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Text | Kami-sensei
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Wake up from the lunch break, brush the mobile phone, Chinese science and technology has four good news, the 7nm process is close to winning, localization is accelerating, and the Siemens monopoly is ended! The success of self-developed IGBT chips has made Germany lose hundreds of millions of revenues, I am refreshed and enthusiastic when I see it, and I quickly share it with you in codewords!
First: saving nearly 240 billion, China's chips won the 7nm process, and imports fell sharply
After a year-long effort, China's chip imports fell sharply, by 140 billion pieces, and the amount of chip imports also decreased by more than 30 billion US dollars, about 240 billion yuan. More exciting news is that China may have mastered the N+1 process close to 7 nanometers, which will bring huge production momentum to domestic chip companies.
Over the past few years, China's chip industry has been developing and producing chips with 28nm technology, which account for seventy percent of domestic chip demand. Chips in home appliances, automobiles and other fields mainly use such mature technologies. Relying on this foundation, China has developed many chips with its own characteristics, such as stacked chips, IGBT chips and so on. In particular, it is worth mentioning that domestic IGBT chips have been widely used in new energy vehicles, high-speed rail and other industries, and have reached the world's leading level.
Water drops and stones are not a day's work. After the accumulation of mature technology, China's chip industry has begun to explore and develop more advanced technologies, among which the N+1 process close to 7 nanometers is one of them. This technological breakthrough marks that the future development of China's chip industry has greater possibilities.
There is nothing difficult in the world, only people with hearts. Whether in the past, present, or future, China's chip industry needs unremitting efforts and hard work to achieve greater breakthroughs and development. The future chip industry will be an area full of opportunities and challenges, which requires us to explore, innovate and move forward.
When we look back at the past, we can see the rapid development and progress of China's chip industry, which is an achievement that we should be proud of. However, we cannot deny the problems and challenges. In this process, we need to learn from successful experiences, but also learn from failures, and constantly strive to achieve greater breakthroughs.
When we look at the present, we can see that China's chip industry has made tremendous progress. It is a clear fact that domestic chips have been widely used in many fields. However, we should also see that China's chip industry still has a lot to improve and improve. In the process, we need to continue to work hard to achieve greater breakthroughs and development.
When we look to the future, we can foresee that China's chip industry will have more room for development. With the advancement of science and technology and the development of society, China's chip industry will face more opportunities and challenges. In this process, we need to actively respond and innovate to achieve greater breakthroughs and development.
"Stones can be broken, but they cannot be taken away; Dan can grind also, but not take red. "For China's chip industry, as long as we persevere and move forward bravely, we will definitely be able to create more brilliance in the future development."
Second: Huawei's king returns, Qualcomm reduces prices to save itself? Industry insiders: Market competition intensifies
Huawei's rotating chairman, Meng Wanzhou, recently announced Huawei's return as a king, and a Jedi counterattack against the United States has begun. In the past three years, Huawei has invested 440 billion yuan in technology research and development, and its 5G mobile phone is expected to be launched in October this year. However, the American chip giant Qualcomm is in trouble. Qualcomm launched a bargaining war, sharply reducing the price of low-end 5G mobile phone chips in order to retain its share in the competitive market.
The ancient philosophy of "natural selection, survival of the fittest" is also applicable to today's technology market. When we take a closer look at the strategies of these two tech giants, we can see that their decisions are based on a deep understanding of the market and a unique vision of the future.
First, we focus on Huawei. Huawei's return as a king is based on its deep understanding of the global technology market and forward-looking investment in technology. In the past, Huawei faced pressure from the United States, but it did not give up investment in technology research and development. Now, with its own technical strength, Huawei is preparing to launch a counteroffensive in the global market. In the future, we have reason to expect Huawei to make greater breakthroughs in cutting-edge technologies such as 5G and AI, and bring more innovative products to consumers around the world.
Then, let's look at Qualcomm. Qualcomm's choice to significantly reduce prices is based on its deep understanding of the current market situation and prediction of the future. In the past, Qualcomm relied on cooperation with Apple to gain an advantageous position in the market. Now, because the recovery of the mobile phone market is less than expected, Qualcomm has to choose to cut prices to clear inventory to stabilize the stock price. In the future, as Apple plans to produce its own 5G chips, Qualcomm will face greater challenges.
The strategies of these two technology giants have also sparked extensive discussions among industry experts. Some experts pointed out that Huawei's counteroffensive will have a profound impact on the global technology market. For example, if it is no longer suppressed by the United States, Huawei may occupy a leading position in the global 5G market. On the other hand, Qualcomm's price-cutting strategy may give it market share in the short term, but in the long run, it may negatively affect its brand value and profitability.
For Huawei, its Kirin series chips are about to return strongly, which can be seen as a major breakthrough for Huawei in the technology market. On the other hand, Qualcomm's price reduction strategy has not changed its predicament in the market. At this turning point, we look forward to Huawei's successful return to the market with its own technical strength and bring more innovative products to consumers around the world." We also expect Qualcomm to find a new way out and continue to contribute to the technology market.
"Although there is a long road ahead, as long as there is light in the heart, there is no darkness that cannot be escaped." This sentence, for Huawei and Qualcomm, is an encouragement and expectation. In the crisscrossing world of technology, every step can be a leap or a setback. We expect Huawei to bring new technology unicorns, and Qualcomm to do its own thing in the storm. As the poet said, "Where is the dawn?" Is it the other side of the mountain, or the other side of the sea? Only by moving forward can we find the answer.
