1, have another plan, suppress "Made in China 2025"! semiconductorThe industry is one of the six core industries in Trump's "America First" agenda, and they will include China's new generation of information technology such as semiconductors exported to the United States into the category of tariff increases.
2, a basic strategic thinking to win the Sino-US trade war is to make more friends. Some Western scholars have analyzed that China is lucky that the United States, as the boss, not only did not unite with other countries to deal with China, but also launched a global trade war with China. First, maintain strategic focus, dialectically view the negative effects of Sino-US trade conflicts on our economy, and strive to turn crises into opportunities to achieveIndustrial transformation and upgrading. Second, adhere to the principle of prudence, implement a stable and prudent monetary policy and exchange rate policy, and steadily advance the process of financial liberalization.
If the silicon wafer market is compared to a pot of delicious broth, then there are two Japanese companies that are the biggest and can grab the meat to eat. These two companies, Shin-Etsu and SUMCO, account for more than 70% of the market and have formed technical barriers and industriesMonopoly.
is not only Japan, the United States, Germany, the Netherlands and other countries have this technology, but the production capacity to meet the needs of South Korean companies is only Japan, so the key is not technology, but production capacity, South Korea in the downwind is only temporary, once from other countries to get technology to form production capacity, Japan has lost the market. Japan said it would limit exports to South Korea of three chemicals used to make semiconductors and flat-panel displays, most of which are key components in smartphones and other advanced technologies. Compared to the trade war between China and the United States, both sides have left room.
1, Huawei receives such untested chips as reserves, it can be said that it is at great risk, of course, this is a special strategy in special circumstances, but also shows that packaging and testing in Huawei's supply chain system, not subject to American technology constraints, controllable degree can be relied on is very high. 2, in order to cope with the future dilemma, see this day is getting closer and closer, Huawei recently agreed to let the major suppliers of semi-finished chips as soon as possible, and even took the initiative to raise the price of the request, the purpose is to doMaybe a lot of chips in reserve to deal with this protracted war. 3, the main reason is that the production is not out, because the chip production needs strong technology accumulation, no decades of accumulation is impossible to produce chips in a short period of time, not to say that you have money to build a factory can produce, he needs you to accumulate technology for a long time.
The event that ZTE was sanctioned by the United States was related to interests, and ZTE should focus on research and development. Last year I knew a guy who did high-speed AD/DA chip design. I think I used to work for Texas Instruments. Actually, I was gloating.
may be to suppress China's development process, may also be to increase the bargaining chip with China, there may be other reasons.
In addition, ZTE's research and development and investment in artificial intelligence, another big future development strategy, is also based on the chip cluster built by NVIDIA GPU in the United States, and the prohibition of American manufacturers to provide upstream components to ZTE is obviously a devastating blow to this strategy.
The United States sanctions not to sell chips to ZTE is to punish ZTE for some mistakesPractice, in fact, ZTE's mistake will not be punished so seriously, in fact, there is another reason behind this.
The United States has imposed sanctions on ZTE and Huawei, especially in the case of increasingly severe sanctions on Huawei, everyone is very worried that the United States will not affect China's chip supply, and even affect the development of China's weapons and equipment.
In this way, the US Department of Commerce this time to implement a total ban on ZTE, obviously belongs to "excessive sentencing", and there is indeed a trade war element to play. Therefore, we need to talk about two sides, one is how to consider the trade war part.
1, no matter how to compete, the supply chain manufacturers of the two giants will be damaged. Therefore, the antenna is a pit, the device is also a pit, a series of pits.
2. Kaisheng Technology: As one of Huawei's leading stocks, Shenzhen Guoxian, a subsidiary of Kaisheng Technology, successfully entered Huawei's mobile phone supply chain in the context of the overall decline in the tablet market demand. Baic Blue Valley: BAIC Blue Valley and Huawei jointly developed for the next generation of intelligent connected electric vehicle technology, and the cooperation between the two sides has been popular in the marketPay attention.
3, Guosheng Securities said that the severe environment will force out a stronger Huawei and the domestic chain, and the domestic alternative is about to usher in the best era.
4, leading stocks mainly include Kaisheng Technology, BAIC Blue Valley, Xiaokang shares and Lishun precision. Huawei is one of the representative enterprises in the field of science and technology in China, and it has a strong influence and market share in various fields. Among them, the leading stocks of Huawei plate mainly include Kaisheng Technology, BAIC Blue Valley, Xiaokang shares and Lichun Precision.
1, Huawei's ban has triggered a chain reaction of the semiconductor industry chain, the US giant Broadcom, Texas Instruments have said that trade friction and Huawei's ban on the negative impact of the company, Broadcom also lowered the current fiscal year revenue expectations.
2. The recent remarks of Yu Chengdong, the head of Huawei, undoubtedly attracted the attention of the world. He bluntly pointed out that Huawei is facing an unprecedented difficult time with the US governmentThe third round of ban is like a severe test, posing a huge challenge to Huawei's development. On June 6, the US government urged European countries not to buy Huawei's 5G equipment. On February 22, it was reported that Italian politicians pushed for a Huawei 5G ban. Meng Wanzhou's extradition hearing was approved in Canada on March 1, and the United States warned the Philippines not to use Huawei 5G equipment.
4, if TSMC gives up Huawei, it means that the revenue will be greatly reduced in a short time; But if TSMC persists in cooperating with Huawei despite the U.S. ban, once TSMC is also sanctioned by the United StatesAnd it probably means the end of it. After careful consideration, TSMC finally chose the former, following the US ban and giving up cooperation with Huawei. 5. Alibaba is the leader in China's cloud computing market, and many companies, from incumbents such as Baidu in the automotive sector to new entrants such as Xiaomi, are vying for a piece of the pie. This is so that even after Huawei enters the software field, it will not be affected by geopolitics and U.S. behavior.
6, under the pressure of the United States, you said that if the normal termination of the cooperation with Huawei, it can be understood, after all, the sale can not be in benevolence and justice! But FlextronicsThey not only immediately implemented the US "ban" and terminated cooperation with Huawei, but also seized $100 million of Huawei's equipment.