In terms of semiconductor chips, everyone knows that American companies are strong. Many IT companies in China rely on American companies' chips, but on the other hand, China is also the most important semiconductor market in the world. Relying on the Chinese market, both sides lose their glory.
As early as two years ago, the US quatz website published an article that counted the dependence of companies in the US semiconductor industry on the Chinese market. Among them, 80% of the RF manufacturer Skyworks received revenue from the Chinese market. 61% of the company's revenue comes from the Chinese market. Broadcom, Micron, and NVIDIA have 55%, 55%, and 54% of their revenues from the Chinese market. Anwarco's 49% of revenue is also based on China. Semiconductor equipment manufacturers use AM materials. 48% of the revenue depends on China, and other companies such as TI, Yidi, LAM, Intel and other companies also have 30-40% of the income needed to support the Chinese market.
Although this data is in 2016, the semiconductor market is still growing rapidly in the past two years, and revenue from the Chinese market will only be much less. This is also the reason why the stock prices of many companies in the US semiconductor industry company plummeted after the US announced the sanctions against Huawei yesterday.
Yesterday, NeoPhotonic plunged 20.63%. They are Huawei's optical component suppliers. This plunging has created the largest record in four years, while another optical component supplier Lumentum also fell 11.54%, a six-month period. The biggest drop.
In addition, Qualcomm, a supplier of Huawei modulation regulator chips, also fell 4% on the day. Shares of Huawei's communications chip suppliers Skyworks, Qorvo and Xilinx fell 6.06%, 7.14% and 7.27%, respectively.
Wang Xinzhe, chief economist of the Ministry of Industry and Information Technology, said at the World Semiconductor Conference that in 2018, the scale of the integrated circuit market in China has reached 1.6 trillion yuan, accounting for nearly 50% of the global market share, and sales revenue exceeded 653.2 billion yuan, of which foreign investment Companies contribute more than 30% of the scale.