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Text|Morning language for the first time
Editor|Told history
On January 31, Bloomberg said that the Biden administration is considering cutting off all ties between Huawei and American suppliers, prohibiting the provision of any products to Huawei, and giving full play to its own technological hegemony. This is not the first time, but their usual means.
But not everyone agrees with the actions of the US government, as early as Trump's suppression of Huawei, Bill Gates has publicly stated that this will not only not stop Huawei's development, but will accelerate the development of other Chinese technology companies. And from the facts now, Bill Gates' "prophecy" has come true.
Huawei has been suppressed by the United States
As a leading global telecommunications equipment supplier, Huawei's development is more down-to-earth than we thought.
At the beginning, Huawei was not a mobile phone manufacturer, founded in 1987, Huawei's business has always been based on the manufacture and sale of telecommunications equipment, the initial main products are some switch equipment, and now many projects and even switches used in universities are still based on Huawei.
With the rise of the Internet, Huawei began to enter the network equipment market, and launched its self-developed router in 1997. Subsequently, Huawei actively expanded overseas markets, gradually adapted to the international market, and the global economic era allowed Huawei's partners and suppliers from all over the world to directly broaden Huawei's development path.
At the same time, Huawei has also invested a lot of money in the research and development of a series of innovative products, such as smart phones, mobile communication base stations, etc., and the random smartphone business has risen rapidly, ranking among the top in the global market share.
When the 5G era arrived, Huawei invested a lot of money in 5G technology research and development, actively participated in the formulation of 5G standards, and worked with leaders in other industries to promote the development of 5G. In the commercial field of 5G, Huawei provides a full set of solutions including chips, base stations, and terminal equipment, and is committed to the implementation of 5G technology.
Generally, European and American countries formulate industry development plans and play a leading role, and the emergence of Huawei naturally makes them feel threatened.
The United States soon set its sights on Huawei, Huawei's development momentum, so that the United States worried that its "hegemony" was challenged, they did not allow any of their own advantages to be covered by others, so the United States intends to rely on its own hegemonic position to impose sanctions on Huawei.
The most notable sanctions came from 2019, when then US President Trump's "technology network security" restricted, restricting the import and export trade of Huawei and its subsidiaries, allowing them to buy and not sell, and Huawei's suppliers also stopped Huawei at the instigation and order of the US government.
Under such sanctions, Huawei's every step is extremely difficult, the leader of 5G technology, but can not use 5G chips, the termination of Huawei and Qualcomm's cooperation is really regrettable.
But this is only the tip of the iceberg of sanctions. A year later, the United States escalated its sanctions, severely restricting global companies from supplying Huawei with any chips and related semiconductor products made using American technology.
This round of sanctions can be said to be a fatal blow to other companies, not only banning TSMC's commercial dealings with Huawei, but also cutting off Huawei's other chip paths. Samsung SK, hynix and other companies can not provide chips to Huawei.
The impact of sanctions under the combined fist on Huawei is huge. In 2020, Yu Chengdong, then CEO of Huawei's consumer business, frankly said that Huawei's Kirin high-end chips could no longer be manufactured.
Huawei's financial report shows that the business revenue growth in 2020 is slow, only at a rate of 3.3%, not only that, but the situation in 2021 is even more unoptimistic, and the sharp decline of 49.6% makes "Huawei people" very worried.
In the absence of 5G chips available, Huawei's smartphone market share has fallen all the way from the top of the list at its peak to the top five.
The injured Huawei did not slump, but actively used its innovation capabilities to find solutions. In 2019, Huawei released the Hongmeng system, and in 2022, it used satellite communication technology to introduce Beidou satellite messages into its mobile phones.
Considering its own "pain of lack of cores", Huawei has also invested a lot of money in chip manufacturing, striving to develop Chinese chips that are more suitable for its own use.
The US sanctions against Huawei can be described as tricks, not only detaining Ms. Meng Wanzhou with Canada, but also restricting Huawei from cooperating with various partners for various reasons.
Looking back, the sanctions also brought a major crisis to Huawei, but after more than four years of response, Huawei has basically resumed normal operations. The four-year sanctions have not allowed Huawei to fall, and Huawei will continue to go to the world.
