The global chip industry departs from the American trend

 With American technology, you can't sell China. This is today's US hegemony and long-arm jurisdiction over global multinationals.

 This kind of domineering, is not the global company is willing to accept. This kind of bullying of other companies has already brought about the abandonment of American technology.

 China is the world's largest chip market, which directly allows many companies around the world to continue selling China by beginning to consider building products that do not use American technology.

 This is the current global chip industry has appeared the trend of de-Americanization.

As the world's largest importer and consumer of chips, China imports more than $300 billion a year, which has been an "irreplaceable" position for many of the world's chip giants. But since 2018, the United States has been placing more and more Chinese technology companies, such as ZTE and Huawei, on the "physical list ", restricting cooperation between U.S. local companies and Chinese companies on these lists. Since 19 years ago, companies around the world have had to listen to the u.s. as trade between global and chinese-related companies has been restricted.

What is the end of this American bullying that makes global companies obedient?

Things don't seem to go exactly the way Americans think.

As the top ten semiconductor manufacturers in the world, Infineon has always been in TOP1、TOP2 position in the security chip market, has a great reputation in the security chip market, in the field of analog and hybrid signals, radio frequency, power and embedded control devices, have directly mastered the most advanced technology; While Infineon also inevitably uses U.S. technology and equipment in designing and manufacturing related chip products, according to German media reports :" Infineon does not care about the U.S. chip ban, because in the future Infineon will promote a group of non-American semiconductor companies to "beautify" action, so as to achieve the goal of continuing to expand the Chinese chip market layout. Germany's semiconductor giant Infineon recently looked at the "big cake" in the Chinese market. Most of China's chip imports come from American companies, and this time they refuse to supply to let Germany see the opportunity. Infineon's CEO later said: their core technology is registered in Germany and Australia ,100% control of their own technology.

 Not only did infineon, germany, say it would gradually "beautify ", but dassault, a french software giant, said publicly :" future companies will also gradually beautify to ensure that they can continue to serve asian customers ." More than 90% of the world's aircraft use Dassault Systems.

TSMC, which has been affected by new U.S. orders this year, also has its own ideas. A new decision was announced on september 23rd by tsmc chairman liu deyin, who said in an interview that the global semiconductor industry chain had been affected Huawei the supply restrictions, and that companies around the pacific had begun to build their own supply chains, and tsmc, the world's largest chip contract giant, had begun its new decision to use engineers to improve its technology and thus improve its technology.

American trade restrictions on multinational companies have taught many multinationals the dangers and adverse consequences of using American technology. For a long time, America's long-arm jurisdiction has been increasingly abused, but often has to follow some seemingly past "rationality" factors. For example, overseas anti-corruption still presupposes the existence of corruption in overseas transactions, and strict export controls used to be directed mainly at countries with "terrorism" factors.

But in recent years, the long-arm jurisdiction of the United States has become obviously less just and reasonable and legal, and has been a great power competition, unreasonable suppression, arbitrary command of global enterprises to listen to it. And this is huge benefit harm to global multinational enterprise. The vast majority of multinational enterprises do not want to participate in the competition between China and the United States, most of them want to continue to have a huge market in China, and it is not what they want to let these multinational enterprises with more or less American technology listen to the United States. Many of their companies have much greater market interests in China than in the United States.

At the same time, China's continued adherence to reform and opening up has also given global multinational enterprises confidence. China's market remains open to the world, giving clear expectations (not just slogans) to multinational companies in Europe and East Asian countries, not simply "domestic substitution" to deal with American bullying. Instead, it continues to welcome global excellence to embrace the Chinese market, providing global multinationals with a stable and reliable expectation of de-Americanization of technology.

 This stable expectation of China's continued openness and tolerance will cause many multinational enterprises to achieve further beautification. For non-US multinationals, de-Americanization of technology can guarantee continued access to the two largest markets in the United States and China, the outcome of which is their most idealized outcome.

The trend of de-Americanization in the global chip industry, I think, is only the beginning. In time, the United States will understand that his global bullying prohibits the global use of American technology multinational enterprises and China to trade with the bandits, will only eat the fruit.

