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2022-09-24 13:04:29
Global chip shortage, Huawei is on the front line! Is there an opportunity for China?
As for the lack of chips, Huawei is certainly not alone. However, unlike Huawei, which has not obtained chips due to policy reasons, global technology companies are currently facing a serious shortage of chips without chips.
As the core technology product of the semiconductor industry, the chip can be said to be the basis for the development of the entire information age. However, there are only a handful of companies in the world that can produce chips.
After entering 2021, the chip shortage problem has become more and more serious, causing the chip shortage problem to continue to spread, and the entry of game consoles and other industries into the smartphone market has caused widespread concern that this concern will last at least until the end of 2021.
The lack of core has been an issue for auto companies since 2020. But it wasn't until the end of December that news of VW's North and South shutdowns drew widespread attention due to a lack of public awareness of the core product.
Compared with foreign brands, Chinese technology companies lack investment in hardware, but always focus on the field of Internet software that can be quickly realized.
From the beginning of the year, the major giants started various services such as "buying vegetables" and "fresh food at home" in the vegetable market, which were criticized as "grabbing the business of vegetable vendors"; in the middle of the year, various e-commerce platforms took advantage of holiday gimmicks to launch special sales. It can be said that it aims to squeeze every penny out of users.
What's more, the Chaoduoduo app directly exposes a large number of sources of trendy brands. The big-name trendy shoes, bags, etc. that were originally sold for more than 10,000 yuan on the e-commerce platform were snapped up at a price of less than 200 yuan.
There are rumors that there seems to be a big capital intervention behind Chaoduoduo. But there are still many netizens who ridicule: a few hundred yuan can satisfy vanity, even young people will be deprived of the last bit of fighting spirit?
Today, the chip shortage storm in the global auto industry continues, and automakers such as Ford, General Motors, Honda, Volkswagen have also suffered from the impact of production shutdowns due to chip shortages.
Some consulting firms predict that the global auto industry will suffer a loss of US$60.6 billion, or about 400 billion yuan, this year due to the lack of a "core".
Chips are desperately lacking this year, and Apple has said sales of some new high-end products have been hampered by a lack of semiconductors.
2021 is a new year for 5G mobile phones, and major mobile phone manufacturers are competing for the high-end market that Huawei may lose, which indirectly exacerbates the situation that the supply of mobile phone chips is in short supply.
In recent years, the United States has continuously waged a science and technology war against China to "weaponize" the semiconductor supply chain and cut off the supply of chips to certain Chinese companies. Its purpose is to curb the development of China's semiconductor industry.
For example, since the United States placed Huawei on the "entity list" in May 2019, before the "core restriction order" took effect, Huawei had to buy a large number of chips, causing the company's cash flow to drop sharply.
In the face of U.S. sanctions, China, after careful consideration, plans to achieve chip self-sufficiency within five years. And set up first-level disciplines and targeted businesses to directly help the industry solve the problem of technical talents. In addition, tax relief gives businesses the impetus and creativity to innovate.
The global chip shortage may be an opportunity for the rise of Chinese chips. What do the judges think?
