If the Kirin chip does not return, don't say that Huawei, and even the entire mobile phone industry chain will suffer a fatal blow, do you agree with this sentence?
The release of the Mate 60 series of mobile phones marks the return of the king of Kirin chips, which are equipped with Huawei's self-developed Kirin 9000S chip.
This chip is designed by Huawei HiSilicon, the CPU adopts a new generation of Taishan architecture, supports hyper-threading technology, the GPU uses Maleonn 910, equipped with Barong 5000 baseband, and the NPU adopts the self-developed Da Vinci architecture.
Although Huawei has not announced the foundry, netizens have already guessed that it is not far from ten, and the U.S. Department of Commerce suddenly attacked SMIC's southern factory, which is basically equivalent to confirming its foundry.
Although in terms of performance, the Mate60 series cannot outperform the mobile phones equipped with Qualcomm Snapdragon 8+ series, but this does not mean that this mobile phone is not good enough, with the blessing of the Hongmeng system, after Huawei's tuning, the use effect of this mobile phone is no less than that of Android mobile phones equipped with Qualcomm Snapdragon 8Gen 2.
Therefore, as soon as this mobile phone was released, it was popular among consumers, and Huawei's official website, major shopping malls and offline physical stores have a scene where it is difficult to find a machine, and industry chain people expect that Mate 60 series mobile phone shipments will reach 40 million units. Huawei raised its 2024 smartphone shipment target to 60 million to 70 million units.
Affected by this, Apple's iPhone 15 and Qualcomm have been affected by Huawei.
Apple announced a cut to 100 million iPhone 15 shipments, Qualcomm announced layoffs, business restructuring, and industry analysts said that Qualcomm Snapdragon chip sales in China are expected to drop by about 50 million units in 2024.
One rise and one fall, on the surface, is a change in numbers, but it is actually an impact on the entire domestic mobile phone industry chain.
Huawei has activated the domestic mobile phone industry chain
Whenever the United States puts Huawei on the entity list, why can't we help Apple? Whenever this question is asked, there are always experts who say that Apple has driven our mobile phone industry chain and solved our employment problems.
Before Huawei's rise, it was kind of funny, but now such excuses are somewhat pale.
90% of Apple's iPhones are made in Chinese mainland and then sold worldwide.
Phoenix Technology reported that Apple directly and indirectly brought 5 million jobs in China, of which Apple hired nearly 10,000 employees in China, Apple's supply chain, procurement, investment created 300 jobs, and the ecosystem provided 1.8 million jobs.
Let's just think that this data has no moisture, it is real.
However, we must also see that Apple has taken 85% of the profits of the world's smartphones, and the company's annual net profit is as high as 700 billion yuan. These huge wealth directly feeds 160,000 Americans, indirectly feeds more than 2 million Americans, most of these 160,000 people are wealthy, and the average income of those 2 million people has reached 300,000 yuan.
On the surface, it is Apple that provides us with employment, but in reality, it is our hard work that feeds millions of "Apple people".
Let's take a look at the so-called Apple that has driven the domestic mobile phone industry chain.
After Apple entered the mainland, it did place orders to mainland companies, such as BYD, Lens Technology, Luxshare Precision, etc., but they only provided Apple with parts such as glass, structural parts, metal shells, and assembly business.
Apple's chip manufacturing was handed over to TSMC, the screen was from Samsung, the baseband was from Qualcomm, the memory was from SK hynix, the flash memory was purchased from Kioxia, and the CMOS was from Sony.
What does that mean? That is, domestic companies can only make iPhone scraps, and they can't enter the core at all. Because there is no core technology, it is at risk of being T-out of the fruit chain at any time.
OFILM's experience is vivid
OFILM has been working hard in the field of optical lenses since 2002, and in 2016, OFILM spent 234 million US dollars to acquire Sony South China Company, obtained the core technology of Sony's camera module, and also entered Apple's supply chain.
With the help of Apple, OFILM once achieved a revenue of 50 billion yuan, and its market value also exceeded 70 billion yuan.
