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The golden age of the U.S. technology industry has ended, and there have been constant lamentations about chip sales and 30000 layoffs
2022-07-06 21:48:00 【Bai Ying's ramble】
Some time ago, the leading analog chip companies in the United States reported price cuts for sale , Recently, American technology companies have reported layoffs 3 News of ten thousand people , It can be said that there is a lot of sadness , However, just two years ago, the U.S. technology industry was still positive , Performance and market value continue to soar , The situation changed greatly in two years , The arrogant American enterprises are continuously losing their competitive advantage .
Two years ago, American chip companies were not worried about selling , So the United States took bold action , Restrict the sale of chips to some enterprises , It has triggered a shock in the global industrial chain , So many enterprises hoard chips , Ensure your own chip supply , This leads to the problem of tight chip supply .
Then speculative funds quickly seized the opportunity , Join the hype , Hoarding chips , Further exacerbated the tight supply of chips , Chip prices soared , The highest increase is nearly 100 times , American chips, which account for nearly half of the global chip market, have made a lot of money , The results released by an American analog chip company show 2021 Annual profits soared by nearly 40% .
As for Internet enterprises , Several major Internet companies in the United States have monopolized many industries around the world , Google's Android system monopolizes the mobile operating system market , And rely on the monopoly advantage of Android system to enhance its Google search 、 Google Earth 、YouTube And many other Internet applications , Got a huge return ,2021 In, Google's net profit increased 35.5%, Other Internet technology enterprises have also achieved good performance growth .
The rapid growth of performance has supported the soaring market value of several major Internet technology enterprises in the United States , Apple has achieved 3 A trillion dollar market value , It has successively broken the market value of global listed companies 2 One trillion 、3 Trillions of records , More than many countries in the world GDP, That is the golden age of American Internet technology enterprises .
More than two years passed , The brilliance of the American chip industry is gradually fading , RF chips dominated by American chip companies 、 Analog chip and other industries have shown signs of surplus , Speculative funds that once exacerbated the rise in chip prices began to sell chips , In turn, it exacerbates the oversupply of chips , So I saw the bad news that the price of analog chip leaders in the United States is reduced by 90% .
There is a surplus of chips in the United States , In addition to the declining demand for chips in the global market , Also in China, the world's largest chip purchasing customer (2021 In, chips purchased by China accounted for 60% of the global chip market ) The chip self-sufficiency rate is constantly enhanced ,2021 In, the self-sufficiency rate of chips made in China increased to 36% about , Before this year 4 Chip imports further decreased in the last month 240 Million star , The reason is that Chinese chips have broken the gap in many industries , Replace American chips with domestic chips , Hit American chips hard .
The Internet industry dominated by the United States also shows bad signs , Since the birth of the Internet , The United States has always been the leader of the global Internet , It seems that no one can shake , However, the rise of Internet applications in China in recent years Tik Tok Break through successfully , Occupy a large market share in overseas markets , Even entered the local market of American Internet enterprises ,Facebook Try to imitate Tik Tok But failed , It highlights that the innovation ability of the U.S. Internet industry is declining .
In fact, there are many signs of imitating and learning from the Chinese Internet on the American Internet , China's e-commerce penetration ranks first in the world , Mobile payment has changed people's consumption habits , The rise of wechat has changed the development of social software , Forcing American Internet company Google 、Facebook In turn, learn from many innovations emerging from China's Internet .
Apple of America, which spans the two industries of technology and Internet , Now innovation is also declining , In recent years, Apple's products have rarely attracted attention , Recently, it has suffered a setback in the development of baseband chip technology , Apple's Internet service, which hopes to make profits, is forced to allow sideloading in the European market 、 Introduce third-party payment , These changes make investors worried about Apple's continued profitability , As a result, its market value fell by a third , Now it's about to break through 2 A trillion dollar market value .
All the negative news mentioned above shows that the innovation power of the United States is declining , This has led to the gradual decline of the competitiveness of the U.S. technology Internet industry , Decline in performance , Now it is even more reported that there are layoffs in the technology Internet industry 3 News of ten thousand people , It can be seen that the dilemma of the U.S. technology Internet industry today , To sum up, their golden age is over , It's time to live a hard life .
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