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Text | Kami-sensei
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After lunch, brush the mobile phone, China technology has four good news, Huawei with 310.9 billion yuan revenue and 15% net profit margin, 700 million Hongmeng equipment, the upcoming new machine announced the return of the king, domestic 14nm chip also has news that it is about to be mass-produced, I am refreshed to watch, not much to say, hurry up and share it with you!
First: 310.9 billion yuan, 700 million devices, new machines are about to come out, Huawei officially announced, foreign media: can't be stopped
Huawei, once a leading technology giant in the global communications field, is now still under the strict regulation of the United States, independent research and development, innovation and breakthroughs, and forge ahead. Its operating performance in the first half of the year, with revenue of 310.9 billion yuan, net profit margin of 15%, and 700 million Hongmeng equipment, demonstrated Huawei's indomitable determination and strength to the world. The number of Huawei's Hongmeng ecosystem devices has also exceeded 700 million, which is a glorious achievement of Huawei on the technology track. The strict regulations of the United States, originally intended to break the short board, have become a new engine to promote its innovation under Huawei's insistence, and it is no wonder that foreign media sighed that Huawei's development is difficult to stop.
At the same time, Huawei is also expected to release their new mobile phones on September 12 this fall, which is the Huawei Mate 60 series and iPhone 15 series. This move is undoubtedly the embodiment of Huawei's firm belief in its own new products, and it is also a direct challenge to Apple. This showdown of technology giants is undoubtedly a major attraction in the industry.
The design of Huawei's Mate 60 series also seems to echo Apple's iPhone 15 series. For example, the Mate 60 will use the two-hole and three-hole scheme in the middle, with a pill UI design, with a live window function, which can display takeaway, taxi and other information, which is quite similar to Apple's Spirit Island function. On the other hand, the Mate 60 series will continue to use the Qualcomm Snapdragon 8+ 4G platform to maintain consistency with the P60 series. In the design of the camera module, although the ring design of the Mate 50 series is followed, the internal module will inevitably be strengthened.
"If the water is clear, there will be no fish, and if the person is inspected, there will be no disciple." In the deep sea of the technology world, Huawei is like a big fish swimming endlessly, and it is absolutely unwilling to wander on the clear water. And the regulations of the United States are like stones stirring the surface of the water, giving Huawei the opportunity to struggle and flicker. It is this law of survival in the deep sea that gives Huawei more challenges and opportunities, so as to move forward more resolutely.
The trend is unpredictable, the future is unknown, but we can speculate about the future through the past and present. Huawei's past experience and achievements have given it the courage and strength to compete with the United States. Now Huawei is fully engaged in self-research track, and despite the pressure and challenges, it has made significant progress. In the future, Huawei will continue to lead the trend of technological progress in the tide of innovation.
According to expert analysis, the reason why Huawei has achieved remarkable results under the pressure of the four rounds of rules in the United States is on the one hand, Huawei's deep technical background and strong R&D capabilities, on the other hand, Huawei's management team pays more attention to cash flow management and cooperation with suppliers and customers in the crisis, maintaining a stable flow of funds, which provides an important guarantee for the company's development.
Alibaba and Tencent, for example, have experienced similar challenges, but they have both managed to adjust themselves and regain a stronger stance on the international stage. Huawei's situation is similar to theirs, although it faces many pressures, its tenacity and courageous spirit make us look forward to its future.
To sum up, Huawei's experience tells us that no matter how the external environment changes, only by adhering to ourselves and constantly innovating can we stand in the tide of technology. In the future, we look forward to Huawei's continued shine in the field of science and technology and make greater contributions to global technology development."
"The road is long, and I will seek it up and down." Although Huawei's road is difficult, its courage and determination will guide it to a broader future. When every step of Huawei becomes a catalyst for technological progress, we believe that Huawei will create more technological miracles in the future.
