Deep concern: Facing the blockade and suppressing Chinese companies to move forward and seek breakthroughs

Facing the blockade and suppressing Chinese companies to move forward and seek breakthroughs

Huawei breaks out

　　Our reporter Han Yadong Guan Xiaopu

　　After two years, the Mate series, the representative of Huawei's high-end models, has finally ushered in an update.

　　Only 1% of very low power can make calls, Beidou satellite communication can be used in the case of no signal, and the first anti-drop glass can make the mobile phone not afraid of falling... Recently, at the Huawei Mate 50 series conference, which was watched by over 10 million people, Huawei has brought a number of leading "black technologies".

Due to well-known reasons, Huawei has become one of the very few manufacturers that will release 4G flagship mobile phones in 2022, but this does not affect the attention of all walks of life to this mobile phone.

　　For a period of time, the United States has increasingly used national power and various unconventional means to contain the rise of China's science and technology and maintain the United States' technological hegemony.

The blockade and suppression of Huawei embodies the storms that Chinese companies have to face on the road to becoming bigger and stronger.

The United States curbs the trend of international competition reflected by Huawei, which in turn requires Chinese companies to dare to use international rules to fight.

Facing the future, we must adhere to the combination of active action and forced drive, and make every effort to do a good job in scientific and technological innovation, which is a major event related to the rise and fall of the national fortune.

Forging ahead under adversity, Huawei launched Mate 50 to sound the horn to regain high-end market share

　　Huawei is a private technology company that produces and sells telecommunications equipment. Huawei's mobile phone is one of its three core businesses and is part of Huawei's consumer business.

　　In 2003, Huawei began to expand into the field of mobile communications.

In the early days, Huawei mobile phones mainly provided supporting services for Huawei technology systems.

In 2010, two mergers and acquisitions of Huawei's acquisition of US assets aborted, and the telecommunications industry faced an industry ceiling.

As a B2B company, Huawei decided to transform and enter the B2C field.

Soon, Huawei clearly proposed the "cloud-pipe-device" development strategy.

In 2014, the Mate7 mobile phone sold well and became an iconic product among domestic high-end mobile phones, thus laying the foundation for Huawei's high-end mobile phone brand.

　　Zhong Xinlong, senior consultant of CCID Think Tank Information Technology and Software Industry Research Institute, told reporters that based on factors such as pricing strategy, commercial marketing, product focus, and brand image, first-tier mobile phone manufacturers will hatch a certain degree of differentiation in the long-term market development. The sub-brands usually focus more on the mid-to-low-end mobile phone market line, while the parent brand focuses on the high-end flagship line, such as Xiaomi's sub-brand Redmi, vivo's sub-brand IQOO, and OPPO's sub-brand realme.

　　In December 2013, Huawei adopted a dual-brand strategy: splitting out the Honor brand and targeting the mid-to-low-end market.

In June 2014, Huawei Honor released the world's first eight-core 4G Cat6 mobile phone Honor 6 flagship new product, which attracted attention.

In 2017, Honor mobile phone topped the top 1 Chinese Internet mobile phone brand with sales of 49.68 million units and sales of 71.6 billion yuan.

　　After years of development, Huawei has gradually grown into the world's third-largest smartphone manufacturer, close to Apple and Samsung.

In the first half of 2020, in the domestic smartphone market above $600, Huawei slightly surpassed Apple with a 44.1% share.

　　From May 2019 to August 2020, the United States imposed multiple rounds of sanctions on Huawei, resulting in no high-end chip supply after September 15, 2020.

Under the crisis of core shortage, Huawei's mobile phone business revenue declined, and it was forced to "survive with broken arms" in November 2020 and sell Glory.

　　"In the case of limited supply of chips, Huawei can only resort to self-help by breaking its arm and package and sell part of its business. Generally speaking, when large companies face severe crises, they will consider splitting. Huawei's split is a A choice that has to be made." Zhong Xinlong said.

　　After the sale, Huawei no longer holds any shares in the new Honor Company, and Honor products have been removed from the online Huawei Mall and offline Huawei stores.

