Some people say that Musk can always be a "guest of honor", not "fish". A big reason is that Musk is cautious enough, or to use a more appropriate word, left and right, so Tesla is basically hot in every market in the world. In this regard, Liu Deyin is more than a star and a half worse than Musk.
As the "foundry overlord" of the industry interface, it turns out that TSMC has two major customers, one is Apple and the other is Huawei. In 2019, Huawei contributed 14% of TSMC's revenue. Of course, Huawei's role is not only contribution, for TSMC, Huawei's existence is also a good check and balance, which is why TSMC has a lot of bargaining power in the market before, such as NVIDIA, AMD and other customers dare not complain about TSMC on the price.
However, under the continuous changes in chip rules, Huawei has become no longer on the list from TSMC's second largest customer, and TSMC has gradually changed its face.
It is clear that Huawei's supporting role was originally needed, and when it could not play a role for TSMC, Liu Deyin directly threatened: "The mainland chip market is not important to TSMC, and the production capacity vacated by Huawei is still made up by other manufacturers." ”
This remark properly "offended" the chip market on our mainland, and also chilled the hearts of many chip manufacturers. But TSMC soon suffered for Liu Deyin's words, when the global chip industry was overcapacity, TSMC bore the brunt of the decline in performance, and even once rumored that it would stop using some EUV lithography machines, and raise prices for US companies to cope with the crisis.
However, this is only the beginning, after Liu Deyin's "offending" remarks, Chinese companies began to join forces.
It is reported that the number of chips exported by TSMC to the mainland market and our Oriental Pearl suffered a fourth consecutive month decline in February this year, down 31.1% from the same period last year. This means that the number of imported chips of TSMC by our enterprises is constantly decreasing.
Notably, February suffered its worst decline since 2009, even surpassing the 27.1% recorded in January. With such data laid out, will Liu Deyin be happy? After all, this really fulfilled his dream, that is, the share of the mainland market continues to decrease, which is really not important for TSMC.
At the same time, as the share of exports to us declines, there is a ripple effect. That is, in February, the total amount of semiconductors shipped to the world by the regions where TSMC and other companies are located also fell by 17.3% compared with the previous year. This is more worthy of TSMC's psychological anxiety than TSMC's share in the mainland market, from a double-digit proportion to 8%, after all, the actual data shows that the mainland market is not unimportant, and the whole body is vividly reflected in TSMC.
Of course, they may disdain this market share, after all, their dependence on US companies has climbed to 72%. Indeed, as Liu Deyin said, Huawei's vacated production capacity will still have other manufacturers to make up for the gap, so that TSMC's performance has been soaring.
But TSMC forgot that the art of checks and balances is very effective in the global international chip market. Without Huawei to balance the rest of the US companies, their market share will only be gradually swallowed up by US companies. Without the important market share of the mainland market, their market share will only be gradually swallowed up by the US market. At that time, TSMC may be too late to talk about the so-called market discourse power.
For TSMC, the share of the mainland market is not his back road, but should be a key role, without the mainland market to TSMC to provide market tilt, then TSMC is very likely not to survive today's Tesla. Nowadays, the situation of TSMC does not seem to have changed much, but with the layers of variables in the United States to build factories, it is really difficult to say whether TSMC can be the OEM hegemon in the future.
It may have always been that TSMC thought that it was the "king" of technology in hand. But personally, I feel that technology is not the same as the market, and the market is not the same as a good situation. If you want long-term development, TSMC should turn back. What do you think about that? Welcome to leave comments, likes and shares!