After Huawei's 5G technology emerged globally, the United States became jealous and worried about China's tech industry. In order to weaken China's scientific and technological strength, the United States has adopted a variety of measures, one of which is to implement a chip supply cut-off policy on Huawei. Although this policy has directly hit Huawei, its impact is not limited to a single company, but involves the entire Chinese technology industry and chip-related enterprises. This chip battle between China and the United States has begun, but how do we see the victory or defeat of this protracted war?
As a Chinese, I firmly support the development of "China Chip". That's why we've seen a lot of exciting good news emerge over the past few years. However, overconfidence can make us irrational. We are eager for "China Chip" to make a breakthrough, but excessive optimism may also cause us to ignore the hardships and challenges.
Recently, a shocking news came that it seems that "China Chip" may be losing this competition, and the Sino-US chip dispute may have come to an end. Oppo's self-developed chip company Zheku announced its closure, while Huawei is still facing international isolation. There is no doubt that Zheku's failure was not due to insufficient funds. At the beginning, the company announced that it would invest 50 billion yuan in chip research and development, which is evidenced by the abundant funds.
However, the collapse of Zheku may be related to its self-developed 4nm AP chip. Some industry insiders revealed that although the chip has been tape-out, there is a risk of being sanctioned by international sanctions, which may be the reason for their eventual "surrender". The result is unbelievable, and after years of investment and effort, it was interrupted by risk. Hundreds of millions of dollars have been lost, does that mean we're just playing a game? To sum up, we lost a game in this competition.
However, OPPO's failure does not mean that self-developed CPUs or GPUs are the wrong choice. It's a challenging road, but Chinese companies should persevere. However, if you don't have the strength like Huawei, it's best not to try it lightly, so as not to waste precious resources and time.
Huawei's success in Kirin chips is due to its diversified development strategy and adherence to independent research and development. Huawei is involved in a number of main business areas, including telecommunications business and cloud computing in addition to smartphones. Even if the mobile phone business is put aside, the communication business can provide continuous support for Huawei's self-developed chips. This makes Huawei not easily "stuck in the neck".
However, OPPO's business is too single, and the mobile phone business is its lifeblood. And this has also become a stumbling block on the road of Zheku's self-developed chip. Unlike Huawei, OPPO can't get support from other businesses, so once it's sanctioned, it can't break free. As in the above example, if it is under pressure, OPPO will not be able to resist, and maybe even not just Zheku, but the entire OPPO will face collapse.
As foreign media said, the chip battle is like Pandora's box, once opened, it cannot be closed. China's "chip dream" has entered the point of no return, and although there are many difficulties and challenges ahead, we still need Chinese companies to stand up. However, we need to understand that there is no absolute security guarantee, and resources and money should not be easily invested in it.
Is collaboration a better option at this critical juncture? Going it alone does not seem like a viable path. If the country, enterprises, universities and other forces can work together, perhaps "China Chip" still has a chance. What is your opinion on this? Feel free to leave your thoughts in the comments!
However, to solve this Sino-US chip battle, it is not just an enterprise-level effort that is enough. We need more extensive cooperation and innovation, starting from every link of the industrial chain, and working hard in policy, technology research and development, talent training and other aspects in order to achieve long-term victory.
First of all, the government should formulate more powerful support policies to encourage enterprises to innovate independently. This includes financial support, tax reductions, intellectual property protection and other policies to incentivize enterprises to invest more resources and energy in the research and development process. The government can also establish a platform for industry-university-research cooperation to promote close cooperation between scientific research institutions, universities and enterprises, and promote the transformation and application of scientific research results.
Second, strengthening talent training is crucial. The development of the technology field requires the support of high-quality talents, and more people need to devote themselves to chip research and development, manufacturing and other fields. Therefore, colleges and universities should optimize the education system, strengthen cooperation with industry, and cultivate more engineering and technical talents that keep pace with the times. At the same time, it is also necessary to attract overseas talents to return to China for development and inject fresh blood into China's scientific and technological progress.
In addition, cross-industry cooperation is also the key to promoting the development of "China Chip". Chips are not only used in the field of mobile phones, but also in various fields such as intelligent manufacturing, Internet of Things, and medical and health. Enterprises in different fields can share technology, resources and experience through cooperation, achieve complementary advantages, and thus promote the upgrading of the entire industry.
Of course, technological innovation cannot stand still. We need to constantly pursue breakthroughs in the research and development process, explore new chip materials, manufacturing processes, design methods, etc. Only by continuous innovation can we occupy a dominant position in the fierce international competition.
To sum up, the Sino-US chip dispute is already a protracted war and will not end in a short time. We need to be more pragmatic in addressing challenges and difficulties. Chinese enterprises need to go hand in hand in technology, policy, talent and other aspects to form a joint force in order to occupy a favorable position in this competition. More importantly, we need to abandon overly optimistic or pessimistic emotions, look at problems accurately and rationally, and strive for the future of China's science and technology.
Finally, the Sino-US chip dispute is a test of China's scientific and technological strength and a historical opportunity. We need to work closely together, embrace global cooperation with an open mind, accumulate experience, absorb advantages, and move forward. This competition is not only to win the immediate victory, but also to achieve the rise and long-term development of China's science and technology. Let us work together to meet the challenges and create a better tomorrow.