Let’s first see that in addition to Apple recently launching new mobile phones, there is also Huawei . Now here, Huawei has also come to the campus hoping to recruit talents. They offered a lottery and gave away new 5G mobile phones. The venue was about It can only accommodate 500 people , but about 2,000 people poured in. You even had to go to the reservation an hour in advance. Then what you see is that they are holding a lottery on the screen. As a result, one student was really lucky . He was I got a new 5G mobile phone . When he came on stage, you saw that of course he took pictures first and then hoped that he could say something . Turns out he was really excited. Listen to what he said first. He actually said what he just said. Even though he was very excited, he didn't know what to say , so he finally squeezed out four words: "way ahead" . In fact, because we saw this new mobile phone in Foshan, there was a diaper company and they also wanted to register this trademark internationally. The classification is medicine. The current trademark status is Pending. In fact, he has also applied for another trademark for Mate 70 Pro. In fact, Huawei’s founder Ren Zhengfei is also described as saying that he is going to use this new phone in the hope of making a comeback . They have also upgraded this one . Mobile phone shipments in the second half of the year are estimated to be 20% to about 6 million units. It is also said that Huawei's purchase of high-end mobile phone components will increase to 3000 to 40 million units in 2024. In fact , everyone can recognize him as Ren Zhengfei. So far, there is no obvious anti-American color. He once believed that if you want to be the most advanced, you must learn from advanced people. He emphasized that it is indeed a difficult period for the company , but they will continue to move forward . Listen to how he said what he said. He is actually implying that he is not afraid of US sanctions because for them, they can just make their own chips. Huawei, indeed, we have seen it recently , especially in the mainland Chinese market. It seems to have a place , especially when we see that compared to Apple, they started pre-sales two days ago . As a result, some platforms such as JD.com said that the supply of the standard version of iPhone 15 seems to be sufficient. You can also buy it on the official website. The display says that the first wave of new iPhone products can still be shipped as usual on September 22 , so some merchants say that the first wave of new iPhone products every year is the time when the craze is the biggest and the premium is the highest. However, the market has not been as good as before in the past two years. Of course they will be more cautious when receiving the goods , especially the standard version, which will not be released or break. It is almost a high probability event . They said it is better for us to receive Huawei. Now Huawei is the so-called hard currency , so the quotation also shows that currently Huawei's new mobile phone has a premium of 700 yuan , and other series also have a premium. Even the second-hand recycling ratio on JD.com is 600 yuan higher than the original price. So some people think that it will become a financial product, but We have seen that this may also have something to do with the iPhone's promotional tactics, which has aroused the anger of some people in mainland China. The latest is that they have a photo of an Apple Watch model with a man with pigtails on his face . Is it being criticized for being discriminatory against the Chinese even though I have a tumor ? Well, now mainland China needs to have some industries of its own, so have they also implemented some strategies for the iPhone ? Because just when Apple launched the new iPhone, mainland China’s diplomacy The Ministry of Commerce denied that they had banned Apple phones , but it was because the product may have safety issues. Voice of America quoted expert analysis and said that it believed that Beijing deliberately released such ambiguous signals and the timing was cleverly calculated. The main thing is to warn the United States that we have cards in our hands. The mainland has a mysterious mobile phone factory. You may not be so familiar with it , but it is already among the top five in the world. Transsion has a market in Africa. The market share is the king, so of course this is also a test for the chip ban in the United States. Its product upgrades are a statistic released by TrendForce, a market research organization. You saw what they said about Transsion. The mobile phone brand is already the fifth largest in the world. Who can fall behind? The first is Samsung, then Apple , the third is Xiaomi, and the fourth is OPPO. Of course, because of this phone, in the Chinese world, it is possible that everyone is not interested in it. I don’t know much about them and have no sense of presence. However, in the markets of some emerging countries, they own half of the country , including more than 70 countries and regions in South Asia, Southeast Asia , the Middle East, and Latin America. So in fact, they have a mobile phone and they have quietly joined the ranks. The global market would first like to ask the ambassador what he thinks of Ren Zhengfei. Is he now a man who is willing to take advantage of his own resources ? Moreover, he has always been a battle of wits and strength. He is not easy to get angry, even though his daughter was under house arrest in Canada because of the United States. For the past three years , he has said that this is the best opportunity for Ren Zhengfei and his daughter to grow up and understand the cruelty of the environment. Therefore, his perspective on things has always been different from that of ordinary mortals, so what he said I think he is talking about him. I don’t think he is anti-American. I think his basic point is that it is useless to be emotionally anti-American. But he also said that he is fighting a war with the United States. This war is actually quite cruel. He used to have his mobile phone business. From 230 million mobile phones a year to only 3,000, he lost 200 million mobile phones a year. That is really crueler than war. A company 's sales dropped by 200 million in one year. If it can survive, it means that it still has great strength. Then it took him 1566 days to return to the high-end mobile phone market. In this environment, he had no way to get any country to provide him with high-end chips. In the past, high-end chips were purchased from abroad. To be honest, they were all purchased from TSMC , but the United States was not allowed. TSMC sold this chip to Huawei and sold 200 million Huawei mobile phones. However, it is now on the rise. Its main breakthrough is in the chip. This year I saw its mobile phone Mate 60 Pro. After the launch of the Mate 60 Pro , the sales estimates have been going up. Going up, I saw another 30 million to 40 million pieces today . You have to know that we have calculated that if it sells 6 million pieces, its annual income will be about 100 billion yuan. If it sells When it reaches 15 million units, its income will be nearly 150 billion yuan. This is a very large income. So now that I see this, I will reduce it next year and say it by the end of this year. 6 million units