Immediately after Huawei’s Mate 60 Pro series of new phones caused a sensation by being “sold before they were released,” Apple held an autumn new product launch conference at its California headquarters on September 13. The latest iPhone 15 smartphone Officially unveiled with the Apple Watch. No matter in the market, media or public opinion, the new machine war between Huawei and Apple is the focus of heated discussion. Observed from another angle, it is actually a symbol that the technological game between China and the United States has penetrated into the competition for public support.
Huawei subverts mainstream Western view of chip wars
With everyone looking forward to it, Huawei finally officially announced on September 14 that its autumn panoramic new product launch conference will be held at 14:30 on September 25. September 25th is an unforgettable day for many Chinese people, and it is even more unforgettable for Huawei. On this day two years ago, Meng Wanzhou, the current rotating chairman of Huawei, was released and took a special flight from Canada back to Shenzhen Bao’an International Airport in China. The scene of her getting off the plane and dressed in red on the tarmac to announce her return to the world made China particularly excited that night.
On the 14th, Huawei also released a short film of less than 30 seconds on Weibo. The scene travels from the surface of the ocean to the deep sea. At the end, a line of subtitles reads: “The greatest resistance gives us the greatest motivation.” It is a new product on the 25th. Press conference to build momentum. The images created by the film all allow the audience to imagine that the United States has launched a technological blockade against Chinese companies represented by Huawei, while China is using its own efforts to break through the blockade and “return to glory.”
On the evening of September 25, 2021, Meng Wanzhou arrived at Shenzhen Baoan International Airport on a Chinese government charter flight. (File picture)
The 7-nanometer 5G chip (also known as the chip) installed in the new Huawei Mate 60 Pro machine has indeed shocked the Western world. Chris Miller, an international history scholar at the Fletcher School of Tufts University in the United States, published the book “Chip War: The Fight for the World’s Most Critical Technology” in 2022, which became popular in academia and public opinion. field, the author recently went to Taiwan to have a conversation with Zhang Zhongmou, the founder of Taiwan Semiconductor Manufacturing Company (TSMC).
Miller made a bold judgment in the book: “The Chinese government has obviously considered that instead of fighting back against the United States, it would be better to accept that Huawei will become a second-rate technology company” (see the traditional Chinese version of Taiwan Tianxia Magazine, page 376). The various technological breakthroughs and emergence of Huawei’s new phones are obviously a “slap in the face” for this American academic star who specializes in “chip wars”. To a certain extent, they are also a substantial subversion of mainstream Western views.
Satellite calling function is far ahead and becomes the biggest advantage
TechInsights, a Canadian semiconductor information analysis company, published an article stating that the Hisilicon chip equipped on Huawei Mate 60 Pro “marks Hisilicon’s return to the competitive 5G smartphone chip stage.” “Although HiSilicon/Huawei have achieved a breakthrough , this is a good sign for the Chinese semiconductor industry, but we must admit that other industries have begun to rapidly shift to new wafer designs manufactured using more advanced 4nm and 3nm processes. Therefore, it is not as advanced as the most advanced manufacturing processes currently on the market. Compared with this, Huawei/HiSilicon still need to continue to catch up.”
On September 12, 2023 local time, at a new product launch conference held at Apple Park in California, USA, Apple CEO Tim Cook showed off the new iPhone 15 Pro. Apple announced the latest iPhone 15 version and other product upgrades at the press conference. (VCG)
TechInsights’ reminder has been confirmed by Apple’s iPhone 15. iPhone 15 Pro/15 Pro Max is built with a new 3-nanometer A17 Pro chip. Officials say A17 Pro is the fastest processor currently on the market. Despite this, the Japanese media “Nihon Keizai Shimbun” analyzed the market’s lukewarm response to the iPhone 15. Reuters said in a slightly mocking tone that the biggest surprise of the iPhone 15 was that “Apple did not increase the price.” CNN believed that Apple switched to Type- The C interface has only symbolic meaning; as for market opinions, most believe that iPhone 15 has “insufficient innovation.”
“Hong Kong 01” reporters made a special trip to Huaqiangbei. Businessmen generally believe that even if the iPhone 15 is launched, Huawei’s new phone may not go away, and prices will remain high for a while. The main reason is that Huawei’s new phone has two advantages in terms of price and satellite call function, especially the latter which is “far ahead” of Apple.
