Huawei ’s self-developed chips are obvious to everyone. The Kirin series chips designed by HiSilicon Semiconductor bring the ultimate performance experience. It’s just that the chip designed by HiSilicon cannot be put into the production line for the time being, and everyone knows the reason.
. The United States allows Qualcomm to ship chips to Huawei at a critical moment. It seems to be a "good intention", but in fact it has other plans. What is the idea of the United States allowing Qualcomm to ship? What is Huawei's insistence on HiSilicon chips?
The United States' idea of allowing Qualcomm to ship chips
Qualcomm has a high position in the domestic mobile phone chip market. Almost all flagship mobile phones of domestic manufacturers use Qualcomm Snapdragon series processors. The Snapdragon 7 and Snapdragon 8 platforms that can be seen everywhere allow Qualcomm to make huge profits in the Chinese market. Coupled with the cost of communication patents, almost one-third of the cost of a mid-range smartphone comes from Qualcomm.
However, Qualcomm has not been smooth sailing in the Chinese market for decades. In the early stages of development, Qualcomm Snapdragon chips have little reputation and little performance advantages.
Later, with the first support of Xiaomi , it equipped the Snapdragon chip, allowing the Snapdragon chip to make its mark in the market. Qualcomm also supported Xiaomi and became a shareholder of Xiaomi. The two sides have established a close cooperative relationship, which is why Xiaomi has frequently obtained the first opportunity to launch Snapdragon chips.
As Qualcomm's influence becomes increasingly greater, domestic mobile phone manufacturers have chosen the Snapdragon chip camp. Although there are chip suppliers such as MediaTek and Unigroup Zhanrui on the market, the reputation of Qualcomm Snapdragon platform has gradually gained market recognition, which has also made Qualcomm one of the first-tier giants.
Qualcomm also encountered a big problem, that is, Huawei has its own developed Kirin chip , and Qualcomm cannot get the orders it desires. Huawei mobile phone business at its peak, with annual shipments of hundreds of millions, firmly accounting for the top three smartphone markets in the global smartphone market.
Although a small number of Huawei's mid- and low-end models at that time used Snapdragon chips, compared with HiSilicon's share, Qualcomm did not have a very important position in Huawei's mobile phone supply chain.
Qualcomm once tried to convince Huawei to give up its own chips and supply it to Huawei by providing discounts. The result is conceivable. With Huawei's persistence in scientific research, it is naturally the choice of self-developed chips. Qualcomm has always wanted to become the main chip supplier of Huawei's mobile phone business, until under the influence of US rules, Qualcomm has obtained the opportunity to supply.
Other suppliers have also applied for supply licenses, but only Qualcomm's application was approved, but Qualcomm's allowed supply is limited to 4G chips. In the Mate50 series released by Huawei, it also uses the 4G version of Snapdragon 8+ processor. Not only mobile phones, Huawei's tablets also use Snapdragon chips.
This gave Ren Zhengfei directly "exploded". Although it obtained chip supply, it was not a happy thing. The United States' intention to allow Qualcomm to ship is very obvious. On the one hand, it is necessary to make money, but on the other hand, it does not provide cutting-edge technology.
. For Huawei, which has always insisted on self-developed chips, in order to enable the business to develop, various difficulties must be overcome.
Of course, mobile phone business is not Huawei's entire business. In order to make up for the changes brought about by the mobile phone business, Huawei actively deploys smart car products, cooperates with car companies, and develops automobile sales business. The sales of a car are worth more than a dozen mobile phones.
Huawei's insistence on HiSilicon
Huawei's mobile phone business will continue to move forward, and the chips developed will not stop developing. Even if they cannot enter the production line for the time being, they can prepare for the future. Huawei has developed its own chips for more than ten years and has obtained support from its chip business through its HiSilicon Semiconductor. Like the self-developed chips of , Apple , Huawei's chips are almost all used for their own use and are not shipped to the outside world.
So what kind of market share has depends entirely on Huawei equipment shipments.But everyone knows what the Huawei business is like. HiSilicon chips cannot be produced, so it turns to the Qualcomm chip camp.
Now Huawei releases flagship phones using Qualcomm Snapdragon processors. Not to mention the performance for the time being, the key is that they do not support 5G network functions. If Huawei mobile phones want to support 5G networks, they either choose 5G communication phone cases or wait for the industrial chain to restore their original supply status.
However, when the 5G era has not yet arrived in full, 4G mobile phones can also have a large sales market. Just like Huawei Mate50 is selling well, the first batch of 4 million stocks have been sold out. On the one hand, Huawei is urgently producing Mate50 series mobile phones, and on the other hand, Huawei is still insisting on investment and research and development in HiSilicon.
Huawei once said that there is no profit target for HiSilicon, and as long as Huawei can afford it, it will continue to maintain it. Not only will the team not be disbanded, HiSilicon also conducts recruitment activities as usual.
There is reward whenever you persist. HiSilicon maintains scientific research tasks, developed chip stacking technology for Huawei, and issued relevant patents. At the same time, in order to diversify the chip layout, Huawei's Hubble Technology has invested in dozens of semiconductor companies.
From EDA software to silicon carbide materials, everything we do is to let Huawei's businesses go further and take survival as its primary goal. I believe Huawei will be able to stick to the end.
summary
is really annoying. With the help of the rules, Qualcomm got an opportunity to order that did not originally belong to it. However, for the sake of business continuation, cooperation is an important choice. But Huawei will not stop developing its own chips, but will continue to move forward, so that one day HiSilicon chips can be reborn.
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