Countermeasures are coming!China's list of export restrictions has been adjusted, and foreign media have the best strength.
Over the years, the rules of the United States on chips have been constantly changing, from limiting the proportion of technology to completely banning the participation of American technology, a series of rules and measures have emerged one after another. **If the merchant wants to ship, he can only submit an application for supply, not to mention that he can't get a license.
In the entire global technology field, chips are only one of the industries, involving autonomous driving, photovoltaic and other industries are also developing rapidly. For these industries, China has updated the list of export restrictions, which technology export restrictions are worth paying attention to?
In the past four years, Huawei has encountered four rounds of sanctions, from operating systems to chips to 5G networks, and these restrictions have caused Huawei's business to readjust its business planning. Reduce or close edge businesses, invest revenue in key businesses, and maintain R&D investment.
Fortunately, Huawei has basically found the direction of the future, and the hardware problem still needs to be solved step by step, and in terms of software ecology, Huawei is in a stage of rapid growth. The HarmonyOS system is accelerating the release of 30 official version, build a stable ecosystem.
These are just the tip of the iceberg, the 20th military department is deeply involved in all walks of life, and the smart car business cooperates with major car companies.
Many people regret what happened to Huawei, after all, Huawei has done nothing wrong from start to finish. But the anchor's reasoning is not illegal, everyone understands it, and the United States will not stop it one after another, and there is no need to explain it again. It's all about moving forward.
The United States is once again trying to make a big fuss, and countermeasures are comingChina restricts the list of prohibited export products, and some foreign media claim that China no longer hides its strength. According to the official announcement, the catalogue of technologies prohibited and restricted from export by China has been updated and revised.
The catalogue has been updated and revised, adding 7 new technologies and deleting 32 technologies, bringing the total number of technologies to 139, of which 115 are restricted procedures.
The remaining 24 technologies are prohibited from being exported. Export restrictions and prohibitions are actually two different concepts. First of all, export restrictions include the control of certain specific technologies, and the basic technology cannot be exported abroad**, but the finished goods can still be **.
On the other hand, the export ban cannot be authorized at all, and the transfer of both companies and individuals will be restricted.
China's technology export bans and restrictions have been updated and revised, which shows that China is paying more attention to some key industrial areas. For the future, it is necessary to reorient the application of technology. What are the technologies that are restricted and prohibited that are worth paying attention to?
The first is LiDAR.
China has added LiDAR system technology in the field of autonomous driving, and LiDAR seems to be a very common technology application in the global smart car market. Why are exports limited?This is actually related to the development trend of autonomous driving.
Starting from 2021, domestic new energy vehicle manufacturers have begun to increase the application frequency of lidar. Xpeng's P5 model is equipped with two lidars for the first time on the basis of 12 ultrasonic sensors, which greatly improves the car's perception ability.
The Xpeng P5 was one of the first models to be equipped with LiDAR, and its subsequent applications have made LiDAR reflect great potential and trends.
China is vigorously supporting the development of the new energy industry, and more and more car companies are turning to new energy and taking the road of smart cars. At that time, the market size and technical value of LiDAR will continue to grow. Therefore, it is necessary to plan ahead for lidar.
At the level of the domestic lidar chain, Hesai Technology and Suteng Juchuang are the world's leading lidar product manufacturers. At the end of last year, Hesai Technology's LiDAR shipments exceeded 100,000 units, marking a milestone in the LiDAR industry.
Not to be outdone, Sutong Juchuang is speeding up product research and development, and has cooperated with many domestic car companies to promote.
The second is silicon photovoltaic wafer preparation technology.
This is also a new technology that China restricts exports, corresponding to the field of photovoltaic new energy. Countries have set carbon peak and carbon neutrality targets to reduce carbon emissions and improve the utilization rate of new energy. Therefore, solar energy has become an important development direction.
Among all new energy power generation technologies, solar energy is the largest application field, and technologies involving solar energy have become the foundation.
Of the world's silicon photocell production, 97% comes from China. Therefore, China is not only the world's largest photovoltaic producer, but also a major country with the right to speak on basic technologies. The inclusion of photovoltaic wafer preparation technology in the scope of control proves the importance attached to this technology.
China's solar energy industry leads the world, and countries such as Europe and the United States also want to have a photovoltaic industry and develop solar energy technology, so it is essential to master the preparation technology of photovoltaic silicon wafers. European and American countries will either do their own research or count on China to import silicon photovoltaic wafers.
Since the technology is limited and exports are banned, I am afraid that the barriers to entry will be higher, and the specific situation remains to be seen.
The influence of the United States in the field of chips is very large, from lithography technology to silicon-based materials, almost all technologies are American. But having said that, chips are not the only industry, smart cars and new energy are becoming trends, and China has also begun to make layouts.
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