China's chip manufacture of bricks, US media of being over-chips, semiconductor, manufacturing-IT information
Forthcoming March issue, the latest issue of the Fortune magazine, a lot of discussions on China's chip industry. It appears from the present information and chips to Chinese Government subsidies of the United States are quite concerned and even worried that future chips will be overtaken by China.
"Semiconductor", as a cornerstone of modern electronic technology, from cell phones, smart appliances, satellite, to advanced weapons systems, powerful computer chip gives all kinds of devices, and now it has become one of China's newest industrial objectives. From 2015-2025, the Government will subsidize domestic chips US $150 billion.
While semiconductor sales up to $340 billion a year, half were sold to American technology giants , such as: Intel, Qualcomm and Apple but, perhaps we'll soon find out, the industry itself faces a crisis. Fortune believes that anyone who is familiar with the country's industrial history, China clearly cheap steel flooding the market in recent years, or solar panels, we would not be surprised if China again repeat the same strategy: subsidies for local companies, and then flooding the global market, price competition.
According to the report released in January by the Government of the United States shows that such a policy distorts the market, weakening US market share and because the chips used for important infrastructure, will make America safe in a crisis. In a hearing earlier this year, the US Department of Commerce, us investor Wilbur Ross said he is very, very worried about this sort of thing happens.
One more question: US companies would fight back? Fortune thinks not.
Reports that China is the world's largest chip market, while its global sales amounted to less than 10%, but non-Chinese companies, little or no choice in the matter, must be backed by the Chinese Government enterprises, their continued access to Chinese buyers. Like Intel, Samsung and TSMC, has invested to domestic projects, joint ventures, factories such as billions of dollars.
Short term, the above idea is good. But in the long run, it's not. IDC analyst Mario Morales believes that chip makers should be worried about, "China expanded so fast. "A case like Huawei," soon they will be neck and neck, even beyond us. ”
中国芯片制造来势凶猛，美媒担心被超越 - 芯片,半导体,制造业 - IT资讯
《财富》即将出刊3月份最新一期的杂志，针对中国芯片产业做了一番讨论。从目前发布的信息看来，美国对中国政府的芯片补贴政策相当担忧，甚至担心未来芯片业将被中国超越。
“半导体”做为现代电子科技的基石，从手机、智能装置、卫星、到进阶的武器系统，计算机芯片赋予了各类装置强大的能力，现在它成为了中国最新的产业目标之一。从2015到2025年，政府将资助国内芯片领域1500亿美元。
虽然每年高达3400亿美元的半导体销售额中，有一半都是销售给美国的科技巨头，比如：英特尔、高通和苹果；但可能我们很快就会发现，产业本身面临着危机。财富认为，任何熟悉中中国国产业历史的人都清楚，近年涌入市场的低价的钢铁或太阳能面板，因此我们不会太惊讶中国又再重复同样的策略：补贴本土企业，然后大量涌入全球市场，进行削价竞争。
根据美国政府1月发布的报告显示，这样的政策扭曲了市场，削弱了美国的市场份额，又因为芯片用于重要的基础建设，将使美国安全置于危机之中。今年稍早对美国商务部的听证会中，美国投资家Wilbur Ross就曾提到，他本人非常、非常担心这样的事情发生。
最后一个问题：美国企业会反击吗？《财富》认为，不一定。
报道称，中国是世界最大的芯片市场，虽然其全球销售总额占不到10%，不过非中国的企业，几乎没有选择的余地，必须要与以中国政府为后盾的企业合作，使其能持续接触到中国的买家。像英特尔、三星和台积电，已经投资给中国国内项目、合资企业、工厂等数十亿美元。
短期而言，上述的想法不错。不过长期而言就未必如此。IDC产业分析师Mario Morales认为，芯片制造商应该要担心了，“中国扩增速度如此之快。”其中一个例子像是华为，“很快他们就会并驾齐驱，甚至超越我们了。”