It is not that once China overcomes the chip problem, the chip becomes the price of cabbage; but the chip has become the price of cabbage, hindering China from conquering the chip problem; the current status of the entire chip industry is the price of cabbage; we often see that a foreign device, or It is a shield machine, or a certain device, which China has made only one-third of foreign products. It will quickly defeat foreign products, and Chinese products will become the protagonist of the market; this is definitely not the case in the chip industry; a chip, if you do not consider research and development Cost, the cost of the chip is three 1: wafer cost (proportional to the chip DIE area), 2: packaging cost (determined by the packaging material and substrate size); 3: test cost (proportional to the test time); in other words, one The cost of a chip, if you remove the package, people in the industry can know about it; the cost of wafer is set by manufacturers such as TSMC and SMIC; the cost of packaging is set by ASE and Changjiang; this is the Matthew effect. The stronger the bargaining power of TSMC and ASE; the normal gross profit of a chip is around 30%-100% (you can see the financial reports of various listed companies, the average price is not a huge profit at all, and the profiteering industries are in prison. Closed); In fact, the current chip is the price of cabbage; for example, the development of a mobile phone SOC chip with an area of ​​about 120 mm2 (7nm); packaging, testing, and yield are all included. This chip is not considered as the cost of research and development. A rough estimate is 100-150 yuan; 7nm wafer is more expensive; and the development cost of this chip is calculated according to 300 million yuan, (ip 100 million, MASK 50 million, manpower 100 million, other 50 million) If you sell 10 million The average cost of each chip is 30 yuan; this chip is 130-180 yuan; if it is sold for 300, it is estimated to be the price of cabbage; in addition, the price is reduced every year, and the life cycle of mobile phone SOC is very short; Qualcomm dares to buy 500, but also Add taxes; Qualcomm is a more profitable company, but it is not as profitable as expected; but compared to the investment, the chip is still the price of cabbage; the goal of the chip is to be more likely to be cheaper, so that more people can afford it. , Can be used, so that the research and development costs can be flat; if this chip only bought 1 million (it is also possible), each chip will be allocated 300 yuan, from the cost point of view, it will be 500 yuan, this The project must be at a loss; this is the difference between the chip industry and other industries; Intel is expensive, but who is right? If Alibaba Cloud purchases their processors or Huawei Cloud purchases them, what discount do you think they can get? The lowest price on the entire network; for these big customers, intel can make a little bit more, and it is definitely not a huge profit. This is the scale effect; this is the pain point of this industry. In the cabbage price chip industry, we are looking for opportunities. The hardest thing is; therefore, to contend, it is to twist the water in the towel; for example, domestic manufacturers sell the same MCU, and the price of STMicroelectronics is the ceiling. It cannot be more expensive than ST, but it can only be cheaper under the same function; By analogy, for the same SSD controller, domestic manufacturers cannot be more expensive than Marvell; for example, HiSilicon’s IPC SOC camera chip is cheaper than Ambarella and TI’s, which is basically 40% off foreign chips, and finally won 60%. In the global market, TI completely gave up; the industry-recognized HiSilicon still has such a method, besides other small factories? Unfortunately, before the large-scale growth of domestic chips, there are also a group of companies that are very good at this routine. They have already squeezed European and American chip companies through this method; they are the chip design heroes of Taiwan: MediaTek, Realtek, Novatek, Neto Da, Phison, Hui Rong, etc., are low in price and high in quality, and the wafer is cheap (Guess why? They all have a good relationship with TSMC, and they also ship a lot). It is the “old driver” of the chip “cost-effective” industry; for example, in the mid-end chips (a few to dozens of fields) SSD controller chips, TWS headset chips, set-top box chips, smart speaker chips, WIFI chips, and even mobile phone chips And so on, all occupy the bulk of the shipment; the amazing gross profit achieved by European and American companies through technical means requires high technical barriers (this is after all, European and American engineers, big houses, do not work overtime, and take a few months of vacation a year. Confidence); Unlike Europe and the United States, the chip prices of Taiwanese companies make you regret entering this business. For a certain chip before the stock was out of stock, a Taiwanese factory bought 5 yuan, opened the package, and the cost was at least 3 yuan. As a latecomer, it was not easy to defeat the Taiwanese company through a price war in this industry, and they did not leave it for themselves. Too much profit, those latecomers, manufacturing, packaging, and testing costs are definitely higher than those of Taiwanese companies; Chinese chip design companies break through and encounter wars. First, China Taiwan, Japan, South Korea and Europe, and finally the United States; The mid-to-low-end chip encounters with the above-mentioned companies are “decisive victory and defeat, but also life and death”; if these Taiwanese companies are a group of impressive “sacred mountains”; then they need “foolish men to move mountains”; South Korea likes countercyclical investment Samsung, Samsung likes to expand production when the industry is low, especially NAND and DRAM. That is, everyone is losing money, but we have to increase production. In the past two years, the demand has increased. Everyone can earn some money to catch up with the bad years, and the whole industry loses money. In the past few years, the big names in the storage industry meant that when the industry was at a loss, the proportion of losses should not be higher than that of Samsung in the industry. Win with the same loss. In other words, the big guys are prepared for Samsung’s idea of ​​defeating competitors. This competition is worse than the price of cabbage. None of these East Asian competitors is easy to engage in.

