TSMC has obtained a one-year exemption, and the factory can be built normally. So can the cooperation with Huawei be restored? Bill Gates once again stated: "We are taking the initiative to admit defeat!" Does the US's reversal mean that she has realized the mistake?
Does Huawei still need to ship freely?
Google and Qualcomm successively cut off supply, which also led to the launch of Kirin chip and Hongmeng system in advance. Thanks to the complete self-development of technology, it also made Huawei mobile reach its peak. Unfortunately, under relevant restrictions, after TSMC interrupted cooperation, Kirin chips directly faced a suspension of production, and the way to obtain chips was completely cut off.
inventory chips are not enough to support the entire industrial system. Huawei was forced to sell the Honor sub-brand, which was able to better continue the mobile phone business, but the overall revenue was still large, which directly dropped by 200 billion yuan. , but after three years of hard work, it has ushered in breakthroughs in more fields, which has ensured sufficient R&D funding.
Huawei has successively established more than ten "legions" to flexibly cooperate in the market. It has ranked among the best in the world in terms of smart cars, 5GToB services, cloud services and other businesses. The joint creation of Wenjie series of cars has achieved very good responses in the market. Yu Chengdong even stated that it is not a problem to sell 20,000 vehicles in the subsequent monthly sales.
Once the automotive business rises as expected, it will definitely bring a lot of revenue. It can be reflected in the history of Tesla 's fortune. Huawei has top 5G technology. If it can surpass Tesla in autonomous driving, it is very likely to overtake in its market position, which will directly make up for the revenue shortage of mobile phone business.
At present, the United States has slowed down its 5G research and development, but it just doesn't admit that it is behind in technology. Huawei no longer "treats with courtesy" and has gradually begun to charge technology patent fees. No US company can escape it. According to data, operator business revenue in the first half of the year reached 142.7 billion, accounting for 47.3% of the total revenue. It can be seen that 5G business is replacing mobile phone business.
's diversified development model has also made Huawei show unusual strength. Although the United States is still "stumbling", it is impossible to have so much energy to limit all areas. Ren Zhengfei also officially announced that it will invest no less than 20% of the total revenue each year, which also well reflects Huawei's determination.
no longer relies on the revenue of the mobile phone business, but can support the entire market layout, which is equivalent to getting rid of the dependence on TSMC. If revenue can be restored, it will be equivalent to "icing on the cake". Huawei itself is creating its own era, so foreign media will sigh: "Huawei no longer needs to ship freely!"
Bill Gates' statement
As the founder of Microsoft , Bill Gates can be said to have witnessed the development of the entire semiconductor industry, for the city He is aware of the changes in the field. He raised the importance of the Chinese market a long time ago, and stated: "Continuously restricting free shipments will accelerate the independence of the Chinese market, thereby losing a lot of high-paying jobs!"
If the analysis is based on the current form, such a prediction has indeed been achieved. Recently, Bill Gates once again spoke out again: "We are taking the initiative to admit defeat!" The meaning of this sentence is also very clear. The rise of Chinese companies is already unstoppable, and the domestic technology system led by Huawei has taken shape.
Currently, Huawei no longer believes in the globalization system. Yu Chengdong was also upset before that it did not enter the entire industrial chain layout of chips earlier, which led to the emergence of this situation. However, Huawei has now had a better solution, and Kirin chips will soon be back.
Huawei's self-developed chip stacking technology has applied for corresponding technical patents. It is expected that Kirin chips equipped with this process will be released in 2023. By superpositioning two 14nm chips, it can achieve performance of no less than 7nm.
With the support of this technology, combined with the continuous breakthrough of the domestic chip industry chain, Yu Chengdong promised to realize the de-beautification technology production line in 3 to 5 years, and it may be implemented in advance. The domestic lithography machine is already being accelerated, and the 14-nanometer chip has also achieved large-scale mass production.
Ren Zhengfei's persistence in technology has created the powerful Huawei, which has not been listed so far. He does not want to be influenced by capital. He has also preserved his original intention of establishment well. He insists on investing 20% of the total revenue every year, and is destined to achieve something. What do you think about this?
