Is it true that a lot of HiSilicon staff moved to Unisoc? If that's true then China might get a real competitor for MediaTek and Qualcomm.
This might hurt the US silicon industry more than Huawei ever did.
Chinese semiconductor industry
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Is it true that a lot of HiSilicon staff moved to Unisoc? If that's true then China might get a real competitor for MediaTek and Qualcomm.
This might hurt the US silicon industry more than Huawei ever did.
broadsword
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China has already reached vertical integration of the supply chain of solar module manufacturing for quite some time. I think there are at least two companies. Longi is one.
Edit: Jinko, Solargiga, JA Solar also
Edit: Jinko, Solargiga, JA Solar also
I'm sure it's been done somewhere in a lab at a university in China. This is somewhat similar to producing single crystal turbine blades. The main bottleneck is figuring out a high yield production process.
I found this talk by Prof.沈. Eerily similar in context to what you post.
- China's market will outgrow US' in sheer size and be the eventual consuner market for the world. This is also the main aim for the newly announced "dual-circulation" strategy, a brainchild of Liu He.
- Few companies and nations will be able to carry out US' demand for them to cut off business relation with China because there is simply no alternative to China, both as a production base and a market.
- What the US essentially seek is to cut engagement temporarily in hope of reengaging that put US in control of Chinese economy. Same as your game of chicken theory.
- China identies that, so from now on for every tech supplies US cut Chinese access to, China will cut out their market access and replace them with home grown supply chain Permanently.
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That article sounds interesting. I hope their expansion plans were done as intended. The wafers might still not be adequate for top notch chip production (which is more demanding than solar cells) but at least if the industry is there it will just be a matter of expansion and improving quality control not starting it from scratch.
Chinese domestic GDP per capita needs to drastic by quite a bit for dual circulation to succeed.
Don't expect Chinese GDP per capita to ever get near G8 nation levels if the US sanctions China. Nor is GDP per capita in USD that important of a metric. The US controls the USD so comparing against it on that metric is fruitless. If it's GDP in PPP then it makes more sense.
Indeed, It means the Chinese consumer market will be a substantial engine of growth for both China's internal development(be it local tech sectors etc) and the external companies(no matter their goods being produced outside or in China). What China has is the time to work all her strategies out.
1. By maintaining healthy growth figure for the already competitive(by world standard) coastal provinces.
2. State investment to specifically eliminate poverty(not extreme poverty since those are mainly solved by 2020), especially so in the inland/Western side of China. Doing so will meant the start of unleashing the real untapped potential of China's consumer market.
3. Pushing on with the Land Silk Route of BRI to strengthen economic trade link with Eurasia through Chengdu and Xinjiang being crucial to Point No. 2
4. Ensure key nations participate in the development of initiatves under BRI is running smoothly, like Chongqing Initiative done with Singapore to further liberazte trade with South East Asia.
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