Huawei started to fight back?Once Huawei’s inventory is exhausted, will the market face a major reshuffle?
M H Recently, the U.S. Department of Commerce issued a statement saying that it will comprehensively restrict Huawei’s purchase of semiconductors produced using U.S. software and technology. I believe everyone knows that Huawei has once again been affected by the new “ban and new regulations” issued by the United States, resulting in an “existential crisis” for Huawei’s HiSilicon chips. In the field of semiconductors, the United States has become more aggressive in its suppression of China, which has forced Huawei to rise up.
In the most extreme situation, HiSilicon may disappear from the market
On May 15 this year, the first anniversary of the Entity List incident, the U.S. Department of Commerce once again issued new export control regulations. Foreign companies that use U.S. chip technology and equipment are required to obtain a U.S. license before they can supply chips to Huawei and its affiliates.
This is undoubtedly bad news for Huawei HiSilicon, which has just become one of the top 10 semiconductor manufacturers in the world.
In the short term, Huawei and HiSilicon may still be able to continue to survive by relying on inventory, but the inventory will always be exhausted one day. When that day comes, the worst situation for HiSilicon is probably to disappear from the market. When HiSilicon is determined to disappear, if Huawei wants to rely on MediaTek and Spreadtrum to continue to survive, there are still many variables.
First of all, MediaTek’s supply to Huawei will still not escape the restrictions of the US ban; and even if it relies on Spreadtrum, it can only be limited to the domestic market in China. In the end, Huawei’s overseas mobile phone and Netcom equipment markets may inevitably be divided by competitors. The fate of food.
Now it seems that the US government may not necessarily be able to eliminate Huawei, but by blocking HiSilicon’s further growth, it can greatly weaken Huawei’s future development space. At present, although there are urgent orders for the relevant Taiwan factory supply chain, it will continue to develop in the long run. From the point of view, I am afraid it is still necessary to prepare for risk diversification as soon as possible.
MediaTek, Zhanrui 5G chips may become the best “spare tire” for Huawei Kirin
On mobile phones, if TSMC and other foundries cannot continue to manufacture Kirin series chips for Huawei, then Huawei can choose 5G mobile phone chips from MediaTek or UNISOC to continue to launch new 5G phones.
Of course, Huawei must have stocked a lot of Kirin chips, and TSMC has already received orders, which are currently in production, as long as they are delivered to Huawei within 120 days. This also means that Huawei’s Kirin chips should be able to guarantee the shipment of terminal products for several quarters. However, if the subsequent chip manufacturing problem still cannot be solved. Then Huawei’s terminal product shipments at that time will be affected.
Therefore, the sooner we import other third-party suppliers, the better it is for Huawei. On the one hand, it can help solve the problem of Kirin chip supply in the future, and on the other hand, it can enable the stocked Kirin chips to support the longer-term shipment of key products.
At present, there are not many manufacturers that can provide 5G mobile phone chips. In addition to Huawei HiSilicon, there are only Qualcomm, Samsung, MediaTek and Ziguang Zhanrui. Qualcomm is an American manufacturer, and Huawei should not be able to use it at present. Samsung mobile phones compete with Huawei mobile phones, and Samsung has reached a cooperation with Huawei’s competitor vivo on 5G chips, so Huawei should not choose Samsung’s 5G chips. Then the remaining options are only MediaTek and UNISOC.
Fight back?All 57 factories in the United States evacuated
Huawei is fighting back! Today, Huawei has announced the withdrawal of all 57 factories in the United States.
Because, on the one hand, once Huawei withdraws, the 5G construction in the United States will be lost, which also proves that Huawei’s 5G technology has been recognized in the United States. Huawei phones are very popular in the United States, and once withdrawn, it means that Huawei’s consumer business will no longer be available, and the system is equivalent to a semi-crippled state.
On the other hand, some people lost their jobs because of Huawei’s withdrawal from factories. Huawei’s 57 factories in the United States employ a large number of American workers who will be unemployed and fired once Huawei’s withdrawal comes true. Once unemployed, there are so many jobs in the United States, and many people will definitely not find so many jobs, so they can only march and protest against the hope left by Huawei.
Why is Huawei so tough?
Because Huawei is an out-and-out communications equipment giant and a Fortune 500 company. After nearly 10 years of research and development on 5G technology, Huawei has truly taken the lead in the field of communications.
Especially in the 5G field, according to the global 5G core essential patents ranking released by the European Telecommunications Standards Institute, Huawei ranked first with 1,970 patents. It is reported that Huawei ranks first in the world among the companies that have made the greatest technical contributions to the 5G standard. Huawei has made China a leader in the coming 5G era.
Huawei has tens of thousands of U.S. customers, ranging from regional carriers to small businesses, as well as a large number of consumer devices, including smartphones, tablets, laptops and wearables. After the emergence of 5G technology, Huawei has attracted everyone’s attention, and it has also received a lot of orders one after another. Everyone looks at Huawei’s future development with a promising attitude.
In addition, according to the latest news, the US market will no longer be part of Huawei’s strategy. Huawei has completely lost interest in the US and will transfer the market to Europe in the future. It is worth mentioning that as soon as the news came out, European countries expressed their welcome, especially Germany’s call for Huawei to enter the European market.
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