是说芯语·2025-09-14 07:25Core Viewpoint - The Chinese Ministry of Commerce has initiated an anti-dumping investigation into imported simulation chips from the United States, citing significant price drops and market share gains that harm domestic producers [2][12]. Summary by Sections Investigation Background - The investigation was prompted by a request from the domestic industry, aligning with Chinese laws and WTO rules. The products under scrutiny include general interface and gate driver chips [2][12]. - From 2022 to 2024, imports of these products from the U.S. increased by 37%, while their prices fell by 52%, negatively impacting domestic sales [2][3]. Import and Market Share Data - The U.S. simulation chips accounted for an average market share of 41% in China during the investigation period, with a significant increase in import volumes: 1.159 billion units in 2022, 1.299 billion in 2023, and 1.590 billion in 2024 [4][5]. - The market share of U.S. simulation chips rose from 35.40% in 2022 to 44.98% in 2024, indicating a growing dominance in the Chinese market [6][11]. Price Trends and Impact on Domestic Industry - The dumping margins for general interface chips reached 302.41%, while gate driver chips saw even higher margins at 458.51%, indicating severe price undercutting [3][4]. - Prices of U.S. general interface chips dropped from 3.00 CNY per unit in 2022 to 1.55 CNY in 2024, a cumulative decrease of 48.33%. Similarly, gate driver chips fell from 3.99 CNY to 1.76 CNY, a drop of 55.85% [7][9]. - In contrast, domestic prices for similar products decreased less significantly, leading to a situation where domestic companies are forced to follow the price drops of imported products, resulting in reduced profit margins [11]. Industry Response and Support - The Jiangsu Semiconductor Industry Association has expressed that the U.S. dumping practices have severely impacted the domestic industry, leading to losses and reduced operational rates [11][13]. - Both the China Chamber of Commerce for Import and Export of Machinery and Electronic Products and the China Semiconductor Industry Association have voiced their support for the anti-dumping investigation, emphasizing the need for fair competition in the semiconductor market [12][13].