Electronics

According to the observation report of Huacheng Import and Export Data, due to the shrinking of the Chinese market, the export volume of chips in the United States is also declining, and even facing the dilemma of "no one wants to buy chips", which has aroused widespread attention from the outside world. At the same time, the Korean chip industry has experienced a difficult period in recent years. The problem of inventory backlog has become a serious problem, and the importance of the Chinese market has become increasingly prominent.

According to the observation report of Huacheng Import and Export Data, the United States has been in the state of net export of integrated circuits from 2015 to 2021. In 2021, the export volume reached US $52.817 billion, and the net export volume reached US $11.566 billion. In 2021, the import and export volume of integrated circuits in the United States reached a record high, and the net export volume increased by 148.78% compared with 2015.

However, as China has gradually become one of the largest chip buyers in the world, according to Huacheng Import and Export Data Observation, China has significantly reduced the import volume of 67 billion chips in the first two months of this year, which has a profound impact on the global chip market. Among them, the United States itself has also been affected. Due to the shrinking of the Chinese market, the export volume of chips in the United States is also declining, and even facing the dilemma of "no one wants to buy chips". This situation has aroused wide attention from the outside world. Some foreign media commented that it was the result of the United States' self-inflicted suffering.

Some analysts believe that there are many reasons for China's significant reduction in chip imports. On the one hand, due to the impact of the global epidemic, the purchasing power will naturally weaken. In addition, with the rapid development of China's local chip industry, the supply capacity of China's domestic chips has increased significantly, and some chip products have also begun to be self-sufficient. In addition, China has also taken a series of policy measures to encourage local enterprises to increase investment in chip research and development and improve the independent innovation ability of the chip industry. These policy measures have also promoted the development of the local chip industry to a certain extent.

Against this background, China's demand for chips is obviously not as urgent as before. For American chip companies, the Chinese market has always been an important export destination. Due to the shrinking of the Chinese market, the export volume of American chip companies is also declining. In fact, with China becoming one of the largest chip purchasing countries in the world, the Chinese market is an extremely important market for global chip companies, and no company wants to lose such market share. Therefore, the reduction of China's procurement is a major challenge for global chip companies.

However, the impact on American chip companies is more serious. In the past few years, the United States zf has taken a series of restrictive measures against China to prevent Chinese enterprises from purchasing chip products in the United States market. These measures are obviously aimed at protecting the interests of the domestic chip industry in the United States. However, when the Chinese market reduces the purchase volume, the sales of American chip companies will be seriously affected.

Therefore, foreign media pointed out that the United States' own policies and measures have actually exacerbated the plight of American chip companies to a certain extent. If the United States zf did not take these restrictive measures against China, China's chip market would probably remain stable, and the export volume of American chip companies would not be so affected, Huacheng Import and Export Data Observation reported.

On the other hand, the latest news recently showed that South Korean chips were unsalable and the inventory backlog reached a 26-year high. The Korean chip industry has experienced a difficult period in recent years, and the problem of inventory backlog has become a serious problem. At the same time, the importance of the Chinese market has become increasingly prominent.

In the face of increasingly fierce global competition, Korean chip companies still rely too much on the American market, ignoring the potential of the Chinese market. This strategy of relying on a single market has led to the difficulty of sustained growth in the export volume of Korean chip enterprises, and even the situation of overstocking.

In fact, China has become one of the largest chip consumers in the world. China is a market full of opportunities for Korean chip companies. Although China has made significant progress in the local chip industry, there is still a huge market demand, which provides opportunities for Korean chip companies.

In addition, Korean chip companies have realized that dependence on the Chinese market is an inevitable trend. Korean chip companies have begun to take measures to strengthen cooperation with Chinese companies to improve the competitiveness of local chips and actively expand the share of the Chinese market.