SMIC official propaganda! 8 nm Chip end-of-year production

 China starts to produce 8nm Chip, Do not need a EUV lithography machine

As the U.S. government has intensified its repressive actions, it has made our country aware of the importance of core technology autonomy. Especially in the field of semiconductor chips, domestic must get rid of the dependence on foreign-related technology, because the Huawei example tells all domestic technology companies: only by holding the technology in their own hands, can we avoid being controlled by others!

Although there is still a certain gap between the domestic chip technology level and the old United States, now our country pays more and more attention to the independent research and development in this respect and begins to vigorously support the development of domestic semiconductor companies. In this case, domestic chips have no reason not to rise, catch up with foreign advanced technology is also imminent!

 Recently, the domestic came good news, SMIC official propaganda! nm chip trial production at the end of the year, no need to EUV lithography machine. This means that SMIC has made a great breakthrough in chip production, has been puzzling the domestic problems finally sees the hope of solving!

SMIC is the largest chip factory in mainland China. Its main business is to contract various chip products for customers, similar to TSMC. However, by contrast, SMIC must be relatively backward, because TSMC is the world's largest manufacturer, accounting for more than half of the market share.

We need to know that the measure of the strength of a factory does not scale, but technical strength. So SMIC wants to catch up with TSMC, there is still a long way to go. But after the breakthrough of SMIC's official propaganda technology on September 18, the gap between SMIC and TSMC was further narrowed!

SMIC's second-generation N 1 process has entered the customer import phase, will be trial production by the end of this year. The chip produced by this technology can reach the level of 10 nm. If the chip is calculated according to TSMC, it can be called 8 nm chip.

 Perhaps many people are the first to hear nm 8 chip, but it is almost the same process as the 7 nm chip, in all aspects of the performance is excellent. Judging from the data released by SMIC, the 8 nm chips produced by the N 1 process have improved their performance by 20%, reduced their power consumption by 7%, and reduced their area by 63% compared with the 14 nm of TSMC!

Thus, SMIC's N 1 process is still very strong, this is the first time in our country to reach the level of less than 10 nm. More importantly, SMIC's technology has freed itself from reliance on lithography, meaning that 8 nm chips can be produced without EUV lithography.

 I believe we all know that the lithography machine is essential equipment in the process of chip production, and only the high-end lithography machines can produce advanced chips. The reason why our domestic chip industry can not breakthrough is because of the high-end lithography machine.

Now the situation is different, SMIC's N 1 process can produce 8 nm of chips without lithography, which points out a new direction for domestic development. However,8 nm is not the top chip process, SMIC must continue to work hard to really get rid of foreign technology dependence.

 Overall, SMIC 8 nm chip trial production is rarely good news for our country, may promote the further development of domestic chips, and help Huawei out of difficulties. But we can not blindly optimistic, to know that TSMC and Samsung have reached the level of 5 nm, SMIC has a long way to go!

china mold maker wishes them early development, for our Chinese manufacturing industry.

Huawei alive, the world's first cloud mobile phone release

  A sharp Huawei

      Huawei is a heroic company, people are very supportive of Huawei electronic products. First of all, Huawei has their own hardware advantages —— self-developed chips, this is the pride of the people, domestic can not find a second company; second, Huawei and the United States tit-for-tat, uncompromising, let people see what is called bone; Finally, Ren Zhengfei's personality charm.

   

Many people say Huawei's mobile phone premium is too high, but Huawei has its own reason. Huawei is not a listed company. Every year, research and development investment is very high. Scientists from all over the world are scrambling to cooperate with Huawei. Many internationally renowned colleges and universities have designated Huawei companies as partners, so mobile phone prices should not be too low.

 Companies like this are the pride of the Chinese people. In the past, doing business and opening a company was nothing more than trying to be bigger and stronger, but in the 21st century, they did not need such companies but called for companies like Huawei with culture and integrity. However, such a small private company has been suppressed by the United States D, is really angry.