in the second half of this year plus 30 to 40 million units next year. This is really very important to Huawei's mobile phone revenue. This company's revenue is very important because in the past, its annual net profit was It's hundreds of billions of yuan. After the epidemic and the suppression by the United States , it can be almost 30 billion yuan, which is already very good. I think this Mate 60 Pro will help Huawei's entire company's revenue recover significantly. After recovery, the company will be more competitive. When it was struggling in the difficult times in the past , you can see that its ability to break through is very strong. In addition to making the electric car Wenjie M7 electric car , it is far ahead . The CEO of Huawei said to the outside world that they actually showed a very good lead in smart driving and smart cockpit. In addition, Huawei also cooperated with a company when it was in trouble in the past. A very famous company cooperated with the Maotai distillery. It wants to help Moutai digitize the entire company by using the most cutting-edge so-called artificial intelligence technology to improve the efficiency of the company. So one of the spirits I want to show at Huawei is that it can be calm and composed when encountering adversity. Rely on your own efforts to break through , and after breaking through, it is like rising from the ashes. So Huawei is said to be a company that defeats a country. So of course Huawei comes in the face of adversity. What does General Li think about whether Huawei will really become Biden? Let me show you my inner demon first . Can you make it clearer? The lower line is Huawei’s sales. The upper line is Apple’s sales . Let’s look at the sales of both parties in the past few years. We can make a comparison and explain it. Now I am probably very fast because the screen is not very clear. First, we know that Apple’s sales volume far exceeded that of Huawei before 2015 , and the number was very large . But Huawei, you see Its climbing speed is very fast. Even in 2018, it was already a golden cross with Apple . Its sales volume has exceeded Apple. Apple has been plummeting, right? It has been crossed by death. But in 2019, because the United States suppressed Huawei Therefore, Huawei quickly fell again, and Apple in the United States rose again. So, so far this year, what will happen next year? We have to wait and see. The sales volume remains to be watched , but I think this war between Huawei and Apple actually represents what is behind it. It is a technological war between China and the United States. For this matter, everyone is curious about how Huawei can do it , because it is controlled from upstream to downstream and strangled. From the design of this chip, we know that I am going to do this. No matter what I want to do with the mobile phone , such as map search or various functions , it must have a designed chip. From the design, there must be a software called EDA. EDA is strangled and controlled. Qualcomm is the one who makes this thing . It is not allowed to sell anything to it , so it must design the chip itself. Now it has been proven that Huawei can invent the software and make it by itself. EDA can design the chip . After designing the chip , you have to hand it over to the manufacturer. The company will hand over Qualcomm to TSMC for production, and now it will be handed over to SMIC. The second question is whether SMIC has the ability to produce this chip. After dismantling it, they found that the chip inside is 7 nanometers. We all know about this. Everyone is very curious about whether SMIC has the ability to make 7 nanometers. Because we all know that 7 nanometers may require a deep violet machine such as EUV to be able to make it. Esmore's is now only available in mainland China. DUV Can DUV achieve 7 nanometers ? In fact, everyone is very curious about this matter. I am also very curious about this matter. I went to ask the engineers at ASML and TSMC engineers. I asked if it was possible to make it. He said it was possible. It can be made, but there are two keys. The first one is consumption . It requires a lot of consumables to make the chip and it has to be made many times. That is, it is very expensive and even its yield rate was only 15% in the past. I heard that it has now been increased to 15%. 50% , so its cost is very high. We have reasonable doubts that Huawei can make this kind of chip this time. If SMIC can make this kind of chip, it must mobilize the whole country to assist it and help it, including various enterprises , including the central government . It has a lot of subsidies to enable it to make this kind of chips , so I think this thing will ultimately represent the technological war between China and the United States. The U.S.’s suppression of China’s technology has already meant that there may be no way to continue suppressing it , because 7 nanometers will be produced soon, and 2 nanometers and 3 nanometers may have a chance to be produced in the future . What does Brother Bing think of this? I think Huawei, of course, Mate 60 Pro has really set off a whirlwind in this technology war between China and the United States, so some manufacturers are trying to register trademarks. I also find it very interesting, because in the past few days, there have been some, including Xianglong. Didn't everyone including Teacher Lai receive it? Then I actually saw the media saying that if you use this thing, you must be careful. It will not be worth the loss. Did you make a mistake? That one was given to him for free by others. Is there any good thing that outweighs the gain ? I don’t think it’s worth it. It sounds strange. The point is that it actually uses a relatively low-end chip. Because the iPhone 15’s chip is 3 nanometers , it is actually a relatively high-end chip. But the problem is that at least so far, the response from Huawei Mate 60 Pro users seems to be pretty good. The performance is pretty good . Some people even tested it and it can reach 5.5G network speed. So what is the situation? Does it mean that we actually have a problem? The myth is that mobile phones really need such advanced chips. Do they really ? Of course, 3nm must have its value. It may be that it can run higher-end programs or other things , but for general purposes, it In fact, 7nm may be enough. Even Huawei has a function that the iPhone 15 does not have , that is, it has a satellite communication function. So this is certainly cool to many people , but of course in the end it still depends on the output of the first one. Will it be very stable ? The whole world is watching now, that is, Huawei. If it can really stably mass produce tens of millions of units, it means that its yield rate must be much higher than what the outside world imagines. Because some people outside say that the yield rate is only 15%, some say 50%. Let me tell you, if the yield rate only stops at 50%, it will be almost impossible to produce such a large number of mobile phones so stably , and the cost will be high. It's scary , so I think if Huawei can ship goods stably , it means it is really mature in this regard. What the United States must think about carefully is why Asmore has been opposed to the embargo on mainland China . The most important issue is that it clearly