2021 continues the entire industry chip shortage tide domestic substitution problem when to solve?
China's chip industry has encountered a shortage crisis. Since the second half of last year, not only PC、 the consumer electronics field has been affected, but also the automobile industry is facing the test of shortage. At the beginning of 2021, the shortage tide of China's chip industry has not been alleviated.
The impact of chip supply shortage is expanding, how to solve the shortage of chip capacity is concerned by all walks of life, and the demand for domestic substitution is extremely urgent.
China's domestic chips is coming
Chip shortage tide "extends to the whole industry. In the mobile phone market, Huawei chips are out of stock. Under the influence of the ban, the production of Huawei Kirin 9000 series processors is very limited, mobile phone chip inventory has been "urgent ", Huawei most of the products on the official website have been out of stock.
Chip capacity is tight, Apple is also greatly affected. Mr cook, apple's chief executive, admitted on january 27th that both Mac、iPad and iPhone 12 Pro suffered from "supply constraints" and that the supply of semiconductors, especially semiconductors, was "very tight ".
Not only in mobile phones, it is reported that Apple, Samsung and other brands are planning to introduce laptops, tablets and televisions with Mini LED backlight display, resulting in a surge in demand for Mini LED chips and structural shortages.
Consumer electronics chip shortage also extends to the automotive field. Audi, Daimler, BMW, Toyota, Nissan, Subaru, Volkswagen and other car companies are affected by chip shortages. Vw china CEO feng sihan said the lack of chips, resulting in ESP unable to produce, about 15000 cars facing production cuts. Just last December, the lack of core caused Volkswagen to lose 50,000 vehicles in domestic production.
Chips Out of Stock Chain Reaction
Industry analysis, chip shortage phenomenon is due to some enterprises to seize capacity, superimposed epidemic situation caused by supply constraints 5 G、 automotive electronics and AIoT market demand growth is the main reason.
The most direct impact of shortage is the rise in chip prices. Since the end of last year, global auto chip suppliers have begun to raise prices. On november 27th mr enzipu took the lead in issuing a price-raising letter that said the company was "reluctant" to raise prices for all products to address unforeseen cost increases from suppliers.The price of chip raw materials also continued to rise, according to Ji Bang consulting data ,2020 8-inch wafer prices in the fourth quarter has a significant increase, about 5-10%, Lian Dian, the world's advanced companies in the fourth quarter to raise prices by about 10-15%, industry outlook is expected to continue.
Another direct impact of chip shortage is the continued shortage of capacity. Semiconductor industry shortage has expanded from 8 inch wafer to 12 inch wafer, not only 7 nm、5nm and other advanced technology is tight ,55 nm to 22 nm of mature technology is also urgent.
Domestic chip substitution on the way
The international market chip is out of stock, the domestic market is the same, the relevant data show that the output value of Chinese automobile semiconductor accounts for less than 5% of the world, the import volume of some key parts is as high as 80-90%, and the impact of chip shortage is more than that. At present, chip capacity constraints how to solve the concern.
For the chip shortage, the Ministry of Industry and Information Technology also issued a response. Huang Libin, a spokesman for the Ministry of Industry and Information Technology, said at the press conference of the National New Office that he would do a good job in implementing relevant policies, promote the free flow of essential resources, create a fair and just market environment, and support domestic and foreign enterprises to increase investment.
Although the technology content of chips is high, it is difficult for domestic enterprises to produce enough chips to supply the whole market in a short time, but the domestic substitution of chips is on the way
"Made in China 2025" plan clearly proposed to vigorously develop the third generation semiconductor industry. According to the plan, semiconductor core basic components, key basic materials should achieve 40% of the independent guarantee by 2020, and 70% by 2025.
Hua'an Securities believes that the 14th Five-Year Plan will focus on supporting key "neck" links in the semiconductor industry chain, including key semiconductor equipment and materials. Under the strong impetus of the national strategy, the domestic substitution trend can be in the future.