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<> September 15, the new U.S. ban on Huawei came into effect.
According to previous news, from today, major component manufacturers such as TSMC, Qualcomm, Samsung, SK hynix, and Micron will no longer give chips to Huawei, unless they receive a special license, but obviously, the United States will not give a chance.
There is no room for mitigation, and Huawei has clearly prepared for the worst. According to domestic ** reports, Huawei has no plan B for the time being for the chip supply outage, and the specific response measures are mainly to seek domestic alternatives.
In addition, it is reported that although Huawei is facing difficulties in high-end mobile phones, it can reduce the dimension to make car or OLED driver chips in the future, and develop laptops, tablets and other mobile phone peripheral products. <>
Some analysts have pointed out that Huawei still has varying degrees of inventory of key raw materials, and some devices have been replaced by basic devices, as well as the pace of shipments is controlled, and the overall business disruption is not expected to be particularly obvious in the short term of 1-2 years.
However, due to the fact that most upstream manufacturers are unable to resist the U.S. decree, it will become a fact that Huawei passively chooses not to supply after September 15, and Huawei will face important issues such as business strategy choices and attempts to reconstruct the industrial chain in the medium and long term, and at the same time, China's internal circulation of science and technology has also been paid more attention.
Previously, @手机晶片达人 broke the news that Huawei HiSilicon chartered a cargo plane to Taiwan to ship Kirin and related chips back to all chips before September 14.
Therefore, the stock of Kirin 9000 is not a problem to support the Huawei Mate 40 to be released as scheduled. In the personal log of the HDC 2020 conference released a few days ago**, in the face of the question of when the next generation of Huawei Mate mobile phones will be released, Yu Chengdong personally promised, please wait a little longer, everything will come as scheduled.
On September 8, at the China Information Innovation Huangpu Forum, Academician Ni Guangnan believed that Huawei would not face the dilemma of "no cores available". He believes that although China's chip industry is constrained in 7nm technology, it can still produce 14nm or 28nm chips by relying on China's existing technology, which is a way out for Huawei.
Although it is not possible to make 7nm and 5nm advanced process chips in the short term, this will only affect the mobile phone business. Most technology products use 14nm and 28nm chips, which is more than enough. This means that except for mobile phone chips, Huawei's network equipment chip manufacturing is basically unaffected.
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It will lead to a shortage of chips in Huawei, and the problem of insufficient in the market, but Huawei has already stocked up a large number of smart chips before the ban. In the short term, it will not have a serious impact on Huawei's R&D and development.
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Mobile phone sales fell sharply and revenues decreased. The biggest impact of Huawei's ban is that high-end mobile phones do not have chips, which leads to a decline in the mobile phone business and affects the entire company's revenue.
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Market share is declining and sales are declining, because the implementation of Huawei's ban will hit Huawei's chips hard, and it will not be able to follow up with the market to develop new mobile phones.
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The problems caused are that many of Huawei's products are at risk of being discontinued, and Huawei's future development is in trouble. The implementation of the ban has led to the lack of Huawei's core technology, and many products cannot be produced. In addition, the lack of core technologies has also made Huawei's subsequent development difficult, and it can only rely on independent innovation to get out of the predicament.
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Huawei's ban will first have a significant impact on Huawei's chips, and secondly, the mobile phone business is only a business format of Huawei, and Huawei's communication technology is the world's leading, so Huawei's ban will definitely affect the development of Huawei's communication business.
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At present, some countries have imposed a certain degree of restrictions or bans on Huawei due to security concerns and other reasons, including the following countries: 1. United States: Huawei has been sanctioned by the United States since 2019, including prohibiting American companies and using Huawei equipment, prohibiting American companies from supplying some products and technologies to Huawei, and putting Huawei on the "Entity List" globally.
2. Canada: Former Canadian Prime Minister Stephen Harper** banned Huawei from participating in the country's 5G network construction, and Canada is now following the United States in restricting Huawei. 3. United Kingdom:
The UK** plans to remove Huawei equipment from its nationwide 5G network by 2027, a decision that led to the implementation of the decision as the UK believes that Huawei equipment may have security issues. 4. Australia: In 2018, Australia banned its telecom operators from using Huawei equipment in the construction of 5G networks, and urged companies with business relationships with the company to change.
5. New Zealand: Similar to Australia, New Zealand** also banned local telecom companies from using Huawei equipment in the construction of 5G network platforms in 2019. 6. Japan:
Japan** announced in 2020 that telecom operators need to phase out Huawei and ZTE equipment. In conclusion, due to some of the technical and security issues faced by Huawei, some countries have restricted or banned 5G technology and other high-tech fields when introducing it. But there are also some countries that believe that Huawei has advanced technology and experience and are open to it.
