[2020-06-11]华为MATE 30 5G，经拆解得知只有1%的美国组件

日经指数与东京拆卸专家北落师门技术解决方案公司一起拆解了华为的旗舰机型 Mate 30，以分析这家中国电子产品制造商的顶级智能手机中的零部件。Mate 30与第五代网络兼容，自去年第三季度以来已在多个国家推出。
美国制造的零部件现在只占 Mate 30 全部零部件总价值的1%，比以前的11%大幅下降。

These figures suggest Huawei was forced to significantly shift suppliers over the year. Its own development of semiconductors and other crucial components for smartphones has also advanced over that time.

这些数字表明，华为在过去一年里被迫大幅调整供应商。 它自己的半导体和其他智能手机关键部件的开发，也在那段时间里取得了进展。


Before the sanctions, Huawei already used semiconductors developed by its subsidiary HiSilicon in its phones. HiSilicon has now moved into developing semiconductors for 5G models. This shows that Huawei now has the capability to develop its own parts and has moved away from U.S. manufacturer Skyworks Solutions which made chips for its last model.

在制裁之前，华为的手机已经使用了其子公司海思开发的半导体。 现在已经开始研发用于5G模型的半导体。 这表明华为现在有能力开发自己的零部件，并且已经从美国制造商思佳讯转移出来，思佳讯为华为的上一款机型生产芯片。

On a broader scale, Huawei's new capability bodes well for China's ambitions to cut reliance on foreign suppliers. Huawei has overcome the obstacles in designing chips that can handle the reception and transmission of radio waves in 5G smartphones, which makes high-speed communication possible.

从更广泛的层面来看，华为的新能力预示着中国减少对外国供应商依赖的雄心。华为已经克服了设计5G智能手机无线电波接收和传输芯片的障碍，这让高速通信成为可能。

Huawei's parts development has advanced over the year, and it is noticeable that the company has significantly increased its ability to supply itself. (Photo courtesy of Fomalhaut Techno Solutions)
This also gives Huawei an edge over its domestic rivals. Xiaomi, the fourth largest smartphone maker in the world, has been working on chips for its smartphones. But its latest models do not yet contain any chip the company has developed itself.

华为的零部件开发在过去一年中取得了进展，值得注意的是，该公司已经显著提高了自给自足的能力。 (照片由东京北落师门技术解决方案提供)
这也给了华为相对于国内竞争对手的优势。小米，世界第四大智能手机制造商，一直在为其智能手机研发芯片。 但其最新型号尚未包含该公司自行开发的任何芯片。


网友评论：
Daniel808
On the way to self sufficient technology, Respect

走向自给自足的技术道路，致敬

UKBengali
Just look at the proportion of non-Chinese components and even the Huawei designed SOC is fabricated in Taiwan.
Most of the components that Huawei uses are under countries that are susceptible to US pressure.
China has maybe another 5 years to go before it can make it's phones totally domestically.

只要看看非中国元器件的比例，甚至华为设计的 SOC也是在台湾地区制造的。
华为使用的大部分零部件都来自那些容易受到美国压力影响的国家。
中国可能还需要5年的时间才能完全在国内制造自己的手机。

Daniel808
Relax mate, Rome is not build in a day :D
China components proportion already move high from 25 percent to 42 percent now, which is a very good sign.
And will increase much more in the next year, if they reach more than 60% that enough.
Just look at the graphics, another parts from other countries dramatically decreasing. Only japan have rising proportion.
But see a very close economic relationship between their companies, I bet they will not dare to declare economic war with China and change this status quo.
Japan even one of the Supporter of RCEP China's led Trade Bloc after TPP doomed by US, they are also on the way of signing China-South Korea-Japan FTA Agreement.
Japan is not little aussie, the more US pressure on their economic relation with China, only make japan move closer to China

