From ZTE last year to Huawei this year, the problem of semiconductor chip neck in China has become more and more prominent. These two sanctions have aggravated the sense of crisis of domestic science and technology companies. It is a serious hidden danger that core technology is restricted by the development of enterprises. Once the supply is cut off, the consequences can not be imagined.
At present, the domestic situation
Southwest Securities issued a report a few days ago, which introduced the integrated circuits in China.
In the computer system, the best share of domestic chips is industrial applications. The share of MCU master chips is 2%, while that of personal computers and servers 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 rate is still the application processor and communication processor, that is, Huawei Hessi Kirin and Baron Baseband, which occupy 18% and 22% respectively. This is also the best domestic share of the field, but 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.