knows Mainland China will be able to produce it in 2 or 3 years , so it hopes that you will make it earn more money in the end in 2 or 3 years. As a result, Americans are not willing to do so. Now that you have banned it, you are now forcing mainland China to accelerate its development. One day, if mainland China really develops this thing on its own , you have to know that in the past, mainland China did not have photolithography machines. It did have them, but its local ones were poorer, more expensive , and less practical . But now you are forcing it . Mainland China will develop this thing at all costs. When it really develops, it will not need to rely on you at all. May I ask what the United States will use to suppress it ? The past strategy of the United States is to hope that everyone will follow the economic development of mainland China. After the integration becomes deeper, everyone has what they need from each other and it is less likely to conflict. Now when you force mainland China to become a complete one-stop self-employed business, in the end, mainland China can decouple from you , but you How is the United States going to deal with it ? So sometimes this crisis may be a turning point. Take a rest and come back soon. I don’t know his whereabouts. It’s the 19th day. Now, of course, China and the United States are saying that we don’t understand. The first thing we saw was the United States, and they said they don’t understand him at the moment. situation , but everything is ultimately decided by the Chinese government. We saw that Mao Ning was also questioned. Let’s take a look at this picture first. Is this picture reminiscent of Qin Gang not long ago? So the Voice of America analyzed that Li Shangfu may have followed in the footsteps of Qin Gang. Even though he was deeply appreciated by Xi Jinping in the past , Reuters bluntly stated that he was suspected of being in this situation because of the corruption case involving arms procurement. On September 15, there was a There were only three people sitting on the rostrum of the Chinese military's political education conference. But you saw that Zhang Youxia, the vice chairman of the Military Commission, and Li Shangfu were both absent from the meeting , so it attracted attention. So why is Zhang Youxia involved? Because he is Li Shangfu and Zhang Youxia. Zhang Youxia is a protégé of Xi Jinping , so there are rumors that something might happen to him next. He has a very good relationship with Xi Jinping , and even the two families are family friends . But even so, we see that now he is probably one of the candidates to be dismissed. Well , especially now that Xi Jinping is going to crack down on corruption. The Central Commission for Discipline Inspection has reported 20 insiders within a month , including Liu Lixian, the former party committee member of the Industrial and Commercial Bank of China in mainland China . He is also undergoing disciplinary review. Liu Lixian is also this year. Since then, the Central Commission for Discipline Inspection has eliminated the seventh financial tiger. Starting from February this year, mainland China has launched the so-called rectification of the education of the national discipline inspection and supervision cadres. Simply put, it is to fight against corruption and eliminate these corruption issues. The black sheep , but now that Lee Sang-bok is missing, everyone’s comments are different , because there are also comments that think that this is beneficial to the dialogue between the United States and China, like Bloomberg. He said that in fact, it may be beneficial to the relationship between the United States and China. We see now Vietnam and China are said to be gay brothers , so the latest meeting was between Li Qiang and the Prime Minister of Vietnam, who emphasized that the two countries should establish a strategic cooperative partnership. This is also a foreign relationship that Vietnam attaches great importance to. The Prime Minister of Vietnam actually met with Biden and said that he hopes to implement strategic relations and promote defense cooperation. The main problem now is that Vietnam’s biggest problem is the lack of scientific and technological talents , but they also rely heavily on mainland China , so if Biden can The dream of building a so-called semiconductor base here has also been commented that this is likely to be kicked into stone, and there may be no way to change it in a short period of time . In addition, we saw Venezuelan Prime Minister Maduro , who was in mainland China for 7 days. He did three very interesting things. He showed off his Huawei phone and said that from now on he would not have to worry about being monitored by the United States. Then when a Hong Kong reporter asked questions in English, he said you can speak Chinese directly . And Maduro walked out . In the General Assembly Hall, he saluted the guards. These three things all happened with the same signal. What is the same signal? Has the conflict between the United States and Venezuela been eased? If you want to break the situation, one way is to surrender to the United States. The other way is to strengthen interaction with countries in the global South. Is it possible to find a new path? What does Ambassador Laijie think about Li Shangfu's 19th day ? Is this a heavy attack on him now? Because the last time he had a bilateral meeting with the Vietnamese Minister of Defense was mainly due to an important meeting. For the time being, because the mainland said it was due to health reasons, he did not go to this meeting, so it attracted widespread attention from the outside world. There are more and more reports from various aspects , especially the Western media in the past two days. The reports have become more and more certain, as if they directly It is said that Li Shangbok has been dismissed. Many Western media have reported this way , but so far, mainland China has not released any further official information about Li Shangbok , so this matter has become what everyone thinks of. Is it the same as what happened last time with the foreign minister of mainland China ? Judging from the background of Li Shangfu, his background is actually quite special. Many of the ministers of defense and senior military leaders in mainland China usually have many of them. Li Shangfu was promoted step by step from the so-called field forces or the commanders of these different military regions. His background is quite special. He studied science and technology. He graduated from the National University of Defense Technology. After graduation , he went to He worked at the Xichang Satellite Launch Center for a long time and eventually became the director of the Western Rocket Launch Center. So he had a very, very close relationship with the Rocket Force system in mainland China. After he left the rocket launch system, he went to He became the so-called Minister of Military Equipment in Mainland China. Minister of Equipment . He started to serve in about 2017. It’s very interesting. We just mentioned this. This is equivalent to saying that his predecessor Zhang Youxia took over Zhang Youxia’s position. Zhang Youxia also did equipment. The minister said that in fact, most of the two cases he handled involved a large amount of