放松点，兄弟，罗马也不是一天建成的 :D
中国零部件的比例已经从25% 上升到42% ，这是一个非常好的迹象。
明年的比例还会增长更多，如果超过60%就足够了。
看看图表，其他国家的零部件数量急剧下降，只有日本零部件的比例有所上升。
但是看到他们公司之间非常密切的经济关系，我敢打赌他们不敢向中国宣战，也不敢改变现状。
日本甚至在 TPP 失败后成为中国主导的贸易集团RCEP的支持者之一，他们也即将签署中韩日自由贸易协定。
日本不是小澳大利亚，美国对其与中国的经济关系施加的压力越大，只会让日本更向中国靠拢。

Han Patriot
The question is not whether there are local suppliers, all categories of products there has got Chinese alternatives, but the performance is not as good nor is the price competitive. Things will change when US force China to incubate these companies, they will threaten the whole supply chain. China biggest problem is semicon equipment, the rest is achievable.

问题不在于是否有本地供应商，所有类别的产品都有中国的替代品，但性能不是很好，价格也没有竞争力。当美国迫使中国孵化这些公司时，情况将发生变化，它们将威胁到整个供应链。中国最大的问题是半导体设备，其余的都是可以实现的。

Viet
Huawei should surrender. Smartphones without software are just bricks.

华为应该投降，没有软件的智能手机只是块砖头。

Daniel808
Sorry, we are not south vietnamese that easy to surrender.
Chinese people since child always taught to never surrender how hard the condition is

（回复楼上）不好意思，我们不是那么容易投降的南越人。
中国人从小就被教导永远不要屈服，无论条件有多艰难。

UKBengali
People in China and some other countries have no interest in Google apps and ecosystem. That is a large slice of the world market.
I am pretty sure that China can make OLED screens for smartphones that are nearly as good as Samsung ones.
The main problem are SOCs as China is only at 14nm whereas the world has moved down to 7nm.

中国和其他一些国家的人对谷歌的应用程序和生态系统没有兴趣。这是世界市场的很大一部分人。
我非常确信中国可以生产出几乎和三星一样好的手机 OLED 屏幕。
主要的问题是SOC，因为中国只有14纳米的制程，而世界已经降到了7纳米。

Viet
Will you buy smartphone with chinese OS, chinese apps?
Software needs regular upgrades, updated with security patches. Otherwise hackers can steal your privacy with an eye blink.
Huawei WiFi is full of bugs. Read US security bulletin.

你会购买带有中文操作系统和中文应用的智能手机吗？
软件需要定期升级，更新安全补丁，否则黑客眨眼间就能窃取你的隐私。
华为 WiFi 网络漏洞百出。请阅读美国安全公告。

Daniel808
SMIC will start their 7nm chip production this year in Q4 2020.
As long as there replacement, it doesn't affect me much.
I will still buy this Huawei Mate 30 5G, even 5G service not yet arrive in indonesia.

中芯国际将在2020年第四季度开始生产7纳米芯片。
只要有替换，对我影响不大。
我还是会买华为 Mate 30 5G，即使印尼还没有5G服务。

UKBengali
Yeah it will take China up to 5 years to catchup with TSMC.
One bright spot is that the medium-performance Kirin 710 can be fabricated by China on it's current 14nm technology and so all is not lost. Most sales are in the medium-performance category anyway.

是的，中国要赶上台积电还需要5年的时间。
一个亮点是，中国在它目前的14纳米技术可以制造出中等性能的麒麟710，所以不会失去一切。无论如何，大多数销售都是中等性能的款式。

Daniel808
Need to admit, this Huawei Mate 30 5G is amazing.
That's why I fall in love with this

不得不承认的是，华为 Mate 30 5G 非常出色。
这就是我爱上它的原因。

casual
China has its own app ecosystem independent of Google services. Also Chinese domestic market is big enough to sustain huawei

中国自己有独立于谷歌服务的应用生态系统，而且中国国内市场的规模足以支撑华为。

Viet
But the export market will be dead.
if the export market is gone, you can’t accumulate dollars.

