Author: Zhao Guanqi, Yu Xiaolong
China and foreign countries recognize that Huawei is the leader of the global telecommunications industry. Compared with other Chinese giant companies, Huawei is a domestic brand that is really able to go out. The overseas market accounts for nearly half of its business.Call for all parties.Regarding how Huawei should deal with the trade war, the founder Ren Zhengfei made it clear: We will not solve it through communication, or to provide customers with high -quality services to solve our image.As a world -class enterprise, it is always auxiliary means to engage in public relations.
Capital: Concentrate to break the function of 5G patents and mobile phone chips
According to Ren Zhengfei's lecture, one of Huawei's scientific research secrets is to concentrate, that is, select one or two future projects that are available in the future.Ten people and hundreds of people facing the lsquo; rsquo; tens of thousands of people, and more than 100,000 people still attacked this lsquo; rsquo; would always attack this lsquo; city wall mouth rsquo;And we shot this lsquo; lsquo; lsquo; ammunition RSQUO;, now it is developed and developed at $ 20 billion per year. No listed company in the world dares to be like us like the same lsquo;The amount of shelling.
Among the city walls that Huawei breaks, 5G must be the most striking.German patent data company iPlytics pointed out that as of April this year, the number of applications for Chinese enterprises ranked first in the world for the standard essential patent (SEPS) of the 5G communication system, accounting for 34%, and Huawei ranked first with 15%SEPS.As for the overall 5G patent, Ren Zhengfei estimates: our 5G basic patent number accounts for about 27%of the world, ranking first.In other words, as a key intellectual property holder, Huawei can charge both patent fees or cross -authorization, and can also carry out 5G business at a lower cost.
Another city wall entrance lies in mobile phone product functions, especially camera image processing technology.As early as September 2017, Huawei took the lead in release the world's first artificial intelligence (AI) chip before Apple, equipped with a network processor (NPU) equipped with Chinese technology Cambrian Cambrian.Kirin (Kirin) 980 chip is equipped with a optimized version of the Cambrian 1A for the first time, using a dual -core structure, and its image recognition speed is increased by 120%compared with 970.According to industry estimates, the camera monitoring chip of Hisilicon, a subsidiary of Huawei, estimates that China's domestic market share is 90%, and it may even account for 40%of the US market chip share.
The reason why Huawei can concentrate on attacking must be scientific research.Ren Zhengfei mentioned that Huawei has 26 R & D capacity centers around the world, with more than 700 mathematicians, more than 800 physicists, and more than 120 chemists.Huawei also has a strategic research institute. With a lot of money, it is approved to be a well -known professor of universities around the world. The concept of Huawei has no return on this Qian Huawei. The beneficiary target is the university.Commercial transactions can use relevant patents.
In addition to encouraging scientific research, Huawei successfully used the advantages of post -issuance, and quickly caught up on the basis of existing technology, even surpassing existing competitors.Ren Zhengfei admits that Huawei's independent innovation nature: Scientific and technological innovation needs to stand on the shoulders of the predecessors. For example, our Hisilicon is not an independent innovation from the source, but also pays a lot of intellectual property fees to others.He believes that modern manufacturing is the great achievement of all parties. Whether it is mobile phones, 5G base stations or cars, a large number of human scientific and technological civilizations are used, and it is impossible to achieve pure independent innovation.
It was standing on the shoulder of the giant that Hisilicon developed the Kirin chip used by Huawei mobile phones.For example, Huawei released its first 8 -core processor Kirin 920. It is the world's first mobile phone chip that supports LTECAT.6 technology. The leader of the mobile phone chip domineering Qualcomm is one month.Huawei also created Flex-SCHEDULING technology, using AI prediction and dispatching mechanism.The system can intelligently scheduling the core of the applied power consumption of the power consumption of the power consumption. The large nucleus is used for games, large nucleus is used for social communication, and small nucleus is used for listening to music.
Short board: key software and hardware and product ecology depends on external
At present, Huawei's 5G business is in the global leadership, and the mobile phone business can be different from Apple and Samsung. This is due to the accurate strategic vision.To the fullest.Although Huawei has moved at full speed, it can still see that it has not run fast enough. Once the core technology supply is cut off, it will be in a difficult situation.
