Since experiencing relevant restrictions, Huawei has shown its tenacious resistance. Ren Zhengfei's far-sighted vision has helped enterprises get out of trouble step by step, but Huawei's contribution to the entire semiconductor industry chain in China is not only reflected in these data. What signal does the release of
Mate 50 bring?
The Mate 50 that has been looking forward to for two years has finally been released. The first batch of 4 million stocks were quickly sold out. This also well proves that if you said Yu Chengdong before, you can buy Huawei mobile phone , which means that the supply chain problem has been solved accordingly.
, but there are still some imperfections in the release of Mate 50. Among them, the Kirin chip representing Huawei phones has not returned, and it uses the Qualcomm chip, and does not support 5G networks. However, the good news is that the Hongmeng system has been upgraded to version 3.0, completely replacing the underlying code of Android, and truly independent of the domestic system ecosystem. The release of the
Mate 50 series also officially announced that China has returned to the high-end mobile phone field. Apple is no longer "single". This time, facing the strong attack of iPhone 14, domestic mobile phones did not lose very ugly, but were slightly better in terms of reputation. The birth of the Kirin chip directly opened the door to the domestic production of smartphones and got rid of the title of "assembly factory". The value of Mate 50 mobile phones is not only reflected in sales data. After the blogger's disassembly, a large number of domestic parts were used internally, and the domestic production rate reached more than 60%, which can be said to have directly driven the development of the entire domestic industry.
Mobile phone brands other than Huawei, except for China, are the most important core components such as chips, systems, etc., originate from overseas imports. Once the technology in this area is restricted, domestic mobile phones will quickly become a "brick". Huawei has not experienced this. The supply cutoff of Google's has caused such a tragic situation.
At present, every mobile phone manufacturer cannot fully rely on its own capabilities to make mobile phones. It also includes Apple , but there are also big differences. Apple occupies a dominant position in the supply chain, can control any foundry at will, and realize the most important independent supply of chips and systems.
Domestic mobile phones are different. The most important chips and systems cannot be independent, and they are destined to be "controlled" during the operation and production process. It is equivalent to working for others and still complacent with the meager profits. This is actually a very dangerous signal. Fortunately, the emergence of Huawei has changed this state.
domestic supply chain rise
Even the world's largest foundry Foxconn has been "controlled" by Apple. It has repeatedly rejected the requirement for price increases. Now it still cooperates at a very low cost. This obviously makes Foxconn very uncomfortable. However, after Cook felt the abnormal behavior, it began to support the growth of domestic Luxshare Precision and gave most of the orders to this manufacturer.
If you want to control the market, either you have absolute "capital" or you have absolute influence. Apple obviously belongs to the latter, while Huawei prefers the latter. Relying on the supply chain is not a bad thing, but the premise is to have a reliable industrial system, and domestic manufacturers are on this issue.
does not have the strength to control the international supply chain, and in some core software and hardware facilities, it is impossible to achieve corresponding independent decision-making power, and there are no corresponding conditions for exchange of interests, so that a long-term and stable cooperative relationship cannot be formed, and it is particularly easy to be "bottled". In the face of this situation, Google has fully reflected this cooperative relationship.
The good news is that Huawei not only realizes the independence of chips and systems, but also accounts for more than 60% of domestic parts. This means that it is supporting the growth of the domestic supply chain on a large scale and domestically producing all the replacement parts. This will naturally be supported by the domestic supply chain. Huawei's " wins people with virtue " has also established its dominance in the supply chain.
Mate 50 lacks Kirin chips and 5G functions, but it is still popular in the market. The most important reason is that the proportion of domestic production is high, and consumption can drive the development of the industry. The high-end mobile phone industry chain has now taken corresponding prototypes.
It is reported that Apple's proportion of domestic parts adopting more than 25%, including important components such as Yangtze River Storage chips, which shows that the domestic mobile phone industry chain has great potential, and Huawei has made an indelible contribution in the whole process. What do you think about this?
