The counterattack has come to fruition! The United States suddenly lifted the ban, and foreign media called its measures ridiculous!
The rapid rise of the United States is essentially based on the exploitation of surplus labor in developing countries, because in the early years, the United States obtained the most valuable part of the high-tech industrial chain by virtue of its first-mover advantage and hegemonic system. Developing countries can only be reduced to the United States"Sweatshops"with"Wage laborers", doing the hardest and most tiring work, in the end I can't even drink the soup.
For example, Apple's net profit for every phone sold is as high as 30%, while domestic foundries account for 2% of the value of Apple's ** chain. Taking the latest Snapdragon 8Gen3 chip as an example, the purchase from a domestic manufacturer** is about 160 yuan, which is about 1167 yuan. What's more, if you use Qualcomm's patented technology, you also need to pay an additional royalty of 3% to 6% of the phone's price. In this way, for every mobile phone sold, selling chips makes more money than selling mobile phones, and they can be regarded as American for national mobile phone manufacturers who have no basic technology"Wage earners"Finish!
But Huawei is not satisfied with this, Huawei wants to engage in basic technology self-development, at most break this set of rules, so that it can replace American technology companies in the industrial chain, thus touching the fundamental interests of the United States.
In order to introduce Huawei"into the urn", the United States ** unfolded"Dragnet"Let's go. CHIPS Act"、"Semiconductor Alliance"In the final analysis, it is to cut off all technology transfers from the United States to Huawei"Paralysis"Huawei, let Huawei give up the idea of self-inspection! For a long time, Huawei has been in the industrial chain"Midstream"position, the United States expects Huawei to always be in this position.
But you would never have imagined that it took Huawei only three years to break through the barriers of the United States and upgrade the domestic semiconductor process to an unprecedented height of 7 nanometers. Moreover, according to foreign ** news, the Kirin 9000S production capacity problem that has plagued Huawei for half a year has been basically solved, and the sales of the whole series of Mate60 have reached an astonishing 30 million units!
According to Ming-Chi Kuo, a well-known analyst in the technology circle, Apple's reduced shipments in 2024 should be 200 million units, a year-on-year decrease of 15%, and Apple has begun the most serious impact in history! In addition, Qualcomm's revenue fell 24% and net profit fell 48% in the fourth quarter of fiscal 2023, setting a record for the largest decline in recent years, for no other reason, Huawei does not use Qualcomm chips.
In this regard, Intel, NVIDIA, ASML and other companies have to put pressure on the United States ** to relax export restrictions to China, if they do not go to Chinese mainland to ship, it is equivalent to forcing the mainland to find alternatives, and in the end it is themselves who violate the rules! In the face of pressure from all sides, the United States immediately changed its strategy, requiring TSMC's Nanjing factory to expand production to 28 nanometers, allowing Samsung and Hynix to ship memory chips to the mainland, and continuing to allow ASML's lithography machines to be shipped to the mainland, etc.
At this point, the purpose of the United States has also been exposed. We don't have the technology of the United States, we have to strengthen restrictions, we already have the technology, the United States wants to carry out crazy dumping, hoping to use this to hit China's semiconductor industry and hinder the healthy development of China's semiconductor industry!
In December last year, the United States removed four companies from the list, including Chengde Oslet Electronics and Ningbo Han's Laser Technology, and in the second half of last year, a total of 31 Chinese companies were removed from the entity list. The United States released"Goodwill"The claim is ridiculous! The purpose of the lifting of the ban on Chinese companies by the United States is still to give Chinese companies in the United States a false impression that they will not be able to get rid of their dependence on the United States.
The United States can only lift the ban on some relatively mature technologies, but its control over some innovative industries is constantly tightening. For example, in the field of artificial intelligence chips, after the United States banned the sale of Nvidia (NVIDIA) chips, Nvidia twice developed a special version of China's chips to circumvent the ban, both of which were banned by the United States. Therefore, foreign media bluntly said: If you want to lift the ban on Huawei, it is a joke, it is impossible!
I think foreign media should not worry about whether Huawei is banned, but about their own survival! Mobile phones, systems, chips, artificial intelligence, automobiles, databases, communications...Now, Huawei, with its booming business, is on the verge of toppling the technological hegemony that American companies have built up for decades!