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Since the mainland's development in the field of high technology has become more and more powerful, the deeper the envy of Lao Mei has become towards us, as a long-term leader in the field of science and technology, Lao Mei naturally cannot see that anyone can shake its position. In order to curb the development of science and technology in the mainland, Lao Mei has implemented an all-round "supply cut" for our high-tech enterprises.
The hegemonism of the old America
While shouting for "fair free trade" and imposing technological and trade blockades on others, only Lao Mei can do this. On the face of the old beauty called the second, no one dares to call the first. Under the comprehensive technology blockade of Laomei, not only a number of US companies, such as Microsoft, Intel, Google, Synopsys, etc., cannot provide us with technical services and parts supply, but even some companies that use US-related technologies have also been banned from cooperating with the mainland, such as TSMC and ASML.
TSMC was forced to stop its chip foundry services to Companies such as Huawei under the restrictions of Laomei's "chip rules", and ASML was also unable to freely ship EUV lithography machines to the mainland under the technical restrictions of Laomei.
The reason why chips can be called "industrial food" is because it is the "heart" of all the whole machine equipment, as a strategic industry that is extremely important to information security and the national economy, it is widely used in emerging industries such as computers, network communications, smart cars, and smart phones. Once stuck in the neck, it will undoubtedly have a huge impact on the economic and technological development of the mainland.
However, the technology blockade of Laomei has also made many enterprises in the mainland aware of the importance of self-developed technology, so under the appeal and support of the state, many semiconductor-related enterprises in the mainland have increased the intensity of self-developed technology. Our technology for chip process processes has been advancing, and our dependence on imported chips has been decreasing.
According to the analysis of mainland chip import data, in the first quarter of 2022, mainland chip imports fell by 24 billion pieces for the first time in the first four months. This is not because our demand for chips has decreased, on the contrary, the demand for chips in the mainland market is still tight, because the mainland has been able to achieve the scale of domestic chips to replace.
The US regional media "National Interest" recently published a report, saying that the supply cut in the old United States is actually harming the interests of the people in the United States, conservatively estimated that last year, inflation in the United States hit a new high in 40 years, and GDP lost at least 1 percentage point.
In order to revitalize the local semiconductor industry, Laomei vigorously encourages local semiconductor manufacturers to actively build factories and increase chip manufacturing capacity. For the construction of the local semiconductor industry, hundreds of companies such as Intel, Microsoft, and Google are urging the local government to implement the semiconductor subsidy plan as soon as possible.
For the plan of Lao Mei to increase chip production capacity, the founder of TSMC said bluntly: This is expensive and wasteful, futile.
Things started to turn around
No matter from what point of view, the "supply cut" implemented by Lao Mei on our high-tech industry can be called "eight hundred wounds to the enemy and one thousand self-inflicted losses." It is true that the technological hegemony of the Old United States has indeed had a certain negative impact on our technology industry, but we are not vegetarians.
At the Huawei Partners and Developers Conference 2022, Huawei Vice President Deng Taihua released the latest data of the open Euler open source Euler system, and the installed capacity of the entire Euler system has exceeded 1.7 million units, and the new market share has reached 19%, which was 1.3 million two months ago, and the new market share is expected to reach 25% by the end of the year. Euler Commercial has exceeded 600,000 units and is expected to become the first new market share next year.
At present, the Euler community has brought together more than 340 enterprises, attracting nearly 10,000 developers to enter, covering basic software, processors, application software, complete machines, industry customers and other industry chain partners.
Euler OS is a common server architecture platform for enterprise-grade use not only for servers, but also for workstations, edge computing, and many other devices.
In addition, Huawei's self-developed Hongmeng system has more than 300 million devices.
On the desktop operating system, Microsoft's Windows system accounts for more than 80% of the mainland market share, while on the mobile operating system, Android accounts for more than 70% of the mainland market share, and Apple's IOS accounts for about 15%, from these data, it can be seen that the mainland's operating system is mainly dominated by US companies.
But now, Euler is changing that. Euler system can not only support the X86, ARM, risc-v, loong Arch and AW64 mainstream processor architectures currently on the market, but also support the diversity of NPU, GPU, DPU and other heterogeneous computing power.
Intel, Risconda, Marvell have officially announced to join the Euler open source community, in addition, Intel has also joined the RISC-V Alliance, to know that more than 90% of risc-v members are Chinese companies. Google also announced access to Huawei's super file system, which shows that U.S. companies are adapting to our basic ecosystem, which is unprecedented before.
Write at the end
When Lao Mei implements "supply cuts" on us, it is actually restricting its own development, the mainland market is huge, in today's economic globalization market, really want to break the trade with the mainland is undoubtedly to set limits for themselves, and the "supply cut" of Lao Mei also forced the rapid development of the mainland's high-tech industry, whether it is chips or operating systems.
In the future, in the continuous development process, in important areas we will slowly achieve localization substitution, at that time, Lao Mei looks at the mainland market this "cake", and finally can only swallow the bitter water without a rut.
For the old United States to force the mainland industry development, what are your ideas, welcome to leave your views in the comment area to exchange together.