1. Huawei uses American-made parts and only Corning Glass is left.
It is understood that the proportion of domestic accessories of Huawei's 5G mobile phone has increased from 25% to 42%, while the dependence of American accessories has dropped from 1 1% to 1.5%, leaving only the glass case (Corning Glass). This is Huawei's achievement in the past year, and it can still develop very well without the United States.
Second, is localization really coming?
Take Huawei Mate 30 as an example. Although only Corning Glass is imported from the United States, on the whole, there are many overseas imported accessories. The camera adopts the accessories of Sony Corporation of Japan, the RF front-end module adopts the accessories of Murata Corporation of Japan, the NAND flash memory adopts the accessories of KIOXIA of Japan, the duplexer adopts the accessories of TDK and solar sensor of Japan, the organic EL display adopts the accessories of Samsung of Korea, the DRAM adopts the accessories of SK Hynix of Korea, and the touch screen is also imported from Korea. Generally speaking, we still rely on a lot of imported products. Can't we do it? I don't think so, but the gap is too big.
3. What are the core technologies of Huawei?
Huawei's three core technologies are self-developed chip, self-developed baseband and self-developed communication. On the hardware level, there are five modules: calculation, communication, storage, screen and battery. At present, Huawei only knows computing and communication. Of course, it is too difficult for an enterprise to master the whole mobile phone production chain, but in terms of screen, it is also possible for China's BOE.
4. What are the shortcomings of localization?
Corning Gorilla Glass monopolizes the global high-end mobile phone market, but it is reported that Huawei is independently developing the name "air glass" and has obtained relevant patents. It seems that the determination to completely get rid of American accessories is great. In addition, mask aligner technology determines the output of chips. SMIC can only mass-produce 7nm chips by the end of the year, while Huawei plans to launch mobile phones with 5nm chips and has placed a large number of orders with TSMC. At present, the technological gap in mask aligner is the biggest and "the most fatal".
Summary at the end of the article: the road of localization must be taken, otherwise it will be firmly suppressed by others forever. We can't put all the pressure on Huawei. Huawei is just a direct "victim". Localization needs the cooperation of many domestic enterprises, Qi Xin, to create a real mobile phone ecological chain.
When it comes to processors, people naturally think of Qualcomm. Every year when Qualcomm releases a new processor, domestic mobile phone manufacturers compete to launch it. And we also know that the processor is the core part of the mobile phone. Once it is cut off, how much loss will it have?
Among domestic mobile phone manufacturers, only Huawei insists on using self-developed chips. What excites us even more is that this road has not been in vain, and we have seen the dawn of hope. Many users think that Huawei has tied something, and I want to talk about it here. What will you do once Qualcomm cuts off the supply?
In addition, in the past two years, US sanctions against Huawei have become more and more severe. On the one hand, we can see Huawei's advanced strategy, the so-called spare tire plan. On the other hand, it is a prelude to the localization of parts. According to the dismantling calculation of Japanese media and professional organizations, the proportion of domestic accessories of Huawei's 5G mobile phones has increased from 25% to 42%.
However, the dependence of American accessories decreased from 1 1% to 1.5%, leaving only the glass case. Many people are happy to see this 1.5%, but they don't know that the glass shell is still an insurmountable hurdle. In fact, this is no secret in the industry, the glass products of Corning Gorilla in the United States.
Almost monopolized the global market of high-end smartphones and computer screens, and the glass case is extremely critical and expensive for the smartphone experience. At present, there are no enterprises that surpass it in China, but there are still gaps in mask aligner, chip design software and other fields except glass.
So how far are we from pure domestic production? First of all, there should be no way to solve this problem, because it is impossible to do everything by yourself. This is already a link in breaking trade. There can only be substitutes, which can be produced by themselves when needed, and are not subject to people.
Secondly, do we really need pure domestic production? Now the whole world is cooperating, and the integration and utilization of resources are very clear. I remember one thing. Some netizens said that the refills of ballpoint pens can't be made in China. It's ridiculous to think about it.
Of course, the manufacturing industry can, but it can't compare with other countries in technology and technology. In a place where there is no market and no purchase, who is this thing sold to? Third, to stimulate our innovation, why there is innovation, are all thought out when there is no way out.
If you don't innovate, you can only wait for death. It is hoped that more domestic enterprises, like Huawei, will be prepared for danger in times of peace and master their own core technologies.
Since the US Department of Commerce listed Huawei on the "Entity List" in May 20 19, Huawei has tried its best to reduce its dependence on American spare parts as much as possible!
However, what about the facts?
Ren said in an interview that in 20 19, Huawei purchased spare parts from the United States to reach 187 billion US dollars, which was higher than10 billion US dollars in 20 18!
20 19 Huawei's revenue is 858.8 billion yuan, and the proportion of spare parts procurement of18.7 billion dollars is not low!
Ren also said that Huawei will not replace spare parts from the United States in mobile phones!
