After China took measures against Micron, the US chip giant, it has caused a huge shock to the US chip industry. Many US chip companies have expressed their goodwill to China. Big names in the tech industry delivered a huge shock.
In less than two days after Musk’s visit to China, he quickly won the enthusiastic support of investors, driving Tesla’s stock price to rise by as much as 20%, and Musk became the richest man in the world again. This shows that investors are interested in the results of Musk’s visit to China. Looking forward to it, this is also inseparable from Tesla's previous achievements in the Chinese market.
In 2018, Tesla solved the production capacity hell and reached the bottleneck of development. In 2019, Tesla set up a factory in Shanghai. In 2020, Tesla's sales in the Chinese market nearly tripled. In the same year, Tesla sold in markets outside China. Automobiles only grew by about 7%. It can be seen that entering the Chinese market has opened up new growth space for Tesla.
In 2021, the Shanghai factory will give full play to its ultra-low cost advantage. The Model 3 produced will be exported to the European and Japanese markets, which will further drive the growth of Tesla's car sales. The proportion has reached 54%, which shows the huge benefits that the Chinese market and Chinese manufacturing have brought to Tesla.
In contrast, Micron, which was subject to a security review by China, saw its first-quarter revenue cut in half, and its net profit was a huge loss of US$2.3 billion. Compared with its revenue of less than US$4 billion, it can be said that Micron is almost close to bankruptcy at this time. The reason Micron is in such a predicament is that it is losing the Chinese market.
China is the world's largest chip purchasing country, purchasing nearly 70% of the world's chips. It can be said that which chip company loses the Chinese market, which means that the chip company loses a large proportion of its revenue. Chip companies such as Micron that lose the Chinese market Getting into trouble is inevitable.
The United States, however, completely ignores this reality and continues to increase restrictions on the supply of chips to China, which has led to a dilemma for American chips. The actions of the United States have not only dealt a blow to American chip companies, but also to the chip equipment industry. Recently, the three major chip equipment in the United States Among materials companies, Applied Materials announced its performance showing an increase of only 2.5%, and Kelei even experienced a decline of 4.5%, showing that the impact of US practices on US chips has further expanded.
In contrast, the U.S. approach has not only promoted the development of China's chips, broken many gaps in the chip industry, but also provided opportunities for China's chip equipment industry. The results announced by many chip equipment companies in China have shown that they have doubled their growth. The growth rates of NAURA and China Microelectronics have almost doubled, showing that domestic chip equipment is rapidly replacing imported equipment.
It can be expected that with the improvement of the domestic chip production system, and even the establishment of a completely independent system, the losses suffered by American chips will only be greater. Now more and more people in the American industry have recognized this point. Intel, NVIDIA, Synopsys and others have customized related products for the Chinese market, and bypassing the chip rules of the United States reflects their clear understanding.
Bill Gates, the richest man in the United States, has always emphasized that the United States cannot stop China from developing advanced chips, but will only cause huge losses to American chips; recently, NVIDIA CEO Jensen Huang also expressed a similar view. Huang Renxun made great achievements during Musk's visit to China It is said that he also intends to visit China and hopes to strengthen cooperation with many Internet companies in China, because these Internet companies are purchasing a large number of GPU chips from NVIDIA. NVIDIA hopes that these Chinese companies will purchase more GPU chips to boost NVIDIA's performance. , The practice of the US technology industry may allow the United States to recognize the reality.