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The process of chip localization is accelerated, and the global market share is increased

Original title: chip localization process accelerates, chip concept stocks rise

Affected by the news of 'apple and Changjiang storage negotiation, or the first application of China's flash memory chip', sihai.com.com.cn.cn.cn.cn.cn.cn.cn.cn.cn.cn.cn.cn.cn.cn.cn.cn.cn.cn.cn.cn.cn.cn.cn.cn.cn.cn.cn.cn.cn.cn.cn.cn.cn.cn.cn.cn.cn.cn.cn.cn.

Xinyiying said that the self-sufficiency rate of the chip industry is gradually increasing. As the largest chip buyer in the world, Apple will enhance the global market share of China's chip industry once it applies Chinese chips, and further promote the process of chip localization.

According to relevant media reports, Apple has begun negotiations with China Changjiang Storage Technology Co., Ltd. to purchase its NAND flash chips for iPhone products. If an agreement is reached, it will mean that the iPhone will adopt flash chips from Chinese manufacturers for the first time. However, the relevant person in charge of Changjiang storage said: it is still in a confidential period and has no comment for the time being.

Changjiang storage is the main company of national memory base project implementation, which is jointly funded by Ziguang Guoqi, the holding subsidiary of Ziguang group, national integrated circuit industry investment fund Co., Ltd., Hubei Guoxin industry investment fund partnership (limited partnership) and Hubei science and Technology Investment Group Co., Ltd. Among them, Ziguang Guoqi invested 19.7 billion yuan, accounting for 51.04% of the shares, forming a holding stake in Changjiang storage.

It is certain that the localization process is expected to accelerate. It is estimated that in 2017, the sales scale of the chip design industry will be about 200 billion yuan, with an annual growth rate of more than 20%. The self-sufficiency rate of China's chip industry is gradually increasing. As the world's largest buyer of NAND flash chips, Apple's total purchase of flash chips accounts for about 15% of the world's total, and mainly purchases NAND flash chips from Toshiba, western data, SK Hynix and Samsung Electronics. If Apple purchases Chinese flash chips in the future, it will increase the share of Chinese chips in the international market and further enhance the localization process of Chinese chips.