People who are familiar with Yu Chengdong know that he has a nickname called "Yu Dazui", because Yu Chengdong is quite bold in saying it. Previously, Huawei's mobile phone business declined because it was cut off by the United States, and Huawei also fell from the hegemon of the domestic high-end mobile phone market to a "marginal" mobile phone brand that can only be classified as "other". At that time, Yu Chengdong released a circle of friends of "Huawei falls, Apple is full", which attracted the attention of many Chinese people.
Recently, following "Huawei Falls, Apple Eats", Yu Chengdong has released a new circle of friends and has once again become the focus. The content of the circle of friends is as follows:
"If Shanghai cannot resume work and production, after May, all science and technology and industrial industries involved in Shanghai's supply chain will be completely shut down, especially the automobile industry."
Because of the epidemic, many industries have been affected, after Tesla, Xiaopeng Motors, Mercedes-Benz and other car brands have increased prices, the supply problems of the automotive industry have also attracted the attention of consumers, according to car manufacturers, the main reason for the price increase is the cost rise. In fact, Yu Chengdong's dynamic is also affirming He Xiaopeng's prediction, and they all believe that there may be a complete shutdown in May.
Perhaps many small partners do not recognize the prejudgment of "comprehensive shutdown and suspension of production", and even feel that it is too exaggerated, but this may be the truth. At present, the situation in all walks of life is not very optimistic, especially those involving the Supply Chain in Shanghai. You know, Shanghai can't even keep up with the supply of group buying, let alone the supply chain of enterprises?
Of course, the biggest impact of the Shanghai shutdown on all walks of life is the supply of chips, at present, more than 50% of the domestic chip design companies are in Shanghai, and the manufacturing plants of semiconductor giants such as TSMC and SMIC are also located in Shanghai. Therefore, if Shanghai cannot resume work and production, then all walks of life will have chip supply.
In addition to the need for chips for cars, household appliances, chargers, mobile phones, laptops, etc. are inseparable from chips, so the impact this time is indeed great. However, this crisis has once again sounded the alarm for domestic technology companies, although the whole country is doing its best to develop its own chips, but we can not put eggs in one basket. It is because domestic chip manufacturers are all gathered in Shanghai that it will lead to the current crisis.
The industrial layout is too concentrated, the greater the potential danger, and reasonable planning of the industrial layout is also the key to accelerating domestic economic development and technological breakthroughs. It is right to bury your head in scientific research, but any link problem may lead to the emergence of a crisis, so with the lessons of the past, there should be a global view and crisis awareness.
Then again, Huawei because of the supply cut led to the decline in mobile phone business, but Huawei did not give up, there is news that Huawei Mate50 series is expected to be released in July, and will be pre-installed Harmony OS 3.0 system, for rice noodles, finally waited. The iPhone14 series is expected to be released in September, Huawei Mate50 series seized the opportunity, looking forward to the early return of Huawei mobile phones, what do you think about this? Welcome to comment and leave a message!