The situation is grim: the chip trade deficit 400 billion in the first quarter and hit a new high.

As we all know, chips have always been one of the most concerned topics of netizens, because all electronic devices currently need chips, but we are relatively backward in the chip industry and highly dependent on imports.

Recently, with the release of domestic import, export, production and other data in the first quarter, we found that the reality is still quite grim, that is, in the first quarter, our chip trade deficit reached 400 billion, and reached 400 billion in one quarter, which reached a new high.

According to statistics from the China Semiconductor Industry Association on May 18, China's integrated circuit production in the first quarter of 2021 was 82.05 billion pieces, an increase of 62.1 percent year-on-year. In the first quarter of 2021, China's integrated circuit sales were 173.93 billion yuan, up 18.1 percent year-on-year.

According to customs data, in the first quarter of 2021, China exported 73.7 billion pieces of integrated circuits, an increase of 42.7 percent over the same period last year, and exports amounted to 31.46 billion billion US dollars (about 202.1 billion billion yuan), an increase of 31.7 percent over the same period last year.

Looking at imports, China imported 155.27 billion pieces of integrated circuits in the first quarter of 2021, up 33.6 percent year-on-year, and imports amounted to US $93.6 billion billion (about 601.4 billion billion yuan), up 29.9 percent year-on-year.

In other words, the chip trade deficit in the first quarter was 81.57 billion yuan, and the amount was 399.3 billion yuan, and this 399.3 billion yuan was the highest quarterly trade deficit in recent years.

In addition, from the above import data, we can draw another conclusion, that is, we export low-end chips, the average price is low, and the import is mainly high-end chips, because the price is higher.

Because 155.27 billion chips are imported, the amount is 93.6 billion US dollars, which is equivalent to the price of each imported chip being 3.87 yuan. The export chip is 81.57 billion pieces, the amount is 31.45 billion US dollars, which is equivalent to the export price of each chip is only 2.74 yuan, the average price difference is nearly 1/3.

For these data, I don't know what you think, indicating that the current domestic semiconductor demand is continuously strong, and the supply is still quite tight. Although my country's integrated circuit industry continues to maintain rapid development, it is mainly low-end and highly dependent. It is still quite high. This is also a relatively severe reality, don't you think?