Although under the great decision of reform and opening up, our economy and science and technology have entered the "fast lane", but because we were still in the embryonic stage of science and technology at that time, coupled with the prevalence of the concept of "making is better than buying, buying is better than renting", we lack our core technology in many fields, especially in semiconductors, whether it is high-end lithography machines or high-end chips, we have been dependent on imports, resulting in us being pressed by foreign companies for a long time. Take smartphones and chips as an example, Apple's iPhone and Qualcomm's Snapdragon chips have almost occupied most of the domestic market in a short period of time, and domestic manufacturers simply cannot compete with them!
However, the birth of Huawei's Kirin chip completely broke this "situation", with the blessing of Kirin core, Huawei at its peak directly occupied nearly 56% of the domestic market, especially when Huawei took the lead in launching 5G chips, Apple and Qualcomm's market share fell rapidly, the former had to reduce its production capacity in Foxconn to protect itself, and the latter lost a large amount of chip market share, and almost couldn't sell!But what is helpless is that Huawei's strong rise was soon "sanctioned" by the United StatesFrom the entity list to the chip rules, and then to the tripartite agreement, Huawei is also seriously injured, and the final result is: Huawei fell, and Apple and Qualcomm became the biggest beneficiaries!
But what the United States never expected was that since the chip rules were revised, Huawei and other Chinese companies have embarked on a 100% self-developed road, not only reducing the import of chips every month, but also frequently making breakthroughs in the semiconductor field!According to the data,From 2022 to September 2023, Chinese companies have cumulatively reduced about 157 billion imported chips, and Shanghai Microelectronics and Harbin Institute of Technology have also conquered a number of core technologies of lithography machinesOn the other hand, semiconductor giants such as Qualcomm, Intel, NVIDIA, Samsung and ASML who are unable to ship freely due to chip rules have ushered in a "cold winter", and their revenue and profits have continued, and even chip prices have been reduced
What the United States did not expect was that the reversal came in just over three years, Huawei suddenly launched the mate60 series of mobile phones, and the Kirin core also made a strong comeback again, the key is that this Kirin core is reported to have completed mass production in China, which means that Huawei and other Chinese companies have achieved a "breakthrough" under the chip rules!With the big sales of Huawei's Mate60 series and the continuous rise of domestic lithography machines, semiconductor giants such as Intel, Nvidia and ASML have also begun to "change their faces", and they have tried their best to ship to the domestic market, and their senior leaders have also said many times:We must pay attention to the Chinese market, if we can't continue to ship, who can we sell chips and lithography machines to in the future, only cooperation can achieve a win-win situation!
Under the pressure of the major semiconductor giants, the United States also chose to relax, according to foreign media reports, since the strong return of Huawei Mate60, Raimondo has canceled the shipment restrictions of some semiconductor giants. First Qualcomm was allowed to export chips to Huawei, and then the Netherlands also allowed ASML to continue to export DUV lithography machines to the Chinese market, and even Samsung got a "permanent exemption" and can export memory chips to the Chinese market without restrictionsBut in fact, this so-called "lifting of the ban" is just a "trap"!
Because judging from the current situation, Huawei has achieved a "breakthrough", although it has not yet been fully broken, but it no longer has to rely on American companies and American technical equipment in terms of high-end chips, and the so-called "chip ban" has become a piece of waste paper. So Raimondo announced the "lifting of the ban" this timeJust to let Qualcomm, Intel, Samsung, Nvidia and other core companies dump chips into the Chinese market, in an attempt to hit our chip industry with the first war!In this regard, Ren Zhengfei, the founder of Huawei, did not have any illusions about it, but directly chose the "showdown"!
In terms of chips, Huawei has launched a variety of chips after the mate60 series on the shelves, and has also jointly developed "diamond chips" with Harbin Institute of Technology. And in terms of 5G,Huawei also recently announced that its first overseas factory will be built in France, with an estimated annual production capacity of 1 billion 4 5G base station equipment, with the aim of developing the European market. All in all, Huawei is gradually recovering, and it is only a matter of time before it returns to the top and surpasses it!
As the saying goes, if there is no scar, the skin is rough and thick, although the United States has continuously revised the chip rules, which has hit domestic technology companies such as Huawei in a short period of time, but this has also indirectly impacted many semiconductor giants around the worldThanks to unremitting efforts in research and development and indomitable spirit, we finally achieved a "breakthrough", and as Ren Zhengfei said before, gold will always shine!I believe that in a few years, we will be able to rise in terms of chips and lithography machines, and we will no longer be afraid of any "containment"!If you approve it, please like it!