In the past, Huawei's chip supply mainly originated from two channels, one was Huawei HiSilicon's self-developed chips, and then handed over to TSMC for OEM production; the other was to directly purchase from Qualcomm, Intel and other companies in the United States.
However, since Huawei was sanctioned, these two channels have basically been blocked. Under the increasing sanctions of chips, Huawei's mobile phone shipments directly plummeted, and Huawei's mobile phone shipments in 2021 were cut by more than half compared with previous years, and the share fell to 4%, ranking only 6th in the world. Because the inventory of chips is getting smaller and smaller every day, in the past two years, Huawei's terminal business hall has often faced a difficult situation, and many people can't buy it if they want to.
Unexpectedly, in the case of chip shortage, Huawei is still working hard to promote the revitalization of the mobile phone business, and will release new machines every once in a while, at the end of April this year, Huawei released the fifth generation of folding screen mobile phone Mate Xs 2. Just one night before the flagship launch, Yu Chengdong, CEO of Huawei's terminal business, announced that the supply of Huawei mobile phones last year was very difficult, and this year's supply will be greatly improved.
Because Yu Chengdong often "speaks wildly", the industry jokingly calls him "Yu Dazui", so many people do not take his words seriously. Recently, there is good news, Yu Chengdong's words have been confirmed, Guanghong Technology recently came to the news that Huawei's production capacity has indeed been restored.
Guanghong Technology is a partner in Huawei's supply chain and has been providing manufacturing services for terminal products such as mobile phones and tablets for Huawei. Therefore, the news has a certain basis, which further confirms that Yu Chengdong's words are not false, and Huawei mobile phones are really going to return.
Of course, under the ban, Huawei chips are still limited, so there is no doubt that If Huawei wants to restore mobile phone production capacity, it must purchase from some chip manufacturers, and the chip manufacturers who can meet Huawei's mobile phones in the world are mainly concentrated in the United States.
In other words, if Huawei wants to solve the urgent need for chip supply, it must purchase chips from Qualcomm and other US companies. Just some time ago, Qualcomm was also allowed to sell chips to Huawei, but chips with 5G functions must be eliminated. Huawei can regain the chip, it is indeed a good news, but some netizens believe that if Lao Mei once again exerts pressure and seals Qualcomm's chip again, Huawei mobile phones will once again go to a dead end.
For the use of Qualcomm chips, it is indeed a helpless move for Huawei.
First of all, Huawei's own design of kirin chips can not be produced, if you continue to wait for pure domestic chips to come out, then Huawei's mobile phone business may fall. The reason why I say this is because mobile phones are the most special technology products, the update iteration speed is very fast, if Huawei can not keep up with the needs of users, once slow down, users may lose confidence in Huawei, the future mobile phone business will be more and more difficult to survive, Huawei will also lose the power of product research and development.
Secondly, at present, the promotion of Huawei's Hongmeng system has entered a critical period, and the upgrade users have begun to gradually stabilize, if Huawei does not have a new machine to launch next, then the upgrade users of the Hongmeng system may stagnate.
Ren Zhengfei has made it clear that he would rather transfer 5G technology than sell mobile terminal business. Huawei mobile phone to survive, Hongmeng system to continue to layout, Huawei only choose to continue to cooperate with Qualcomm, Intel and other US companies.
The good news is that at present, in Huawei's supplier list, the proportion of domestic substitution is increasing, and most of the parts of Huawei mobile phones have been replaced in localization. Moreover, in the field of chips, Huawei has also made a major breakthrough, not long ago Huawei announced a chip technology patent, the two domestic 14nm process chips, through the stacking technology to achieve the performance of 7nm chips. In this way, even if TSMC is still unable to manufacture high-end chips for Huawei in the future, even if Qualcomm cuts off the chip supply to Huawei again, Huawei can also obtain products that are not inferior to the performance of advanced process chips.