Second: domestic chips achieve 14nm mass production, countries are unusual, foreign media: re-evaluate China's scientific and technological influence
On the stage of chip wars, the huge potential of the Chinese market has attracted the participation of global semiconductor giants. The United States, the Netherlands, Japan, South Korea and other countries have established R&D centers and production bases in China to carry out in-depth cooperation. However, the chip rules of the United States are affecting the order of this vast market, and China has made it clear that it will be self-sufficient, and after the news of mass production of domestic 14nm chips, the attitude of countries towards China is also unusual, and they have said that they want to reassess China's scientific and technological influence.
The semiconductor industry is known as the "food" of modern industry. The United States, as a pioneer in this field, began to develop integrated circuits and microelectronics as early as half a century ago. However, this does not mean that China cannot make its mark in this area. China's chip industry chain is developing rapidly and has initially formed a complete industrial ecosystem.
"Sharpening knives without cutting wood by mistake", China is vigorously promoting semiconductor design, manufacturing, packaging and testing. Huawei, Ali Pingtou Brother, Unigroup Zhanrui and other domestic enterprises have realized independent research and development of chip design. Manufacturing companies such as SMIC and Hua Hong Semiconductor have also made major breakthroughs in 28nm processes and below. Although there is still a certain gap with the international leading level, there is no problem in meeting the domestic demand of mature chips such as 14nm and 28nm.
This part of the mature chip can already meet most of the needs of the market, industrial control, Internet of Things, 5G communication and other fields of chip process requirements are not high, mature process can be. Therefore, when the domestic chip can become bigger and stronger on the 14nm chip, foreign manufacturers will lose a lot of order opportunities.
ASML in the Netherlands is a typical example. Although the rules of the United States and the Netherlands restrict its sale of EUV lithography machines to China, ASML has warned the United States, saying that failure to ship will lead to disruptions in the global supply chain, and China will accelerate independent research and development.
Looking at the United States, many semiconductor giants, such as Intel, Qualcomm, Nvidia, etc., are jointly opposing the US chip restrictions. They persuaded Biden not to expand chip restrictions, and the American Semiconductor Industry Association bluntly said that the United States is suffering from the backlash brought by the rules.
Historically, the semiconductor industry was a product of globalization, and countries played an important role in it. From now on, the importance of the Chinese market is becoming increasingly prominent. It has never been seen that China will play a more important role in the semiconductor industry.
In general, the development of the semiconductor industry requires global cooperation and sharing, and any form of trade barriers and technology blockade is not conducive to the healthy development of the industry. We expect China's semiconductor industry to develop steadily in the trend of globalization and contribute to global scientific and technological progress.
"From the ground up, the chip hegemony must gather momentum." This sentence explains the positioning of China's semiconductor industry in the global pattern. It is not only the cornerstone of modern scientific and technological progress, but also the key to China's realization of scientific and technological independence.
"The pearls in the deep sea, fearless of wind and waves, will eventually shine after many hardships." This poem symbolizes the future of China's semiconductor industry, although there are still many challenges, but as long as we persevere, it will shine.
Third: Cook announced! China surpassed the United States to become the largest iPhone market, foreign media: Apple's win-win strategy reappeared
On the battlefield of the tech giants, Apple CEO Tim Cook is experimenting with a tortuous strategy to try to play a clever balancing game between China and India. Cook celebrated China as the world's largest iPhone market, while he celebrated the shift in the industrial chain in India, where Foxconn is building a new factory in southern India to produce the iPhone 15. However, Apple's market value has plummeted recently, and the second quarter earnings report is not satisfactory, and it is predicted that the revenue in the third quarter will continue to decline. However, Greater China bucked the trend and became Apple's fastest-growing and largest growing market in the second quarter of its earnings. However, this medal of honor may not only have a bright side, and in the context of Sino-US technology competition, it may be more terrible than Biden's chip cutoff. On the one hand, American technology giants are killing in the Chinese market; On the other hand, Biden's advocacy of decoupling from China has led to a large number of high-value companies being spun off from China, and their products continue to loot profits in the Chinese market.
"Things must rot first, and then insects will grow." This old saying is apt here. We need to first understand the role of China and India in the global tech chain, and how Apple uses the characteristics of these two markets to achieve its strategic goals.