zhiwo

By zhiwo

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helpmekim
6 months ago

meeting. This is a war without gunsmoke, and we can only win if the chip drops to the price of cabbage. Let’s not take the shield machine as an example, but take the LCD screen as an example. LCD screen technology has long been in the hands of South Korean companies, mainly Samsung. Later, in the 1990s, BOE bought a modern outdated second-hand production line, opening the road to imitating and self-developing. With BOE’s continuous technological breakthroughs , Samsung is getting closer and closer. Recently, it has been rumored that BOE’s products have passed Apple’s certification and will soon become an Apple supplier. But in fact, as the core supplier of Huawei’s flagship phone, BOE’s technical strength has gained mobile phone manufacturers and consumers. What is the approved price of the author? In the high-end field, BOE’s price stand is not comfortable. In the field of low-end mobile phone models, BOE’s annual report shows that Samsung’s low-end mobile phones are forced to purchase BOE’s screens! Samsung will not use this method to “fill blood” competitors. The current situation of the chip industry is very similar to that of LCD screens a decade ago. It can be said that without the low-priced screens of BOE and Shenzhen Tianma, there would be no smooth rise of China’s mobile phone industry. The entire mobile phone industry is still being harvested by Samsung. Who is behind Samsung? The whole of Korea. Whether LCD screens or chips, this is a battlefield without gunpowder smoke. Behind the BOE is hundreds of billions of government subsidies and low-interest loans. The CDB’s loan to BOE has an annual interest rate of less than 2%. Even with such crazy subsidies, BOE still does not make money. BOE has two goals for not making money. One is to increase Samsung’s high The profit is pulled down, so that it does not run so fast; the second is to support China’s mobile phone industry chain to ensure that the cost of mobile phone screens is not so high, so that Chinese mobile phone products have a competitive advantage in the world. The same is true for China’s chip industry. The National Semiconductor Fund is also supporting the entire industry at all costs, leveraging trillions of funds. Only when Chinese chips become the price of cabbage, can Intel and Qualcomm be pulled down and let them spit out high prices. The amount of profit makes Chinese products have the global competitiveness.

heloword
6 months ago

The price of cabbage, whether he will happen or not, this is his most magical place. In the future, the barriers to entry have become higher and higher, and the cost has become higher and higher. The pursuit of advanced has been dragged down by the fact that it is stretched. In the future, the cost of unit capacity or unit computing power will be lower and lower, and the cost of completing product development and mass production will be higher and higher. In the future, the unit production cycle cost will become higher and higher. So the die will get smaller and smaller, and the density will get higher and higher. You will see the unit performance comparison, the price of the commodity becomes cabbage, and you will find that the price of new products is getting higher and higher.

