Huawei can develop its own chips, but cannot make chips. It is basically handed over to TSMC for foundry, and contributes a lot of revenue to TSMC every year. It is TSMC's second largest customer. Rules such as
chips have been modified, and TSMC cannot ship to Huawei because there is no license. Huawei expressed its willingness to use chips such as , Qualcomm, , etc. to create high-end mobile phones and other products.
chip has become the most important component. Mobile phones, PCs, cars, and 5G devices all require chips, and TSMC and others cannot ship freely, which is equivalent to cutting off the chips. Huawei can only rely on reserve chips and domestic chips and other products.
But it is questionable that after the chip and other rules have been modified, Huawei still hopes to license it, even if it is part of it. Why does Huawei no longer mention chip licenses now?
In fact, Huawei's attitude has undergone such a major change mainly because of the following points.
First of all, Huawei saw it clearly. After the rules such as
chip were modified, Ren Zhengfei means that the US has modified the rules many times, with the purpose of hoping that Huawei will die, so Ren Zhengfei will live as Huawei's goal. Rules such as
chips have been modified many times, becoming stricter every time. Now even chip semiconductor manufacturing equipment is required to ship to domestic manufacturers. This rule is also suitable for foreign-funded enterprises that build factories in China, including Intel , Samsung , etc.
From this point of view, it is to eliminate the flames of chip manufacturing and ensure its leading position in chips.
In addition, manufacturers such as Qualcomm, TSMC, and Intel are actively applying for licenses and even issued serious warnings. As a result, only a few manufacturers such as Qualcomm have obtained licenses to ship some 4G products.
This made Huawei see clearly that core technologies must be mastered, fully enter the field of chip semiconductors, and join hands with the domestic industrial chain to make breakthroughs.
Secondly, Huawei doesn’t want to be choked.
Huawei does not mention permission, but actually does not want to be stucked, because after obtaining the permission, it will still be stucked.
Therefore, Huawei has fully developed its own chips, entered the field of chip manufacturing of heavy asset , and developed optical chips and other technologies, with the purpose of fully solving the problem of stumbling.
In addition, Huawei has also made a comprehensive transformation, abandoning US technology and US dollar devices, etc.
For example, Huawei deleted the American code in Huawei 5G devices, used domestic and other components to create the 5G module product, and shipped it to the world.
Huawei has opened up the domestic mobile phone industry chain and used domestic components to create high-end mobile phones with high-quality experience. Data shows that the domestic production rate of Huawei mobile phone has exceeded 60%.
Huawei has fully entered the automotive field. Through self-developed autonomous driving technology, three-electric technology, lidar and Hongmeng smart cockpit, it has achieved revenue by providing technology and components to automobile manufacturers, reducing its dependence on chips.
The most important thing is that Huawei comprehensively develops the Hongmeng ecosystem and wants to build the Hongmeng system into a global system. In the future, it will obtain more revenue through the Hongmeng ecosystem. Currently, Hongmeng users have exceeded 300 million.
Finally, Huawei has its own solution.
chip is still the main problem Huawei is currently facing, but Huawei already has its own solution.
Huawei is developing its own stacking technology chip to solve the problem of high-performance chips. It is expected that Huawei stacking technology chips are released in 2023.
In addition, the domestic chip industry chain has made many breakthroughs, such as 90nm lithography machine , 14nm advanced processes, domestic CPUs and 5G chips, etc., all of which provide support for Huawei.
The key is that Huawei has reserved a large number of chips, which are enough for operators such as Huawei 5G. In terms of business, Huawei focuses on high-end services such as mobile phones, which not only reduces its dependence on chips, but also increases profits.
In addition, Huawei adopts the 1+8+N ecological method to continuously expand the ecological chain, and these products often rely on domestic chips.
This is why Huawei no longer recommends licenses.
