Di Yi Cai Jing·2025-09-14 05:38Core 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].