但是出口市场将会消失。
如果出口市场没有了，你就无法积累美元。

HammerHead081
Do you think it will die in third world countries? Because i don't think so as Huawei dominates low-mid budget phone markets there.

难道你认为华为会在第三世界国家消亡吗？我不这么认为，华为在中低端手机市场占据主导地位。

Daniel808
As long as you make good smartphone and have replacement, doesn't affect much.
For example, just look at one of the developed Smartphone market (Spain) in Q1 2020.
Yes Huawei is declining, but its more because covid19 not google.
Just look at sales of Samsung and Iphone also declining, decline of samsung even bigger than Huawei (-20%).
But look at other Chinese Smartphone brand, like Xiaomi and Oppo. All have significant growth, that's mean the money keep coming in to Chinese companies :D

只要你能做出好的智能手机和替代品，就不会有太大影响。
例如，只要看看2020年第一季度其中一个发达智能手机市场(西班牙)就知道了。
#图片
看看三星和 IPhone 的销量在下降，三星的下降幅度甚至比华为还要大(-20%)。
但看看其他中国智能手机品牌，比如小米和 Oppo。 所有这些都有显著的增长，这意味着资金不断流入中国公司 :D

thekiller
Well done Huawei, this should have been done in anyway. The arrogance of US state department should have costs for US companies. When they see Huawei as emerging called it as national security threat.
If you can’t compete them, ban them

干得好，华为，无论如何都应该这么做。 美国国务院的傲慢态度应该让美国企业付出代价。当他们看到华为正在崛起，就称之为国家安全威胁。
如果你无法与他们竞争，那就禁止他们。

KyotoSan
The question remains whether anyone outside China will buy one
What a strange thing to say. Huawei is doing great in all other parts of the world, the USA is not the center of the world and people buy those products, without knowing, where the parts where made.

问题是，中国以外的人是否会买。
说起来真奇怪。华为在世界其他地方都做得很好，美国不是世界的中心，人们购买这些产品时，不知道这些部件是在哪里制造的。

Nelson Laker
To the best of my understanding Huawei only requires two modules within the radio frequency (RF) transceivers from the US to make its cell phones.
Everything else is made in china or can be sourced from other chinese companies. What Huawei does need are software tools to design its chips and these software currently come from US companies.
If Chinese companies are forced to write their own software… well… if the Chinese companies survive the present challenges they will be more powerful than we can possibly imagine. They will have been forced to completely divorce themselves from the US. Chinese chips will stop being an out growth of US chip design and may become an independent entity with their own architecture, design principle and standards.
China will stop being a collaborator and consumer of US designs and start becoming a straight up competitor.

据我所知，华为只需要两个美国的射频收发器模块就可以制造出它的手机。
其它所有零件都是中国制造，或者也可以从其它中国公司采购。华为需要的是设计芯片的软件工具，而这些软件目前出自美国公司。
如果中国公司被迫编写自己的软件工具... 那么... 如果中国公司能够在目前的挑战中生存下来，他们将可能比我们想象的更加强大。他们将被迫完全脱离美国。中国的芯片将不再是美国芯片设计的副产品，而有可能成为一个独立的实体，拥有自己的架构、设计原则和标准。
中国将不再是美国设计的合作者和消费者，而开始成为一个直接的竞争者。

Steven Morton
Where does your information come from?
To the best of my understanding Huawei only requires two modules within the radio frequency (RF) transceivers from the US to make its cell phones.
There are an awful lot of components within a modern cell phone. For example, it is not clear if ST Microelectronics is going to cut Huawei off, but if it does then they are going to have a time buying everything from gravitometers to vibrator motors.

你的信息是从哪里来的？
“据我所知，华为只需要两个美国的射频收发器模块就可以制造出它的手机。”
一部现代手机有非常多的零部件。例如，目前尚不清楚ST是否会切断华为的业务，但如果是这样的话，那么他们将会有一段时间来购买从重力仪到振动马达的一切。

Ming Tsui
Do they need US chips, the short answer is no. They are fully capable in making their own. What they do purchase to install in their device can be replicated and be just as good. They have done this with several models. There is not much from the US that can't be made or designed elsewhere and Huawei knows this.

