Since the US revised the rules, many technology giants in Silicon Valley have drawn a clear line with the mainland Chinese market. Even Apple , which eats "Chinese food", has been continuously promoting plans to move industrial chain out of the Chinese market and to Southeast Asia in the past two years, under the guidance of Cook .
Although Apple said that this move was to reduce costs, it is hard not to guess that someone is instigating Apple to do this by kicking out of the "fruit chain" of more than 30 Chinese companies such as Official . Because from the results, Apple's move has actually brought considerable negative impacts on Chinese technology companies during the climbing stage.
For example, OFILM, after losing Apple's orders, its net profit margin plummeted by more than 90%, quickly falling to a low point, and once faced a survival crisis. It is precisely this storm that the central media couldn't help but speak out, calling on domestic companies to increase R&D and make multi-field layouts to alleviate "Apple dependence".
What is surprising is that when the US implemented a new round of restrictions on Chinese companies some time ago, Apple suddenly "reverses" and claimed to purchase NAND flash memory chips for Yangtze River Storage . According to Apple's plan, the iPhone 4 product using Yangtze Memory chips is "exclusively supplied" to the mainland market, which does not violate regulatory rules.
As for why Apple wants to purchase Chinese companies' chips, there are two reasons. First, after being "bottled" by the United States, domestic chips have developed rapidly. Yangtze Storage has reached a height that is comparable to SK Hynix and Samsung in terms of core technology, and it also has a price advantage, 20% lower than the quotation of Korean companies.
Secondly, Apple has always been very strong in the supply chain, but it relies heavily on SK Hynix in the field of memory chips. This time, considering cooperation with Changjiang Storage is not only to get rid of the potential hidden danger of " supply cuts in " caused by dependence on a single enterprise, but also to check and balance SK Hynix to gain the initiative in the supply chain.
Related data shows that if Yangtze Memory can get 20% of Apple's chip orders, it will surpass Korean companies such as SK Hynix in one fell swoop and become the world's largest memory chip supplier, with a market share of about 40%!
However, given Apple's "removal of ladders" for Chinese enterprise suppliers in the past two years, many industry insiders are also worried about Yangtze Storage. But unexpectedly, just when the domestic technology circle was still discussing whether Apple orders were honey or "arsenic" and whether Yangtze Storage should cooperate with Apple, the reverse appeared.
Recently, there was news that Apple has "changed its face" again and will hand over about 40% of chip orders to Samsung in the future. Although Apple has not officially announced it yet, in the outside world, its plan to "exclusively supply" to the mainland market has basically been stranded. The reason for
is very clear. Although Apple's behavior of "procurement of Chinese chips and providing them exclusively for the mainland market" does not violate the regulatory rules, the relevant U.S. departments did not "buy" it. Not only did they warn it that "don't play with fire", but they also immediately launched an investigation into Apple in the name of security.
For technology giants like Apple, the uncertainty factors in the supply chain are obviously unacceptable. Apple is also worried that if it reaches a cooperation with Yangtze Memory and the US will intervene again and include the Chinese company on the entity list, the shipments of relevant iPhones will inevitably be affected.
, which also means that Yangtze Storage may have lost an opportunity to enhance its industry influence. After all, Apple orders have always been a benchmark for measuring the excellence of a supplier in the past.
But in my opinion, this is not completely bad news. As the saying goes, "It is a blessing to lose one's horse," in the environment where the competition for technology between China and the United States is constantly heating up, domestic chip manufacturers must develop a sense of crisis. Ofilm's past lessons are still vivid in their minds. The Yangtze River storage does not enter the "fruit chain", which may be a loss in the short term, but in the long run, it is obvious that the benefits outweigh the disadvantages if they do not leave any opportunity to effectively "sanctions" for the United States.
Central media also should pay attention to the appeal. Compared with "looking up to" Apple orders, domestic companies should do more to strengthen themselves and master more core technologies. As long as they stand at the commanding heights of the technology, even if they do not cooperate with Apple, they can still have the right to speak in the industry.
is like BYD and CATL, two Chinese new energy vehicle giants. Not only did they reject the "olive branch" issued by Apple and the invitation to build a factory issued by the United States, but also Wang Chuanfu also made a clear statement that the high-end automotive-specific chips developed by BYD are only for Chinese companies to use, and core technologies are not sold abroad. Such backbone and patriotism are what we most look forward to.
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