The rapid development of China's semiconductor industry and the frequent visits of foreign CEOs to the Chinese market have attracted widespread attention.
The heads of well-known foreign companies such as Apple, ASML, and Qualcomm have expressed favorable feelings for China, a phenomenon that is seen as a clear sign of an abrupt reversal in the competitive dynamics between China and the United States.
1. Why are CEOs of foreign companies visiting China en masse?
The group visit of foreign CEOs to China is not only a diplomatic etiquette, but also a manifestation of great importance and concern for the Chinese market.
Behind this collective action, it reflects the rapid rise of China's semiconductor industry chain and the survival pressure faced by foreign companies.
The rapid development of China's semiconductor industry chain has surpassed the blockade of the United States and formed a relatively complete industrial chain.
This means that foreign companies are not only at risk of losing the Chinese market, but also may face their own survival problems.
The Chinese market is becoming increasingly important for global companies, and the rapid growth of China's semiconductor industry chain has become a headache for foreign companies.
In this case, the CEOs of Apple, ASML and other companies have publicly expressed their favorability towards China, which is undoubtedly to send a friendly signal to the Chinese government, hoping to achieve better development in the Chinese market.
These companies realize that the Chinese market is not only a huge business opportunity, but also the key to their future growth.
By making overtures, these companies are trying to maintain good relations with the Chinese government in order to remain invincible in a highly competitive market.
2. How important is the Chinese market to ASML?
As one of the giants in the semiconductor industry, ASML has a particularly important position in the Chinese market.
China has reportedly become a major market for ASML, accounting for 39% of its total shipments.
This data clearly shows the importance of the Chinese market for ASML, which also has a significant share of the Chinese market.
However, with the rise of China's self-developed chip technology, especially the advent of Huawei's Kirin 9000S chip, it poses a certain threat to ASML.
Huawei's independent R&D has reduced its dependence on external suppliers to a certain extent, including the need for ASML.
This situation could weaken ASML's position in the Chinese market and negatively impact its market share.
In addition, Japanese rival Nikon is also supplying lithography equipment to China, showing great interest in the Chinese market.
Nikon's involvement has further intensified ASML's competitive pressure in the Chinese market, making ASML face more fierce market competition.
This series of signs shows that the Chinese market is very important for ASML, but there are also certain uncertainties and challenges.
Although ASML occupies a certain share of the Chinese market, its position may be shaken to a certain extent with the improvement of China's independent R&D capabilities and the influx of competitors.
3. How is Apple doing in the Chinese market?
In recent years, Apple's sales in China have been sliding down a slide, especially when it is forced to tremble by domestic mobile phones.
Domestic mobile phones have surpassed Apple in terms of user experience and cost performance, which has greatly challenged Apple's territory in the Chinese market. The current situation is as if Apple's territory in China has been 'moved'!
In order to regain its market position, Apple had to take a series of measures like crazy, such as smashing prices, engaging in promotions, and even launching some "China-special" products, hoping to reverse the situation in the Chinese market and no longer be "crushed" by domestic mobile phones.
4. What has China done to make American companies so panicked?
China's continued adoption of free trade policies has not only attracted foreign companies, but also dealt a heavy blow to the soft underbelly of the United States.
China has been actively pursuing a free trade policy, which is very attractive to foreign companies.
First of all, the Chinese market is huge and has unlimited potential.
Foreign companies are eyeing this huge consumer market, and when they enter China, they can seize this opportunity and obtain more profits.
In addition, China has established a complete industrial chain and supply chain system, which provides a stable and reliable production base for foreign companies, which can reduce production costs and enhance competitiveness.
Not only that, the Chinese government has also actively promoted technical cooperation and innovative development, and provided a good cooperation environment and policy support for foreign enterprises.
Foreign companies in China can cooperate with local enterprises to make full use of China's abundant talent resources and innovation environment to accelerate product development and marketing.
Seeing the rise of global trade protectionism, China is like a responsible major country and has flaunted the "big banner" of free trade!
As a result, foreign companies have been "attracted like kittens seeing fish" by China's free trade policy, and they have all gone to the Chinese market to get together!
epilogue
The rapid rise of China's semiconductor industry and the frequent visits of foreign CEOs to the Chinese market have undoubtedly brought new variables to the technology competition landscape between China and the United States.
In the future, the technology competition between China and the United States may be completely reversed, and China is expected to play a more important role in the global technology landscape.