First, the introduction
January 7 news, as we all know, under the suppression of Western technology, Huawei is experiencing the most severe "winter" in history, for a hardware technology company, the lack of chip support of Huawei, just like the smart woman is also difficult to cook without rice, we also see that for more than a year, the inventory of semiconductors has been in a hurry, Huawei smart phone business, Huawei 5G orders, server business, etc., are because of chip shortages, resulting in a sharp decline in market share, which in turn seriously drags down Huawei's revenue, It has dropped from 891.4 billion yuan in 2020 to 634 billion yuan in 2021.
Second, Huawei finally waited, and the two Kirin cores were exposed
After the fourth new regulation adjustment in the West, completely blocked the pace of Huawei HiSilicon Semiconductor's entry into the high-end market, not only restricting TSMC, Samsung, SMIC and other manufacturers to OEM HiSilicon chips, but also third-party chip manufacturers are not allowed to ship Huawei, in such a difficult situation, Ren Zhengfei did not yield, to survive as the main line, invested 141.9 billion yuan in research and development costs, heavy money to build HiSilicon Semiconductor, starting from all aspects of chips, or through Hubble investment chip industry chain, Or through HiSilicon to form a chip research and development team, adhere to no layoffs or reorganization, and increase the introduction of talented teenagers.
On January 5, Huawei HiSilicon Semiconductor came good news, two Kirin chips for the mobile phone field exposed to the network, from the exposure of the news, the two chips were named Kirin 830 and Kirin 720, netizens who understand Huawei chips, may think that Kirin 830 will be an upgrade of the 7nm chip Kirin 820, and Kirin 720 is an upgrade of the 12nm chip Kirin 710, and in fact, these two new Kirin chips are only 14nm, positioned in the field of mid-range mobile phones. This also means that Huawei will launch a new mid-range machine, and it remains to be further confirmed whether it supports 5G functions.
Third, Ren Zhengfei's choice is right, what does it mean for Huawei?
In fact, in addition to these two mid-range chips, before the exposure of a 3nm flagship chip Kirin 9010, that is to say, Huawei did not stop the research and development of cutting-edge chips, still keep up with the industry trend, not only that, Huawei also set up an OLED screen chip research and development team, the first half of this year will be large-scale mass production, completely breaking Samsung's monopoly position, it can be seen that under the suppression of the West, Ren Zhengfei chose to continue to invest in HiSilicon Semiconductor, the whole industry chain of chips, and now we will find that Ren Zhengfei's choice is right again. With more and more self-developed chips coming out, what does it mean for Huawei? The author believes that there will be at least three aspects of the impact.
First, most of Huawei's hardware business will resume, the smartphone business will restart the mid-end market, the ICT communication business will also recover on a large scale, and the chips related to the smart car business will achieve self-sufficiency and completely get rid of the impact of the new Western regulations; second, Hongmeng users will usher in a soaring stage, with the partial recovery of Huawei's hardware equipment, then the new equipment equipped with the Hongmeng system will be shipped on a large scale, which will naturally increase the market share of the Hongmeng system; third, Huawei's revenue scale will quickly recover, mid-range mobile phones, 5G orders, Smart cars will quickly occupy the market, which will naturally bring a lot of revenue to Huawei.
Fourth, two Kirin cores or launched this year, what does it mean for domestic chips?
We all know that today's domestic semiconductor industry is still in the stage of research, especially the lithography equipment part of the chip manufacturing link, whether it can enter 28nm or even 14nm from 90nm, which is crucial to the development of domestic chips, so Huawei's two Kirin chips are exposed, and the 14nm chip process is used, and the probability will be introduced to the market this year, so what does it mean for the entire domestic chip industry? The author believes that there are two main aspects.
First, the domestic chip manufacturing link will break through to 14nm, although there is no brand of chip foundry manufacturers from the exposed information, but it is certainly SMIC, and the use of domestic chip manufacturing equipment, only in this way, can we truly achieve the 14nm process, thus getting rid of some of the restrictions of the new Western regulations; second, the discourse power of domestic chips will be rapidly improved, whether it is ASML or Bill Gates, there have been similar concerns before, because the Western new regulations have been implemented. The final result is that our domestic semiconductor industry is completely self-sufficient, so it is only a matter of time before GMIC breaks through to 14nm or even 7nm and below.
5. Conclusion
For the current Huawei, the impact of the new Western regulations will continue, but Ren Zhengfei has found three new ways out, that is, smart cars, Hongmeng system, Euler system, even if the SNC breakthrough to the 7nm stage is delayed, the future Huawei still has enough confidence to resist the suppression of the West, because these three new ways are all for the future market, and the market size can not be described numerically, so Huawei's future can be expected.
Well, Huawei's two Kirin cores are exposed, Ren Zhengfei's choice is right, what do you think?