根据中国海关总署公布的数据，2023年我国集成电路进口量下降了10.8%，金额减少了10.6%。此外，二极管及类似半导体器件的进口数量也减少了23.8%，金额减少了13.7%。业内分析人士认为，这一现象主要是由于中国智能手机和笔记本电脑销售疲软等因素影响，以及中国企业正在努力提高本土芯片产量以减少对进口芯片的依赖。
尽管我国在人工智能芯片领域实现量产尚需时日，但在政府的积极推动和相关政策扶持下，正逐渐建立更具弹性的芯片供应链。这些芯片用于汽车和家电等设备，不受美国当前限制措施的影响。公开信息显示，中芯国际、华虹集团和联芯国际在扩大生产方面最为积极，重点关注驱动集成电路、CIS / ISP 和功率半导体集成电路等特种工艺。
据集邦咨询 TrendForce 预测，到 2027 年，中国成熟工艺产能占全球市场的份额将从 2023 年的 31% 增至 39%，如果设备采购进展顺利，还将有进一步增长的潜力。这一趋势表明，我国在集成电路和半导体设备领域的竞争力正在不断提升。
英语如下：
Title: China’s Integrated Circuit Imports Decline 10.8%, Mature Process Global Share to Reach 39% in 2027
Keywords: Integrated Circuit Imports, Decrease by 10.8%, Mature Process Global Share 39%.
Content: According to data released by the General Administration of Customs of China, the import volume of integrated circuits in China decreased by 10.8% and the value decreased by 10.6% in 2023. Additionally, the import volume of diodes and similar semiconductor devices also decreased by 23.8%, with a corresponding decrease in value of 13.7%. Industry analysts believe that this phenomenon is mainly due to factors such as weak sales of Chinese smartphones and laptops, and Chinese companies’ efforts to increase local chip production to reduce reliance on imported chips.
Although it will take time for China to achieve mass production of AI chips, with the active promotion and relevant policy support from the government, a more resilient chip supply chain is gradually being established. These chips are used in devices such as automobiles and home appliances, and are not affected by current restrictions imposed by the US. Public information shows that SMIC International, Huahong Group, and United Microelectronics International are the most active in expanding production, focusing on special processes such as driving integrated circuits, CIS/ISP, and power semiconductor integrated circuits.
According to TrendForce Consulting’s forecast, by 2027, China’s share of mature process capacity in the global market will increase from 31% in 2023 to 39%, with further growth potential if equipment procurement progresses smoothly. This trend indicates that China’s competitiveness in the field of integrated circuits and semiconductor equipment is continuously improving.
【来源】https://www.ithome.com/0/745/412.htm
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