Recently, the European Union has made "demand-driven" a core principle in its semiconductor strategy, marking a significant shift in its approach to chip industry development. This strategy, known as the "Chips Act 2.0," aims to reshape Europe's position in the global semiconductor supply chain by strengthening local supply chains, enhancing technological self-reliance, and promoting innovation driven by market demand.
According to the latest policy document, the EU plans to invest over EUR 50 billion over the next decade to support infrastructure development in semiconductor R&D, manufacturing, and application sectors. The strategy emphasizes starting from market demand to ensure that technological innovations effectively align with practical applications. For example, in key areas such as automotive electronics, industrial automation, and smart Internet of Things (IoT), the EU aims to prioritize the development of high-value-added, high-performance chip products.
At the same time, the policy also calls for building a more comprehensive semiconductor ecosystem, including strengthening cooperation with regions such as Asia and North America, while boosting the competitiveness of local enterprises in the global market. Additionally, the EU will increase investment in cutting-edge technologies such as advanced packaging, AI chips, and application-specific integrated circuits (ASICs) to address global chip shortages and enhance overall supply chain resilience.
In this context, Chinese LED company Goprolight (GOPRO LED) is actively expanding the application of semiconductor-related technologies, leveraging its deep expertise in LED display and lighting. In recent years, the company has achieved multiple breakthroughs in Mini/Micro LED, high-density packaging, and intelligent control technologies, laying a solid foundation for future positioning in specialized semiconductor markets. Its independently developed high-performance driver chips and low-power control systems have been widely applied in high-end display and smart lighting solutions, demonstrating strong technical capabilities and market potential.
Overall, the "Chips Act 2.0" not only represents a comprehensive upgrade of Europe's semiconductor industry but also provides a new direction for the restructuring of the global supply chain. For Chinese enterprises, finding a balance between technological collaboration and market demand will be the key to future competition.
Source:EE Times