military supplies, a large amount of economic research and development funds for military science and technology. He should have a good understanding of the entire key operation link from the grassroots level , but he is in such a high position , so If there is a problem with the entire system , it is difficult to say that it can be completely divorced from all these possible malpractices. This is my general speculation. This is why the Chinese mainland Rocket Force had a major change a while ago. It's because in March last year, there was a report in the United States that reported the deployment and personnel information of all rocket forces in mainland China in a very detailed way from a report from a military academy in the United States. I think it caused a stir within mainland China. There was a huge uproar, so I think the personnel overhaul of the Rocket Force may have some impact on the top brass of the Rocket Force. However, this is all speculation from the outside world. I think if there is no further information, everyone is just guessing, but the United States and the West The media is very happy to exaggerate the situation. What does General Li think ? Is it possible that the current situation of Li Shangbo will be more beneficial to the dialogue between the United States and China ? Is it possible? First, let me talk about Vietnam first , because we I know that two days ago, Biden took a group of semiconductor giants to visit Vietnam and hoped to establish a good relationship with Vietnam . I think he has two purposes. The first one is to establish economic and trade relations with Vietnam. A friendly economic and trade relationship strengthens economic and trade cooperation because it is talking about friendly shore outsourcing. It hopes that Vietnam can replace the economic and trade status of the mainland and weaken its dependence on China. But we know that in terms of military, it hopes to borrow Vietnam's strength from Vietnam. Cam Ranh Bay is a military port, and there is a Philippine base here on the right side. In this way, it can form a control over the South China Sea. So I think this is Biden's calculation, but I think his calculation is really a complete miscalculation. Let's take a look. The words above, this, and this , Pham Minh Ching, mean that Vietnam and China are comrades and brothers. The relationship between Vietnam and China is a comprehensive strategic cooperative partnership. We need to know that from the perspective of the CCP, their relationship is not like what we in Taiwan casually talk about in our diplomacy . The ministry sometimes casually talks about what they first called it. Do you know that the lowest level is called strategic partnership ? If it can be further improved, it can be called strategic partnership. Finally, it is comprehensive strategic partnership , and the highest level is called all-weather comprehensive strategy. The only partnership that has been elevated to this level is Pakistan , which is currently elevated to this level with the CCP. So it can be seen from the level of this strategic partnership between China and Vietnam that China and Vietnam still belong to the same category . A very friendly relationship in terms of economic and trade terms Is it possible for Vietnam to develop semiconductors now? I think the chances are slim. The first thing is that it is short of electricity. We all know that semiconductors in Taiwan, like TSMC, consume a lot of Taiwan’s electricity. The most obvious thing in Vietnam now is that it is short of electricity . There is not enough electricity. Even these electricity The northern region has to rely on China to supply electricity to it, so it doesn’t have enough electricity. Secondly, it doesn’t have enough talent. Then later I see that Maduro is more interesting . In fact, Maduro and Trump do not admit that he is The elected president even sent special forces into Venezuela to assassinate him in 2020. So under this situation, Maduro , which is rich in oil, certainly hopes to form an alliance with China and achieve follow-up cooperation with China . No matter how you look at it , I think there certainly seems to be something wrong with Li Sangbo , otherwise he wouldn’t have disappeared for so long. The problem is that so far , the outside world is probably speculating, including Blinken, who says he doesn’t know what happened, so I think it’s too much. In fact, the speculation does not make much sense. If it is really related to corruption, I think this is a good thing for mainland China, that is, it can improve the discipline of their officials in this way. This is good for the development of mainland China itself. Okay , but some people think that if Lee Sang-bok is replaced, there will be more opportunities to improve relations between China and the United States. Is it easier to negotiate with the new defense minister because at least the new defense minister has not been sanctioned by the United States ? I think this has something to do with it. That has nothing to do with why. The main reason why Lee Sang-bok cannot meet with the US Secretary of Defense is the problem between China and the United States. This is caused by Xi Jinping's complete lack of trust in the entire argument of the United States. One of the consequences is not Li Sangbok's personal problem, nor is it Li Sangbok's obstruction of communication between China and the United States. Before the entire national policy of the United States has not changed, it is difficult for China and the United States to communicate. So I think even if Li Sangbok is replaced, he will be replaced by another. With the new Secretary of Defense , I think the situation is still exactly the same. Should we not communicate or not ? Because the United States has not shown real sincerity. If everything remains the same as in the past, that is, Biden himself made some promises to Xi Jinping when he was in Bali. After finishing it, I forgot about it and then continued to do these things. How could mainland China want to communicate with you ? Because communicating with you is completely meaningless, so I think this is an issue that the United States itself has to consider. Next, we will look at it. Let’s look at the mobile phone war. Let ’s take a look at the statistics. Huawei continues to be a hot seller. Of course, it is still in the pre-order stage. Some have obtained physical machines , but most of them are still on the way. Among them, it will arrive on August 10th. In terms of mobile phone sales in the Chinese market on September 10th, in terms of numerical rankings, is Huawei fifth and Apple sixth? But you have to look at it because this one has only been sold for half a month and has already surpassed the previous four . And Apple has just announced that In fact, although there are some so-called policy considerations for pre-orders of new phones, the pre-orders in mainland China are still very popular among the public. It seems that they are sold out and the website crashed. Therefore, Huawei, which only went on sale on August 29, is now among the top five sales. Next, many people were looking up and downstairs to see how crowded Huawei was. Xiaomi, which also released a new phone at the same time, was empty. If there was no checkout for 2 seconds, it would be