The rise of the "second Huawei"
The US suppression of Huawei not only did not make Huawei "shut down", but stimulated and accelerated the rise of many Chinese companies. CATL is an excellent representative of this.
Founded in 2011, CATL (CTAL) has achieved a market value of 200 billion yuan in just over a decade, becoming one of the world's largest power battery manufacturers.
In 2009, Continental began to implement a new energy vehicle subsidy policy to support the development of new energy vehicles. In 2014, the sales volume of new energy vehicles in the country was only 75,000 units, but in 2017, the sales volume increased to 800,000 units. Market recognition of new energy vehicles is constantly improving
Power battery is the core component of new energy vehicles, the production of power batteries based on the Ningde era naturally also enjoyed the relevant dividends, and in the power battery industry mainland enterprises and foreign countries are not much different, CATL seized this cusp to achieve curve overtaking.
Although CATL has not been established for a long time, the company's entrepreneurship is inherited from the electronic battery giant ALT, which was founded in 1999.
As early as 2008, ALT executives foresaw the future of new energy vehicle development and established a power battery team. Later, due to the restriction of the company's production of power batteries by foreign holdings, the team decided to establish CATL to get rid of this control, and with ALT's material and technology inheritance, CATL was able to go further.
Of course, CATL's own efforts and foresight are also very important. The mainstream domestic power battery cell materials are lithium iron phosphate (LFP) and ternary materials (NCA NCM), and the two materials also have different characteristics.
Simply put, lithium phosphoferrite is safer, while ternary materials have higher energy density. When the early technology was not yet developed, the mainland supported the use of lithium phosphoferrate from the perspective of safety, so many companies chose to vigorously develop LFP research, and even banned ternary materials altogether.
But later, with the outbreak of demand for new energy passenger vehicles, people paid more attention to the endurance of cars, and cars using ternary cathode batteries received more favor. And CATL began to invest in the research of ternary materials earlier, which opened the gap with other companies.
Strategically, CATL chooses a more flat and open model, which has better control capabilities in the face of a rapidly changing market and can better adapt to downstream needs.
Therefore, although the battery market was fiercely competitive, subsidies declined, and costs rose, CATL has always been able to achieve steady development.
More than one Huawei appeared
No matter when and where, the last thing our country lacks is the courage to go forward, even if Huawei is sanctioned, there will be thousands of "Huawei" behind.
Only the courage to compete, dare to compete will have a future development path, many domestic enterprises just started, will be compared with foreign products, and even ridiculed by the group is not as good as foreign products is a common thing.
Acknowledging the gap and catching up is the best way to respond.
From the perspective of the new energy automobile industry that is now in full swing, BYD is the best example.
Although Tesla is still the industry leader in new energy vehicles, BYD is still Tesla's opponent that cannot be underestimated.
The difference between BYD and Tesla is that BYD focuses on hardware research and development, while Tesla focuses on software development and research, handing over hardware facilities to global suppliers.
Under such circumstances, Tesla's sales are still far ahead.
But BYD is not willing to lose to Tesla with such a good hardware advantage, and even said the bold statement of "creating Tesla in minutes", although this was ridiculed, but also gained a lot of fans.
From the sales data, the total export volume of automobiles in the mainland from 2013 to 2022 has steadily increased, coupled with the development of new energy vehicles, so that the sales in the third quarter of 2022 exceeded the level of the whole year of 2021, and most of the growth was due to new energy vehicles.
BYD, which tasted the sweetness, began to enter the international market, first opened up the market to Thailand, and competed with the "big guys" of the United States, Japan and Germany on Thai soil.
Until now, China's Xineng energy automobile industry ranks first in terms of scale, and BYD has become the brand with the highest sales of new energy vehicles in China.
From the "List of Top 20 New Energy Vehicle Patent Enterprises", BYD's development momentum is very strong, ranking first with 9426 patents, which is all due to his unremitting development and efforts.
Make the most of your strengths, and since the software is worse, develop better hardware.
Whether it is a motor, a battery, or an electronic control system, BYD has its own products, and the industrial chain is very complete.
Such a complete and competitive development has made many "car enthusiasts" pray that BYD can become the "Huawei" of the new energy automobile industry, with new technologies that other foreign brands cannot match.