他们需要美国芯片吗? 简单的回答是不需要。他们完全有能力制造自己的。他们购买并安装在他们的设备上的东西可以被复制，而且效果一样好。 他们已经用几个型号这样做了。美国没有多少产品是不能在其它地方制造或设计的，华为深知这一点。

Alan G Tessier
Huawei can most probably find another source. However, the American chip makers may not find another client the size of Huawei to replace the losses. So, layoffs will be in order for the American hi tech sector. But, I suppose Americans were never really meant for hi tech jobs. Menial labor is so much more suitable for them.

华为很有可能找到其他的零部件渠道。然而，美国芯片制造商可能找不到另一个华为这样规模的客户来弥补损失。 因此，美国高科技行业将进行裁员。 但是，我认为美国人从来就不适合高科技的工作。 体力劳动更适合他们。

Malan Bandara
The Kirin which is the industry's leading intelligent mobile phone chip solutions and it has advanced SoC architecture is ready to supply all the chips which Huawei's need…
The reason of that's Kirin isn't a US company. Therefor Huawei is stepping forward!

麒麟芯片是业界领先的智能手机芯片解决方案，拥有先进的 SoC 架构，已经准备好为华为提供所需的所有芯片了。
原因是麒麟不是美国公司，所以，华为正在向前迈进！

Alec Cawley
In the short term, I am sure that Huawei has suffered some damage. But, in comparison to its size, not an awful lot.
But what has happened is that Huawei, and probably a lot of other companies, will have looked at their dependency on US products, and taken steps to diversify away from them.
There is, I think, a view in the minds of some Americans, particularly those not technically qualified, that “they can’t do without us”. That America is so far ahead that China simply cannot do some of the things that America can do. This has already been shown to be wrong by Japan, and to some extent by South Korea.
The stuff that China buys from the US is current technology, but not particularly leading edge. If something already exists on the market, it is often more sensible to buy it rather than to waste scarce development resources by reinventing it.
On the other hand, if things are to be reinvented, that is usually much cheaper than the original invention, and requires much less originality and innovativeness. That is, replacing, not copying - not a question of reverse-engineering, but of making a work-alike. It just requires a lot of manpower, because the specification is already a given. And when it comes to throwing a lot of manpower at a problem, you are in China’s territory.
And that is what Huawei is doing - even faster than I expected. At the moment they are probably still working around some critical chips. But expect all the US chips to have been replaced or designed out within months.
The US is engaged in shooting itself in the foot. The best way to lose customers is to be an untrustworthy supplier.

短期而言，我相信华为遭受了一些损失。 但是，与其规模相比，损失并不是很大。
但实际情况是，华为(可能还有许多其它公司)采取措施摆脱对美国产品的依赖，实现多样化。
我认为，一些美国人，尤其是那些没有技术资格的人，认为“没有我们，他们就无法生存”。美国遥遥领先，中国根本做不了美国能做的事情。而日本已经证明这想法是错误的，在某种程度上韩国也是如此。
中国从美国购买的东西是当前的技术，但不是特别的前沿。 如果市场上已经存在某种东西，那么购买往往比重新开发浪费稀缺的开发资源更为明智。
另一方面，如果要对某样东西进行再创造，这通常比原发明便宜得多，而且需要的原创性和创新性要少得多。也就是说，替换，而不是复制——这不是逆向工程的问题，而是制作一个相似的作品。它只是需要大量的人力，因为规范已经给出。 如果涉及要投入大量人力解决一个问题，你就是在中国的领域上了。
这就是华为正在做的事情——比我预期的还要快。 目前，他们可能还在研究一些关键芯片。 但预计在数个月内将替换或设计所有美国芯片。
而美国正忙于搬石头砸自己的脚。 失去顾客的最好方式，就是成为一个不值得信赖的供应商。

Charles Ang
What President Trump really wants is a good Huawei is a dead Huawei, even it brings the American economic house down. There's a historical lesson to be learned, the industrial revolution had brought the West to conquer the world . 5G is considered the next technological revolution and who possesses will set the rules of the game. Unfortunately, Huawei is the leader, the American is not even in the game.

