Immediately after the sensation caused by Huawei's Mate 60 Pro series of new machines "not released for sale", Apple held an autumn new product conference at its California headquarters on September 9, and the latest iPhone 13 smartphone and Apple Watch were officially unveiled. Whether in the market, media or public opinion, Huawei's PK Apple's new machine war is the focus of heated discussion. Looking at it from another angle, it is actually a symbol that the Sino-US science and technology game has penetrated into the level of popular competition.
Huawei subverts the mainstream Western view of chip wars
Under the eyes of everyone, Huawei finally officially announced on September 9 that its autumn panorama new product launch conference will be held at 14:9 on September 25. September 14 is a memorable day for many Chinese, and even more memorable for Huawei. On this day two years ago, Meng Wanzhou, the current rotating chairman of Huawei, was released and took a special plane from Canada back to China's Shenzhen Bao'an International Airport. The image of her getting off the plane and announcing her return to the world on the tarmac dressed in red made the night in China especially boiling.
Demonstrate to the United States? Huawei held the Mate 60 series press conference on the second anniversary of Meng Wanzhou's return to China
On the 14th, Huawei also released a short film of less than 30 seconds on Weibo, the picture crossed from the surface of the ocean to the deep sea, and finally wrote in a line of subtitles: The greatest resistance, give us the greatest motivation, and create momentum for the new product launch on the 25th. The imagery created by the film all makes the audience enter the United States to launch a technological siege of Chinese companies represented by Huawei, and China is breaking through the siege with its own efforts and returning to glory.
On the evening of September 2021, 9, Meng Wanzhou arrived at Shenzhen Bao'an International Airport on a chartered flight from the Chinese government. (Profile picture)
The 60nm 7G chip (also known as the chip) equipped with the new Huawei Mate 5 Pro really shocked the Western world. Chris Miller, an international historian at Tufts University's Fletcher School, published the book "Chip War: The Fight for the World's Most Critical Technology" in 2022, which became popular in academia and public opinion, and recently the author also went to Taiwan to have a dialogue with TSMC founder Zhang Zhongmou.
Miller boldly concludes in his book: "The Chinese government has apparently considered that it is better to accept that Huawei will become a second-rate technology company than to fight back against the United States" (see Taiwan Tianxia Magazine, Chinese Traditional edition, p. 376). Huawei's various technological breakthroughs and the emergence of new machines have obviously "slapped the face" of this American academic rising star who specializes in "chip wars", and to some extent, it is also a substantial subversion of the mainstream view of the West.
Satellite calling is far ahead of the curve and the biggest advantage
Canadian semiconductor information analysis company TechInsights released an article saying that the Hisilicon chip on Huawei Mate 60 Pro "marks HiSilicon's return to the competitive 5G smartphone chip stage." "While HiSilicon/Huawei has achieved a breakthrough, which bodes well for the Chinese semiconductor industry, we must acknowledge that other industries have begun to rapidly shift to new chip designs manufactured using more advanced 4nm and 3nm processes. Therefore, compared with the most advanced manufacturing processes currently on the market, Huawei/HiSilicon still needs to continue to catch up."
On September 2023, 9, local time, California, USA, at a new product launch held at Apple Park, Apple CEO Tim Cook showed the new iPhone 12 Pro. Apple announced the latest iPhone 15 version and other product upgrades at the press conference. （VCG）
TechInsights' reminder was confirmed in Apple's iPhone 15. iPhone 15 Pro/15 Pro Max built-in new 3nm A17 Pro chip, officially said that A17 Pro is currently the fastest processor on the market. Despite this, the Japanese media "Japan Economic News" analyzed the market reaction to the iPhone 15 cold, Reuters (Reuters) said in a slightly mocking tone that the biggest surprise of the iPhone 15 is that "Apple did not increase the price", CNN believes that Apple switched to the Type-C interface, which is only symbolic; As for the perception in the market, most people think that the iPhone 15 is "not innovative enough".
"Hong Kong 01" reporter specially visited Huaqiangbei, merchants generally believe that even if the iPhone 15 is listed, but Huawei's new machine will not necessarily subside, the price will remain high-end for a period of time. The main reason is that Huawei's new machine has two advantages in price and satellite call function, especially the latter is "far ahead" Apple.
