Due to the interruption of the supply of HiSilicon chips, the two security monitoring manufacturers, Hivision, Conway and Dahua, are facing the availability of coreless products, and the prices of their products have increased.
Huawei HiSilicon, which occupies 70% of the global IPC SoC chip market, was unable to OEM due to well-known reasons and the supply was tight. Affected by this, major customers such as Haikang and Dahua began to increase prices for security surveillance camera products, even one day At one price, the middleman stocks up the goods, and the dealers cannot get the supply, so they can only add money to buy the goods, which is miserable. The negative effects of the cut of
have also begun to appear in all walks of life. Huawei HiSilicon, which focuses on chip design, has been deeply involved in various fields for many years, such as Honghu chips, security chips, Server storage chips, AI chips, Balong series, etc., have achieved leading positions in many fields. Nowadays, due to the inability of foundry, many downstream manufacturers in related industries are facing a situation where there is no chip available. A HiSilicon AI security chip of about 400 yuan has increased by 10 times and is still in short supply.
Ren Zhengfei once said: Huawei is now designing a chip, and there is no way to produce it in China. Yu Chengdong once said: Huawei only designs chips is a lesson. Only hope that the domestic supply chain, especially the foundry, can speed up the process and provide foundry chips for outstanding chip design manufacturers such as Huawei HiSilicon. After all, it is unrealistic to rely on one company to complete upstream and downstream tasks.