impossible to grab such a ratio. There is a huge difference, but what about the United States? Of course the United States does not have direct access to goods , but does it also grab parallel imports from Huawei? The American shopping website Huawei's smartphone is an anti-CIA surveillance product. It is so powerful that the price is now even higher than that of domestic parallel imports. How about parallel imports on Amazon? It was sold on eBay for 1,500 U.S. dollars, which is about 47,800 Taiwan dollars. The price is amazing , and there are still a lot of American consumers paying for it. Among them, the President of Venezuela said that the United States cannot monitor it with this device. Netizens said that the CIA cannot monitor it, which is a big deal. The selling point suggested that Europe should follow suit , but the European media revealed that the United States was using Denmark's network to eavesdrop on Merkel. Remember the news in 2021 and the news from European high-level officials ? Or because the news had already leaked, European Central Bank President Lagarde made a ruthless move to hold a meeting . In the past , we had to confiscate the mobile phones of all committee members and hand them over to avoid being eavesdropped. Is it really this mobile phone ? Can Huawei avoid being eavesdropped? Let’s observe. But Huawei has now become a country-hated mobile phone. The release of new mobile phones . So Huawei and related forums say that Chinese netizens have been posting pictures of Meng Wanzhou's electronic shackles because it is as simple as hatred between the country and the family. Ren Zhengfei once said something when he was interviewed by foreign media in 2019. 2 or 3 years later, you guys I will know if I can survive if I come back to the interview again. If Huawei dies, please bring a bouquet of roses and place them in front of the grave. But of course, now I tell you that he survived and created another wave of new technological development. Yesterday, we showed We talked about a story that caused a lot of discussion. We are discussing it on the show and will show you the details again. What are the two photos that Huawei often posts? One of them tells a story and a look. Whose look is it? It belongs to the National Army of the Republic of China during World War II. Eyes At that time, an American reporter met a soldier on the road who was about to go to the front line. He asked him why you were rushing to go to the battlefield and you might lose your life. However, he still insisted on going. The reporter asked him how old you were and he said he was 16 years old. American reporter Ask about your family. The Chinese soldier replied that they are dead. An American reporter asked: Do you think China can win? The Chinese soldier replied: China will definitely win. If China wins, what are you going to do? Marry a wife, have children, or continue to join the army . The Chinese soldier smiled and replied, I had already died on the battlefield at that time. This paragraph, this look. It shocked American reporters at the time and spread to the world. At that time, it was the national army of the Republic of China and now it is Huawei. A picture was promoted on the wall. Of course, the meaning is self-explanatory. Of course, the next so-called technological breakthrough point is In quantum? Huawei has also disclosed patents related to quantum chips and quantum computers, which can solve the problem of low yield rate. The US media said that Huawei has obtained a bargaining chip to de-beautify. The focus of research and development is the next ranking of quantum chip technology. It is said in the list that 80% of China's R&D is at the top. The front-end class has become a very important R&D code. So is there any way for quantum cryptography to become the leader in the next wave of stages ? Is it also the key to victory? Brother Liang also recently spread a message that Brazil's 5G communications decided to let Huawei do it. The amount is more than 100 billion US dollars. So basically, I think this mobile phone , the Mate 60, is of course based on how many units it can ship this year. Generally speaking, if it can ship 10 million units, it will be great . It was originally expected to be 6 million units. Now he has said that he will ship 15 million units , but the actual shipment volume is unknown. Those 15 million units are probably RMB 150 billion in revenue . So basically I think for Huawei, it will be a gradual recovery. Until its mobile phone regains the energy it should have. The original energy of its mobile phone was 240 million units in 2019. Last year, there were 30 million units left in 2022. You can tell how big the difference is. So you can expect that this is the market it will gain as it rises. The share is probably what Apple is going to lose , so why does Apple's stock price fall ? Of course, that includes i15, which is not as good as expected. Indeed, and Huawei, you can see that everyone, in fact, can also see the nationalism of the Chinese people. He bought this phone out of patriotic sentiments to support China . You probably remember Meng Wanzhou. Meng Wanzhou was going to hold a press conference on September 25. When she returned to mainland China two years ago, she was all dressed in red on the same day . Is it right to say that it is China Red? So if you think about the Chinese nationalism that it symbolizes, it is very strong. Of course, that includes Ren Zhengfei. He is a great person. He has always insisted on being independent and promoting the most difficult technologies . In fact, Communication is a very difficult industry. The threshold is very high . In the end, we saw that Motorola in the United States has disappeared , and Northern Telecom has also disappeared. Now only the two Nordic companies and Huawei are left . They were accidentally eliminated, and then you You can see that he has not been idle in the past four years. He was boycotted by the United States , but he has continued to make some breakthroughs in communications and intelligence. For example, as far as I know, it was released on September 25th and there is also a product called Star Flash Headset. I heard that it is faster than Bluetooth, about 30 times faster, so you don’t have jet lag. In fact, this is because he majored in communications, so he did not give up his profession. He continued to make breakthroughs. This time, the star flash. Let’s just talk about Star Flash. It’s called Nearlink in English and it replaces Bluetooth. I heard that it was originally called Green Teeth and later it was called Star Flash. Star Flash is now also on Mate 60, right? Then it’s a satellite phone and then Hongmeng comes out to 4.0 . It has put its Pangu model, the artificial intelligence platform, into its mobile phones. In fact, these are not necessarily what mobile phone companies should do, so it is obviously gradually transforming itself into an artificial intelligence platform that is more in line with digitalization. It is a broader ecology of future technology. It is already working on such a concept , so it includes communications , artificial intelligence, and in fact even the smart platform for electric vehicles . So I think these four years have been the beginning of his development. Training to become