Starting from the second half of 2020, the world has fallen into the predicament of a lack of cores. Because of the lack of cores, we have seen all chip-related products increase in price.

Since we are a global manufacturing center, we have always been a major chip consuming country, consuming nearly 70% of the world's chips. In addition, we are not very strong in chip manufacturing, so the number of imported chips this year is still astronomical.

According to customs data, as of the end of September, China imported 478.42 billion integrated circuits, a year-on-year increase of 23.7%; the import value was US$312.61 billion (approximately 1955.1 billion yuan), a year-on-year increase of 23.7%.

Compared with the 543.5 billion US$350.03 billion imported chips last year, this is equivalent to about 89% of the volume completed in 9 months of this year. In this way, the situation is still very serious, and we are still quite dependent on foreign chips. .

From the average price point of view, the average price of imported chips this year was 0.6534 US dollars, while last year the average price of imported chips was 0.6440 US dollars. , Rose by about 1.5%.

Let’s take a look at the situation of exported chips. As of September, the number of exported chips was 233.98 billion, an increase of 28.4% year-on-year; the export value was US$108.62 billion (693.2 billion yuan), an increase of 33.1% year-on-year. .

It is calculated that the average export chip value is 0.4662 US dollars, which is still far behind the imported chip value 0.6534 US dollars, which means that more high-end chips are imported and more low-end chips are exported.

Last year, we exported 259.8 billion chips with a value of 116.6 billion U.S. dollars and an average value of 0.4488 U.S. dollars each. This is equivalent to a 3.9% increase in the price of chips exported this year compared to last year, which means that the proportion of high-end chips has increased. NS.

At the same time, we found that the export value in the first nine months was as high as 108.62 billion yuan, which actually accounted for more than 93% of the whole year of last year. Compared with the progress of chip import, the export has increased significantly faster.

The price of exported chips increased more expensively, with a growth rate of 3.9%, which was higher than the 1.5% growth rate of imported chips. The number of exported chips increased by 33% year-on-year. From the perspective of monetary value, three quarters completed last year's 93%. , Is also growing faster than imports. This shows that the domestic chip self-sufficiency rate has increased this year, and the proportion of high-end products has also increased. This is really good news.