特朗普总统真正想要的是好的华为即死掉的华为，即使这会让美国经济崩溃。我们需要学习一个历史教训——工业革命让西方征服了世界。5G被认为是下一场技术革命，谁拥有谁就能制定游戏规则。不幸的是，华为是引领者，而美国甚至不在游戏中。

Mateus Mahumane
Donald Trump knows very well that the US is not in the 5G league, but he would rather tolerate the US to lag behind any other company, provided that it is a western company. However, he is terrified by the thought of the US lagging behind China, a non-western and non-Caucasian country. The US did similar thing with Japan at the famous Hotel Plaza. He will marshal all US companies and those from allied countries to boycott business with Huawei. But it can turn out to be a blessing in disguise for Huawei because it may decide to double down on research and be successful, and may not need the US any more. But, who knows, It is anybody’s guess.

唐纳德 · 特朗普非常清楚，美国不属于5G联盟，但他宁愿容忍美国落后于任何其他公司，只要这是一家西方公司。 然而，一想到美国落后于中国(一个非西方的非高加索国家) ，他就感到害怕。 美国在著名的广场协议对日本也做了类似的事情。 他将召集所有美国公司和盟国公司抵制与华为的业务往来。但这对华为来说可能是塞翁失马焉知非福，因为它可能决定加倍研发然后取得成功，而且可能不再需要美国了。但是，谁知道呢，这只是猜测。

John Li
The last statement sums it up perfectly. All multinationals these days have a vendor risk management department, and they are all now paying close attention to supply chain risk. Those who build an effective and reliable supply chain will out compete those whose supply chain is slow and unreliable.

最后一句话完美地概括了。 现在所有的跨国公司都有一个供应商风险管理部门，他们都在密切关注供应链风险。那些建立有效和可靠的供应链的公司，将会在竞争中击败那些供应链缓慢和不可靠的公司。

Joseph Hlavka
It nothing more it will help unite them more, seems like Everytime we try to knock them down they get back even stronger. China actually has. Plan and is implementing it massively. While we sit here complaining about what our government and companies have been doing and try to make china the bad guy. Sorry nsa, and fbi, ext, ect have been doing this for years and years not just to other countries mostly to us it's own people. Nah it doesn't matter what the u.s.a does. The banks, government, and law enforcement have ruined anything the u.s.a was ever meant to be, many of our people sat here watching it happen arguing for it because of missinformation. Here soon the u.s.a will be going further and further down the ladder as many other countries realize we have nothing and only bring garbage to the table and cross us off their trade. Imagine if the virus hit us like it is in China. The hospital would be full of only the wealthiest. While the rest would be stuck on there own. By time our government acted most would be dead while the rich and government are in bunkers until it's all over.

再没有什么比这更能让他们团结起来了，似乎每次我们试图击败他们，他们都会变得更加强大。中国确实是这样，计划并大规模实施。当我们坐在这里抱怨我们的政府和公司的所作所为，并试图让中国成为坏人。对不起，美国国家安全局，联邦调查局等等，已经这样做很多年了，不仅仅是对其他国家，大多数是对我们自己的人民。不，美国做什么并不重要。 银行、政府和执法部门已经毁掉了美国的一切，我们中的许多人就坐着，看着它的发生，因为错误的信息而争论。很快，美国将在这条道上越走越远，随着许多其他国家意识到我们无所事事，只会把垃圾带到桌子上，就会把我们从他们的贸易中划掉。
想象一下，如果病毒像在中国那样袭击了我们，那医院里只有最富有的人。而其余的人只能靠自己了。等到我们的政府采取行动的时候，大多数人都已经死了，而富人和政府却躲在地堡里，直到一切都结束。

Jamal S.A.
No American Chips, No American Software, and the price band is closer to Apple, yet selling like hot cakes. Even in Singapore, people are queuing up to pick up their Huawei handset in the launch date.
Americans should wake up, and ignore Trump, Marco Rubio and Nancy Peloci to save their country for their kids’ future. Those politicians are destroying US.

