Dai Hui, vice president of Aiji: the lack of core continues to worsen, which may lead to "core disaster" in the future, and lack of core is an opportunity for some Chinese chip companies.

On June 10th, during the 2021 World Semiconductor Congress, Dai Hui, vice president of Aiji, shared relevant views on the current situation of lack of core at the AI Chip developer Forum.

Dai Hui said that the epidemic has brought about a decline in the global economy as a whole and a decline in purchasing power. However, due to factors such as the release of water from money and home study, office life and other factors, the overall purchasing power of consumer electronics has not declined, but it has not increased significantly.

Why is there a large-scale lack of core in this context? Dai Hui believes that because of the change in the business model, large companies used to use safety inventory, but now everyone adopts the inventory model of active and massive chip hoarding. This situation began with the crazy hoarding of mobile phone companies after H Company was restricted in September last year. We should note that the global market demand for mobile phones has not increased significantly.

Take the infrared temperature measuring gun as an example, from March to May last year, due to the sharp rise in demand caused by the epidemic, there was an extreme shortage of infrared sensors, and a sensor rose from more than 1 yuan to a maximum of more than 80 yuan. but now the price of common products has returned to more than 1 yuan.

So, what are the effects of lack of core?

Dai Hui said that on the one hand, the core shortage situation is still deteriorating, but if it reaches a certain peak, it may be similar to the stock market, turning down, then it may bring a kind of "core disaster" similar to the stock market crash, that is, the price of the chip plummets, thus causing losses to many people. There are many such stories in history.

On the other hand, the lack of core brings an once-in-a-lifetime opportunity for domestic chips, especially for car gauge chips. Many domestic chips that were originally difficult to enter the market have been given valuable verification opportunities.