helpyme
6 months ago

The question is wrong, the chip itself is the price of cabbage. If China overcomes the chip problem, that is, from the price of cabbage to the price of cabbage, there is essentially no difference. The price is reduced by up to 1%. First of all, the cost of the chip is mainly the material cost, processing cost and R&D cost. The proportion of labor cost is very low, and may only be 1%. And you imagine that the only cost that can be reduced after China’s production is labor cost, which is only one percent. What’s more, labor costs in our country are not cheap anymore. Secondly, the manufacturing cost of the chip is very high. A chip has 60-70 layers of lithography, and each layer of lithography has at least 4-8 processes (this is not a small process), which means that the process of the optical chip in the fab is 300-500. The equipment used in each process is very demanding, whether it is accuracy, uniformity, or stability, of course, the cost is also very high. What’s more abnormal is that these equipment will be updated every few years, because more advanced research and development have been made, so the cost is very high. With such a high cost, such a difficult process, and the chips made, everyone can afford it, and they can buy a lot! If you buy an SD card, you can buy 64G for only a few dozen yuan, and the research and development costs are hundreds of millions, and the equipment to make it is billions or tens of billions. This is not the price of cabbage, what is the price of cabbage? Then, the design and development cost of the chip is very high, and the development cycle is very long. A complex chip requires a design team equivalent to a large software company, as well as various required IPs and licenses. The price is quite expensive. The entire R&D cycle takes two to three years, and six or seven years long. The software company’s research and development is much faster, and it can constantly debug and solve bugs. The chip can’t work, it can only be verified, but it can’t be debugged directly. Just like you build a car, no one dares to say that this car must be good before it is tested. The chip is like this. Although mature companies with experience have a series of various checklists and experiences to ensure that no problems occur, lighting the first chip after tape out is still equivalent to a blind box. In case a serious problem is found, then You have to change the design and change the lithography. A few lithographic plates are worth millions of dollars. Finally, R&D and manufacturing costs are not the biggest cost, the biggest cost is the market cost. Because the market has very limited time for a chip, once it is missed, it cannot be sold for inventory, and no one will buy an outdated product. Considering that the chip development cycle is very long, that means you have to start research and development three years ago, and the product is only available for sale in a six-month cycle! Once the revision is required to postpone the listing for three months, it will be over and will definitely lose money. And if there is no product in this market before and it needs to be re-developed, the cost of opening up the market will be higher. For example, it is necessary to provide a suitable software environment and ecology, such as x86 ecology, CUDA, ARM. The cost of establishing an ecosystem is very high. It is not just about spending money. The time, place, and people must be available. Or need to educate customers how to use this chip, and even help customers do product design, such as Qualcomm and MTK, as well as ARM, FPGA, MCU and DSP. These are all thrown in the water and I don’t know if there will be money for water. This is not the money for advertising. In fact, you will find that apart from Intel, other chip companies seldom advertise because they really don’t have the money to advertise. In addition, the chip industry is too cruel. Only when one product category is cruel can you eat meat. Others can only drink soup, and even lose money. The reason is that R&D costs and market costs are too high. The thinner it gets, so everyone is fighting a price war, and they only sell cabbage for the price. Except for a few monopolistic companies, the entire industry engaged in is not high in income. In contrast, other industries are much better than the chip industry. The cheapest lipsticks and perfumes are much more profitable than chips. The chip industry is an industry with high technology, high investment, heavy assets, and slow development (compared to Internet companies). It is equivalent to the heavy industry of the last century. Without it, there would be no development of high-tech industries. This is a very important industry, but Not a big money industry.

