TSMC
TSMC has become the king in the chip foundry field
As the world's largest chip manufacturing company, TSMC has indeed achieved brilliant results. According to statistics, among global chip foundry manufacturers in the first quarter of 2022, TSMC Electronics is far ahead with a market share of 53.6%. Samsung Semiconductor, which ranks second, has a market share of only 16.3%. The gap with TSMC is growing. SMIC, Huahong International and Jinghe Integration from the mainland are respectively Ranking fifth, sixth and ninth with market shares of 5.6%, 3.2% and 1.4%.
Global chip manufacturing company rankings
The temporary success may have caused TSMC and its chairman Liu Deyin to misjudge the situation. Not only did they publicly state that TSMC would not be controlled (Nobody Can Control TSMC by Force), any actions against TSMC would lead to Being unable to operate and turning into ruins will also lead to a global chip shortage. At the same time, it was also stated that the mainland market accounted for only 10%, while the North American business accounted for 65%, implying which side is the truly important market.
TSMC Chairman Liu Deyin
Not long ago, TSMC followed the United States and chose to cut off supply to Huawei , causing Huawei to lose most of its market share because of the availability of no cores, and its decision to build a factory in Arizona regardless of the high cost. , this can also be seen to a certain extent as a showdown between TSMC and Andy Lau.
Apple requires labeling "Chinese Taiwan"
Apple's decision puts Andy Lau in an embarrassing situation
Not long after Andy Lau spoke, Apple quickly made a decision, which also made TSMC and Andy Lau the most embarrassing people. Then Apple warns all suppliers in Taiwan Province that when labeling the place of origin, they can only label "Made in Chinese Taiwan" or "Made in China", which means they must emphasize their "Taiwan, China" identity. If they omit it, they will be fined or fined. Penalties for disqualification of suppliers.
Apple CEO Tim Cook
Why did Apple and Tim Cook make this choice? As the world's most successful and most valuable consumer electronics company, there is no doubt about Apple's strength. But behind the success, there are also many hidden dangers. As can be seen in the financial report for the third quarter of fiscal year 2022 (March 27-June 25, 2022), the iPhone occupies 49.5% of Apple’s marketing share, which can be said to be a dominant one; at the same time, iPad, Mac And the smart wearable business is all in a state of declining business.
Apple’s revenue ratio by business
Apple’s problem is not only that the iPhone accounts for the majority of sales, but also when looking at Apple’s overall business, we can see that the iPhone is actually Apple’s core business, and all other businesses revolve around the iPhone. Extended business, whether it is iPad, Mac or Apple Watch, these products are not known for their performance or price. Their biggest selling point is the interactive function with the iPhone. In other words, consumers who buy these products do so because of the iPhone.
The iPhone-centered ecosystem has indeed enabled Apple to achieve great success, making it the first company in the world with a market value exceeding US$3 trillion. However, unlike Huawei and Samsung , which have other pillar businesses, Apple also faces huge uncertain risks. Once iPhone sales are poor or the same problems as Samsung Note7 occur, it will lead to Apple building an iPhone-based The core ecosystem collapses.
Samsung lost the high-end market after Note7
The Chinese market is a market that Apple cannot give up. According to statistics, China’s smartphone market shipments in 2021 will be 329 million units, with total sales of 1.03 trillion yuan (equivalent to 151.7 billion yuan) USD), in contrast, the U.S. smartphone market shipped only 147 million units, with total sales of US$74.7 billion, both of which were almost half of the domestic market.
China has become the world's largest consumer electronics market. This is a market that any company has to go all out, and Apple, which only has a consumer electronics business, cannot afford to lose this market.So after Liu Deyin spoke, Apple quickly expressed its attitude.
Domestic chips are also on the rise
Strength is the only reason
Don't underestimate Apple's decision. You must know that as the most successful electronic product, most countries in the world have its consumers. The vast majority of Apple's manufacturing is completed in China, which means that all components used to manufacture iPhones from Taiwan must be clearly marked "Made in China", and these products will also be sold around the world. In fact, this is subtly influencing the concept of Taiwan, China to the whole world. Apple is just the beginning. When more and more companies follow this decision, we will gradually have the advantage in public opinion.
China will become the world's largest economy around 2030
Why did Apple make this decision despite TSMC's statement? The most fundamental reason is that we have become stronger. Today, our total GDP has reached 17.73 trillion US dollars, second only to the United States' 23 trillion US dollars. Judging from the analysis and statistics of domestic and foreign experts, China will surpass the United States to become the world's largest economy around 2030. This is also the first time that a country will shake its position since the United States became the world's largest economy in 1894.
Whether it is TSMC, Liu Deyin or EUV lithography machine , Huawei is restricted, etc., the fundamental purpose of these actions is to prevent our development. But time is actually on our side. As long as we can stabilize the pace of development, victory will eventually belong to us.
