This year's closure of 109,000 chip companies ...
Recently, according to titanium media reports, data show that the Chinese chip industry is experiencing a clear round of adjustment, and the industry has ushered in the cold winter. As of December 11, 2023, China has been canceled and revoked by 10,900 chip -related enterprises in China, an increase of 69.8%year -on -year, an increase of 89.7% from 5746 in 2022. At the same time, at the same time, the newly -registered chip companies reached 65,700, an increase of 9.5%year -on -year, which indicates that the chip industry is experiencing large -scale enterprises and the emergence of new enterprises.Data show that the number of chip companies that were canceled and revoked in 2023 far exceeded previous years, and an average of more than 31 chip companies canceled and revoked business information. In the past five years, the number of chip companies revoked and canceled in China has exceeded 22,000, showing a significant downward trend. This may be due to industry adjustments caused by factors such as the US dollar rate hike, the decline in the global consumer electronics market, and the decoupling of industrial.
The global semiconductor market is also affected. According to the latest forecast of World Semiconductor Trade Statistics (WSTS), in 2023, the global semiconductor market size is expected to reach US $ 520 billion, a year -on -year decrease of 9.4%. This means that the global chip industry is still in a downward cycle, and companies are facing important challenges, and the expected recovery may also be relatively slow.
Against this background, some industry leaders also feel the pressure of the market.
TSMC
The leadership of the WALD TSMC's consolidated revenue in November decreased by 15.3%, a year -on -year decrease of 7.5%. From January to November 2023, TSMC's total revenue decreased by 4.1%year-on-year. Wei Zhejia, President of TSMC, said that in 2023, it was in the adjustment period of the inventory, and there was also uncertainty in 2024. However, due to the rapid development of AI applications, it will still be full of opportunities in 2024.
ADI
According to the official notice submitted to the California Employment Development Department (EDD), Analog Devices (ADI) plans to conduct a round of layoffs in the Rio Rio ROBLES office building in northern San Jose. The number 12th.
This layoff decision is based on the latest Fourth Fortune Season report of ADI. The report shows that because the semiconductor inventory is still high, the company's revenue has decreased by 16%year -on -year to $ 2.72 billion. The report shows that only the revenue of the automotive departments has grown positively, an increase of 14%year -on -year to $ 730 million, while the vehicle uses 27%of the overall revenue. On the other hand, the revenue of the industrial sector accounts for about 50%, which is the largest source of revenue of ADI, but in the fourth quarter, revenue fell by 20%year -on -year to 1.35 billion US dollars.
General Motors
General Motors plans to lay off more than 1,300 people in Michigan, of which 945 are layoffs of the Orion factory, and 369 Lansing Grand River factory layoffs will take effect on January 1 next year.
Broadcom
Bosch, the world's largest automotive parts supplier, plans to reduce the positions of two German factories by 2025, and the total number of layoffs may reach 1,500 to meet the changing needs and technologies of the automotive industry. These two factories are located in Feuerbach and Schwieberdingen in Germany. On the other hand, the domestic market is also facing challenges. According to the data of Oriental Fortune Choice, as of November 1, 151 semiconductor listed companies have disclosed the three quarterly reports in 2023, and the total operating income has achieved a total operating income of about 352.3 billion yuan, which is almost the same period last year. However, a total of about 19.3 billion yuan in net profit attributable to mothers, a year -on -year decrease of about 54%. Among them, the net profit of 111 semiconductor companies declined year -on -year, accounting for 74%of the overall number.
In addition, the secondary market has also showed an unobstructed trend. Taking chip design as an example, according to the data of Wei Shaojun, a professor at Tsinghua University and the Chairman of the Integrated Circuit Design Branch of the China Semiconductor Industry Association, a total of 3,243 chip design companies in China this year, of which 55%of the company's sales revenue is less than 10 million yuan. This shows that although there are many domestic chip design companies, they are generally small, and they are still in a "small and scattered" state as a whole.
Facing the uncertainty of the external environment, the Chinese chip industry needs to be more cautious and thoughtful in the future development. Although the industry is currently facing a certain cold winter, some people in the industry said that it is expected to usher in recovery in 2024.
The research institution Gartner predicts that by 2024, sales of the global semiconductor industry will increase by 16.8%, and the storage chip industry is expected to increase by 66.3%. According to Hu Weiwu, chairman of Longxin Zhongke, it is expected that by 2027, the "stuck neck" problem of the Chinese chip industry chain should be basically solved. However, it still needs to pay close attention to factors such as international trade environment, technological innovation and market demand to better cope with future changes.
