We know that Huawei encountered crazy sanctions from the United States three years ago, from 2019 to 2020 has carried out four rounds of sanctions, although on the surface, Huawei can not get some products from the original US suppliers, but now it seems that the US move is seven wounds, hurting people and hurting themselves, and is getting worse.
According to the annual report information released by Huawei, it can be seen that Huawei is most affected by the smartphone business, but according to recent media and analyst news, only in the Android system mobile phone, it has cut about 1.7 units, accounting for about 20% of the shipment in 2022.
However, this is not all, the follow-up may continue to cut orders, some media broke the news that major mobile phone brands have asked chip suppliers to reduce prices.
Analysts said that the days of these chip suppliers are not good, such as the INVENTORY of the US RF chip manufacturers Weixun and Sijiaxun has reached 9 months.
According to media reports, news from industry insiders said that despite this, chip foundries have said that they will not reduce prices, and will also freeze quotations, and TSMC said that it will continue to maintain its pricing advantage.
Therefore, the industry insider said that the current chip foundry is still a seller's market. That is to say, chip design companies must bear high chip production costs on the one hand, and on the other hand, they must bear the pressure of a sharp decline in shipments and price reductions from downstream manufacturers.
So some netizens said that this is the consequence of sanctioning Huawei?
It has to be said that this has a certain connection with the US sanctions against Huawei, because Yu Chengdong said before that the US move is to open Pandora's box, that is, the original stable and reliable international cooperation pattern of semiconductors has been broken.
Therefore, we see that, for example, for the RF chips mentioned above, we currently have a number of domestic companies that can provide, and can support 5G, and domestic smartphone brands have been adopted.
There is no doubt that since the United States has broken the trust of international cooperation, it is natural for major manufacturers to ensure the diversification of supply chains.
But at the same time, these big scientific and technological factories that the United States is proud of are now beginning to be affected one after another, and the reason why the United States can always occupy a dominant position in the field of science and technology is that on the one hand, it has developed earlier, and on the other hand, it is because it has obtained the benefits of economic globalization.
As the previous CEO of Micron said, in the Chinese market, the world's largest market, the revenue obtained can support the company's research and development.
In other words, the reliable semiconductor supply pattern ensures the source of scientific research funds for the major American technology manufacturers and continues to maintain its market position.
The United States has broken this pattern, the products of american technology manufacturers are gradually being replaced, revenue is gradually decreasing, and then research and development will be affected, and eventually lead to damage to the market position.
This explains why Huawei has not reduced its investment in research and development, and with the continuous expansion of its business, investment in research and development is increasing rapidly.
Coincidentally, at the beginning of this year, Huawei's brand value directly entered the world's top ten, and the People's Daily published an article saying that under the US ban, Huawei's ranking rose.
Therefore, the investment in research and development is crucial, and the United States has broken the trust pattern of the semiconductor supply chain because of sanctions against Huawei, especially in this Russian-Ukrainian conflict, the United States has once again staged scientific and technological hegemony.
Therefore, large American manufacturers such as Sijiaxun may not be an exception, and their right to speak advantages are gradually decreasing, whether it is with their own upstream chip manufacturers, or their own downstream machine manufacturers, the survival of the gap may become the norm.