Since last year, , Huawei, and have become the target of the US. The United States not only restricted Huawei's development in the United States, but also issued a ban, prohibiting any chip company that uses American technology to supply Huawei with chips. And after September 15th, those semiconductor companies that have very close ties with Huawei are also forced to temporarily suspend business ties with Huawei, but this is a policy that hurts both sides. Why does
say that? Because since the ban came into effect, it is not just Huawei that has been affected, but also the US semiconductor industry.
Let’s talk about the impact on Huawei. Originally, Huawei and Qualcomm and other companies have very close ties. After Huawei lost Qualcomm's chip supply and TSMC's foundry chip shipments, overall mobile phone production has experienced a serious decline. According to the current statistics, in 2020, the overall shipment volume of Huawei mobile phones is only about 50 million units, which is only about 20% of the same period last year.
I have to say that the measures taken by the US have indeed brought a certain degree of blow to Huawei.
In addition, the United States also requires allies to keep pace with itself. In other words, in addition to the US's own exclusion of Huawei, it also pressured other allies not to give Huawei 5G orders. must know that Huawei’s strength in the 5G field is obvious to all, so in February of this year, Huawei had reached relevant 5g information network construction cooperation with 91 customers around the world. However, so far, Huawei's 5G orders have only increased by a few. Compared to the increased number of orders for , Ericsson, and Nokia, it is really not enough. And this result has a lot to do with the United States, because "unreliable" has admitted to lobbying various countries.
Of course, the ban affects not only Huawei, but the US semiconductor market has also suffered a greater impact. According to statistics from the International Semiconductor Association, the US chip industry has already paid US$170 billion in economic losses due to the ban on Huawei, which is equivalent to approximately RMB 1.1169 billion. is a trillion-dollar market at every turn, and various companies are also shouting: too difficult!
Among them, chip tycoon Qualcomm reported to relevant departments that in just one year, due to the severance of commerce with Huawei, it lost 8 billion US dollars.
No matter how "willful" the US side is, it cannot completely ignore the demands of major local companies. Under tremendous pressure, the US side seems to have gradually relaxed its ban on Huawei. The US publicly stated that if the company that has submitted the application can guarantee that the chips it supplies to Huawei will not be used for 5g, then the ban can be lifted to a limited extent.
Not long after the news came out, Qualcomm obtained a license to supply Huawei 4G chips. Prior to this, several companies had obtained a license to supply Huawei, but industry insiders pointed out that none of these companies could supply 5G chips. This is why the author said that the ban is only lifted to a limited extent.
Is Qualcomm 4G chip useful for Huawei? Of course it is useful! Before that, Huawei had stated that as long as Qualcomm can obtain a license, Huawei is willing to purchase Qualcomm chips.
Now the license is obtained, which is slightly different from expectations. However, it is better than nothing. At present, there are media reports that Huawei has begun to place 4G mobile phone accessories orders with suppliers, which also indicates that Huawei will restart the production and promotion of 4G mobile phones. By then, Huawei’s 4G mobile phones using Qualcomm chips are basically a certainty.
Although Qualcomm's 4G chips cannot fundamentally solve the plight of Huawei's shortage of 5G chips, the 4G chips have indeed relieved Huawei to a certain extent. After all, in some underdeveloped areas of the world, 4G mobile phones are still the mainstream. Huawei restarts 4G mobile phones and can do its best to preserve Huawei's mobile phone business.
still said, "Only when you are alive can you have a chance to comeback"! I believe that Huawei will be able to survive this difficulty.
Do you think Huawei’s restart of 4G is positiveIs it true? Welcome to the end of the article, thank you for your support!
