The impact of the launch of domestically produced 5G mobile phones is further expanding, which has had a huge impact on the U.S. chip industry. Recently, two U.S. technology companies, NVIDIA and Apple, have shown signs of stock selling, causing stock prices to fall continuously, showing that the U.S. chip industry Not optimistic about the prospects.
NVIDIA was greatly affected. In late August, NVIDIA released record-breaking results, which pushed the stock price to continue to rise. However, in September, NVIDIA founder Huang Jensen cashed out US$43 million, which triggered more investment institutions to follow suit and sell. The gains brought about by rising performance were almost wiped out.
On the surface, NVIDIA has little to do with domestic 5G mobile phones. However, this mobile phone company is a powerful communications company with strong chip design capabilities. It has developed its own AI chip and is said to have the same computing power as NVIDIA. At a higher level, with the breakthrough of domestic chip manufacturing technology, the two may compete in the AI chip market.
For Apple, the impact is direct. The direct competitor of Apple’s iPhone is this domestic 5G mobile phone. In the past ten years, it is the only domestic high-end mobile phone that can compete with Apple. This domestic mobile phone brand once occupied a leading position in the domestic market. With a share of nearly 50% in the high-end mobile phone market, it almost shares the domestic high-end mobile phone market with Apple; in the global high-end mobile phone market, it once achieved a 17% share, forming a three-legged rivalry with Samsung and Apple.
It can be seen that the most direct impact of this domestic mobile phone company's launch of 5G mobile phones is Apple. Apple's share of the domestic high-end mobile phone market may plummet as a result; there is also news recently that certain groups are not allowed to use iPhones in public. , which is more likely to cause Apple to lose another piece of the market, which will lead to U.S. investment institutions' concerns about Apple.
The impact of China's chip industry on Meixin does not end there. The domestic chip companies that have emerged in recent years include more powerful companies. They have gradually shown their ability to pursue American chips, putting increasing pressure on American chips. .
In addition to the research and development of AI chips by this technology company, there are also AI chips developed by Moore Thread, Biren Technology, etc. Recently, it was reported that TSMC has suspended the production of AI chips for Biren Technology due to pressure from NVIDIA. Biren Technology’s AI chips BR100 is equivalent to NVIDIA's chips in some parameters, which makes NVIDIA worry that Biren Technology will seize its market, so it puts pressure on TSMC.
The memory chip industry is even more outstanding. Since last year, domestic memory chips have continued to seize the market, resulting in a decline in the market share of American chips. Micron has almost been squeezed out of the Chinese market. Samsung and SK Hynix's exports to China have plummeted, proving that domestic production Memory chips put huge pressure on them in market competition.
In addition, there are analog chips, radio frequency chips, etc., and domestic 5G mobile phones are products that integrate many domestic chips. It is said that domestic chips account for nearly 90% of this mobile phone. Purely domestic mobile phones are expected to become a reality, which means Domestic chips are working together to form a complete mobile phone industry chain, which has a squeezing effect on American chips.
The impact of domestically produced 5G mobile phones continues to expand, so much so that relevant people in Washington are also discussing the impact of this mobile phone, proving that the measures taken by the United States in recent years have not only failed to prevent China from developing advanced chips, but have accelerated the development of Chinese chips. The research and development process confirms that the United States is shooting itself in the foot. This is a result that the United States did not expect.