3000 chip engineers are unemployed, causing a heavy blow to the domestic chip industry
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The chip industry experienced a major earthquake, and OPPO's independent research and development chip department, Zheku Technology, announced the closure, leaving 3000 chip engineers facing the dilemma of overnight unemployment.Zheku Technology has always had a high reputation in China and is one of the top five chip technology companies
The chip industry experienced a major earthquake, and OPPO's independent research and development chip department, Zheku Technology, announced the closure, leaving 3000 chip engineers facing the dilemma of overnight unemployment.
Zheku Technology has always had a high reputation in China and is one of the top five chip technology companies. The news of its closure has attracted widespread attention.
As a subsidiary of OPPO, Zheku Technology has always had a promising future. And this closure directly affects the future of 3000 senior chip talents, and their employment prospects are also affected accordingly. In addition, this also exposed the critical moment of the survival of domestic chips under the pressure of the United States. In short, the closure of Zheku Technology will have a significant impact on the development of the entire chip industry.
An investor clearly stated that although money can solve many problems, this incident is not something that money can solve. The problem is that if Zheku Technology is not shut down, it may face sanctions from the United States. Therefore, this is a last resort decision.
OPPO originally had plans to manufacture chips, which gave many people hope for domestically produced chips. However, this plan has now been crushed to pieces. Huawei's example tells us that if chips are banned, both mobile phone and chip businesses will be affected and can only rely on other businesses to survive. The pressure from the United States on China's chip industry is constantly increasing, and even chip manufacturing equipment and technical support are banned. This also means that the threshold for the future chip industry will only be raised higher.
In the semiconductor industry, talent is a crucial resource. Although for some people it may just be the dissolution of a team, in reality, these advanced chip talents hold a very important position in the industry. This industry requires the accumulation of talents, and this one-on-one approach has brought a shadow to the future development of the semiconductor industry. More importantly, few companies are currently able to absorb these talents, which also brings some uncertainty to their future.
The semiconductor industry is different from other industries in that it has high investment, long cycles, and requires advanced talents. Only through long-term technological precipitation can sustainable development be formed. If these talents cannot settle down and invest continuously for 5 or 10 years, then technological precipitation cannot be effectively formed. Therefore, the dissolution of the chip team this time is a very unfortunate event for the development of the semiconductor industry.
From the dissolution of this chip team, it can be seen that talent in the semiconductor industry is crucial. For Huawei, the HiSilicon team has invested over 10 years and huge funds, with nearly 10000 employees. Although Huawei's mobile chips were cut off, HiSilicon still perseveres, indicating that Huawei's determination and perseverance in the chip field are very rare. In recent years, Hisense has invested at least over 500 billion yuan, but Huawei is still increasing research and investment, making a huge contribution to the development of domestic chips.
Zheku Technology recently announced its dissolution, among which the impact of US sanctions is also one of the major factors. In addition, Zheku Technology has invested heavily in the field of mobile phone chips, but due to poor market conditions and inability to make quick profits, the stability of its main business is being tested. Similarly, OPPO is also facing dual pressure from its own strategic adjustment and US sanctions. Despite its slogan of "investing 50 billion in its own mobile phone chip within three years", its current investment has reached 10 billion, making it difficult to continue to bear it. It is reported that Zheku Technology has reported that its 4-nanometer AP chip has entered the production stage and is expected to be mass-produced by the end of 2023. However, its sudden dissolution is regrettable.
My personal feeling is that Zheku Technology is close to mass production, and if mass production is sanctioned, it will directly affect its mobile phone business. This is because companies like Huawei, even if they lose their mobile phone business, can still rely on their operator business and enterprise services to support their business. However, companies like OPPO do not have as many development circles as Huawei, as their business mainly relies on mobile phones. Therefore, in order to avoid the impact of sanctions, Zheku Technology chose to dissolve.
Zheku Technology has always been regarded as the most promising enterprise to replace Huawei Hisense and become a domestic chip giant, but it ultimately collapsed. This may reflect the difficulties and twists and turns of China's self-developed chips embarking on an independent development path. For all domestic chip manufacturers, this will be a long-lasting battle that will be fought together with the strength of the entire industry. We can only hope that Huawei can break through the sanctions and blockades as soon as possible. It is estimated that by then, domestic chips will have the opportunity to take off again and truly rewrite the development process of the industry.
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