The supply chain of the new Honor has been fully restored, and the past suppliers of Honor, including Qualcomm, Microsoft, Samsung, Intel, MediaTek, AMD, etc., have completed the signing of new supply agreements and fully resumed cooperation.

　　"Under the current constraints, after two years of hard work, Huawei has handed over a new answer sheet." Zhong Xinlong said that the development of the company may be affected by some external factors, but this does not mean that it will stop.

In the face of adversity, companies should do their best and strive to be the best, and Huawei has been forging ahead.

　　Zhong Xinlong believes that the current launch of the Mate 50 is just a clarion call to regain its high-end market share. In order for Huawei to regain its high-end market share, more practical innovations and leading technological breakthroughs are needed.

The blockade by the United States has brought pains to the development of my country's high-tech industry, but it is also accelerating the process of independent innovation and domestic substitution

　　"There is no way out is the way to victory." This is the theme of the inaugural meeting of the formation of the Huawei Legion on October 29, 2021.

　　On May 15, 2020 local time, the U.S. Department of Commerce announced that it plans to upgrade the control measures against Huawei. As long as foreign companies use U.S. technology, software, equipment, etc. to produce chips for Huawei, they will also be controlled and must first obtain approval from the United States.

A year ago, the U.S. placed Huawei on its "entity list" of export controls.

　　Huawei Shenzhen headquarters, there is a profound picture.

In the center of the screen, a bullet-riddled fighter jet is soaring in the air, with a large line of characters printed below it: "No scars, no rough skin. Heroes have suffered since ancient times."

　　In the opinion of Huawei founder Ren Zhengfei, Huawei, which is suppressed by the United States, is like this returning plane, "flying and repairing at the same time, trying to be able to fly back."

Because of the preparations in advance, he was certain that the engine and fuel tank of the plane were still good.

　　"Many years ago, in a light season, the company made the assumption of extreme survival. It is expected that one day, all advanced chips and technologies in the United States will not be available, and Huawei will continue to serve customers." May 2019 At 2:00 a.m. on the 17th, He Tingbo, President of Huawei HiSilicon, wrote in an open letter to employees: "For this assumption that it will never happen, thousands of HiSilicon children embarked on the most tragic Long March in the history of science and technology. The survival of the company creates a 'spare tire'."

　　Huawei was forced into a corner, and the "spare tire" turned "positive" overnight.

He Tingbo said that in the future, there will not be another ten years of building a "spare tire" and then changing the tire. The buffer zone has disappeared, and every new product will have to synchronize with the plan of "technical independence".

　　From the establishment of the ASIC design center in 1991, the establishment of HiSilicon in 2004, and the planning of its own operating system "Hongmeng" in 2012, Huawei has been building its own "Noah's Ark" to ensure supply chain security.

In the past ten years, a considerable part of the research fund of over 800 billion yuan has been invested in "spare tire" technology.

The term "spare tire" has therefore been given a new meaning, referring to autonomous technologies that can replace external supplies and ensure normal operation at critical moments.

　　For a long time, Huawei's server chip business has been monopolized by Western manufacturers such as Intel.

After the supply was cut off, Huawei quickly began to mass-produce self-developed Kunpeng chips to fill the positions, which ensured the development of Huawei Cloud and other businesses.

　　"Although the blockade and suppression of the United States has brought pains to the development of my country's high-tech industry, my country's independent innovation seems to have a long way to go, but the future is bright. The blockade and suppression will only accelerate the process of independent innovation and domestic substitution." Chinese Academy of Social Sciences Industrial Economics Liu Jianli, a researcher at the research institute, analyzed that if foreign products are always available, companies will generally not take the initiative to make domestic substitutions unless they have to.

If the United States wants to cut off supply and decoupling, domestic manufacturers will inevitably come up, and chip manufacturers and equipment manufacturers will have development opportunities.