Mainland networks have also set off a boom in the measurement of Huawei's new satellite phones, and netizens have measured the use of Huawei's new machines to make satellite calls in areas such as Xinjiang's signal-free ranch when the plane is flying at high altitude, showing that they can make smooth and unobstructed calls, and calling Huawei's new aircraft a "lifesaver" at critical moments. This move led Bruce Lee, CTO of Huawei Device BG, to warn on Weibo: "Recently, some users have used the satellite phone function of Mate 60 Pro to make calls and record videos during the flight phase of civil aviation aircraft, which is a violation of relevant flight safety regulations." Please remember to turn on the flight mode during the flight phase and comply with all flight safety regulations."
The picture shows that on September 9, the United States released the new iPhone 12 series, and the new iPhone finally abandoned its own Lightning and officially switched to USB Type-C. （REUTERS）
Huawei's new machine hits Apple's existing market in China
Huawei's new machine fever is still difficult to subside, one of the reasons is the frequent good news. On September 9, Huawei and Xiaomi announced a global patent cross-licensing agreement covering communications technologies, including 13G. Some Huawei supply chain companies have felt the market recovery and expect Huawei's shipments to continue to increase. TechInsights predicts that Huawei's overall smartphone shipments are expected to reach 5 million units today (2023), up 3% year-on-year, and Mate 500 Pro shipments in China are expected to exceed 36 million units by the end of 2023. Tianfeng International Securities analyst Guo Mingxi's updated estimate believes that Huawei mobile phone shipments are expected to reach 60 million units in 100.
Huawei and Xiaomi have reached a global patent cross-licensing agreement. （VCG）
Huawei and Apple's new machine market contrast, Singapore's Lianhe Zaobao commented that some US media quoted an unnamed person familiar with the matter as saying that officials of China's central government agencies have been banned from using iPhones and other foreign brand equipment, and as soon as the news came out, Apple's stock price fell for two consecutive days, and its market value lost $2 billion. The article also quoted a senior analyst at investment firm Oppenheimer who estimated that Apple's iPhone shipments in 000 could be reduced by 60 million units due to the Mate 2024 Pro, equivalent to 1.000% of the total iPhone shipments in 2022.
Before Huawei is menacing, Apple is already embattled
However, the Foreign Ministry has responded to rumors that the Chinese government will ban iPhones, spokesman Mao Ning said that he noticed some security problems with Apple phones, but "China has no laws, regulations or directives prohibiting the purchase or use of foreign brand mobile phones, including iPhones and US Apple phones." Mao Ning also pointed out that China expects all enterprises operating in China to strictly abide by China's data security regulations.
The scientific and technological contest between China and the United States has entered a stage of change in popular sentiment
Huawei's brilliance and Apple's bleakness may be regarded as a phased result of the Sino-US technology war. Taiwan's former economic minister Yin Qiming published a new book "Chip Showdown", in which he pointed out from a Taiwanese perspective that the US semiconductor industry is moving towards "resisting China and protecting the United States", but "these two roads will eventually lead to a dead end". He analyzed that the United States' anti-blocking can only delay the development of mainland semiconductors, but can not stop its progress, and the practice of comprehensive blocking will only prompt the mainland to increase its efforts to promote the breakthrough development of technology. Judging from the technical highlights given by Huawei's new machine, Yin Qiming's prediction can be described as one sentence.
Yin Qiming (pictured) pointed out in the new book "Chip Showdown" that the United States' comprehensive blockade of the development of the Chinese mainland semiconductor industry will only prompt the mainland to increase its efforts to promote technological breakthroughs. (Courtesy of Visionary World Culture)
The chip war behind the showdown between Huawei and Apple's new machine, the WeChat public account "Popular Science China" explained, from the perspective of ordinary users, including usage habit analysis, album classification, photo taking and watching videos and other functions, all show that we need more and more advanced chip manufacturing processes, and pay for such a high technology. The author is optimistic that although the current domestic chips cannot be compared with the strongest chips, they have achieved good performance. "Maybe in a few years, advanced chips won't be a problem anymore."
Apple and Huawei have successively held new product launches, and I believe that related topics are bound to be extended for a long time. "Hong Kong 01" has always paid attention to the progress of Chinese technology in the Sino-US technology game, and recently Zhang Junkai, chief reporter stationed in Taiwan, accepted an exclusive interview with Shi Stone, host of the American Chinese network program "Bafang Discussions", mentioned that the Sino-US science and technology war has entered a new stage, and the choice of users in Huawei, Apple or other brands of mobile phones is meaning changes in people's hearts. Has the Sino-US technology contest been known? Huawei PK Apple's new machine war, may have seen some eyebrows.
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