Occupancy statistics of China's "national chip": the processor, RAM and other main chips are at 0%! | Qooah

Recently, the Huawei sanctions incident has raised global concern. Although the practice of killing the enemy in the United States by a hundred thousand people is detrimental, it also conveys to the Chinese side that the core technology of national technology companies is subject to human trafficking and that it also generates the vast wave of domestic wafers. At the moment, the national demand for "national substitution" is very strong, but a recent report from Southwest Securities has revealed to us the huge gap between Chinese semiconductor companies and foreign companies.

The Southwest Securities report primarily introduces the perspective of "independent controllability" of national integrated circuits and compares the national share of national integrated circuits. In the report, they divided application areas into computers (personal computers), consumer electronics, communications, memory (memory) and display / video systems.

In the personal computer system, the best occupancy rate of home wafers is the industrial application, the occupancy rate of the MCU's main control chip is 2% and the home production rate of personal computers and servers is 0%. In addition, in the field of general electronic equipment, programmable logic devices, DSP digital signal processors, etc., the share of the national chip is generally "zero", that is, 100% depends on foreign supply .

In the field of communication preparation, application and communication processors, such as Huawei HiSilicon and Baron Base, are the most productive in the country, with market shares of 18% and 22%, respectively. better on the domestic market. In the field, integrated MPU and DSP processors are always "zero".

In addition, in terms of memory chips, DRAM memory and NAND flash sharing are also null, NOR flash sharing is 5%, and ISP processor sharing is 5%. Finally, in display and video systems, the Chinese production share of the display processor is only 5% and the share of the driver's IC is also "zero".

Of the above statistics, 0% does not mean that there are no such products in China, but that it is negligible compared to the traditional market, such as processor processors, Loongson, Megacore home processors and newly exposed sea fires, capture, etc., but they are not comparable to companies like Intel and AMD in terms of technology, performance and production.