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The global chip market is reshuffled! HiSilicon results came out, the problem came to Huawei's side?
Chips have long been known as the jewel in the crown of technology, and their gold content is self-evident. However, it is really difficult to make chips, Xiaomi Lei Jun once said: "Do chips nine deaths, the failure rate is too high, many times invested a lot of money, but has not obtained the corresponding return."
There are thousands of companies that do chips, and those who can really stand out are actually a minority. Domestic millet, OPPO, Huawei can be regarded as chip companies, but the only one that really stands out is Huawei. It can be seen that making chips is far less simple than ordinary people think.
Secondly, even if a top-level chip can be designed, if there is no matching chip production chain to cooperate, it is also a white match. For example, Huawei's Kirin 9000 series chips have performance comparable to Qualcomm and Apple's flagship series chips. But unfortunately, because Huawei does not have chip production capacity, after the ban on the Old United States came into effect, Kirin chips had to face the fate of becoming out of print.
Of course, chip manufacturers that do not have chip production capacity are not only Huawei, Qualcomm, Apple and other top technology companies in the United States also do not have chip manufacturing capabilities, and even GF, the most powerful chip manufacturing strength in the United States, does not have chip manufacturing capabilities below 7nm.
Continue to talk about Huawei, because the domestic chip manufacturing level is not yet the top, before the production of Huawei HiSilicon chips, can only be handed over to chip manufacturing giants such as TSMC and Samsung, but since the old American chip ban came into effect, now these two chip manufacturing giants have no longer accepted Huawei HiSilicon chip orders.
The chip cannot be manufactured, and the impact on Huawei is still quite large, especially the impact on Huawei's mobile phone department. In the past 2021, because of the shortage of chips, the release frequency of Huawei's new machines has dropped by several grades compared with previous years, and even if new machines are released, the production capacity is limited, and it is basically out of stock on major e-commerce platforms.
The decrease in the number of new machine releases by Huawei will naturally affect the market share of HiSilicon chips. Previously, when it was not sanctioned by laos and the United States, Huawei's mobile phone global shipments ranked second, and at its peak, it briefly topped the first position in global shipments, which indirectly led to HiSilicon's share in the global chip market, and at its peak, HiSilicon's share in the global chip market was second only to Qualcomm.
But unfortunately, since the chip ban took effect, HiSilicon chip production has encountered obstacles, and its market share has been continuously eroded by competitors such as Qualcomm and MediaTek.
According to the latest report released by market research institute Counterpoint, the global chip market is undergoing a major reshuffle, and HiSilicon results are out!
The data shows that in the fourth quarter of 2021, the top three in the global smartphone application chip shipment list were occupied by MediaTek, Qualcomm, and Apple, while Huawei HiSilicon's market share was only 1%.
HiSilicon's market share is only 1%, and the problem comes to Huawei? As we all know, chip research and development is very expensive, if there is no sustained monetization ability, few companies can stick to it, which is why few domestic companies will choose the route of technology self-development.
Because in the early stage of self-research, the products developed by enterprises must be inferior to the international mainstream standards, which means that enterprises must pay for research and development costs out of their own pockets in the early stage. But the problem is that while you are progressing, others are also progressing, if there is no leapfrog breakthrough, then the development may still be inferior to the international mainstream level in the later stage.
It is precisely because of this concern that many domestic enterprises will basically choose to take the comprador route, because it is convenient and fast, and there is no need to worry about spending a lot of money but returning to the situation.
Now Huawei, although it can still design chips, but the key chip production can not be done, in this context, is it necessary for Huawei to continue to support the HiSilicon department? Obviously, the problem comes to Huawei.
So what will Huawei do? In fact, Ren Zhengfei had long been aware of the situation in which HiSilicon's market share had plummeted. In November last year, Ren Zhengfei said that he would not give up, and that he would encourage HiSilicon to climb the Himalayas, and Huawei people would plant grain under the mountain to continuously support HiSilicon to climb the peak.
Ren Zhengfei made such a decision will not come as a surprise, HiSilicon chip is not only the hope of Huawei, but also the hope of China's chip industry, if it is abandoned because of the temporary chip production problems, it is the biggest loss.
As Ren Zhengfei said in the book "Ren Zhengfei Thinking, the Key to Huawei's Victory": "Any nation must base its confidence in building the motherland on the basis of trusting itself, and only in this way can it gain equality and respect."
"The development of enterprises is to develop a group of wolves, to have the indomitable quality of wolves and the offensive spirit of fighting hard, and to have the consciousness of fighting for the group"!
At present, the development of hiSilicon's chip department has indeed been greatly restricted, but for the future of China's chip industry, Ren Zhengfei is willing to smash the research and development investment that may not return, which is Ren Zhengfei's thinking.
Lenovo founder Liu Chuanzhi is known as the "godfather of Chinese business", while Ren Zhengfei does not have any halo on his head, but why is the reputation of the two very different? To put it bluntly, it is not because: Liu Chuanzhi is for himself, ren Zhengfei is not for the country.
Or that sentence: thinking determines the way of doing things, but also determines the height of the enterprise, Ren Zhengfei's thinking of "giving profits for the country" is worthy of admiration!
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