sina156
6 months ago

will not. Many people don’t understand the supply chain and don’t know how much moisture these components offer. As long as you are a high-quality customer, the price quoted by the chip manufacturer is ridiculously cheaper than the domestic alternative model. Who is the cabbage? Latecomers want to seize the market. It is a very common method to lower prices, but they can’t fight a price war at a loss for a long time. Many chips are a prerequisite for large investment. The longer they go on the market, the larger the output, the thinner the cost will be. The later the market enters the market, the less the cost will be. You can still make money if you lose money and grab the price of customers. How to play. There are also some foreign semiconductor companies with a large number of R&D teams in China. The foundries for wafers and packaging and testing are also domestic, and the prices have been kept low. For many cheap chips, the main cost is not the chip inside, but the plastic on the outer bread and the copper on the pins, as well as the cost of equipment testing…Many things that become cabbage after being conquered by China are actually of some scale. Companies that are not too big are doing it, and their size is not large enough to fight against the enterprises with the prefix of our country. But the chip is a capital-intensive industry…and ah, why do you have to make cabbage if you make it domestically? Why can’t domestically make the performance be expensive?

yahoo898
6 months ago

As a practitioner in the semiconductor industry, I hope that the chip price will not happen. Because the chip becomes the price of cabbage, it means that the entire market becomes cost competition. Whoever can reduce the cost lower can win; and in China, the simplest way to reduce costs is of course to reduce the cost of employment. Everyone understands the consequences. . Don’t think that a certain industry depends on price wars to become a global leader, which means that the industry is developing healthily or that its employees are well treated. Don’t you see that China accounts for more than half of the world’s steel output year after year, far surpassing other countries, even academician Hao Jiming of Tsinghua University I also said that the world’s steel production ranks first in China, Hebei is second, Tangshan is third, the United States is fourth, and Tangshan’s under-reported production is fifth; but have you seen any friends around you who are in the steel industry? Proud? What’s more regrettable is that although China has the world’s largest steel output, it still cannot be autonomous in the special steel industry with high technical thresholds and still needs to import from abroad. I hope this situation will not happen in China’s chip industry. Specifically, I will talk about my concerns about China’s chip industry. At present, because the Science and Technology Innovation Board provides a rapid exit mechanism for investment in the semiconductor industry, capital has been overheated in the semiconductor industry. Many Internet-invested funds have also poured into the semiconductor industry in large numbers. The investment rhythm of these funds is that they can be listed and withdrawn within three to five years. However, this short and fast pace and the chip industry’s CPU, memory and other backward areas in China will take a long time for ten years. The rhythm of sharpening a sword is incompatible. Therefore, it is very likely that these capitals will flood into areas where Chinese chips are not stuck-such as IoT and wireless interconnection, which will increase the volume of these chips and make the prices of chips in these areas really turn into cabbage prices; and It takes more than ten years of solid accumulation in China to truly fall behind to catch up with the estimated advanced level. These hot money will not enter due to the return cycle. In the end, it led to a dual world of ice and fire: due to the influx of hot money in the middle and low-end fields, China’s chip industry has become a sea of ​​blood, and the price of chips has fallen into cabbage; in the high-end field, capital is reluctant to invest, or it is monopolized by foreign companies. Then, as capital found the next hot industry and left the semiconductor industry, a wave of small and medium-sized companies went bankrupt, and China’s semiconductor industry entered a cold winter period of several years. This situation is just like a replica of China’s steel industry, and I hope it will not happen again in China’s semiconductor industry.

leexin
6 months ago

I will solve the problem. China has conquered chips and surpassed the West. Of course, it cannot afford the price of cabbage. If the price of cabbage is equal to the strategy of American economics, it will become a slave forever. If it surpasses the West, and has a monopoly position. The most direct thing is to raise prices and make more American money. This is just the first step, very basic. Then, anchor the renminbi to these industries where China completely occupies the industrial chain and has technological advantages, and let the United States buy it with the renminbi. If the United States does not use renminbi, the card will be tied to the US neck, and the card must be used until renminbi is required. Then, in order to obtain industrial products, the United States uses RMB. What if there is no RMB? In exchange for U.S. oil and gas resources. China’s printing paper and the exchange of American oil and gas resources are the real second step. The Chinese must return to ontology. Never be a slave to Judea forever.

