The consequences of the supply interruption are now: imported chips fell by 114%, foreign media lamented that we are no longer needed.
Huawei shares***
There have also been changes in the industrial chain around the world.
For a long time, the global industrial chain has been a win-win pattern - by high-tech enterprises to produce technology, by the technology of backward people to assemble, through the cooperation of many enterprises, the final production of a commodity, each participating enterprises can get the corresponding remuneration.
In fact, in the global integration of the entire ** chain, Apple is the biggest beneficiary. The parts on the iPhone are shipped from all over the world, such as the United States, Europe, Japan, South Korea, China, and finally assembled in China and then exported to the world. In this way, Apple can save costs and increase profits, and also promote the rapid growth of the local economy.
Kirin chips. 
However, when there is a problem with the supply of chips, there is a collapse of a once-thriving global industrial chain – perhaps because of ordinary competition, or a failure, but it is clearly a mistake to suppress a company in a non-competitive way so that it can maintain an advantage in some particular technology. This is absolutely wrong.
In the process of world economic integration, the migration of science and technology is inevitable, because the backwardness or poor management in the past makes the upstream enterprises face the fate of being eliminated by the market, while the downstream enterprises can further expand to the upstream market by virtue of their own capabilities and research capabilities.
HarmonyOS system. Whether it is Huawei's Kirin or Hongmeng, it is a new technology product. No matter which country or region, in order to improve the people's lives, improve the people's lives, and then achieve the goal of industrialization, it is necessary to continuously develop to the upstream of the industrial chain. In advanced countries, the lag in technological development due to the lack of investment in science and technology is a problem that must be solved.
However, the rupture of the first end is obviously a hope to interfere with industrial innovation through means other than science and technology, perhaps for developed countries, it is best to only produce low-end goods and manufacture high-end goods, but is this fair?In the meantime, will cutting off the energy supply really have the same effect?
Semiconductor wafers.
Meditate and meditate. As far as the chip industry is concerned, China imports 6,354 a year4.8 billion pieces, with an import value of 4325500 million US dollars, ranking first in the world. The reason why it is imported so much is because of its wide range of applications, such as public, medical, communication, etc. However, from the perspective of production reduction, what will happen if those chips that are shipped from abroad are lost?
Ali release"Yitian"Computer chips.
Therefore, as more and more enterprises realize the importance of integrated circuits, it is necessary for them to invest more money in this area. Among the companies that have entered this chip research team, there are consumer appliance companies such as Huawei, Xiaomi, OPPO, and vivoWe have also witnessed a number of emerging semiconductor manufacturing enterprises such as Unisplendour Guorui, Beijing Haowei, ZTE, Huada, etcIn addition, network companies like Alibaba and Tencent have been laying out their own chip industry and making their own efforts for domestic chips.
Released the Kunlun system.
In addition to these companies, there are countless chip companies such as automotive semiconductors, industrial MCUs, memory chips, RF preprocessing chips, and display chips. It can be said that the importance of semiconductors can be seen in the shortage of supply, and we can also see the investment in the semiconductor industry.
Wafer imports decreased by 114 percentage points.
What will happen later?According to China's import and export statistics, from January to April this year, China's IC imports fell from US$210 billion** to US$186 billion, a decrease of US$24 billion from the same period last year.
Wafer production grew by 333 percentage points.
Although imports are decreasing, domestic production is getting faster and faster. In 2021, the number of ICs produced is expected to increase by 333% to 3594300 million. On the one hand, a large number of imported chips will be greatly reduced, while on the other hand, the production of domestic chips will also be greatly increased, temporarily"Demand outstrips supply"This may turn into a long-term lack of demand.
Europe launches a European integrated circuit program.
Other localities have also begun to develop their own areas.
Due to energy shortages, even US allies are aware of the importance of this product. In March 2022, Japan's Semiconductor Industry Support Act came into effectEurope passed the European Chip Act, investing 43 billion euros to promote the localization of the semiconductor industryRussia has also invested 319 trillion euros.
Domestic chip technology has long spread to all corners of the world, and even the allies of the United States have abandoned their original ideas and turned to the development of their own semiconductor industry. One consequence of this is that companies that used to dominate the chip industry will gradually lose their advantages.
Foreign media have also speculated whether the production cut was a mistake or not.
Such a situation has aroused the dissatisfaction of high-tech enterprises in the United States and some experts and scholars in the field of semiconductors, believing that this is a "double-edged sword" that may bring short-term negative effects, but over time, the demand for chips by American companies will decline significantly. Chips are a high-tech industry, which can not only bring us a lot of job opportunities, but also bring us good salaries. When the demand for chips becomes smaller and smaller, it will cause the collapse of the entire semiconductor industry, thus forming a new industrial chain.
At that time, those companies will go bankrupt, and there will be new giantsPlease leave a comment.