China has broken another gap in the chip industry, and American chips have to cut prices to sell

Recently, a domestic technology company announced that the country’s first MEMS BAW filter has been fully put into production and has entered the mass production stage. A major advance.

BAW filters were not familiar to consumers at first. After all, this is a key device used in radio frequency chips. Consumers pay more attention to high-end products such as chips. However, BAW filters are actually high-tech products. This type of key device Originally completely monopolized by the United States.

BAW filter is the key device of 5G radio frequency chip, especially with the advent of 5G era, BAW filter will affect the commercial use of 5G technology, it is mainly suitable for signal processing in the frequency band above 2GHz, and improves the anti-interference and signal quality of mobile communication signals. Therefore, it plays an important role in 5G and 6G technologies using high-frequency bands.

Previously, the 5G mobile phone of a Chinese technology company could not support 5G. The key lies in the BAW filter. The industry is completely monopolized by the United States. Broadcom and Qorvo in the United States occupy more than 90% of the share of BAW filters, relying on their monopoly market position. The United States just brazenly shot a certain technology company, causing the mobile phones launched by the technology company since the second half of 2021 to no longer support 5G.

Now the first domestic BAW filter MEMS chip production line jointly built by Wuhan Minsheng and Beijing Saiwei Electronics Co., Ltd. is officially put into operation, entering the stage of mass production, ending the US monopoly on the industry. The BAW filter developed by Wuhan Minsheng has completely independent intellectual property rights, and the 108 authorized patents it has obtained have completely bypassed the US patent monopoly on BAW filters.

With the advent of the 5G era, BAW filters have become an industry with great development prospects. Industry insiders pointed out that with the commercialization of 5G technology, more than 70 BAW filters are used in 5G mobile phones, while only 20 BAW filters are used in 4G mobile phones. -40, and the value of BAW filters used in 5G mobile phones is higher. As for the higher frequency bands used in future 6G technology, the value of BAW filters will be even higher.

China’s independent research and development of BAW filters can be said to be another major advancement in domestic chip technology. This is a microcosm of the United States’ restrictions on the development of Chinese chips in recent years. The United States tried to limit the development of Chinese manufacturing with its dominant chip industry. The result But it stimulated the potential of Chinese chips and broke one gap after another.

In recent years, China has successively broken the gaps in the storage chip, analog chip and other industries, resulting in the inventory of chip companies such as Micron and Texas Instruments in the United States, which had to be sold at a large price reduction, and there were also layoffs and salary cuts. Now in BAW filter I am afraid that the industry will repeat the same mistakes and sell at a lower price again.

In the past, the United States obtained huge profits by controlling the chips in the manufacturing industry, while China’s manufacturing industry developed rapidly. The two sides can be said to have a win-win cooperation. The monopoly advantage of the industry has reduced the profits of the U.S. chip industry, which directly caused the U.S. chip industry to lose tens of billions of dollars, and its market value even lost 1.5 trillion U.S. dollars. It can be said that it is shooting itself in the foot.

American billionaire Bill Gates pointed out that restricting American chips will not have any effect on China’s sales of chips, but will only speed up China’s development in the chip field. Obviously, his prediction is extremely correct. Chinese chips have made great progress in just a few years. It is expected that Chinese chips will make greater breakthroughs in the future, and the advantages of the United States in the chip industry will continue to be weakened.