Recently, Huawei and the United States have once again become hot searches. The US government issued the latest ban to completely ban Huawei and give Huawei the most fatal blow. At that time, Huawei officials also stated that no company's growth is not suffering, and Huawei already has experience and Huawei is confident of winning this battle. So how likely is Huawei to survive the most dangerous year in 2020 and even turn crisis into opportunity?
The latest ban issued by the US government
First, let’s briefly introduce the strongest ban newly issued by the US government. In the relevant ban, the US government stated that no matter which company in the future, as long as you use American-made equipment to produce chips, you will have to cut off relations with the United States. If you want to sell the chips produced to Huawei again, then you will be subject to restrictions from the United States and even sanctions from the US government in business. In short, as long as you use my American equipment, you will have contact with me. In the battle to suppress Huawei, you must unconditionally support me (the United States) and jointly suppress Huawei with me (the United States).
For this, I have to say that this is absurd. It's like you open a hotel in China, but some of the materials in your hotel are imported from the United States, so you have to listen to the United States and you have to do what it asks you to do. Of course, this policy of the United States has once again declared its hegemonic idea to the world, and its ambition to dominate is directly exposed to the public, but I personally think it is a bit whimsical.
Okay, let's go back to Huawei's suppression. The latest US ban is undoubtedly a complete ban on Huawei. So why does Huawei say that it can withstand this fatal blow? I personally think there are the following main points.
Huawei had long anticipated this crisis
First, Huawei had predicted this crisis in advance last year, that is, in 2019, and took corresponding measures. Relevant data shows that Huawei can now rely on the chips stored last year to survive the most difficult year in 2020. During this period, Huawei will be given more R&D time to overcome the equipment barriers in the United States. The chips they store are also the most advanced 7nm chips Kirin and Balong. While ensuring the core business 5G base stations, they have more opportunities to ensure the current mobile phone shipment level.
There is still some time before the ban is officially implemented
Second, there is still some time before the ban is officially implemented, and this period is the best time for Huawei to procure chips and further make strategic reserves. Relevant professionals have also estimated the actual implementation time of the ban in the United States, with an estimated 120 days left. Within these 120 days, Huawei can further expand its cooperation with large chip foundry companies such as TSMC and SMIC. And it should be noted here that under the influence of the new crown epidemic, many international brands including Apple have suspended shipments, which also provides hardware conditions for Huawei to further cooperate with other companies.
lithography machine independently developed by my country
Third, relevant data show that the infiltration DUV lithography machine independently developed by my country is expected to be shipped this year. This lithography machine is the same level as the ASML infiltration deep ultraviolet used by TSMC, and is only one level lower than the most advanced EUV. You should know that after preliminary preparations and a lot of research and development work, Huawei, or my country's chip industry, only lithography machines need to rely on the United States in chip manufacturing equipment. Once the infiltrated DUV lithography machine SSA800 is successfully developed, then Chinese chip foundry companies, or all chip foundry companies in the world, will break away from the control of the United States and the market will return to normal. Moreover, this news is not groundless, its reliability is as high as 80%.
my country has shown support for Chinese companies such as Huawei
Fourth, the Chinese government has clearly stated its support for Chinese companies such as Huawei and the United States suppressed.Before the US ban was promulgated, my country's Ministry of Foreign Affairs stated that if the United States does not stop illegally suppressing Huawei, then China does not mind suppressing relevant American companies in the same way. After the news of the latest ban in the United States came out, the Ministry of Foreign Affairs of my country condemned the behavior immediately and demanded that the United States stop the relevant behavior immediately. It is not difficult to see from this that from beginning to end, the country has stood behind Huawei and supported Huawei. Under such circumstances, Huawei's chances of winning this battle have been increased again, and there are more than 1.4 billion people behind Huawei.
has already gained experience again and again
Even as Huawei officially said that it had already gained relevant experience before, Huawei has already prepared to welcome this battle. Moreover, from the above-mentioned chip reserves and other aspects, Huawei itself has indeed prepared enough "ammunition", which is definitely not just a statement. Moreover, the well-known "Blue and Red Army" department established by Huawei also conducted drills on this.
is written at the end:
In fact, regardless of whether Huawei can win this battle, I personally think this is not good for both sides. Although all Chinese companies, including Huawei, are not afraid of this kind of business war, they should try to avoid it as much as possible. After all, even if you win in the end, you will definitely pay a huge price. Of course, when others bully at the door, we still have to fight back the strongest, even if this is extremely unfavorable to our own development, the Chinese are never afraid, and we believe that we will surely be able to win.
What do you think about this?
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