没有美国的芯片，没有美国的软件，价格区间会更接近苹果，但却卖得很火。即使在新加坡，人们也在排队购买华为手机。
美国人应该醒悟过来，忽视特朗普、马尔科 · 卢比奥和南希 · 佩洛西，为他们孩子的未来拯救他们的国家。 那些政客正在毁灭美国。

Mike Chiew
What can I say is, Trump deliberately set up this ugly blockage to cause hurt to Huawei but for that reason the US chips and processors makers are currently suffering from unattainable sales quotas from Trump personal trade battle with China and Huawei.
These electronic chipsets and processors are meant to make as much money as possible for the company and be profitable. Without profit, how are these companies are going to pay for the staff wages and their direct and indirect expenditures of the manufacturing plants. In fact, Huawei has invested money on all these US based production and research centers to earn some profits out of the investments and at the same time could secure the supply of the electronic parts back to Huawei - China but Trump using his executive power to limit its supply.
On the other hand, China started their own chipsets and processors manufacturing plant to avoid the uncertainty of supply by the unpredictable temperament of the Trump policies. Some how these US chips and processors manufacturers did apply for reprieve to strike deals with Huawei and had increased their sales volume to survive at this treacherous time just to stay afloat. Even Apple has suffered heavy drop in sales volume all over the world and has to come out with a new product that priced less then USD 400.00 per/set to stay afloat for the time being.

我只能说，特朗普故意设置这种恶心的障碍，是为了伤害华为，但正因为这个原因，美国芯片和处理器制造商目前正在遭受特朗普与中国和华为的个人贸易战所带来的无法实现的销售配额。
这些电子芯片组和处理器能为公司赚取尽可能多的利润并实现盈利。如果没有利润，这些公司将如何支付员工工资以及制造厂的直接和间接支出。事实上，华为已经投资了所有美国零器件生产和研究中心，以赚取一些利润，同时可以确保供应的零器件回到华为，中国，但特朗普使用他的行政权力限制其供应。
另一方面，中国已经启动了自己的芯片组和处理器制造厂，以避免特朗普政策的不可预测性造成的供应不确定性。这些美国芯片和处理器制造商，确实申请暂缓与华为达成协议，并提高了销售量，以求这个动荡的时期生存下来，仅仅是为了生存。就连苹果公司在全球的销量也大幅下滑，不得不推出一款定价低于400美元的新产品，才能暂时维持下去。

Ridzwan Abdul Rahman
Huawei anticipated this happening and they started preparing for it since last year. This is actually an opportunity for China to expedite the development of their own chip producing technology. And the Chinese government has allocated $2.2 billion for chip development. Within a few years, the US will regret this ban.

华为预见到了这种情况，所以他们从去年就开始准备了。这实际上是中国加快发展自己的芯片生产技术的一个机会。中国政府已经拨款22亿美元用于芯片开发。不出几年，美国就会对这一禁令感到后悔。

Lawrence Chen
This proves that they can make their own Processor. Yep, ARM is an United kingdom company, now owned by SoftBank. Plus, it is not a war between Huawie and USA. Chinese government would fully support Huawei upon this matter. Soon or later, we can work things out. In 1960s, without support from Soviet Union, we successful made nukes to ensure the possibility of peace, after that, we get rid of food issue and became the 2nd largest GDP country in the world. Therefore, you should not worry about Huawei at all. They can make it after all
As life must go on when ban is not avoidable, they will just fix it.
Mr.Trump is very clever that he must fight China now or never. However, he maybe not that winner, USA is not that strong like it used to be, when it cracked, it would cracked in each and all parts. Huawei is just the start of the whole war, no worry as an average consumer
Just buy whatever you think is good. Thanks

