Although Huawei upgraded the HarmonyOS 3.0 system this time, it lacked the Kirin chip and 5G functions, which was also destined to be at a disadvantage in the competition with Apple. However, in this disassembly of iPhone 14, it was verified that the Yangtze Storage chip has entered production capacity. This is really surprising. Is Apple going to start "hard steel" in the United States?
Chinese companies enter Apple's production capacity
Although Apple develops its own processor chips and is at the top of the world, it does not mean that all chips have been independent. Similar to NAND flash chips, they need to rely heavily on Korean companies Samsung and SK Hynix . These two companies occupy more than 50% of the market share in this field.
, and Apple has always advocated dispersing production capacity in order to grasp the initiative in bargaining. Cook is naturally unwilling to hand over all such important parts to Korean companies, but he did not find a suitable replacement before, until the "appearance" of Yangtze River Storage gave Apple hope. However, it is strange that there was no sign of cooperation between the two parties before.
Before this, Korean media reported: "Chinese manufacturer Changjiang Storage has entered Apple's supply chain!" Then Apple officially declared: "At present, it is considering purchasing NAND chips from Changjiang Storage, but it will only be used for products sold in China!"
At the beginning, many people did not believe such rumors, believing that this was just Apple's "please please the Chinese market" for "sales". No one has conducted in-depth investigations in the future. But in fact, as the main supplier of Apple's NAND chips, the decline in orders can be clearly felt, so such news will definitely not be vacant.
, and Apple did not deny such rumors, which also explained a certain problem. After the real iPhone 14 Pro Max was obtained, the well-known blogger directly dismantled it and finally confirmed that the NAND flash memory chip was indeed made by Yangtze Memory.
subsequent bloggers confirmed that the domestic models of Apple's iPhone 14 and iPhone 14 Pro series use NAND flash memory chips from Yangtze Memory, but some netizens also said that not all models are like this, which shows that Apple's industrial chain has once again diversified to the end.
This has a problem. It has clearly adopted the chip of Yangtze Memory, so why did Apple not directly admit it, but stated that it is considering adoption? This is likely due to the pressure test of the United States. Does Apple do this mean that it will also be "hard steel"?
How should Apple end
After hearing that Apple was going to use the chips of Yangtze Memory, the relevant U.S. person in charge directly stated: "This is playing with fire!" European countries also expressed their opposition. If Apple admitted that it had used the chips of Chinese companies, it would be very likely to become the target of public criticism.
The reason why Apple did not admit it in person is probably due to the sales of the new phone. Given the conflict between the European and American markets against Chinese companies, Cook is very clever and has kept it. The chips of Yangtze Memory are only used in products sold in China.
In fact, this approach is very smart. For the first time, the chips of Yangtze Memory were adopted, and whether they were good or bad was directly allowed to participate in the assessment. If the results were not good, Apple would easily make excuses on the grounds of "using Chinese companies' products". It did not bring Chinese chip into other markets, and it could also deal with the US's search for trouble.
However, given the attitude of the US to pass China's semiconductor industry today, it has become a fact that Apple uses Yangtze Memory chips, and it has done this with the reminder of the US many times. It is difficult to get away with it casually, but this also shows a good point that Apple knows how important the Chinese market is.
It is obvious that Apple is "betting" and has been prepared for "hard steel". After all, losing the Chinese market is also a fatal blow to it. As the company with the highest market value in the world, it is naturally impossible for the United States to really "take action" against Apple. Before doing this, Apple must have weighed the pros and cons.
is just as much as the US requires Apple to transfer its production capacity. Although Cook did as he did, it is obvious that there are problems with this progress. It still retains the dominance of the Chinese market over and over again. Do you think Apple will be punished accordingly for cooperating with Chinese companies?
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