This involves a choice: survival or dependence, which is a big problem.
Especially in the past month, the “US ban on China’s ZTE” incident has been pushed to the top of the “to do list” (task list).
According to a report by Global Network Technology, on April 16, the US Department of Commerce’s Bureau of Industry and Security made a decision on ZTE’s failure to deduct bonuses and issue disciplinary letters in time for certain employees involved in historical export control violations. Activate the decision to reject the order from ZTE and ZTE Kangxun.
On the one hand, ZTE’s “ban on sale” revealed the US’s anxiety about China’s move towards high-end manufacturing. On the other hand, it also warned China to face the gap between its shortcomings and high-tech fields.
However, Matthew van Putten pointed out that in the past 15 years, the global market share of Chinese technology companies in the IT and communications markets has barely increased to 13% today. Among them, giants such as Huawei, ZTE, Baidu, Alibaba, and Tencent have already advanced rapidly in the global market.
According to reports, Eric Schmidt, chairman of Google’s parent company Alphabet, warned that “by 2025, the artificial intelligence technology of American technology companies will lag behind China.”
This is not accidental. In 2015, after a long period of support for technology companies, China officially launched the “Made in China 2025” initiative: By 2020, Chinese banks, military, and other state-owned enterprises will purchase 40% of advanced technology components in China. By 2025 the ratio will reach 70%.
It is worth mentioning that among the top ten key areas of China’s manufacturing development in the future, the new generation of information and communication technology industry ranks first. But this is not the only factor affecting China’s innovation prospects. China has invested more in artificial intelligence than any other country. There are currently more than 1,000 AI companies and high R&D expenditures (more than US$500 billion).
Unlike most Chinese technology companies, ZTE’s main export target is the Western market, of which 43% are exported to North America. By shutting down the US market and preventing ZTE from getting parts from the US, China’s 80,000-employee company may be in a state of shock due to the US ban.
Matthew van Putten commented that China now faces a fundamental problem, how to rebalance its excessive dependence on exports and investment?
The basic research of science and technology in China lacks input, and it is projected on enterprise technology. It is more inclined to apply investment in order to achieve immediate results and is not willing to make the basic investment. The usual development model of Chinese technology companies is difficult to break: acquiring foreign technology; obtaining financing from national and foreign investors indirectly; imitating or copying the business models of foreign companies, such as QQ, Didi.
In addition, Chinese companies have achieved large-scale market expansion with their strong commercialization capabilities. Enterprises such as ZTE, Huawei, Xiaomi and Lenovo have achieved remarkable achievements in the mid-range smartphone market and are expected to become world-class innovations. By. China may reach the goal of “Made in China 2025” earlier, but what is the price paid?
They will find themselves in a world where it is becoming more and more difficult to acquire foreign technology and foreign parts are becoming scarcer.
Moreover, technology has its own law of growth, from theory to the application has a long cycle, today’s basic technology is determined five years ago or even earlier. It is worth mentioning that Baidu, Huawei, Ali and other technology giants have already developed their layouts in deep learning frameworks, databases, autonomous driving, and communication technologies.
Previously, Baidu invested in optical AI chip startup Lightelligence in February this year; Huawei HiSilicon 970 took the lead in applying NPU, which is already in the leading position in mobile phone chips; Ali also recently announced that it will independently develop the chip Ali-NPU, and at the same time wholly-owned Acquired chip company Zhongtianwei.
Wang Ji of Liaoning University said, “Every major breakthrough in basic research will lead to a series of new technologies and new inventions, which will drive the rise of emerging industries and promote major changes in the economy and society. High investment in the underlying technology will also be transformed into a business. The results are ultimately reflected in revenue and profits.”