At a time of oversupply of chips, China, the largest importer, continued to reduce imports, and the United States panicked

The data just released by China shows that 5 Chip imports fell in January 8.7%, This has been China's continuous 6 Chip imports fell in the last month , front 5 Chip imports fell in the last three months 10.9%, At a time when chip oversupply is becoming more and more obvious , China, the world's largest chip importer, has reduced its chip imports , Undoubtedly, it is very bad news for the US chip, which has the largest share .

The oversupply of chips began to appear in the first quarter of this year , At that time, the chip industry was still looking forward to the continuation of the chip supply shortage, so as to continue to make huge profits , However, Chinese mobile phone companies have given the chip industry a heavy blow , Chinese mobile phones are 2 The sales volume fell sharply in January, which was cut down rapidly 1.7 Million mobile phone orders .

Then guomingpei, a well-known Apple analyst, pointed out that there was a significant inventory of RF chips in mobile phone components , It is estimated that the inventory of RF chips can be used in the future 6-9 Months of demand . However, the chip industry chain was still hard spoken at that time , For the production of lithography machines ASML It indicates that the global chip supply tension continues at least 2-3 year .

However, the situation has worsened , Chinese mobile phone shipments fell sharply in the first quarter , Cut again 1 Orders for 100 million mobile phones , Later, it was reported that Samsung also cut orders 5000 Thousands of , At this time, the situation of the mobile phone industry is undoubtedly very obvious , The demand for chips in the mobile phone industry has fallen sharply .

China is the world's largest mobile phone manufacturer , In addition to the decline in mobile phone sales , TV production in China is also declining , Car sales in the domestic market are also declining , The output of various commodities fell , Finally before this year 4 Chip imports have decreased in the past three months 240 Chip , Now 5 Chip imports continued to decline in January , It means that the demand for chips is still decreasing .

China is the world's largest chip importer ,2021 In, China purchased more than 4000 Billion dollars of chips , It accounts for more than 60% of the global chip market , China's demand for chips has declined significantly , It is undoubtedly very bad news for American chips, which account for nearly 50% of the global chip market .

In fact, in the first quarter of this year, when the global RF chip inventory first appeared , Guomingyu pointed out the two major RF chip enterprises in the United States Skyworks、Qorvo And have begun to pray for Chinese mobile phone enterprises to buy more RF chips , To avoid further squeeze of chip inventory .

But then the global market included mobile phones 、 automobile 、PC、 The signs of recession in industries such as television have caught American chips by surprise , The demand for chips has declined so dramatically . Then came the news that the largest analog chip enterprise in the United States cut prices and sold goods on a large scale , The price cut is nearly 90% , After the Chinese media reported that the company had a chip inventory and cut prices for sale , The chip company began to ask the public relations company to ask the media of various reports to delete the manuscript or delete the name of the company , This shows the anxiety of American chip companies .

Now China, the world's largest manufacturer, continues to reduce chip imports , American chip companies may be more anxious , After all, China is the largest customer of the global chip industry , China's massive reduction in chip imports will lead to a further upsurge in the inventory of American chip companies 、 Decline in performance , So it is not surprising that they pay so much attention to the reports of the Chinese media .

China continues to reduce chip imports , In addition to the current global recession in various industries , It is also related to the steady improvement of China's chip self-sufficiency rate , The data in the first quarter of this year shows that China's three major chip foundries are fully producing , The year-on-year growth rate ranks first among the top ten chip foundries in the world , It shows that China's chip self-sufficiency is increasing , The substitution of domestic chips has also led to a decrease in the number of chips imported from the United States .

Think back two years ago , American chip companies do not give 、 No , Now American chips have begun to sell at a large price , Times have changed , I never thought that American chips would have to be sold on a large scale , This can be said to be lifting a stone and hitting yourself in the foot ？