Why did ZTE collapse when it was hit?

On April 16 local time, the US Department of Commerce ordered that American companies be prohibited from exporting telecom components to ZTE for seven years.

Maybe many people don't understand what this concept is, so the author makes it clear here. ZTE was stabbed in the heart with a sharp knife, which was a dead robbery!

The chip of the product is foreign, and the Android system is not authorized by Google. Being banned 1 year is almost over, and nothing can be done. It is now banned for seven years.

What should I do with the order I received? What should I do if I can't receive the order in the future? What if I can't do anything after receiving the order?

Just today, ZTE suspended trading urgently, but it can be expected that the floor that the stock market should eat can't run away.

Want to live? Perhaps switching to real estate, or doing medicine and health care products, or making wine announcements, the stock market confidence exploded and the stock price soared. Of course, I'm just telling a joke.

This ZTE incident really sounded the alarm. Wake up from the dream of going to China. What is the core competitiveness of a country?

10 years ago, real estate began to be hot, and the smartest people went to the real estate industry, and the most money was invested in the real estate market;

Five years ago, with the advent of the Internet era and the arrival of the mobile payment era, the smartest people sharpened their heads and drilled into the financial industry, drilled into the Internet industry, and threw a lot of money into the Internet industry;

All the above are empty. Industrial base, semiconductor industry and high technology are the core competitiveness of a country!

Over the years, we have produced live broadcasts, short videos and various forms of entertainment, kidnapping high-priced houses in more than half of society? But we just didn't hit a China "core" comparable to foreign chips!

Now there are bad consequences. ZTE, the first high-tech company, is a fragile paper tiger after being pinched by the chip supply!

You may have many questions, and the author will tell you bit by bit here.

Can't we make our own chips at home?

Some people may have such a question. Now the situation is this: We can do it, but we dare not use it ourselves.

The production process of the chip is divided into design, tape production and packaging test.

Design is a very complicated process, including a series of processes, but all the processes are inseparable from one thing-EDA tools. At present, there are three major EDA manufacturers in the world, all of which are American companies, and domestic 100% companies use their products.

Streamer production needs OEM, and OEM needs a crucial thing called "mask aligner". It's a pity that mask aligner is made by European and American companies. We don't have it, so we can't make it.

The packaging test is not bad. We have changdian technology and huatian technology in China, which can still be used.

So take a look, we are all stuck in the three major steps of producing chips.

Didn't the media report that Huawei and SMIC both made their own chips? Can't China's "core" be independent?

Independent? Didn't even touch the threshold!

As reported by many media, Huawei has developed its own chips, which makes many people think that China can make its own chips. But they didn't tell people that Huawei's chips must be made by TSMC, a Taiwan Province company.

Many media reported that SMIC mass-produced 28nm chips; But they didn't tell people that the rejection rate of SMIC 28nm chips is too high, and the production capacity has not been able to go up;

They won't tell people that foreign countries are ready to mass-produce 7nm chips, separated by one or two generations of technology.

In addition, I want to say that although the high-speed rail is called domestic, is there such a thing as a chip? Who dares to put domestic chips on the high-speed rail, and which domestic company can make chips of this level? The chip of high-speed rail is foreign!

The dilemma faced by the machinery manufacturing industry is actually the same.

There are always people who think that our country can build a high-speed rail and send China to heaven. This ability must be very powerful.

However, high-precision machine tools are still firmly stuck abroad, so that some people in the machinery manufacturing industry sigh: "Without Germany, the domestic machinery industry will be finished in minutes, and nothing high-precision can be done!"

Why can't we make our own high-end chips?

Historical reasons: failed to catch up with the trend of chip development.

Realistic reasons: In recent years, most of the resources have been spent on real estate and the Internet, and the funds have flowed here, and the best talents have also gone here.

We won't talk much about historical reasons. The trend of chip development was decades ago.

Foreign countries have developed chip technology for 50 or 60 years, and we have only developed it for more than 20 years. This is a historical reason, there is no way. We were still worrying about eating at that time.

You can't expect to surpass other people's 60-year technology accumulation in 20 years.

But for practical reasons, the author must mention it here!

What is the real reason?

1. It is difficult, risky and time-consuming to develop chips; Capital is the cleverest. If you don't invest at all, many teams can't do it without money.

In recent years, there are more and more hot money and quick money, such as real estate and Internet. The faster the money comes, the more reluctant the capital is to come to the high-tech industry.

3. Affected by the social atmosphere, many people in this industry can't stay, and they change careers one after another, resulting in a large brain drain; Is IT also possible to write code, go to finance and IT, and buy a house to stay in the chip industry? Hehe, after five years of struggle, I finally reached the starting salary of others!

4. Excellent talents are scarce; Can you think about it? Chip engineers in the microelectronics section of Tsinghua Campus Forum "Shui Mu Tsinghua" unanimously advised their younger brothers and sisters to change careers.

That generation of conscientious old-timers is old, but young people are discouraged by the cruel social reality. How did this industry develop?

Wake up!

Over the years, finance, real estate and the Internet have gathered too many resources.

In particular, the Internet industry, which has the closest relationship with the chip industry, constantly absorbs a large number of talents from here like vampires.

However, the high-tech industry has not got enough resources, which has opened the gap for 50 or 60 years, and in fact it has widened.

China still lags far behind the developed countries in science and technology. Know yourself clearly and do less face-saving work. From top to bottom, we should recognize the reality, catch up and put more precious resources into the field of science and technology.

Instead of wasting it on face engineering and virtual economy!

I hope that the whole country can pay more attention to it, stop being complacent and save some blood for the real economy; Step by step, work hard, lay a solid foundation and catch up.

But I said so much, probably it's no use.

After all, I am also a student of related majors. I transferred to an internet company as soon as I graduated, just to be able to afford a humble abode in Beishangguang in my lifetime.

I still remember that during the recruitment season, there were three enchanting eyes in the school: finance, real estate and the Internet.