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US chips have been turned one after another, regretting the original approach, and chip subsidies will not change the situation

Posting time:2022-12-06 02:31:53

US chips have been turned one after another, regretting the original approach, and chip subsidies will not change the situation

Qualcomm's development in the mobile phone chip market is not smooth. In desperation, it will develop the server chip business again. In the future, the income obtained by the mobile phone chip business will gradually decline. This is not the first US chip to announce its turn. Previously, Intel, the largest chip company in the United States, also announced The RISC-V architecture will be developed, which highlights the dilemma of American chips that once monopolized the global chip market. In fact, a few years ago, American chips have gradually shown a decline. In the early years, American chips had occupied more than 70% of the global chip market. By 2019, the share of American chips had fallen below 50%, which is where In 2018, the United States brazenly took action against Huawei, which made China's manufacturing industry feel the pressure. Since then, Chinese chips have begun to vigorously develop the chip industry. Over the past few years, Chinese chips have made great progress. In the first seven months of this year, chip imports decreased by 43 billion, while chip exports increased by more than 20% in the first half of the year. , showing that the substitution of domestic chips has made significant progress, and domestic chips have not only replaced American chips in the domestic market, but also have international competitiveness, while exporting overseas markets has seized the market of American chips. It is reported that Huawei's upcoming mate50 mobile phone uses domestic chips in a variety of chips, including radio frequency chips, filters, and fast charging source chips. These chips have broken the monopoly of the United States, which was previously owned by the United States and Japan. With a market share of 95% in the filter market, the filter monopolizes the 5G radio frequency chip. The RISC-V architecture pushed by domestic chips has also made great progress in the past three years. In July, RISC-V executives said that the RISC-V architecture chip exceeded 10 billion chip shipments, which was 10 billion more than ARM that year. Core shipments are five years earlier, and the RISC-V architecture has taken the lead in the IoT chip market, forming a tripartite trend with ARM and Intel's X86 architecture. Qualcomm, which was mentioned at the beginning of this article, has held the dominant position of global mobile phone chips for more than ten years. However, due to the actions of the United States, Chinese mobile phones have greatly increased the adoption of MediaTek chips. In 2020, MediaTek surpassed Qualcomm in the global mobile phone chip market for the first time. China The mainland-based chip company UNISOC also achieved a 100-fold increase in chip shipments, and Qualcomm's leading edge in the mobile phone chip market was quickly weakened. Intel's lead in chip architecture has been weakened, and the ARM camp has invaded the PC market and server chip market. Among them, China's Huawei and Alibaba Pingtou are the ones that promote ARM's breakthrough in the server chip market. Apple leads ARM to enter the market. In the PC market, Intel, under pressure, chose to support the RISC-V architecture pushed by Chinese chips in order to compete with ARM. The headquarters of RISC-V company is now in Switzerland, but 12 of the 19 senior members of RISC-V are Chinese chip companies. The chip has obtained the patent advantage of the RISC-V architecture, and the addition of Intel will promote the RISC-V architecture to be further recognized by global chips, which will weaken the leading advantages of X86 and ARM dominated by the United States. In addition, analog chips and RF chips developed in China are also vying for the US chip market. The leading analog chip companies and RF chip companies in the United States have reported a surge in chip inventory in the first half of this year. In order to clear the inventory, they had to cut prices significantly Up to 90% sell off. Seeing that the leading edge of American chips has been weakened, the United States recently introduced more than 50 billion US dollars in chip subsidies, hoping to promote the development of American chips. However, Intel, which is expected to receive most of the subsidies, has turned to develop a mature process of 16nm instead of accelerating advanced technology. Intel's 20A and 18A processes, in terms of mature processes, Chinese chips have progressed to 14nm, so after the US chips received subsidies, they did not further enhance their innovation strength, but turned to compete in the mature process market. Naturally, it is difficult to ensure a competitive advantage. Perhaps the United States has regretted its original approach, because its original approach accelerated the development of Chinese chips, and pushed Chinese chips to break too many gaps in more than three years, and then became a competitor of American chips in the global market. Today, the United States The introduction of chip subsidies, while the US chip companies are still reluctant to make progress, the consolidation of US chips' leading edge may become empty talk.

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