　　"It needs to be pointed out that our independent innovation is innovation in an open environment, and it is by no means closed doors to make breakthroughs. Throughout the history of human science, open communication is the key path to explore the frontiers of science, and creating technological fragmentation will only hinder global science and technology. Progress." Liu Jianli said.

The operation and management of transnational supply chains is no longer a purely commercial issue. Enterprises must learn how to better participate in international competition under the new situation after they become bigger and stronger.

　　"The U.S.'s containment of Huawei's 5G reflects the impact of China's rise on the U.S.'s dominance in formulating international rules." Yan Xuetong, dean of the Institute of International Relations at Tsinghua University, wrote in an article that in recent years, the technological gap between China and the United States has been narrowing. , and even surpass the United States in some areas.

This inevitably makes the United States worry that China will surpass the United States in technological innovation, because China's innovation capability surpassing that of the United States means that China's comprehensive national strength will surpass that of the United States.

　　"The reason why some Chinese companies are targeted by the U.S. authorities is precisely because they have developed fast enough and good enough. This is a problem that China will inevitably encounter after its development. When companies become bigger and stronger, they must learn from actual combat. How to better participate in international competition under the new situation." Jin Pei, a member of the Chinese Academy of Social Sciences, told reporters.

　　In the face of the "tech war" launched by the United States against China, we must dare to use international rules to safeguard national sovereignty, security and development interests, and safeguard the legitimate rights and interests of Chinese enterprises.

　　On August 28, 2020, the Ministry of Commerce and the Ministry of Science and Technology adjusted and released the "China's Catalogue of Technologies Prohibited from Exports and Restricted from Exports", adding 23 technology items that are restricted from export, especially in response to the US's planned acquisition of TikTok, which restricted the export of some information technology .

In June 2021, the "Anti-Foreign Sanctions Law of the People's Republic of China" was promulgated and implemented, focusing on anti-sanctions, anti-interference, and anti-long-arm jurisdiction, etc., to enrich the legal "toolbox" for dealing with challenges and preventing risks.

　　"In the era of increasingly intensified strategic competition among major powers, the operation and management of transnational supply chains is no longer a purely commercial issue, but a major issue of international political economy. Sellers hold productive power on the supply side, while buyers We have consumption power on the demand side. We can completely use the desire of relevant companies on the upstream side of the supply side for the Chinese market to hedge against the seller’s power in the United States.” said Li Wei, a professor at the School of International Relations at Renmin University of China.

　　Recently, the U.S. government proposed to form a "chip quadrilateral alliance" to curb the development of the semiconductor industry in mainland China.

But the South Korean government has doubts about this and believes that the US proposal cannot be fully accepted.

Because Korean companies have key facilities in mainland China, which is the world's largest semiconductor market.

　　Li Wei analyzed that although the United States has exerted enormous pressure on Huawei on both the supply and demand sides of the information and communication technology industry, with the rise of China's economy, China's technological countermeasures and market countermeasures have become increasingly powerful, especially China has grown into a huge buyer, and the interests of the U.S. business community are bound to suffer huge losses due to the “tech war” launched by the United States, and they will put pressure on the U.S. authorities to avoid the government’s willful actions that have catastrophic damage to the entire supply chain system .

　　The U.S. government's cutoff of Huawei's supply has aroused many domestic opposition.

As one of Huawei's core suppliers, US company Qualcomm has been lobbying the US government to lift restrictions on Huawei's chip sales.

According to research by Boston Consulting Group, in the long run, if the United States completely bans the sale of chips to Chinese customers such as Huawei, this complete decoupling will reduce the revenue of US chip manufacturers by 37% and reduce their global market share by 18%. Significant adverse impact on U.S. global semiconductor leadership.

　　Liu Jianli analyzed that the United States has imposed restrictions on Qualcomm and other companies to enter the Chinese market, which means that the competitiveness of these companies has been damaged, which just provides opportunities for Chinese companies to enter the relevant supply chain system and develop themselves.

This situation has emerged in many fields.

The more complex the external environment, the more it can inspire the Chinese people's fighting spirit to unite as one and overcome difficulties

　　The history of scientific and technological progress in New China is a history of self-reliance and self-improvement.

