As of now, Huawei has not made a breakthrough. Since 2012, Huawei has launched many new products, including routers, WLAN network cards, and other niche categories. However, these products have not attracted enough attention from the market, and sales are not ideal. Huawei's consumer business has been hit hard by limited shipments and sub-standard revenue, though the company says it is snapped up every time a new product is launched. The good news, though, is that Huawei's brand effect is still strong, and pollen fans are still waiting for the return of Huawei King. Not long ago, some users broke the news that Huawei is about to usher in a turnaround.
Will the Huawei P60 be available in July?
According to Chinese digital blog Gangs, the Kirin chip will return this year, and the latest version of the Kirin 9010 will be released on Huawei's flagship product P60, which will be released around July. As soon as the news came out, it immediately caused an uproar. However, there are many people who do not know that the core part of Huawei's mobile phone is manufactured by Samsung, while the Kirin chip is designed and developed by Samsung itself. In this way, the crisis of Huawei mobile phones has finally passed! Many users said: Huawei is now saved. After all, what Huawei needs now is a chip, and now that kirin chips are back, the blogger said that Samsung will ship regularly. In this way, Huawei's chip problem is basically solved. In addition, recently, Foxconn announced that it will mass-produce RF chips, and it is foreseeable that the problem that Huawei mobile phones do not have 5G functions will be solved soon.
So it looks like Huawei has really bottomed out and will be back on the throne. But can Huawei come back in the end? This question has been haunting my mind, and it is difficult for me to let go. Why hasn't Huawei come out of the trough yet? Why are so many businesses going out of business? It sounds wonderful, but it frees us from fantasy: is this really the case?
Unreliable news left Samsung to fend for itself
Considering that Huawei postponed the release of the P40 to July last year, it is certainly possible for Huawei to release the P60 in July, but the possibility of the Kirin 9010 truly achieving mass production is unlikely. Objectively speaking, Huawei may indeed have designed the Kirin 9010. Previously, HiSilicon had gone from a printing press to a money-burning den that could only be entered because of a card neck, but Ren made it clear that he would continue to keep HiSilicon. In Ren Zhengfei's view, "our products are made, but they are not yet ready, so it takes more time to prove." This means that Huawei will not easily give up the layout of the future chip market. HiSilicon did not fail, and his technology was not difficult to design the best chips in the world.
The problem is with Samsung. Huawei's position in the Chinese market is very important, and Samsung Electronics has always been considered to be the least good at R&D and design among Chinese mobile phone manufacturers. The competition between Samsung and Huawei has never stopped. Samsung is the only foundry in the world that can compete with TSMC, but it is still some way from solving the Huawei chip problem. First of all, the Kirin 9010 must have adopted the latest technology, the previous generation of Kirin 9000 has reached 5nm, and this generation of Kirin 9010 has reached at least 4nm, or 3nm. At this point, don't forget that Samsung just poached Qualcomm not too long ago. Qualcomm issued a 4nm process Snapdragon 8Gen1 order to Samsung, resulting in Samsung producing a batch of small dragons, 35% needless to say 35% yield rate, forcing Qualcomm to cooperate directly with TSMC.
Can such a Samsung be qualified for the Kirin 9010? Because in the past few years, Huawei has been working hard to develop its own mobile phone business. However, Huawei's core competitiveness still lies in research and development capabilities and manufacturing capabilities. In addition, if Samsung wants to sign a contract with Huawei, there are only two ways, one is to infringe on the long-arm jurisdiction of laomei, but this is impossible, and the reason is understandable, so there is only one way to create a chip foundry chain for Huawei to de-aging, but is this possible? Even if it is possible, does Huawei dare to use it?
TSMC is less likely.
It's almost impossible for Samsung to work for Huawei, but what about TSMC? Even less likely. There are two points to explain: First, not long ago, TSMC, Qualcomm and Intel set up a "small chip alliance" to completely exclude Chinese companies, which shows that TSMC has left the domestic market to its own equipment; second, Qualcomm took about two years to get a Huawei supply license. If TSMC really wanted to get Huawei's order, it would have applied to Lao Mei long ago, and now it can supply Huawei in full view. This message is indeed good news for the domestic semiconductor industry, because it means that Qualcomm has given up its monopoly on the Chinese market and begun to enter the Chinese market. If this news is true, it is all too easy to understand. But what are the facts? We can almost confirm that TSMC has not received a supply authorization.
Don't be discouraged, domestic production has risen
After rational analysis, the P60 is unlikely to carry the Kirin 9010, and we had better not have too much hope. If that's the case, it's hard to catch consumers' attention, and it's hard to be a product in the true sense. This also shows that in the field of smartphones, Huawei has not yet found a path suitable for its own development. Kirin 9010 may have been designed, but it is unlikely to be officially listed in the short term, and the only thing that will be listed on the market is Huawei's stock - the iconic stock of HiSilicon Kirin 9000.
The truth is grim, but it is not desperate, and I think Huawei still has one last and most reliable way to go, that is, the rise of the domestic chip industry. In Huawei's view, the future world is an era composed of Chinese manufacturing and Chinese creation. In the development process of Huawei, there are many points worth learning and learning, the most critical of which is independent innovation. I believe that many people have known the news of the major breakthrough of domestic RF chips. On March 7 this year, the domestic Fuman Micro Company officially determined that 5G RF chips have the conditions for mass production. This means that Huawei mobile phones will soon have 5G capabilities, and with the strong strength of Kirin 9000, Huawei mobile phones can still be called one of the top mobile phones in the high-end market.
In addition, domestic lithography machines have also made major breakthroughs. Recently, the mainland has developed the first new lithography machine based on semiconductor lighting (LED) light source in China, which will be put into use in the second half of this year. This means that China has become the fourth country in the world to have such advanced lithography equipment. According to the latest news, the mainland's independent research and development of the "IC manufacturing projection lithography machine exposure optical system" is about to be released, the optical system is one of the most important core technologies of the lithography machine, once the breakthrough, the mainland from the domestic lithography machine has taken an important step. The double breakthrough of RF chip and lithography machine technology shows that the mainland chip industry has not only maintained a good momentum of development under sanctions, but also gained a firm foothold, and the pace of independent research and development of chips is getting closer and closer. So don't worry, the long wind and waves will blow, and sometimes Huawei will not fall. (Bluegrass)
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