The release of Mate 60 Pro has attracted attention from all parties, of which the Mate 60 Pro chip is completely domestic, and it has detonated the network.
Not only chips, but other parts of Mate 60 Pro have basically reached localization, which is unprecedented.
There may be many people who think that since it is a domestic mobile phone, isn't the localization of mobile phone parts normal?
On the contrary, most of the current domestic mobile phones are only domestic brands, there are many parts that are not domestic, and a large number of important accessories are controlled by foreign manufacturers.
Domestic production rate of mobile phone parts
Not long ago, Fomalhaut Techno Solutions, a Japanese dismantling agency, disassembled the parts of a domestic brand mobile phone.
After dismantling, it was learned that the mobile phone's application processor and transceiver IC for wireless communication conversion signals were products of Qualcomm, and the power amplifier IC for 5G used Qorvo's products.
* Set micronet
The flash memory of the mobile phone is mostly the product of South Korea's Samsung, the communication parts are the products of Murata Manufacturing and TDK in Japan, and the gyro sensor is the product of European companies.
The domestic components of the mobile phone are only 4G power amplifiers and fast charging ICs, and domestic parts account for less than 10%.
Another domestic brand of mobile phones was also disassembled, and 75% of its internal components came from the United States, and the domestic production rate was only a measly 2.7%.
Even Huawei's "brother brand" Glory has a localization rate of only 10.2% for its mobile phone parts.
In contrast, the domestic production rate of parts of Huawei mobile phones has always been the first in China, and the Mate 30 series four years ago, the utilization rate of its Chinese-made parts has reached 42%.
For the Mate 40E released in 2020, the localization ratio of local parts inside the fuselage has reached 56.6%.
The sanctions of the United States have dealt a serious blow to Huawei's 5G mobile phone business, but on the other hand, it has also accelerated the localization process of Huawei mobile phone parts.
By the time Huawei's Mate 50 series was released last year, the localization rate of its mobile phone parts reached 72%.
Among them, the domestic production rate of core components is more than 90%, which has become the most produced smartphone in China among the domestic high-end flagship mobile phones listed so far.
To what extent is the localization of the Mate series, "pure"? According to incomplete statistics, there are about 35 domestic supply chain enterprises in the Mate 50 series.
The number of domestic suppliers of the Mate 60 series has further expanded, and according to CaiLian News, there are at least 46 Chinese companies that serve as the supply chain of the Mate 60 Pro.
*CaiLian News
At this stage, there is no mobile phone that can be as "purely made in China" as the Mate 60 series.
Foreign media opinion
The "pure Made in China" of Mate 60 Pro not only set off the hearts of domestic netizens, but also attracted the attention of foreign netizens, and some foreign netizens also launched heated discussions on this.
On YouTube, many netizens expressed concern about the Mate 60 Pro, and some netizens believed that the Mate 60 Pro was "almost all domestic", which made them unbelievable.
*YouTube
As for the opinion of the American media, it is very subtle.
On September 2, the Washington Post released a report that during the visit of US Secretary of Commerce Raimondo to China, the Chinese company Huawei quietly launched a new mobile phone.
*Washington post
"This is not an ordinary gadget. Its launch has raised hidden concerns in Washington that U.S. sanctions have failed to prevent China from making key technological advances. ”
* Bloomberg
On September 4, Bloomberg published an article saying: "Huawei's mobile phone's chip raises doubts about whether the global blockade imposed by the United States to prevent China from obtaining advanced chip technology is really effective." ”
Bloomberg said that the export restrictions adopted by the US government last year were intended to jam China's chip technology about 8 years behind the most advanced technology.
* Bloomberg
"Now China has proven that they will build their own chip architecture, which can produce a certain number of chips that are only 5 years behind the most advanced technology."
From the expected 8 years behind last year to the clear 5 years behind now, the pace of localized chips is catching up faster than anyone expected.
Impact on competitors
Will the localization of Huawei chips affect foreign competitors?
Huawei is under sanctions, Qualcomm is one of the biggest beneficiaries, last year's Mate 50 series, Huawei was forced to use Qualcomm's chips.
Now Huawei, no longer need Qualcomm chips, customers become opponents, which is a considerable blow to Qualcomm.
Tianfeng Securities analyst Guo Mingxi believes that because Mate 60 Pro no longer needs Qualcomm, shipments of Qualcomm chips will be seriously reduced.
It is estimated that the shipment of chips of Qualcomm's domestic mobile phone brands will be reduced by at least 50 million units compared with 2023 due to Huawei's adoption of new processors, and will decrease year by year.
In addition to Qualcomm, TSMC will not be affected less.
In view of the popularity of the Mate 60 Pro, the outside world predicts that the annual shipment of the Mate 60 Pro is likely to exceed 10 million units.
* Phoenix.com
With the global mobile phone market share close to saturation, once Huawei's mobile phone sales increase, it is bound to squeeze the shipment of mobile phones equipped with Qualcomm and MediaTek chips.
Qualcomm and MediaTek are important customers of TSMC, they are squeezed, and TSMC will also indirectly reduce a large amount of wafer production.
As for Apple, some American scholars believe that the popularity of Mate 60 Pro will definitely affect the sales of the iPhone 15 series in China.
Bank of America Securities analyst Mohan said that assuming Huawei "regains the share of 10 million mobile phones it lost to Apple in China," it could reduce Apple's earnings per share by about 11 cents in fiscal 2024.
Mohan's report also states: "If Apple loses its share of [30 million] phones since the start of sanctions against Huawei, its financial impact could be much greater, or 34 cents per share." ”
The biggest significance of the Mate 60 Pro is that the parts of this mobile phone have nothing to do with any Western semiconductor tool manufacturer.
Completely unrelated to the United States, completely outside the scope of sanctions, no manufacturer has ever achieved such achievements.
Parts are completely localized, and many people used to think that it was an impossible task, but now, there are really companies that have done it.
Why is it possible? A netizen's message on Bloomberg News is the best explanation:
"When you push people into a corner, they only innovate faster."
Resources:
China Daily: US media dismantled Huawei's new machine and confirmed that it was "China Chip"
China-Singapore Jingwei: Huawei "returns", who is panicking
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Editor: Chen Zhanxiang