Source: Industrial and Commercial Times Society
On the eve of the US Minister of Commerce Raymond at the end of August, Huawei suddenly launched the latest flagship phone Mate 60 Pro in a low -key sale, which has set off heated discussions since then.Less than a month apart, Huawei launched a series of new products on September 25, but at the press conference, it did not mention any details of the new mobile phone, which was intriguing.Since the United States has included Chinese semiconductor companies such as Huawei in the entity list in 2019, Huawei cannot import high -end chips. It can only rely on sanctions to take effect.support.As the chip inventory is about to exhaust, the Mate 60 Pro's birth is naturally attracted, and the views and interpretations of this product are quite polar.
It is regarded as a new milestone in the semiconductor industry in China.This kind of view is that Huawei's 5G mobile phone with a 7 -nanometer Kirin 9000S chip and the world's first 5G mobile phone that supports two -way satellite voice calls has successfully demonstrated China's independent production capacity that breaks through the US technology blockade.In the past few years, the United States has comprehensively suppressed the development of Huawei 5G and high -performance mobile phone CPUs, GPUs and other chips. Therefore, this new mobile phone means that Huawei has improved its domestic capabilities in semiconductor design, manufacturing, component supply, etc., and no longer rely on the United StatesTechnology and products.
On the contrary, some views are also regarded as China's political propaganda tools to boost nationalism and cover up China's dilemma in scientific and technological warfare.Those who hold this position believe that the performance and quality of this phone is not as eye -catching as promotion, and there are many problems and restrictions.For example, the functions of satellite telephones are limited, the quality of call is not good, and the battery consumption is large.In addition, the 7 -nanometer Kirin 9000S chip, although it was manufactured by SMIC with an infiltrated exposure machine, its process and yield still lag far behind TSMC and Samsung.Under the US sanctions, SMIC can neither obtain more advanced exposure machines, nor can it keep up with the development of the upper semiconductor industry.
Even if the views from all walks of life are different, it is undeniable that Huawei's new mobile phones are indeed an important attempt for the semiconductor industry in mainland China.As the product of the Sino -US scientific and technological warfare, its influence covers politics, economy, industry, society, etc., and also directly challenges the semiconductor manufacturing of the global semiconductor supply chain and Taiwan. Many follow -up development needs to pay close attention:
1. New game of global semiconductor industry
Since the development of scientific and technological warfare, not only Huawei, the entire Chinese high -tech industry has been tightly blocked in the United States.More than a thousand Chinese enterprises or research institutions have been included in the entity list.For example, as a major wafer factories in China, and SMIC, which is also blocked, has been frozen in 14nm craft ceilings. Theoretically, it should not be able to move forward.However, the localization of Huawei's new mobile phones shows that the domestic alternative of thousands of semiconductor elements contained in the mobile phone, EDA software for design chips, and 7nm manufacturing processes may break through large -scale comprehensive breakthroughs.Behind the new mobile phone, there is a huge and complete industrial chain cooperation.At the moment when the US anti -Chinese atmosphere is strong, when the Chinese semiconductor industry chain is accelerated, the game of the global semiconductor industry will also enter the new bureau.
2. New balance of globalization
In fact, many American corporate leaders have a feeling. Artificially reversing the division of labor in the globalization industry, which does not help the US semiconductor industry, but may also create and activate China's semiconductor domestic industry chain.Several American semiconductor leading industries have tried to lobby the White House adjustment.Even so, a wave of scientific and technological warfare has seriously eroded the trust foundation of China -US industry cooperation.Huawei's CEO Yu Chengdong bluntly stated that in the past, Huawei overdaked globalization and believed that the United States would abide by the principle of industrial division of labor based on international order; if Huawei developed semiconductor manufacturing in the past few years, the United States could not be sanctioned by Huawei.When Huawei or China's semiconductor industry no longer trusts the United States, the trend of national production in China's industrial chain also means that the global division of labor is more difficult to reproduce. The competing between the industrial chain may be a new balance in the next stage.
Three, the next step of the United States policies for China
The shock wave of Huawei's new mobile phone has also been transmitted to the United States.Some members of the United States Congress believe that this is a provocation of Huawei's contempt of the US sanctions ban, and requires more stringent, upgraded version of strike measures.However, since the start of science and technology, the scientific and technological blockade of Chinese companies such as Huawei and SMIC has been unprecedented. How can they continue to raise sanctions?The attitude of the US Department of Commerce is obviously more cautious. At present, it has only announced that it has launched investigations such as chips and process processes of Huawei new machines without other responses.However, as the Chinese semiconductor breakout is forced by war, even if the United States adopts a short -term and slow strategy, as long as the large structure of confrontation remains unchanged, more radical sanctions will not be ruled out in the future.
Four, the challenge of Taiwan semiconductor industry
In the past, the Taiwan semiconductor industry started with the global layout and the mainland market.However, it is now being subject to the reality of geopolitical wrestling in the great powers. It has joined the United States' scientific and technological and trade war on the mainland, and it is becoming more and more strategies for political power.However, once the political route starts, it is often difficult to turn, and it has a great impact on the operation of the industrial chain.While responding to geopolitics, Taiwan should also have alertness to relive TSMC's past business philosophy: to pursue technology to serve global customers, strictly adhere to integrity, do not involve end competition, and establish partnership with customers to retain enough enough to retain enough enoughElastic space.
The advent of Huawei's new machine has made new variables that have been hit for three years.The influence of the Sino -US scientific and technological warfare and future evolution still have important political, economic and geographical strategic significance; under various challenges and uncertainty, this is the development that is worthy of close attention to the global industry and policy makers.
