01 Weekly
Author: Hao Yalu
This September, Huawei's life is not good.Since the US House of Representatives issued a report in October 2012, it is believed that Huawei and ZTE, two Chinese communications equipment manufacturers, may pose a threat to US national security. They want to block the two companies outside the US market. Huawei has received it in the past eight yearsComplete suppression from the United States.Last Tuesday (September 15) was the important time point of the eight -year -old series of events MDASH; the United States' comprehensive disconnection ban on Huawei officially took effect on this day.
Earlier, many people had fantasies.For example, many people think that by September 15, the United States will issue licenses to Huawei.But the fact is that in the past few months, from Qualcomm to Samsung, from TSMC to MediaTek, they are actively applying for this license with the US Department of Commerce. However, until now, no company has issued this certificate by the US Department of Commerce.With the effect of comprehensively disconnecting the ban, what kind of situation will Huawei face?Is this the beginning of Huawei's counterattack?
Communication and chip: Midea suppress Huawei's breakthrough point
First of all, what business and products are prohibited by the United States' comprehensive ban on Huawei?Huawei's main business is to sell communication equipment and consumer electronics including smartphones.To put it easier and directly, 5G shows Huawei's core competitiveness in the field of communications equipment. The chip is the soul of Huawei's growing consumer electronics products.As a result, the United States' suppression of Huawei chose communication equipment and chips as a breakthrough point.
Let's talk about communication equipment first. The United States fully stifled Huawei in a timeline: On May 15, 2019, the United States officially included Huawei in the so -called physical list, but Huawei is a large customer of many US semiconductor companies after all.A buffer time, the United States issued a 90 -day temporary license on May 21, 2019, allowing American companies to start business with Huawei during the replacement of suppliers.It should be noted here that this temporary license is aimed at Huawei's communication equipment business, and it is two things to break the supply of Huawei chip business on September 15.
Opening the back door to Huawei communication equipment business is not a good intention in the United States, but because Huawei is a major communication equipment supplier in many small and medium -sized cities in the United States, especially in rural areas.If the United States rashly removes Huawei from the US communication network, it means that many small and medium -sized cities and rural communications networks in the United States will not be able to get follow -up and maintenance.Moreover, Huawei's equipment is relatively high in the United States. It takes a certain amount of time to replace so many Huawei stock devices in the United States.This temporary license is the buffer time left by the US network to replace the Huawei communication equipment.
Although it is not clear whether Huawei has a plan B, maybe one day, just like Hongmeng and Hisilicon, Huawei's spare tires suddenly appear in the public's vision, but in terms of the current situation of Sino -US relations, in the chip industry, in terms of chip industry, in terms of chip industry, in terms of chip industry, in terms of chip industry, in terms of chip industry, in terms of chip industry, in terms of chip industry, in terms of chip industry, in terms of chip industry, andThe only way in front of Chinese companies represented by Huawei is the self -built and self -developed chip industry chain.A word with Huawei founder Ren Zhengfei: Why not take a lsquo; cold bath rsquo;?In my opinion, the most important thing for us is to be calm and calm.The blood is boiling, the slogan is full of day, and it is useless or useless to win in the end. It is true to win.
