Since 2019, after Laomei has repeatedly modified the chip rules, Huawei's mobile phone business has entered a "cold winter", TSMC cannot give Huawei a Kirin chip, and other manufacturers involved in US technology cannot cooperate with Huawei normally. Lao Mei tries to curb Huawei's development in this way.
Although in the past two years, the United States has made a lot of moves in order to curb the development of China's chip semiconductor field. But it is still impossible to stop China's rise, and even Western experts have begun to warn the United States: excessive suppression of China will only allow them to accelerate research and development, and it will not only be the United States that will suffer losses, but the entire West.
In the field of modern technology, semiconductor chips play a vital role, for technology giants such as Huawei, the loss of chip supply, then the impact is also huge, not only Huawei's 5G business has been affected, and Huawei's smart phone business has also appeared waist cut, Huawei in the smartphone market can also compete with Apple, and now lost the support of HiSilicon Kirin chips, Huawei mobile phone sales continue to decline, so that Apple has become the biggest winner, in the high-end mobile phone market a dominant one.
Huawei's founder Ren Zhengfei also publicly shouted that Huawei "live", in the case of the global economic recession, Ren Zhengfei said that Huawei should take survival as a program for development, and began to comprehensively shrink its business scope; Ren Zhengfei's shouting also made us aware of the "cold" of market development, and even many people felt that Huawei was about to start a "decisive battle".
You know, in the past few years, Ren Zhengfei has been leading Huawei's rapid growth, from the field of mobile communications to smart phones, semiconductor chips and 5G fields, Huawei has achieved good results; And Huawei has gradually become the leader of domestic technology companies, even in the face of the suppression of the old United States, Huawei has never flinched; Now in order to survive, Huawei has also established five major legions, and began to enter and develop in the main business areas, when Huawei began to focus on these areas, it will surely usher in a new development look.
The US side suppresses China's cutting-edge technology industry in a vain attempt to maintain its "scientific and technological hegemony" by suppressing China, seeking privileged monopolies and huge wealth. The rendering of technological nationalism is not only the core of the US global strategy, but also the basis for supporting other US hegemons. In recent years, the US government has frequently launched various hegemonic measures in the guise of law against China and other emerging economies in terms of scientific and technological containment, which has had a bad impact on global scientific and technological cooperation and supply chain layout, making the global scientific and technological "gap" not only fail to bridge, but increasing.
Scientific and technological achievements should benefit all mankind, and should not be used to "make a stumbling block" for the development of other countries, but in order to consolidate its global hegemonic position, the United States has taken advantage of technological resources and often prides itself on being a 'network guard' and "human rights defender" of the international community under the guise of 'national security' and 'human rights protection'. But in fact, the United States has never stopped indiscriminately monitoring, eavesdropping, and attacking governments, enterprises, and individuals in other countries. ”
Although the US science and technology hegemony strategy focuses on Chinese technology companies, while suppressing Chinese enterprises, once it is found that any country or region, including allies, has an impact on its hegemony, it will also be ruthless.
Since the United States broke the global chip supply chain, there has been a "global chip shortage", which has spread from the mobile phone field to the automotive field, and even more industries have been affected. This also made the United States begin to realize that this situation would make the United States lose the position of the global chip brother, so that Biden hurriedly launched the "high-end manufacturing return" plan, in an attempt to attract many giant manufacturers to build factories in the United States to build production lines, so that China could not catch up.
They simply believe that they are blocking the transformation and upgrading of China's manufacturing industry, and try to accelerate the launch of the "high-end manufacturing industry in the United States" plan in this way. Since the beginning of 2019, the development of China's chip semiconductor field has ushered in a "climax", whether it is manufacturing production capacity or market consumption capacity, it has attracted unprecedented new highs. Seeing this wave, Lao Mei must be restless, and the only thing she can do is increase the blockade. We must know that in today's era of globalization, only cooperation can achieve a win-win situation, and the blockade will only harm others and harm themselves.
On the one hand, ASML is also troubled, after all, as the world's largest lithography giant, it is obviously very uncomfortable to lose China, the world's largest consumer market. But what the United States did not expect was that the blockade and suppression would not stop China's rise, but would accelerate China's determination to independently develop.
The situation of "high dependence" on China in related industries has emerged, and the surge in global chip demand has promoted the development of Chip Semiconductors in China. At the same time, it has also accelerated the independent research and development of Chinese manufacturers. That is to say, the US blockade and suppression not only did not let Chinese manufacturers fall, but woke up more Chinese manufacturers, who have embarked on the road of research and development, and even began to "beautify".