这证明了华为他们可以制造自己的处理器。是的，ARM是一家英国公司，现在归软银所有。另外，这不是华为和美国之间的战争。在这件事情上，中国政府将全力支持华为。迟早，我们会解决问题的。20世纪60年代，在没有苏联支持的情况下，我们成功地制造了核武器，确保了和平的可能性，之后我们摆脱了粮食问题，成为世界第二大 GDP 国家。 所以，你根本不用担心华为。毕竟，他们可以做到。
当禁令无法避免的时候，生活必须继续下去，他们会解决它。
特朗普先生非常聪明，他必须现在就与中国作战，否则永远没机会了。然而，他也许不会是那个赢家，美国不再像过去那样强大，当它破裂时，它的每一个部分都会破裂。华为只是整个战争的开始，作为一个普通消费者，没什么可担心的。
只要你觉得好的东西就买，谢谢。

Alex Shim
Shenzhen is where Huawei’s headquarters is located as well as where HiSilicon is located. HiSiicon fabricates the Kirin chipset for Huawei phones. As for the 5G telecommunications network equipment, I am uncertain where or how Huawei will procure those electronic components for their 5G products.

深圳是华为总部的所在地，也是海思的所在地。 海思为华为手机制造麒麟芯片组。至于5G电信网络设备，我不确定华为将在哪里或如何采购5G产品的电子元器件。

George S
I think this move actually might cause them and other companies to gain funding support thus being more reliant and influenced by Government policies. Then the US can more back their claim with that Huawei is supported by the government which previously may not have been true.

我认为这一举措，实际上可能会让他们和其他公司获得资金支持，从而更加依赖和受政府政策的影响。然后，美国就可以更多地支持他们的说法，即华为得到了政府的支持，而此前这种说法可能并不真实。

Eewee Koh
Mainland China is the largest market for semiconductors (and for basically everything else), and Huawei is the biggest player in the IT industry in China. China has made it clear that it will not let the US destroy Huawei.

中国大陆是最大的半导体市场(基本上所有其他市场也是) ，华为是中国 IT 行业最大的参与者。 中国已明确表示，不会让美国摧毁华为。

Lance Chambers
Because they are a ‘FOR PROFIT CORPORATION’. The business wasn’t started to make your life easy, or to obey politicians, or to play nice, etc., etc. They are there to maximise profits. THAT’S IT! MAKE MONEY and as much of it as they can.
China is, or soon will be, the worlds largest market for at things IT/computing/crypto currencies, etc., etc. China is where the money is to be made and they are also leading in an array of high tech fields.When you add in the fact that China activated Made in China 2025 a few years ago you know the world is going to change.

因为他们是盈利性公司。做生意并不是为了让你的生活变得轻松，或者服从政治家，或者扮好人等等。而只是为了利润最大化，就这样！尽可能多的赚钱。
中国现在是，或者很快就会成为世界上最大的 IT / 计算 / 加密货币市场等等。中国是赚钱的地方，他们也在一系列高科技领域处于领先地位。如果你再加上几年前中国启动了中国制造2025，你就会知道世界将会发生变化。

Steve Hills
This is the Western sanctions against Huawei have some very unfortunate consequences.
Huawei and China are big enough to develop their own chips, operating systems and apps which could provide a strong competitor to the “US based” android and Apple systems and apps. They will then outsell and replace the US products in many poorer countries of Africa, Middle East, South America, India and SE Asia. Much more than half the world.
This will hurt American business and consumers as smaller volumes, and fear of Chinese stealing technology, will force production into higher cost and “safe" countries. It will reduce US innovation as a result and in a decade, the Huawei phones may be the world’s best with no availability in western countries. The balance of power in technological innovation may well shift from the US to China.
I do appreciate that Huawei behaviour may be unacceptable but negotiation may have worked better than immediately declaring war.

