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Cut the order by 146.8 billion! Semiconductor industry comprehensive "reshuffle", SMIC bet on the right!

via:新浪科技     time:2023/5/16 16:01:11     readed:141

Due to a series of reasons, the global semiconductor industry is facing a comprehensive reshuffle. More and more countries and regions begin to weaken their dependence on American technology and develop an independent and independent semiconductor industry chain. to get rid of the influence of the external chip supply chain.

In this context, the replacement rate of domestic chips is also accelerating, especially after the United States joined forces with Japan and the Netherlands to further tighten the shipment of advanced chip equipment in the first half of this year, which has further stimulated the development of the domestic semiconductor industry chain.

According to the data released by the General Administration of Customs a few days ago,According to the data released by the General Administration of Customs a few days ago,

This set of data shows two reasons. On the one hand, the global semiconductor market has indeed suffered a huge impact, and there has been a serious oversupply. After all, the demand for mobile phones, computers and other electronic products has fallen sharply.

On the other hand, the substitution of domestic chips has been put forward, and the sanctions of the United States have caused many Chinese enterprises to have long-term and short-term worries, and have successively invested in the process of domestic substitution, and made very bright achievements.

The decrease in the number of imported chips can also reflect the improvement in the utilization rate of domestic chips. Huawei, Xiaomi, vivo and other manufacturers have achieved comprehensive domestic substitution in some areas, which is also one of the main reasons for the sharp decline in the number of imported chips.

In fact, we can also draw a conclusion from the achievements of TSMC and SMIC.TSMC had previously predicted that the highest revenue in the second quarter of this year would be $16 billion, which would decline both year-on-year and month-on-month.It also announces that TSMC's performance of sustained substantial growth compared with the same period last year has come to an end.

In contrast, SMIC has good news now, although SMIC also experienced a decline in revenue in the first quarter, with a capacity utilization rate of only 68.1%.But at SMIC's latest performance meeting,Officials have made it clear that capacity utilization has returned to 100%.

It is understood that the first application field of the fully loaded order is the display panel driver IC, mainly mobile phones, a small part of the display, as well as related image sensors, LED driver chips and so on, and the order quantity basically comes from domestic enterprises.

The reshuffle of the semiconductor industry has also greatly stung TSMC, ASML and other enterprises, according to media reports.TSMC's capital expenditure will be cut to $28 billion-32 billion in 2023, and ASML, a big Dutch lithography machine maker, has also suffered heavy orders as a result of TSMC's cuts in capital expenditure.

It is reported that TSMC's orders for ASML in 2024 will be reduced by 40% compared with the same period last year, while semiconductor manufacturers around the world have suffered an unprecedented Waterloo.

Storage wafer factories have cut capital expenditure one after another, SK Hynix cut 50%, Micron cut 40%, logic fab will also cut capital expenditure, TSMC may cut 12%.

In contrast, SMIC has not only recovered its capacity utilization rate to 100%, but even made urgent orders, so SMIC is bucking the trend against the background of the global semiconductor industry recession.

Throughout 2022, the capital expenditure of the world's major fabs was much lower than expected.SMIC plans to spend $5 billion on capital in 2022, but actually spends $6.6 billion.

According to SMIC's financial report,By the end of 2022, the monthly production capacity equivalent to 8 inches had reached 714000 pieces, and the annual capacity utilization rate was 92%.By 2023, SMIC's capital expenditure has not been cut, and is expected to be roughly the same as in 2022.

SMIC has gone so safely because it has made the right choice. At a time when the United States continues to hinder the development of China's semiconductor industry, SMIC is determined to comprehensively layout mature processes such as 28nm.

With the continuous expansion of Chinese enterprises' investment in the semiconductor field, there are more and more chip products, plusWith the promotion of new energy vehicles, smart homes and other related industries, the future of China's semiconductor industry has become clear.

However, although we have made some achievements, we cannot be arrogant at this stage. We still need to work hard to overcome the core difficulties such as lithography machine and EDA, so that we can really control the core in our own hands in the future. What do you think of this? you are welcome to comment, like and share.

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