Overcome the impact of the global epidemic and accelerate the development of China's smart chip industry
Chips, especially smart chips, are at the core of supporting new economic development and new infrastructure investment. The global pandemic of the new crown pneumonia epidemic is a major test of the completeness and competitiveness of the smart chip industry chain in various countries, and it further highlights the importance of smart chips in global economic development. my country must further overcome the impact of the global epidemic, grasp the "window period" to further promote the development of the smart chip industry, accelerate the layout of the industrial chain, and further build a relatively complete smart chip industry system to support the high-quality development of my country's economy and society.
The impact of the epidemic on the main links of the global smart chip industry chain shows high heterogeneity. The epidemic has greatly affected normal international trade and resource circulation, and has also caused a huge impact on the smart chip industry, which is highly segmented in the industry chain.
(1) Upstream equipment manufacturing companies are dragged down by downstream demand, and ordering volume and operating income are affected. For example, the Dutch lithography equipment giant ASML lowered its revenue forecast for the first quarter of 2020, reduced its revenue forecast by about a quarter, and cancelled its $20 billion stock repurchase plan; material suppliers were greatly affected, especially American and Japanese companies in a controlling position in this field must not only resolve the impact of the epidemic on transportation and demand, but also face the impact of Japan-South Korea trade frictions and Sino-US trade frictions. Some Japanese companies have relocated globally to consolidate Its position in the industrial chain.
(2) Chip design companies are less affected by the epidemic, and remote office after home isolation has reduced the impact of the epidemic to a certain extent; manufacturing companies need a highly clean environment that is highly compatible with the living environment required by the epidemic, and production in the industry is relatively smooth . However, with the global pandemic, the isolation and flow restriction policies generally adopted by various countries affect the transportation of silicon wafers, photoresists, masks, electronic gases, wet chemicals and other materials. The continuity of production by related companies will be affected. Larger impact; packaging and testing companies are industries with relatively high human investment in the smart chip industry chain, and the impact of the epidemic will be more obvious, which will have a systemic impact on the smart chip supply cycle. Generally speaking, the design-manufacturing-sealing and testing chain is driven by front-end design companies. In the case of insufficient short-term demand, the countercyclical investment of design companies is restricted by the company's financial capabilities.
(3) End consumer goods manufacturing companies are most directly affected. The economic slowdown and personnel and traffic control have affected both demand and supply. For example, Apple and Samsung have all delayed the launch of new products.
While the epidemic has affected the global smart chip industry chain, it has also further highlighted the importance of the chip industry in economic and social development. my country should use its leading time advantage in epidemic prevention and control, increase policy support, accelerate the layout of the industrial chain and technological breakthroughs in key areas, achieve corner overtaking in certain industrial links, and enhance the degree of autonomy of the industrial chain.
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