这就是西方对华为的制裁带来的一些非常不幸的后果。
华为和中国足够大，可以开发自己的芯片、操作系统和应用程序，它们可以成为“基于美国”的安卓和苹果系统和应用程序的强大竞争对手。然后，在非洲、中东、南美、印度和东南亚等许多较贫穷的国家，它们的销量会超过并取代美国产品。 远远超过半个世界的销量。
这会损害美国企业和消费者的利益，因为产量的减少，以及对中国窃取技术的担忧，将迫使生产进入成本更高、更“安全”的国家。这将减少美国的创新能力，在十年内，华为手机可能会成为世界上最好的手机，而西方国家却没有。技术创新的力量平衡很可能会从美国转移到中国。
我承认，华为的行为可能不能接受，但谈判可能比立即宣战效果更好。

Paul Sutton
First it was “no US chips to Huawei.” Nvidia, a major supplier to Huawei went “Duh, all of our chips are manufactured overseas, so, ‘business as usual’ between us Huawei.” And indeed, the shipments continued.
Next the President recently said “No chips made using equipment manufactured in the US.” TSMC says “How you going to stop us? Besides, that equipment is getting old, so maybe we should just open up a plant in AZ, and ship our old equipment there and install newer chip-making equipment made in China here in Taiwan and get around that particular problem.” All in slow-motion, of course.
Trump is rattling his saber for the home crowd, not effectively making either policy for Taiwan (or S. Korea, or Malaysia, or…) and everyone will sooner or later find a way to ignore his bluster and continue doing what they’ve been doing all along. His main complaint: China is developing 5G equipment far faster than America is. It’s called “competition,” and the fact is that our throwback attitudes towards education and the educated is beginning to bite us in the butt.
There is a legitimate concern that the US is falling behind China, but the appropriate response would be to encourage education in America and end the talk of “elites” or “elitists” just because someone had the good sense to get an education rather than work mindlessly on some assembly line - then whine about “how can I have a middle-class lifestyle on these wages?” China supports education, the US denigrates it. Which approach do you think will work in the 21st century?
Like his previous bluster, Trump’s words are more for domestic consumption than they are about policy. Do a search for “Smoot-Hawley Tariff Act” and see how that turned out before cheering for “more censure for China” in the form of tariffs and edicts.

首先是“不给华为美国芯片” 。英伟达，华为的主要供应商，他说：“诶，我们所有的芯片都是在海外生产的，所以，我们之间一切照旧。”事实上，现在还在继续发货。
然后是，总统最近说“不得使用美国的设备制造芯片。”台积电说“你要怎么阻止我们？此外，那些设备已经老化，所以也许我们应该在亚利桑那州开一家工厂，把我们的旧设备运到那里，在台湾安装更新的芯片制造设备，解决这个特殊的问题。” 当然，这些都是慢动作。
特朗普正在武力威胁国内民众，不能有效地为台湾(或者韩国、马来西亚，或...)制定政策，所有人迟早都会找到一种方式，忽略他的咆哮，继续做他们一直在做的事情。他的主要抱怨是: 中国发展5G设备的速度远远快于美国。 这就是所谓的“竞争” ，而事实上，我们对教育和受过教育的人的倒退态度，正在开始反噬我们。
人们有理由担心，美国正落后于中国，但恰当的回应应该是鼓励美国的教育，停止谈论“精英”或“精英主义者” ，因为有人有良好的意识去接受教育，而不是盲目地在流水线上工作，然后抱怨“我怎么能靠这些工资过上中产阶级的生活呢? ”中国支持教育，而美国诋毁教育。你认为哪种方法在21世纪会奏效？
就像他之前的咆哮一样，特朗普的话更多的是为了国内消费，而不是政策。 搜索一下“斯姆特-霍利关税法” ，看看是什么，然后再用关税和法令的形式欢呼“对中国更多的谴责”。（译者注：一些经济学家认为，斯姆特-霍利法案是导致美欧之间贸易规模从1929年的历史高位急遽衰退到1932年历史低位的催化剂——这次衰退伴随着的是大萧条的开始）