high-end smartphones has made TSMC a hot chip worker, but as TSMC's largest customer, Apple did not take TSMC seriously. The mall is like a battlefield. After instigating TSMC to cut off the supply of Huawei , its value was gone. Apple did not hesitate to peel off TSMC's last "fig leaf" and did not even give a little reaction time. It can be said that TSMC has lost its inner world, but also face.

1. TSMC's end of the road has shown that
Due to the development of Huawei mobile business, TSMC's wallet has bulged up at a speed visible to the naked eye. Although Huawei is not TSMC's biggest customer and this position has always been Apple's throne, Huawei's sales volume guaranteed was enough to make TSMC dare not offend this big customer.
But TSMC just "trusts" Apple so much and insists on participating in the process of restricting Huawei's development. I thought I could get huge benefits from it, but the current situation is that TSMC complains. Not only did it lose one of its big customers, Apple also abandoned itself when TSMC was preparing to raise prices appropriately.

If you want to talk about the ability to deceive, the US must be the number one in the world. For example, when the US framed Huawei, it first coerced HSBC Bank to provide Huawei's privacy information, and create relevant fake evidence to jointly impose restrictions on Huawei. But the result was that HSBC did not get any benefits, but instead drew itself in, and its credibility was extremely declined. Today's TSMC and HSBC Bank at that time ended with the same outcome.
2. Apple takes your life while you are sick
Because Apple does not have very high technical requirements for chips, and TSMC itself has a huge flaw, which is that it needs to invest huge amounts of funds in R&D costs every year, which leads to the lack of Apple, a big customer, TSMC will fall into a dilemma of not being able to make ends meet.

It is precisely because Apple seized this pulse of TSMC that TSMC's price increase plan failed. And because of Apple's leading behavior, several other major customers of TSMC jointly protested TSMC's price increase. There are even order-cutting behaviors, which has led to TSMC having to lower himself and be restricted by others.
If TSMC could have less fantasies and had realized the sinisterness of foreign capital earlier, it would not have lost its voice and fell to such a point. Today's TSMC must have missed the days of cooperation with Huawei, but unfortunately this time is gone forever.

In fact, Apple itself is not without trouble. First of all, there are already many countries around the world that have monopolized Apple restrictions. Because Apple has been "disputing" with various countries for many years due to the use of non-unified chargers and making a lot of profits from it, many countries' own local producers are very annoyed.
Moreover, because of Apple's domineering behavior, many countries have seen that US companies do not have the concept of fair and just cooperation. Once there is any disturbance, the partner will be abandoned immediately and snatched huge benefits. Although it is true to be a business dealer, Apple still chooses to stumble on it when others are in the most difficult times, especially in front of "hard fans", which is really sad.

3. Domestic chips usher in opportunity
Although Apple mobile phones were once the leader in the market, they also lost a large market share, and a large part of them have been snatched away by Huawei. In the high-end market, Apple's emphasis on the mainland market and Huawei's rise in the high-end market have intensified the competition between these two giants. The reason why Huawei can rise rapidly is inseparable from the independent research and development of chips.


Running memory chip market is a highly monopoly market, with the top three giants occupying the world market. In recent years, the monopoly of market has become increasingly high. The monopoly of the market will also increase chip production, greatly reducing chip cost.In this process, chip companies may face many technical difficulties and business risks. In fact, at the supply level of smartphone chips, this will be an important test for competitors and chip requirements.
On the other hand, due to the ban in Europe and the United States, it is more difficult to import products, and many Chinese companies are gradually purchasing domestic chip production equipment, which has led to the overall improvement of China's chip industry. After the United States launched a technology war, manufacturers such as Huawei had to look for Chinese distributors, which is a very great opportunity for Chinese manufacturers.

But objectively speaking, foreign manufacturers can no longer keep up with the development speed of the Chinese market in terms of products, software, smart module , etc. After all, when it is difficult for foreign people to even fully cover 4G, China has integrated mobile phones into any corner of people's lives. From food, drink, accommodation, transportation, work and entertainment, no function cannot be realized by mobile phones.
Compared to ordering takeaway abroad, you also need to remember the hotel phone number yourself and let their delivery staff ride over here by bike. These two huge life gaps have directly led to the high-quality demand of Chinese mobile phone merchants for chips.

html Over the past year, China's rapid development is inseparable from the progress of science and technology, and countries are becoming increasingly afraid of China's strength. Under such a world pattern, it is an inevitable trend to form a technological monopoly in a certain field. Take Huawei as an example. The reason why they invest in the development of chips and operating systems is because they are afraid that others will cut off their backs.And China has indeed made effective breakthroughs in this field. In the era when lithography machine dominates the chip market, Chinese Academy of Sciences took a different approach and used quantum superimposed technology to directly develop and produce quantum chip . This move shocked many countries. If mass production is successful, not only will the competitiveness of foreign mobile phone manufacturers decline sharply, but the global chip foundry business share may also be lost.

Conclusion
The development of the market should be carried out according to its specific rules. Too much human intervention will only make things worse. There is an old saying that if you do evil in heaven, you can forgive yourself and you will not survive. The initiators of technological monopoly wars may one day be buried under this battlefield without gunpowder.
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