Therefore, it can only be said that Huawei has gradually acquired the strength to build mobile phones without American spare parts; But in fact it still uses a lot of American spare parts!
……
Not long ago, some media reported that the proportion of spare parts for individual Huawei mobile phones was only about 1.5%, which was not completely true!
Although the U.S. Department of Commerce has been cracking down on Huawei, Huawei can still purchase spare parts from American suppliers (the U.S. Department of Commerce will extend the license for Huawei's "entity list" for the sixth time until August 13), and it has not been completely torn up!
American suppliers also try their best to supply Huawei. If Huawei cuts off spare parts from American suppliers, the quality of Huawei's products will also be reduced. The global spare parts supply chain established by Huawei in 20 or 30 years will also be hit hard!
……
In recent years, Huawei has been strengthening cooperation with domestic supply chain partners, purchasing BOE screens and entrusting SMIC to OEM chips …
It's just that our domestic supply chain enterprises are not easily influenced by the US Department of Commerce!
Huawei wants to go more steadily and further on the journey of internationalization. In addition to embracing global suppliers, it must also focus on developing domestic supplier networks!
……
The above is just my personal opinion, welcome to criticize and correct me;
Recently, Huawei has become a hot search news for major platforms. Due to the suppression of the United States, it is likely to completely lose the opportunity to buy American partner products. At the same time, Huawei's Hisilicon chip may also be suspended due to OEM reasons, so Huawei was suppressed by the United States, which really touched the hearts of many netizens these days.
Some netizens worry that with the escalation of US sanctions, Huawei will not be able to make mobile phones. In fact, there is no need to worry about this problem. Even if Hisilicon chips can no longer be produced, Huawei can choose a compromise plan and purchase MediaTek chips, so that its survival is completely fine.
According to the specific data mentioned by Nikkei Chinese website, the domestic parts of 4G mobile phones listed in the United States before the sanctions were about 25%, while Mate 30 5G reached 4 1.8% after the sanctions, and the proportion of American parts of 4G mobile phones reached 1 1.2%. The 5G mobile phone only has a few parts such as the lower glass case, accounting for 1.5% of the total.
At the same time, the article also mentioned that Huawei has promoted the research and development of parts in the past year and has already possessed the ability of internal procurement. However, I have some doubts about this report, because at the Huawei analyst conference in May 18, the official said that Huawei purchased18.7 billion US dollars of products from the United States last year.
What is the concept of $654.38+0.87 billion, which is equivalent to more than RMB 654.38+03 billion, while Huawei's total revenue in 2065.438+09 was RMB 850 billion, and its procurement expenses in the United States accounted for more than 654.38+05% of the total revenue, while the proportion of Huawei's mobile phone parts in the United States has dropped to 654.38+0.5%.
In fact, as an ordinary consumer, Huawei officials and many media may have great differences in the disclosure of many data. As an ordinary consumer, we can't find the most accurate data because Huawei is not a listed company. Although the relevant financial reports are calculated according to IBM, they are still not as harsh as listed companies.
Some time ago, the so-called "Guoguang" Luckin Coffee financial fraud shocked the global capital market, and its share price plummeted instantly, so it had to be stopped urgently. Today, Luckin Coffee has received a delisting notice, which shows that the capital market has almost zero tolerance for financial fraud of listed companies.
This statement is unscientific. I don't know how to get the data of 1.5%. Is it calculated by the number of parts or by the value of parts?
Take Hisilicon CPU as an example, how can it be considered purely domestic? The CPU is designed by itself, but it is not produced by itself. TSMC succeeded, and TSMC was controlled by the United States. Do you think this CPU is made in China? What's the use of counting domestic? The United States can still impose sanctions. Well, even if SMIC can contract Huawei, its mask aligner will be imported from Holland. Is the chip produced in this way made in China? People still get stuck in their necks.
It is useless to fully realize domestic production. The point is that we have technology that others don't have. You can clamp my neck, and I can clamp your neck at once, so that we won't lose the struggle.
To tell the truth, pure domestic production is impossible at present. Neither software nor hardware can be realized in a short time. Chip manufacturing and chip design are inseparable from American technology.
Looking back on 2065438+May 2009, the US blockade of Huawei broke out.
After a year, when everything seemed calm, it was reported that the United States increased its export control over Huawei and intended to cut off Huawei's wafer foundry sources.
However, according to the dismantling calculation of Japanese media and professional organizations, the proportion of domestic accessories of Huawei's 5G mobile phone increased from 25% to 42%, while the dependence of American accessories decreased from 1 1% to 1.5%, leaving only the glass case.
However, this 1.5% still aroused the author's curiosity. Why can the most difficult semiconductor chips get rid of the checks and balances of American companies, but this thin glass case can't? How far are we from "pure domestic production"?
Huawei spare tire that has turned positive
In fact, it is precisely because of the injustice in the United States that it has brought unprecedented opportunities to the development of China's science and technology industry with strong endogenous power and verified the truth that "the trend is irreversible".
