The localization of screens is basically completed, and the next step is chips, memory, and operating systems.

As we all know, if the time is moved forward about 5-10 years, there will be a saying in the domestic science and technology circles, that is, the country is now "short of cores and screens" because the screens are imported and the chips are also imported. import.

However, when the time comes to 2020, no one will mention the term "short of cores and short of screens" anymore, because China is no longer short of screens. China is already the world's largest LCD screen producer, exporting China's LCD screens account for more than 50% of the world's share and are in a dominant position in the market.

Even for the most advanced OLED screens, many domestic manufacturers are currently using domestically produced products. For example, the Huawei Mate40 series uses OLED screens from BOE, and the Xiaomi Mi 10 Extreme Commemorative Edition uses TCL’s OLEDs. screen.

Manufacturers such as OPPO and VIVO have also begun to use domestic OLED screens. Therefore, the localization of screens is basically completed. The screens that were most in short supply at that time no longer rely on imports.

So next, after the localization of screens is basically completed, which industries will turn to gradually realize localization? As far as the current situation is concerned, it is the chip, memory, and operating system.

Let’s talk about chips first. China’s chips have been developing rapidly in recent years. Although there is still some gap between manufacturing technology and the world’s strongest TSMC, it is obvious that it has already made progress in mid- and low-end products. It’s time to catch up.

At present, the 14nm process has been realized, and the next step is the N+1 process. Once the N+1 process is realized, it will be able to meet at least 90% of domestic demand. According to the plan, by 2025 we will Achieving a 70% self-sufficiency rate, so localization of chips is not far away.

Looking at memory, currently in the field of NAND flash memory, Yangtze Memory has launched 128-layer products, technically catching up with Samsung, SK Hynix, etc., and after the completion of the second phase of construction, the production capacity will account for to 20% of the world.

In the field of DRAM memory, Changxin has also launched DDR4 products. After the completion of the second phase of construction, the production capacity will account for about 15-20% of the world's total. Therefore, it can be seen that in the field of memory, if progress goes well, Achieving localization is not far away.

In the field of operating systems, this field has been unprecedentedly active in the past two years. Huawei Hongmeng was launched, the two unicorns came together, the UOS unified system was launched, and resources began to be integrated. It can be said that the domestic system has ushered in It’s a good time for development, and current users also support domestic systems.

Therefore, we can clearly see that with the completion of the localization of domestic screens, chips, memory, operating systems, etc. will usher in domestic substitution methods, strive to achieve localization, and get rid of foreign dependence. Oral dependence.