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Chips as the core of the operation of smart phones, when Huawei's supply chain in chip foundry was cut off, Huawei's mobile phone business that lost high-end chips was greatly impacted, and it lost a large-scale overseas market.
Yu Chengdong, CEO of Huawei Consumer, regrettably said that without a 5G chip, Huawei's 5G mobile phone can only be used as a 4G mobile phone. So you can see that Huawei's new machine release has been delayed in recent years, and even the Mate 40 that has been released has been out of stock, which makes consumers who are willing to support Huawei helpless.
Some consumers have also turned to Apple after waiting for Huawei's mobile phones, and the domestic high-end mobile phone market has been further encroached upon by Apple. Huawei's smartphone shipments once surpassed Apple's mobile phones to reach 240 million manufacturers, and the mobile phone business can be said to be a cliff-like decline after being completely "cut off".
The reason why Huawei has been "stuck in the neck" on the chip is mainly because Huawei's Kirin chips have always been handed over to TSMC, but because TSMC's foundry production line uses some U.S. technology, shipments are also restricted. According to the "chip rules", all enterprises that use US technology must obtain shipping licenses from the US region to ship to Chinese companies such as Huawei.
Although in the restricted shipment background, XMC has been actively seeking shipping permits, including promising to build factories in the United States, in addition to subsidies, on the other hand, it is also to obtain a shipping license as soon as possible, but until now, Intel, Samsung, Qualcomm, etc. have obtained part of the shipping license, TSMC is still restricted to death.
The reason why Huawei can compete with Apple in the high-end mobile phone market is mainly because the performance of the self-developed Kirin chip is indeed powerful, from which it can be seen how important the chip is for the development of science and technology, economy and industry, in addition to the field of mobile phones, in the field of industrial manufacturing, scientific research, and AI, chips are needed.
There are not many excellent chip design manufacturers in the mainland, but there are not many chip manufacturers. Since we started late in the semiconductor field, our chips are very dependent on imports. According to customs statistics, in 2021, the mainland chip import volume will reach 440 billion US dollars, reaching 635.48 billion pieces.
From this, it can be seen that if we want to grasp the initiative and no longer be restricted by others, we must build a complete industrial chain that is completely our own. As a result, domestic manufacturers have increased the self-production and self-research of chips, and more manufacturers choose domestic chips when choosing chips. Mastering more updated processes as soon as possible has become our most urgent task at the moment.
But now Lao Mei's restrictions on our chips will be further tightened
While domestic semiconductor manufacturers are accelerating their layout in the semiconductor industry, Lao Mei has begun to further tighten policies for our semiconductor industry.
Previously, in order to revitalize the semiconductor industry in the United States, Lao Mei established a "chip bill" with subsidies of up to $52 billion to attract various chip manufacturers to build factories in the United States, and TSMC built a mini advanced factory with a 5nm process in Phoenix, Arizona, in the United States. Intel also invested two hundred yuan in Ohio to build a large fab.
Now that more than a year has passed, even Intel has waited for the fire, Intel CEO Pat Kissinger even threatened to build factories elsewhere, saying that if the chip subsidy is not implemented, Intel will consider building factories in Europe first.
Now that there is finally a definite amount on chip subsidies, the US Senate recently began to debate and vote on the "Chip Act", according to the published draft news, the subsidy of $52 billion to chip manufacturers will be reduced. More importantly, the draft clearly stipulates that if they want to obtain subsidies for building factories, these enterprises cannot invest in the construction and expansion of advanced processes within 10 years.
But mature processes can still be expanded. It is clear from these regulations that this is to further curb the development of the mainland semiconductor industry.
How much of an impact will the Chip Act have after it is tightened
After the chip was cut off, the mainland semiconductor industry developed rapidly, and more than 60,000 semiconductor companies have been added to the mainland in the past year or so. The self-sufficiency rate of mainland chips exceeded 16% last year, and it is still growing steadily. In the first five months of 2022, the number of mainland chip imports decreased by 28.3 billion pieces.
The mainland happens to be the largest export market for Meixin enterprises, accounting for 55% of the total export share.
But now the formulation of new rules means forcing TSMC, Intel and other manufacturers to abandon the mainland market. As the world's largest chip consumer market, the market prospect of the mainland is very broad. Preventing these manufacturers from investing in the mainland market is equivalent to preventing the expansion of these semiconductor giants in the mainland.
These manufacturers are likely to be reluctant, after all, subsidies and the market to choose which brain is no problem to know. What's more, subsidies now have to be reduced.
Previously, when Laomei asked Intel to give up building a factory in the mainland, Intel made it clear that it would not leave the mainland market. Zhang Zhongmou, founder of TSMC, also made it clear that the cost of building a factory in the United States is too high, and it is "too naïve" to choose to build a factory in the United States before. From the attitude of these manufacturers, it can be seen that the US market itself has no advantages, and manufacturers are attracted by huge subsidies.
If Lao Mei insists on tightening the restriction policy, in addition to forcing our semiconductor companies to further develop, it may also push these manufacturers farther and farther. What do you think about this, welcome to leave a message, like, follow, and share in the comment area.