Chapter 301: Besides fighting, is there a better choice?
Hundreds of people were sitting in a circular position in the conference room. Ye Hua looked around at the silent bosses in the empty middle area and said:
"Everyone here is a veteran in the industry and knows better than me why semiconductors are the lifeblood of Americans, but I still want to say it."
"From a higher perspective, the two largest areas of our country's economic upgrading are the automobile manufacturing industry and the integrated circuit industry. Whether it is for our country or the companies we are at the helm of, we must
To finally win the competition with European and American powers and European and American high-tech companies, we need to complete counterattacks in these two super industries. Of course, here are the elites from the semiconductor industry, and no one from the automotive industry is here."
"What I mean is that we should no longer seek joint ventures and cooperation with Western high-tech multinational companies. This is an unrealistic path. First, Huawei proved that Western countries will never allow us to become stronger. Now it is our coastline.
The group has been confirmed again. Of course, I am not worried about the crisis my company is facing now. The 'yellow cake' is just an excuse."
"The big commotion now is more due to the fact that the United States is creating bargaining chips out of thin air, and Wall Street is preparing for a new round of harvesting operations. The 'yellow cake' matter will eventually come to the negotiating table to complete the final mediation and thus
It's over. But the old American drunkards don't care about wine. Compared with the 'yellow cake', they hate it more and are bound to attack many ICT businesses on our coastline, our country's ICT industry, and even more our country's.
The road to revival.”
"In the future, I think we should turn around and be prepared to compete with the West in the semiconductor field. If we succeed, a large number of semiconductor companies will become the world's leading giants in the industry, and then China will be the real superpower.
"If we fail in the semiconductor field, we will still be workers in the West, and the rejuvenation of the Chinese nation cannot be called a success."
Ye Hua suddenly clicked on the holographic display to show the map of the United States: "The United States, currently the most powerful country on earth, does it have companies with profits of tens of billions of dollars? In addition to the energy and financial industries, there are about 17."
Suddenly, the territory of the United States was fragmented, and the holographic display showed the trademarks of 17 companies: Comcast Telecom, AT&T Telecom, Verizon Telecom, Google parent company, Oracle, General Motors, Disney, Wal-Mart, Apple, Microsoft,
Johnson & Johnson, Procter & Gamble, Intel, Cisco, IBM, General Electric, Facebook
There are exactly 17 companies, with profits exceeding tens of billions of dollars.
Ye Hua stared at the icons floating in front of him and said: "To be more specific, there is one company in the retail industry, two companies in the daily chemical industry, one company in the entertainment industry, one company in the automobile industry and one company in other industrial manufacturing industries, General Electric, a total of 6
Home. And in the ICT field, there are 11! So 11 of the 17 companies with net profits of tens of billions of dollars are in the ICT field. Therefore, it can be said that the ICT industry has become the foundation and lifeblood of the United States today!
"
As he spoke, there were only 11 trademarks left in the holographic display of floating icons, namely Google, Comcast Telecom, Facebook, Cisco, IBM, Intel, Microsoft, Apple, Oracle, Verizon Telecom, and AT&T Telecom.
"These companies have contributed huge profits to the United States. What supports the strength of the United States? It's high technology! And where are the high-tech industries concentrated? It's these great companies. Put aside some perceptual positions, ideologies and
The despicable behavior of these companies cannot be erased. The outstanding contributions of these technology companies in promoting the progress of human civilization cannot be erased. They can afford the word great, but greatness has been used up anyway."
Everyone laughed lowly for a while, but Ye Hua suddenly changed the topic and said: "But on the other hand, if these companies are gone, the powerful American empire will no longer exist. In 1945, both Japan and Germany still had a few
There were tens of millions of people, but the Japanese army only lost more than two million people on the battlefield. Why was it completely unable to resist in the end? Some people say that the two atomic bombs made them desperate, but what I want to say is that because of Japan’s local industry
The company was completely destroyed by the indiscriminate bombing by the US military day and night, industrial production could no longer continue, and the strong power no longer existed."
Ye Hua switched to another holographic data statistics chart: "Looking at the industrial products that our country currently imports every year, there are only two major categories that exceed the 50 billion US dollar level, one is automobiles and their parts, and the other is semiconductors. For automobiles and parts, we
Annual imports exceed 80 billion US dollars, and the other one is the semiconductor integrated circuit that everyone here is familiar with."
"In terms of the industrial products that my country imports every year, the import value of integrated circuits ranks first and is far ahead of other industrial products. Last year, the import value of integrated circuits was 346 billion U.S. dollars, which is four times that of the second-ranked automobile and its parts. above."
"Looking back over the past ten years, unlike other industries where the deficit has been reduced due to the gradual increase in my country's manufacturing capacity, the deficit in integrated circuits has unfortunately been on the rise in the past ten years."
