Fumio Kishida didn't expect it either!Japan's Nikon officially announced that the ban on foreign media will reap its own consequences
Since the United States has adjusted the chip quota several times in order to crack down on the development of China's Huawei and other high-tech enterprises, Japan has been following in the footsteps of the United States, stopping supplies and suppressing usAfter entering 2023, Biden of the United States has joined Japan and the Netherlands to form an alliance to further restrict the export of semiconductor industries such as lithography machines and engraving machines, and it didn't take long for Japan to announce the relevant ban!
Japan will enforce export restrictions on 23 types of semiconductor equipment, including lithography machines, and Japan's ban is getting stricter than that of the United StatesThe U.S. ban has been targeting 14nm advanced processing equipment and technologyBut Japan stipulates that the next 48nm will also be banned;And Japan, as the forerunner of the restrictive rules of the United States, did not take long to suffer a reversal, which Fumio Kishida did not foresee. Japan's Nikon was officially listed, and foreign media: banned"Bitter fruit"Slowly starting to manifest!
The ban led to a decline in Nikon's profits.
Some time ago, the Japanese company Nikon announced a shocking strict ban, which led to the company's performance sinking deeper into the quagmire. According to the latest revenue news, Nikon's revenue and net profit have been declining year by year, and the ban is considered one of the main reasons. This news is undoubtedly a blow to Fumio Kishida and Nikon.
According to the report, Nikon's operating income was 1,5814.6 billion yen, net profit of 257.6 billion yen. Compared to last year, net profit decreased by 783%。More worryingly, the global market sells only 6 lithography equipment, of which only 4 are sold in the semiconductor industry and only 2 are sold for FPD. These figures undoubtedly indicate a downward trend in Nikon's growth.
In addition to severely impacting Nikon's performance, Japan's ban could also have a lasting impact on semiconductor companies and their partners. Given Nikon's important position in the semiconductor sector, the decline in its performance will have a negative impact on the relationship between other customers and Japanese companies. As an integral part of the global technology industry, the long-term development of semiconductor companies has been negatively affected by Japan's ban.
The ban had a severe impact on Nikon in Japan.
In conclusion, the ban has had a serious impact on Nikon and Japanese semiconductor companies, and we must recognize the importance of maintaining good relations with China and take appropriate measures to address the challenges. It is only through cooperation and innovation that we can achieve sustainable industrial development and economic prosperity. The incident once again highlights the enormous impact of the ban on Nikon Japan.
The ban led to a significant decline in the company's performance, with net profit falling by 78 percent compared to the same period3%。This meant that the company suffered huge financial losses, making it extremely difficult for it to grow. In addition, the ban has led to a significant reduction in Nikon Japan's sales of lithography machinery and equipment in the global market.
According to **, the company only shipped 6 lithography equipment, which is a significant decrease compared to the past. This dealt a serious blow to the company's sales and competitiveness. In addition to the impact on Nikon Japan, the ban has also had a negative impact on the long-term development of all Japanese semiconductor companies. Especially for enterprises that rely on the Chinese market to carry out their operations, such as Japan's Nikon, Canon and other semiconductor companies, the implementation of the ban will affect their development in the Chinese market and restrict their long-term development in the semiconductor field.
Is Japan eating itself?
You know, Japan's Tokyo Electron and Nikon have always relied heavily on the mainland market, relying on localization and cost advantages. Nikon also intends to expand the production capacity of its DUV lithography machinery in order to compete with the largest ASML** vendors in the market.
According to industry sources, Nikon plans to more than triple the production efficiency of ARF immersion lithography machines and achieve its goal of selling lithography technology to companies on the African continent by three times its capacity by 2026.
With the joint efforts of Nikon, Nikon also acquired a DUV lithography machine, which was previously tendered by SektarSemiconductor and now that the agreement has been signed, it is expected that the lithography machine product will lose the best opportunity.
However, in the face of the Japanese side's rapid landing statement, Chinese companies have no choice but to cancel many orders for cooperation with Japanese companies, some of them then choose ASML, and the rest almost began to choose domestic lithography machines.
Obviously, in the eyes of foreign media, this is an attempt by the Japanese side to restrain the Chinese side"Repercussions"And choosing to follow the Biden team can only be said to be the result of Japan's own brewing!
Nikon is the country**"A stab in the back"of victims.
Nikon has become a national country**"Betrayal"In the new round of semiconductor equipment acquisitions by Shanghai Jaeger-LeCoultre, Nikon has been abandoned, and the Chinese market has once again turned to ASML from the Netherlands.
For China, such a ban will lead to a dilemma in the short term, and the boots will make us firm in our determination to be independent, and chip safety will become as important as food safety.
In fact, the United States and Japan are not unaware that in the long run, such a blockade will not really hinder China's development, but will allow China to develop to a correspondingly advanced level.
However, the United States and Japan have yet to join forces to invent this bridge, because in their opinion, there is nothing better than banning integrated circuit equipment to slow down China's technological development.
The rise of any emerging power must face resistance from the established powers, and any transcendence is not simple and smooth sailing, not to mention that the adversary pursues a culture of unscrupulous means to achieve the end.
However, Japan's move can only increase the losses of Japanese equipment sellers again, and even lose the mainland market. Because the limit will only lead us to speed up R&D, the sooner we can achieve domestic substitution, then Japan's Nikon can only completely lose to the Chinese market.
The Netherlands has a lot to regret with ASML.
To put it bluntly, Japan's domestic sales market is relatively limited, and Japanese semiconductor companies are also very dependent on the mainland marketIn the past, the U.S. generally targeted advanced equipment and technology below 28nm, but Japan's ban restrictions even limited the 45-7nm field, which greatly affected Nikon's rapid development
Although the Netherlands has also issued export control guidelines, the Netherlands has also left ASML behind, and equipment below 1980D can still be shipped normally;However, Japan's extreme behavior can only cause Japanese companies to suffer greater lossesIt can be said that this is destined to lift a stone and shoot yourself in the foot;Under the restrictions of the United States, Japan and the Netherlands, national technology companies will also accelerate their own research and development, and then they will be able to replace local production, and by then, they will also lose their biggest market!
There are many Japanese companies like Nikon, such as BOE Electronics and other Japanese semiconductor companies have also encountered a cold winter, seeing this news, I think Fumio Kishida should also be surprised, 40 years ago, Japan was subject to the United States, resulting in the backwardness of the Japanese semiconductor industry, lost the ability to lead the world.
Now, Fumio Kishida has once again listened to the words of the United States, which will lead Japan's semiconductor industry into a new abyss, and in the next two or three decades, Japan's position in the semiconductor industry will become even more embarrassing, because China's semiconductor technology is growing at an astonishing rate and advancing by leaps and bounds, the blockade will only allow itself to achieve autonomy faster, and then Japan's hegemony in the Asian market will no longer exist, and the advantage of the Asian market will no longer exist. The advantages of the Asian market, whether it is a technical advantage or a leading advantage, will be lost.
In fact, Japan is not unaware of these situations. After all, Bill Gates believes that our country will make advanced chips in the near future, but Japan does not seem to have the courage to resist the decision of the United States, so future failure is also doomed.
Faced with a sharp decline in the profits of Japanese semiconductor companies, foreign ** assessed the possibility of Fumio Kishida quickly going to China to ask for forgiveness.