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Holland panicked! Huawei mate60 sales may exceed 6 million! Pure localization directly hits the pain points of Europe and the United States, and the three-year oppression is about to usher in a reversal. The Netherlands emergency stop loss, lithography machine export policy, or will usher in adjustment. The domestic production rate is rising, the European and American giants are sleepless, and the blockade of the old United States is counterproductive. What battles will follow? Like the collection, let's see how shocking Huawei's move is.
Mate60 sales, or more than 6 million units! Has everyone been "far ahead" recently? First of all, congratulations to those Huawei old users who have been waiting for Kirin chips for three years, you can finally change your mobile phone. It has been several days since Huawei Mate 60 went on sale, but this shock, perhaps in the hearts of many Chinese people, has not yet subsided. As we all know, Huawei did not even open the mobile phone conference this time, and it was directly sold by lightning, which coincided with Raimondo's visit to China on that day, and we understand the meaning naturally. Just when Huawei's new machine swept the market, ASML in the Netherlands could not sit still.
As we all know, the United States and the Netherlands claimed to stop selling lithography machines to the mainland. The ban was officially implemented on September 1st. However, after witnessing Huawei's current popularity, ASML seems to have some meaning of battlefield disobedience. According to its latest response, although the ban has been enacted, the company is in the process of filing a license for the export of lithography machine systems to the Dutch authorities. And in the second half of this year, some high-end immersion lithography machines can still achieve normal export delivery.
ASML's move is tantamount to hitting Lao Mei's face openly. Moreover, this also shows from the side that Huawei's nationally produced mobile phones are rewriting the situation of semiconductors in the world. In other words, the initiative is gradually shifting to the mainland. As we all know, Huawei's mate60 not only realizes 5G communication, but also carries the Kirin chip - Kirin 9000s, which has been silent for three years, which belongs to the high-end process chip of 5nm. What does this mean?
Previously, due to the blockade of the old United States, Huawei lost TSMC's foundry, resulting in its flagship models of previous generations using Qualcomm Snapdragon chips. But now the return of Kirin chips is to tell the world that the old US blockade and sanctions scheme has been completely broken, and Huawei has rushed out of the encirclement.
Why is ASML panicking? At the risk of being disrespectful to the United States, it is also necessary to continue to export lithography machines to China, because it understands that if it is not sold again, it may not really be able to sell. In the past three years, if the blockade sanctions of the old United States have the greatest impact, not only the mainland, but also its local semiconductor giants are also uncomfortable. After all, our market demand is here, as an important chip purchasing country in the world, those European and American semiconductor giants, a large part of their daily profits have to rely on the large customer of the mainland. But Lao Mei's blockade order left them without business. And on the other hand? It is to greatly accelerate the mainland's independent research and development, and domestic substitution of the footsteps. Lao Mei originally thought that as long as she closed the door and trapped us inside, she could achieve the goal of making the mainland submit and bow its head.
But what about the facts? The domestic substitution rate of Chinese chips is rising, and the overcapacity of foreign semiconductor chips is almost to the point that they cannot be sold. Take the lithography machine that manufactures chips, previously, TSMC announced the closure of some EUV lithography machines due to market supply and demand, and following TSMC, Samsung also followed suit and also closed some lithography machines. What do you mean? If you make too much, you can't sell it.
You know, at present, the mainland can basically be self-sufficient in the field of mature process chips, and the only deficiency is in high-end chips. However, the Kirin 9000S chip launched by Huawei this time adopts 5nm process technology, which means that the market share of these Western companies in the field of high-end chips in the future is also gradually being eroded. The dilemma that chips cannot be sold will intensify. Do you say they can not panic? These giants know how much the loss of the Chinese market will affect their profits. But the U.S. authorities never seem to care. The whole world seems to understand that what can really restrict China is not regulation, but precisely unregulation, American production, Chinese purchase, which is the most ideal state for American giants.
At the same time, it will also make the mainland lose the passion for independent research and development, isn't this the result of Lao Mei's desire? But now, it has completely lost the initiative. As the New York Times has said, the U.S. authorities are no longer about winning, but about losing. You know, in addition to technology, in the semiconductor field, whether it is the market or the dominance of the raw material gallium germanium, it is basically controlled by the mainland. In the future, the chip field is also about to usher in a new generation and enter the era of gallium nitride chips. Just by listening to the name, you can know that gallium nitride chips, the demand for the raw material gallium germanium, is also very large. Without the support of raw materials, in the competition, it will naturally be at a disadvantage.
In addition, the mainland has done a great job of keeping the R&D process and technical degree secret. Previously, the outside world's understanding of mainland technology has been stuck in the stage of mature technology. But this time, Huawei's move of 5nm chip can be said to have completely surprised the whole world. Whether this is the upper limit or not is still unknown. But what is certain is that Huawei's move is definitely unexpected by Lao Mei. Therefore, there is also a big discussion on the network about who is manufacturing chips for Huawei. Of course, the outcome remains a mystery.
Although Huawei's breakthrough is a huge encouragement to China's semiconductor industry, we still have to be vigilant in the face of the technological gap. Because according to the consistent practice of the West, whenever the mainland really achieves a catch-up at the technical level, they will start a price war, and limit the further research and development process of domestic brands by increasing production, compressing prices, and dumping goods. Brand and price are likely to kill the new domestic power that has just emerged in the cradle.
Of course, the mainland has experienced too much intrigue and obstacles. Domestic substitution, no longer subject to others, is the common aspiration of every Chinese person. The explosion of Huawei mate60 is the most powerful proof. China's science and technology will not be easily defeated, let alone Chinese people. Again, careerists trying to swim against the tide are reminded to make changes sooner rather than later. Do you think that the future of semiconductors will be reversed? Welcome to leave a message in the comment area to discuss.