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Since March, due to irresistible geopolitical factors, many US companies have stopped market services and technical services for the Russian regional market. Up to now, basically all US companies have implemented a "supply cut" on the Russian region, and even if they have not completely withdrawn from the Russian market, they have stopped the relevant services.
Even if some overseas enterprises are not US enterprises, they have to obey the arrangements of the US side to withdraw from the Russian regional market due to technical restrictions, and if they do not follow, it is likely that this enterprise will also be included in the US side's "supply cut" ranks, or even forced to close its doors. Like ASML, Ericsson and Nokia, this is how they exited the Russian market.
At the beginning, when Google Cloud, Apple, Qualcomm, Oracle, and other US companies announced that they would stop supplying the Russian market, our veteran company Lenovo actually followed suit and announced that it had joined the ranks of "supply cuts", which was really bizarre.
After all, as our neighbors, the Russian region has always been a traditional virtue of our Chinese nation in terms of goodwill and friendship. Until now, at the national level, we have also clearly shown our support for supply cuts, which is obviously not conducive to the healthy development of the economy.
A few days ago, Huawei just announced that it has provided a large number of telecommunications equipment for The Russian regional operator VimpelCom, which cost about 97.5255 million yuan (15 million US dollars). It is obvious from this that the mainland is still very supportive of friendly cooperation with Russia, otherwise such a large order, Huawei cannot smoothly provide to the Russian region.
After Lenovo, Xiaomi reduced shipments to the Russian market
Although Lenovo announced early on to stop shipping, in fact, until now, the previous inventory products are still selling normally.
But now, after Lenovo, the mainland has begun to reduce shipments to the Russian market.
That is the smartphone manufacturer Xiaomi Group. Russian mobile operator MTS said that Xiaomi's mobile phones have begun to have a certain shortage of models since the end of 2021, although it has not been officially announced, but it is indeed gradually reducing shipments to Russia.
A distributor operating in Russia said that Xiaomi has not delivered Xiaomi smartphones to russia in recent weeks. It should be known that Xiaomi mobile phones occupy 24% of the Russian smartphone market, and once surpassed Apple and Samsung to reach the top of the Russian online smartphone market to become the top seller.
Compared with Xiaomi, the sales of other smartphone brands in the mainland have increased significantly. According to MTS statistics, Huawei's communication equipment sales have recently increased by a staggering 300%; OPPO and vivo sales have increased by 200%, which is also a pretty good result; ZTE is slightly inferior but also increased by 100%; realme sales have increased by 80%; and even old-fashioned keyboard mobile phone sales have increased by 12%.
Compared with these companies, Xiaomi's current approach seems to be a real intention to cut off the supply of Russian regions by gradually reducing shipments, which is completely different from Huawei's approach, but Huawei must strive to ship to Russia even in special periods.
Does Xiaomi really intend to cut off supply to Russia?
Gina Raimondo, head of the US Department of Commerce, made it clear that if mainland enterprises insist on providing semiconductor equipment to Russia to circumvent US restrictions, then the US side will stop providing software to these companies.
So from this point of view, Xiaomi began to stop shipping to the Russian region, which should also be forced by pressure. This really makes our companies feel embarrassed, if they do not stop shipping, then it will be them who face the cut-off of supply, and at that time, just like the threat released by Lao Mei, it is likely that these companies will indeed close their doors directly.
Like Huawei is after being cut off from the chip, the mobile phone business is basically in a slump, if it is not always adhering to the self-development route, the foundation is rich, maybe we can't see this brand until now. So it is understandable that Xiaomi is under pressure.
But in this situation, even if it is difficult, it is still their own decision. Although the suspension of shipments will have a certain impact on the Russian region, the impact is two-sided, but not only for Russia.
From Xiaomi's market share in Russia, it can be seen that even if the local market is not its most important market, it must be a very important overseas market, and the loss caused by losing this market to Xiaomi will also be huge, so if it is not a real necessity, Xiaomi is also unwilling to do so.
Now Lenovo and Xiaomi have both stopped supplying to Russia, to put it bluntly, because the supply chain has been stuck in the neck. Although Lenovo is the world's largest PC sales, core technologies such as operating systems and CPUs are provided by Us companies such as Microsoft, Intel, and AMD.
And now, these companies are in the ranks of supply cuts, how can Lenovo struggle? There is simply no choice.
Although Xiaomi is called the king of cost performance, it has always been complained by many netizens that it is an "assembly factory". The reason is that Xiaomi's core processor chips are highly dependent on Qualcomm. Every time Qualcomm releases the latest processor, it can be the time when Xiaomi is the most concerned, and once Qualcomm stops supplying it, Xiaomi's mobile phone business will fall even worse than Huawei.
After all, the arm can not twist the thigh, the core supply chain is pinched, and it is not difficult for Xiaomi to obey.
Write at the end
Nowadays, companies such as Xiaomi and Lenovo are forced by supply chain pressure to stop shipping to Russia, which also reminds us that who knows who will be next, and we should pay attention to the self-development of core technologies. It is better to buy than to build, you can not do it, but you can't not, only by taking the initiative into your own hands is the real security.