According to the German media1October 28th, citing reference news 65438+, the data of market research organization Jibang Technology shows that in 20021year, almost 64% of the global chip foundry market will fall on TSMC, which means that this foundry giant will occupy more than half of the global chip foundry market. German media also pointed out that Intel will continue to expand its cooperation with TSMC in 2020, which shows that Intel, which once dominated the industry for a long time, now pays more attention to other upstream and downstream links such as chip design.
In fact, in recent years, TSMC has accepted a large number of American chip OEM orders. According to the financial report analysis, in the recent 10 year, 65% of TSMC's annual revenue came from the North American market (almost from the United States). According to its latest financial report released on June 65438+ 10/4, TSMC's total revenue in the fourth quarter of 2020 was126.8 billion US dollars.
To put it another way, in just one year, about $27.3 billion of chip manufacturing orders flowed out of the United States, which undoubtedly aggravated the risk of "supply failure" of American chips.
It is reported that although American chips account for 50% of the global market share, in recent decades, their chip production lines have already gone overseas. According to relevant data, although the United States currently has powerful chip design companies such as Qualcomm, Broadcom, Xilinx and Apple, only about 10% of the chips are made in the United States, and most of the chip production of American companies depends on Asian chip foundries.
Therefore, American public opinion generally believes that once uncontrollable factors occur, American chips will also be "stuck" and the supply will be interrupted.
American chip giants are increasingly dependent on overseas factories. In contrast, the localization of chips in China is accelerating. As early as last year 165438+ 10, Wei Shaojun, chairman of the integrated circuit design branch of China Semiconductor Industry Association, revealed that China's 28nm chip industry chain is expected to mature within 1 2 years; According to the report released by the relevant departments of Shanghai on October 25th, 20021year/kloc-0, the city will strive to realize the mass production of advanced technologies of 12nm chips.
More importantly, the second phase of the National Fund for the Development of Chip Industry in China will also enter the substantive investment stage. Many insiders pointed out that the investment scale of the second phase of the National Fund will exceed 200 billion yuan. If the leverage ratio is 1:5, the integrated circuit industry is expected to usher in more than one trillion yuan of capital, which provides a time window for China enterprises to catch up with the world-class technology level, and will also usher in a good opportunity for China to build a more advanced and complete independent controllable industrial chain.
In addition, at present, the Chinese Academy of Sciences has included mask aligner, aviation tires, bearing steel and other key materials or equipment with high external dependence in the scientific research list, and will devote itself to overcoming technologies in these key fields in the future; At the same time, China pays more attention to the domestic operating system, and set the goal of "China's chip self-sufficiency rate will reach 70% in 2025" last year.
The market generally believes that with the continuous advancement of chip localization in China, domestic independent chip enterprises will accelerate their development, and the domestic scene of "importing 1.9 trillion chips every year" will no longer exist, thus gradually getting rid of the external dependence of chips.
Text | Liu Topic | Annababy Zeng Map | Rao Jianning Reviewer | Li Zepu