It is worth noting that Huawei has deep cooperation with many American giants, especially in the field of chips. Qualcomm, Micron, Infineon, etc. The loss of Huawei has had a great impact on their business, especially in Qualcomm, which not only holds a large number of wireless communication patents, but also has a full set of communication modules, which is inevitable for all mobile phone companies.
However, the release of Huawei MatePad and P50 series proves that Qualcomm has obtained Huawei's orders. In addition, it is reported that Qualcomm has obtained the license to provide Huawei with 5G chips, which will be launched on Huawei's nova9 A9 series. This means that Qualcomm has basically resumed the supply of chips to Huawei. However, Qualcomm won the chip war launched by the United States against China, but the United States lost!
Qualcomm won.
In recent years, Android flagship camp processor is basically controlled by two companies, one is Huawei Hisilicon and the other is Qualcomm. When Huawei Hisilicon withdrew, Qualcomm completely absorbed the market share of Huawei Hisilicon in the middle and high-end market. Although MediaTek has successfully entered the mid-to-high-end 5G processor market, all mobile phone manufacturers are very concerned about the ranking of running test, which gives Qualcomm more market space. Domestic mobile phone brands such as Xiaomi, OPPO, VIVO, etc., both mid-range and high-end models prefer to be equipped with Qualcomm processors. It can be said that in this chip war initiated by the United States, Qualcomm became the biggest winner.
America lost.
Qualcomm won, but on the whole, the United States lost. Why do you say that?
First of all, German media reported that the chip ban initiated by the United States against Huawei seems to be aimed at Huawei, but it is actually aimed at European semiconductor companies. For a long time, many European semiconductor companies have relied on American technology in the field of high-end chip manufacturing, especially mask aligner giant ASML. More than 20% of the technology comes from the United States.
However, in order to get rid of the shackles of American technology, many European countries are making self-reliance plans to produce advanced chips in 2030. Even TSMC, the world's largest foundry giant, has stated that it will increase the localization of parts procurement to 66% in the future, with the aim of getting rid of the United States and realizing the freedom of supply.
Secondly, despite the impact of the US ban, Huawei has not given up the research and development of Kirin chips, and is also building a vertical integration model of chip supply chain integrating design, research and development, manufacturing and packaging testing similar to Samsung and Intel. SMIC is also trying to get rid of its dependence on American technology in mature technology. What's important is that US sanctions made China realize the importance of semiconductor talents. Since the establishment of Nanjing Institute of Integrated Circuits, Tsinghua, Peking University and Huazhong University of Science and Technology have successively established integrated circuit institutes, which also means that there will be a large number of semiconductor talents in China in the next three to five years.
Since the United States destroyed Japanese companies in chip manufacturing and occupied a dominant position, the United States has made a fortune by patented technology for more than 30 years. But never imagined that the United States gave up its long-term interests in a short period of time, which is undoubtedly a loss for the United States, whose GPD is dominated by the tertiary industry!
What do you think of this matter?