The United States revoked the licenses of Intel and Qualcomm chips, but Huawei has long been afraid!
Livestock Corps 2024
2024-05-09 13:48Published in Guangdong financial field creators
The United States was really annoyed and angry, and decided to revoke Intel and Qualcomm's export licenses to Huawei. This is another heavy blow by the US government against Huawei, but Huawei has been prepared for a long time and is no longer afraid. Why did the United States revoke Intel and Qualcomm's export licenses to Huawei at this time? What impact will it have on Huawei?
In the eyes of many people, the United States has long cut off the supply of all Huawei chips. Actually, this is an illusion. Because Huawei is a super big customer of Intel and Qualcomm, two major chip companies in the United States. If it is a one-size-fits-all approach, kicking Huawei out of the U.S. chip market will have a great impact on the performance of Intel and Qualcomm. How to ensure the performance of Intel and Qualcomm's chips, and weaken the competitiveness of Huawei's high-tech products? At this time, the United States thought of a way: to block high-end 5G chips, but 4G chips to sell casually, to block the top mobile phone chips, but Intel's computer chips to sell casually.
As a result, Huawei was forced to sell 4G flagship mobile phones for a certain period of time. Moreover, this 4G flagship mobile phone is still equipped with chips supplied by Qualcomm. Because Kirin chips are out of stock, and they can't be mass-produced. But Huawei is not just a mobile phone company, its business covers communications, mobile phones, photovoltaics, electricity, laptops, routers, automobiles and other major fields. The United States cut off the supply of 5G chips, mainly to hit Huawei's 5G mobile phones, but laptops equipped with Intel chips were very little affected.
The United States thought that as long as it cut off high-end chips, it would be able to strangle Huawei's high-tech business. But what Raimondo didn't expect was that Huawei's 5G did not die, but broke out of the cocoon and became a butterfly and was reborn from the ashes. Under the global blockade of the United States, Huawei still found a foundry of 5G chips and broke the 5G blockade of the United States. Isn't this just a slap in the face of the United States? If no further steps are taken, Huawei will soon be able to return to the global market.
In the first quarter of this year, Huawei's mobile phones surpassed Apple again and topped China. Overseas, Huawei's actions have not stopped, and the latest P70 Pura has landed in Malaysia and Europe, and pre-sales have begun. In other words, Hu Hansan, who was driven out of the international market by the United States, is back! Are you angry?
Many people don't know why Huawei's new flagship is named "P70 Pura"? The word Pura is derived from Spanish and means "pure, pure". When the P70 Pura was first launched, Huawei had already decided to return to Europe. But the United States is not reconciled, is it just watching Huawei return to the international market? At this time, the United States simply does nothing, kills 1,000 enemies, loses 800 itself, and will sanction Huawei to the end.
Originally, in order to protect the interests of Intel and Qualcomm, he still kept a hand on Huawei. But now, in order to crack down on Huawei, the interests of Intel and Qualcomm have been sacrificed. Not to mention high-end chips, even low-end chips are not allowed to be sold. The U.S. rationale is very simple: to prevent Intel and Qualcomm from getting too close to China's economy.
This reason is so nonsense. Because Intel and Qualcomm's largest partners in China are not Huawei at all. Intel's largest Chinese purchaser is Lenovo Computer, and Qualcomm's largest Chinese purchaser is BBK's OPPO, VIVO, and Xiaomi Group. Huawei's notebook market share ranks third in China, behind HP and Lenovo. Huawei's purchase of Qualcomm chips is mainly used in low-end mobile phones.
Some people buy Huawei mobile phones and say that Huawei mobile phones are not easy to use, so they may have bought Huawei's low-end phones. In fact, these low-end machines are mainly equipped with Qualcomm's low-end chips, and are not equipped with Hisilicon Kirin or Qualcomm's flagship chips. In terms of performance, it is relatively poor. Huawei did this, on the one hand, to retain a certain market share for Qualcomm, and on the other hand, to raise the brand value of Kirin chips.
This time, the United States canceled Intel and Qualcomm's export authorizations to Huawei, mainly hitting Huawei's low-end mobile phones and Huawei's laptop business. For Huawei, this cake is not small. First of all, Huawei laptops have been among the top three in the country, and they are still the only brand that has grown against the trend, surpassing HP is close at hand. Secondly, Huawei's sales of low-end machines are also very large, with annual shipments at the level of tens of millions of units.
In the face of U.S. sanctions, can Huawei achieve domestic substitution? That's why Huawei isn't afraid. Because of low-end chips, the manufacturing process is simpler, and it is easier to find chip foundries. For example, SMIC can manufacture chips with 14nm or even 7nm processes. Intel's highest process technology is still stuck at 10nm, which is a little worse than TSMC. Moreover, Huawei's tablet will be replaced with a Kirin 9000S chip by the end of 2023. Although Huawei's laptops mainly use Intel chips, some of them are equipped with HiSilicon's Kirin 9006C chips.
In other words, Qualcomm's low-end chips, Intel's computer chips, and Huawei all have alternatives. In addition to Intel, Huawei has another option: AMD chips. AMD is Intel's strongest rival, Intel chips have been cut off, but AMD has not been cut off. In addition, the inventory of Intel chips on the market is very large, and Huawei has enough time to prepare for a comprehensive domestic substitution.
The 5G chips with a process below 7 nanometers are not locked, and the chips with a process above 7 nanometers are even more locked. This is just a limited sanction that the United States has been angry at after seeing Huawei return to the international market.
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The United States revoked the licenses of Intel and Qualcomm chips, but Huawei has long been afraid! -
The United States revoked the licenses of Intel and Qualcomm chips, but Huawei has long been afraid! -
The United States revoked the licenses of Intel and Qualcomm chips, but Huawei has long been afraid! -
The United States revoked the licenses of Intel and Qualcomm chips, but Huawei has long been afraid! -
The United States revoked the licenses of Intel and Qualcomm chips, but Huawei has long been afraid! -
The United States revoked the licenses of Intel and Qualcomm chips, but Huawei has long been afraid! -
The United States revoked the licenses of Intel and Qualcomm chips, but Huawei has long been afraid!
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