"In 2010, the import value of integrated circuits was US$29.25 billion, and the export value was US$29.25 billion, with a deficit of US$100 million; by 2016, the import value of integrated circuits was US$227.1 billion, and the export value was US$61.38 billion, with a deficit of US$100 million; and then last year in 2020, the integrated
The import value of circuits was US$346 billion, the export value was US$79.5 billion, and the deficit was US$266.5 billion.”
This data can be said to be shocking, and those in the industry are certainly aware of it. When they see that this year’s integrated circuit import quota is about to exceed 350 billion US dollars, everyone can’t help but sigh and feel helpless. What can they do if their skills are inferior to others?
?
Not to mention the international market, if integrated circuits could be completely provided by domestic semiconductor companies, I don’t know how many large companies with revenue exceeding tens of billions of dollars would be created.
Among all domestic integrated circuit suppliers, none of the semiconductor companies’ annual revenue has exceeded the US$10 billion mark so far.
Take IC design as an example. There are currently more than 1,700 domestic IC design companies. Among them, HiSilicon is the most eye-catching, ranking first with revenue of US$8.74 billion. However, the performance of other domestic integrated circuit providers is not as good.
I have said that it is top-notch domestically, but it is really not on the global stage.
Ye Hua paused for a while, and while all the bosses remained silent, he said again:
"...Despite this, we can now see that in the field of ICT, which was the foundation of the old United States, it is very obvious that we are the biggest challenger to the Americans. Currently, we are the only ones in the world competing with the Americans in the semiconductor industry.
, other countries have basically given up completely, Germany and the UK have a few, but they are insignificant, not to mention the few that still have the shadow of Wall Street."
"But we have increasingly shown a tendency to divide half of the world with Americans in the ICT field. Mobile, Huawei, ZTE, Alibaba, Inspur, Unisplendour, Coastline, etc. These companies have not only gained advantages locally, but are also expanding abroad.
At the same time, most of these companies have net profits of more than 1 billion U.S. dollars. You have to know that there are so many companies in the world, but the number of companies with net profits of more than 1 billion U.S. dollars is only three to four hundred companies in the world."
"Among them, Huawei's sales exceeded 100 billion US dollars and went straight to 150 billion US dollars, with net profits exceeding 13 billion US dollars; Coastline's sales exceeded 200 billion US dollars and went straight to 250 billion US dollars, with net profits exceeding 37.5 billion US dollars. Huawei and Coastline
Why is one suppressed more miserable than the other? Because they all have one thing in common, that is, these two companies are unlisted companies, and their profits do not enter the stock market, Wall Street, or the pockets of Americans."
The CEO of Bailaihao was silent. Mr. He, the head of HiSilicon who was sitting in the chief position, nodded silently in agreement. Ye Hua waved his hand and brought up a floating statistical chart with a holographic display: "This is the world's third integrated circuit
Qiang, Intel, Samsung, Qualcomm. Qualcomm and Intel alone can bring hundreds of billions of dollars in revenue to the United States every year. While supporting thousands of American engineers and their families, they can also bring in tens of billions of dollars.
level of net profit.”
"But the United States not only has Intel and Qualcomm, but also a large number of semiconductor giants such as Texas Instruments, Nvidia, Broadcom, Micron, etc. This shows how important the ICT industry is to the United States."
"This is also the fundamental reason why the United States pays so much attention to our country's integrated circuit industry. Integrated circuits are the upstream technology in the ICT field and the cornerstone of hardware. If our country's integrated circuit industry and enterprises also rise up, the ones who will be hardest hit will be
The United States, and this is the core area among the core areas of the United States, so he is optimistic about hitting one sign after another. Yesterday it was Huawei, today it is the coastline, and tomorrow no matter who it is, as long as they see signs of improvement, they will be ruthless, fast, and accurate...
beat!"
"Many people say that the semiconductor industry is the graveyard of the company. No matter how much money is invested, it will be in vain. We can't compete with Americans. It is better to invest money in the real estate market and make sure profits without losing money. But there is still such a situation in front of me.
A large number of people are still foolishly spending money on semiconductors, and they are fighting to death. So I believe that the reason why you are still insisting on the semiconductor industry is that you hope that one day you can overthrow the Americans. If profit is the first goal
, as I just said, why not throw money into the property market?”
"After saying so much, it is actually a purpose. I want to unite with everyone here to form a new semiconductor force." Ye Hua turned off all the holographic displays and finally called up the map of Yongzhen: "...
…Kill the Americans!”
Ye Hua looked around at the crowd again: "We actually don't want to fight with the Americans in the semiconductor industry. We hope to achieve win-win cooperation, but the Americans are unwilling. And we must develop our own semiconductor industry. However, as soon as there is a sign, we will be attacked immediately."
When faced with ruthless suppression, besides fighting, is there any better choice?"
