The chip ban imposed by the United States on Huawei has led to dramatic changes in the global semiconductor industry. China is one of the important markets for the global semiconductor industry, and the chip ban also means the withdrawal of American technology from the Chinese market.
It is reported that the United States issued a chip ban on Chinese companies this year, which will prevent the semiconductor industry and industrial chain links containing American technology from serving the Chinese market. And China’s huge demand for chips every year makes more foreign companies target this “fat meat”.
According to media news, the global lithography giant ASML recently announced that it will accelerate the market promotion in China and the establishment of related research institutions. There is no doubt that ASML sees the decoupling of technology between the United States and China, and wants to get a share of the pie in the stage of China’s semiconductor industry taking off.
According to foreign media reports, Infineon, a semiconductor giant from Germany, has also targeted the Chinese market as one of the focuses of its future development. According to the remarks released by its CEO: the core intellectual property rights of the company are registered in Germany, Australia and other countries and regions, which ensures that the company has 100% control over the corresponding technology.
In other words, only a small part of the chip products that the company is involved in is restricted by the US chip ban.
According to the data given by the industry chain, China’s chip imports will still reach a scale of 300 billion US dollars in 2020. After such a huge market is “decoupled” from the United States, it has become the target of industry competitors.
It is worth mentioning that Qualcomm has previously warned the United States that the chip ban will cost it more than 8 billion US dollars, and the lost market will be divided up by its overseas competitors.
For now, Qualcomm’s concerns are becoming a reality.
The International Semiconductor Association has also stated that the US chip ban against Huawei will make overseas customers less confident in US companies.
Once the Chinese market connects with non-U.S. technologies, it will help the global semiconductor industry chain accelerate the “disengagement” from the United States.
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