The "flower planters" have always been not afraid of the "enemy" playing with sanctions, and we have very few weapons of our own resistance against Japan, but we survived by relying on the national spirit and "without guns and cannons, the enemy made it for us." After the founding of the People's Republic of China, it experienced the technical blockade of all parties, and did not study the atomic bomb as such.
Have the means to respond to sanctions
Wildfires burn endlessly, and the spring breeze blows again. This is the best way for domestic enterprises to deal with the encirclement and interception of the United States, and only with a grass-like tenacious statement and self-improvement spirit can they lay a good foundation in this environment and become a more creative large enterprise.
In the face of external sanctions, we should take a series of measures to protect our own interests and seek development opportunities.
Many people have a philosophy when investing, that is, eggs are not in one basket. This applies to both the company's own development and the coping of difficulties.
We also often see that companies like Gree will do some mobile phones in addition to their main product air conditioners, and even involve new energy vehicles. This way of development can make the company's operating state more stable.
Like Xiaomi, which makes mobile phones, it began to penetrate into the home appliance industry, and although many products are foundry, it is still loved by many people with its price advantage. This is also a very good strategy.
In addition, the industrial structure must also be optimized, and from the data point of view, the industry with the highest production value in 2021 is the secondary industry. The primary industry is agriculture and animal husbandry, the secondary industry is generally processing and manufacturing, and the tertiary industry is other industries except the primary and secondary industries.
If the primary industry and the secondary industry are the foundation of the country, then the tertiary industry is the standard for whether a country is developed, and the tertiary industry in the mainland accounts for 53% of the total output value, while the proportion of developed countries is generally about 70%.
This means that mainland enterprises need to transform from traditional labor-intensive industries of OEM to technology-intensive and high-value-added industries. Invest in R&D and innovation to improve product quality and technical content and increase competitiveness.
This is exactly what many companies that compete with foreign countries are pursuing.
There is also that domestic enterprises do not invest enough in scientific and technological innovation, and enterprises in most industries are still in a thinking that wants to make quick money.
This situation is also limited by the times, today's market is changing rapidly, coupled with the development of science and technology so far, the front scientific research enterprises have accounted for the majority of market resources, small and medium-sized companies are difficult to come out, only to earn some money, these enterprises can survive.
For large enterprises, enterprises with equal status in the industry are also doing such research, many things need to invest too much money and resources, they will also be lazy to choose to wait for "foreign" technology to appear, and then imitate themselves, such as the domestic mobile phone manufacturers' initial "pursuit" of Apple.
This behavior is firstly because the mainland's awareness of the protection of intellectual property rights is not high, and secondly, because the overall industry atmosphere is still conservative, it is difficult to pursue a result that may not be produced at a very high cost, and the resources that need to be invested before the result appears is a bottomless pit.
However, this will make enterprises lose competitiveness, and it is necessary to promote technological innovation and improve core competitiveness. Enterprises can strengthen cooperation with universities and scientific research institutions to jointly carry out R&D and innovation.
Their own quality of enterprises will begin to pay attention to their own brand effect, consumers buy goods are still looking at the influence of the brand, in most people's consumption concepts, good brands equal to good quality, equal to after-sales guarantee, although these items may be much higher in price than ordinary products, does not affect consumers' love for them.
A very obvious example is Haier, since the smashing of the refrigerator, the understanding of the street is that Haier refrigerator is the best.
Even many people abroad will choose Haier refrigerators, which is the effect of the brand, which can improve the recognition and influence of the product itself.
Allowing consumers to "have a soft spot" can also alleviate sales problems in the form of consumers' spontaneous "purchasing on behalf of others" when they are sanctioned.
Domestic enterprises need to chase not to become the "second Huawei", but to become the "first themselves" in this industry, from the opposite reaction, being "sanctioned" is a recognition of the strength of a certain enterprise, but with being sanctioned, the market still needs it to be really powerful.
When Huawei was sanctioned by the United States and its "friends", everyone said that they did not need Huawei, but in the end, they found that the British mainstream media used "Huawei 5G" outside, which is the reason why Huawei can be praised.