Digital I Yuma Technology
According to foreign media reports, the Biden administration in the United States tightened export restrictions on Huawei and revoked Qualcomm and Intel's licenses to sell semiconductors to Huawei; At the same time, U.S. officials revealed that the key to preventing China from developing advanced artificial intelligence will affect Huawei's mobile phone and notebook business, and Huawei's CPU will also be turned into a positive spare tire.
At present, Huawei has achieved mass production covering mid-to-high-end Kirin 9000 series/8000 series processors, and has perfectly realized the "Dragon Changing Plan" in the Mate60 series, Pura70 series, and Nova12 series models. Only some low-mid-range models continue to use Snapdragon chips. It can be seen that the impact of this restriction on Huawei's mobile phone business is relatively small.
However, this restriction will have a greater impact on Huawei's notebook business, and it may not be able to sell the MateBook X Pro, which redefines the new quality of productivity UItra, and in the next 1-3 years, Huawei's notebook will fall back to Other; According to the authoritative Canalys released last year's domestic desktop computer/notebook sales data, Huawei ranked third.
Although the U.S. move to revoke the license seems sudden in terms of timing, Huawei may have anticipated the situation and prepared accordingly, which will prompt Huawei to speed up the progress of HarmonyOS PCs. Compared with the system, the software ecology is more important, and 4000+ APPs have been adapted to the HarmonyOS system so far.
It is worth noting that according to statistics, 40% of Qualcomm's revenue comes from Chinese companies, and up to 60% of goods are delivered in China (including Hong Kong). When focusing on specific vendors, Xiaomi accounts for a quarter of Qualcomm's chip market share and contributes 17% of Qualcomm's revenue, both of which rank first in China. Therefore, it can be said that Xiaomi's influence on Qualcomm is very important, and it can be called a key partner of Qualcomm in the Chinese market.
In the PC field, Lenovo can be called a key partner of Intel and plays an important role; Therefore, the United States claims that the revocation of Qualcomm and Intel's export licenses to Huawei is because it is worried that these two companies have too close ties with China, which is obviously nonsense. #头条创作挑战赛#