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美国芯片巨头三年降价一半,中国企业陷入“被动跟跌” 困境
Di Yi Cai Jing· 2025-09-14 05:38
Core Viewpoint - The Chinese Ministry of Commerce has initiated an anti-dumping investigation into imported analog chips from the United States due to significant price drops and increased import volumes, which have adversely affected the domestic industry [1][12]. Group 1: Investigation Details - The anti-dumping investigation was launched in response to a request from the domestic industry and is in accordance with Chinese laws and WTO rules [1][12]. - The investigation focuses on general interface and gate driver chips imported from the U.S. [1]. - Evidence submitted indicates that from 2022 to 2024, the import volume of the investigated products from the U.S. increased by 37%, while the import prices decreased by 52%, harming domestic sales [1][3]. Group 2: Impact on Domestic Industry - The U.S. analog chips have significantly impacted the Chinese market, with the dumping margins for general interface chips at 302.41% and gate driver chips at 458.51% during the investigation period [2][3]. - The market share of U.S. products in China rose from 35.40% in 2022 to 44.98% in 2024, indicating a growing dominance in the market [4][6]. - Domestic companies have experienced a decline in profitability, with average unit sales gross margins dropping by 33.41% in 2024 compared to 2023 [11]. Group 3: Price Trends - The price of U.S. general interface chips fell from 3.00 CNY per unit in 2022 to 1.55 CNY in 2024, a cumulative decrease of 48.33% [7][9]. - Similarly, gate driver chips saw a price drop from 3.99 CNY in 2022 to 1.76 CNY in 2024, a cumulative decrease of 55.85% [7][9]. - In contrast, domestic prices for similar products have decreased less significantly, with general interface chips dropping by 33.59% and gate driver chips by 22.13% over the same period [11]. Group 4: Industry Response - The Jiangsu Semiconductor Industry Association has stated that the dumping of U.S. chips has caused severe damage to the domestic industry, leading to losses and reduced operational rates [11][14]. - Both the China Chamber of Commerce for Import and Export of Machinery and Electronic Products and the China Semiconductor Industry Association have expressed support for the investigation, emphasizing the need for fair competition [13][14]. - The investigation is expected to conclude by September 2026, with the Ministry of Commerce ensuring that all stakeholders' rights are protected during the process [15].
商务部调查美国模拟芯片倾销,对华倾销幅度达300%
Sou Hu Cai Jing· 2025-09-14 04:50
Core Viewpoint - The Chinese Ministry of Commerce has initiated an anti-dumping investigation into U.S. manufactured analog chips, citing a dumping margin exceeding 300% [1] Group 1: Investigation Details - The investigation targets four U.S. manufacturers: Texas Instruments, ADI, Broadcom, and ON Semiconductor [1] - Preliminary evidence submitted by the Jiangsu Semiconductor Industry Association indicates a significant price decline for the investigated products during the investigation period [1] Group 2: Market Impact - The investigated products account for an average market share of 41% in China [1] - The total import quantity of the investigated products has shown a continuous upward trend, with imports recorded at 1.159 billion units in 2022, 1.299 billion units in 2023, and projected to reach 1.590 billion units in 2024 [1]
China starts probes targeting US Semiconductor sector
BusinessLine· 2025-09-14 04:00
Core Points - China has initiated two investigations into the US semiconductor sector, coinciding with upcoming trade talks between the two nations [1][3] - The Ministry of Commerce has launched an anti-dumping probe on certain American-made analog IC chips and an anti-discrimination investigation regarding US actions against the Chinese chip sector [2][8] - These investigations follow the US adding 23 more China-based companies to its entity list, which restricts businesses that threaten US national security [3][8] Investigation Details - The anti-dumping investigation targets analog IC chips produced by companies like Texas Instruments Inc. and Analog Devices Inc. [2] - The anti-discrimination investigation is a response to perceived US protectionist practices against China in the integrated circuits field [8] Context of Trade Talks - The trade discussions are set against a backdrop of ongoing tensions, with the US having previously imposed tariffs and restrictions on China [4][5] - The semiconductor industry has become a focal point of contention, particularly with the US limiting China's access to advanced AI technologies [5][6] Implications for Companies - Analog chips are crucial for various applications, including smartphones, electric vehicles, and medical imaging, indicating their importance in the tech supply chain [7] - The US has implemented numerous restrictions on China’s semiconductor industry, which Chinese officials claim are discriminatory and aimed at suppressing China's technological advancement [8] Future Considerations - The anti-dumping probe is expected to last about a year, with a possibility of extension, while the anti-bias investigation typically takes around three months [10]
