Text: Summer monsoon.
At the end of August last year, during the visit of U.S. Secretary of Commerce Raimondo to China, Huawei suddenly announced the official launch of the Mate60 series of mobile phones, shocking the world, especially Apple, which was even more restless.
Let's take a look at Huawei's influence on Apple at that time:
Two trading days**cumulative**64%, the market value evaporated by nearly $190 billion
Huawei's new machine uses 7nm chips produced by China, but the performance can reach the level of 5G mobile phones.
This shows that more than four years after the United States has mobilized its national efforts to contain and block Huawei, Huawei has still made breakthroughs in key areas.
Just think about how many well-known high-tech companies in Western countries have been brought down by the United States in recent decades, and only China's Huawei company is still standing.
Looking at the six black technologies developed by Huawei in 2023, it can be said that they are all world-leading innovative technologies, which make the Chinese people proud and the United States afraid.
1.Satellite communication technology, used for the first timemate60On a new plane
2.Lingxi Communications
3.Kunlun glass
4.Super concentrating night vision telephoto
5.Non-Newtonian fluid materials
6.Rococo white
Huawei's technological breakthroughs mean that the United States has failed again and again to contain and suppress it.
Everyone knows that Huawei's 5G technology is far ahead in the world, and the United States cannot surpass it at all, and now the only thing that can contain Huawei is only chips.
And last year, Huawei was reborn and was able to manufacture a 7-nanometer chip, and the key thing is that this chip can also achieve 5-nanometer performance, which is what the United States is afraid of.
What about this year, what about next year? Will Huawei take it a step further? Will it break through the 5nm chip again? Will more high-tech be developed? This is what the United States fears the most.
What the United States is most worried about is often what Huawei is most likely to achieve, and Huawei has such a strong force.
Take a look at the market capitalization of these well-known high-tech companies in the United States
Let's calculate the market capitalization of 7 technology companies, including Apple, Google, Microsoft, Amazon, Meta, Nvidia, and Tesla, as of the last second week of 2023**
Seven companies together exceed $12 trillion, and the seven tech giants have a combined weight of about 30% in the S&P 500.
If you look at Huawei, almost all of them are closely related to these American companies, and once Huawei breaks through key technologies, especially chip technology, then these American companies will lose a lot.
Let's make a hypothesis, Huawei breaks through the 5nm chip technology, so what are the consequences? The first unlucky one is Apple, then Qualcomm, TSMC in Taiwan, and high-tech companies in South Korea and Japan!
The impact is greater than we can imagine!
Huawei's rise is an important symbol of China's economic transformation and the forefront of the Sino-US game.
In the next few years, Huawei is very likely to make a major breakthrough in the field of chips, and the United States will fail to contain and suppress it in the past few years, and these high-tech companies in the United States will be crumbling.
The United States was afraid of Huawei in the past few years, and it may be even more afraid of Huawei in the next few years.
2024.1.10 Shanghai.