Sino-US technology competition may be a development opportunity for the Chinese chip industry

China has become the world's largest manufacturing country. A lot of recent news between China and the United States proves that the rise of China's science and technology industry needs independent innovation to achieve long-term development. The chip industry is the upstream industry of the manufacturing industry. In the current environment, the chip industry may be Is ushering in opportunities for development.

China has the foundation for developing chips

China is the world’s largest manufacturing country and has huge demand for chips. The annual procurement of chips accounts for about 50% of the global chip market. Such a huge market is a fertile ground for the development of the chip industry.

Relying on this huge market, China is gradually developing its globally-renowned enterprises. These companies moving to the international market are increasingly recognizing the importance of core technologies and intellectual property rights. They have begun to actively invest a lot of resources in scientific and technological R&D. Core competencies are becoming the focus of sci-tech enterprises. In recent years, Chinese companies have repeatedly entered the top rankings in terms of PCT patent applications, which all reflect Chinese companies' strength in core technology R&D.

In terms of human resources, China has always been a large country that attaches great importance to education. It has produced a large number of scientific and technological R&D talents each year, and as this country is rapidly advancing and the ongoing industrial upgrading has provided a lot of opportunities for talents to attract global excellence. Talent added.

In the chip industry, China has made some achievements. In the current mobile phone, tablet computer, and wearable device industries that have attracted much attention, chip design companies in the industry have been created. Some chip companies such as Rockchip and Spreadtrum have become internationally renowned companies. Google, Samsung's chip supplier, Huawei Hass is gradually catching up with the mobile phone chip leader Qualcomm in technology, Huawei Hass is also providing chips for the company's communications equipment.

In terms of the storage chip industry, China has already started. Yangtze River Storage, China's three major storage chip companies, Hefei Changxin, and Fujian Jinhua are stepping up their construction of their storage chip factories. Now they are beginning to deploy production machines to start production this year. Memory chip. In addition, in the CMOS and other areas through the acquisition of the world-renowned OmniVision obtained the basic technology, the Chinese chip industry laid the foundation for many industries.

Sino-U.S. technology competition provides opportunity for Chinese chip industry to develop

As early as several years ago under the influence of prismatic doors, China recognized the importance of the chip industry for information security. In 2014, it established the IC Industry Fund to support the development of the domestic chip industry and made China aware of the Sino-US technology competition. Under the circumstances of the importance of independent innovation, China’s support for the chip industry will inevitably increase further.

In the past few years, China has attracted a large number of overseas scientific and technological talents to return. It is precisely because here provides extremely rich entrepreneurial opportunities and the country attaches great importance to the chip industry, and now it is now a highly prosperous chip under the influence of Sino-US technology competition. The industry will be further developed, which will help attract more talents and accelerate the development of this industry.

For enterprises, the US ban on ZTE has given them a wake-up call. They should prepare themselves for a trail at any time. They should not be completely consigned to relying on foreign companies. In this regard, Huawei is clearly the most forward-looking of these companies. one of. Many years ago, Huawei was far less involved than Ericsson, Alcatel, etc., in the chip industry to develop chips for its own communications equipment. In 2004, Huawei was established as Hass. Today, Huawei is in the background of competition between China and the United States. Huawei became an important card for Huawei; Huawei continued to develop its own mobile operating system in 2012 while Google continued to tighten its control over Android.

The impact of competition between China and the United States is bound to force companies to pay more attention to R&D of core technologies, and the chip industry, which is one of the key core technological competitiveness, will become an important investment aspect of the company. The recent announcement of Alibaba’s development of its own AI chip can be seen These internet companies have paid more attention to the chips and will achieve more achievements on the basis of the achievements that have been achieved so far.

For a country or a company, isn't the crisis a chance? Perhaps the urgency brought about by the Sino-American technological competition has become an opportunity for the development of China's chip industry. China, which already has the foundation of the chip industry, may enter a new stage of independent innovation and development.