Japanese company Fomalhaut Techno Solutions recently disassembled Huawei's Pura 70 series mobile phones, and found that except for the main camera, which still uses Sony's image sensor, the rest of the components are basically fully localized. This indicates that the core components of Huawei's smartphones have basically gotten rid of foreign dependence after several years of independent research and development and substitution.
Japanese media dismantled Huawei's mobile phones for 5 years, and the localization rate of parts has continued to increase
As early as 2018, Japanese media began to disassemble Huawei mobile phones. At that time, the P30 Pro's Chinese suppliers accounted for only 38.1% of the module value, compared to 16.3% for the US. But in the years that followed, U.S. export controls prevented Huawei from obtaining some of its core components, forcing it to speed up its research and development and find alternatives.
NextMate 30 5G module share in China has increased to 41.8%, while US modules have dropped to 1.5%. By the time of the Mate 60, the proportion of modules supplied by Chinese suppliers has risen to more than 90%.
In the case of the Pura 70 series, this proportion continues to increase. In addition to the main camera, Sony sensors are still used, and other components such as processors, display panels, acoustics and battery components have been fully localized. This fully proves that after several years of hard work, Huawei has finally achieved independent and controllable core components, and the localization rate of mobile phone products has reached nearly 100%.
The increase in the localization rate depends on independent research and development and strategic reserves
The reason why it has been able to achieve such a high proportion of localization is that Huawei has taken an easy path.
On the one hand, Huawei has increased its investment in independent R&D. For example, in terms of processors, Huawei established HiSilicon, a semiconductor company, as early as 2012 to vigorously develop self-designed Kirin chips. Under the U.S. ban, HiSilicon has stepped up R&D and finally launched a new 5G SoC this year. In addition, Huawei has also enabled its self-developed HarmonyOS system to completely replace Android.
On the other hand, Huawei is also actively stockpiling key components before the United States puts pressure on it. For example, before the ban, Huawei hoarded a large number of chips from Qualcomm and other American companies. This gives Huawei valuable buffer time to gradually implement the replacement.
Localization is not only Huawei, but also a leap forward in China's science and technology
The localization of core components for Huawei's smartphones is not only an achievement of the company, but also a sign of progress in the overall strength of China's technology industry.
For example, the BOE and BOE display panels used by Huawei are independently developed by domestic manufacturers; Acoustic and battery components are also provided by Chinese companies, which shows that the mainland has initially mastered the core technologies in these fields. The localization of Huawei's mobile phones will also drive the rapid growth of more domestic enterprises.
Driven by Huawei's supply chain, the mainland has begun to take shape with a complete smartphone industry chain. This will not only ensure the autonomy and control of enterprises such as Huawei, but also support more innovative companies to join the smartphone industry and promote the further development of the industry.
Localization is of great significance to Huawei, and it also indicates that China's scientific and technological strength is increasing
Although Hong Kong media reported that the Japanese dismantling personnel are not optimistic about Huawei's prospects, Huawei's realization of independent and controllable core components shows that its development momentum is strong.
Getting rid of its dependence on U.S. suppliers, Huawei has gained independent control of its products. This allows them to continuously innovate products according to their own plans and are no longer constrained by the external environment. Mastering core technologies will also improve Huawei's R&D efficiency and product cost-effectiveness. Autonomy and controllability will also enhance Huawei's profitability and accumulate funds for subsequent R&D.
More importantly, the localization of core components of Huawei's mobile phones indicates that China's scientific and technological strength is rapidly increasing. Under the pressure of the United States, Chinese enterprises not only did not fall, but rose to the occasion in the face of many difficulties and realized the independence and controllability of key core technologies, which will further stimulate the fighting spirit of China's scientific and technological circles and accelerate the process of scientific and technological self-reliance and self-reliance.
epilogue
The localization of core components for Huawei's smartphones is the result of the company's hard work and an important symbol of China's increased scientific and technological strength. We firmly believe that with continuous independent innovation, China's science and technology will surely achieve more achievements that will amaze the world.