First, the main features of IC import in Shanghai Customs District in the first four months of this year
(I) Imports increased by a year-on-year in April, and imports reached a record high. In April this year, the import of integrated circuits in the customs area was 12 billion, an increase of 31.6% from the previous month, and a decrease from the previous month's decrease of 11.5% to an increase of 25.1%. Monthly import volume hit a record high; the average import price was 3 yuan per share, down 17.3% from the previous month and up 3.3% year-on-year.
(2) Imports of processing trade dominated, and the import of logistics goods in the special trade and customs special supervision areas increased rapidly. In the first 4 months of this year, Shanghai Customs and Excise Department imported 28.63 billion integrated circuits by processing trade, a decrease of 3.4%. It accounted for 71.4% of the total imports of integrated circuits in the same period. In the same period, 7.9 billion were imported by general trade, an increase of 34%, which was 29 percentage points higher than the overall growth rate of IC imports in the same period. In addition, special customs supervision areas The import of logistics goods was 3.46 billion, an increase of 34.9%.
(3) Imports of foreign-invested enterprises accounted for nearly 80%, and imports of state-owned enterprises decreased. In the first four months of this year, foreign-invested enterprises imported 31.77 billion integrated circuits through the Shanghai Customs and Excise Department, an increase of 7.7%, accounting for the total import of integrated circuits in the same period. The amount of 79.2%. In the same period, private enterprises imported 7.88 billion, a decrease of 3.4%, accounting for 19.7%; state-owned enterprises imported 450 million, a decrease of 17.1%.
(4) Taiwan Province is the largest source of imports, and imports from the United States have decreased significantly. In the first four months of this year, Shanghai Customs and Excise Department imported 13.31 billion integrated circuits from Taiwan Province, an increase of 34.7%, accounting for the total import volume of ICs in the same period. 33.2%. In the same period, imports from the United States were 5.92 billion, a decrease of 26.9%; imports from ASEAN were 5.44 billion, a decrease of 4.9%. In addition, imports from the EU reached 3.71 billion, an increase of 2.7%; imports from Japan and South Korea were 3.92 billion respectively. And 4.24 billion, an increase of 1.3% and 17.3% respectively.
(5) Processors and controllers are the largest types of imported goods, and the import prices of memory and amplifiers have increased significantly. In the first 4 months of this year, Shanghai Customs and Excise Department imported 15.32 billion processors and controllers, an increase of 14.1%, accounting for the same period. The total import price of integrated circuits was 38.2%; the average import price was 2.6 yuan, down 14.3%. In the same period, the import memory was 4.09 billion, an increase of 23.8%; the average import price was 18.3 yuan, up 16.7%. In addition, imports The amplifier is 940 million, a decrease of 8.5%; the average import price is 2.4 yuan each, up 34.8%.
It is worth noting that the United States sanctioned ZTE to investigate Huawei, China's semiconductor industry is facing challenges. On April 16, the US Department of Commerce issued an activation refusal order prohibiting ZTE from purchasing, selling or engaging in any restrictions related to US export control regulations within seven years. Items, software or technology transactions, including chips. In addition, according to media reports, the US Department of Justice, the Ministry of Commerce and the Ministry of Finance are investigating whether Huawei Technologies violated US sanctions against Iran. Once the US determines that Huawei is illegal, it is highly likely Like 'Zhongxing', it is subject to heavy penalties. According to statistics, nearly 90% of China's chips are imported or produced in foreign companies, and domestic chips only account for about 8% of local demand. The current global semiconductor market size reaches 438.5 billion US dollars. The top ten semiconductor manufacturers (Samsung, Intel, SK Hynix, Micron, Broadcom, Qualcomm, Texas Instruments, Toshiba, NVIDIA and NXP) accounted for 58.5% of the market, but there are no Chinese manufacturers.