 Huawei mobile phones, in particular, can not only produce their own Kirin chips, or even by third-party chips. They thought that there would be great difficulties this year, and as a result, Huawei lived, they Huawei "find another way" and came up with another way. That is a "cloud mobile phone ".

 Huawei world's first "cloud mobile phone"

 Huawei is not just a mobile phone company, its cloud service is also very famous, no less than Ali cloud because its cloud server chip is a self-developed Kunpeng chip. Cloud service is based on cloud computing technology, cloud computing is the product of the development of the network to a certain stage, the network can share resources, cloud computing to the limit of resource sharing is a computer working mode.

At present, there are three kinds of computer working mode, one is the single-machine mode, which refers to the data, program, the hardware is all on the local computer, the other is the network mode, which connects the computer through various communication technologies and uses the data, programs and hardware of others.

 On September 1st Huawei released the "cloud phone" as a service Huawei Cloud virtual dozens of phones on cloud servers that users and or businesses can buy and connect to "cloud phones" through their old phones, even if disconnected. Cloud phones are still online.

 Its advantage is that it can change the configuration of "cloud mobile phone" at will according to the needs of users, monthly billing, after purchase, can also regret, even with the "cloud storage "," cloud game" function, do not require how powerful the old mobile phone, as long as there is video decompression ability, you can run high configuration games.

 More than enough domestic lithography machines

 Can say, Huawei mobile phone lives, use "cloud service" release "cloud mobile phone ", do not need a unicorn chip, just need Kunpeng chip, a Kunpeng chip can virtual dozens of" cloud mobile phone ", too cost-effective! Moreover, because Kunpeng is a server chip, the process requirements are not as strict as mobile phone chips, to consider heating and other issues.

 That is to say, the Kunpeng server chip can be second to none, using a domestic 28 nm process, or even 56 nm. As long as the performance of the heap can be achieved, without considering power consumption, the use of domestic light technology is more than enough.

 After the popularity of the five G, the network connection speed is greatly improved, and the connection speed with the "cloud mobile phone" is super fast, then the demand for local mobile phones will be reduced, and semiconductor enterprises such as TSMC will definitely be affected.

As big as the country, as small as individuals, relying on other people's charity is not able to live, we plastic injection products also rely on their own.

 To improve your strength is the king.

Internal circulation? let the annual salary of 1.6 million talented girls all sigh that the house price will change?

   Some graduate salary 4,000, some graduate annual salary 2 million...

 Recently, the Huawei "genius teenager" program has blown up a lot of people's circle of friends —— the specific content of this plan, is to provide excellent graduates with a maximum annual salary of 2 million yuan!

  Just graduated with a million annual salary really suck eyes, but really to get this money, or rely on real skills.

 Since December last year, three "talented teenagers" have been shortlisted by Huazhong University of Science and Technology alone.

 One of them is Yao Ting. She is also the only girl, starting salary of 1.56 million yuan a year.

 But Yao Ting said the following passage in the face of the interview:

 "Don't feel how,1.56 million annual salaries, in the housing price of 100,000 square meters in Shenzhen, feel very difficult to do something ."

 Of course, Yao Ting this sentence although looks a little pull hatred, but the intention may be modest. But the cabbage thought carefully, feeling that she is also quite reasonable.

Suppose you want to buy a 100 square meter house, the total price is about 10 million. Down payment 3 million, loan 7 million.

 Yao Ting earns 1.56 million a year, about a million, buy a 100 square meter house, three years to pay a down payment. It seems to be easy, but the monthly repayment of 45000 yuan, but also to consume at least a third of the monthly salary.

 That is to say, even if such a social elite, want to buy a very ordinary 100 square meters house in Shenzhen, also have to fight for more than 10 years. A little more comfortable, I am afraid I have to run for more than 20 years of struggle.

 Of course, the unit price of 10 yuan / square meter in Shenzhen is not so mainstream. That is the price-focused on by a million-year-old girl.

 Today with this story, pakchoi does not want to say Shenzhen's property market problem, but want to tell you, the house and house prices to young people how much pressure!