From then on the list of Huawei's corporate list, you can see its dependence on the external supply chain: Intel is the main supplier of some Huawei server chips. Qualcomm provides mobile phone chips and modem to Huawei.Huawei provides network programmable chips, and Broadcom offers some dismissal replaceable chips for network machines.The chip design software used by Huawei is likely to be made in the United States. Cadence and SynopSys two American companies' basic products need the chip engineering needs.
Even if the supply of various types of chips alone, Reuters quoted experts estimate that Huawei would take at least years to fill the gap.Relaxing the vision to the local real estate chain, some key technologies and parts have no alternatives at the moment. For example, major operating systems (OS) have been authorized based on the framework of the famous British chip design company ARM.Huawei is suspended authorized or rejected to update, and the entire chip design business will face a crisis of paralysis.As for Huawei's proud 5G business, the laser device that depends on the signal signal is also provided by US companies, and Lumentum has announced the termination of supply.
Last Monday (May 20), at the request of the US government, Google announced that he would stop cooperating with Huawei on the Android mobile phone operating system.As we all know, without the operating system, the mobile phone is a furnishings. Even if Huawei has its own chip, the use of Huawei mobile phones outside China will be greatly affected outside China.For the overseas markets that account for about half of the business, Huawei can cooperate with major Chinese companies to establish its own maps, streaming platforms, email systems and cloud storage, etc., but according to the consumption habits of the international market, the more advanced countries and Google services are tied upThe deeper, these countries will first abandon Huawei. The first thing is Huawei's high -end product business.Moreover, the alternative system also faces many practical issues: Will core applications develop strong support?Can the mainstream user group endure backward apps?Under the same hardware configuration, can Huawei mobile phone experience keep up with the mobile phone type?
In general, ARM and Google stopped cooperating with Huawei one after another, bringing huge shocks to Huawei and even Chinese companies.In this regard, China should not be blind and optimistic, and is stunned by populism on the Internet.The reason why the United States has become a world power is not only because of military strength, but also its monopoly position in the entire industrial chain and its huge ally.If the United States continues to use political high pressure, Japan's Panasonic, Sony, Samsung in South Korea, and MediaTek and TSMC in Taiwan have begun to compete with mainland China, stop technical contact, and are not good news to China and Huawei.
The short board is not unsolvable self -reliance is the way out
Huawei's shortcomings are not cracking, and self -reliance is the only way.The Android system itself is an open source software. Google is actually unable to block Huawei at the source code level. It is more to provide Huawei with in -depth application development based on Android systems, such as providing mobile services for applications such as Google Play, YouTube, Gmail and other applications.Although Google's disconnection is troublesome to Huawei's overseas consumers, it cannot kill Huawei.To cope with GOOOGLE's confession, Huawei took out a long -standing secret cheat MDASH; MDASH; Hongmeng mobile phone operating system, and is expected to be listed as earlier this fall.
Last Thursday (May 23), at the U.S. government requested again, ARM announced that he would stop cooperating with Huawei.Just like people build a house, if the chip is the entire building, then ARM provides the structural diagram of the house.At present, only ARM can provide such mature technical structure diagrams, while Intel refuses to sell foreign sales technology.
On the surface, the United States' killing of Huawei is upgrading step by step, and it has penetrated into the bottom design technology of the chip, but it is actually the end of the crossbow.Because before the confession was broken, Huawei had purchased the latest permanent authorization of the latest ARM V8 architecture from ARM.Rather than saying that ARM's confession is threatening Huawei, it is better to deal with the Trump administration.
At present, what really plagues Huawei is the output and supply guarantee of independent chips.Although TSMC, as the main foundry enterprise of Huawei chips, has announced that it will not be broken against Huawei, it still cannot dispel the concerns of mainland China.Huawei still needs more chip manufacturers and more capacity.Last Friday, SMIC took the initiative to apply for delisting from the US stock market. The top ten Chinese chip manufacturing companies in the world, whether for capital considerations or taking the initiative to return to China to rescue, is undoubtedly a good thing for Huawei.At present, SMIC has helped Huawei mass production of 14nm -class Kirin chips.In a sense, Huawei is actually not fighting alone. Behind it is the support of the huge Chinese market and the Chinese technology industry chain, as well as the high -energy blessing of 5G technology.Although Huawei has to suffer losses against the United States and face more unpredictable risks, Huawei has determined to fight, which may be the final card of Huawei and Ren Zhengfei.
