's most important is the highest amount, accounting for one-fifth of industrial imports of integrated circuits. This industry, along with the rise of China's downstream electronic brands, has begun to starburst can start a prairie fire trend, of course, due to the base is too low, backwardness will be a long-term phenomenon, we have to be prepared for a long-term battle of the psyche, I'll write a special article about it.
2, automobile and parts industry I'm not too worried about the next decade is China's own brand big comeback of the decade, the domestic parts industry is bound to rise with the independent brand, the first quarter of this year, the domestic auto parts company's performance all in the surge.
3, also driven by domestic electronic brands, domestic panel share in the soaring, while imports of LCD panels are rapidly declining, the peak of more than $ 50 billion in 2012, 2016 has fallen to $ 31.8 billion, BOE's net profit in the even record high
4, aircraft as we all know, the ARJ21 has been commercially available, the C919 is also in the test flight! The future is to be expected, but this industry and integrated circuits, as well, to be ready for 10 years, 20 years of long-term competition.
5, electronic components industry, China due to the rise of downstream brands, driven by domestic electronic components at a rate of 20% growth, an average of four years doubled, but this industry is the same base is low, but also need time, and this I will also spend time to write.
6, instrumentation, as we all know, China's scientific research instruments are highly dependent on imports, in 2016, China's total income above scale instrumentation company only 9355.4 billion, while imports up to 45 billion U.S. dollars, more than 300 billion yuan, in 2016, China's instrumentation company's revenue growth of 9.1%, profit growth of 8.2%, while imports declined 1.13%, the situation is on the positive side. The situation is on the good side, but the gap is still very large, and the space for import substitution is vast.
7, pharmaceutical industry, China's domestic pharmaceutical manufacturing enterprises in 2016 revenue of 2.806 trillion yuan, an increase of 9.7%, profit growth of up to 13.9%, while imports of pharmaceuticals + raw materials for more than 29 billion U.S. dollars, an increase of 1.92%, the growth of the domestic faster than the imports, but also in the import substitution to enhance the trend.
8, medical devices in 2016, China's market size of 370 billion yuan, an increase of 20.1%, while imports in 2016 was 18.4 billion U.S. dollars, an increase of 6.28%, the growth of imports is slower than the growth rate of the domestic market, indicating that import substitution is also in progress.
9, automatic data processing equipment (computers and their components), in 2016, China's exports up to 137.4 billion U.S. dollars, down 9.8%, imports of 27.38 billion U.S. dollars, a decline of about 1%. Huge surplus.
10;, and steel, China's 2016 steel production of more than 1.1 billion tons, while imports of only 13 million tons, mainly from Japan, South Korea, etc., import dependence is only 1%, and Japan and South Korea's imports, a lot of them are also used for the steel used by car companies in China.
11:, domestically produced agricultural machinery, China's agricultural machinery industry value added growth rate of 7.7% in 2016, in 2016, the country's agricultural machinery enterprises above designated size total income from main business 451.639 billion yuan, an increase of 5.8% over the same period of the previous year. Agricultural machinery enterprises above designated size realized a total profit of 25.524 billion yuan, an increase of 351 million yuan over the previous year, an increase of only 1.39%.
Agricultural machinery in the last year is part of the slump, manifested in slow growth in profits, but revenue growth is still 5.8%, compared to the amount of imports of agricultural machinery last year slipped 7.6%, is still in the continuous import substitution.
Of course, it is still the same, the gap is still very large, reflecting the need to import high-end products.
In addition to these major categories of imported industrial products, China also imports a lot of primary industrial products, for example, in 2016, imported pulp 12.24 billion U.S. dollars, textile yarn and fabrics 16.74 billion U.S. dollars, mineral fertilizers and fertilizers 2.41 billion U.S. dollars and so on, these primary industrial products, many of which are from the output of primary industrial factories in the resource countries, China's imports are reasonable, China's development It is better to let the world rain on its parade, which is also the concept that the Chinese civilization should have to achieve a harmonious world of human commonwealth.
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