Pearl River Delta chip enmity record

The history of chips in the Pearl River Delta is a very typical "non Huawei" narrative.

In the chip gold rush of the Pearl River Delta, some people started their own businesses and died in car accidents, some failed to start their own businesses and accused their former partners of non fiction novels, some suddenly became rich, and some fell from grace.

For over twenty years, hundreds and thousands of IC design companies in the Pearl River Delta have continued to hover in the mid to low end of the value chain, surviving on low net profits in a fiercely competitive market after a fierce price war.

Even the best among them, most of them cannot escape the cyclical law of being a "generation boxing champion". After shooting stars across the sky, they were unable to maintain their glory like Haisi and instead fell into silence.

In the wave after wave of consumer electronics, the gold diggers in the Pearl River Delta chip field have developed an extremely high market sense. They designed one "cost-effective" chip after another to cater to Shenzhen's copycat players and low-end domestic manufacturers, but their relentless pursuit of innovation ultimately backfired their drive to evolve into the mid to high end value chain.

From repeaters to MP3 players, MP4 players, tablets, and various IoT products, the consumer electronics trend in the Pearl River Delta continues to evolve with the top developed countries in the industry chain, while also having unique Chinese characteristics. However, it has always been overshadowed by Apple.

How can we establish a long-lasting business?

Whether it is chip players who take advantage of the situation, other component suppliers in the electronics industry chain, or consumer electronics terminal brands, they all need to consider this issue. As the population, land, and export dividends come to an end, how can players in the consumer electronics industry chain in the Pearl River Delta break free from the inertia of the "short, flat, and fast" model and develop long-lasting businesses?