In the new generation of information technology industry, one of the ten areas of the Made in China 2025 strategy, China's 5G technology research and development, represented by ZTE and Huawei, has taken a leading position in the world. This is not the first time the United States has blocked ZTE.
China's Huawei Mate50 seriesWith a chip from Qualcomm. Huawei is a very important mobile phone communication manufacturer in China, and it is also the only communication company that can develop chips in China. However, we can also find that Huawei's mobile phones still use Qualcomm chips from the United States.
In addition to the chip on the mobile phone screen, Huawei mobile phone also purchased BOE, Tianma, Vicinone, Huaxing Optoelectronics and other manufacturers. Huawei and BOE recently reached a strategic cooperation agreement in Chongqing, and the two sides said they will further expand cooperation areas. With the continuous growth of Huawei mobile phones, it will also drive the faster progress of domestic mobile phone chips and domestic screens.
Huawei Kirin chip is a series of high-performance chips developed by Huawei, and is the main chip of Huawei's products.
For example, Huawei Kirin external Qualcomm CDMA baseband or the use of Taiwan VIA CDMA baseband chip to support telecommunications, is the real full netcom. There is also the domestic processor without the United States Android authorization integration order is not compatible with the processor.
Wafer is the most basic part of a chip, on the basis of layer by layer superposition, these are to be designed to be manufactured, to use the computer to run the circuit of the chip, and then will be madeChina expresses serious concern over the US industrial subsidies and export control measures that violate WTO principles. '>... China expresses serious concern over the US industrial subsidies and export control measures that violate WTO principles. The US not only generalizes "national security" and abuses export control, allegedly violating WTO rules, but also forces other members to comply with its policies by violating WTO rules through the implementation of "long-arm jurisdiction". This is pushing unilateralism to the extreme, seriously violating the basic principle of state sovereignty in international law, and is a typical act of bullying and Cold War mentality.
It seriously infringes on China's interests.The restriction measures will provide a market test opportunity for domestic GPU and AI special chip manufacturers, and China has the opportunity to find a breakthrough in the high-end of GPU. As long as there is a breakthrough, our country's chips can be better developed. Secondly, there is a very important problem that is the lack of opportunities for domestic manufacturers to participate in the industrial chain division of labor.
Affected by the United States export ban on China, the lithography machine giant ASML of the Netherlands(ASML) saw orders fall in the third quarter and shares in the Amsterdam stock exchange have tumbled recently.
The United States restricts the export of top chips to China. This happened in Nvidia and AMD two chip companies, subject to the requirements of the US market, Nvidia and AMD will not be able to normally sell the corresponding top chips to China, this behavior also directly led to Nvidia and AMD stock prices plummeted more than 7%.
Once there is an act of restricting exports, it will have a great impact on Chinese enterprises. Because this practice may limit the development of enterprises, but also affect the order of the international market. Therefore, this practice is irrational, and it will also affect international exchanges in the process.
To some extent, if the United States further restricts the export of top chipsThis behavior will not only affect the development of science and technology in many countries and regions, but also seriously affect the normal operation of chip manufacturers.
The U.S. government has issued a license to export 61.4 billion dollars of products to China's Huawei technology, which is subject to U.S. sanctions. Licensing of semiconductors and products of low technical level in manufacturing equipment. China hardliners in the US Congress are increasingly unhappy and are calling for tighter export controls.
The aerospace industry, the automobile industry and so on will be greatly affected.
This behavior will affect the normal science and technology research and development of domestic science and technology enterprises,It may even affect the actual progress of cutting-edge technology. Strictly speaking, the United States does not restrict the export of only two chips, but restricts the high-end chips of Nvidia and AMD.
1, of course, the ban affects not only Huawei, but also the semiconductor market in the United States. According to the statistics of the International Semiconductor Association, because of the ban on HuaweiThe chip industry in the United States has also paid $170 billion in economic losses, equivalent to about 1,116.9 billion yuan.
2, public information shows that at present, the only manufacturer that can provide 4G chips for Huawei is Qualcomm. On November 13, some media learned from upstream supply chain manufacturers that Qualcomm has obtained a license to sell 4G chips to Huawei, but 5G chips have not been licensed. 3, for example, because it is not free to ship, the loss of American companies alone may be as high as trillion yuan, of which Qualcomm lost $8 billion in the market, and Micron lost $2 billion in revenue. Such asIf the United States technology companies are included, the loss of the United States is greater, after all, Huawei's annual revenue is nearly one trillion yuan, and it needs a large number of related components and so on.
4, recently, Huawei learned that Qualcomm has applied for a chip sales license. If approved by the U.S. government, Huawei will use Qualcomm chips in its smartphones. Huawei or Yanagishi Hanaki, Qualcomm has applied for an export Huawei license from September 15, Huawei's "supply crisis" officially began.