Chinese semiconductor industry
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coolieno99
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More good news. Xiaomi is still the leader in smartphone sales in India. Xiaomi led India smartphone shipments for 15 consecutive quarters. Those Indians sure know how to boycott Chinese products..
Not particularly good for the Chinese semiconductor Industry though. Unless Xiaomi is selling Xiaomi designed chips with these phones.
Via Broadsword Well turn out China is no 4 in ranking Not bad for late starter. Soon she will eclipse Japan
China Now Produces One Billion Chips a Day
By Anton Shilov about 3 hours ago
It's an all-time record.
Chinese semiconductor manufacturers produced over one billion of chips every day in June, which was an all-time record. Yet, while local chipmakers set records, it is not enough to meet demand of Chinese manufacturers that import the vast majority of semiconductors they use.
171.2 Billion ICs Made This Year So Far
Chinese makers of semiconductors (including makers of memory and logic components) produced 30.8 billion of chips in June, which was a 43.9% increase from the same period in 2020, according to the National Bureau of Statistics, reports Southern China Morning Post. In May, Chinese manufacturers produced 29.9 billion of ICs. In the first six months of the year Chinese makers produced 171.2 billion of semiconductor up 48.1% year-over-year.
Without any doubt, 30.8 billion of chips made in a month is a lot. Yet China imported 51.9 billion semiconductors in June, which means that the country could fab around 37% of its semiconductor needs, which means that it has formidable installed capacity, but is quite self-sufficient as far as chip supplies are concerned.
Catching Up with Japan
Earlier this week, IC Insights released its Global Wafer Capacity 2021-2025 report which revealed that Taiwan, South Korea, and Japan are the world's top three nations in terms of capacity, controlling well over a half of global semiconductor output.
(Image credit: IC Insights)
Summary
Chinese semiconductor industry has made an extraordinary progress in the last 20 years and it is not running out of steam, it is set to grow further and will probably replace Japan from the top 3 spot in IC Insights' this year or next.
Yet, because Chinese logic producers are at least five years behind industry leaders like Intel, TSMC, or Samsung Foundry, it unlikely that the country will be able to produce advanced CPUs or GPUs any time soon. Nonetheless, even now the local logic industry can satisfy demand of many Chinese chip designers.
It's not like a distant 4th or anything like that. Taiwan and SK are neck to neck while Japan and China are not too far behind with similar market shares. And China grows so fast, being the largest semiconductor market and all. With the on-going investment boom in fabs and in semiconductor in general, it's not difficult to image that China will be the largest semiconductor producer in the world within this decade. Much like what Chinese flat panel display manufacturers have already achieved.
Some years in the future, we will look back and realize that the US sanctions on Huawei and subsequently other Chinese companies were the turning point. We will have the US government to thank for.
In this struggle, as long as you are not losing ground, it is a good thing.
Even if Xiaomi is no using Chinese chips, it is still working its integration muscle, and taking market share.
And ultimately, those expertise. whether in integration, marketing or sales are still being formed and retained in China.
It will be two or three years at most comrade, when China becomes the world's largest semiconductor chip manufacturer by volume.
All they need is capacity and build fabs.
Once the fabs are built, they will just sell the chips into the home market, because the worldwide supply chain in IC has proven to be not 100% reliable, and that is bad for business.
It could happen even sooner by this year. China is a big place and no one really knows what is going on.
That's why they made Liu He the co-ordinator of this effort. If someone guy was going around China trying to figure out the state of the industry, Chinese IC companies would not be too interested in speaking about it. Since Liu He was sent by the emperor, then everyone will talk.
I don't think the US has even begun to realize how badly it dun goof'd with its semiconductor sanctions. China having an indigenous EUVL capacity does a lot more than just give it technological independence, it allows it to use its massive share of the semiconductor market coercively. Armed with its EUVL fabs, the Chinese government can phone up the CEOs of Qualcomm et al. and tell them that if they want to continue selling chips in China, i.e., selling chips at all, they'd better use Chinese fabs to make those chips.
China can use a complete semiconductor tech tree to leverage being the largest semiconductor consumer to become the largest semiconductor producer almost overnight.
China can use a complete semiconductor tech tree to leverage being the largest semiconductor consumer to become the largest semiconductor producer almost overnight.
In quantum science, it has been generally believed that the US leads in quantum computing while China in quantum communication. Early this year, when USTC announced the fastest quantum computer in the world, some US experts still doubted it was a viable quantum computer because it was a photonic one and is non-programmable and thus was inferior to Google's Sycamore. With the latest advances in China, particularly the Zuchongzhi system, it is clear that it is the current most powerful programmable quantum computer in the world, beating Sycamore.
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