Two major domestic companies have successively announced important decisions, and foreign media have revealed that China Chip's "fig leaf" has been torn open
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As is well known, Huawei's ability to take the lead in developing 5G technology is inseparable from Ren Zhengfei's correct leadership and unwavering commitment to independent research and development over the past decade, with nearly a trillion yuan of research and development investment.It is precisely because of Huawei's rise in 5G that the Americans have become restless
As is well known, Huawei's ability to take the lead in developing 5G technology is inseparable from Ren Zhengfei's correct leadership and unwavering commitment to independent research and development over the past decade, with nearly a trillion yuan of research and development investment.
It is precisely because of Huawei's rise in 5G that the Americans have become restless. In order to consolidate their position, they have resolutely imposed multiple rounds of sanctions on Huawei. Even for the entire Chinese semiconductor industry, it has stirred up misguided thoughts. Restrictions on shipments, chip alliances, and tripartite agreements between the United States, Japan, and the Netherlands have emerged one after another.
It is under such strong pressure that many excellent domestic enterprises have come to realize the fact that relying on people is better than relying on themselves. Only by mastering the core technology in one's own hands can one have more say and cannot be passively beaten. It is under the influence of such an environment that chip companies have quietly emerged in the Chinese semiconductor industry like mushrooms after a rain. A wave of independent core manufacturing has emerged.
The flame is high when people gather firewood, and domestic chips have also experienced rapid development, greatly improving the process of chip localization. According to the data released by customs, it can be seen that in 2022, the number of imported chips decreased by 97 billion. After entering 2023, chip imports will continue to decrease, with a decrease of 32.1 billion chip import orders in the first quarter of this year alone. Moreover, domestic high-tech enterprises such as Huawei continue to receive good news, such as news of breaking the ice from EDA tools and lithography machines. Let everyone have the illusion that they will no longer be stuck in the neck by foreign countries in the future.
Just as everyone was delighted by the news that the domestic semiconductor industry was constantly breaking the ice, the spread of a market news instantly opened the "fig leaf" of Chinese chips. Although many chip related companies have emerged in the wave of independent research and development, there have been many chip companies that have been deregistered or cancelled in the past two years. In 2022 alone, 5764 domestic chip companies have been deregistered or revoked.
However, I think this is also considered the best of many, leaving behind chip companies with strong strength and excellent technology. However, surprisingly, in recent times, two major companies have announced the cessation of chip research and development.
Firstly, ZEKU, a chip company under Oppo, suddenly announced the cessation of chip development, and its research and development team of around 3000 people was also disbanded. It should be noted that ZEKU, a chip company under Oppo, has persisted for four years and has invested heavily, with around 50 billion in investment, which was once considered the second Huawei HiSilicon. It's sad to have to leave now. The reason given is the decline in the global mobile phone business, which has resulted in not having too much funds for chip research and development. Is this the real reason?
Former Vice President of Oppo, Shen Yiren, once stated that what money can solve is not a big problem, but what money cannot solve is the real problem. From this, it can be seen that Oppo, like many other domestic companies, is unable to invest in chip research and development due to the constant modification of chip rules by the United States, so it is decisive and timely to stop losses.
In addition, Alibaba's announcement that its Damo Academy has shut down an important technology project, the research and development of unmanned driving technology, has also caused a greater sensation. As we all know, the future prospects of unmanned driving technology are very great, and it can be applied in many fields such as aerospace, automobiles, and ships. Nowadays, Alibaba's sudden announcement to stop research and development is definitely not due to financial reasons, but rather due to a lack of breakthroughs in certain technological areas and a lack of technical talents.
It may also be due to the recent breakthrough in the semiconductor chip field in the United States, which has made many domestic companies realize the gap between us and the old United States. The chip industry has invested heavily, but profits are slow, causing many companies to lack confidence in the development process of domestically produced chips and choose to leave midway. In this regard, American media began to promote without hesitation: the dust has settled, and Chinese technology has begun to give up.
In fact, apart from others, many domestic companies lack Huawei's determination and courage to adhere to the path of independent research and development, as well as its unwavering belief in victory. Although there is a large investment in chip research and development, the profit transformation is too slow, and the threshold is still high, if "Chinese chip" is successful, then the benefits are also enormous.
Don't have any illusions about Americans anymore. If you don't master your core skills, you can only be passively beaten. Only by firmly following the path of independent research and development can we truly break the monopoly and blockade. We hope that domestic enterprises, like Huawei, can strive hard for the localization process of China's semiconductor industry.
What are the opinions of the old iron workers? Welcome to leave comments and discuss.
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