Huawei's strategic trajectory, like a shooting star under the stars, looms but erratic. Especially in the development and shipment of lithography machines, its actions are unpredictable, like monsoon-like changes.
Not long ago, the signing of a three-party agreement made Huawei's lithography machine strategy once again eye-catching. ASML, the world's leading manufacturer of semiconductor lithography machines, was the first to disclose the news. However, the implementation of legislation is not achieved overnight, and this uncertainty lies in the fluctuation of the policy environment. However, this has not hindered Huawei's pace, and they hope to attract more orders during this time. Huawei seems to have smelled a business opportunity and eagerly called on all parties to seize the moment.
Not only that, at the China High-level Development Forum, the president of ASML made it clear that if it were not for the restrictions of the Wassenaar Agreement, China would become the largest consumer market for EUV lithography machines. This can't help but make people think, in the field of lithography machines, how big is the potential of the Chinese market? After the content of the tripartite agreement was exposed, Japan restricted the export of 23 kinds of semiconductor equipment in mid-July. But the Netherlands and ASML seem to be less concerned, and despite the U.S. restrictions, they are still able to ship some of the equipment. Such persistence and attitude have triggered deeper thinking about ASML's strategy.
In ASML's publicly stated plans, they will continue to ship DUV lithography machines for the 1980i model. The single exposure accuracy of this lithography machine is as high as 38 nanometers, and the chip process can even be reduced to 7 nanometers under the multiple exposure process. The core technology of lithography machines is changing with each passing day, which is not only a competition in technology, but also a leap in the industrial chain. Huawei and other domestic manufacturers are also accelerating breakthroughs in lithography machine related technologies. Huawei not only independently develops terminal equipment, but also demonstrates its firm belief in independent innovation by investing in the domestic industrial chain. The Chinese Academy of Sciences regards advanced lithography machine technology as a key problem to overcome, and the domestic 28nm precision lithography machine is successful in technical verification. Huawei has worked with domestic manufacturers to localize EDA tools above 14nm, which is a strong support for the industry chain. However, the statement of the ASML vice president caused more thought. He believes that any single country will face great difficulties and challenges if it wants to achieve self-reliance in the semiconductor supply chain. This has undoubtedly inspired the determination of Huawei and other enterprises to continue to move forward.
The signing of the tripartite agreement is not clear but implies that China's development in areas such as lithography machines will be restricted. ASML's market share has also declined in China, which seems to be a question about the breakthrough of China's industrial chain. However, Huawei is not to be outdone. As early as after the adjustment of chip rules, Ren Zhengfei clearly required Huawei to break comprehensively, especially in core areas such as chips, systems, and lithography machines. He knows that technological breakthroughs will determine Huawei's future, which is the foundation for enterprises to achieve sustainable development based on the market. Huawei's determination to enter the field of chip semiconductors and HiSilicon climbed to the peak of technology, investing 20% of its annual revenue in R&D funds and burning 440 billion yuan in three years.
Huawei's efforts have already yielded fruitful results. The successful self-research of Harmony System has made the number of global users exceed 300 million, becoming the world's third largest intelligent operating system. The advent of the Euler system provides strong support for digital services and is chosen by more than 267 Fortune 500 companies. Huawei has localized more than 13,000 components and 4,000 circuit boards, reducing the proportion of US dollar devices. Even enterprise-level software such as databases and MetaERP has been independently developed and has begun to be widely promoted in the market. After Meng Wanzhou took over as Huawei's rotating chairman, she made it clear that Huawei would continue to strive and put R&D investment above revenue and profit. This shows that Huawei is ready for a long-term struggle.
Huawei has not only achieved breakthrough goals, but also made breakthroughs in many core areas. Huawei's strategic layout has been realized step by step. Yu Chengdong has stressed that Huawei will return the king this year, and Xu Zhijun also said that Huawei will survive with higher quality. Their voices, resounded
The entire industry, just like the dawn breaks, unveils the curtain of the night and lights up the way forward.
However, behind this promising and opportunity, Huawei is not only facing the test of technology, but also the adjustment of the global semiconductor supply chain. Although ASML did not directly name names, the United States, Japan and the Netherlands have signed restrictive tripartite agreements that limit shipments of large quantities of semiconductor equipment. This has sharply reduced the market share of ASML lithography machines in China to 8%. This restriction policy seems to imply that it is difficult for China to make a breakthrough in the lithography machine industry chain. However, Huawei has always believed that the road of technology is never smooth, difficulties are only temporary, and setbacks are only part of growth.
Huawei's decision-makers deeply understand that technology is the core of innovation, and the comprehensive disruption of the industry chain is the prerequisite for achieving technological breakthroughs. On this road, Huawei has achieved a series of major results. However, they clearly understand that technological progress never ends, only higher peaks waiting to be climbed. Huawei has long been determined to continue to improve product quality and service levels driven by technological innovation and customer needs as the driving force and customer needs as the driving force.
Huawei's strategic path is like a magnificent ocean, covering multiple dimensions such as technology, market, and talent. At the technical level, Huawei's independent research and development achievements continue to emerge, and the success of the Harmony System is one of them. Its launch not only brings a new experience to users, but also wins Huawei a place in the global operating system market. The advent of the Euler system further demonstrates Huawei's strength in the digital field and has been favored by many enterprises. At the same time, Huawei's localization of components and circuit boards also shows that it attaches importance to the layout of the industrial chain to reduce the impact of external factors on its development.
However, Huawei's development is by no means alone