stronger is a member of Huawei's current marketing campaign. It is not just about mobile phone technology itself, it is a kind of recognition. For example, when Professor Yuan Juzheng told the story of this soldier yesterday , he choked up . This is the hatred of a country and a family for the rejuvenation of the nation. The concept of expectations , but every country sometimes reacts differently to these emotions. Our HTC was beaten to death by Americans. Do you think we Taiwanese have any opinions against Americans? We dare not have opinions and do not want to forget them . Forget about this. HTC is the world's first Android smartphone. It was strangled to death by the Americans and beaten to death. We pretend that it is not the case, but mainland China may not be able to pretend that it is the case . Look at the table. The first one is called Honor. What is Honor ? Honor is a Huawei phone. Honor is a Huawei phone. But when the United States was fighting against it with all its strength, Huawei faced a dilemma and sold the entire Honor mobile phone factory to a This unit is called the Shenzhen Municipal Government. The Shenzhen Municipal Government took out the money and bought this Honor phone without saying a word . Then it is no longer in your Huawei and will not be suppressed by you. Then it will produce some relatively mid-range and low-end mobile phones to continue to survive. The most important thing is Huawei. We also obtained funds from it to get through this difficult period. The Shenzhen government had such a large amount of funds and was willing to provide such a large amount of money to help Huawei overcome the difficulties. The same reason would be true if Meng Wanzhou were Taiwanese today. They may still be in American prisons and unable to get out . This is the objective reality we must face. We have two senior executives from AUO who obediently called us and were immediately arrested as soon as they got off the plane. There is absolutely no normal due process of law. If not , then he obediently goes to jail and then orders another person in Taiwan to go to jail. So this is the United States. Anyway, as long as there is hegemony, it is more hateful than authoritarianism. Americans play this game , but we are its semi-colony. We can only obey us obediently. How dare you post something about someone who went to the front line during World War II ? Do you think HTC dares to post this? If HTC was beaten almost to death at that time , would any National Development and Labor Retirement Fund dare to spend money to save HTC ? No one dares to dare. This is our situation. Huawei, because it has this background , can stand up to Canada and the United States and retain this very symbolic Meng Wanzhou. So the problem is not that Meng Wanzhou is an individual, this is a representative and everyone Don’t forget that when Meng Wanzhou’s accident happened, many American lackeys were from mainland China. People in the United States wrote articles criticizing Meng Wanzhou. Those people don’t know where they are hiding now. This is to a certain extent. You can’t blame mainland China for using mobile phones. What’s funny about the high national sentiment above is that Americans themselves think it’s not safe to buy an iPhone because they might be eavesdropped by the CIA. It turns out to be a propaganda trick. The president of the European Central Bank was also worried about the news when he came in for a meeting. The leak required everyone to put their mobile phones outside the door and they were confiscated and not allowed to be brought in for meetings. Merkel, not to mention that the United States actually uses eavesdropping to control its allies. It is the same method because the United States believes that I am the hegemon and you are my little brother. I am the boss of the underworld and you are my accomplices. Do you think Tsai Ing-wen doesn’t eavesdrop when she is in a meeting ? It eavesdrops as usual. You know as usual, right? Do you think Hou Youyi doesn’t eavesdrop? Do you think Zhu Lilun, Hawaii, and Jiang Qichen, the pro-American faction of the Kuomintang, don’t eavesdrop? Eavesdropping as usual , so this is the status quo. The reality is that unless they all want to change Huawei, if you switch to Huawei, it means you are not loyal to the United States. You should still use iPhone obediently . So for the United States, it will still distinguish between you using iPhone and Huawei. Are you kind or malicious towards the United States ? Do you have a certain degree of loyalty to the United States? This is an objective question that Taiwanese politicians must face. If Huawei can really break through the quantum chip in the future , it will definitely be a third industrial revolution . This new technology is more disruptive than the emergence of mobile phones or other new technologies. Of course, it must be emphasized that whether monitoring is still to be confirmed is a lot of speculation. Of course, there are precedents to follow . Professor Zuo was found in these cases. I think it is. What made my eyes light up was that Xu Zhijun, the rotating chairman of Huawei, said at the World Computer Conference on the 15th that if Huawei’s opponents are at the Ph.D. level, the domestically produced products Huawei is currently using are at the elementary school level . I think he He is very courageous , but it also shows his determination, which is that although its technical level may not have reached the level of the United States, it must use domestically produced products because only domestically produced products can drive its technological progress. It will never grow if it does not use domestic products. This actually reflects that one of the most important and most advantageous niches of mainland China in the entire technological transformation process is that it has a huge supply chain through this so-called edge. If you learn by doing, as long as there is demand, you can drive continuous technological changes. Although your speed is relatively slow, if you can integrate with foreign technology and have foreign technology authorization and technical cooperation , of course you will progress much faster, but you don't have that. In this case, if you can meet local needs and continue to use your own things, you can gradually move forward. I think this certainly reflects not only Huawei's determination, but also its special niche in mainland China. No matter what you look at, In fact, it’s not just mobile phones , including warships, including aircraft. In fact, many of them, especially the warship continent, are now turning into warships and dumplings . This is a technological energy created through the world’s largest shipbuilding energy . But I think there is another point worth seeing. One thing that is happening to Huawei right now is that mainland China has another one, the so-called anti-foreign sanctions, because mainland China proposed a so-called unreliable entity list as early as 2019, and in 2021 there will be a ban on the application of foreign sanctions. These administrative regulations on so-called inappropriate foreign laws were promulgated by the Ministry of Commerce , and then there is the Anti-Foreign Sanctions Law. I think now because some people are saying whether the United States may