Good news after another! Huawei has grown up in adversity, so there is no need to worry about chips and systems

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Huawei is currently the most important link in the global semiconductor industry chain. After the relevant restrictions on Huawei were released, global semiconductor companies have been affected to a certain extent. This has also led to international semiconductor companies coming out and continuing to speak out for this matter. Huawei's current influence is unprecedented.



In our impression, it seems that Huawei has not been affected much, but the chip companies in the United States have suffered huge economic losses. Take Qualcomm as an example. After cutting off the supply of Huawei, it has encountered certain doubts about its international reputation. This has also caused domestic mobile phone manufacturers to abandon cooperation with Qualcomm and cooperate with MediaTek. This also caused Qualcomm to lose directly. 8 billion US dollars in the Chinese market. The same is true for Micron. After losing the Chinese market, the initial loss has reached US$2 billion, and such examples are not rare.



Good news after another! Huawei has grown up in adversity, so there is no need to worry about chips and systems

With the continuous escalation of relevant regulations, it is not only US companies that are affected. All semiconductor companies that have links to Huawei are subject to certain restrictions. The most representative ones are TSMC, MediaTek and Samsung too.



As the second largest customer of TSMC, Huawei is also the only company other than Apple that needs 5nm technology. It cannot continue to produce chips for Huawei, which directly caused the 5nm production line to be vacated. The loss can be imagined, and MediaTek lost Huawei. The order of 100 million chips, the best opportunity to enter the Chinese market was missed, and Samsung also lost all orders from Huawei.



Good news after another! Huawei has grown up in adversity, so there is no need to worry about chips and systems

Chips are currently the most high-end high-tech products. No country can complete independent manufacturing and molding. Many companies’ chip needs are for the whole world. Only the parts of a mobile phone need to be purchased from multiple countries. With Huawei, it also quite indirectly limits the development of global semiconductor companies.



Faced with such restrictions, many companies have not waited to die, and have taken certain actions. For the old American chip companies, after losing their major customer, Huawei, it is clear that in the short term, they cannot find a replacement. At present, many chip companies have already submitted relevant applications for the purpose of continuing to provide chips for Huawei.



Good news after another! Huawei has grown up in adversity, so there is no need to worry about chips and systems

Sony, which provides image sensors for Huawei, and Kioxia, which provides memory chips, have also submitted applications. At this time, after Qualcomm, TSMC, ASML, Samsung, Micron and other companies, they also hope to resume supplying companies to Huawei. Because they all understand that if they want to maintain a certain degree of market competitiveness, they must win the customer of Huawei.


Good news for Hongmeng system

At the previous Huawei Developer Conference, Yu Chengdong officially announced that he would complete the development of the Hongmeng OS mobile phone version in December of this year. However, due to the relevant agreement with Google, the Hongmeng system is expected to fully support Huawei mobile phones until next year. Mobile phones equipped with the Kirin 9000 chip will be the first to adapt to the Hongmeng system, and then the adaptation of the Kirin 990 mobile phone will be opened, and then gradually open, the Hongmeng mobile phone that everyone is looking forward to is finally coming.


Good news after another! Huawei has grown up in adversity, so there is no need to worry about chips and systems

The Huawei Hongmeng system adopts an open source method. Like Google's Android system, it can be applied to major mobile phone manufacturers. This means that once the Hongmeng system is born, relying on domestic mobile phones' market share in the international market for many years, the Hongmeng system will quickly become The third largest system in the world.


Now that the chips and systems are complete, what changes can it bring to Huawei?

At present, major companies are working hard to restore supply, and it will be sooner or later to achieve this goal, and Hongmeng System Huawei has gradually improved. It is reported that Intel and AMD have obtained relevant authorizations, and the cooperation with Huawei will not be affected in any way, which means that Huawei's business on the PC side will be unimpeded.


Good news after another! Huawei has grown up in adversity, so there is no need to worry about chips and systems

Companies such as TSMC, Micron, and Qualcomm have also submitted applications. Once the corresponding authorization is obtained, they can resume supply to Huawei. With the support of hardware and the Huawei Hongmeng 2.0 system, it will be better adapted to mobile phones after open source, so that the power of domestic mobile phones can be used to quickly apply the Hongmeng system to all parts of the world.


There are only two months left until the Hongmeng mobile phone is released. Huawei’s current goal is to make the Hongmeng system the third largest operating system in the world. It adopts a micro-kernel distributed design, which can also make people better perform various tasks. Adaptation of major mobile phone brands.


Good news after another! Huawei has grown up in adversity, so there is no need to worry about chips and systems

Huawei has already carried out the research and development of the whole industry chain technology. With the help of Hongmeng OS and HMS services, it will bring more economic growth points to Huawei. What do you think of this?

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