Introduction :
TSMC's revenue in September increased by 25% compared with the same period! Compared with , Huawei 's mobile phone business with bleak future, it can be said to be a world of ice and fire, but the most dramatic thing is that all this cannot be separated from the "mutual achievements" of both sides. In fact, this may not be a "good thing" for Huawei, and Huawei may be the biggest winner.
A month ago, Huawei was speeding up the return of chips
. All of this can be traced back to around September 15th. Huawei spent a lot of money to spend millions of dollars to charter flights to pull back the mobile phone chip orders at TSMC. Such a large order is the main reason for TSMC's surge in revenue in September.
At that time, Huawei HiSilicon spent NT$6 million to 7 million to transport the chips made by TSMC before September 15. Due to the limitation of the chip production cycle, it is still unknown how much it can be transported back, not to mention that many of them are semi-finished products. How long does the rumored storage of 120 million chips last enough? Among them, HiSilicon Kirin only has about 10 million, which can only be supplied for about half a year, so the upcoming Huawei Mate40 series will undoubtedly be the out-of-print series of Huawei's high-end phones.
In fact, Huawei has already made "worst" plans for the external environment, and at the same time has given up "fantasy", and continues to increase R&D and promote business forward at the established pace. Whether it is a smartphone, 5G base station, or chip, Huawei has stated that it will never give up.
Huawei rotating chairman Guo Ping also mentioned earlier, "I will continue to maintain investment in HiSilicon, and at the same time help front-end partners improve and build their own capabilities. I believe that we will have a stronger HiSilicon in a few years." The most important thing at the moment is to speed up storing enough chips to deal with the supply crisis. However, in the long run, domestic chips, lithography machines, high-end screens, flash memory and other fields still need to accelerate their self-development speed, so as to resist external uncertainties.
TSMC and Huawei ice and fire
TSMC's revenue in September achieved a big leap, but Huawei's situation was not optimistic. Some analysts even believe that Huawei will gradually lose the mobile phone market, but there are voices within Huawei that deny independent Honor, which is actually not in line with Huawei's strategy. There is no doubt that the first month and the next few months will be Huawei's most difficult moments, but as Ren Zhengfei said, everything will be better as the environment changes.
No matter how awesome TSMC is, no matter how much Huawei suffers, we must understand: what is stuck is the key technology, which cannot be solved by compromise. Only when the core technology is in our own hands is the hard truth. Although AMD and Intel resume supply, Qualcomm , MediaTek , and TSMC are also actively applying for licenses, but we cannot let the "bottleneck pain" happen again. Firmly adhere to the determination of independent research and development and take all measures that can overcome difficulties. The cold winter will always pass and spring will eventually come.
TSMC sings all the way, how can Huawei rebirth?
In the past few months, we have found that Huawei is like a warrior who is getting stronger and stronger. Difficulties and sanctions have not crushed Huawei. Instead, Huawei has gained greater determination and courage, flag and reputation. This may become an important driving force for Huawei to seize opportunities in the crisis and achieve Nirvana rebirth - Huawei is expected to become the biggest winner.
First, firmly follow the path of self-development and resolutely implement the spirit of facing difficulties. If ordinary companies encounter "suppression" from the external environment, they are likely to be unable to withstand it and may even "subjugate", but Huawei is always the most innovative existence - difficulties cannot cause Huawei to fall, but it can only make Huawei continue to move forward more firmly. Today, although Huawei's high-end mobile phone business may be significantly less restricted due to chip import restrictions, Huawei's 5G continues to develop, Hongmeng accelerates its layout, and chip lithography machine research project is launched quickly... All phenomena show that Huawei is the strongest "warrior" in this "battle".
Second, Huawei's technical strength and strong corporate spirit have won the general recognition of the Chinese people. Don’t underestimate this point. What does “If you don’t make a sound, you will make a splash”? Huawei has always pursued "low-key behavior", but when Huawei, which is keeping a low profile, is well-known to the world due to its "difficulty", Huawei has won universal support with its scientific research strength and corporate spirit. A good corporate image is just a factor in the success of a company, but what is more important is that Huawei has good products and truly leading technology.
Although Huawei may suffer the greatest loss in the short term, in the long run, as long as Huawei holds on and insists on R&D, Huawei may succeed in Nirvana and become the biggest winner.
is not afraid of wind and rain, forging ahead, and is moving forward
Before, Ren Zhengfei personally led the team to visit Shanghai Jiaotong University , Fudan University , Southeast University , Nanjing University and other universities to visit talents and exchange ideas, which is enough to show Huawei's determination to further invest in technology. Ren Zhengfei is like Huawei's stabilization needle. Ren Zhengfei lets us know that although Huawei's development will be difficult in the future, those who support Huawei will definitely see Huawei overcome difficulties and usher in a spring that belongs to Huawei! Come on, don’t be afraid of the wind and rain, forge ahead, and survive in desperate situations!
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