OPPO's withdrawal from the chip industry was mocked, and years of effort were wasted. American media gloating
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Recently, a news has attracted widespread attention from domestic and foreign media: OPPO announced the termination of its chip company Zheku business and its withdrawal from the chip circuit!What is this situation? Did OPPO chip development fail? Or is OPPO sanctioned by the United States?Regarding this,The American media seized the opportunity to launch a public opinion debate, mocking that the Chinese chip cover was uncoveredThey believe that OPPO's withdrawal from the chip market is a major blow to the Chinese chip industry, exposing China's weaknesses and weaknesses in the chip industry.At the same time, the Chinese chip industry is just an empty air of joy, relying solely on government subsidies and market hype, without real technological strength and innovation capabilities
Recently, a news has attracted widespread attention from domestic and foreign media: OPPO announced the termination of its chip company Zheku business and its withdrawal from the chip circuit!
What is this situation? Did OPPO chip development fail? Or is OPPO sanctioned by the United States?
Regarding this,The American media seized the opportunity to launch a public opinion debate, mocking that the Chinese chip cover was uncovered
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They believe that OPPO's withdrawal from the chip market is a major blow to the Chinese chip industry, exposing China's weaknesses and weaknesses in the chip industry.
At the same time, the Chinese chip industry is just an empty air of joy, relying solely on government subsidies and market hype, without real technological strength and innovation capabilities.
and,
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OPPO is afraid of becoming the next Huawei
Why did OPPO exit the chip circuit?
The official reason given by OPPO is that there is a shortage of funds due to the downturn in the electronic consumer industry.
However,This reason is obviously not convincing
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and,OPPO's investment in chip development is also very significantIt is said to be as high as 10 billion RMB. This is also a landmark event in the history of semiconductor development in China after Huawei.
and,OPPO has achieved certain results in the field of chipsFor example, it has launched its own NPU chip, headphone SOC chip, etc.
More importantly, after OPPO signed a patent cross licensing agreement with Huawei, it is rumored that OPPO's next chip will be a mobile phone processor using TSMC's top 4nm technology, which also means that,OPPO will soon carve up the market share of American chip giant Qualcomm.
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So, why did OPPO give up such a good opportunity?
In fact, there is a deeper reason behind OPPO's withdrawal from the chip circuit, which is the severe sanctions imposed by the United States on Chinese semiconductors,OPPO is afraid that if they make further technological breakthroughs, they may become the next Huawei and face comprehensive sanctions
stay
For example, the new regulations implemented in October 2020 require any company that uses American technology to produce chips,If you want to sell chips to Chinese companies included in the "physical list" such as Huawei, you must obtain permission from the US government
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and,The United States is continuously expanding its crackdown on Chinese semiconductors
stayAs a mobile phone manufacturer, if OPPO continues to develop chips, it is likely to become the next target of attack in the United States
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After all,OPPO also relies on external technologies and resources in chip development, such as ARM architecture, TSMC OEM process, etcOPPO
So, OPPO's exit from the chip circuit is not due to its lack of ability or confidence, but rather becauseIt did not want to risk being suppressed by the United States and chose to compromise
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stay
So, does OPPO's exit from the chip market mean that the Chinese chip industry has really lost?
stay
stay
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stayAt the financial level
2014202258653000
stayMarket level
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2020143735.9%
and,5G
The Development of China Chip
stay
stay5Gstay
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staystay
staystay
staystay
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Of course, we cannot deny that the Chinese chip industry still existsstay
staystayEUVHigh end waferstay
stayConstrained by ARM architectureUS Patentstay
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last
OPPOOPPO
For this topic, II personally express regret, but at the same time, I can also understandAfter allThe development of China's chip industry is a long-term process, and the game with Europe and America will be a tug of war
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lastThe monopoly of some core components and technologies in Europe and America will ultimately be broken by China, and more alternative products will emerge at that timeOPPO
OPPO
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