At present, for Huawei, there is still vitality in the predicament. After the darkness, it seems that dawn has arrived.
Recently, Huawei learned that Qualcomm has applied for a chip sales license. If approved by the US government, Huawei will use Qualcomm chips in its smartphones.
Huawei or Lu 'an Huaming and Qualcomm have applied for export licenses to Huawei.
From September of 15, Huawei's "supply failure crisis" officially began. On September 14, TSMC officially stopped producing Kirin chips for Huawei. After September 15, manufacturers such as TSMC, MediaTek and Samsung will not be able to continue to supply Huawei.
At the same time, American companies, including Qualcomm, must obtain government permission to export goods to listed companies.
At today's Huawei Connection Conference, Guo Ping, the rotating chairman of Huawei, was asked whether Huawei would use Qualcomm chips on its flagship mobile phone. He said that Qualcomm has always been an important partner of Huawei, and Huawei has been purchasing Qualcomm chips for more than ten years.
"We understand that Qualcomm has applied to the US government for a license to export products to Huawei. If they get permission, we are willing to continue to buy their chipsets from them and use them in our smartphones. 」
As early as the beginning of August, Qualcomm lobbied the Trump administration, calling for the lifting of the company's restrictions on selling chips to Huawei. According to Qualcomm, the US ban on Huawei may hand over the market worth as much as $8 billion to Qualcomm's overseas competitors.
What is the impact of Huawei's use of Qualcomm chips?
MediaTek has a higher priority than Qualcomm Snapdragon, but the problem is that MediaTek has been banned.
Not using Kirin chips will cause huge losses to Huawei. Huawei's multi-screen collaboration and other functions, as well as the bottom Ark compiler and HarmonyOS system system, have made special adaptation and optimization for Kirin, replacing the Qualcomm chip, so the development work based on Kirin will be reinvented, and the workload can be imagined.
It is easy to change the core, but difficult to change the ecology.
According to the data of IDC in the second quarter, in the competition of chip platforms in the 5G mobile phone market in the second quarter of 2020, Huawei Hisilicon still occupied more than half of the market share, and Qualcomm ranked second.
After all, as a substitute for Hess, Qualcomm is qualified. If Qualcomm gets the license, as Guo Ping said,'s 5G chip from Qualcomm may soon enter Huawei. Huawei's choice may further affect the competition in the 5G chip market.
Licenses poured in, and both Intel and AMD were approved.
Among Huawei's many suppliers, AMD is the first company to successfully apply for supply.
Although it is all dark around, there must be stars, which can last all night until dawn.
Forrest Norrod, senior vice president of AMD, said that AMD has obtained permission to sell its products to some companies on the "entity list" in the United States. He also said that 100% of the society is committed to abiding by American laws and has taken appropriate measures to ensure that AMD manages the entity list and interacts with customers or potential customers.
AMD is the first company to continue to supply Huawei under the ban. As one of the main suppliers of Huawei notebook CPU, AMD's Ruilong series CPU has been adopted by many Huawei notebook computers.
However, it is also reported that AMD can only provide Huawei with laptop processors, and the reason why the United States will let go of AMD's supply is because Huawei's notebook computers have a small share abroad.
On the other hand, since AMD opened this hole, licenses have been coming in continuously.
An Intel spokesman also said on Tuesday that Intel has obtained permission from the US authorities to continue to supply specific products to Huawei.
Ian Yang, global vice president of Intel Corporation and president of China, recently issued a document stressing that Intel will never quit China and will continue to increase its investment in China.
"Intel has been rooted in China for 35 years, participated in the development of China, witnessed the rise of China and made our contribution. For a long time, we have been united in knowing and doing, and we have been in the same boat with China through thick and thin. 」
Samsung and MediaTek are also actively applying. I believe that in the near future, this may only be the beginning of the "big reshuffle" of suppliers.
Some netizens said that after all, it is buying, not doing. Under the oppression of the US government, only American companies have obtained licenses. Permits can only help tide over the crisis in a short time, but in the long run, relying on yourself is the last word.
The United States is likely to temporarily give Huawei the illusion of "boiling frogs in warm water" in this way. But as long as one day, the power of life and death is in the hands of others, we will not be able to relax our vigilance one day.
Survival is the most important thing! Guo Ping: Survival is the main line.
Guo Ping said at the conference, "Everyone knows that Huawei is facing great difficulties now. The continuous suppression has brought great pressure to Huawei's operation. Survival is the main line of Huawei. 」
Huawei only put its chips into storage last week and is still evaluating the consequences of sanctions. He described the chip reserve as "the surplus grain of the landlord's family", which means that companies such as base stations have sufficient business reserves, and mobile phone chip reserves are still actively trying to find ways.
He quoted Dumas to describe Huawei's state: "All human wisdom is contained in two words: waiting and hope. 」
Shepherd would rather lose wool than sheep. Aside from other things, the best effect of getting a license is that the mobile phone business can be extended.
In the decoupling crisis, in the final analysis, the most important thing is to "survive". As long as "survive", there is an opportunity, there is an opportunity.
Just like the last scene of the movie "800", surviving is the real victory compared with shouting honor and sacrifice. Only by surviving can we join a bigger "battlefield".
Survival is always the first. Only a truly rational choice can achieve a longer-term victory.
Reference link:
Bc.com/2020/09/23/Huawei-Says-Qualcomm-has applied for a license to sell it-chips. html