By hmimcu 
It is estimated that everyone wants to hear various good news about China’s chip industry. Because the United States has always imposed various crackdowns and restrictions on Chinese chips to gain its own interests. And Chinese chip is constantly breaking through and breaking through in the suppression, in order to break away from its dependence on the United States.
So in such a situation, any good news can make netizens excited, so there are also many media outlets that focus on reporting various fake good news to make netizens boil
Realistic: 2022 chip imports and domestic chip production are both bad news
But I want to share some bad news with you today, that is, in 2022, we have seen bad news in terms of chip imports and domestic chip production, and there is no good news.
Let’s start with the situation of chip imports. In 2022, China imported 538.4 billion integrated circuits, a decrease of 15% compared to 2021. In terms of quantity, it decreased by about 97 billion pieces. This seems to be good news?
But in fact, it is not. In terms of value, excluding the import value of integrated circuits, it is $415.6 billion, which is only a 5% decrease compared to 2021. This means that the quantity has decreased, but the unit price has increased, and foreign chip manufacturers have made little money.
Realistic: 2022 chip imports and domestic chip production are both bad news
In addition, the decrease in chip imports last year was mainly due to weak domestic demand, such as a significant decrease in sales of mobile phones, computers, and other products, as well as a decrease in manufacturing production, resulting in a decrease in demand. Therefore, behind this 97 billion chip, there is also a fact that China’s manufacturing production has decreased.
For example, the Ministry of Industry and Information Technology stated that in 2022, China’s mobile phone production was 1.56 billion units, a year-on-year decrease of 6.2%. Among them, the production of smartphones was 1.17 billion units, a year-on-year decrease of 8%. This is clearly a decline in Chinese manufacturing, leading to a decrease in chips, which is of course bad news.
Realistic: 2022 chip imports and domestic chip production are both bad news
Domestic chip production data from April to December 2022
In addition to the production situation of domestic chips, in 2022, a total of 324.19 billion integrated circuits were produced, a year-on-year decrease of 11.6%, approximately reducing the production of 35.24 billion chips, equivalent to a daily reduction of 100 million chips.
And in terms of the number in 2022, from January to December, for 12 consecutive months, there has been a year-on-year decrease, setting the worst record in history, indicating that the Chinese chip industry has also performed very poorly in 2022, which is also bad news.
Realistic: 2022 chip imports and domestic chip production are both bad news
In fact, everyone is aware that with the rise of US dollar interest rates, inflation, decoupling, and the US desire to cut off the global semiconductor supply chain, the global semiconductor industry has entered a downward cycle. In this unprecedented situation, global chip companies are facing difficulties, foreign chip companies are not performing well, and the domestic chip industry is also difficult to “stand alone”.
At present, the global chip industry has experienced a recession and industrial chain transformation, while the domestic chip industry is at a critical moment of “internal and external troubles”. Therefore, in such a situation, we should not only listen to good news, but also stay sober and listen to bad news more, in order to have a clearer understanding of the current real situation, rather than blindly boiling, do you think?