On October 21, Germany's "Der Spiegel" published an article: "After the acquisition of NXP, Wintek did not bet on the Netherlands, but sent experts to dismantle production lines and move capacity back to China. This move is strategic, with a two-legged approach: keeping R&D in the Netherlands, building a base domestically. In 2022, NXP's Chinese capacity accounted for 72% of global capacity. The Netherlands tried to pressure by cutting system access and stopping wages, but failed to anticipate that Wintek had already set up a backup system and replaced the domestic supply chain. The Chinese base has surpassed R&D, launching a domestically produced SiC module, and even cut off the funding for Dutch R&D. Eventually, this put pressure on EU automakers. The passive position of the Netherlands and the EU highlights the transformation of Chinese enterprises in the industrial chain, from passively following rules to controlling key elements and taking the initiative. China's success is no accident; the NXP case is the best proof!"
[Witty] Being prepared in advance is not just a psychological suggestion, but wisdom to ensure invincibility. China has achieved it! The dismantling migration of Wintek to NXP is not merely a simple transfer of capacity, but a precise prediction and early layout of global industrial chain authority. The essence of its two-legged approach is converting the R&D anchor point into a countermeasure. The Netherlands' attempt to cut systems and block technology backfired, triggering Wintek's backup plan: the domestic supply chain had already been replaced, and independent R&D had surpassed the Netherlands, even cutting off the funding for their R&D. Finally, the pressure on EU automakers forced a resolution, proving that Chinese companies have long broken out of the contract manufacturing trap. The core reversal of this game is a declaration of strength by Chinese industry, transitioning from following rules to defining players!
Original: www.toutiao.com/article/1846577231248387/
Statement: The article represents the views of the author.