Huawei's development in recent years is obvious to all, and it is no exaggeration to say that its ICT technology is at the leading level at home and even internationally! But for Huawei, the bottleneck of development is the operating system and chips. For high-end processor chip production, such as 5NM process 5G chips, the more famous Chinese mainland chip foundry SMIC's more mature program is still stuck in 10nm.
High-end chip foundry can not be solved in a short period of time, even if Huawei can design the Kirin series of chips. Although the chip is limited, Huawei's mobile operating systems HarmonyOS and openEuler have begun to emerge and attract the attention of american chip giants.
HarmonyOS uses a full-stack decoupled architecture with embedded distributed, soft bus technology. It is a distributed mobile operating system for all scenarios. In layman's terms, this operating system can open up these electronic products such as mobile phones, watches, TVs, tablets, car machines, etc., rather than being suitable for a certain product form.
OpenEuler is a server-oriented device based on the Linux kernel, and integrates an operating system in the fields of cloud computing, edge computing, and embedded.
At present, Huawei has donated Euler to the Open Atom Open Source Foundation, and Euler commercialization has exceeded 600,000 sets. The number of Huawei Hongmeng OS device users has exceeded 220 million. Such achievements have made Intel and Qualcomm in the United States unable to sit still! On November 22, 2021, Intel Corporation officially signed the CLA (Contributor License Agreement Contributor License Agreement) and announced its official participation in the Euler Open Source Community. At the same time, Qualcomm announced access to Hongmeng OS, and the system began to adapt to the Qualcomm platform. So will the MediaTek platform, Spreadtrum platform and Samsung platform that can adapt to Android be far away?
Many analysts believe that Intel joined because China is very important to it, and China accounts for 1/3 of Intel's revenue. In addition, with the rise of rival AMD, it will leave it with less and less share. Qualcomm's joining naturally does not need to be said, and the revenue of China accounts for 2/3 of its revenue.
Xiaobian believes that the US government allows its own chip giants to access China's operating system, which is an ulterior motive! Why? If you don't dig deeper into the US sanctions on Huawei chips in the past two years, it may become the world's best-selling mobile phone brand and slide out of the top five in the world. This can be seen from the current Russo-Ukrainian war alone. The most serious sanctions against Russia are the elimination of the swift international settlement system. In addition, Apple in the United States suspended the sale of its products in Russia and restricted the use of Apple Pay features; South Korea's Samsung suspended the export of mobile phones to Russia. This is the consequence of relying on others in the past.
All indications are that acquiring Chinese users is on the one hand, and it may be even more frightening on the other. If there is a war or trade war on Intel and high pass dependence, then not supplying us is a small thing, and if the equipment we use becomes "brick", the impact is large. And will use our technology to optimize their systems to form technical barriers.
All in all, Xiaobian believes that nothing will come out of nowhere, and we should be cautious about the two major chip giants in the United States to access Huawei Hongmeng and Euler. Increase investment in research and development, overcome key core technologies, reduce external dependence, and form a good internal cycle!