江苏半导体协会:美国模拟芯片对华倾销幅度高达300%
第一财经· 2025-09-14 02:26
Core Viewpoint - The Ministry of Commerce has initiated an anti-dumping investigation against imported simulation chips from the United States, citing significant price declines and high market share in China [1] Group 1: Investigation Details - The investigation targets four U.S. manufacturers: Texas Instruments, ADI, Broadcom, and ON Semiconductor [1] - The evidence submitted indicates that the dumping margin for the products in question exceeds 300% [1] Group 2: Market Impact - The products under investigation have maintained an average market share of 41% in China [1] - The total import quantities of these products have shown a significant upward trend, with imports recorded at 1.159 billion units in 2022, 1.299 billion units in 2023, and projected to reach 1.590 billion units in 2024 [1]
江苏半导体协会:美国模拟芯片对华倾销幅度高达300%
Di Yi Cai Jing· 2025-09-14 00:36
Core Viewpoint - The Ministry of Commerce has initiated an anti-dumping investigation into imported simulation chips originating from the United States, citing significant price declines and high market share in China [1] Group 1: Investigation Details - The investigation targets four U.S. manufacturers: Texas Instruments, ADI, Broadcom, and ON Semiconductor [1] - The preliminary evidence submitted by the Jiangsu Semiconductor Industry Association indicates that the dumping margin for the products in question exceeds 300% [1] Group 2: Market Impact - The products under investigation have maintained an average market share of 41% in China during the application investigation period [1] - The total import quantity of the investigated products has shown a significant upward trend, with imports projected to reach 1.159 billion units in 2022, 1.299 billion units in 2023, and 1.590 billion units in 2024 [1]
江苏半导体协会:美国模拟芯片对华倾销幅度高达300%
Di Yi Cai Jing· 2025-09-14 00:35
Group 1 - The Ministry of Commerce announced an anti-dumping investigation into imported simulation chips originating from the United States [1] - The investigation was initiated based on a request from the Jiangsu Semiconductor Industry Association, which identified four U.S. manufacturers: Texas Instruments, ADI, Broadcom, and ON Semiconductor [1] - Preliminary evidence submitted indicates that the prices of the investigated products from the U.S. have significantly decreased, with a dumping margin exceeding 300% during the investigation period [1] Group 2 - The investigated products accounted for an average market share of 41% in China [1] - The total import quantity of the investigated products has shown a continuous and significant upward trend, with imports reaching 1.159 billion units in 2022, 1.299 billion units in 2023, and projected to be 1.590 billion units in 2024 [1]
China Probes U.S. Chip Sector On Eve Of Trade Talks
Investors· 2025-09-13 15:57
Core Viewpoint - China has initiated two investigations into the U.S. semiconductor industry, coinciding with upcoming U.S.-China trade talks, indicating rising tensions between the two nations [1][4]. Group 1: Investigations and Trade Tensions - The Ministry of Commerce in China has launched an anti-dumping probe targeting specific U.S.-made analog chips, particularly those produced by Texas Instruments and Analog Devices [2]. - A separate investigation has been initiated regarding the U.S. restrictions on integrated circuits, including 301 investigations and export control measures [2]. - These actions follow the U.S. Commerce Department's addition of 23 Chinese firms to its restricted trade list, which includes limitations on two Chinese chip companies concerning the import of U.S. chipmaking equipment [3]. Group 2: Impact on Chip Stocks - Analog Devices' stock decreased by 0.75% to $245.21, falling below a buy point of $247.72 [5]. - Texas Instruments' stock fell by 2.8% to $182.60, remaining below all moving averages despite being in a base [5]. - Nvidia's stock increased by 6.5% to $177.80, regaining its 50-day moving average and forming a flat base with a buy point of $184.48 [5]. - AMD's stock rose by 4.9% to $158.57 but did not surpass the 50-day line, indicating a potential early entry point if it does [6].
