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The Securities Times reported that the US update to Huawei’s chip control went into effect on the 15th. TSMC stopped producing Kirin chips for Huawei. Qualcomm, Samsung, SK Hynix and Micron will no longer supply chips to Huawei. According to information obtained from Huawei’s industry chain, Huawei does not currently have a plan B and is primarily looking for alternatives made in China. As for the following, Huawei can “downgrade” from high-end mobile phones to cars, OLED display drivers, etc., with software, laptops and tablets. Other products “fill holes”.
Hong Kong media outlet Ming Pao reported that there are several signs that Huawei is changing its development direction to focus on software; while in terms of hardware products, it is reducing its dependence on smartphones and focusing on Internet of Things (IoT) products with lower chip performance requirements. On the eve of Huawei’s chip supply disruption, Huawei’s consumer business executive director Yu Chengdong posted a video on his personal Weibo on the 14th. When asked when the Mate 40 mobile phone will be released, he said : “Wait a minute, everything will come as expected. “.
As in terms of high-end chips, such as 7nm and 5nm chips, Chinese companies cannot yet compete with major manufacturers like TSMC, so Huawei’s high-end mobile phones will inevitably suffer. Yu Chengdong also said that after the US ban on the supply of Huawei chips takes effect, Kirin’s flagship chips may be out of stock.
Regarding the disruption of the supply of chips, if Huawei has a plan B it has always been the focus of attention from all walks of life. However, according to information obtained by Huawei’s partners on the 14th, “In response to the disruption of chip supply, whether Huawei has a plan B or not, I heard the news from Huawei’s top management. For the time being, the specific countermeasures should primarily be to look for alternatives made in China. ” However, according to people familiar with Huawei’s industrial chain and semiconductor experts, it is also difficult for Huawei’s chips to seek out alternatives made in China. On the one hand, high-end chips have technical hurdles and difficulties. Bypassing US equipment and technology restrictions, low-end chips can be used, but that means Huawei will downgrade the competition.
On the other hand, Yu Chengdong said that he is deeply rooted in the semiconductor industry, that is, building a completely independent and controllable semiconductor industrial chain. It is not an overnight task. It takes a long time and it is not an industrial chain that can be created with money. This person thinks that Huawei is really out of the way now, and can’t really do the high-end looks. Tracking can only be downgraded to car or OLED controllers, and to develop other products such as laptops and tablets. In August this year, it was reported that in difficult times, Huawei intends to vigorously develop businesses such as laptops and tablets to cope with US chip restrictions.
It is worth mentioning that on the eve of Huawei’s chip supply outage, at the 2020 Huawei Developers Conference, Huawei announced a number of new software developments, including the launch of Hongmeng 2.0, the new HMS development, the launch EMUI11 and all Huawei phones next year will be compatible with Hongmeng. Systems, etc., indicate that Huawei intends to compensate for hardware damage by strengthening software, ecology and systems, and change lanes to advance to seize opportunities for IoT development in the next decade.
(This article was reprinted with permission from MoneyDJ News; first image source: Flickr / Kārlis Dambrāns CC BY 2.0)
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