ã€World Wide Web Reporter Zhang Zhiying】 "Fortune" is about to publish the latest issue of the magazine in March to discuss the Chinese chip industry. Judging from the information released so far, the United States is very worried about the Chinese government's chip subsidy policy, and even worried that the future chip industry will be surpassed by China.
"Semiconductor" is the cornerstone of modern electronic technology. From mobile phones, smart devices, satellites, to advanced weapons systems, computer chips have given all kinds of devices a powerful capability. Now it has become one of China's newest industrial goals. From 2015 to 2025, the government will fund the domestic chip field with 150 billion U.S. dollars.
Although half of the $340 billion in semiconductor sales each year are sold to U.S. technology giants such as Intel, Qualcomm and Apple, we may soon find that the industry itself is facing a crisis. Wealth believes that anyone familiar with the history of Chinese industry is aware of the low-priced steel or solar panels that have flooded the market in recent years. Therefore, we would not be surprised that China has repeated the same strategy: subsidizing local companies and then flooding into the global market. , conduct price competition.
According to a report released by the U.S. government in January, such a policy has distorted the market, weakened U.S. market share, and because chips are used for important infrastructure, it will put U.S. security in crisis. Earlier this year at the hearing of the U.S. Department of Commerce, U.S. investor Wilbur Ross mentioned that he was very, very worried about this happening.
The last question: Will American companies fight back? According to Fortune, it is not necessarily.
According to reports, China is the world's largest chip market. Although its total global sales account for less than 10%, non-Chinese companies have little choice but must cooperate with companies backed by the Chinese government to enable them to Continued contact with Chinese buyers. Intel, Samsung and TSMC have already invested billions of dollars in Chinese domestic projects, joint ventures, and factories.
In the short term, the above ideas are good. However, this may not be the case in the long term. IDC industry analyst Mario Morales believes that chip makers should worry, "China is expanding so fast." One example is Huawei. "Soon they will go all the way and even surpass us."
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