Recent media reports pointed out that the United States auto companies General Motors, Ford respectively on the grounds of business cooperation needs to require south Korean companies to build factories in the United States LG Chemical, SK batteries to hand over the core secrets of the battery, before the relevant Departments of the United States have required Samsung, TSMC and other companies to build factories in the United States to hand over confidential data, it can be said that now the Old United States has ripped off the fig leaf, in order to shorten the gap with Asian manufacturers in terms of core technology and taken an extraordinary approach.
Due to the transfer of industry, although the United States still holds the global technology bull's ear, it has lagged behind the Asian region in many advanced technologies.
At present, the rise of new energy vehicles, power battery technology is mainly mastered in Asia, China, Japan and South Korea are the world's top three power battery production places, the United States new energy vehicle giant Tesla needs power batteries by The Asian region Panasonic, LG Chem and Ningde Times supply.
With the rise of the new energy automobile industry, the United States has deeply felt the consequences of not mastering the power battery industry, Tesla's only previous partner for power batteries is Panasonic, but after Tesla decided to build a factory in China, Panasonic was unwilling to follow, Tesla then pulled on LG Chem and Ningde era.
GM and Ford as the United States two traditional car strong enterprises, in the era of fuel vehicles by European auto companies and Japanese auto companies defeated, and now also hope to make a difference in the new energy vehicle market, but is subject to the lack of power battery technology, this time in LG Chemical and SK battery in the United States after the establishment of factories need to rely on these two customers, these two customers have turned their faces, forcing them to provide battery confidential data, but because they have now entered the pit, I am afraid it is difficult to refuse this request, This could lead them to breed their own competitors in the United States.
In addition to power batteries, a similar scene has appeared in the chip manufacturing industry before. Today's chip manufacturing capacity is mostly in Asia, Taiwan's chip manufacturing capacity ranks first in the world, South Korea ranks second, Chinese mainland and Japan tie for third, TSMC and Samsung are the leaders in the chip manufacturing industry.
At the request of the United States, TSMC and Samsung had no choice but to hand over confidential data on chip manufacturing, but the data they handed over was handed over to the relevant departments of the United States rather than enterprises, but the United States is pushing for the expansion of chip manufacturing capacity, and whether these data will be obtained by related companies in the United States such as Intel is unknown.
Among them, TSMC's helplessness lies in its extreme dependence on American companies after it lost Huawei, a customer. According to TSMC's performance, before 2020, Huawei is TSMC's second largest customer, contributing more than 10% of its revenue, plus other Chinese mainland chip companies have contributed more than 20% of revenue, but TSMC can not OEM for Huawei, other Chinese mainland chip companies have also reduced orders due to some concerns, resulting in the revenue contributed by Chinese mainland to it today as low as about 6%.
Chinese mainland chip companies contributed to the reduction of revenue, resulting in a sharp increase in the proportion of revenue contributed by U.S. chip companies, it is said that now TSMC has 70% of its revenue from U.S. chip companies, so it is not surprising why TSMC had to comply with the requirements of the United States to hand over confidential data and set up factories in the United States.
It can be seen that for these advanced technology companies in Asia, it seems that it is not a good thing to rely too much on American companies, once they become the main source of income for enterprises, American companies will often put forward some over-range requirements, affecting the long-term development of enterprises, if there are customers in other regions can provide enough income to balance American enterprises, then advanced technology companies can get more initiative.