Many people have no concept of domestic chips, blindly optimistic or inferior to domestic chip companies. In order to solve the problem of chip neck jam in China, we must first know what the domestic semiconductor companies are really bad at.
Southwest Securities recently published a report that introduced the prospects of "autonomous controllability" of domestic integrated circuits and compared the share of domestic chips in core integrated circuits. As mentioned above, they will not use the application areas of computer, general electronics, communications, memory and display/video systems.
In computer systems, the best share of domestic chips is industrial applications. The share of MCU chips is 2%, while that of PC chips is 2%.The serverThe national yield is 0%.
In the field of general electronic equipment, the domestic share of programmable logic devices and DSP digital signal processors is 0.
In the communications preparation industry, the highest domestic productivity is the application processor and communication processor, that is, the application processor.HUAWEIHess Kirin and Baron Baseband have 18% and 22% share respectively, which is also the best area in China. However, embedded MPU and DSP processors are still 0.
In terms of memory chips, DRAM memory and NAND flash share are 0, NOR flash share is 5%, ISP processor share is 5%.
In display and video systems, the share of display processors in China is 5%, and the share of driver IC is 0.
It should be pointed out that 0% of the products here do not mean that there is no such product in China, but can be neglected compared with the mainstream market, such as CPU processors, dragon cores, MegaCores and newly exposed sea light, wave and so on. But without mentioning the technology and performance gap, they can not be compared with Intel, AMD and other companies in terms of production alone.