According to CCTV reports, many domestic home appliance manufacturers are worried about long-term dependence on overseas chips and will encounter the risk of supply interruption in the future, so they have begun to try to use domestic chips. Due to the increase in market demand, domestic micro-control chip manufacturers have also ushered in a good opportunity for rapid development.
Yuan Yongsheng is the head of a micro-control chip manufacturer in Shenzhen. According to him, orders for micro-control chips have been very hot this year, especially orders for micro-control chips for small home appliances have been full. The demand of the entire market has exploded by nearly 10 times. Up to now, the existing orders have exceeded 300 million.
Although there are many orders, due to the shortage of wafer and packaging resources and the sharp increase in costs, many companies’ production capacity cannot keep up for a while, so they have to give up some orders. At present, the entire market is in short supply. Recently, domestic micro-control chip manufacturers Smart Microelectronics and Rockchip have announced that they will increase the price of chip products to varying degrees from April 1. At the same time, manufacturers such as Renaggi Semiconductor, Minsil Microelectronics, and Huiman Microelectronics have also issued notices of product price increases.
According to industry insiders, as the current shortage of the micro-control chip market continues, the local micro-control chip industry chain is expected to accelerate market expansion and increase product shipments to meet market demand.
Do you know what kind of chip they are talking about? It is a microcontroller used in washing machines, rice cookers, air conditioners, and various remote controls, with a wholesale price of RMB 1~5, such as Macro Crystal 51 single-chip microcomputer, cortex m3 and so on. You build 1 million air conditioners and let Hongjing ship 2 million units of Hongjing’s 51 single-chip microcomputers (one air conditioner and one remote control)-the total price is just 2 million yuan, which is approximately equal to nvidia’s 200 3090 GPUs. Price-not enough for Alienware’s official website to snap up 10 minutes of notebook sales. In the past, “100 million shirts are exchanged for a Boeing 747”, but now “10,000 Macrojing 51 micro-controller chips are exchanged for an nvidia 3090”, how come you start to install laymen one by one? The co-author really thought that “Hongjing 51 single-chip microcomputer is full, so Hongjing and nvidia are 50-50”? China’s chips will make great progress in the next 30 years, but it is not today in 2021-a rational view of the normal development of an industry is more than “As a melon-eating crowd, what you see is boiling, what you catch and what you catch, just finished blowing acres yesterday. The attitude of “forget about producing one hundred thousand catties today” is much stronger.