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The United States frequently interferes with the stable operation of the semiconductor market, arbitrarily affecting chip suppliers' outbound shipments. Originally a business behavior between enterprises, it should not rise to a higher level to influence the market.
But the us approach is in the eyes of everyone, completely regardless of a market, whether the company can get the corresponding demand. The United States even warned Chinese chip companies to shut down if they supply chips to Russia.
However, it was opposed by US companies, and Apple's approach was praised. What is Apple's approach to Chinese companies? What will happen?
A warning from the United States
Many U.S. companies are involved in the Chinese market, and some U.S. companies have almost all of their industrial chains in China. Except for the headquarters in the United States, the rest of the production supply chain is closely related to the Chinese market.
For example, Apple has cooperated with Foxconn, BYD, Luxshare Precision and so on. In addition to Apple, Intel is also building factories on the mainland to facilitate participation in the layout of the Chinese market. Qualcomm not to mention, all Chinese mobile phone manufacturers have purchased chips from Qualcomm, and Snapdragon processors have brought great convenience to the Chinese smartphone market.
More U.S. companies will not talk about cooperation in the Chinese market, because U.S. companies know what kind of potential and demand the Chinese market has, so they will not easily change the layout measures of the Chinese market.
However, they can't stand the frequent interference of the people above in the market operation, and the formulation of rules cannot allow US companies to easily supply Chinese customers. However, the United States not only requires US companies to make any behavior in accordance with the rules, but also warns that Chinese companies are not allowed to supply chips to Russia.
According to the United States, all of China's chip design companies use U.S. software, and if chips are shipped to Russia, they will stop supplying software and shut them down.
Such behavior is certainly unreasonable, and you do not allow others to do business without doing business. Of course, the ultimate goal of the United States warning Chinese chip companies is not to let them close their doors, but not to let Chinese companies have too much contact with the next door.
This kind of ill-intentioned thinking about others is not difficult to see through, unless you completely get rid of the beauty technology, otherwise the beauty of this statement will indeed have a certain effect. Not allowing Chinese companies to do business with Russia does not mean that US companies cannot do business with Chinese companies. As long as there are no rules and measures, the United States will not interfere too much in the cooperation between the two sides.
Apple's approach
For Chinese companies, not being able to supply next door will lose some market opportunities, but Apple's approach is commendable, and it has launched cooperation with Chinese memory chip manufacturer Yangtze River Storage.
According to the news, the 128-layer NAND of Yangtze River Storage has passed Apple's verification and become the company's third Flash supplier. In addition, Yangtze River Storage is expected to be sold in May and is expected to join the iPhone14 supply chain.
Changjiang Storage is one of the largest memory chip suppliers in China, and has mastered the mass production capacity of many memory chips such as 128 layers of NAND and 64 layers of flash memory particles.
Now the supply chain has spread the news that Yangtze River Storage has passed Apple's verification and joined the industrial chain, and will jointly divide apple NAND memory chip orders with Japan's armored man and South Korea's SK Hynix.
Apple's approach is commendable, and increasing cooperation with Chinese companies can bring considerable gains to both sides. The United States warned Chinese chip manufacturers not to supply Russia, but did not oppose cooperation with US companies. Yangtze River Storage has not been treated specially by the United States, but the United States' frequent interference in the industrial chain to globalization has been collectively opposed by American companies.
When the United States took action against domestic semiconductors, Qualcomm said that it would suffer a market loss of $8 billion and help competitors rise. Intel also refused to withdraw from the Chinese market, not to mention Apple, which has been cooperating with Chinese companies and adding several Chinese giants to join Apple's supply chain.
For example, BOE supplies OLED screens for the iPhone13, Luxun Precision oem for the iPhone13 series models, and this time Yangtze River Storage is also expected to become one of the iPhone14 suppliers.
Apple's approach is to strengthen the exchange and cooperation between the two markets, from the perspective of the market and enterprises, what is the role of Apple's approach?
What is the purpose of Apple's approach?
Suppliers can enter the Apple supply chain are absolute strength, Apple's product verification, certification conditions are very strict. Since Yangtze River Storage has passed apple verification, it shows that it already has the strength to compete with top manufacturers such as Armor Man and SK Hynix. Apple's cooperation with it can bring great effects to the market and enterprises.
In terms of the market, the chip supply chain will be further mobilized, and the production capacity of domestic memory chips will increase shipments and bring greater revenue gains.
In terms of enterprises, the two major companies of Yangtze River Storage and Apple can get corresponding demand, and Yangtze River Storage has completed the shipment target and improved revenue and profit. Apple realizes device production and occupies market share.
So from these two aspects, Apple's approach does have a lot of significance and is commendable.
summary
The United States does not allow Chinese companies to ship chips to Russia, otherwise it will be closed. With the strength of the United States to control semiconductor technology, the other side must have confidence in saying so.
However, this did not make the US companies give up their dealings with Chinese companies, and Apple found the Yangtze River Storage, which is always a good thing for both sides of the company and the market. And it will help Chinese enterprises to continuously improve their autonomy and strengthen their investment in self-developed technology, and when there is no dependence on American technology, they will not be able to control what Chinese enterprises do.
What do you think about that?
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