further sanction Liang Mengsong, if the United States really wants to sanction the mainland, it can use these tools. You can see whether it is effective or not because according to the administrative regulations promulgated by the Ministry of Commerce, it can ask mainland companies in mainland China to stop applying the U.S. sanctions. So if these companies originally did not dare to apply the U.S. sanctions, If he has some business dealings or financial dealings with Liang Mengsong , he may be punished in mainland China. So I think this is another niche we can see. But of course I think the last point is What I still want to emphasize is that the mainland is capable of rapid technological change and rapid economic growth. What are the most important driving forces ? Huge small and medium-sized enterprises and huge private enterprises. This is also a very important point when talking about mainland innovation. It is your strategic intention . Sometimes the strategic intention is not only the country, but more importantly, private enterprises. Because this enterprise is its own, it has the most incentive and willingness to continuously invest in technological changes. So I think in the future, when we look at technological changes in mainland China, it is better to look at private enterprises. I think this is the more important point. We look at a very key indicator of the development of mainland enterprises . Indeed, under the confrontation between China and the United States, it has become a very important key for private enterprises to find ways to break through and innovate . So let’s take a look at it from One person in the confrontation between the United States and China has not yet been completely confirmed, but could it be Minister of Defense Ri Sang-bok who continues to be missing after Qin Gang ? The latest traceable information, let’s help him observe a piece of news from the People’s Liberation Army Daily It was announced to the outside world that cadres with a Buddhist mentality and a flat work attitude must not be left alone. Promoting the promotion and demotion of leading cadres is an effective means of correcting inaction. Of course , it was cited at this time because it is not related to whether they can be promoted or not. The next official can deal with it at any time , regardless of whether it is one of our own. Yesterday, we specifically mentioned the rare article issued by the Chinese Communist Party’s military media. Yesterday, we specifically mentioned that the People’s Liberation Army Daily admitted that there were indeed internal shortcomings and weaknesses in the Rocket Force. Did it happen that these people were all accused? Are they involved in the investigation? Chinese Defense Minister Li Shangfu has reported that there are some fraud cases in arms procurement after being investigated. Currently , at least 8 senior officials are involved in foreign media reports. We still don’t know what the content is , and there is no further information on the facts. However , there are a lot of speculations and reports in the United States and Western media. Of course, Blinken said that they are ready to talk to the next possible successor. But of course, he also said that he did not understand the situation. As for the ambassador to the United States, Manuel Yin was very upset. He actually published a public document saying that the unemployment rate of the Chinese government is very high. I'm sorry that the unemployment rate of the ambassador to Japan is very high. It's not the gaffe rate that our ambassador didn't serve first as the foreign minister , then as the commander of the Rocket Force, and now as the defense minister. Missing: Who will win this unemployment race ? Chinese youth or Xi Jinping’s cabinet. Of course, this is a very sour statement from the diplomat and the ambassador to Japan . Glacier said it immediately. Such sharp sarcasm is very common on social media , but in the world of diplomacy It is almost unheard of that the ambassador’s remarks should be carefully scrutinized and discussed. However, the Taiwanese audience should be used to it. Our ambassadors are similar whether they are from Germany or Japan. However, Li Shangbo has always been described as one of his own and is deeply appreciated by Xi Jinping . So what is going on now? What's going on? The Voice of America report said that Li Shangbo was very popular because he was famous and professional . However, after losing contact for so many days, he was very likely to follow in the footsteps of Qin Gang. He directly described it as a disaster but at the same time, there was a lot of news in the Western media. Are everyone saying that Chinese spies are coming? The UK is about to hold an AI summit because everyone knows that human civilization has been greatly impacted by the challenge of AI . It is necessary to formulate a norm and a possible consensus to prevent humanity from facing the challenge of AI. As a result, the world's first AI security summit was to be held in November , but now the Guardian reported that British Prime Minister Sunak was considering restricting Chinese representatives from participating in the conference. What's going on? It is rumored that a researcher in the British House of Commons has talked to China. After being caught by a secret agent and said to be a Chinese spy, British Prime Minister Sunak heard about it and is currently working on a decision to restrict Chinese officials from participating in meetings. Such a proposal means that they may only be able to participate in part of the meeting but not all. The progress of the conference on AI is of course global. It needs to be restricted and controlled to avoid improper risks. But is there any local restriction in China? The follow-up to this news remains to be seen, but the Sun said that this arrest is just the tip of the iceberg. London may have an entire Is it so terrifying that a spy ring is operating ? The Chinese spy case continues to attract the attention of the British media and is being reported. However, China’s response is that this is called anti-China paranoia and is self-directed and staged out of thin air . Some British politicians have fallen into a surprising anti-China paranoia. Of course, this is not unique. There are many experiences in the past. Look at 2019 and 2021. Canada also said that because of China's involvement, they want to find out the subsequent truth about who intervened . China also said that we are the mainland that was attacked by spies and became APT attacks . Are there main victim countries? Dozens of 10 spy intelligence networks were attacked. Xinhua News Agency reported that they included important positions for China to carry out cyber espionage work. The main victim countries include dozens of different countries , with spies from various regions operating from China. This is the public statement of the Ministry of National Security of China. It even includes the case of attacking the Northwestern Polytechnical University. Now there are arrests . The successful Northwestern Polytechnical University in China was attacked by the National Security Bureau of the United States. This whole successful extraction is called a second date . This concept of spyware allows all network records, including