In the global chip field, American companies have obvious advantages. Taking the mobile Soc chip as an example, Qualcomm is the king of this field, and almost all domestic mobile phone manufacturers are using Qualcomm chips. But the balance and tranquility of the chip market were broken by the US's break of Huawei .
After the US revised the chip ban, Huawei was unable to obtain the 5G chip through outsourcing, and the self-developed Kirin chip cannot be manufactured, which completely puts Huawei in a desperate situation where there is no chip available. However, coins have two sides. Huawei cannot purchase chips from outside. Upstream chip suppliers and chip foundry companies will be affected, and US chip companies are the first to be affected.
Take Qualcomm as an example. After being unable to supply Chinese companies freely, Qualcomm admitted that the annual loss is as high as US$8 billion. However, this is just the beginning. The three major evidences have completely pulled off the "fig leaf" of Meixin. As foreign media said, Chinese companies are sending bad signals that they want to say goodbye to Meixin.
Evidence 1: Qualcomm is no longer the only choice, domestic chips are "stand up"
Friends who are familiar with the digital circle should notice that domestic high-end flagship phones are no longer Qualcomm chips first, and MediaTek chips have been recognized by mobile phone manufacturers and market consumers. Moreover, according to market share data, MediaTek has surpassed Qualcomm for several consecutive quarters and has firmly ranked first in the world. Qualcomm is losing its "overlord" position. Qualcomm chips are no longer the only choice, and domestic chips are "stand up".
Evidence 2: Domestic mobile phone manufacturers "grouped" to keep warm
After the chip rules were modified, domestic mobile phone manufacturers played an important role. On the one hand, domestic mobile phone manufacturers have increased their support for domestic chip companies. For example, MediaTek, more and more domestic flagship phones have begun to be equipped with Dimensity chip . On the other hand, domestic mobile phone manufacturers have also increased their technological research and development, started to deploy the chip industry, and joined the team of self-developed chips.
In addition to Huawei, other competitors are also very good, and have achieved remarkable results in self-developed chips. Xiaomi ’s self-developed Pengpai series chips have currently 4 models. ov also launched its own Mariana X chip.
Evidence 3: US chip companies encounter "cold"
After modifying chip rules in the United States and disrupting the development of the global chip market, US companies also suffered heavy losses. Many American chip companies have encountered "cold" and have bluntly said that they are "inseparable from the Chinese market." Qualcomm loses billions of dollars every year, and Intel has also cut off $13 billion in spending plans to reduce expenses, and the market value of companies such as Nvidia, AMD has also declined significantly.
It is obvious that the US's plan to stop Chinese technology has failed, and the purpose of supporting local chip companies has not been achieved. In the end, "shot yourself in the foot", which is quite ridiculous.
Under the spur of the United States, Chinese technology companies have accelerated their self-development and diversified development. Because we don’t have much chip in our hands, there is nothing to lose. The development of Meixin companies that are timid in their hands and feet has been hindered, and the "de-beautification" of Chinese companies has put a lot of pressure on them. Once Chinese companies achieve chip self-sufficiency, Meixin will have no chance.
The concept of "it is better to buy than to make" has been eliminated, and Chinese companies have also awakened. Facts have proved that if American companies still imagine using technology hegemony decades ago to prevent the development of Chinese technology companies, they will only be in vain! What do you think about this? Welcome to comment and leave a message!