Third: AMD's net profit plummeted by ninety percent! The Chinese market is a lifesaver? Foreign media: Meixin enterprises are inseparable from China
In the wave of the chip industry, AMD's net profit fell by more than 90% in the second quarter, announcing that it would customize GPU chips for the Chinese market and actively seek new growth points. This is undoubtedly a huge shift for AMD, but it also reflects the indispensable recognition of the Chinese market by American chip companies, in sharp contrast to the US government's increasing chip supply restrictions.
"Things must rot first, and then insects grow", this old saying reveals that there are profound reasons for the occurrence of problems. AMD's dilemma is also the dilemma of the chip industry. On the one hand, AMD's disadvantage lies in the market recognition of its products, although it is similar to NVIDIA in terms of performance, but due to the CUDA ecosystem established by NVIDIA, the global server chip and AI chip market prefers NVIDIA, which makes AMD weak in this market. On the other hand, the importance of the Chinese market is becoming increasingly prominent, the global chip industry is oversupplied, and China, as the world's largest chip purchaser, the importance of its market demand is self-evident.
It is often said that everything that happens is inevitable. AMD's transformation is the inevitability of industrial development. In the past, U.S. chip companies enjoyed a dominant position in the global market, but now, they face changing market demands and supply chain challenges. In the future, they must find a new way out, and the Chinese market is undoubtedly an important choice for them.
Experts believe that the transformation of the American chip giant is a wise choice. On the one hand, they were able to take the opportunity to further develop the Chinese market and thus increase the sales volume of their products. For example, Qualcomm quickly customized 4G chips for a Chinese technology company, and NVIDIA also customized high-end GPU chips for the Chinese market. On the other hand, in this way, they can also reduce the pressure of the US government's supply restrictions on the Chinese market.
Looking back at history, we can find many similar cases. For example, when faced with software piracy in the Chinese market, Microsoft chose to cooperate with the Chinese government to launch a customized version of the Windows operating system. For example, when Apple faced a decline in sales in the Chinese market, it chose to cooperate with China Mobile and launched a customized version of the iPhone.
Based on the above analysis, we can see that whether it is AMD, or other chip giants, they are seeking the possibility of in-depth cooperation with the Chinese market, and they have realized that the importance of the Chinese market cannot be easily ignored. Looking forward to the future, they can find new growth points in this market and promote the development of the chip industry.
"A single tree does not become a forest, a single string does not become a sound", this sentence speaks of the current situation and future of the entire chip industry. Only by constantly exploring and cooperating can we find our foothold in this changing world.
As night falls, the years go by, the story of chips continues, and we look forward to their new chapter in the Chinese market.
Fourth: China ends Siemens monopoly! Self-developed IGBT chip success, Germany: lost hundreds of millions of revenue
In the course of decades of development, China has gradually developed from a learner of high-speed rail technology to a world-leading high-speed rail technology owner. The turning point in this process is undoubtedly the emergence of China's self-developed core chip IGBT. IGBT chip, known as the "heart" of high-speed rail, its task is to accurately control the current and voltage of high-speed rail to ensure the stable operation of the train. Once upon a time, the production rights of this core chip were in the hands of companies such as Siemens in Germany, relying on high-priced sales of chips, and once earned as much as 1.2 billion yuan in profits from China. However, the tenacity of China's technology industry, after years of research and development, finally broke this monopoly, independently developed the international leading level of IGBT chips, so that China's high-speed rail to the international market.
As Mencius said, "He who is great can be both small." "The successful research and development of IGBT chips not only enhances the independence and autonomy of the high-speed rail industry, but also provides important technical support for other industries such as automobiles." New energy vehicles, as the main direction of future development, the demand for IGBT chips is increasing. BYD, a leading domestic new energy vehicle, is a model of successful application of IGBT chips, and its new energy vehicle products have adopted self-developed IGBT chips, which has reached the industry's advanced level and has been widely recognized.
Looking at China's chip industry, taking memory chips and analog chips as an example, it has successfully broken overseas monopolies in recent years and made significant progress. Since last year, the number of chips imported by China has decreased by more than 140 billion, most of which have been replaced by domestic chips, which undoubtedly enhances the competitive advantage of China's manufacturing industry and improves the self-sufficiency rate.
However, the success of all this is not accidental. It is the continuous unremitting efforts of China's science and technology industry, the R&D investment in the past many years, the current scientific and technological talent reserve, and the accurate judgment of the future scientific and technological development trend, which jointly contributed to this achievement. These achievements have also been unanimously recognized by experts, who believe that the breakthrough of China's chips will inject new vitality into the sustainable development of China's manufacturing industry.
Looking back, once Made in China was often considered synonymous with cheap and low-end. However, with the advancement of science and technology, Made in China has achieved the world's leading technical level in many fields, and Chinese brands have gradually gone global. Looking forward to the future, we expect that Made in China can make more breakthroughs in innovation and technology and contribute more to the development of the global manufacturing industry.
To sum up everything, perhaps it can be expressed in such a sentence, "The arrow of talent is difficult to chase." "The tomorrow of Made in China will definitely be more brilliant." I borrow a line from the poem to express my hope for the future of China's manufacturing: "The dynasty accumulates stones, and the mountains are high and who fights." ”
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