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The Dutch sanctions began on September 1, and the domestic media exposed that Huawei mobile phones have returned. This also means that the restrictions on the semiconductor industry launched by the United States and the Netherlands on the mainland have become useless.
And this change also comes from the long-term efforts of Huawei. But if you look at the overall industry, in fact, Huawei alone is not enough. In the follow-up competition of the industry, enterprises similar to Huawei need more and more.
Only when quantity and quality increase at the same time can it be of essential help to the domestic industry. However, according to the current situation, Huawei alone has caused panic in the Netherlands and the United States, and the Netherlands has taken the initiative to show favor and request cooperation with the mainland.
It is clear that the Netherlands chose to change its tune for the sake of economic interests. And what about the United States? After panicking, what will be the next step? Is it about starting to change and joining forces with the mainland, or is it another way?
Related stories
China Daily reported on September 6 that domestic consumers are already lining up to snap up Huawei's newly released mobile phones. According to the situation after the disassembly of foreign media, after the completion of the disassembly of Huawei's new mobile phone, people found that Huawei has broken through the restrictions to a certain extent.
According to the disassembly of the new mobile phone, it was found that the Mate 60 Pro mobile phone can support 5G download speed, and at the same time, it was found that the chip in the mobile phone is the Kirin 9000s chip. Semiconductor industry observers said that the design of chips has been basically domesticated.
This also means that not only is the new ban ineffective, but even the industrial restrictions of the previous three years are useless. According to the agency's corporate evaluation, they believe that China has completely broken through industrial restrictions at this stage.
In the absence of access to the most advanced EUV lithography machine, it is still possible to achieve localized 7nm chip production, which reflects the scientific and technological strength of China's chip industry.
But the evaluation of overseas institutions, perhaps we need to look calmly. First of all, the sugar-coated shells given by foreign countries are not few, and when we slack off because of this, then the industry will be affected to a certain extent in the later competition.
Secondly, the volume of enterprises is not large, and the domestic industry itself competition state is also relatively tight, and the market is not an infinite cake, consumers choose an enterprise, will not choose other enterprises, when the enterprise can not integrate, the market competition continues to be fierce.
To put it simply, even if external problems are solved, competition in the domestic market will become an obstacle to mainland industrial competition. And it is extremely difficult to completely change this situation.
International outlook
We turned to the international perspective, after the return of Huawei chips, Raimondo's visit ended, but at this time Biden in the United States wanted to meet with the mainland high-level, and there was news that the United States had unilaterally finalized the time of his visit to China.
This change was unexpected. In addition to the United States, Dutch ASML also began to apply to the Dutch government after receiving relevant news. According to ASML's news, the company has obtained a license to continue to supply lithography machines within this year.
But the overall three-month period can only show that the Netherlands does not take Huawei's situation too seriously. This approach is more like a remedy, but it does not show more sincerity.
However, the mainland did not send a positive signal in this regard. According to a report by the Russian Satellite News Agency, US President Biden said that after giving a friendly signal to China, the Chinese side did not respond directly, which disappointed them.
However, in the news of the Ministry of Defense, in fact, the top Chinese and American military officials have already met in Fiji, which also broke the rumor that Biden of the United States called the interruption of Sino-US exchanges.
According to Raimondo's reaction after returning to China, in the interview, Raimondo made it clear that he would limit the export of chips to China to the greatest extent, but the main purpose of this restriction was to affect the mainland's military development. But there is no intention to restrict exports entirely.
Combined with the restrictions on the Dutch side, the United States and the Netherlands reached a consensus on determining the value of the Chinese market. But for the mainland, it is always necessary to be wary of the actions of the two countries.
After all, in the topic of restricting the development of the mainland, their interest is great. However, with the development of the mainland industry, this interest will gradually decline. After all, after the Chinese market is more given to the domestic market, the share of overseas companies must be less and less.
epilogue
However, the effect of restrictions will not be interrupted in a short period of time, and in the follow-up, in addition to increasing industrial investment and guiding the market to make concessions to domestic enterprises, it is more important to cultivate more ecological businesses.
So as to change the identity of the continent as a manufacturer in the supply chain system and rewrite the world supply chain system. Even now, this idea is difficult to achieve, but the future may not be far off.
At least after the restrictions, Huawei's response has made the world realize that the mainland's development, restrictions or sanctions, to some extent, have lost their full effect.
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