We are constantly receiving quite a few information about China's problems with importing integrated circuits. At the same time, small is written and said about Chinese exports of "scalacs".
In the first half of this year, a peculiar increase in Chinese exports of integrated circuits was recorded in May. Growth this period as well as throughout the six months was driven by strong abroad demand, but besides by a low comparative base. Chinese exports of integrated circuits increased in May by 28.5% in dollar terms compared to the erstwhile year. In June by 23.6% year-on-year (r/r) and this is the 4th period in a row of double-digit growth. Over the full half of the year, export growth reached 25.6% y/y. During this time, more than 113 billion USD was transferred to the accounts of Chinese exporters. They are beneficiaries of the rebirth of request on the global consumer electronics market. China mainly exports microprocessors from 12 to 28 nm, which are most commonly utilized in modern household appliances and cars.
China presently has more than 30% of global production capacity and 14% of global marketplace shares in this kind of integrated circuit.
Experts inform that in the second half of the year current export growth may be hard to maintain. It is not certain that request will grow as in the first half of the year. It is besides almost certain that the United States will introduce prohibitive duties on Made in China integrated circuits. There's talk of 50-60% stakes. What's it gonna be? We'll most likely find out after the U.S. presidential election.
Based on:
- web.csia.net.cn;
- baijiahao.baidu.com;
Author: 梁安基 Andrzej Z. Liang, 上海 Shanghai, 中国 China
Email: [email protected]
Editorial: Leszek B.
Email: [email protected]
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