Recently, ARM announced that it will implement new regulations in 2024 and will no longer license its latest technology to companies such as China's HiSilicon. This decision shook the entire semiconductor industry, and many experts, scholars and industry insiders commented on it.
In fact, as early as a few years ago, Mr. Ni Guangnan had foreseen that he would support local enterprises in independent research and development and breakthroughs in core technologies at the beginning of China's chip industry. The HiSilicon company he founded has risen rapidly to become a leader in China's chip field and has made many major breakthroughs and innovations. However, with the US government successively introducing various restrictive measures, including the ban on Huawei and the ban on semiconductor exports, China's chip industry is once again facing severe challenges. At this time, ARM's decision will undoubtedly bring a heavier blow to the Chinese chip industry.
Many believe that ARM's decision reflects the fear and fear of the Chinese market among many Western high-tech companies. They worry that the competitiveness of Chinese companies will have an impact on the international market. Therefore, in addition to business ethics and true cooperation, they are also full of exclusion and reverse thinking of Chinese companies.
Chinese companies should remain calm, seize the historical opportunity, and redouble their efforts in independent research and development, technological innovation and industrial collaboration. At the same time, the Chinese government should also fully support local enterprises to achieve technological breakthroughs and market centralization through legislation and policy support.
It is true that China's chip industry has some difficulties and deficiencies, such as patent layout, talent reserves, ecological construction and other aspects need to be strengthened. However, we should not regard the restrictions of our opponents as a frustrating pouring cold water, but we should regard them as an opportunity to stimulate the innovation power of enterprises, deepen industrial cooperation and benign interaction, truly expand the international market, and enhance core competitiveness.
Finally, we should learn from Mr. Ni Guangnan's vision, accurately assess the development trend and demand basis of future technology, promote the sustainable development of the chip industry, and let Chinese enterprises gain more initiative and voice in the competition.
ARM announced that it will change its licensing policy from 2024, banning the use of ARM-based chips in products of ZTE, Huawei and other companies, while restricting companies including Apple and Samsung from using ARM technology to develop their own processors. The decision sparked widespread discussion in the industry, with some people saying that it was ARM's antitrust move, and others claiming that ARM was doing "rogue" things. For China's technology industry, a name is frequently mentioned in this incident, that is, Ni Guangnan.
ARM's decision
ARM is a British semiconductor design company that has been a leader in designing chips, and its technology is widely used in smartphones, tablets, smart wearables and other fields. However, in recent years, with the intensification of Sino-US trade frictions, ARM has gradually become an important pawn in the technology war between China and the United States. According to foreign media reports, ARM will revise its licensing policy in 2024, prohibit the use of ARM-based chips in the products of ZTE, Huawei and other companies, and restrict companies such as Apple from using ARM technology to develop their own processors. The decision was interpreted as ARM enforcing U.S. government directives to restrict Chinese companies such as Huawei.
ARM's new rules have sparked controversy
After ARM announced its new licensing policy, it caused widespread controversy. Some people believe that this is an anti-monopoly measure taken by ARM to avoid being suppressed by the US government, which can make the entire market fairer. But some people believe that ARM's behavior is a "rogue" act, and its licensing policy should be more open and transparent, and not just to avoid legal attention and take improper measures. At the same time, some people worry that such a licensing policy will have a long-term adverse impact on the global chip industry, which may be detrimental to the interests of companies and consumers.
Ni Guangnan's vision and leadership
One name frequently mentioned in these controversies is Ni Guangnan. Ni Guangnan, one of the pioneers of China's semiconductor discipline, worked for many years at the Institute of Semiconductors of the Chinese Academy of Sciences, and founded Unigroup in 2003. At present, Unigroup has become one of the leading enterprises in China's semiconductor industry. At the same time, Great Wall Computer Co., Ltd., a subsidiary of Unigroup, is also one of the largest processor manufacturers in China, and its products are widely used in military, aerospace, financial and other fields.
It is worth mentioning that Ni Guangnan put forward the strategy of "China's independent intellectual property chips" in 2008, calling on China to strengthen semiconductor technology research and development. This strategy has become an important part of China's science and technology development strategy and has achieved many results.
ARM's decision to modify its licensing policy to restrict companies such as Huawei from using ARM-based chips has caused widespread controversy.