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Huawei HiSilicon is the world's leading chip design manufacturer, which I believe everyone understands, but what the outside world does not know is that Huawei HiSilicon can go to this step and experience countless difficulties and obstacles. Yu Chengdong said that the development of HiSilicon chips has experienced a backward, generally backward to the leading such a process.
And now HiSilicon is in such a situation, it can be said that it is unpredictable. In addition, a market data came out, and the results that HiSilicon did not want to see appeared. What kind of key data is this? How does Huawei HiSilicon explore the direction?
Chip market data is out
There are many manufacturers of domestic self-developed chips, not to mention tens of thousands or even hundreds of thousands, and most of these chip manufacturers are concentrated in the field of chip design. It is in the upstream of the chip industry chain, and only after the chip is designed can it be handed over to the chip manufacturer.
But even if there are many chip design manufacturers in China, there are very few who can design chips to a high-end level. Among them, Huawei HiSilicon is the brightest new star, and generation after generation of Kirin chips have changed, accompanied by Kunpeng, Lingxiao, Honghu and other series of chips to grow together.
Until the emergence of kirin 9000 series chips, Huawei HiSilicon's chip design capabilities reached its peak. The appearance of the world's first 5nm 5G integrated SOC surprised the entire industry, and Huawei HiSilicon was the first manufacturer to release a 5nm integrated SOC 5G chip.
However, starting from this generation of chips, pollen is anxiously waiting for the arrival of the follow-up version of the chip, but Huawei did not bring the version of the next generation of kirin 9000, but released a variety of kirin 9000 series chip products, such as kirin 9000E, kirin 9000L and so on.
Or use Qualcomm Snapdragon's 4G chip to continue the development cycle of mobile phone business. Why Huawei Kirin chip has such a situation everyone knows, the period of the industrial chain needs to be solved in globalization, and when the chip market fully resumes globalization, it may be the dawn of time.
Before that, Huawei's mobile phones pursued quality, not quantity. Having experienced so many things, what kind of market performance does HiSilicon have today?
According to Counterpoint's survey data, in the global smartphone chip market in the fourth quarter of last year, MediaTek won the first place in the world with a market share of 33%. Qualcomm is close behind with a market share of 30%.
It is not surprising that these two companies ranked first and second, and the past market data was almost mediatek, and Qualcomm occupied the top two. But what is more interesting is the market performance of Huawei HiSilicon, which has a market share of 1%, compared with 7% in the fourth quarter of 2020.
In just one year, there has been a noticeable change, and this is also the result that HiSilicon does not want to see.
On the one hand, MediaTek, Qualcomm can continue to participate in the chip market shipments, and establish cooperative supply relationships with major mobile phone manufacturers. On the other hand, Huawei HiSilicon chips are only used for their own use and have not been exported to the outside world, but because they cannot enter the production line, they can only rely on inventory to maintain.
In short, this data fully shows the market status of all parties, and it is certainly different from other chip suppliers that are supported by many industries to understand the performance of Huawei's HiSilicon chip market share. Moreover, In this state, HiSilicon will no longer pursue eye-catching market results too much, but find ways to continue to go on, so how should HiSilicon explore the future?
How does Huawei HiSilicon explore the direction?
HiSilicon is a R&D team with 7,000 people, and it is a pure R&D department. In the positioning of Huawei's business department, there is no demand for profitability, and Huawei will not set a profit target for HiSilicon.
Huawei's goal for HiSilicon is very clear, as long as it can afford to raise, it will continue to raise and support HiSilicon research. Therefore, even if HiSilicon is in the rules, it still recruits talents from all over the world and shouts the loud slogan of "dragging the world forward".
This is Huawei HiSilicon's tenacious willpower, but it is not enough to say slogans, there must be practical actions, so what are Huawei's practical actions to explore the way forward for HiSilicon?
The first is the investment layout action. Huawei's Hubble Technology has invested in dozens of chip companies in recent years, from sensors to silicon carbide materials, from EDA to photoresists, and has invested in almost all semiconductor fields.
Some of these invested companies are start-ups, some are established manufacturers, but they can be looked at and invested by Huawei, indicating that there are certain aspects of potential.
The second is the field of private placement. Huawei Hubble has registered the information of entering the private placement, and Huawei will have more free fundraising ability after entering the private placement. And it can better improve the management ability of the industrial chain, as the invested enterprises embark on the IPO, exert strong strength in the industry, and then Huawei's entry into the private placement of this big chess game can be closed.
So don't just look at the current state of HiSilicon, it is better to take a long-term view. People who know Huawei know that Huawei is prepared for anything it does and sets any goal. And these investment layout actions, into the private equity is actually in advance.
You may not see much change in the short term, but perhaps in a few years, these actions will become the biggest card for the return of the HiSilicon king and the rebirth of the cocoon.
summary
Huawei HiSilicon's market data is out, the data is not as bright as MediaTek, Qualcomm's, but as Yu Chengdong said, no matter how much difficulty it encounters, it will continue to stick to it. Huawei has just released the Kirin 9000L chip, which also shows that Huawei has not given up from beginning to end. You may wish to give Huawei some more time and let HiSilicon "fly a little longer".
What do you think about that?
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