China is a global manufacturing hub, while India is an important destination for global service outsourcing. The position of these two markets in the global industry chain allows tech giants like Apple to balance between the two markets to achieve their strategic goals. However, this balancing act is not without risk. Under the influence of the global economic situation, Apple's market value once plummeted, and the second quarter earnings report was not satisfactory. This suggests that while balancing between China and India can bring certain benefits, there are also significant risks.
"The sea water is invincible, and it is a drop in the ocean." The movements of technology giant Apple have undoubtedly had a profound impact on the entire global technology industry chain. However, we also need to see that both China and India are striving to improve their position in the global industrial chain. China is actively promoting technological innovation, while India is also working to improve its competitiveness in service outsourcing.
Looking back, China and India each play an important role in the global industrial chain. However, as the global economic situation changes, both countries face some challenges. Now, tech giants like Apple are playing a balance between the two markets to try to profit from them. However, what the future will look like remains uncertain.
Experts predict that the position of China and India in the global industrial chain will be further enhanced. For tech giants like Apple, balancing the two markets will be a challenge. Taking Apple's production line in India and its success in the Chinese market as an example, we can see that the strategic adjustment of technology giants in the global industrial chain is logical and reasonable.
However, both China and India have higher expectations for their position in the global industrial chain. They all want to occupy a more important position in the global tech industry, not just as a production base for tech giants or a service outsourcing destination. Therefore, this expectation may conflict with the global strategy of the technology giants, which is also an important issue to pay attention to in the future.
"Happy water for the wise, happy mountain for the benevolent." The rapid development of science and technology has not only changed our way of life, but also changed the global economic pattern. We expect that in the future development of science and technology, China and India can make greater breakthroughs, achieve self-improvement, and contribute more to the development of the global technology industry.
"The sunrise in the east reflects all things. The light of science and technology illuminates the path of the future. "Driven by technology, we look forward to seeing a brighter future.
Fourth: 27 lithography machines! Over 13.2 billion yuan! In the face of embargo pressure, ASML continues to export to China
Despite global political changes, Dutch semiconductor equipment giant ASML has stuck to its market position amid waves. After the United States, the Netherlands and Japan jointly agreed to impose a semiconductor equipment embargo on China, ASML's performance seemed to exceed the expectations of many observers: before the ban landed, it accelerated shipments to the Chinese market, and ASML's president publicly stated that he would export DUV lithography machines to China. The strategies and motivations behind this, as well as the key influencing factors, deserve to be explored in depth.
Semiconductor equipment, especially lithography machines, is an important equipment for the manufacture of electronic products and determines the production capacity of chips. ASML is the world's most advanced lithography machine manufacturer, occupying more than 60% of the global market share, and its product technology level is unmatched.
In a floating market economy, the philosophy of survival is often vividly expressed. ASML faces a complex and serious problem: how to maintain ties to this important market in China under global political pressure, without offending other markets. It's a question of what, why, how.
Looking closely, it is not difficult to find that in the past, ASML companies were hardcore accomplices of the blockade of the US semiconductor industry, but now ASML accelerated shipments to China before the ban, and even publicly stated that it would export DUV lithography machines to China. The reason for this shift is that ASML sees great potential and demand in the Chinese market, but also sees the downturn in the global chip market and the decline in the capacity of wafer foundries. In the future, ASML may be dominated by earlier models such as the 1980i in response to a possible embargo.
Experts pointed out that this series of actions of ASML is actually a keen insight and adaptation to the law of market supply and demand. Taking Apple and Huawei as an example, although both companies have strong competitiveness in technology and market, Huawei's mobile phone business has been seriously affected by supply chain problems, while Apple is also facing great uncertainty because of its dependence on Sino-US relations.
In this context, ASML's actions are not only to maintain stable performance, but also to maintain its core competitiveness in the global market. Like an acrobat, walking on a rope, it is necessary to maintain a steady pace and calm judgment in order to reach the other shore safely.
For the future, we expect ASML to continue to adhere to market rules and adapt to changes in the global market, and also expect the global economy to return to normal as soon as possible. Like an ancient poem cloud: "There are people in the depths of the white clouds, and the cold moon and cold stars share a long night." "No matter how the global economy changes, as long as we stick to our original intention, we can find our own direction in chaos."
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