Preface: The chip of Huawei was cut off on September 15, 2020. After the chip was cut off, Huawei mobile phone showed a cliff-like decline.
It has been a long time since Huawei's chip was cut off. So how did Huawei survive this difficult period?
We need to first understand Huawei's revenue situation over the years after it was sanctioned, so that we can make a better comparison.
In March 2021, Huawei released its 2020 annual report, which pointed out that Huawei achieved sales revenue of 891.4 billion, increased by 3.8% year-on-year, and net profit revenue was 64.6 billion, and year-on-year revenue was 3.2%.
In fact, it can be seen from this that after Huawei's chip was sanctioned, its revenue capacity has dropped significantly, and it can also be seen that the chip has a very great impact on Huawei.
, followed by Huawei's Kirin chip . Before being sanctioned, Huawei's Kirin chips can adopt a 5nm process. Flagship phones use almost all Kirin 9000 chips, which also use a 5nm process. Although TSMC has increased its horsepower within 120 days of the buffer period, it has increased its power to produce chips for Huawei.
is still a drop in the bucket, and the chip production is still not enough for Huawei. In addition, there are Apple and MediaTek , and TSMC also needs to produce chips in foundry, so TSMC will have a lower production capacity for Huawei chips.
In this way, Huawei's domestic mobile phone business will be greatly affected, so Huawei needs to explore new market businesses to make up for it, which is also the reason why Huawei can survive.
First, in order to better develop and survive and solve the problem of sanctions, Huawei has continuously increased its R&D efforts in basic science. The annual R&D expenditure was RMB 141.89 billion, accounting for 15.9% of sales revenue.
For such a large investment, Huawei's idea is very simple, which is to not be controlled by others in key core technologies and not continue to be stucked by the United States.
followed by , Huawei began to increase investment in industries with relatively low dependence on advanced processes. This is also a very important step. Huawei's leader Yu Zhijun has always said that the optical technology invested by Huawei has always been mainly used in communications, but later it was found that it can not only be used in communications, but also in many fields other than communications.
So Huawei hopes to use these new technologies to create new industries and new products to meet users' demand for Huawei products.
Finally , Huawei will increase its investment in the smart car parts industry. In terms of the current global industrial distribution, smartphones and smart cars occupy two very important and key industries. Huawei believes that whether in the field of unmanned driving or in the field of autonomous driving, it is within the four modernizations of automobiles. What the core needs to do is to realize unmanned driving in the future.
is now investing in autonomous driving software, so the future goal is to achieve unmanned driving of cars. If it can be achieved, it will achieve disruptive changes in the automotive field. The Alpha S Auto, which Huawei and BAIC cooperated some time ago, is a representative of it.
Huawei also clearly stated that models will be launched this year with Huawei's autonomous driving solution, and will also integrate Huawei's power system and human-machine interconnection system.
In general, Huawei is facing many difficulties now, and the first thing to be affected is the need to solve the chip problem. This is the key to Huawei's breakthrough and cannot be avoided by any means, so the layout needs to be generated around chips.Based on the current situation, Huawei's layout is relatively comprehensive and gives people a very stable feeling. Huawei can consider basically all aspects. Let us like, forward and comment together to cheer for Huawei and domestic products.
