Hardware equipment industry

In 2020, China’s chip imports will rise to nearly 380 billion US dollars

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Due to the US ban, Huawei and other companies are preparing chips for shipment. In 2020, China’s chip imports will rise to nearly 380 billion US dollars, accounting for about 18% of the total domestic imports. According to the analysis of official trade data by Bloomberg, in 2020, China purchased nearly US $32 billion of equipment from Japan, South Korea, Taiwan and other places for chip production, an increase of 20% over 2019.

“In the short term, China will rely on imports to improve the level of chip manufacturing.” “China has not yet been able to produce the chip manufacturing equipment needed for advanced processes,” said Wang Dan, a technical analyst at gavekal Dragonomics. But China is investing heavily, and it will take more than ten years to succeed. “

Chinese chip manufacturing companies, such as SMIC, have bought more equipment to make silicon wafers and chips. According to the report of the International Semiconductor Industry Association (semi) in December last year, China has become the largest market for semiconductor equipment in 2020.

As a result of the ban imposed by the United States, Chinese companies reserve chips ahead of time, and China’s chip imports surged by about 14% in 2020. In addition, due to the new crown pandemic, it is forced to work and study at home. The strong demand for PCs has also stimulated the import of Chinese chips and the export of smart phones and PCs.

According to statistics, China’s chip imports of over 300 billion US dollars come from seven major sources, including Taiwan, South Korea, Japan, the United States, Malaysia, the Philippines and Vietnam. Among them, Taiwan companies, including TSMC, have benefited the most.

In 2021, the demand for chips will continue to grow. The international semiconductor industry association predicted in December that global chip sales will increase by 8.4% this year, and TSMC, Intel, Samsung Electronics and other companies will continue to benefit. Chinese chip manufacturers will also continue to buy semiconductor equipment to produce more chips, which will help companies such as Tokyo electronics and ASML to grow sales.

The government has paid enough attention to the dependence on foreign technology, and has taken the self-sufficiency of technology as the national strategic goal.

In order to solve the problem of talent shortage, IC has been upgraded to a first-class discipline this year. Recently, 90 units in China have jointly applied for the establishment of the National Technical Committee for IC standardization, which puts forward the standard of keeping pace with the times for the development of China’s IC industry.

More reading from Lei Feng: trendfocus: in 2018, Q4 global mechanical hard disk shipment fell below 90 million, down 16% year on year JPR: 41% of PC game players are using AMD processor display industry: looking back on 2019, looking forward to 2020, China will surpass the United States to become AMD’s largest market 109% ASML: about 140 photoresist IC’s will be delivered to Chinese market in 2020: Global Semiconductor R & D expenditure will reach US $68.4 billion in 2020, with a year-on-year growth of 5%; global semiconductor industry revenue will reach US $449.8 billion in 2020, with a year-on-year growth of 7.3%; TSMC’s capital expenditure will reach US $17 billion, a record high in 2020 5600x awarded Best cpudscc: 3.1 million folding panels will be shipped in 2020, with a year-on-year growth of 454%. TSMC: it is estimated that in the first half of 2021, the shipment of 5nm process wafers will increase by 20% on a month on month basis. TSMC will produce more than 1 billion chips in 7Nm process. IDC: Dell will deliver 6.359 million pcs in Q3 global PC display market in 2020, ranking first. Amd expects to maintain a compound growth rate of 20% in the next five years

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