Yu Chengdong said that Huawei's chips could not be produced this year due to the second round of US sanctions. Recently, Huawei's mobile phones are out of stock, and there is no chip and no supply, which may lead to lower shipments this year than last year.
Don't embellish the media, it's a godsend.
Don't curse Kirin for traffic. Although it will not be produced in a short time, the current attitude will not be a swan song unless one day the mobile phone business is completely abandoned. I will do it, even if I watch the production, this wave of turmoil will still reappear in the public eye.
In this conference, in addition to talking about the whole scene and cloud many times, Yu Chengdong's speech and PPT at China Informatization committee of 100 revealed the following information that you may be interested in:
Mate40 series will be released in September, equipped with Kirin chip.
Huawei will take root in semiconductor manufacturing.
Mobile phone shipments this year may be less than last year's 240 million.
I mentioned Tik Tok and made a statement.
……
The first point announced the release date of Huawei's own top flagship in the second half of the year, and responded, "Will machines without Kirin use MediaTek in the second half of the year?" At least, the Mate40 series will use Kirin chips.
I am also looking forward to this mobile phone. At present, the promotion I have confirmed is a small point. I don't know if there will be innovation and great improvement in the big aspects, and I don't know if I can grab it, alas. (So hurry to buy the P series, and Mate will be left to me. hhh)
Huawei Huawei P40 Pro Kirin 990 JD.COM 6488.00 Buy.
By the way, in addition to Huawei Mate, everyone is also paying attention to the new nova and glory V40 series. According to the news, there will be a MediaTek version of the V40 (that is to say, there will still be a Kirin? ), nova is unknown but roughly so. Many parties also revealed Huawei's intention to place a large number of orders with MediaTek. Maybe next year we will see MediaTek re-emerging on the mobile phone side.
Second, there is a picture from an unknown source about this:
Look at the meaning of PPT, the key algorithm written by EDA. Personal guess refers to the cooperation with companies such as Huada Jiutian. Maybe it's not all-inclusive. The content after IDM should be the part that Huawei will consider deeply participating in manufacturing, "RF, power supply, analog, storage, sensing and other device design and manufacturing process integration".
This piece is officially announced to be done, but I don't know the specific scope and degree. Even if it is to be done, it will take a long time. Let's calm down and let it boil a little.
The third point is the estimate of its own shipments. According to the consistent characteristics of chrysanthemum and the tonality of Yu Chengdong, it should be said that it is really not easy to sell this year, of course, the whole market is like this.
In fact, looking at Huawei's mobile phone business this year, a large number of experienced overseas traders have returned to China to exert all-round pressure. The achievements of the "Battle of Crossing the River" have already appeared. Huawei's domestic share has reached 40%+ its opponents are desperately fighting back, and it is very strong, and its opponents' strength is not weak. It is difficult for Huawei to continue to increase its domestic share. In Europe and other traditional strong areas of Huawei, Huawei has dropped from the second place to three or four places, and some areas are even worse. The situation is not optimistic, but fortunately, domestic manufacturers have done a good job in going to sea and entering Europe. Both Xiaomi and OPPO have a very good record.
Although in the second quarter, Huawei created the history of China manufacturers, and reached the first position in mobile phone share, it is also a hidden crisis, which is difficult to improve in China. Europe, South America and other regions are still trying to expand, and their share may decline in the short term.
However, we must also see that India's sanctions against Xiaomi's application and the United States' jealousy of today's headlines, Tencent and other factories may have greater political risks this year. It's hard to say who will win these things. Generally speaking, I still hope that domestic manufacturers can stabilize their share. It is difficult to have a hot technology-related field, and our situation is very good.
There is a saying in Yu Chengdong that Huawei is like a swimming competition, with its hands tied. Recently, there have been frequent storms, and perhaps other manufacturers will feel the pain this year, and not only equipment vendors, but also software vendors will have this risk.
Finally, Yu Chengdong's evaluation of TikTok mentioned the performances of Survival of the Jedi and Tiktok's overseas editions, which were generally positive, encouraging everyone not to stay in the comfort zone of China, but also to earn more in the world. Today, the headline finally understood procrastination and gave a relatively good response, instead of saying anything about Mars perspective.
In fact, sometimes I feel very sad. The world has been amazing in recent years, and perhaps a new order will be established, so we break the illusion of the old order again and again.
Two years ago, you said that ZTE, DJI, Huawei, and even today's headlines, Hikvision, esoteric membrane technology, lt, Tencent and Xiaomi will have this kind of treatment. There must be a bunch of people who say that your fantasy of persecution is beginning to come true now.
I wonder if I can see the new order in my lifetime.