For more than 70 years, in the face of blockade and suppression, my country has always pursued the policy of independence, self-reliance, independent innovation, and self-reliance, and has continuously broken through containment and containment. Many major achievements such as two bombs and one satellite, manned spaceflight, and early warning aircraft have been forced out. of.

Nie Rongzhen, who served as the leader of the Central Science Team, pointed out when reviewing China's experience in scientific and technological development: "The first one is self-reliance. Our policy of self-reliance should be said to be forced out, which is a good thing."

　　"Faced with external technological blockade and suppression, the confidence and will of the Chinese people to develop science and technology has never wavered. The more complex the external environment, the more will it inspire the Chinese people to unite and overcome difficulties." Liu Jianli said.

　　Shield machine, used in subway, railway, water conservancy and other infrastructure and energy fields, is known as the "king of construction machinery".

In the 1840s, the shield construction method and its excavation equipment were born in the West, and then developed and matured in Germany, France, the United States and Japan and other countries.

In the 1960s, my country also tried to independently develop excavation equipment, but due to factors such as weak basic industries and lack of talent teams, localization work has been stagnant for a long time.

In the late 1980s, with the large-scale launch of subway construction in Beijing, Shanghai, Guangzhou and other places, foreign excavation equipment and tunnel construction technology continued to flow into my country, and the problem of being controlled by people became more and more prominent.

　　"The shield machine represents the technical level of a country's high-end equipment and is at the core of the underground engineering industry chain." Zhang Shuikun, vice president of the Roadheader Research and Design Institute of CRCC, told reporters that CRCC, through continuous independent innovation, has used it for more than ten years. Time broke the foreign monopoly and became the global industry leader.

At present, the domestic brand shield machine represented by CRCC has occupied two-thirds of the global market share, and the shield machine has changed from a "money printing machine" for foreigners to a "competitive machine" for the Chinese.

　　Five-axis CNC machine tool, an important tool for my country to build an industrial power, is called "the heavy weapon of a great country".

　　"The main contribution of Guangyang Group to my country's high-end CNC machine tool industry can be summarized as 'independent and controllable, replacing imports'." Yu Dehai, chairman of Dalian Guangyang Technology Group, introduced that as the only five-axis linkage CNC system in China that only supports domestic CNC systems As a machine tool manufacturing enterprise, Koyo Group has mastered independent intellectual property rights and manufacturing capabilities from high-end five-axis CNC machine tools to key components of machine tools, and can design, manufacture and sell various high-end five-axis machine tools and their key components independently and without restrictions. component products.

　　"We survived the blockade and suppression little by little." Looking back on the independent innovation process of enterprises, Yu Dehai said that 20 years ago, they needed to buy two CNC machine tools, but domestic enterprises had no ability to produce, so they had to choose to buy a certain CNC machine tool. Imported products from developed countries.

Unexpectedly, the premise of the other party selling machine tools is that they must accept an additional clause: the installation location, usage, and processing objects of imported machine tools are limited by them, and any changes must be approved by them. Once we move the machine tool, it will be automatically locked. Die, become scrap metal.

It was this "humiliation" experience that forced the way for innovation to break through.

　　"Today, we are closer, more confident and capable of realizing the goal of the great rejuvenation of the Chinese nation than at any time in history. The realization of the dream of becoming a powerful country through science and technology is the general trend, and no suppression can stop the pace of China's technological development and progress." Liu Jianli analyzed, social The institutional advantages of the new national system under the condition of a socialist market economy, the solid material and technological foundation brought about by the continuous rise of economic strength, the huge market capacity that is conducive to the rapid iteration of new technologies, the talent team that is constantly improving in scale and quality, and the research and development of market players. Ability, all provide a solid foundation for our efforts to achieve scientific and technological self-reliance and self-improvement.

　　Breaking through the blockade, innovating independently, shifting from habitual following to pioneering leadership, and realizing more "from 0 to 1", we will surely make continuous progress towards the goal of building a world power in science and technology.