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In 2025 we have to achieve 70%chip self -sufficiency rate! Foreign media: You can't, 21.2% in 2026

via:新浪科技     time:2022/5/22 18:04:34     readed:65

As we all know, there is a big plan for domestic chips, that is, 70%of the self -sufficiency rate in 2025, thereby getting rid of dependence on foreign countries and achieving a certain degree of self -sufficiency.

So is this goal easy to achieve? Recently, a world -renowned institution has issued a data, which tells us that it is impossible. By 2026, we can only achieve a self -sufficiency rate of 21.2%.

As shown in the figure above, this is the size of Mainland China chip market from 2010-2026, and the chip value trend chart produced by mainland China.

It can be seen from this picture that in 2021, the domestic chip market size was about 186.5 billion US dollars, while the chips produced in mainland China were only $ 31.2 billion, which was about 16.7%of the self -sufficient rate.

It is predicted that in 2026, the size of the chip market in mainland China will reach US $ 274 billion, but the chip value produced by mainland China is only 58.2 billion US dollars, accounting for about 21.2%, which is also the self -sufficiency rate of chip.

What is even more surprising is that IC Insights also issued another data, that is, among the $ 31.2 billion chips produced in mainland China in 2021, only 39.4%of the mainland enterprises manufactured, and the total value is about about about 39.4%. $ 12.3 billion, accounting for only 6.6%of the domestic chip market.

Other overseas companies in mainland China, such as Intel, UMC, TSMC and other companies, have produced 60.6%, worth $ 18.9 billion, accounting for 10.1%of the total domestic chip output value of 187 billion.

Of course, when these data areas, everyone may think that it is found that we have imported more than 440 billion U.S. dollars in 2021. How can the Chinese market chip size is only 186.5 billion US dollars?

In fact, this is because so many chips imported in itself are not consumed by the Chinese market. For example, the A15 chip in Apple's iPhone is imported, but in the end Apple's iPhone is sold in China. 80%of them only turned around in the Foxconn Factory, and finally exported it again. This is not a chip that really consumed in the Chinese market.

The 186.5 billion US dollars of chips refer to chips that really consume in the Chinese market. The products that must be made by chip itself and chips are sold to the Chinese market.

Of course, there is another problem in it, that is, the chip of the domestic manufacturer of domestic IC factories to find foreign manufacturers, is it considered in the self -sufficiency rate? For example, some domestic chips for finding the core and TSMC foundry are not produced in the mainland, but it is also a domestic core.

But it is undeniable that although the data of IC Insights is a bit exaggerated, it can still spill me a little cold water and let us soberly, that is, the Chinese core still has to work hard. The current results are worse than the goal. Far.

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