China starts probes targeting US semiconductor sector
Fortune· 2025-09-13 15:10
China launched two investigations targeting the US semiconductor sector ahead of planned talks between the two nations on trade and other issues.The Ministry of Commerce said in a statement on Saturday that it’s opened an anti-dumping probe relating to certain American-made analog IC chips, the sort of products sold by Texas Instruments Inc. and Analog Devices Inc. At the same time, the ministry also kicked off an anti-discrimination investigation into US moves against the Chinese chip sector, according to ...
【国信电子|模拟芯片专题】推荐具有高端化和平台化能力的企业
剑道电子· 2025-09-12 14:20
Core Viewpoint - The analog chip industry is entering an upward cycle, with expected global market growth of 3.3% in 2025 and 5.1% in 2026, reaching $82.2 billion and $86.4 billion respectively. The long-term growth is driven by AI applications such as data centers, autonomous driving, and humanoid robots, indicating significant potential for domestic companies [3][7][12]. Industry Overview - The global analog chip market has a CAGR of 4.77% from 2004 to 2024, with a projected market size of $79.6 billion in 2024, which is a 2.0% decrease from the previous year. The market is expected to recover in 2025 and 2026 [3][12]. - The Chinese analog chip market is projected to reach ¥195.3 billion in 2024, with a CAGR of 11% from 2025 to 2029. The market is driven by sectors such as industrial, automotive, and AI [18][21]. Key Applications and Growth Areas - Key growth areas for analog chips include industrial applications, AI, and automotive sectors. The industrial sector is expected to see a recovery in procurement and new product introductions, while the automotive sector is experiencing a shift towards electrification and intelligence [7][21][37]. - AI applications are expected to significantly increase the demand for analog chips, particularly in power management and signal processing [31][34]. Domestic Market Potential - China accounts for approximately 35% of the global analog chip market, making it a crucial revenue source for international manufacturers. However, the domestic self-sufficiency rate remains low, indicating substantial room for growth [7][34]. - Major international players like TI and ADI derive significant revenue from China, with TI's revenue from China estimated at $3 billion in 2024, while ADI's is around $2.1 billion [34][35]. Competitive Landscape - The competitive landscape is characterized by a mix of established international firms and emerging domestic players. The industry is seeing increased competition as domestic companies aim to capture market share in high-end applications [51][52]. - The growth model for analog chip companies often involves a combination of product diversification and customer base expansion, with established firms leveraging extensive product lines and customer relationships to drive revenue [23][28]. Investment Strategy - The report recommends investing in companies with high-end and platform capabilities, as these firms are better positioned to capitalize on the growth opportunities in the analog chip market [5][8].
拆解灵巧手,ADI深度赋能
半导体芯闻· 2025-09-12 10:12
如果您希望可以时常见面,欢迎标星收藏哦~ 在此前的文章 《 ADI 全面布局人形机器人》 中,我们分享了这家模拟芯片巨头在近年火热的机器 人赛道的布局。得益于在控制、传感以及电源方面的深厚积累,ADI已然成为了这个领域重要的芯 片和方案供应商。 正如前文中所说,在机器人中还有一个重要组成部分,那就是灵巧手。作为一个复杂且尺寸有限的 部件,灵巧手涉及数十个自由度的控制,还要考虑与机器人的连通、功耗控制等问题,这就让灵巧 手成为了人形机器人中的重中之重。 ADI 中 国 区 工 业 市 场 总 监 蔡 振 宇 也 表 示 , 对 于 人 形 机 器 人 而 言 , 立 起 来 走 路 不 难 了 , 难 就 难 在"手"和"智能"。 不容易的"手" 作为一家横跨多个领域布局的模拟芯片企业,ADI也能为灵巧手提供广泛支持。 ADI的精准赋能 蔡振宇直言,手在人形机器人中的成本,是非常高。因此如何打造出"灵巧手",降低包括"手"在内 的机器人BOM成本,是人形机器人走向普及的一个前提。 诚然,类比人类的手,十个手指,如此多关节(单手21个自由度),同时配合做那么多高精度动 作。这如果要在"灵巧手"上完全复刻,足以看到 ...