芯片战彻底输了！4000亿利润送给美国，外媒：恐有灭顶之灾
The chip war is completely lost! 400 billion profits are given to the United States, foreign media: there may be a catastrophe
Recently, the United States has frantically suppressed China in order to maintain its dominance in the fields of science and technology, military, and economy. What's even more funny is that the United States has also found a high-sounding excuse for its despicable behavior, which is to maintain the "national security" of the United States.
Look at how rascals Americans are! In order to deal with China's chip industry, the United States introduced a $52 billion subsidy "Chip Act", officially launching a "chip war" against China.
This gives the feeling that China's chip industry has threatened the hegemony of the United States. However, the reality is quite cruel.
The chip industry chain is the most complicated in all fields! Take the link of chip manufacturing as an example, dozens of hundreds of materials, hundreds of equipment, and thousands of processes are required!
Moreover, the construction of an advanced chip production line requires an investment of tens of billions of dollars at the beginning, which is beyond the reach of ordinary countries. It is said that Ms. Dong once said that she would spend 50 billion to make chips, but in the end she became a laughing stock!
Image As can be seen from the picture above, the best in the United States is EDA, IP, equipment, IC design, etc. In particular, EDA has won 95% of the market, IP has won 52% of the market, equipment has won 44%, and design has won 47%. The United States overall took a 39% share, which is really far ahead.
As for mainland China, the best is packaging and testing, with a 14% share, followed by manufacturing, but only a 7% share. Others such as EDA, IP, and manufacturing equipment performed very poorly, with an overall rate of only 6%.
In other words, Chinese chips not only account for less than 10% of the total, but are also restricted by Western countries in the United States in terms of EDA, IP, and manufacturing equipment. Therefore, if it is a normal country, it should be able to see that China currently does not have the strength to threaten the hegemony of the United States.
However, the United States now has suffered from China phobia, and even fought against China. The US "Chip Act" not only requires semiconductor companies to build factories in the United States, but also requires not to increase investment in China. The ultimate goal of the United States is to completely isolate mainland China from the global semiconductor industry chain! I have to say, this trick is really vicious!
However, China is the world's largest consumer market for chips. In 2022, global semiconductor sales will increase by 3.2% from US$555.9 billion in 2021 to US$573.5 billion. Among them, the amount of chips imported by China accounted for 72.5% of the global semiconductor sales market, reaching 415.6 billion US dollars.
In this way, the United States is not only crazy, but also quite stupid! Because, no country in the world has such a huge market that can absorb the global chip production capacity.
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Chips are a very money-burning industry. Therefore, if the chips from the United States and Western countries cannot be sold, what awaits them is to close down and talk about sanctions against China!
The most typical victim is South Korea.
Although Yin Xiyue has just visited the United States and seems to have picked up a little bargain from Biden, the nightmare in South Korea has already begun.
According to Yonhap News Agency, the "Import and Export Trends in April" data released by the Korean Ministry of Industry, Trade and Energy on May 1 shows that South Korea has experienced a trade balance deficit for 14 consecutive months!
Among them, exports to China experienced the largest drop in the first quarter, down nearly 30%. It is mainly dragged down by the sluggish semiconductor exports - in April alone, South Korea's semiconductor exports fell by 41% year-on-year. Chips are one of South Korea's most important exports and are also the largest source of South Korea's trade surplus with China. Therefore, it is quite normal for South Korea to have a trade deficit in the face of a sharp decrease in chip exports.
However, in this way, Samsung Electronics will soon be unable to bear it! In the first quarter, the company's operating profit plummeted by 95% year-on-year! This affects workers' wages, resulting in a significant reduction in their income. On May 4, the Samsung Electronics National Trade Union warned that union members may strike on a large scale due to wage disputes, which will make the company even worse!
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At the same time, the United States also started. When Samsung Electronics announced that it would invest 200 billion U.S. dollars to invest and build factories in the United States in order to obtain huge semiconductor subsidies from the United States, they discovered that the US subsidies are just a poisonous pill coated with sugar.
Because, in order to obtain these subsidies, companies must not only submit general business information, but also submit sensitive core business secrets such as semiconductor "yield rate"! But once these core materials are handed over, the fate of the company is basically beyond their control.
However, what shocked the United States is that while the United States and its allies sanctioned China's chip industry, related Chinese companies have achieved rapid growth.
For example, the Shanghai Silicon Industry Group, which sells wafers to chip foundries, is one of the beneficiaries. According to its annual report, the company's revenue will reach 3.6 billion yuan in 2022, an increase of 46%. Another company, North Huachuang Technology Group, also benefited a lot. Revenue in 2022 will also increase by 51.7% over the previous year, reaching 14.7 billion yuan.
It can be said that it is the US sanctions that have promoted China's ambitions in the field of semiconductor technology and helped Chinese equipment manufacturers achieve a substantial increase in revenue. This will make them stronger and more confident, carry out research and development in the chip field, and accelerate to catch up with the United States!
Not only that, China's countermeasures have also begun!
In the "China Export Prohibited and Restricted Technology Catalogue" issued by China, lidar, silicon wafers, rare earth and related technologies are included in the list. Rare earths are an important raw material for sanctions chips, so this will further increase the cost of chips in the United States. Let's see how long they can last!
In addition, my country has started a security investigation on the US semiconductor giant Micron! This shocked the United States quite a bit! Because, the United States has always believed that China did not dare to take the initiative to sanction American semiconductor companies, because China cannot do without American technology. However, the United States is too narcissistic. Today's China already has enough strength to say "no" to the United States!
At this time, look at the United States, which Yin Xiyue called a benefactor, even asked South Korea not to take the opportunity to occupy Micron's market share in China! This is clearly to kill Samsung completely!
However, Australia, which followed the United States and made irresponsible remarks about China's internal affairs, lost most of its market share in China to American companies. With such a comparison, we can see what kind of country the United States is!
The more vicious ones are yet to come!
A few days ago, according to the "Han Minzu News" report, the US technology company's intellectual property infringement case against South Korea's Samsung Electronics, the final judgment was released. As a result, Samsung Electronics was fined 400 billion won! However, Samsung Electronics only earned 600 billion won in the first quarter, but it has to pay a fine of 400 billion won to the United States. Is this forcing Samsung to close down?
In fact, regardless of the fact that the Korean chip industry is more dominant than China, Korean companies are subject to the advanced technology of chip design in the United States upstream, and downstream rely on China, the world's largest chip market. Therefore, the smartest way for South Korea is not to offend both sides, so that they can make a fortune silently!
However, Xiao Yinzi only showed a smiling face to Biden, and was as cold as ice to China. This is clearly self-harm! Moreover, if the United States forces South Korea to "decouple" from China in the semiconductor industry, what awaits South Korea will be a catastrophe!
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