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On May 7, the U.S. government abruptly announced that it had canceled Qualcomm and Intel's licenses to export chips to China's Huawei. The news did not cause much repercussions in China, and the stock market did not see much volatility.
This is in stark contrast to the uproar that the United States caused when it began to impose sanctions on Huawei in 2018.
The public has become accustomed to US sanctions
In 2018, when the U.S. government began a sweeping crackdown on Huawei, citing so-called "national security," the move caught many Chinese people off guard.
For a time, words such as "ZTE" and "Huawei" became the hottest topics in China, and the field of public opinion was occupied by the actions of the United States. The stock market fell in response, and people worried about Huawei's fate was uncertain.
But as the years passed, the situation changed subtly. Under wave after wave of suppression in the United States, the public has gradually become accustomed to it, and it is no wonder.
In 2018, the U.S. move had a shocking effect; But in 2022, this has become the norm. The public knows that if Chinese technology companies do something about it, the United States will intervene.
This time, the United States suddenly canceled the license to export chips to Huawei, which did not make much waves in the domestic public opinion field. News is secondary to the homepage of the site, and there are very few comments.
In the stock market, with the exception of a few US-related technology stocks, there has been no systemic volatility in the market.
Years of U.S. repression have dulled the vigilance of the people. It has become a "norm" for Chinese companies to be sanctioned by the United States. It is no surprise that the US move has caused less shock to the public than before.
Huawei's chip technology has been autonomous
At the beginning of 2018, Huawei was still highly dependent on imported chips, especially high-end chips. Once the United States cuts off supply, Huawei's business will face a heavy blow and even face paralysis. It is precisely because of this that the US move has been able to resonate with great repercussions.
However, over the years, under the continuous pressure of the United States, Huawei has been forced to independently develop chip technology and make great progress. From the initial low-end chips to the later 5G and artificial intelligence chips, Huawei has basically mastered the core technology and achieved independent control.
This time, the United States canceled the export license, focusing on TSMC chips used in laptops. The technical threshold of this type of chip is not high, it is a popular chip, and Huawei has the ability to develop and produce it on its own. Therefore, the impact of this US move on Huawei is limited.
More importantly, Huawei's core business is in the field of mobile phones. Mobile phone chips have been independently developed many years ago, and the US sanctions will not deal a fatal blow to Huawei's core business.
Huawei is no longer as highly dependent on U.S. chips as it once was, so the impact of this incident will be limited.
The focus of the sanctions is not on Huawei mobile phone chips
The focus of the US sanctions this time is to ban the export of chips for laptops to Huawei. In the previous few U.S. sanctions against Huawei, the goal was to directly target its mobile phone business, such as cutting off the overwhelming Android system support.
It should be noted that Huawei's market share in the laptop market is still very low. According to statistics, in 2021, China will ship about 55 million laptops, and Huawei will ship about 3 million units, with a market share of about 5%. Compared with competitors such as Apple and Dell, Huawei is not outstanding in this track.
Therefore, this time the US sanctions focus on the laptop business, and the impact on Huawei is limited. After all, Huawei's foundation lies in communication devices and smartphones, not laptops. This is in sharp contrast to the previous direct blows to Huawei's mobile phone business.
On the whole, the United States will focus on Huawei's non-core business this time, so the impact is small. To really deal a fatal blow to Huawei, it needs to directly cut off its mobile phone chip supply chain. However, in this area, Huawei has long been independent and controllable.