Korean media: Chinese semiconductor is going to catch up with South Korea

Zhang Jing, a special reporter in Korea in Korea

South Korea ’s“ Korean Daily ”reported on the 25th that the market research institution TrendForce recently released the world’ s first quarter semiconductor foundry market ranking report shows that TSMC in Taiwan, China ranked first with a 53.6%share, South Korea Samsung Electronics ranks second with 16.3%, while the breakthroughs in mainland China are the most significant. The fifth -ranking SMIC and other three companies have a total market share of 10.2%. This is also the first time that mainland Chinese companies have exceeded 10%. Comments said that it is not an exaggeration to pursue the current situation of Chinese semiconductor chasing South Korea with "chasing the chin".

It is reported that China's semiconductor industry, which has been sanctioned by high -intensity trade sanctions since 2020, is striding forward. Although almost all hands and feet are restrained, such as the restrictions on the import of advanced semiconductor equipment, based on huge domestic demand, China's semiconductor industry is still growing rapidly. Last year, the total sales of Chinese semiconductor -related companies reached a record high of 1 trillion yuan, an increase of 18%year -on -year.

Bloomberg recently reported that 19 of the 20 semiconductor companies with the fastest growing semiconductor in the past year were Chinese companies, which increased 11 more than the previous year. China has 2810 semiconductor design companies, which are 23 times that of South Korea (120).

China's growing semiconductor self -sufficiency will inevitably affect the semiconductor industry, which accounts for 40%of South Korea's exports to China. From January to May this year, China's semiconductor imports fell by 10.9%year-on-year. With the surge in China's semiconductor sales, it is predicted that China will grow to the level of "threat" South Korea within two years. In January this year, the US Semiconductor Industry Association (SIA) predicts that the share of Chinese companies in global semiconductor market sales will increase from 9%in 2020 to 17%in 2024, and the market share in South Korea will remain at 20 in the next three years. %about.

"Chasing the chin" is a slang in South Korea, which means "near close" and "almost in hand." In fact, former South Korean Deputy Prime Minister Lin Changlie described the competitive situation between the Chinese and Korean industries 5 years ago. At that time, he said that the Chinese people had chased to South Korea's chin. Even if they were electronic products, the advantages of South Korea were almost left. In the semiconductor industry, China has invested huge amounts of funds.

Although the South Korean semiconductor industry generally believes that China is still far worse than South Korea in terms of semiconductor quality, but it also believes that with the strong support of the government, China's semiconductor industry has achieved rapid growth in the short term with huge domestic markets in repeated trials.

Many Korean industry experts believe that China's "threats" are becoming more and more obvious, especially in South Korea as a non -storage semiconductor field of future industries. Although it is blocked by US sanctions below 14 nanometer, China is focusing on automotive semiconductor manufacturing and artificial intelligence (AI) semiconductor design fields. With 10 times the investment in South Korea in the field of artificial intelligence, China has led South Korea in the field of artificial intelligence semiconductor, and China and the United States have been rated as the two countries with the highest level of artificial intelligence semiconductor design. ▲

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