Nandu News Reporter Cheng Yang On September 15, the United States' chip ban on Huawei company officially came into effect. Chip manufacturers including TSMC, Qualcomm, Samsung and others announced that they would no longer supply chips to Huawei.
On May 15 this year, after the United States included Huawei on the "entity list" last year, it further upgraded its regulatory measures and issued a ban on Huawei's chip supply chain, requiring chip manufacturers using US technology to not supply chips to Huawei unless they obtain special permission from the US government. After a 120-day ban buffer period, the US side did not announce any extension information this time, which means that Huawei's chip supply has been interrupted by the US side.
Chinese Foreign Ministry spokesman Zhao Lijian recently said that China supports relevant enterprises to take up legal weapons to safeguard their legitimate rights and interests, and will continue to take all necessary measures to resolutely safeguard the legitimate rights and interests of Chinese enterprises. Zhao Lijian said that some American politicians attempted to kill Chinese companies such as tiktok, Wechat, and Huawei. The root cause is that they have suffered from "resistance from China" and forcibly labeling ideological labels on Chinese companies. Under the guise of national security, these people hunted Chinese companies with lies and slander, and their nature was to bully the market and rob.
html More than 0 years ago, Huawei founder Ren Zhengfei wrote " Huawei's Winter " and asked, "Have all employees of the company considered that if one day the company's sales decline, profits decline or even bankrupt, what should we do?" The sense of crisis is cast in Huawei's genes, but I don't know if Ren Zhengfei thought about the "cold winter" facing today when he wrote it.chip supply is out of stock, winter is approaching, and Huawei is finally in a difficult situation. In August this year, at the 2020 summit of the China Information Technology Hundred People's Association, Huawei's consumer business CEO Yu Chengdong said that Huawei's chip supply was hit by the United States and faced even more difficult situations, and its chip supply was in a state of out of stock. Huawei's mobile phones have no chip supply, and shipments this year may be a little less than 240 million units last year. At the same time, the new generation of Huawei Mate40 mobile phones, which are planned to be released in September, will become a "out-of-print" phone equipped with high-end Kirin chips.
The mobile phone market encountered a setback, and Huawei turned to diversified business layout
On July 13 this year, Huawei released its operating results for the first half of the year: revenue is 454 billion yuan, and consumer business accounts for more than half. In Huawei's consumer business, smartphones are the top priority. Yu Chengdong introduced that even though sanctions were imposed, Huawei's consumer business mobile phone shipments reached 105 million units in the first half of 2020; consumer business revenue reached 255.8 billion yuan. "In the last quarter, Huawei mobile achieved first place in the global and domestic markets, with domestic market share exceeding 51%, but there is already a shortage of stock."
Under the influence of the chip ban, Huawei's mobile phone business will inevitably become more and more difficult. Based on Huawei's statements and related industry reports, compared with the record 240 million units in 2019 and the estimated 190 million units in 2020, Huawei's mobile phone shipments are expected to be only 50 million units in 2021, and will face a cliff-like decline.
In the case of chip supply cuts, Huawei's high-end mobile phones that have always benchmarked against Apple and Samsung will have to face the "dimensionality reduction" attack. In the mid-to-low-end mobile phone market, mobile phone manufacturers represented by , Xiaomi, , and VIVO occupy most of the market share. At the same time, Huawei faces chip sanctions, it has indirectly created new market space for them.
However, Nandu reporters noticed that in order to avoid serious impacts under US sanctions, Huawei is setting up various new companies to develop new businesses.
day eye check shows that since the beginning of this year, Huawei has added a number of new patent information, involving unmanned driving, robots, folding electronic devices, etc., and is actively deploying and investing in semiconductors, chips and other fields. On September 8 this year, Huawei also established Huawei Electric Technology Co., Ltd., which is wholly-owned, with a registered capital of RMB 250 million. The company's business scope includes: engineering and technology research and experimental development; sales of smart vehicle equipment; manufacturing of smart vehicle equipment; sales of smart vehicle equipment.
