| China's chip industry to get rid of monopoly has risen to national strategy 2022-06-01 |
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Recently, the National Development and Reform Commission's investigation into Qualcomm's chip monopoly and the fact that China's chip imports exceed oil has drawn attention. The author learned from the communication with several mobile phone manufacturers in the country that China has indeed paid a high cost for chips. According to reports, because Qualcomm monopolizes high-end chips with more than 4 cores, for a mobile phone costing $300, Qualcomm will take about $70. This includes chip fees and royalties. This year, the shipments of several major domestic mobile phone manufacturers such as Huawei, TCL, and ZTE are among the top six in the world, but the profit situation is not optimistic. Just imagine, if China could produce high-end chips by itself, would it still be so bleak? In fact, as early as 2011, China's chip imports exceeded that of oil. Some time ago, when we paid attention to the Beidou navigation industry, we also found that the chip problem has seriously restricted the development of the Beidou navigation industry. Because no integrated chip has been developed, it is difficult to promote the handheld Beidou navigation system, and Beidou navigation is at risk of being replaced by European Galileo. In order to solve this problem, the relevant parties plan to invest hundreds of millions of yuan to support the research and development of Beidou chips. However, at present, several domestic Beidou chip manufacturers are not confident enough to catch up with Qualcomm. The reason is that the domestic technology is more than one generation behind the international standards such as Qualcomm. If we do not introduce international level R&D personnel, it will be difficult to catch up with our own strength. One of the things that executives in the consumer electronics industry often talk about when they get together is the rise of Samsung, and one thing we all know for sure is that Samsung will do whatever it takes to master advanced technology. At that time, Samsung sent planes to Japan every weekend to pick up engineers there to work for them, or directly go to Japan to poach workers at three times or even higher wages. Judging from the slow development of China's chip industry such as Loongson, Samsung's approach is worth learning from.
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