Some people have been advocating "integration into the international mainstream", forming "you have me, I have you", the landscape of each other, but in fact, "integrating international mainstream" and "eating soil after foreign people" There is no essential difference.
In fact, we work to the Western leading industrial chain. East Asian big country is a strong correlation between foreign countries, such as chips, such as photolithography, must buy from Western countries, from the better African-Lean countries that are not purchased with these high-tech products. However, the West's dependence on East Asian countries is weak, low-end manufacturing industrial products, Western countries can buy from India, Vietnam, Malaysia, Indonesia and other South Asia, Southeast Asian countries. As for the machine tools of "Mid-End", this type of industry, the high-end market in this country is occupied by foreign brands, most of the local brands are competitive in the medium and low-end markets and foreign-funded brands, and basically does not have the ability to enter the European and American high-end markets.
Some analysts believe that the US does not dare to cut off the H supply chain. Because once cutting off the supply chain, the performance of North American big chip companies will decline sharply, not only cause huge damage to the US, but also affects the European manufacturers of Europe, which will even cause global rebound.
This view has a certain reason, but very sided, it is a static look, not dialective.
First of all, it is clear that the global market does not exist in the existence of a company, and it does not disappear with a company.
For example, L company occupies a huge market share in the global PC market, but the global PC market exists, not because L company exists, if l companies can't buy the chip of North America, l companies will fall into the supply chain Dizarns, Intel, AMD, and NVIDA will lose their orders from L companies in the short term, but because of the global PC market, this market size is determined by the number of consumers around the world, and will not be because there is L company company. More, or less.
Therefore, after L Company can't buy the North American big country chip, the result is the market that is originally l company, replaced by HP, Dell, ASUS, ASUS, Samsung and other companies.
Then, Hewlett-Packard, Dell, ASUS, Acer, Samsung and other companies will add orders to Intel, AMD, and Ying Weida and other companies.
Due to the total number of global PC markets, sanctions L companies will only lead to short-term performance of Intel, AMD, and Ying Weida and other companies, but after a cycle, accompanied by HP, Dell, ASUS, ASU, Samsung and other companies append order performance recovery .
The same truth, the size of the mobile phone market and the consumer demand for mobile phones are objective, and will not increase because of the existence of H companies, and will not decrease because of the disappearance of H. After the Northern American Big Division H Company, the short-term North American chip company will decline.
Since the consumer's demand for smartphones is objective, it will not be a new mobile phone because there is no H company. Therefore, when the H Company chip supply chain breaks, it will only lead to erosion of the original market, OPPO, Vivo, Samsung, Apple and other brands. With the increase in mobile phone sales, then these companies will add orders to North American big chip After a cycle, North American big country chip company performance will inevitably rebound.
The base station is also similar. The total number of 5G base stations in the global market is there, and after being sanctions, the market share that belongs to H is invaded by Nokia, Ericsson, Z, Datang, Samsung and other companies, and then due to the sales volume of the base station, everyone competes to the North American big country Chip company adds orders. North American big chip companies will only encounter short-term performance and loss, and the long-term influence is not big.
It can be said that "integration into the international mainstream" just lets East Asian big country to do downstream of the North American big country, in the field of ICT, East Asian big country's demand for North American companies is strong, and North American companies are weak dependence on East Asian companies. On the whole machine, North American Grade Technology Company can find a large number of alternatives from Taiwan, South Korea, and East Asia, but it is difficult to find chip suppliers or alternatives other than North American big countries and their harden friends.
In this case, the so-called "you have me in you" is a Q style comfort. Some enterprises advocate "You have me in me", not to give yourself "and eat soil after foreign people." "make excuse.
Fortunately, my country's domestic market is broad, there is enough soil and space to make local companies thrive. Funds, talents, markets, etc. are all available, and there is a capacity to achieve internal circulation. This is a condition that European countries, Japan, South Korea and other countries. At this time, it is time to return to the independent, self-reliance, and the other stove and the foreigners grabbowl.
Responsible Editor: PJ, Reading
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