China is the world's largest producer of electronic information products and components, producing 70% of smartphones, 80% of computers, and more than 50% of digital TVs each year. The overseas epidemic situation is impacting the domestic supply chain of 5G mobile phones and other electronic information products, and many manufacturers have begun to seek localized alternatives.
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Li Yang is a domestic supplier of 5G mobile phone radio frequency chips. During these two days, his calls kept coming to inquire about chip supply.
Li Yang told reporters that as the core component of 5G mobile phones-most of the RF chip market is occupied by several companies in the United States and Japan. The recent epidemic upgrades have increased the risk of these manufacturers to stop production. Centralized listing, which brings opportunities for market replacement for domestic chip companies.
The reporter learned that the semiconductors, components and equipment involved in China's import of integrated circuits mainly come from Taiwan, South Korea, Japan, Malaysia and the United States, but the high-end chips imported from the United States have been significantly affected by the epidemic.
Huang Hanquan, Director of the Industrial Development Institute of the National Development and Reform Commission: The products affected by the terminal may include 5G smart phones, new consumer electronics products, artificial intelligence equipment and high-end communication equipment. Chain and supply chain.
In the future, Made in China, there will be more adverse factors to overcome, and it will also force us to take the road of safe and controllable and industrial upgrading.
1. Accelerate the localization of core components and parts and core equipment in important industries to ensure national industrial safety and sustainable development
Perhaps most people will think that this is bragging and shouting slogans, anyway, they will eventually compromise with the United States and Europe. However, according to the current environment, the United States has frequently imposed restrictions on high-tech exports to China in order to curb the industrial upgrading of Chinese enterprises, which we cannot bear. If the United States refuses to supply some chips or components in the ventilator, this ventilator may not be made. Although we can find some other alternative suppliers, it is still a little "troublesome" in the short term.
Furthermore, the CPU, the chip for switching routes, etc. are all lifebloods. If the subsequent "Science and Technology War" of the US dialogue is fully fired, the consequences will be unthinkable.
At present, leading downstream enterprises, central enterprises and governments are required to organize the construction of ecology and industrial chains, push back the construction and upgrading of upstream supply chains, form an industrial economy, and ensure the sustainable development of the technology industry.
Taking the ICT industry as an example, it is entirely possible for us to design industrial development in this way, with domestic CPU chips as the core, supporting Shenzhen / Shanghai / Beijing chip domestic manufacturers, and supporting peripheral power supply, structure, system manufacturers, and software manufacturers. In the industrial ecological area, a preliminary and complete domestic ICT circle and chain will be realized, which will be upgraded and replaced year by year.
Similarly, the ecology of Wintel in Europe and America can continue to develop, but we can make our own adjustments according to the external environment, and also allow the technology and products of neutral countries in Europe and America to enter the domestic chain to ensure that the industry, technology and products can be more complete and more complete. Fast growth.
2. Accelerate industrial upgrading and adjustment and transfer of low-end industries in key regions to form a coordinated development of the industrial economy
Taking the Guangdong-Hong Kong-Macao Greater Bay Area as an example, Shenzhen and Guangzhou need to first avoid the trend of hollowing out industries, and high-end manufacturing needs to be accelerated, especially chip components, high-end materials, and high-end medical care that can ensure industrial safety are sustainable. needs.
Shenzhen and Guangzhou have the ability to do more upstream in the industry, research and design integrated circuits, research and development of chip materials, research and development of electronic materials, research and development of CT and other high-end medical equipment and even core components.
Secondly, to reduce the investment in low-end industries and manual workshops, it is necessary to transfer related industries to the periphery of the Guangdong-Hong Kong-Macao Greater Bay Area and even Southeast Asia as far as possible to form a supporting development of coastal and inland industries. Currently relatively labor-intensive clothing, shoes and hats, manpower demand more electronic assembly factories. For example, what small e-cigarette factory, what small electroplating factory, low-value assembly line assembly plant. Rents are expensive, manpower is expensive, utilities are expensive, and they do not bring about an appreciation of industry and urban value. This is also a global problem. If Guangdong, Hong Kong and Macau have not eliminated low-end industries and realized high-end industries, then the surrounding areas will not be able to undertake relatively low-end industries. If all parts of the country are playing games with each other in low-end industries, the industrial layout and industrial coordination are indeed Can not form a benign development.
In addition, it is not necessary for the central and western regions to undertake low-end manufacturing along the coast. It is also necessary to develop characteristic industries in the region based on endowment. However, it is necessary to avoid the country's "one swarm" of the same industry, which leads to overcapacity and bayonet.
Of course, we see that in the central region, including Henan, Hubei, Hunan, and Jiangxi, we have undertaken many supply chains for the electronic information industry, including PCB, mobile phone glass, electronic assembly, screen components, etc., all of which have a certain industrial scale and need to be accelerated. It is the R & D and cultivation of upstream industries in Shenzhen, Guangzhou, Beijing and Shanghai. In the future, it will definitely need to compete with European, American and Japanese companies to snatch the upstream jobs in the supply chain. Tamron's change of bird is really empty talk. We can't count on the "net red" and "sharing economy" as the backbone of the Chinese economy. The epidemic tells us that those responsible and responsible must be Chinese scientists and professional and technical personnel who have accumulated and carried forward for a long time, including doctors and the most responsible people in all walks of life.
In the future, China will come on!