The mainland Internet has also set off a craze for testing satellite phones of Huawei’s new aircraft. Some netizens have tested using Huawei’s new phones to make satellite calls in areas such as Xinjiang’s no-signal pastures when the plane was flying at high altitudes, and the call was shown to be smooth and unobstructed. They said that Huawei The new machine is a “life-saving machine” at critical moments. This move prompted Huawei Device BG CTO Bruce Lee to issue a warning on Weibo: “Recently, some users have used the satellite phone function of Mate 60 Pro to make calls and record videos during the flight of civil aviation aircraft. This is a violation of relevant flight safety regulations. Dear users, please Remember to turn on flight mode during the flight phase and abide by all flight safety regulations.”
The picture shows that on September 12, the United States released the new iPhone 15 series. The new iPhone finally abandoned its own Lightning and officially switched to USB Type-C. (REUTERS)
Huawei’s new phones impact Apple’s existing market in China
The fever for Huawei’s new phones is still difficult to subside. One of the reasons is that good news is spreading frequently. On September 13, Huawei and Xiaomi announced a global patent cross-licensing agreement, which covers communication technologies including 5G. Some Huawei supply chain companies have already felt the market rebound and expect Huawei’s shipments to continue to increase to boost the market. TechInsights predicts that Huawei’s overall smartphone shipments this year (2023) are expected to reach 35 million units, a year-on-year increase of 36%. By the end of 2023, Mate 60 Pro shipments in China are expected to exceed 1 million units; Tian Feng International Securities analyst Ming-Chi Kuo has updated estimates that Huawei’s mobile phone shipments are expected to reach 60 million units in 2024.
Huawei and Xiaomi have reached a global patent cross-licensing agreement. (VCG)
Comparing the prices of Huawei and Apple’s new phones, Singapore’s Lianhe Zaobao commented that some US media quoted unnamed insiders as saying that officials from China’s central government agencies have been banned from using iPhones and other foreign brand equipment. As soon as the news came out, Apple’s stock price fell for two days in a row, and its market value evaporated by US$200 billion. The article also quoted a senior analyst from the investment company Oppenheimer as estimating that due to the impact of the Mate 60 Pro, Apple’s iPhone shipments in 2024 may be reduced by 10 million units, equivalent to the number of iPhones in 2022 (2022) 4.5% of total annual shipments.
However, the Ministry of Foreign Affairs has responded to foreign media rumors that the Chinese government will ban iPhones. Spokesperson Mao Ning said that it has noticed some security problems with Apple phones, but “China has not banned the purchase or use of foreign brands including iPhones and American iPhones.” Mobile phone laws, regulations or directives.” Mao Ning also pointed out that China hopes that all companies operating in China will strictly abide by China’s data security regulations.
The technological competition between China and the United States has entered a stage of change in public sentiment
Huawei’s brilliance and Apple’s bleakness may be regarded as a phased result of the Sino-US technology war. Former Taiwan Economic Minister Yin Qiming published a new book “Chip Showdown”. In the book, he pointed out from Taiwan’s perspective that the U.S. semiconductor industry is heading toward “resistance to China and preservation of the United States,” but “both paths eventually lead to dead ends.” He analyzed that the U.S.’s anti-blockade can only delay the development of mainland semiconductors, but cannot prevent its progress. A comprehensive blockade will only prompt the mainland to increase its efforts to promote technological breakthroughs and development. Judging from the technical highlights of Huawei’s new phones, Yin Qiming’s prediction is spot on.
Taiwan Economic Affairs Minister Yin Qiming (pictured) pointed out in the new book “Chip Showdown” that the United States’ comprehensive blockade of the development of mainland China’s semiconductor industry will only prompt the mainland to increase its efforts to promote technological breakthroughs and development. (Provided by Yuan Yuan Tianxia Culture)
The chip war behind the showdown between Huawei and Apple’s new phones was explained by the WeChat public account “Popular Science China”. From the perspective of ordinary users, including analysis of usage habits, photo album classification, taking photos and watching videos, etc., it all shows that we need more and more more advanced chip manufacturing processes and pay for such expensive technology. The author optimistically stated that although China’s domestic chips are not yet comparable to the strongest chips, they have achieved good performance. “Perhaps in a few years, advanced chips will no longer be a problem.”
Apple and Huawei have held new product launch conferences one after another. I believe that related topics will definitely continue for a long time. “Hong Kong 01” has always paid attention to China’s technological progress in the Sino-US technological game. Recently, Zhang Junkai, the chief reporter in Taiwan, accepted an exclusive interview with Shi Dong, the host of the American Chinese online program “Eight Directions Talk”, and mentioned that the Sino-US technological war has entered a new stage. At this stage, users’ choice of mobile phones from Huawei, Apple or other brands means a change in public sentiment. Is the technological battle between China and the United States coming to an end? Perhaps we have already seen some signs of the new machine war between Huawei and Apple.
2023-09-16 01:00:15
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