1, first of all, due to the epidemic, global chip production capacity decreased. The epidemic is the most immediate cause. As the international epidemic cannot be completely controlled, the risk of virus transmission always exists, the prevention and control efforts are small, and the prevention and control measures lag behind, resulting inChip manufacturers cannot produce at full capacity, and production efficiency decreases. 2, the first reason: there is a huge gap in the entire chip market, and the phenomenon of short supply can occur with the development speed of all walks of life is completely different, which leads to a huge gap in the global chip market, especially the domestic manufacturers need to use a large number of chips. 3, the current phenomenon of the so-called shortage of stock, may be the sharp decline in supply in the first half of the year and the sharp rebound in the second half of the year that many people expected. That is to say, at first many enterprises stopped ordering, and later ordered a large number of orders to support later growthCars, trucks, traditional cars or new energy vehicles, and even driverless cars, their semiconductor chips account for a considerable proportion of the total cost, about 3-5 percent.
Why the graphics chip is out of stock Reason 1: The continuation of the epidemic, because of the need for isolation, many upstream manufacturers have to shut down, so the delivery time has changed from the original 1-3 months to 3-6 months.1, from China's artificial intelligence chip industry chain enterprise regional divisionIn terms of distribution, artificial intelligence chip industry chain enterprises are mainly distributed in Beijing, Shanghai, Guangdong and other places, followed by Jiangsu, Zhejiang, Sichuan, Xinjiang, Xizang and other provinces, although there are enterprise distribution, but the number is very small.
2. I think this problem reflects the broad market for mobile phone chips.
3, memory: memory chips are the largest category in the Chinese chip market, the market demand reaches 30% of the world, the import amount is close to 30 billion US dollars, but China's independent production capacity is basically zero. In the global memory industry, Samsung, SK Hynix and Micron Technology have formed an oligopoly.Our country's market share in this field is extremely low.
4, a few days ago, the market research organization Gartner released a report. The report shows that the spending amount of semiconductor chips in 2020 is as high as $4,493.8 billion, an increase of 3% over 2019, which indicates that the demand for chips has been further improved. It has become one of the most expensive mobile phone components for major manufacturers.