US media evaluation: This is really an unprecedented frustration!
The embargo agreement has been signed again and again, the blacklist has been pulled again and again, the entity list coverage has hit hundreds of Chinese scientific research institutions, and the Biden team has exhausted all the routines, and it cannot block Huawei's launch of new mobile phones, nor can it block the Kirin chip engraved with "Made in China".
It was such a failure that the Biden team broke down a little. Because they know that after Huawei, it will be a flood of Chinese chips, and the days of Meixin giants lying down to apologize for money are almost over.
If you can't change others, you can only change yourself; US sanctions have not stopped the progress of our chip technology. For this reason, the United States changed its restriction strategy, Qualcomm felt very depressed, foreign media said that it was too late!
Megachip giant anti-water
Biden's extreme suppression policy on Chinese high-tech companies, especially in the field of chips, has not only not compressed China's market share for three years, but has given China's domestic substitution a shot in the arm.
Greater China pays more attention to the use of domestic chips, so the domestic chip industry chain began to accelerate forward, but the US chip giants could not withstand it first and began to collectively lobby the Biden team.
Intel, Qualcomm, Nvidia, the three most powerful chip companies in the United States collectively petitioned the White House, hoping that the US government would not expand chip restrictions again, and the huge subsidies of $52 billion could not recover the loss of the Chinese market.
The United States just found out: the sanctions were wrong
Huawei is like China's technology symbol, if it defeats Huawei, China's technological cornerstone will also be shaken. As a result, Huawei has been the main victim of Meixin's sanctions, and has hit three rounds of sanctions before and after, and Biden even continues to increase the weight.
Huawei's mobile phone chips, server chips, power management chips, and set-top box chips were all locked, and the overseas mobile phone business was lost cleanly, allowing Apple and Samsung to pick up another big bargain and share Huawei's cake.
Therefore, in this world, it is not unusual for anyone to make a 5G mobile phone, but it is too rare for Huawei to make a 5G mobile phone.
Because the chip used in 5G mobile phones is as low as 7nm, 5nm is necessary to be competitive in the market. Huawei is the industry with the toughest sanctions in the United States, strictly prohibiting Huawei from purchasing products containing even a trace of American children's vegetarian, and American technology is all over the chip field.
After four years of US sanctions, Huawei has gathered 20,000 of China's most elite R&D engineers, 14,000 parts have been replaced by domestic products, and the performance has caught up with the world's leading level.
The Biden team, which did not listen to advice, is now listening
The lobbying of the Metchip giant does not seem to have attracted the attention of the United States, because soon after the United States issued a ban on US companies investing in Chinese companies, completely banning investment in advanced and sensitive fields such as Chinese intelligence, semiconductors, and quantum computing.
But now the situation has changed, and the Biden team, which does not listen to advice, is forced to start "listening to advice".
After the release of Huawei's new machine, scientific research institutions and laboratories in various countries around the world disassembled and confirmed that the chip using advanced process was made in China.
As the number one enemy of Meixin sanctions, Huawei's rise is more effective than the bitter words of Meixin's giants, and the Biden team was slapped hard - all in vain!
So recently, US Secretary of Commerce Raimondo and White House adviser Sullivan have expressed their positions that the old United States has changed its blockade strategy against China.
Sullivan said that technical restrictions should continue to be implemented after the Huawei incident, but said the restrictions only focused on security issues, not broad commercial decoupling.
Raimondo, who has just arrived in the United States, also said that he will limit the export of advanced chips to the greatest extent, but does not intend to completely restrict chip exports.
The Biden team changed the caliber: it is in the interests of US companies to export billions of unadvanced chips to China. Obviously, the United States found that the suppression and restrictions were ineffective, and began to dump low-end chips instead, in order to hinder the mainland's development of high-end chip technology.
The old beauty password is wrong, and Qualcomm wants to cry without tears
The Meixin sanctions began to go from one failure to another. Originally, I wanted to catch it all and fully implement the chip blockade, preventing half a chip from flowing into the Chinese mainland, and stirring up the global chip pattern.
But now, the complete blockade no longer dares to mention, and thinking of dumping the Greater China region in the field of low-end chips, but forgetting that China's low-end chip market has been preempted by China's local chip companies early.
In 2022, we will reduce the import of 97 billion chips, and from January to July this year, we will reduce the import of more than 60 billion, behind this big cut is the continuous expansion of China's local chip production capacity. US chip companies are major global chip exporters, and they have a deep understanding.
So Qualcomm is very bored, hoping that the United States will make greater changes, the competition of low-end chips is losing its effect, and the chip giant hopes to reopen high-end chips.
Qualcomm and other Meixin companies have made tens of billions of dollars by supplying and providing 4G chips to Huawei in the past three years, and after Huawei's 5G reappeared, Qualcomm's 4G low-end chips became scrap iron, and the warehouse piled up and began to have indigestion!
After Huawei adopts the new Kirin chip, it is expected that by 2024, Qualcomm will be forced to ship 60 million fewer SoC chips.
Qualcomm's recent financial report has been optimistic, revenue and profit have fallen sharply, and they have to continue to lay off employees, coupled with the "pig teammates" behind them dragging their feet, they have to face a more cruel situation.
In order to maintain market share in Greater China, Qualcomm may open a price war against Huawei next.
China is currently the world's largest semiconductor consumer market, although many countries are forced by the pressure of the United States to stand in line with the sanctions army, but the eyes are undoubtedly full of coveting this fat meat.
Now the Chinese market is like a greenhouse covered by glass, and foreign companies are watching the semiconductor industry inside in a good environment inside the greenhouse, constantly receiving moisture and constantly developing and growing.
We first compete for a certain node, and then two or three of the strongest enough companies to participate in global competition come out of a certain node.