Yu Chengdong also recently issued the "Notice on the Establishment of Display Driver Product Field of Terminal Chip Business Department", which shows that Huawei will form a team in the field of display driver chips and components, including display driver FAE (field application engineer), display driver product management, display driver chips and components development department, etc.
In addition, in addition to Huawei's consumer business, which is vigorously developing notebooks, tablets, smart wearables and other businesses, Huawei's enterprise BG and cloud and computing BG are also competing head-on with Internet giants in TOB businesses such as smart cities and cloud markets. Huawei Smart City Summit and Huawei Cloud and Computing City Summit have successively launched national tour modes.
and the above signs are not difficult to see that in a difficult situation, Huawei hopes to develop diversified businesses to cope with the possible impact of the shrinking mobile phone business.
Hongmeng system open source, can you win the next 10 years?
From September 10th to 12th, Huawei Developer Conference 2020 was held at Dongguan Songshan Lake . On the eve of the U.S. chip ban coming into effect, the conference attracted much attention from all walks of life. The outside world is paying attention to how Huawei can use its entire authority to deal with one country's sanctions? At the meeting, the release and open source of Hongmeng System 2.0 became a trump card for Huawei to start a breakthrough battle.
When chips are trapped, Huawei and even the industry across the country are also facing the "bottleneck" problem in software. In May 2019, after Huawei was included in the "entity list" by the US government, Google stated that it would comply with the orders of the US government and cut off Huawei's support for a variety of Android hardware and software as soon as possible, and no longer authorize Huawei to provide various mobile applications of Google. You should know that all Huawei’s smartphones use Google’s Android operating system, which is also fatal if restricted.
Hongmeng system has been placed in the hope of domestic operating systems to achieve independent and controllable. Yu Chengdong announced at the meeting: "In September this year, it will provide developers with the beta version of Hongmeng OS2.0 with large screens, watches, and car machines. In December this year, it will provide developers with the beta version of Hongmeng 2.0. Next year, all Huawei mobile phones will support the Hongmeng system." Wang Chenglu, president of Huawei's consumer business software department, introduced that Huawei's mobile phones, wearable devices, and tablets will soon apply to Hongmeng system, and will also be open to third-party devices. "By October 2021, Hongmeng Open Source will be for all devices above 4GB." This means that Huawei hopes to build a domestic software ecosystem through its independently developed operating system, thereby seizing the development opportunities in the Internet of Things era and winning the next 10 years.
How to seize the opportunities in the era of IoT? Yang Haisong, vice president of Huawei's consumer business software department, believes that the key point is that the Hongmeng system has opened up different terminal devices and truly achieved a full-scene smart ecosystem with the interconnection of everything. This ecology integration can break through boundaries, including the boundaries of physics and the boundaries of time.
However, the construction of the ecosystem is not overnight, but the Hongmeng system has taken an important step to enable a third-party ecosystem. Wang Chenglu said that Huawei has reached preliminary cooperation with Midea, Joyoung and Boss Electrical Appliances. By 2021, these three brands will release home appliance products based on Hongmeng 2.0.
is an ecosystem, and openness will determine its success or failure. Hongmeng system is currently facing the "ecological barrier" of application. In the global mobile operating system market, Apple iOS and Google Android account for almost 100% of the market share. For manufacturers and users who are accustomed to Android or Apple iOS systems, the hardware development cycle and cost are factors that must be considered, and the stability of the Hongmeng system will also take time to test.
Yang Haisong also recalled that in the early stages of the construction of the Hongmeng ecosystem, almost all hardware, typical applications and partners in the industrial chain were asking: What is my position in your ecosystem? Which one does Huawei want? This is a realistic question. For Huawei, how to set its own business boundaries in the ecosystem depends on how far the Hongmeng system can go in the future.
"If Hongmeng was just Huawei's, our partners would be very worried. Now Hongmeng is open source and has been donated to the Open Atom Foundation. The future direction, technology and architecture of Hongmeng will be decided by the foundation."Yang Haisong said that HarmonyOS belongs to everyone, not Huawei. Huawei is just one of the contributors and contributes the initial code. "Just like building a church with building blocks, Huawei currently only contributes one block, and other building blocks for building the church are welcome to build together. ”
