How will the U.S. sanction Huawei position in history?

Source: Japanese Economic News Chinese website

The reporter is the Japanese Economic News (Chinese version: Nikkei Chinese website) Star Zhengdao

The United States is discussing the fourth round of additional tariffs on all imported goods from China.In addition, it is forbidden to export American products in Huawei technology in the world's largest communications equipment company, showing a situation of competing for the leading authority around high -tech industries.Japan's trade negotiations with the United States will also usher in a critical moment in the future. In this context, how should companies take action?Japan Economic News (Chinese version: Nikkei Chinese website) interviewed Ruolin Xiushu, a professor at the Graduate School of Tokyo University of Science and Technology for future outlook.

Reporter: What do you think of the US exports to Huawei?

Ruo Lin Xiushu: Sino -US trade friction is different from the root cause of Huawei.As early as Trump came to power, the United States had a tendency to worry about the development of China's semiconductor field.Earlier, it began to pass the review authority of the US Foreign Investment Commission (CFIUS) to limit China's high -tech investment in the United States.For China's semiconductor manufacturer, Jinhua Integrated Circuit (JHICC), it also limits American products such as exported semiconductor manufacturing equipment to block China's DRAM memory localization plan.

The United States seems to be alert to the rise of Huawei's 5G field in the new generation of communication standards.Huawei has been fully integrated for technologies such as 5G from communication terminals to base stations.5G will become a new infrastructure in the future.In addition, it is closely related to the Internet of Things (IoT), autonomous driving, and military.For the United States, Huawei is directly related to security.

Reporter: In the history of the rise and fall of high -tech, how should the movement of Huawei in history be positioned?

Ruo Lin Xiushu: History of high -tech rise and fall is the dominant dispute over the industry structure.In the era of Mainframe, personal computers, and smartphones, various companies that control core technology have controlled dominance.The features of 5G are ultra -low latency and many devices at the same time, which will open the prelude to the new dominance competition after the smartphone.

Huawei has comprehensively grasped related technologies such as terminals, base stations, wireless chipsets, communication semiconductors, and CPUs (central processors).It is simply the strongest vertical integration model.Not only communication, but also the ability to master the IoT infrastructure.In the 5G era, companies that master infrastructure will become strong.The industrial structure of the 5G era will change again, and Apple and Intel are likely to decline.

Reporter: Japan also experienced semiconductor friction with the United States.What is the future of China and the United States and high -tech friction in the future?

Ruo Lin Xiushu: Sino -US high -tech friction will not end in the short term.As the Pingcheng Times (Note: 1989 ~) kicked off, the Berlin Wall collapsed, and the Cold War of the United States and the Soviet Union ended.Now entering the order of the order, this time there is a high -tech barrier between China and the United States.The dominant dispute between China and the United States will become the new normal of the order of the order, as if returning to the Cold War era.

Reporter: The United States' blockade of China is strengthening. How do you think of the direction of China's high -tech?

Ruo Lin Xiushu: Regarding high -tech such as semiconductor, China may be localized after 5 to 10 years.The result of the blockade policy is to make China stronger.In the fields of personal computers, television, white home appliances, LCD panels and communication infrastructure, China has achieved victory.Within 10 years, in the field of semiconductors, robots, nuclear power, medical and artificial intelligence (AI), China also has the possibility of sweeping the market.

The world's outstanding talents gather in the United States and contribute to the country's strong.If trade protectionism is strengthened, the flow of talents will also change.From the middle and long term, if the outstanding talents no longer flow to the United States, the United States will hold its neck.

Ruo Lin Xiushu Resume: In 1986, he graduated from the Graduate School of the University of Tokyo and entered the Nomura Comprehensive Research Institute.He also worked at Ruisui Securities, etc., and established the Circle Cross Corporation investigation company.He was the chief analyst of the electronic machinery industry.Since 2017, he has served as the current job.Professional for technical management (MOT), engaged in the analysis of the electronic machinery industry.