Two years ago, the United States was reluctant to sell chips, but now there are mountains of chips begging China for help

The chip market has undergone major changes , The dominant American RF chip 、 Analog chips and many other industries are begging China to help consume their chip inventories , An analog chip leader even slashed prices by nearly 90% for sale , This is in sharp contrast to their attitude of making obstacles and unwilling to sell chips two years ago .

First of all, the mobile phone chip industry , among 5G RF chips first appeared in inventory , Lead to 5G RF chips appear in stock , In the world 5G Due to the poor commercial progress .

In China 2019 Annual payment 5G License plate , However 3 Years passed , Although China has built 160 Ten thousand seats 5G The base station , Of the world 5G The number of base stations has reached 60% , But this is only China 4G Number of base stations 5 About a third , It is far from perfect coverage of the whole country ,5G Poor network coverage leads to consumers' reluctance to buy 5G mobile phone 、 Use 5G service , The United States 5G Chip companies are looking forward to 5G drive 5G Sales of mobile phones failed ,5G RF chips quickly appear in stock , This is because 5G Cell phone comparison 4G The demand for RF chips in mobile phones is more than twice as high .

After the setback of the mobile phone industry , automobile 、 TV 、PC And other industries have also declined , These industries are all industries with strong demand for chips , Their recession has led to a decline in global chip demand 、 Inventory surged , Even some American chip companies have high inventory levels , And had to cut prices for sale , In order to solve the problem of chip inventory .

Speculators are another culprit that exacerbates the oversupply of chips ,2020 The insufficient supply of chips since has led to a sharp rise in chip prices , Speculators hoarding inventory exacerbated the chip supply tension at that time , However, now there is an oversupply of chips and the price has fallen , Speculators have become the driving force to aggravate the oversupply of chips , It makes it more difficult for American chip companies to sell chips , Exacerbated the chip inventory problem .

In fact, all this is caused by American chip self-sufficiency ,2020 The tight supply of chips since 2019 Measures taken by the United States against Huawei in , Because of Huawei's experience , Companies around the world are worried about chip supply , So we hoard chips to ensure our own production safety , Then speculators joined the hype , The shortage of chip supply is entirely caused by human factors , Not due to market demand .

Statistics display 2020 year 、2021 Mobile phones in the global market 、 automobile 、 TV shipments are lower than 2019 year , Only PC Shipments have increased ; On the other hand, it is self 2019 Since, the world has expanded chip production capacity on a large scale . On the one hand, the demand decreases , On the one hand, the supply of chips has increased , The chip market should be supplied smoothly , However, the practice of the United States has led to a tight supply situation in the chip market .

The U.S. initiative has made American chips enjoy a good life for nearly two years , Texas Instruments is 2021 In, it achieved revenue growth 27%、 The net profit soared by nearly 40% , However, the artificially caused sharp rise in chip prices is ultimately difficult to last , This year, mobile phones 、 automobile 、 TV 、PC After further recession , Chip demand fell further , Chip inventory problems appear , American chips are beginning to suffer from inventory .

In the face of such a situation , American chips understand the importance of China as a big customer , American chips account for nearly 50% of the global chip market , Chips purchased by China account for nearly 60% of the global chip market , If American chips need to solve the problem of chip inventory, we can only hope that China, the world's largest customer , So we can see the phenomenon that American chip companies are slashing prices in the Chinese market .

In the face of such a situation , You can comment on American chips in one sentence , As soon as possible, today is not necessary , At the beginning, relying on the monopoly advantage of chips, I pinched this and didn't sell it 、 Which one doesn't sell , The price is still very high , Nowadays, chips can't be sold , They began to lower their prices sharply, hoping that customers would buy more chips and reduce their inventory , It's a sharp contrast .