The supply of chips has turned to excess, and the daily output of Chinese chips has increased to 1billion, which will make it more difficult for foreign chips

Statistics show that in the first half of this year, the number of chips produced in China has increased to 1700 Million star , The average daily output is only 10 Billion pieces , The rapid production increase of Chinese chips has surprised the overseas industry , In the current situation of global chip oversupply , China's massive increase in chip production has worried overseas chip companies .

from 2014 Since the establishment of the integrated circuit industry fund in China , China's chip industry has entered a stage of rapid growth , Thousands more in just a few years , Many industries involving chips , Constantly meet the needs of many domestic industries for chips .

In recent years, China has gradually realized that chip manufacturing has become a short board , Therefore, the chip production capacity is greatly increased ,2021 In, the lithography machines purchased in China accounted for a large proportion of the lithography machine manufacturers ASML One third , And has become ASML Our number one customer , Even large-scale procurement of second-hand lithography machines from Japan , As a result, the price of second-hand lithography machines in Japan has tripled .

With the efforts of all parties in China , Chip manufacturing is being patched up , to 2021 In, China's share of global chip production capacity has increased to 15%, Tied for third place with Japan , The proportion of chip production capacity in the United States fell to 12% And ranked fifth , It can be seen that China's growth rate in chip production capacity .

With the enhancement of chip design and chip manufacturing capacity in China , Domestic chip self-sufficiency has been greatly improved , Before this year 4 The number of chips imported by China has decreased in the past three months 240 Million star , And SMIC, China's largest chip manufacturing enterprise, is investing more than 100 billion to further expand production capacity , It is expected to further improve the chip self-sufficiency , Expect to 2025 The chip self-sufficiency rate of 70% will be achieved in .

China is the largest chip purchaser in the world ,2021 In, China purchased more than 4000 Billion dollar chip , It accounts for more than 60% of the global chip market , The improvement of chip self-sufficiency rate in China , It has worried overseas chips , Worried about chip sales , Just at this time, the global chip supply has shifted from insufficient supply in the past two years to excess supply .

At the beginning of the year, Guo mingpeng, a well-known Apple analyst, said that there was an oversupply in the mobile phone industry chain , at that time ASML Wait for overseas chip related enterprises to reply hard , It is believed that the insufficient supply of chips will at least continue 3 year , However, after the mobile phone chip , The sharp decline of industries such as automobiles , Further exacerbated the problem of chip oversupply .

Recently, there has been a massive sell-off of analog chips from the leading analog chip companies in the United States , The price of some analog chips fell by nearly 90% , Let the industry realize that the oversupply of chips is not the prediction of analysts , It's what's happening , At this time, the world's largest buyer of chips -- China's chip production capacity continues to strengthen , Let's surprise overseas chip peers .

In recent years, China has not only increased its chip manufacturing capacity on a large scale , Many economies around the world are strengthening their chip manufacturing capacity due to concerns about the security of chip supply , Europe has also launched a plan of tens of billions of dollars, hoping to account for nearly 20% of the global chip production capacity in the future , In more than two years, the global planned chip production project has reached 86 individual , And one of the 35 Has been put into production , The sharp increase in chip production capacity in China is just one of them , The growth of global chip production capacity may have far exceeded the market demand , Falling chip demand , I'm afraid the oversupply of chips will get worse .

The result of all this actually began in the United States 2019 Actions taken against Huawei in , Since then, all economies in the world have realized that chip supply was not free , There may be supply disruptions due to some factors , Triggered this global chip capacity expansion competition , Nowadays, there is an oversupply of chips , Undoubtedly, American chips suffer the most .

It can be expected that with China 、 Chip production capacity in Europe and other economies is gradually released , The oversupply of chips will only become more serious , American chips, which account for nearly 50% of the global chip market, may become the biggest victims , It can also be said that the United States picked up a stone and hit itself in the foot ？