Since the rise of Huawei, the United States has begun to pay attention to it, and has also carried out a series of suppression and sanctions against Huawei's Kirin chips, 5G and operating systems, which directly led to the complete zeroing of Huawei's Kirin chips, and Huawei's mobile phones have also plummeted, and the market has been eaten by Apple, which can be described as a great damage to vitality.
However, the United States never expected that the four-year-long sanctions did not break Huawei, but Huawei survived tenaciously. And in 2022, the revenue reached 636.9 billion, and the pc business also doubled, and it is living very well. Even rotating chairman Xu Zhijun said that Huawei's next goal is to live with better quality.
In fact, Huawei's Kirin chip was cut off by TSMC, and Huawei mobile phones after losing their souls also quickly languished. Even the world's first Kirin 9000 chip with integrated 5G baseband has become a swan song, resulting in serious problems in Huawei's supply chain, and many users cannot buy Huawei mobile phones. But just last year, Huawei temporarily adopted the special version of Qualcomm's 4G chip, and the supply chain problem was also solved. Coupled with the self-developed Hongmeng system, 3.0 and various black technologies, Huawei Mate 50 series directly sold 10 million units, which shows the popularity of Huawei mobile phones.
Once the US chip blockade is broken, then Huawei mobile phones will regain the peak, but at the critical moment of Huawei's breakthrough, the US government has comprehensively upgraded sanctions. Even Biden officially took a position. In addition to chips and 5G, which involve four G WiFi six, cloud computing, artificial intelligence and high-performance computing and other fields, no media will be allowed to supply Huawei in the future, and Huawei must be completely cut off. As Ren Zhengfei said, the United States does not want to hurt Huawei, but to kill Huawei.
In fact, as far as the sanctions are concerned, it is not as simple as it seems, because the US supply chain industry covers a wide range, hardware and software are involved, and it also holds the lead. Examples include chip technology, chip parts, operating systems, and EDA design software. In the past, Huawei was looking for American suppliers to purchase, and since the United States began to sanction Huawei, Huawei's P C business and terminal business have rapidly collapsed, and the fundamental reason is that the industrial chain has been greatly affected.
In the past two years, Huawei has chosen to switch domestic suppliers in the industry chain, cooperated, and independently developed 5G technology operating systems, imaging systems, and satellite communication technologies. But on 5G base stations, about one percent of the components still come from the United States. To put it bluntly, Huawei's communication base station business still has one percent of parts stuck by the United States. Once the United States completely cuts off the supply to Huawei, then Huawei's mobile terminal p c business, smart car business and 5G business will once again usher in disaster.
But even so, Huawei still has room for maneuver. Because according to industry insiders, the United States is only expected to start implementing it in May, that is, Huawei still has four months to prepare a response plan. First of all, in terms of chips, after the Kirin 9000 was cut off that year, Huawei took advantage of the last time difference to let TSMC work overtime to produce spare inventory, which lasted for two years. And this time it is completely possible to do this, first purchase enough chips to support a few years, and then gradually realize the localization of chips. Get rid of the effects of U.S. sanctions.
In addition, in terms of 5G, although 1% of the components on base stations come from the United States, Huawei still has the world's largest and most advanced 5G patents, and about 350 million mobile phones are authorized by Huawei every year. Therefore, no matter which country's 5G mobile phone can not bypass Huawei, 5G really forced Huawei to rush, the whole network can cut off the 5G patent authorization of Apple and other media, which will also have a great turnaround.
And every time the United States imposes a ban on us, it is a way to hurt the enemy by 800 and self-harm by 1,000, after all, the mainland is the world's largest semiconductor consumer market, and media giants such as NVIDIA, Intel, Qualcomm and Micron all rely on the Chinese market. Once the United States completely cuts off the supply of Huawei, then American chips will also be boycotted by domestic enterprises, and eventually the media will suffer its own bitter consequences. In general, the sanctions that the United States is about to escalate this time can already be regarded as the last king bomb. And Huawei still has a lot of hole cards in its hands that have not been played, as long as it can carry this round of sanctions, then Huawei's future road will be completely bright.
As the saying goes, if there are no scars, where the skin is rough and thick. The United States is now a paper tiger, and once he completely angers Huawei and angers China, then it will pay a terrible price. Do you think Huawei can see this round of US sanctions? I think I can carry the likes.