American chips are no longer proud
the global oversupply of chips is becoming more and more clear and the America analog chip companies that have an absolute Advantage have now chosen to Bow their heads
The price of analog chip leader Texas Instruments for Chinese mobile phones dropped by more than 90 percent which shows the bleakness of the chip industry today according to informati given by domestic component distributors in China the price of analog chips has generally Fallen
One of the buck boost converter chips which rose to around 90 Yuan equivalent to 14 last year has now fallen below 10 Yuan
Equivalent to one US dollar and 50 cents the price has dropped by 90 percent and the prices of other chips have mostly returned to normal prices the return of Chip prices to normal is due to the fact that many Industries have experienced recession this year
among them the automobile mobile phone and TV Industries which are well known to Consumers have declined significantly mobile phone shipments in the Chinese market plummeted by 30 in the first four months and car sales in the Chinese market fell by more than 40 year on year in April
In fact the sales of cars and mobile phones in the global market in 2020 and 2021 are significantly lower than in 2019.
In the context of falling sales of these products Global demand for chips has naturally Fallen rapidly in fact at the beginning of this year
Well-known Apple analyst Ming cheek would pointed out that there has been obvious inventory in the mobile phone industry chain
Among them the inventory of radio frequency chips is sufficient for the demand in the next six to nine months and then conservatively said that the demand for chips will drop by more than 20 percent next year
Afterwards the signs of oversupply of chips became more and more obvious several analysis institutions gave data indicating that the supply of chips was over supplied and the price of chips began to drop significantly
How the price of chips from Texas Instruments the leader in analog chips has dropped by 90 percent and the oversupply of chips has been confirmed
The sharp rise in ship prices attracted the participation of speculative capital and speculative dealers also hoarded chips which further exacerbated the problem of tight chip Supply
At that time the price of chips Rose hundreds of times however the market demand has not increased due to the impact of the public health incident the sales of products such as automobiles mobile phones and TVs have been declining
After more than two years the bubble in the chip industry has finally burst the bursting of the chip bubble will undoubtedly have the greatest impact on American ships because the U.S chip industry still accounts for nearly half of the chip
Market the analog chips were Texas Instruments is located are dominated by U.S chip companies the United States Europe and Japan are estimated to have a combined 90 share of the analog chip Market
Now that the demand for chips has plummeted American ships are in a hurry like ants on a hot pot the world's largest customer for chips is undoubtedly China at this time American ships want to de-stock and naturally they have to hope that China will buy more chips
Texas Instruments offers to Chinese customers have also been quite affordable industry analysts pointed out that the prices of many Texas Instruments chips have plummeted by more than 80 percent with a large drop of 90 percent in just over a year the United States
has changed from taking many measures before to now starting to supply chips in large quantities attitudes are very different perhaps they have regretted their original move at this moment even Samsung has started to de-stock and it has begun to suspend the purchase of panels chips mobile phones and other suppliers
This is the first time in 10 years for Samsung it can be seen that the consumer Market is indeed sluggish now and it is reasonable to reduce the price of chips if this trend continues the United
States May soon come to ask Chinese manufacturers to help clear the chip inventory because for more than a year
American ship manufacturers have produced a lot of chips according to agency data the size of the global semiconductor Market in 2022 will reach 601 billion dollars in 2021 us-based semiconductor companies
will account for 46.3 percent of the global semiconductor Market reaching nearly 300 billion dollars in 2021 China imported more than 440 billion US dollars of chips and the chips consumed in the Chinese market alone accounted for about 35 percent the world's total making it the world's largest chip Market an American ships account for 49.9 of the market share in the Chinese market it can be said that the demand for chips in the Chinese market determines half of the revenue of American ship companies
once the Chip Price Falls and the inventory is high China is really the only one who can really consume the U.S chip inventory after all China is the world's largest manufacturing base for mobile phones TVs computers handheld game consoles smart cars panels and many other electronic products even once the chip Market is in recession it will affect the semiconductor equipment semiconductor materials and other Industries in the United States these industries will also come to ask
Chinese manufacturers to help clear the inventory because China is vigorously developing the semiconductor industry it was once the largest buyer of semiconductor equipment in the world what can be predicted next is that in order to let Chinese manufacturers help to clear the inventory the United States may have some new actions to try to force them to buy chips however China's chip self-sufficiency rate continues to increase the number of imported ships in the first four months of this year has decreased by 24 billion it can be said that American
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