However, then a number of media broke the news that Apple would take OFILM out of the "fruit chain", and Huawei was being suppressed and restricted, OFILM lost two pillars at the same time, and its business collapsed instantly.
In just 3 years, OFILM has lost nearly 10 billion yuan, and the company's market value has also fallen from 70 billion yuan to 17 billion yuan, which is a very big blow to OFILM.
In order to survive, OFILM was forced to sell part of the company's business, and it was not until the return of Huawei that OFILM came out of the quagmire of losses.
But in fact, there are many companies like OFILM in China, and their days seem to be beautiful on the surface, but in fact they are all struggling to support.
Huawei's return has given hope to the domestic mobile phone industry chain
In September 2023, Huawei sold the Mate 60 smartphone before it was released, and it was sought after by Chinese people because of the blessing of Kirin chips, 5G and HarmonyOS systems.
In fact, in addition to the three core parts, other parts of the Mate 60 are also basically made in China, and the localization rate of the whole has reached 90%.
According to incomplete statistics, Huawei's mobile phone screen is provided by BOE, precision structural parts are provided by BYD, RF antenna is provided by Xinwei Communication, glass cover is provided by Lens Technology, camera module is provided by Qiu Ti Technology, optical lens is provided by Sunny Optics, and battery is provided by Sunwoda.
As long as such a mobile phone sells well, it will drive the companies in the industrial chain, and with the income, it can feed back technology research and development and enhance the company's core competitiveness.
If the performance of the enterprise is good, it will also expand the scale and improve the treatment of workers, which not only solves the employment problem, but also promotes consumption, forms an internal circulation, and can even activate the power of the whole society.
Countless scientists, engineers, and skilled workers have thrown themselves into the industrial chain to create domestic mobile phones with powerful performance and advanced technology, and then sell them all over the world to make money all over the world, forming a global cycle.
So to achieve this effect, the key is to solve the problem of Huawei's mobile phone chip.
In September 2020, TSMC no longer OEM Kirin chips for Huawei, resulting in a shortage of cores for Huawei mobile phones, and mobile phones cannot be built without chips.
In order to keep the smartphone business, Huawei can only bow its head and cooperate with Qualcomm, but due to export restrictions, Huawei can only purchase Qualcomm 4G chips, and cannot get the most advanced chips.
In the era of 5G mobile phones all over the world, consumers are naturally reluctant to buy 4G mobile phones, so we see that Huawei's mobile phone sales have declined rapidly and become others, with annual sales of only about 20 million units.
Not to mention driving the industrial chain, it is a problem to survive by yourself.
Therefore, Huawei must solve the problem of Kirin chips, otherwise Huawei's mobile phone business will be squeezed by competitors and will not survive.
To this end, Huawei invests hundreds of billions of dollars in R&D every year, with a burst of 161.5 billion yuan in 2022 and 164.7 billion yuan in 2023, and a cumulative R&D expenditure of more than 1.11 trillion yuan in ten years.
This huge investment in R&D has finally allowed Huawei Technology to blossom in many places, with AI chips, intelligent driving, mobile phone chips, satellite communications, and operating systems greatly improved, and Kirin chips have also successfully achieved mass production.
It can be said that the return of Kirin chips has not only activated Huawei's smartphone business, but also driven the development of the entire domestic mobile phone industry chain.
Cook has asked domestic companies to build factories in Southeast Asia more than once, which is not a good thing, Xiaomi went to Russia and India, and as a result, 5 billion yuan was deducted, and the mobile phone factory was also in danger.
Once the enterprises in the industrial chain invest large sums of money in Southeast Asia, they are likely to encounter the same crisis as Xiaomi, and more importantly, it will cause a "salary draw from the bottom of the kettle" to the domestic mobile phone industry chain.
At the critical moment, Huawei's mobile phone returned with the king of Kirin chips, which not only shattered Apple's dream, but also gave the entire domestic mobile phone industry chain the confidence to be based on China and sell products to the world.
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