greatword
6 months ago

The core of the “cabbageization” of China’s industrial products lies in what is the monopoly under the market economy? People usually think that it is common sense to obtain “excess profits” after monopoly, and to exploit other capitals and consumers’ wealth through unfair competition. After all, capitalists are not engaged in charity. But monopoly is actually an ability to set an entry threshold, because with this threshold other capital cannot enter, and at the same time, there is fierce competition within the monopoly group in order to hold this threshold. This is the embarrassment of China’s manufacturing industry. The entry barrier for us to maintain a monopoly is precisely the price advantage under the scale effect. We maintain the price below the profit and loss line of others, and other companies cannot enter the market and can only withdraw from the market. . This problem is also obvious. We must choose between profit and market. Our monopoly advantage itself contradicts high profits. Is there no other way to set the entry threshold? Of course there are, such as the ability to formulate monopoly rules. Organizations such as IBC are standard representatives of obtaining a superior position out of thin air by formulating rules. There are technology and brand thresholds. The problem is that China as a whole has been a catch-up over the years, and we can do what others can do. But it has not been realized that there are things we can do that others cannot do. In this case, the only way to maintain the market is to use cabbage prices to squeeze the living space of friends. Although we lost profits, but at least kept the market, capital flow and employment. Although Western countries enjoy linked products are equivalent to taking away profits in disguise, but they also lose industry and employment. Over time, once we have completed the upgrading of the industrial structure, the next step must be to obtain technological advantages, brand advantages, and rule-making rights. However, other countries cannot compete with us in the second stage because they have already lost their markets and industries. This is also the reason why the United States is so anxious and trying to return to industry. Therefore, before the realization of the process leadership, the cabbage of chips is a high probability event.

loveyou
6 months ago

The price of the commodity is determined by the relationship between supply and demand. One thing is very expensive. It may be because it is rare or “rare”. For example, cars. Before the domestic cars did not take off, the domestic car market was basically in the hands of the Germans and Japanese. . If the cost of my B-class car is 100,000, then I will sell it to you. I can choose to sell 200,000 or 250,000. Anyway, the domestically-made B-class car does not threaten me at all. I will sell more and sell less. , You all want to choose me, but after the domestically produced cars take off, the B-class cars can be hit, and they only sold for 200,000. Although the three big pieces lose you a little, I have full configuration and consumers choose me It may be a good choice. At this time, if your Japanese car and German car are sold for more than 250,000, your competitiveness will not be as great as mine. Do you want to lower the price? Tesla is a good example. When the monopoly is broken, it becomes the price of cabbage.