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Huawei mobile phones have been having certain difficulties with chips since last year, so last year's mobile phone production has been declining, but it is not very serious, and this year because of the tension between countries and the difficulty of obtaining chips, it is now impossible for Huawei chips to produce new ones, and since September 15, 2020, it was officially announced that the chip of Huawei mobile phones has taken effect, which is a big blow to Huawei mobile phones. <>
But the president of Huawei mobile phone issued a relevant explanation, and asked people not to be discouraged about Huawei products, Huawei will change to other products are not in the exclusive sales of Huawei mobile phones, in fact, Huawei mobile phones are now very expensive, and because of scarcity, so Huawei mobile phones have been hot in the market, we are likely to buy the mobile phone now is the chip of the last Huawei mobile phone, so for Huawei mobile phones, it is still very rare. Huawei's ban came into effect today, and the company has announced that Huawei will change to peripheral products, and for some other Huawei series products will increase productivity, which is actually a process of transformation for Huawei. <>
Although we are now very dependent on Huawei mobile phones, and Huawei mobile phones have indeed made a lot of achievements before, but now it is very difficult to obtain Huawei mobile phone chips, I still hope that we can buy more Huawei products and support Huawei. In this way, domestic things can be more encouraged. In fact, Huawei is already a representative of domestic machines for our daily people, and Huawei has been rising in a straight line over the years, compared to other brands, the progress and achievements of Huawei mobile phones are very great, so after Huawei's ban came into effect today, the company announced that it will be changed to peripheral products, and I hope you will support it a lot, I believe that tomorrow will be better.
Although Huawei mobile phones have announced a chip ban, there are still a lot of Huawei mobile phones on the market, so they must be cherished for Huawei.
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Huawei's ban goes into effect today, what is the company's move? On September 15th, the United States' new ban on Huawei officially came into effect without any room for mitigation, Huawei has prepared for the worst, for the chip supply outage, Huawei has no plan for the time being, the specific response measures are mainly to seek domestic alternatives, in addition, although Huawei high-end mobile phones are facing difficulties, but the follow-up can reduce the dimension of the car or OLED driver chip, and the development of laptops, tablets and other mobile phone peripheral products.
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Huawei prepared for the worst, and before the ban took effect, Huawei's HiSilicon chartered a special cargo plane with a straight number to ship chips to Taiwan before the shipment deadline to increase its inventory.
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The company chartered a plane to transport a batch of chips at the first time, and had inventory with different needs. Huawei can have enough chips in the short term**.
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Work hard and work hard. Huawei has prepared for the worst, and now, they are ready to fight their way out.
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On September 15, 2020, the U.S. ban on Huawei came into effect, and chip companies using U.S. technology will not be allowed to supply Huawei without permission.
The U.S. side has not announced any more postponement information, which means that Huawei's chip supply is cut off.
It's official. After the ban, it will be relatively difficult for Huawei to get more chips**. Basically, it is necessary to rely on the chip orders delivered by the first merchant before this day to maintain product shipments, so there is a situation in the market now that Huawei mobile phones.
It's very difficult to get the goods, and if you want to get the goods, you have to match the Huawei mobile phone with a smart watch.
Wait for other products to get the goods together, or just increase the price to get the goods.
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Because other countries are using protectionism.
Huawei is the world's leading ICT solution provider, focusing on the ICT field, adhering to steady operation, continuous innovation, and open cooperation, and building end-to-end solution advantages in the fields of telecom operators, enterprises, terminals, and cloud computing, providing competitive ICT solutions, products, and services for carrier customers, enterprise customers, and consumers.
Huawei's presentation
In 1996, Huawei partnered with Hutchison Telecom, a subsidiary of Cheung Kong Asset, to provide a "commercial network" product with narrowband switches as the core. Huawei's C&C08 machine has been connected to the Hong Kong local telephone network and has opened many services that have not been opened in China. Huawei's large switches have taken the first step into the international telecommunications market.
Huawei has seized the strategic partnership between China and Russia, a hidden business opportunity in the changing international relations, to accelerate cooperation with Russia. In 1996, Huawei began to enter the CIS market. Over a three-year period, Huawei has laid more than 3,000 kilometers of fiber-optic cables between Moszenko and Novosibirsk, the capital of Siberia.
In February 2022, Huawei signed a contract with Dubai Electricity and Power Authority to build the largest solar-powered data center in the Middle East and Africa, and a project delivery team composed of Huawei employees from six countries built a 2,000+ square meter data center in the Middle East desert in five and a half days.
The first phase of the data center is scheduled to be put into use in May, with a trial run in March. With a planned area of more than 100,000 square meters, the overall park will be powered by 100% green electricity, making it the largest low-carbon data center in the Middle East and Africa.
Huawei mobile phones have been having certain difficulties with chips since last year, so last year's mobile phone production has been declining, but it is not very serious, and this year because of the tension between countries and the difficulty of obtaining chips, it is now impossible for Huawei chips to produce new ones, and since September 15, 2020, it was officially announced that the chip of Huawei mobile phones has taken effect, which is a big blow to Huawei mobile phones. <> >>>More
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