In recent years, my country has made leaps and bounds in science and technology and economy, but its core chips have been stuck. Especially when Huawei rose strongly with its HiSilicon Kirin chip and 5G technology patents, the United States directly launched multiple rounds of sanctions on Huawei. At its peak in 2019, Huawei's domestic omni-channel market share accounted for as high as 56%! At that time, the share of Apple in China was only 8%, and the arrogant Apple phones were completely unable to sell in China at that time!
However, after the US sanctions, Huawei Kirin 9000 chip inventory bottomed out, and the United States did not allow Huawei to use Qualcomm chips, resulting in a complete loss of chip supply. In order to give suppliers and channel dealers a way out, Huawei was forced to sell Honor for 200 billion yuan. After the lack of chip supply, the sales of Huawei mobile phone plummeted, and Apple's market share in China soared from 8% to 27.6%, reaching a record high! So Yu Chengdong once said on WeChat Moments: The United States has forced Huawei's mobile phone business to a desperate situation, and the high-end market has been given to Apple!
Just when Huawei's mobile phone business was in a desperate situation, the United States suddenly had a super big reversal of 180 degrees, indicating that Qualcomm could sell chips to Huawei. You should know that the rise of Huawei's mobile phone business has seriously threatened the survival of Qualcomm and Apple. After all, Huawei Kirin chip is Qualcomm's Snapdragon's biggest competitor, and Huawei phones are the biggest threat to iPhone. But what makes people angry is that Qualcomm can only provide Huawei with the chips that "4G special version" to Huawei. You should know that Huawei is the global leader in 5G communications. China has entered the 5G era, and even 5G on a thousand-yuan phone is standard. However, the United States asked Qualcomm to specially customize the "4G special version" chip for Huawei. Ren Zhengfei CEO probably laughed!
In the just released Huawei Mate50 series, Huawei is still forced to use Qualcomm's 4G special version of Snapdragon 8+Gen1 chip. At the press conference of friendly companies, they were bragging about how powerful the so-called Snapdragon 8+ was, and at the Huawei press conference, Yu Chengdong, CEO of the terminal business BG, did not mention a single word about "Qualcomm Snapdragon"! Yu Chengdong had tears in his eyes and was full of anger. He was waiting for an opportunity. Maybe 3 or 5 years. I believe that Kirin chip will definitely return to the king. Then it will be the true complete body of Huawei Mate!
So why did the United States suddenly relax Qualcomm's supply restrictions on Huawei chips when it turned out to be normal? I think there are three main reasons.
1. Huawei no longer poses a threat to Apple. The "soul" of Huawei mobile phones is the Kirin chip. At that time, Huawei Mate40 was relying on Kirin 9000, which made Apple breathless. Now Huawei, which lacks Kirin chips and even 5G networks, does not pose much threat to Apple. After all, few consumers are willing to spend 6,000 yuan to buy a Huawei 4G flagship phone without Kirin chips!
2. Suppress competitors and help Qualcomm generate revenue. The latest data from shows that after being cut off from chip supply by the United States, Huawei HiSilicon's share in the chip market plummeted to 1%, but another competitor, MediaTek , has risen strongly. MediaTek beats Qualcomm to win the first place with 38%, so Huawei adopts Qualcomm chips. On the one hand, Qualcomm can obtain patent licensing revenue, and on the other hand, it can also suppress MediaTek and compete for more market share.
3. Let Huawei give up R&D. Another very sinister reason why the United States does this is that it makes Huawei give up the development of HiSilicon chips, because the emergence of HiSilicon chips completely threatens the United States' hegemony in the chip field! According to Huawei's first half of 2022 financial report, the revenue of the terminal business has shrunk to 101.3 billion yuan, and the net profit margin plummeted from 9.8% last year to 5%, and Huawei's net profit is only 15 billion yuan! At this time, the United States provided chips to Huawei, with the purpose of persuading Huawei to give up R&D, honestly use Qualcomm chips, and pay patent fees to Qualcomm!
However, Ren Zhengfei has long seen through the United States' thoughts and said that Huawei will not give up HiSilicon . HiSilicon is the sharp blade of Huawei's conquering high-tech technology and has no profit requirements for HiSilicon! also upgraded HiSilicon department to a first-level department, and increased the efforts in personnel recruitment, striving to use advanced technology to break the US blockade in !
