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Let’s talk to you today: U.S. companies resume supply, HiSilicon shipments plummeted, and Ren Zhengfei spoke euphemistically. What do you want to express?
Speaking of the terminal supply of chips, Huawei’s mobile phone shipments must be the most affected. From the world’s first 5G mobile phone shipments and the world’s second total mobile phone shipments to today The domestic rankings have fallen out of the top five, which can not help but make people embarrassed. The vacated market share of Huawei is also quickly occupied by major mobile phone manufacturers. At present, vivo has ranked first in the country, while in the high-end market. Apple has no rivals in the field!
Because Huawei’s flagship P50 can only support 4G networks, and the limited shipments can only rely on snap-up purchases, more people have given up their plans to buy the newly released iPhone 13 , the official website on the day of pre-sale The total number of viewers exceeded 3 million, and once again the official website collapsed, and Apple directly cut the price by 800 yuan, which really taught domestic manufacturers a lesson in marketing strategies!
Although Huawei has obtained the supply of Qualcomm 4G chips, Huawei seems to be reluctant to use Qualcomm chips. It still gives priority to release models equipped with Kirin chips, but unfortunately it lacks 5G signal reception The components, even if the 5G version of the Kirin 9000 chip is used, cannot receive 5G signals. It is really Huawei's helpless move to resume the use of Qualcomm chips!
HiSilicon’s shipment volume plummeted
Overseas professional research organization Strategy Analytics released a set of data,In the second quarter of the mobile phone baseband chip 's market share, major suppliers have shown a growth trend. Among them, Qualcomm returned to its peak with a 52% market share and regained market share. The first position, while other companies have seen different degrees of growth, the main reason is the sharp drop in HiSilicon’s shipments, which is also the reason why Qualcomm is so far ahead.
Obviously in this case, the ranking does not mean anything. You must know that in 2019, Huawei’s total shipments of mobile phones have exceeded 200 million. Especially for 5G mobile phones, so The baseband chips used are all from HiSilicon. The performance of HiSilicon baseband chips is better than that of Qualcomm, because the leader of 5G is Huawei. Under relevant restrictions, HiSilicon’s chips are directly facing the suspension of production, so such data is fundamental Without any reference, there is no fairness to Huawei HiSilicon.
If you are not troubled by the relevant restrictions, this ranking will be greatly reduced. I thought that Huawei could still fight Qualcomm, but I did not expect this time to be so short, and HiSilicon’s shipments The sudden drop is really reasonable. This does not mean that there is a problem with the ability. It is that Huawei is incapable of relying on a single company. It can only regret the overall domestic industrial level and cannot keep up with the pace of Huawei's development.
Qualcomm resumes supply
Qualcomm, as the main supplier of mobile phone chips, has formed a mutual dependence for the Chinese market. It is the Chinese market that has made Qualcomm and it is also Qualcomm Chips have achieved the pinnacle of domestic mobile phones, and Qualcomm chips have already appeared on Huawei's new generation of tablets. At that time, some people speculated whether Qualcomm had resumed chip authorization.
When it was reported that Huawei’s new flagship machine P50 will also use Qualcomm chips, it also confirmed the news. Unfortunately, it is limited to non-5G chips. When Huawei released the P50 series of mobile phones,There is this detail. Now all P50s on the market are equipped with Kirin chips, while those with Qualcomm chips are not on sale.
Kirin chip priority reason
First of all, it must be to provide a better user experience, because the Hongmeng system has been able to perfectly adapt to the Kirin chip, while the Qualcomm chip is different, not only requires R&D personnel to re- To adapt, it is difficult to say whether it can reach the ideal state. It is necessary to know that the P50 is directly equipped with the Hongmeng system. Therefore, Huawei naturally has to ensure that it is foolproof, and it is to accumulate as many Hongmeng users as possible to better build the Hongmeng ecosystem. !
For HiSilicon, the outside world is not so optimistic. HiSilicon mainly develops chips, and the research and development process is the most funded. After the production of Kirin chips, HiSilicon did not Any profitable channel can only rely on Huawei's continuous subsidies. Many people were worried before that whether Huawei would abandon HiSilicon and where should it go in the future?
Previous rumors about HiSilicon on the market, similar to layoffs, no longer developing chips, etc., were eventually confirmed as false information one by one. At present, HiSilicon has not only begun to develop 3nm chips, but also successfully conquered the screen. The core technology of driver chips and automotive chips can be directly produced and put into use after the relevant restrictions are lifted. This is also Huawei's last stubbornness!
Ren Zhengfei spoke euphemistically, what does he want to express?
Recently, Ren Zhengfei spoke again to HiSilicon, and this time it was relatively euphemistic. stated: "HiSilicon only needs to focus on climbing the Himalayas. Huawei will plant potatoes, graze, and climb mountains under the mountain. People continue to provide dry food.”
Although expressed in a euphemistic way, it is obvious that Ren Zhengfei’s attitude is that Huawei’s planting potatoes and grazing in the mountains means integrating resources and fully supporting Huawei. The development of HiSilicon also places all hopes on HiSilicon.I hope they can reach the top and create new heights.
If Huawei can solve the chip supply dilemma, then nothing can stop them from continuing to develop. If the Chinese chip can rise, the technological blockade of European and American countries will not be broken. If We don't develop chips independently. You can imagine what kind of situation we will face. What do you think about this?
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