 Recent policy has a lot of news, but also conveyed some new signals against the property market.

 The contradiction between Internal Circulation Policy and House Price

 At the high-level meeting of the CPC Central Committee on July 31, the word "internal circulation" was again mentioned:

 Many of the problems we encounter are medium- and long-term, and we must understand them from the perspective of protracted war and speed up the formation of a new development pattern in which the domestic and international cycles are the main body and the domestic and international cycles promote each other.

 The so-called "inner cycle" is relative to the "outer cycle ". I believe everyone knows that the economic troika ——" investment, consumption, export ". The inner exit is the outer cycle, while the consumption is the inner cycle.

 The former global economy, a highly globalized economy, has a division of labor between countries, and we exchange needs through trade.

 But the current international situation "reverse globalization" trend is obvious, we have to reduce their foreign trade dependence. So we have to start the "inner loop ".

  The so-called internal circulation, that is, products from production to consumption are dependent on domestic. In vernacular, internal circulation is three words: self-production, self-marketing, self-use, increasing domestic demand, is the core of the internal circulation economy.

 However, the current domestic consumption environment is not very beneficial to the internal cycle.

 One of the biggest impacts is real estate.

 High house prices have wiped out many families'" six wallets ", making the savings rate continue to decline and debt continue to rise. The common people have no surplus grain, where there is money to support consumption?

 The Central Bank Survey Statistics Division previously released the 2019 China Urban Household assets and liabilities Survey disclosed that housing loans are the main components of household liabilities, accounting for 75.9% of the total household liabilities.

   If it comes to life, for the vast majority of households, this data also means that the bulk of income is firmly occupied by monthly payments, resulting in very little cash available.

 On the other hand, housing prices themselves hurt manufacturing.

 For example, assuming that the high-end manufacturing industry has a profit of 5% a year, but a year's profit of house prices can reach 10% or even 20%, do you think companies will engage in R & D or buy a house?

 Look at the companies that sell houses and turn losses. There are many realistic examples.

 Moreover, high house prices make companies have to pay higher wages to attract talent. This also directly caused the increase of manufacturing labor costs, preempting R & D and other funds, hindering the transformation and upgrading of the manufacturing industry.

 As a mold and injection molding company, we also feel that the house price is too high, the personnel can not stay, the enterprise simply can not improve their technical level.

The forum clearly stressed:" attach great importance to the new situation and new problems in the current real estate market, always tighten the string of real estate regulation and control ", and put forward "housing not speculation "," housing not stimulating "," prevent the flow of funds into the real estate market "," play the role of fiscal and taxation policy" and other means.

 But overall can see, property market policy is a word ——" steady ".

 In the inner cycle, not only the consumer end of the pull but also the industrial end. Real estate, as an important industry, is also very important for the driving role of the industrial chain.

 After all, the real estate industry is not a simple small industry, itself is a complex combination, construction projects led to the employment of migrant workers, land income led to local income, building materials supply and led to the development of related industries. Led a large number of job opportunities, but also produced a certain distribution of wealth.

 Lian Ping, chief economist and director of the research institute, pointed out that the inner cycle of real estate will play a more supportive role, first of all, because the real estate industry has a very important role in the development of the inner cycle. The future contribution of the real estate industry to GDP is obvious. The real estate industry has a great pull on consumption and investment, and the driving effect on other industries is also very obvious.

 According to estimates, usually real estate GDP for each additional unit can pull industry 0.4 units, financial industry 0.2 units, wholesale and retail 0.1 units.

 Secondly, new urbanization gives birth to new opportunities in the real estate market. In the next decade, the construction of the new urbanization is crucial to China's economic development. The future development of urban agglomeration and metropolitan area is relatively large, which will inevitably lead to greater demand growth in these regions, including real estate demand.

   Therefore, on the whole, real estate must restrain overheating, but not too cold; house prices must be reduced to a moderate level, so as to play its role in promoting and inhibiting the negative impact of its drag on the internal cycle.