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【Chemical machinery and equipment network Market analysis】In recent years, with intelligence, integration has become an important direction of scientific and technological development, integrated circuits, consumer electronics, communication systems and other hot fields have been rapidly developed, the dependence on semiconductors as a special material is also increasing, coupled with the original attention to photovoltaic power generation and other fields of semiconductor demand has been high, semiconductor technology has become a hot topic in the field of science and technology for a while, countless companies began to flock
.
.
At the same time, because China's semiconductors have always been more dependent on imports, the state has also encouraged enterprises and scientific research institutions to achieve independent technological breakthroughs
in recent years.
Therefore, since about 2019, China's semiconductor industry has been showing a growth trend, which has spawned many new enterprises
that respond to the call of "domestic import substitution" and focus on semiconductor research and development.
And this has indeed made our semiconductor industry reap good results
in just a few years.
in recent years.
Therefore, since about 2019, China's semiconductor industry has been showing a growth trend, which has spawned many new enterprises
that respond to the call of "domestic import substitution" and focus on semiconductor research and development.
And this has indeed made our semiconductor industry reap good results
in just a few years.
But the good times did not last long, just this year, the once growing semiconductor industry suddenly faced a market winter
.
On the one hand, the global semiconductor industry began to reduce production, and even some companies chose to delist, and the price of low-end chips also fell to varying degrees; On the other hand, China's semiconductor industry has slumped, and many semiconductor companies have just chosen to go public and are facing a
breakdown.
.
On the one hand, the global semiconductor industry began to reduce production, and even some companies chose to delist, and the price of low-end chips also fell to varying degrees; On the other hand, China's semiconductor industry has slumped, and many semiconductor companies have just chosen to go public and are facing a
breakdown.
In response to this situation, some people believe that it is the cyclical development
of the semiconductor industry brought about by policy influence.
Simply put, in previous years, countries are vigorously promoting independent innovation, and the chip policy has injected vitality into the semiconductor industry, and has also attracted the attention of investors, and the industry naturally began to develop rapidly, and in recent years, the industry began to slowly become saturated, coupled with the sub-market of semiconductors began to narrow, and there was a certain degree of excess capacity, so the industry was also forced to face contraction
.
Simply put, it is the time of intermission in the industry, and there may be a new turning point
in the future.
of the semiconductor industry brought about by policy influence.
Simply put, in previous years, countries are vigorously promoting independent innovation, and the chip policy has injected vitality into the semiconductor industry, and has also attracted the attention of investors, and the industry naturally began to develop rapidly, and in recent years, the industry began to slowly become saturated, coupled with the sub-market of semiconductors began to narrow, and there was a certain degree of excess capacity, so the industry was also forced to face contraction
.
Simply put, it is the time of intermission in the industry, and there may be a new turning point
in the future.
This view, while reasonable, is not comprehensive
.
In fact, throughout the past two years of the industry, high-end chips have been in a more accurate situation, coupled with smart cars began to enter the public's vision, new energy vehicles that are in the momentum of development and intelligent cars have a high degree of integration, even this year, high-end chips are still in a state
of short supply.
At the same time, the raw materials of semiconductors have been in a state that is not rich, and long-term development will naturally cause reserve problems
.
From this point of view, the semiconductor market is actually not excessive, and there is even a large development gap
.
.
In fact, throughout the past two years of the industry, high-end chips have been in a more accurate situation, coupled with smart cars began to enter the public's vision, new energy vehicles that are in the momentum of development and intelligent cars have a high degree of integration, even this year, high-end chips are still in a state
of short supply.
At the same time, the raw materials of semiconductors have been in a state that is not rich, and long-term development will naturally cause reserve problems
.
From this point of view, the semiconductor market is actually not excessive, and there is even a large development gap
.
The reason why we feel that the market development tends to be saturated, is actually the saturation of low-end chips brought about by technology monopoly
.
On the one hand, the hot computer and smart phone field in recent years has seen a decline in the market to varying degrees, and the demand for these two too many chips has been in the head, on the other hand, due to a large number of new companies entering the market, these companies do not have the ability to design and produce high-end chips, so there is a surplus of low-end chips
.
The processing technology of high-end chips has been mastered by a small number of companies, in fact, it has not been able to meet the global supply demand
.
.
On the one hand, the hot computer and smart phone field in recent years has seen a decline in the market to varying degrees, and the demand for these two too many chips has been in the head, on the other hand, due to a large number of new companies entering the market, these companies do not have the ability to design and produce high-end chips, so there is a surplus of low-end chips
.
The processing technology of high-end chips has been mastered by a small number of companies, in fact, it has not been able to meet the global supply demand
.
In fact, if from this point of view, the development of China's subsequent semiconductors should actually pay more attention to breakthroughs in core technologies
.
Solving processing technology problems and focusing on the production technology of high-end chips and the production of high-end chips may be the development direction
of our semiconductor industry in the future.
.
Solving processing technology problems and focusing on the production technology of high-end chips and the production of high-end chips may be the development direction
of our semiconductor industry in the future.
Original: The semiconductor market is cold Is it a halftime or a general trend
