China: 2025 semiconductor self-sufficiency rate, forecast of only 19.4%: IC Insights
-“US returns to domestic semiconductor self-sufficiency”-
US research firm IC Insights:
In January 2021, it summarized the forecast that “China’s semiconductor self-sufficiency rate will remain at 19.4% in 2025.”
China’s semiconductor self-sufficiency rate:
Chinese semiconductors rely mostly on the production of foreign companies.
Already in 2015, it had set a goal of raising the semiconductor self-sufficiency rate as of 2025 to 70%.
However, IC Insights summarized in January this year, “Forecast that it will remain at 19.4% even in 2025.”
This forecast divergence is large:
China’s semiconductor self-sufficiency rate of 70% is actually projected to stay at 20%. ..
“Wow, it’s less than one-third of the goal.”
A big mistake has been made in the course of development of the Chinese economy.
Depends on foreign manufacturers:
Taiwan Stacked Circuit Manufacturing (TSMC) and
Korean SK Hynix, Samsung, etc.
The Chinese bases of overseas manufacturers produce most of the semiconductors in China.
“The self-sufficiency rate of Chinese companies themselves is only 10%, which is a dire situation.”
The Nihon Keizai Shimbun (April 28) reported.
China Semiconductor Industry Association:
In 2020, China’s semiconductor imports will amount to 350 billion dollars (38 trillion yen).
Hard-line measures by the Chinese government:
US sanctions have raised concerns about stagnation in China’s semiconductor production.
The Chinese government has embarked on “hard measures to replace domestic parts for Chinese companies” in order to deal with procurement instability.
Chinese semiconductor company, tacit understanding:
There is a tacit understanding in the Chinese semiconductor industry.
In the expansion of semiconductor equipment,
More than 30% of manufacturing equipment
Must be procured from a Chinese vendor.
China’s big worries:
The Chinese government is aiming to raise the domestic production rate.
However, Chinese semiconductor makers cannot hide their confusion.
Originally, there is no technological base for semiconductor manufacturing.
This is a problem facing China, an emerging semiconductor country.
Dependence on US:
China is trying to reduce its dependence on the United States.
However, technological progress cannot be accelerated without utilizing US technology.
the United States Attitude to separate China:
The United States has invested $ 50 billion in domestic semiconductor production and R & D.
Furthermore, it is in a position to separate China.
China’s “competition with the United States, the home of semiconductors,” is a reckless attempt.
World view of hisayoshi Katsumata
http://hisayoshi-katsumata-worldview.com/archives/26312300.html