3 ms·
This will be quite interesting. This is literally, the ultimate Trump card, that Trump himself will play. If TSMC does this, then they will not only lose Huaw
by blackrock 7y ago
This will be quite interesting.
This is literally, the ultimate Trump card, that Trump himself will play.
If TSMC does this, then they will not only lose Huawei, but they will lose the entire 1.4 billion population market of China. As well as Africa, and likely, Southeast Asia, and India, and Pakistan too. They will probably also lose Eastern Europe, and Russia too. They’ll also probably lose South America too, and the Middle East.
This move might actually kill Android as we know it. Google will lose their preeminence and importance in mobile devices, and operating systems technology. They would also even lose their relevance in the search engine market. They will continue to do fine in the western markets.
This might even make ARM an irrelevant sideshow, and push RISC-V to the forefront. The world could even bifurcate into ARM vs. RISC-V.
Why? Because China will go full throttle and build out their own foundries. Huawei will now push their Harmony OS to the forefront. They’ll make it run on their own Kirin processors, that they built in China. They might even make it run on other processors, like the RISC-V.
Then the other Chinese mobile phone makers will all switch too, knowing that Trump, and the USA now has a target painted on all of their backs.
Alibaba is at the forefront with their RISC-V processor, that they can probably supply this to the other Chinese mobile phone companies.
Now, Intel, AMD, and nVidia, which make billions of dollars from China, will all have a target on their backs, and will end up losing the entire Chinese market too. Good move Trump, you just put 2 bullets into each of your best hardware companies.
Now, the world will have two standards: the western companies of Apple, Intel, nVidia, Google. Versus the upstart Chinese companies that will compete against them, lead by Huawei, Alibaba, and Tencent. They will first dominate the Chinese market, and then they will expand out to Africa, Southeast Asia, and all the other southern third world countries. These countries were never going to buy a $1200 flagship iPhone 12 anyways.
This will indeed, be the most exciting technological challenge of this decade. And we are about to have front row seats, as we watch it play out.
- chvid 7y agoI agree. From a technical perspective this is very exciting; all of a sudden there is an open field on all these fundamental building blocks. But for an American strategic perspective I think it would have made more sense to keep the Chinese dependent on American operating systems and Taiwan produced chips.