Text|Far Mountain
Editor|Multifish
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During this time, the situation of US science and technology sanctions against the mainland seems to have reversed accordingly.
As the sanctioned party, the mainland has not experienced stagnation or retrogression in science and technology due to sanctions, but has continued to accelerate its development on the original basis and maintained a steady growth trend.
The United States, as a sanctioning party, has seen a sharp decline in the revenue of science and technology companies and a large number of scientific researchers forced to leave. Even global chip giant Nvidia has warned that if it continues like this, it is likely to permanently lose the opportunity to lead in China in the future.
First, China's chip industry is rising
According to the statistics given by relevant national agencies, the total amount of chips we imported overseas last year was about 410 billion US dollars. This data accounts for 75% of the total global chip imports.
From this, it is not difficult to see that China is still the world's largest chip market.
In addition, there is another set of data that can reflect the development of domestic chips in the mainland. After entering 2023, the number and amount of chips we import are declining, and the number of chips has decreased by 51.6 billion year-on-year. As a result, our total imports also decreased by $33.3 billion.
Facts have proved that our dependence on the US chip industry is constantly decreasing. This is mainly due to the development of our local chip industry, and we have now been able to achieve a large degree of self-sufficiency.
After some chip demand is met, the demand for overseas markets will naturally be greatly reduced.
Although the United States has a number of chip giants, the revenue of these chip giants mainly comes from overseas markets. Considering the particularity of the chip industry, most countries in the world do not have too high and too high demand for chips.
Only relying on the local market of the United States, it is difficult to meet the revenue needs of these chip giants.
Before the United States launched technology sanctions against the mainland, these chip giants have maintained good revenue through cooperation with our mainland market.
With money, you can continue scientific research, so as to achieve breakthroughs and growth, further stabilize the position of your chip giant, and achieve a virtuous circle of development.
Second, NVIDIA issued a warning
In fact, judging from the market performance of NVIDIA in the first half of this year, the development of this American chip giant does not seem to be greatly affected by the Sino-US technology war.
Taking the company's development in the second quarter of this year as an example, revenue increased by 101% year-on-year, and net profit revenue increased by 8.43 times year-on-year.
Overall, the development of NVIDIA has not been affected by the general environment and declined, at least compared with another chip and Qualcomm Group, NVIDIA's situation is still relatively optimistic.
In terms of stock prices, NVIDIA has successfully entered the trillion-dollar market cap company club. But even if the development of this period is optimistic, it does not dampen their worries about the future.
Many of Nvidia's top executives have said that if the United States continues to increase technology sanctions against China, it is likely to completely lose the Chinese market in the future.
As one of the chip giants in the United States, Nvidia may also lose the opportunity to lead in the Chinese mainland market.
Although the most important thing for enterprises is commercial interests, as a US enterprise, it is impossible to truly ignore national policies and regulations.
The United States has banned NVIDIA from continuing to export A100 and H100 GPUs to China, and it is impossible for NVIDIA not to obey the country's instructions.
Now, in order to further increase the intensity of scientific and technological sanctions against China, the United States has once again submitted a restriction order to NVIDIA, requiring them to restrict or stop exporting artificial intelligence chips to China. As for such a request from the US side, he is naturally very dissatisfied.
A large part of the reason why it was able to achieve 101% revenue growth in the first half of this year is due to their related chips in the field of artificial intelligence, which is also a very important revenue growth point for NVIDIA in the future.
China's mainland artificial intelligence is constantly developing, if NVIDIA cannot take the lead in seizing the market, then it is likely to lose its leading advantage in the Chinese mainland market because of this ridiculous sanctions.
Now the Chinese market is still a fragrant cake, and chip giants led by NVIDIA want to occupy a larger share.
Take advantage of the fact that there is still a gap in the market, because he can take advantage of the void and quickly achieve preemption. But if China has its own local artificial intelligence chip next, it will not be because of him!
In fact, as early as three years ago, Bill Gates, a well-known wealthy businessman in the United States, had predicted the US scientific and technological sanctions and blockade, believing that such an approach by the United States was only futile, and might even play a certain counterproductive role.
As it turns out, Bill Gates' concerns are not superfluous. Under the US science and technology sanctions, our technology industry has been able to accelerate its development, and now it has achieved domestic replacement in many fields.
What do you have to say about this? Welcome to leave your opinion in the comment area!