Four years ago,HuaweiMainland enterprises have been suppressed by the United States, and their business conditions are worrying and facing huge challenges. However, under the suppression of Lao Mei,Qualcomm, TSMC,asmlAs a beneficiary, both revenue and profit have achieved double growth. EspeciallyQualcomm, due toHuaweiSelf-developed Kirin cannot be obtainedChipsofOEMand had to procureQualcommChips, so thatQualcommofChipsShipments increased significantly. And other domestic mobile phone brands have also turned to procurementQualcommChips, which makes:Qualcommbecame the biggest beneficiary. However, in 2023, the worldSmartphonesCaused by the weakness of demandQualcommChips's shipments declined. At the same time,HuaweiSolved itselfChipsOEMproblem, no longer need to procureQualcommChips。From this,QualcommIn the third fiscal quarter of 2023, it suffered a double decline in revenue and profit. Faced with this situation,QualcommStarted global layoffs, the first to lay off employees in North America, showingQualcommTo the old beautyChipsDissatisfaction with the ban.
TSMC would have beenHuaweiKirinChipsmainOEMmanufacturers, annuallyHuaweiProduce large quantitiesChips。However, under the restrictions of Lao Mei, TSMC stopped rightHuaweiofOEM, causedHuaweiMobile phones are facing the dilemma of "no cores available" and can only be purchasedQualcommChips。However, in 2023, the weakening of global demand for mobile phones has led to:QualcommChipsShipments declined, which in turn made TSMC'sChipsOrders have also decreased. Originally, TSMC held Apple's 3nmChipsOrders, which should have been hassle-free. However, due toHuaweiThe launch of the Mate60 series, the sales of the iPhone 15 series were also not as expected, resulting in 3nm in the hands of TSMCChipsOrders decreased. Faced with a decrease in orders, TSMC decided to postponeSemiconductorsProcurement of equipment to reduce operating costs. Recently, TSMC applied to the United StatesChipsThe indefinite exemption of equipment is expected to continue to use US-related technology and equipment in the Nanjing factory in mainland China to maintain the mainland marketChipsTranche. TSMC's change of face is faster than turning a book.
asmlAs the world's largest and most technologically advancedLithography machinemanufacturers, China as the world's fastest growing industryChipsThe market is rightasmlThe demand is very large. However, in 2018, due to the obstruction of Lao Mei,asmlStop toSMIC**euvLithography machine。At the beginning of 2023, Laos, the United States, the Netherlands, and Japan formed a "tripartite alliance" to restrict Chinese companies from obtaining mid-to-high-endLithography machineEquipment. Because of this,asmlIt has been implemented again for mainland enterprisesLithography machineExport control. However, in the face of weak global demand for mobile phonesChipsThe decline in shipments is right for manufacturers such as TSMCasmlLithography machineDemand has also dropped significantly. Therefore,asmlThere is an urgent need for a stable consumer market. To this end,asmlHe has applied to the relevant authorities in the Netherlands many timesLithography machineexport licenses. At the beginning of September,asmlIt was announced that from 2023, the immersion lithography system can be launched to mainland enterprises **2000i and subsequently. From the stop toSMIC**euvLithography machine, to mid-to-high-endLithography machineexport control, and now it is now able to sell immersion lithography equipment to mainland enterprises normallyasmlThe speed of changing faces is not fast.
Through the above changes, it can be seen that the old beauty "".ChipsThe ban "is not well received and will end up with bad results for itself." Qualcomm, TSMC,asmlAsSemiconductorsThe giants of the industry have undergone subversive changes because of this ban. From this case, it is not difficult to find the conflict between local policies and globalization, as well as the many negative effects brought about by the war. ForEconomyIn terms of development, it is essential to maintain a consistent attitude of openness and cooperation. For Chinese enterprises, they must pay attention to the improvement of independent R&D and innovation capabilities, and reduce the number of external technologies and innovationsChainto cope with an uncertain external environment. InSemiconductorsIn the industry, China still needs to increase investment, cultivate more talents, and promote technological progress and innovation to achieve the transformation from "follower" to "leader".
InHuaweiand other mainland enterprises are suppressed by the United StatesQualcomm, TSMC andasmlBe the biggest beneficiary. However, on a global scaleSmartphonesIn the context of weak demand, the three giants have also begun to reverse. QualcommofChipsShipments are down, leading to global layoffs;TSMC turned to mainland factories in response to lower orders;asmlObtain an export license and be able to sell to mainland enterprises normallyLithography machine。This series of transformations shows that the old beauty "ChipsThe ban "is not well received and poses a challenge to these giants." We should recognize the globalEconomymaintain an open and cooperative attitude, strengthen independent R&D and innovation capabilities, and reduce external technology and geopolitical influencesChainThe dependence is the pushEconomyThe key to development. At the same time, China is inSemiconductorsThere is still a need to invest more in the field, cultivate more talent, and promote technological progress and innovation to achieve the transformation from "follower" to "leader".