Recently, OFILM announced that it has been officially removed from the US entity list. It said that it was very happy about . Some netizens said that it is because you are far worse than Huawei . Sleepy Joe thinks you are not worthy enough to be in the entity list, so he will release you from it. However, some netizens hold the completely opposite view. They believe that OFILM’s products are useful to the United States, so they need to lift the ban on OFILM, and want to buy OFILM’s products. In any case, OFILM is the first Chinese company to be lifted from the entity list, which shows that entering the entity list is not equivalent to a death sentence, and there is still a chance for to come out.
Who will be the next Chinese company to be lifted from the Entity List?
There are 5 areas that Sleepy Joe is most afraid of. He has made it clear that technology and in these areas must be in a monopoly position, no matter what means are used. These fields are quantum technology, artificial intelligence , semiconductors, aerospace and biotechnology. It was precisely because Huawei developed the Kirin chip and became the global leader in 5G chips that it was targeted by Sleepy Joe and included in the entity list. After many appeals to no avail, Huawei also gave up its resistance. It was only targeted because it was too good, and only better can get out of trouble.
, as the world's best-selling Hikvision for nine consecutive years, also successfully attracted the attention of Sleepy Joe, and then Huawei was included in the entity list. But Hikvision is relatively more assertive, because no technology is stuck, so it has more confidence than Huawei. However, not long ago, Sleepy Joe said that it was considering imposing nuclear bomb-level sanctions on Hikvision, which really shocked Hikvision. , the two sanctions are completely different. Hikvision's stock price fell in response, and the official tone of voice clearly revealed a hint of panic.
In addition to Huawei and Hikvision, the Chinese companies currently included in the US Entity List include , iFlytek, and . There are a total of 5 Chinese companies. OFILM was lifted from the entity list, which also gave these five Chinese companies hope for . But obviously it won’t be that easy. After all, OFILM is not in the same order of magnitude as other companies, so it has the opportunity to be removed from the entity list. Sleepy Joe may think that OFILM’s harm is not that great.
Ou Feiguang, who was kicked out of the fruit chain, survived?
With the advancement of the de-Chinese process of the Apple supply chain, BOE , OFILM, etc. have all been kicked out of the fruit chain. What is sad is that when Apple kicked out BOE for privately changing the screen parameters, there were still people who did not know the truth and criticized BOE for being dishonest. Little did they know that this was actually a deliberate attempt by foreign media to set the pace. Apple wants to kick people out without notifying them in advance, and secondly, it always makes excuses and leaves without taking responsibility, which vividly demonstrates the ugly face of American companies that do not follow the spirit of contract.
Among them, OFILM suffered the most damage, with its revenue shrinking by 90%. At this time, CCTV began to remind Chinese companies to avoid being overly dependent on Apple . Fortunately, OFILM did not go bankrupt in the end and survived. After OFILM was kicked out of the fruit chain, sold all its lens business to , a leading domestic semiconductor company, Wingtech , and began to develop other businesses. It is said that OFILM is also laying out in the Metaverse recently.
Some analysts said that it may be because OFILM packaged and sold the equipment of its Delta Imaging Technology Company and Jingrun Optical Company that it had the opportunity to be removed from the entity list by the United States. OFILM's so-called threat has dropped significantly compared with before. The US move has sent a signal that as long as Chinese companies do not touch some sensitive businesses, they will not be "taken care of".
However, as soon as the news of OFILM being removed from the Entity List was announced, the stock surged. It is no wonder that the person in charge was so happy. At present, OFILM's main business has nothing to do with mobile phones. It is mainly deployed in the field of smart cars. The three major production lines of body electronics, smart central control and smart driving are moving hand in hand. In particular, car camera products have achieved mass production.
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. No matter what the reason is, it is not a bad thing for OFILM to be lifted, and this is not a simple signal, it is a good start for Chinese companies. OFILM's experience has served as a warning to some domestic companies not to rely too much on American companies, because they may make up a reason at any time and leave you there. Recently, and Microsoft have done something even more egregious. They directly banned Russia without giving any warning in advance. Russia's computers cannot download and use Windows 10 and 11, and directly become bricks, which makes Russia very passive. Chinese companies must be prepared for danger in times of peace and not put their eggs in the basket of U.S. companies.
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