Source: Chengdu Business Daily-Red Star News

September 15th is the day when the United States has implemented a comprehensive supply of Huawei chips.For more than a year, Huawei has experienced three rounds of suppression and sanctions.After September 15, how should Huawei live in Jedi?

As the confession of the confession entered, Huawei also made a breakthrough.The first is to step up to negotiate with partners. Semiconductor manufacturers such as TSMC and MediaTek are driving the goods. They have a full horsepower and full load to produce a large number of Kirin 9000 high -end chips.At the same time, Huawei has made new plans.

Xiang Ligang, an observer of the communications industry, revealed that he just talked with Huawei's consumer business CEO of Huawei's consumer business last weekend, and there will be some ways to solve the current problems, but it will be determined for a while. NowIt is not convenient to say.

What does the chip disconnection mean?

On May 15th, the United States will be further upgraded on the basis of the entity list last year: The US Department of Commerce announced that it will strictly limit Huawei's use of US technology, software design and manufacturing semiconductor chips to protect US national security, that is, upgrade the chip to Huawei, that is, the chip to Huawei, the chip to Huaweicontrol.From September 15th, TSMC and other chip manufacturers will no longer be able to supply chips to Huawei.

According to media reports, TSMC stated at its second quarter performance briefing that the company did not plan to continue supply to Huawei after September 14.Micron Technology, Samsung and SK Hynix also said that they will not be shipped to Huawei after September 14.

Yu Chengdong, CEO of Huawei Consumer Business, has publicly stated that Huawei's Kirin series chips cannot be manufactured after September 15, or become a out of print for high -end chips.After the chip is broken, multiple series of mobile phones in Huawei will be affected to varying degrees.

According to Huawei's annual report, in 2019, Huawei's smartphone shipments exceeded 240 million units.At the same time, the market data research institution's IDC report shows that in 2019, the market share of the domestic mid -to -high -end mobile phone market share, Huawei's market accounts for 56%, more than half.

(Chip's disconnection) It must have an impact on Huawei, and its market share will inevitably fall, which is certain.Because many of its high -end models are affected, it is unable to produce, but in the short term, Huawei may be the first place in the domestic mobile phone market share.Liang Zhenpeng, an analyst of consumer electronics industry, told reporters.

The reporter noticed that in 2019, for Huawei, consumer business, including mobile phones, has accounted for 54.4%of its revenue, reaching 467.3 billion yuan.Liang Zhenpeng analyzed that chip offering will have a negative impact on Huawei's revenue, and Huawei's income may fall in the future.

What should I do?

Huawei's consumer business follows 1+8+N full -scene smart life strategy.In addition to mobile phones, there are products such as vehicle machines, smart speakers, tablets, PCs, VR devices, and smart screens.

Huawei will strengthen products such as smart screens and other products to make up for mobile phones through other products.Xiang Ligang, an observer of the communications industry, told reporters.

In fact, in addition to consumer business, Huawei also has two major sections: operator business and business business.Among them, the operator's business mainly points to providing products, services and business solutions for global telecommunications operators; while enterprise business refers to creating a digital infrastructure platform that supports digitalization through new ICT technology to provide products and services.

Xiang Ligang told reporters that after the chip was broken, Huawei's operator business and business business were relatively small, and consumer business was the most affected.

At the same time, Xiang Ligang revealed to reporters that he had just talked with Yu Chengdong in this area last weekend, and there would be some ways to solve the current problems that he currently encountered, but it will be determined for a while.explain.

At the Huawei Developer Conference held on September 10, Yu Chengdong announced that in order to break through the US sanctions, the Hongmeng system developed by Huawei will be upgraded to version 2.0.Yu Chengdong said that although overseas, although affected by the epidemic, Huawei still realized the global market share of smartphones, the global market share of wearable equipment such as watch bracelets, and the number one in China's market share.

However, at present, China is still good at designing in the chip field. As for manufacturing, it is still a big problem.Yu Chengdong called on the domestic semiconductor industry chain to strengthen cooperation and quickly explore a set of methods to manufacture semiconductor products under the US sanctions to avoid being stuck in this field in this field in the future.

Zhang Manan, chief researcher at the US and European Institute of China International Economic Exchange, said that if the United States takes business restrictions on business restrictions, once the United States and emerging industry companies including Chinese companies, in the short termOn the other hand, some high -tech companies in China, including Huawei, have launched the so -called alternative plan. Huawei must fully take root in the semiconductor industry. In the future, it may be in some core technologies and core components, including the core technology of optical machinesA series of breakouts will be adopted.

Break the critical organic behind the supply

Apple (7.8%) and Xiaomi (3.4%).Liang Zhenpeng told reporters that in addition to Huawei, the market share of vivo, OPPO, Apple and Xiaomi is not large.If Huawei's mobile phone cannot be available, the market that is vacant is most likely to be followed by vivo, OPPO and Xiaomi.

Apple is different from the market positioning of domestic mobile phone brands, and the price range is different.Moreover, although the iOS system and the Android system are not divided into high and low, the use habits of the two users are different. If consumers cannot buy Huawei mobile phones, they may choose to buy vivo, OPPO and Xiaomi.Liang Zhenpeng said.

For the future mobile phone market structure, Xiang Ligang said that it is normal for consumers to turn to find other domestic brands.China's mobile phone industry is not only Huawei, and more companies can provide good products. This is a good thing.If Huawei finds a breakthrough in the future, it will be normal to re -fight the market.Xiang Ligang said.

Huawei is facing chip interruptions, crisis and challenges objectively exist. Standing at the strategic height of global Internet ecological evolution, we hope to turn crisis as soon as possible.

In the PC era, we see Microsoft and Intel; in the era of mobile internet, we see Apple, Samsung and Qualcomm.In the future of all things, can Chinese companies occupy the core position of Internet technology and can it lead the trend of innovation?There is no doubt that there are already companies that are working hard, layout, and seeking breakthroughs.For example, in the field of core software, Hongmeng is the next -generation operating system for 5G+Internet of Things.

Of course, behind the leadership of technology leading enterprises, a large number of invisible champions in science and technology segmentation are needed. Through their research in core technology, key materials, patented technology and other fields, leading companies are no longer subject to people, no longer trapped in patent patentsThe bottleneck of technology and manufacturing capabilities.

Although the road ahead of the road is long and difficult, we believe that there are strong support for national policies, blood transfusion cultivation in the capital market, and many enterprises' salary, and dreams will eventually become a reality.