For many years, the United States has earned rich profits by relying on its own technical standards system. However, this path is now facing challenges from China and may even come to an end. This is precisely what the United States has caused, and it did not expect that Chinese chips will continue to develop as they are suppressed.
1、 China’s Chip Architecture Breaks Through
In the mobile chip market, the RISC-V architecture promoted by Chinese chips has gradually broken the monopoly of ARM. The shipment volume of RISC-V chips has exceeded 10 billion, achieving a shipment volume of 10 billion chips 5 years earlier than ARM that year, indicating that the development of RISC-V architecture has exceeded expectations.
Nowadays, the RISC-V architecture has gained an advantage in the domestic IoT chip market, with 1.4 billion IoT users in China, almost equivalent to mobile phone users, forming a tripartite confrontation with ARM and X86, completely breaking the monopoly of ARM and X86 chip architectures controlled by the United States.
After the opening of the IoT chip market, Chinese chips are now pushing RISC-V and self-developed Loongarch into the PC and server chip markets, which may even end the advantages of ARM and X86, forming a unique chip architecture system in China. Chip architecture is the core technology of chips, and the monopoly of the United States in chip architecture has been broken, which has a profound impact on American chips.
2、 Chinese Software Cracks US Monopoly
For a long time, software companies such as Windows and Oracle in the United States have monopolized the software market, but now they are also facing challenges from Chinese software. China has already gained an advantage in the field of server systems, with domestically produced server operating systems such as Alibaba Feitian and Huawei Euler, which together hold nearly 80% of the market share, while Windows’ market share is about to fall below 20%.
The databases of Alibaba, Huawei, and others have also widely occupied the domestic market, which directly led to the decline of Oracle in the Chinese market. Helplessly, Oracle has now withdrawn from the Chinese market. Although Oracle once said that Chinese engineers could not create databases, it thought that it would be defeated by Chinese companies and left in a gray state.
In the PC market, there are domestic PC operating systems such as ZTE New Fulcrum and Tongxin UOS. Currently, Windows still holds an advantage in the Chinese PC market. However, with the improvement of the domestic operating system ecosystem, domestic PC operating systems have begun to gain recognition from some users, and Windows’ market share in the global market also reached a historic low in February this year.
In the smartphone market, there is the Hongmeng system, which is said to have exceeded 300 million users in the domestic market, forming a tripartite confrontation with Android and iOS systems. After breaking through in the smartphone market, Hongmeng System began to enter the home appliance and IoT markets, forming a unique advantage of multi-screen integration, and has already taken the lead in terms of multi-screen integration on Android.
3、 China’s Software and Hardware Jointly Ends US Standards
With China’s breakthroughs in chips and software, software and hardware are gradually forming a synergy, which will become a complete software and hardware ecosystem. The software and hardware ecosystem was originally an important barrier to the US technology industry, and the reason why many chips and operating systems around the world have been difficult to break the US monopoly is due to ecological issues. China has become the first country to establish a complete software and hardware ecosystem.
Rumors have it that as soon as 50 million PCs in China will adopt domestic chips and operating systems, abandoning the Wintel system in the United States; The domestic IoT market has abandoned Android system, and the smartphone market has challenged Android system with Hongmeng system, thus breaking the monopoly hegemony of the United States.
The United States once relied on the advantage of monopolizing the market to enable American technology companies to make a lot of money. Wintel earned rich profits in the PC market, while the profits of the top three PC companies in the world were only in single digits; Google earns tens of billions of dollars annually on its Android system; Qualcomm relies on the advantages of 3G patents to establish Qualcomm Tax. However, as China breaks its monopoly, Intel has now fallen into losses, Qualcomm has been forced to lower its patent fees, and Oracle’s net profit in the latest fiscal quarter has decreased by 18%, indicating the impact of China breaking its monopoly on them.
It is precisely with the many breakthroughs in Chinese technology that the United States has finally recognized the power of Chinese technology, attempting to prevent the development of Chinese chips, thereby ensuring American technological hegemony and continuing to enjoy high profits. However, from the development of Chinese chips in recent years, it can be seen that the United States’ plan is no longer successful, and the development of Chinese chips is unstoppable. The breaking of the US chip technology system is an inevitable result.