The United States is not afraid of Huawei, began to get the entire high-end manufacturing.
In the production of integrated circuits, there are four basic production divisions. Namely, the design, manufacture, packaging and manufacturing of semiconductor equipment . In these four points, Chinese companies have no efficacy in the design, manufacture and high-value equipment fields: China's strategic location is only a few leftovers in the least important packing area, and China can be said to be in a completely negative position.
In this field, the United States is the leading manufacturer of electronic design automation software , while the United States and the United Kingdom are the largest manufacturers of core intellectual property rights. How to break the monopoly of the United Kingdom and the United States has always been a difficult problem for Chinese companies but it is tragic yes this problem is almost insoluble.
The integrated circuit manufacturing chain is a huge ecosystem. It has the most complex supply network of all commodities in the global economy. From initial design to final production, thousands of companies are involved, and this premise must be met. It is only possible to obtain a basic IP license. With two very important links, the EDA and the core IP , they are the soil for the survival of the design firm.
Chip design that introduces EDA technology
Companies that provide EDA technology , including Cadence, Synopsys, etc., you may not be familiar with these names, but as long as you know their value is much higher than that of any semiconductor production division, and the primary IP representative is ARM , yes, that It is the giant ARM that Nvidia wanted to acquire for 40 billion dollars recently
Although ARM does not belong to any of the above four links, no one can surpass them in the design of chips, including Huawei's HiSilicon chips, which are also based on the ARM core architecture. Without their permission, the HiSilicon chip becomes a castle in the sky, edgy water, and the latest, Etian 710, hot search, is also an ARM architecture.
The power gap between China and the Western powers represented by Europe and the United States in the entire chain is too large to be compensated. Therefore, Huawei, which could have competed with Apple in the field of high-end smartphones , looked very weak. Under the sanctions imposed by the United States, it quickly pulled out of this huge consumer market, and now it is splitting Honor, and both Huawei and Honor mobile phones have to cooperate with Qualcomm and use Qualcomm chips.
Huawei is so weak, why should the US punish Huawei ? This is because Huawei is the representative of the influence of the entire Chinese manufacturing industry on high-end companies, and Huawei has succeeded in influencing the market that is monopolized by Europe and the United States. Such an indicator is very dangerous for Europe and the United States. They hope that it represented China's high-end design and stifled the flames of the rise of the manufacturing industry, but it is clear that after the fall of Huawei's mobile phone, thousands of new Huawei mobile phones will appear in the back.
Sanctions on Huawei
The sanctions against Huawei have shattered the hypocritical mask of free-market competition that prevailed in the European and American worlds. This has stimulated China's determination to vigorously develop high-end manufacturing, the batch arrival of policies in the field of semiconductors, and the future representative of high-end manufacturing. New Energy Vehicles spare no effort to promote through favorable subsidies and policies. When the western world is still immersed in the field of conventional cars, it is the first to occupy this high ground.
At present, the leading companies in the new energy vehicle industry chain represented by BYD and CATL are not only at the forefront of the new energy field in China, but also at the top of the new energy vehicle field in the world. I don't care about the expectations of western countries like Europe and the US, but I don't know if they will continue to use sanctions as a way to deal with us in the future.
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