The most obvious example is the field of mobile phones, after Huawei, Xiaomi also began to increase its efforts to independent research and development, and also began to invest in more domestic mobile phone manufacturers, in order to create a 100% localization of the mobile phone supply chain, no longer rely on foreign manufacturers. In fact, after Huawei was cut off, we began to use national strength to develop the domestic semiconductor chip industry, and the self-sufficiency rate of domestic chips in the past two years is also growing steadily. In order to expand the production capacity of domestic chips, in the first quarter of 2022, the mainland ordered 23 DUV lithography machines from ASML, which although they cannot produce chips below 7nm, can produce chips with mature processes above 14nm, and can also meet the needs of the development of domestic industrial fields.
Although Huawei's mobile phone business has entered a "cold winter", it still has not given up research and development, but has increased its investment. At the same time, Huawei has also begun to lay out the industry in an all-round way, enter the field of new energy vehicles, empower more domestic car companies, and provide more advanced technical support for car companies. At the same time, in the field of mobile phones, Huawei has not sunk, but has embarked on a comprehensive layout of the industrial chain. First of all, it invested in many domestic semiconductor companies, in order to be able to build a 100% localization supply chain as soon as possible.
Secondly, Huawei has also begun to "bypass" American technology for research and development. After all, today's key is the card neck problem, and behind it is the lack of EUV lithography machine, which leads to the inability of domestic manufacturers to produce advanced process chips, so that Huawei Kirin has become a "masterpiece". But if you blindly follow behind Western manufacturers, it is obviously not a wise choice, which is why Ren Zhengfei shouted out that sentence: dare to break the sky.
And some time ago Huawei launched the P50 series of mobile phones is the best embodiment, equipped with more than 90% of domestic components, which means that in the field of mobile phones, "de-beautification" has once again achieved results, no longer rely on Western manufacturers.
With the "fall" of Huawei, Apple can be described as a high-end market all the way, and Cook also captured the psychology of Chinese consumers, directly played the "price reduction card", and won more than half of the share in the domestic market in one fell swoop. And the emergence of today's iPhone 14, just an interaction design "smart island" can make fruit fans crazy, and even smear many of Huawei's innovations.
On the whole, after the mainland is determined to create our own domestic chip supply chain system, the country has accelerated its layout in the field of chip production and research and development, and this is one of the side effects of the conference to cut off Huawei, as long as our domestic chips can achieve self-sufficiency as soon as possible, then the number of imported chips we "cut orders" will be more and more, and then the chips of US companies will become "cabbage price" may not be cared for.
Now that the US side has suppressed Huawei for three years, Huawei has not only not fallen, but has become more and more courageous. Although Huawei's mobile phone business is developing slowly, it is still maintaining the update it should have, although it is back to the "4G era", it still has not given up research and development, and secondly, in the operating system, it has surprised Westerners.
At first, Google thought that Huawei's operating system was only a "flash in the pan" and could not shake Android in the field of mobile phones. As everyone knows, Huawei's Hongmeng and Google's Android are not at the same level at all, because Huawei is not in the field of mobile phones, but to integrate its own 5G advantages to achieve the interconnection of all things. Today, Huawei's Hongmeng system has still become the most popular Internet of Things system in the current 5G era, and a large number of electronic devices, smart homes, smart cars, and even in manufacturing, transportation, education and other industries have been connected to the Hongmeng system.
Especially after entering 2022, Huawei's Hongmeng system has developed more rapidly, from the initial millions of users, to tens of millions, to more than 300 million today, all in all, today's Huawei every step is very difficult. As Ren Zhengfei said: Huawei's goal in the next three years is to survive, turn the past "storytelling" into "how to achieve", and pass this cold air to every Huawei person, always maintaining a sense of crisis.
You must know that on the road of independent research and development, it is never a matter of one day or two days, and the meal must be eaten bite by bite, and the road must be taken step by step. Perhaps today's domestic manufacturers are still being necked by Western cards, or perhaps today's domestic manufacturers are still developing some things that others can't see, but this is an accumulation process, which is also the original intention of Huawei to invest in independent research and development, and it is also the confidence and confidence of domestic rise.
After all, today's Huawei not only represents domestic manufacturers, but also reveals the confidence and determination of a Chinese manufacturer in the face of unfair treatment in the west, and also tells Lao Mei that the blockade and suppression cannot make Chinese manufacturers compromise and admit defeat, the greater the pressure, the greater the motivation, in today's era of globalization, excessive suppression will only accelerate China's independent research and development. I believe that as long as domestic manufacturers are like Huawei, increase their efforts to invest in research and development and innovation, in the near future will be able to break through the difficulty of "card neck", and more and more manufacturers will stand on the global stage in the future.