Huawei has delivered a satisfactory answer!
In 2018, Huawei officially released 5G technology. After detailed analysis in European and American countries, it was found that it had been completely surpassed technically, so a series of targeted measures were officially promoted in 2019.
In this process, Huawei quickly completed the replacement of domestic components, and the technology was completely independently developed. The restrictions of the United States and the United States did not play a very good role. It could only start from the supply chain, supporting chips and systems. , 5G is fully restricted.
After the supply of Qualcomm and Google was cut off, Huawei released its self-developed Kirin chip and Hongmeng system, which effectively replaced domestic technology and showed strong strength, but unfortunately it was discontinued. After cooperating with TSMC, Kirin chips were forced to stop production.
After the supply of chips and systems was limited, the mobile phone business, which accounted for most of Huawei's revenue, fell into a certain dilemma. Now that the Honor brand has been sold, Huawei can only rely on the chips in stock to continue its mobile phone business. , and does not yet support 5G signal reception.
Faced with the biggest dilemma, Huawei made timely adjustments and deleted all American technologies and components in Huawei's 5G equipment. It did not give up its continued investment in HiSilicon. Currently, Hongmeng OS and HMS services are also available. It developed quite smoothly.
Huawei gave a satisfactory "answer"
After the supply of chips was interrupted, Huawei began to layout the entire industry chain, combining its own advantages well and driving the development of domestic high-quality semiconductor companies. It also established a dedicated Ha Bo Investment is used to provide corresponding financial support.
Even when its revenue capacity is reduced, Huawei still insists on investing more than 20% of its total revenue for R&D investment. After 2 to 3 years of hard work, Huawei has now delivered satisfactory results. "Answer sheet".
Breakthroughs at the 5G level
After realizing the complete "de-beautification" of 5G equipment, Huawei has also demonstrated a very high level in the 5G field. The only thing that the United States can limit is the source of customers. Excluding module products, it has been shipped globally. .
According to the latest data released by Huawei, the total revenue of 5G operator business in 2021 will exceed 280 billion, which is no weaker than the previous mobile phone business, and the total revenue of Nokia and Ericsson will be no more than in this way.
At present, Huawei's 5G orders have successfully exceeded 100, and of the 2.2 million 5G base stations in the world, more than 1.2 million are provided and constructed by Huawei. Huawei's strength in 5G network construction has long been recognized by the world. .
gave up cooperation with Huawei on 5G because of pressure from the United States! At present, the British side has acknowledged this fact. Obviously, the Open RAN 5G technology promoted by the United States has never met expectations and has caused dissatisfaction among European and American telecom operators.
The competitive advantages displayed by Huawei in the 5GToB field have long made European countries anxious. They all hope to resume cooperation with Huawei in a timely manner. The UK's delay in dismantling Huawei equipment can be seen very well. out of this.
The problem of chips and systems has been basically solved
After the chip supply was interrupted, the mobile phone business was most affected. The world's second largest mobile phone supplier has already fallen out of the top ten. In addition to the insufficient supply of Kirin chips , the inability to implement 5G functions is also one of the important factors.
But after entering 2022, we can clearly feel that the frequency of Huawei releasing new phones has increased. Yu Chengdong also expressed his position: " The problems of Huawei mobile phones can be improved through the supply chain."
This sentence naturally refers to the issue of chips and 5G. Huawei's self-developed "chip stacking" process is likely to have been used. The Enjoy 50 uses Kirin chips, but Huawei officials can hide it. It is speculated that the source of the chip may come from SMIC foundry.
However, Huawei has also realized the return of 5G network by equipping 5G communication shells with flagship phones that could not support 5G function before. If Kirin Chips and 5G functions can return at the same time, and Huawei's mobile phone business will surely be able to return to its glory.
Currently, Huawei is also actively solving the chip supply problem. After being well aware of the uncertainties of the ARM architecture, it has now focused on it. The open source architecture RISC-V has been developed, and chips equipped with this architecture have also been born.
has continued to invest in HiSilicon, and now it has received good returns, and has been implemented in screen drivers, smart cars, TVs and other chips. A great breakthrough has been made. Currently, 5G radio frequency chips are naturally more advanced, and the stacked chip process is also under in-depth research and development. This will also become the key to solving the demand for high-end chips.
The number of users of Hongmeng system has also successfully surpassed. If the threshold of 300 million is exceeded, enough users can help Huawei better build the ecosystem. After the official release of version 3.0, the underlying code of Android will be completely deleted, and Huawei will officially say "goodbye" to Google.
Huawei is taking another step. To further realize the complete localization of cutting-edge technology, this will drive a strong localization system. Huawei has already delivered satisfactory results. The extent to which it can develop in the future depends on the determination of domestic enterprises to innovate independently. How do you respond to this? See it?
