TSMC insisted on Huawei until the end
Because of the pressing of the US ban, cooperation between Huawei and related suppliers was cut off. The first time the United States requires more than 25% of companies using American technology to be unable to cooperate with Huawei, and later changed this data to 10%. Although the US has strengthened its chip blockade on Huawei, TSMC has confirmed that the technology below 7nm, and the US technology used by TSMC is still less than 10%, so it can continue to help Huawei rush to work on the Kirin 9000 chip. But until the US modified this data to 0%, TSMC was helpless.
But even at such a moment, TSMC still did not give up helping Huawei. TSMC also hired professional legal professionals to analyze the content of the new regulations, hoping to find "loopholes" to continue to help Huawei OEM. At the same time, TSMC also hopes to use building factories in the United States as a "negotiation chip", hoping to obtain the authorization of Midea, but in the end it is all a waste of money. , but TSMC still persisted until the end. Before September 15, it helped Huawei to rush out all additional chip orders, so that Huawei had no worries.
Huawei chartered the flight to transport the chip back to
Although TSMC has completed all Huawei's chip orders, since it has not been shipped back to Huawei, Huawei naturally dare not take it lightly. So before the ban came into effect, Huawei specially chartered a flight to drag 120 million chips back because it was worried that there would be variables after the ban came into effect. , and this batch of chips includes the Kirin 9000 chip that Huawei will use in the second half of the year. So can these chips really help Huawei overcome the current difficulties?
According to the data, Huawei's annual mobile phone shipments in 2019 were 240 million, and this year it is expected to ship more than 190 million. However, the 120 million chip reserves will not be able to last for a year as normal.
Huawei's 2021 shipment plan is adjusted
It is obvious that Huawei can no longer continue to operate according to normal conditions. Huawei's most important goal now is the three words of the original - to survive, Huawei needs time. According to the latest news, is said that Huawei's original shipment plan in 2021 has been reduced by 74%, and Huawei's annual mobile phone shipments in 2021 are expected to be only 5,000w. So based on this time and consumption, Huawei can rely on this batch of chips to last for about two years. Although
has not been long for two years, it has been considered very long for Huawei today. Moreover, in two years, domestic chips have enough time to develop, and Huawei’s hopes are all placed on the domestic chip industry. Of course, the country has also formulated a five-year plan, so there will definitely be a big breakthrough in two years.
Conclusion
At the most critical moment, fortunately, with the help of TSMC, Huawei has never been alone. In addition to TSMC, SMIC, Alibaba, Gree, Wanda and other companies have all extended a helping hand to Huawei, and the domestic semiconductor industry has also entered the fast lane and is now accelerating the overtaking. Although Huawei has encountered great difficulties now, Huawei has not given up and is still working hard to find ways to save itself. In addition, Huawei has the support of 1.4 billion Chinese people, the full support of the country, and the support of brother companies. I believe Huawei can overcome this difficulty, and victory is ahead! What do you think about this? Welcome to comment and leave a message!