strongman
6 months ago

This is precisely my biggest fear and deepest worry all the time. When looking through the yearbook some time ago, I discovered such a phenomenon. In the entire manufacturing system, China has actually completed or basically completed industrial upgrades in many categories. In these industries, China has no matter whether it is scale, technology or even market and Applications have already achieved the world’s first place. It is no longer as simple as “mastering industry standards and pricing power”, but mastering the industry itself. However, the phenomenon of “monopoly inevitably bringing huge monopoly profits” in traditional political economics has not appeared. On the contrary, these industries are due to huge production capacity, huge volume, and long supply chain after completing industrial upgrading. The burden and market size are generally limited and they are struggling. Many times they are losing money to supply goods. The purpose of maintaining business operations is only to make the capital chain flow rather than profit. In the end, these companies often fall into begging banks or begging the government. Look at the level of subsidies for technology and employment. The same industries in other countries are often acquired or run alive in the process of industrial upgrading. Either they started too late and cannot compete with Chinese companies that are more advanced in terms of cost, technology, scale, and efficiency. Staying on the periphery, and companies in this type of industry in my country have been operating with low or even zero profits for a long time, and they will suffer from exhaustion throughout the year. In many cases, they even rely on government subsidies to barely maintain a balance of payments. Looking at these companies, are they technically inadequate? It’s not. Are they inefficient? It’s not. Do they have no brand building? No, there is only one of them on the whole earth, and everyone else has been run to death. Where are there any brands or brands? However, profits are not going to rise, and even long-term losses are needed for financial support. A large number of upstream and downstream industrial chains rely on them to get orders, and a large number of practitioners must rely on them to have jobs. The practitioners in these industries have a capable and efficient business level and are second to none. He’s professionalism, but he’s holding more than 4,000 dead wages every month. When the government subsidies and tax rebates come down at the end of the year, he will receive a year-end bonus of 10,000 yuan. It’s sad to see. This situation, I call it “losing money to earn yelling monopoly.” Then you look at the history of industrial upgrading in these industries. It is nothing more than a process: In the early years, the domestic area was blank, but there was related demand, so it could only be imported from the outside world—external exporters took advantage of their skills and started to raise prices. The country has paid a huge cost for this, and most of the profits from hard work have been earned by outsiders. The country has begun to learn from the pain, and began to call for the government to pay attention and support. Various reflections can produce three or four articles a day. “One breath” has become the consensus of the society-began to work hard to climb the industrial chain, the state has provided huge funds and loans to support-the industrial upgrading process is difficult and difficult, and the tuition fee has been paid a lot, but overall it is unstoppable-technology after technology Difficulties have been broken through, and one market after another has been eaten up-with the fierce competition, in order to survive when the technology level in the early stage is not as good as humans, they have to fight a price war. Some companies even shouted “Don’t judge the hero by price, sell it.” The government also supports the slogan “Just a hero”. The bank even used the method of borrowing the new and filling the old to continuously give blood transfusions to the company. Finally, the industry was completely upgraded, mastered all the technologies, consumed all the markets, crushed/acquired the same year. Foreign competitors sitting on the ground and raising prices-in the process of climbing the industrial chain, Climbing has already deeply shaped the industry ecology, so that the entire industry is shaped according to the climbing industry chain, and it was originally for climbing. Climbing has led to the parallel of low profits and high liabilities. This ecology has been deeply embedded in the industry itself and cannot be changed-it has begun to lose money and earn yelling monopoly. Many industries are repeating such a story. Now that the semiconductor industry has this trend again, I feel extremely sad. What China should really solve is not the semiconductor industry, but the semiconductor supply problem. Why should we climb the semiconductor industry? In order to prevent others from getting stuck. How do other people choke their necks? Do not sell to us. Then we find a way to give them a condition that they cannot refuse to ensure that as long as we buy it, they will definitely not sell it? Why do you have to do it yourself? I want to say here that there is now a domestic trend of thought, that is, China must achieve “the whole industry chain, everything is the first”. I call this idea of ​​utopian industrialization, not to mention “the whole industry chain, everything is first.” “One” itself violates the objective laws of industrial development that will inevitably lead to the complexity, refinement, specialization, and globalization of the industrial division of labor. In other words, with the development of industrial technology, the number of industrial categories has been increasing. There is no country in the world. It is possible to build all types of industrialization in one country, even China does not have this volume. In the 19th century, a small Belgium could accommodate most industrial categories. In the contemporary era, the United States could not accommodate them anymore. What about the future? What China