#看见人间百态#
According to foreign news reports, the chip war between China and foreign countries has entered 2.0, and domestic telecom operators will replace foreign chips with domestic chips by 2027. Due to the improvement of the quality and performance of domestic chips, which can meet the needs of communication operations, security considerations should be considered, and comprehensive replacement has become inevitable. The rise of domestic chips is conducive to many manufacturers in the industrial chain, including chip manufacturing, design and testing. Bringing trillions of output value, general-purpose chips will get rid of the constraints of the West.
China's domestic telecom operators will replace domestic chips with foreign chips by 2027, which could have the following impact on foreign chipmakers such as Intel and AMD:
1. Reduced market share: The loss of China's telecom operators, an important customer, has led to a decline in product sales and a certain degree of market share.
2. Declining revenue and profits: Reduced sales volumes may directly impact the company's revenue and profits.
3. Increased competitive pressure: The development of domestic chips may intensify market competition, and Intel and AMD need to improve their product competitiveness.
4. Technological innovation demand: urge them to increase investment in technology research and development, improve the technical level, in order to maintain a competitive position in the market.
5. Changes in the global chip market pattern: It may trigger an adjustment in the global chip market pattern.
However, there are a few things to keep in mind:
1. This is an opportunity for the domestic chip industry to promote its development and growth.
2. Promote technological progress and innovation in the global chip industry.
3. It may prompt countries to strengthen the independent development of the chip industry and reduce dependence on other countries.
