中國芯片進口:前四個月同比下降11.4%
根據官方海關數據,2022 年前四個月,中國的集成電路 (IC) 進口量下降,而此時中國正試圖減少對外國技術的依賴,同時採取嚴格的抗疫措施,削弱了中國製造業。
來源:內容由半導體芯聞(ID:MooreNEWS)編譯自南華早報
海關總署數據顯示,1-4月中國進口集成電路1860億片,比去年同期的2100億片下降11.4%。然而,由於全球芯片短缺推高了價格,進口價值躍升 10% 至 1345 億美元。
根據中國海關上個月公佈的數據,第一季度中國集成電路進口量同比下降 9.6%,與 2021 年同期 33.6% 的增幅相比大幅回落。
海關總署週一發佈的數據不包括按 IC 類型分類的數據。
目前的下降趨勢與過去兩年來IC進口的迅猛增長形成鮮明對比,當時IC進口的月增長率平均在25%左右。
由於擔心美中經濟脫鉤和冠狀病毒大流行導致供應中斷,中國公司自 2020 年底以來一直在囤積半導體。隨着與美國的科技戰愈演愈烈,北京通過向該行業注入投資,加倍推動芯片的自給自足。
根據美國半導體行業協會的一份報告,在政府的大力支持下,到 2024 年,中國的半導體銷售額在全球市場的份額可能達到 17.4%,使中國成爲僅次於美國和韓國的全球最大芯片製造商之一。
然而,中國的芯片雄心目前因缺乏先進芯片開發所需的人才和技術而受阻。由於工廠關閉,疫情也擾亂了供應鏈。
多個製造中心已進入嚴格的封鎖狀態。包括特斯拉和中芯國際在內的主要製造商已在“閉環”系統下恢復生產,工人在工作場所或附近睡覺,以確保與外界零接觸。
國家統計局上月公佈的數據顯示,第一季度中國集成電路產量同比下降 4.2% 至 807 億片,是自 2019 年以來最差的季度表現。
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