conversations, to be captured and fully monitored. This is called covert operation. Both sides say that the other side has spies and are engaged in an intelligence war. But as for Lee Sang-bok, he is still I don’t know where to go. Brother Liang. In fact, everyone from Wei Fenghe to Li Shangfu is related to the Rocket Army . We know that the Rocket Army has been rectified. The commander also resigned , so I think these are all related cases because Li Shangfu was the commander of the Rocket Force and he was an aerospace major , so in fact it was during his tenure that he went to buy the S400 from Russia. So he has been sanctioned by the United States until today. So I think Xi Jinping should be rectifying the Rocket Force at all costs, so you can see many people being shot. It is understood that several officials from the Equipment Development Department of the Central Military Commission have resigned. Of course he will be interviewed. I heard that his predecessor Zhang Youxia was also interviewed. So I think if this is an anti-corruption rectification by Xi Jinping, I think this is certainly something that should be done for mainland China . Just say how the Minister of Defense Of course, it is very unusual for both the Foreign Minister and the Foreign Minister to have an incident. In fact, some people are saying that the Rocket Force Commander Li Yuchao’s son is in the United States. Is he himself involved in some intelligence transactions ? Qin Gang knew about it but did not. So some people even think that the resignation of the foreign minister is related to this, and it is all related to the Rocket Force. But to be honest, I just sorted out this logic based on the information I can read . In the end, it still depends on mainland China . Is the official going to announce the results ? But frankly speaking, it has reached this level. There should be real problems because he didn’t go to the Southeast Asia Summit, right? Also, I really can’t imagine that mainland China will use a large-scale spy network to attack the United Kingdom. Is the United Kingdom so important? I think Russia may be more interested in Britain because of the Russia-Ukraine war. Britain is the most active country in providing various weapons , including better missiles , including depleted uranium bombs. They are all given by Britain. I can’t imagine that mainland China is busy dealing with Europe’s Von der Leyen. How can Germany and France have time to deal with you? The UK is really unimaginable. As for mainland China being attacked, I think this is 100% because they announced the national configuration of the Rocket Force last year , which aroused alarm, so they started investigating cases related to the Rocket Force. The complete report on the configuration of China's rocket force was published in the US military publication in December last year. Let 's take a break and be back soon. The whereabouts are currently unknown. There has been a lot of speculation in the Western media for several days . So here are the latest ones. The report even made some sarcastic remarks about the US ambassador to Japan. The US ambassador to Japan is actually the imperial envoy sent by the US to Japan, which is equivalent to the position of emperor. The Japanese political arena will hold him in the palm of their hands and enshrine him on the table of gods . Other countries Ambassadors to the United States, like the AIT director in Taipei, don’t get this kind of treatment when they go to the UK and hold up the British royal family, right? Only when they were in Japan, including the Japanese royal family , were polite to him , so Emmanuel’s ambassador to Japan He is Obama's White House chief of staff and has served as the mayor of Chicago and a U.S. congressman, so his speeches with a certain political weight in the United States certainly do not have to meet the standards of a diplomat. He can talk whatever he likes. The point is that he often talks about things that have no common sense. As far as Li Shangfu and Qin Gang are concerned, it is obvious that they have two different handling methods. Qin Gang has never appeared in public again. His rank of State Councilor is still on display , but there is no trace of him in the entire media. There is no pursuit or negative at all... but Li Shangbo suddenly seems to have a lot of criticism , although it is a bit obscure and indirect. It can be seen that Li Shangbo may have real problems. What is important in dealing with them is not whether they can be promoted or dismissed. The important thing about being able to move up or down is that Xi Jinping has the courage to deal with this corruption issue. Compared with the issue of Biden and his son Hunter, the issue is still being fought in the U.S. Congress , so the two situations are really different. The difference is huge. What’s funny is that the AI summit held by British Prime Minister Sunak is basically a good thing . However, I don’t know what kind of AI the UK can hold a summit on. I checked all the technology news and talked about AI. Basically, they either talked about the United States or the United States. The investment and development of AI in other countries in China is very limited. The UK is almost not even on the list. So it was a lot of fun for him to hold an AI summit. But now he said that there might be Chinese spies coming to spy on me at my AI summit. What materials are in it? What materials do you have in the UK ? We still don’t quite understand it. We would like to hear the details. As for espionage activities around the world, of course everyone has their own expertise. China should also have a very good spy network in operation. The United States also has one , which is a hidden front. There is no right or wrong in winning or losing, so each country has its own merits. Although it is said that Northwestern Polytechnical University was implanted with software by the United States, even if you lose, you have to find a way to be in the U.S. military or various institutions. The United States does not have to complain that your secrets are stolen all over the world . Isn't that how it works? We allow a robber and other thefts outside the law to exist in this hidden front. If you are not capable enough, just admit defeat. Take a break and come back soon. Now Western countries have been accusing China of eavesdropping on our intelligence , but China Isn’t it also true that the other side is spying on us? First we saw the example of the UK. Now the UK has announced that it has arrested two people. And because of this, two members of Congress have announced that they will not run for re-election because they are considered suspects. Maybe he has a working relationship with them Then there are necessary measures that may affect their so-called security. But now I think the matter is like this , because the so-called suspect who was arrested has actually stated through his lawyer that he has been telling people all his life. The British work in the UK to tell the British how to fight against the threat from China. As a result, he has now turned into a suspect. He feels that he cannot accept it . Of course, he said that he is innocent, but I just saw it . This example reminds me of Xiang Xin, who still has no way to leave the country in Taiwan.
