As we all know, my country's technology started late and there are technical barriers in many industries, especially in the field of chips and . If Chinese companies want to gain a place in the chip field, it will be as difficult as developing a self-developed operating system. As a representative of Chinese technology companies, Huawei has shown absolute strength. Huawei HiSilicon's self-developed Kirin chip has not only helped Huawei mobile phones surpass Apple and Samsung in the high-end mobile phone market, but in the field of chip design, HiSilicon has also entered the "first echelon" of the industry.
However, the good times did not last long. Huawei was suppressed by the United States at its peak. Huawei's self-developed Kirin chips could no longer be OEMed. Huawei's mobile phones could only rely on the inventory of Kirin 9000 chips. Now, two years have passed, and the inventory of Kirin chips has been exhausted. After all, Kirin chips cannot escape the fate of "returning to zero".
According to the latest data released by Counterpoint, in the Q3 quarter of 2022, the market share of mobile phone chips has undergone relatively large changes. MediaTek and Qualcomm are still in fierce competition, with only 4% share left. MediaTek's advantage is gradually being reduced. As for Huawei HiSilicon, its market share of has officially returned to zero from 0.4%.
Having said that, after Huawei was "stuck", its annual scientific research investment is still at the level of 100 billion, and Huawei has not given up investment in HiSilicon. Scientific research investment has increased instead of falling. Has the investment of 100 billion been wasted? In fact, and Ren Zhengfei have already given the answer. Huawei has publicly stated that it will not give up research and development, and HiSilicon does not exist for the purpose of making money. Even if the advanced chips designed by HiSilicon cannot be manufactured, Huawei will do its best to support HiSilicon with the money earned from other businesses.
Obviously, Huawei also understands HiSilicon’s situation very well. Even if Huawei HiSilicon has made new breakthroughs in chip design, but there is no chip foundry to manufacture it, then everything is just "paper talk", which is the main reason why HiSilicon's share has dropped to zero. But the existence of HiSilicon is meaningful. Whether it is for Huawei or the domestic chip industry, Huawei's self-developed Kirin chips represent the top level of domestic chip design.
As long as my country makes a breakthrough in advanced process chip foundry, or breaks the "stuck neck" of chips, HiSilicon will be able to make a comeback and jump to the "first echelon" in one fell swoop. You must know that before Huawei was "stuck", HiSilicon's cumulative scientific research investment in 10 years exceeded 480 billion yuan. Any scientific research investment will not be wasted. For HiSilicon, the current forbearance and silence are to continue energy and the process of technology accumulation.
As Ren Zhengfei said, Huawei HiSilicon’s current main task is not to make profits, but to withstand pressure and move forward with a heavy load. In the research and development of core technologies, we will never give up, admit defeat, or fall behind. When the domestic chip industry reaches a breakthrough and China Chip rises, HiSilicon's self-developed Kirin chips will appear again as the "king", and Huawei mobile phones will also be reborn.
There is one thing to say: Huawei’s move is not easy, and many companies will not do it. After all, it is difficult to persist with nearly 100 billion investments every year without seeing any results or hope. But Huawei has done it and persisted in doing it. For this courage and responsibility, we should cheer for Huawei! What do you think about this? Welcome to leave comments and messages!
