Shenzhen has set a target of 250 billion yuan for its semiconductor output value in three years
#Industry information ·2025-08-12 17:56:12
On March 28, 1980, Richard W. Anderson, a semiconductor expert at Hewlett-Packard, announced the performance test results of 300,000 memory chips, half of which were from Japan and the other half from the United States. The results show that the quality of all Japanese chips is superior to that of American ones.
Anderson's test report was called "Anderson's bombshell", and this day was also referred to as a "gloomy day" for the US semiconductor industry. Just as the day when the Soviet Union's first satellite "Sputnik" was launched into space signified that the United States was under threat due to its backward technology, it was called the "Sputnik moment" by the United States.
Once the United States faces possible threats in important fields, it will take a series of countermeasures.
The United States first forced the appreciation of the Japanese yen through the Plaza Accord in 1985, and then signed the Japan-US Semiconductor Agreement in 1986, the Japan-US Semiconductor Safeguards Agreement in 1989, and the Second Japan-US Semiconductor Agreement in 1991, completely undermining Japan's leading position in semiconductors over the United States. According to IC Insights, in 1990, battered Japanese semiconductor suppliers still occupied 49% of the global market, but by 2020, this figure had dropped to 6%.
Of course, Japanese semiconductors still retain a relative advantage in areas such as image sensors, memory chips, and microprocessors. Data from Nikkei Chinese website shows that in 2020, Japan accounted for 49%, 19%, and 17% of the global market share in these three fields respectively.
For China's semiconductor industry, the United States also wants to replicate the "successful experience" of over 30 years ago. However, unlike Japan, the more it is suppressed, the higher the share of China's semiconductor industry and market in the global market.
According to data from the Semiconductor Industry Association (SIA) of the United States, global chip sales reached a record high of 555.9 billion US dollars in 2021, representing a year-on-year growth of 26.2%. In 2021, the sales of China's semiconductor market reached 192.5 billion US dollars, increasing by 27.1% year-on-year and accounting for 34.63% of the global semiconductor market.
Meanwhile, as the significance of the semiconductor industry has been given unprecedented attention, major cities in China have also initiated a "semiconductor industry promotion Championship".
As a first-tier city that has always been renowned for its high-tech prowess, Shenzhen aspires to become the "number one player" in the semiconductor industry.