In recent days, the global stock market has been shaken by a...

In recent days, the global stock market has been shaken by a piece of news.
Huawei has launched the Mate 60, which features 5G technology.
Multiple institutions and media have conducted teardown research.
The 9000s chip, produced by Semiconductor Manufacturing International Corporation, is highly regarded.
Although Huawei has not revealed much information,
It does not come with a standard 5G feature.

But in terms of download speed, it is faster than the average 5G phone.
It is already 5.5G, some media say.
When the phone was launched for ordering, there were reports of it being sold out and people queuing up to order.

In the past in 2018, when Huawei started launching the Mate20 and P20 4G phones,
I am one of the users of the Huawei Mate 20 Pro phone.
I am very satisfied with its speed and lack of lag.
And most importantly, it does not overheat.

Subsequently, Huawei launched 5G phones in China, designed by Huawei.
Chips made by Taiwan Semiconductor.
But everything changed in 2018 and 2019, when Trump initiated the US-China trade war.
US companies were not allowed to provide chips and technology to Huawei.
Since then, Huawei phones no longer have 5G chips.
Google also does not allow Huawei to use the Android system.

With no other options, Huawei had to temporarily release the Harmony system.
Paired with 4G chips.
Due to the inability to launch high-performance Android phones.
In the high price markets in China and Southeast Asia
Constantly disappearing and retreating.
Without a better choice, everyone can only use Apple iPhone.
Including myself.

Currently, Apple iPhone has a 20% market share in China.
But it is the leader in high-end and high-priced smartphones.
Capturing 80% of the mobile phone market profits.
China's market is equivalent to 30% of iPhone's global sales.

Nowadays, the Huawei Mate 60 can have 7nm performance.
It can support 5G or 5.5%.
It can also connect to satellites for communication.
Although it doesn't have the fast 5nm performance of the iPhone,
but generally using 7nm is more than enough.
It's like using a phone from 2020,
the iPhone 12, you should still be satisfied.

In addition, the Chinese government does not allow government personnel to bring iPhones to work.
Will the sales of this Huawei Mate 60 and the recently launched Mate 60 Pro be more popular?
And X50?

The mobile phone market is very saturated.
If you buy a Huawei phone, it is unlikely that you will buy another iPhone in the short term.
This leads to a decrease in sales expectations.
Naturally, the sales of the iPhone 15 will decline.

So this sales decline expectation
Causes Apple, Qualcomm, Broadcom, which are listed in the United States,
The stock prices of iPhone upstream and downstream companies have fallen sharply.
Apple has fallen for two consecutive days, and Qualcomm has also fallen by 7%.
Today, the stock price of Inari in Malaysia has also fallen.
A phone call from Huawei,
Causing the entire US technology industry to shake

Imagine, what else will Huawei launch after the P60 5G?

In any case, the cost of conquering 7nm for Huawei should be high
Although it is a technology of 2020, it has also made great progress
They just really want to change the chip industry.
It's not enough to rely on this ASML to provide outdated lithography machines.
They must be like electric cars, overtaking on bends.
Developing their own high-end lithography machine technology,
No longer rely on ASML in the Netherlands to provide lithography machines.
Only then can they catch up with the technology of 5nm and 3nm.

They are currently still in the process of research and development.