should really do is to use force and even violence to shape and maintain the global supply chain system, to ensure that as long as we buy, they will sell, to ensure that when we buy, the focus of the dispute between the two sides is price rather than politics, to ensure that there is no People can pin our necks instead of doing everything yourself. First, in the long run, you can’t do everything by yourself. In the 19th century, Belgium also felt that you could do everything. Second, you robbed all of your work. Others Does anyone drink northwest wind? Other people have no food to eat, so they can’t find you desperately? I have always criticized China for being timid and passive in terms of geopolitics and military affairs, but China’s industrial policy has obviously gone to the other extreme, too radical, too aggressive, doing everything, grabbing everything, and moving toward the “full industry chain,” The goal of “everything first” goes all the way forward, rushing to the sea and never returning. Take the lithography machine for example. Build 20 aircraft carriers, and then drive them to the Netherlands to buy lithography machines. We guarantee a fair price but require timely delivery. With enough money to build 50 aircraft carriers, it took decades to completely conquer the lithography machine industry, and then run the ASML under Philips, and began to lose money and earn a yelling monopoly and eat financially. Guess which method is more hateful? In the former, the other party scolded you for imperialism at best, but in fact, if you give him more money, he will shut up. The latter, it really cuts people’s money and smashes people’s jobs. Don’t do things that are more hateful than the Americans’ collection of seigniorage taxes. Countries in the world actually have no objection to tax payment, but if they smashed their jobs, it is not just that they have objections. Eat it by yourself and leave a bite for others. It is better to collect taxes than to smash the pot. Even if it must be done, I also beg you to stop the price of cabbage, at least to allow other market participants to have the opportunity to be in harmony with the light. In order to prevent someone from lifting the bar, how to build an aircraft carrier if they do not engage in semiconductors. Let me talk about it first, military semiconductors, aerospace semiconductors, industrial semiconductors, and civilian semiconductors are completely different things. China’s military semiconductors are the first echelon, and there is no problem with building aircraft carriers. Good guy, there are too many LEDs in the comment area, okay, just say a few more words. In this world, there are not only the two extremes of “the whole industry chain, everything is first” and “completely hollowed out, relying entirely on the fleet.” Don’t you like to reflect? It is precisely this kind of light-emitting diode thinking that should really be reflected. China, China, must take an intermediate value between these two extremes, it is impossible and should not go to either extreme. Isn’t it essentially a small-scale peasant economic thinking that keeps on thinking about “self-sufficiency” and “I can do everything by myself without buying someone else’s”? Men farming and women weaving, in the era of great harmony, do not believe in business and only believe in one acre of land, or do not regard themselves as a part of the world, or are trying to separate internal and external issues. Nowadays, we talk about the hollowing out of the U.S. economy. The problem is that no matter how hollow the U.S. is, it is still the world’s second-largest industrial country, and it is still second to none in the high-end manufacturing sector. Its industrial output value is declining, but the absolute value is still very high. The total GDP of Germany, which is an industrial country in our impression, is higher. There are also people who talk about the United Kingdom. In fact, the proportion of industrial output value in the United Kingdom has reached 23% today, which is not much different from the 25% of the traditional industrial power in our impression of Japan. For China, we are able to accommodate most industries, and most industries still have to be done by ourselves, but we do not need and cannot arrange all industries in one country. What we have to do is to do part of it ourselves, and let others do it. We use strong means to ensure that these parts can be bought at a reasonable price at any time when we need it. This is the most reasonable and lowest cost. the way. You have wiped out all the trades, can people not look for you desperately? It won the bird position in the United States, 20 aircraft carriers, 10,000 nuclear bombs are enough “the whole industry chain, everything is the first”, 100 aircraft carriers, 100,000 nuclear bombs are not enough. You have eaten up all your industries. This is even more hateful than Americans collecting seigniorage. In the eyes of others, you are worse than American imperialism. Americans also want money. You are terrible. Do part of it yourself, but also learn to let go of the part, shipbuilding and nuclear expansion, the world is unified.

stockin
6 months ago

This question is actually quite complicated. Because the chip is not a simple category. Talk about the high-end advanced process chips that everyone cares about most. There are two ways for China to overcome chip problems: surpass TSMC through technological research and development capabilities and overcome chip problems. Similar to TSMC’s surpassing Intel in its manufacturing process, TSMC is already 7nm, and Intel is still at 14nm. Everyone has seen this situation, and the chip price has not become the price of cabbage. Chip technology encountered physical bottlenecks that could not be overcome and was forced to slow down. China gradually caught up to overcome the chip problem. Chip manufacturing is a very fast cost-down industry. Everyone only sees the high premium of 7nm, but ignores the rapid decline in the price of the most advanced process (22nm, 14nm). In this case, the chip becomes the price of cabbage

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