Shulou(Shulou.com)06/02 Report--

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It has been more than 50 years since the birth of the chip. However, over the past few decades, the chip has become the representative product of the most front-end and cutting-edge technology, and even regarded as the most indispensable product in the future science and technology war.

The birthplace of the chip is the United States, but so far in just a few decades, there have actually been two industrial transfers, and judging from the current situation, the third industrial transfer should be ushered in, this time the destination is Chinese mainland!

The first industrial transfer was around the 1970s and 1980s, mainly the assembly industry of the United States was transferred to Japan. at that time, Japan's home appliance industry developed rapidly, and achieved the rapid development of chip industries such as memory, and even for a period of time. Japan exports more integrated circuits than the United States.

The second industrial transfer was around the 1990s, when Japan's economic bubble made it difficult for Japan to support the development of the chip industry, while the United States also began to crack down, so South Korea, especially Samsung, seized the opportunity to increase investment in chips. At the same time, because of the rise of TSMC, Taiwan has separated the design and manufacturing in the chip industry and formed the contract manufacturing industry.

Of course, the transfer of the chip industry does not mean that you can turn if you want, there are at least three prerequisites, you must have these in order to become a chip hegemony.

The first is the huge market demand, the second is to have strong economic conditions, the early stage to be able to tolerate huge investment, and the third is the development of science and technology to a certain extent, can support the R & D talent, technology demand.

It is obvious that at present, China accounts for about 50% of the global chip demand, because mobile phones, computers and home appliances are basically made in China, giving birth to a huge market. As for the economy, science and technology, they are even more fully equipped.

So because of this, we see that China is increasing the construction of the chip industry, investing in memory bases, increasing the scale of chip investment, and has launched plans to achieve a chip self-sufficiency rate of 40% by 2020 and 70% by 2025.

And all this is the opportunity and sign of the third transfer of the chip, don't you think? And it is obvious that Chinese mainland's power on the chip is more comprehensive than the previous two times, from memory to microprocessors, from design to production, involving the whole industry chain.

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