After the core of Huawei was cut off in , chip giants such as Samsung and TSMC have become the "favorite" of the United States. In order to fully support local semiconductor manufacturing companies, the United States has enacted a chip bill and provided tens of billions of dollars in subsidies to attract companies such as Samsung and TSMC to develop in the United States. However, is a good or bad thing for companies that are praised by the United States?
Let’s talk about TSMC first. As the leader in the field of chip manufacturing, the United States has always hoped to take TSMC for its own use. TSMC has been invited to build factories in the United States many times, with three main purposes: one is to obtain important data, one is to facilitate local American companies to poach people, and the other is to "learn" core technologies. Isn't this the "Hongmen Banquet"?
After entering 2022, the global chip industry has entered a cold winter period. US companies not only did not give TSMC enough orders, but even cut orders. Apple , Nvidia and other US companies also rejected TSMC's price increase requirements in 2023. Isn't this a realistic version of "turning against each other faster than turning a book"? TSMC is forced to shut down some EUV lithography machines and encourage employees to take more vacations to save money, hoping to get through this "cold winter" as soon as possible.
Let’s talk about Samsung Electronics . The company’s net profit in Q3 2022 was approximately 46.34 billion yuan, a year-on-year decline of 24%. According to the estimated value statistics from Korean financial information companies, Samsung Electronics' net profit in the fourth quarter of 2022 is estimated to be 44.88 billion yuan, a year-on-year decline of 36.8%, with no sign of stopping the decline. The semiconductor department has the greatest impact on Samsung Electronics' profit .
In addition to the serious decline in semiconductor business, Samsung mobile business also experienced a sharp decline. As we all know, Samsung is the brand with the largest shipments in the global smartphone market, but the author boldly predicts that it is only a matter of time before Apple overtakes. After the release of the iPhone 14 series, Apple was also questioned that it could not sell, but the most awesome thing about Apple is that it has been complaining continuously, but it does not affect sales at all.
According to the data on the domestic Double 11 spot single product sales list, among the top five models, the top 4 are Apple phones, namely iPhone14, iPhone14 Pro Max, iPhone13 and iPhone14 Pro, which is the best. And Apple has also returned to the top position in the domestic high-end flagship market. In contrast, although Samsung has taken the "return" to the fore, Samsung's mobile phone has a very low presence in the domestic smartphone market, so the decline in mobile phone business has also brought considerable pressure to Samsung Electronics' revenue.
combined with the experiences of TSMC, Samsung and Huawei, it can be clear that you should not have any illusions about US companies. Only by insisting on self-development can you have a way out. On the surface, TSMC and Samsung have received favor from the United States, but the purpose behind it is also obvious, and their own interests are paramount. But the reason why TSMC and Samsung cannot directly refuse is that they are highly dependent on US technology. Therefore, if Chinese companies want to completely get rid of the fate of "bottlenecks" and achieve true independence and freedom, they must take core technologies into their own hands, take them as a warning, strengthen R&D, and "de-beautification" is urgent! What do you think about this? Welcome to comment and leave a message!