Since the outbreak of Huawei blockade, China's semiconductor industry has made remarkable achievements in both capital and scientific research and development.
The disassembly report of Huawei Mate 30 5G by Japanese professional research company Fomalhaut Techno Solutions shows that the communication module was replaced by HiSilicon self-developed products from the original American Sijiaxun, which greatly reduced the cost ratio of American accessories.
In the 5G era, the research and development of communication chips is extremely difficult. Obviously, Huawei has overcome the difficulties.
Huawei has mastered three core technologies: self-developed chip, self-developed baseband and self-developed communication.
Perhaps Huawei's contrarian growth has become the incentive for the United States to increase sanctions, but now China's technology industry environment is not what it used to be.
Domestic substitution rise
Some people may still be very picky: Huawei's mobile phone still has many key accessories from Japan and South Korea, and it is still controlled by others.
But in fact, Huawei's high-end 5G mobile phone has achieved nearly half of the domestic production rate, which is already a very remarkable achievement. We can't force a company to do everything. This is actually a problem related to supply chain and technology ecology.
A mobile phone is nothing more than five modules: calculation, communication, storage, screen and battery.
Among them, Huawei solved the computing and communication parts, and China science and technology enterprises in other fields also made remarkable achievements this year.
For example, the screen from BOE has been adopted in Huawei's cutting-edge folding screen mobile phone Mate X series, achieving global leadership.
SMIC completed the OEM of Huawei Kirin SoC processor, and Kirin 7 10A was produced by SMIC 14nm, which was praised by the industry as the first pure domestic SoC in China.
In addition, Changjiang Storage has completely conquered the 128 layer QLC flash memory technology, which is of great significance to the development of the domestic flash memory industry.
A strong and perfect science and technology ecology of the whole industry chain is accelerating.
Pure domestic production, an idea that seemed impossible in the past, is now taking shape step by step, but do we really need pure domestic production?
It's not just the glass that can't walk.
Back to the opening question, Huawei can achieve such a high domestic rate of accessories. Why is a piece of glass the most difficult to replace?
In fact, this is no secret in the industry. Corning Gorilla's glass products almost monopolize the global market of high-end smart phones and computer screens, and the experience of using the glass case on smart phones is extremely critical and extremely expensive.
The quality of the glass case not only determines the visual effect, touch sensitivity, grip, signal stability, scratch resistance and wireless charging efficiency of the whole machine, but also determines whether the mobile phone can pass the drop test.
In contrast, the sixth-generation gorilla glass can withstand 15 times of falling from 1 m on average, while ordinary glass can't carry it once.
In fact, on the eve of Huawei's release of Mate 30 series, it has been reported that Huawei is independently developing the name "air glass" and has obtained relevant patents.
However, some data show that Mate 30 Pro still uses the sixth generation of Corning gorillas. In fact, it is not difficult to understand that it often takes some time and industrial support from R&D to mass production.
In fact, it's not just glass that is inevitable. As we all know, there is still a gap in mask aligner, chip design software and other fields.
Understanding the gap and confirming the progress is the only way for sustainable development. How far are we from "pure domestic production"?
There may not be an accurate answer to this question. But today, compared with the darkest moment a year ago, we can see more hope.
Guo Ping, the rotating chairman of Huawei, said publicly recently that Huawei's business will inevitably be greatly affected, but it is confident to find a solution.
Similarly, we actually saw it a year ago. This year has passed, and Huawei is not only alive, but also more exciting.
Huawei's annual revenue in 20 19 reached 858.8 billion yuan, achieving a contrarian growth of 19. 1% year-on-year, and greatly increasing inventory and R&D expenses for emergencies. Obviously, Huawei is prepared.
As Huawei official Weibo said, "We have no choice but to win".
In today's global economic cooperation and integration, science and technology should not have national boundaries.
More and more domestic substitution and self-control do not mean that we have to take the purely domestic route, but have to go through this painful development period because of helplessness.
In fact, what we need is not pure domestic strength, but pure domestic strength. Only in this way can we get rid of being controlled by others.
"Despite being suppressed, Huawei will not move towards closure and isolation."
"Huawei's diversification and globalization strategy will not waver."
Guo Ping, Huawei's rotating chairman, said this.
It is far from being made in China. Even if Samsung is the only company in the world that can realize the research and development of all parts of mobile phones, it is inseparable from international cooperation. Because Samsung UI is based on Android, and we all know that Android is owned by Google. Therefore, no brand in the world can achieve completely independent research and development.
However, as one of the strongest brands in China, Huawei has the strongest R&D strength in China at present, and its annual investment in R&D is calculated in billions and billions. It is unmatched by other domestic brands. In recent years, Huawei's mobile phones have increasingly used domestic screens. Even two high-end series, P and mate, use a large number of domestic screens, which is also conducive to the development of domestic screens. Huawei's chips are also very powerful, but they are made by TSMC, not by Huawei itself.
Therefore, even if it is as strong as Samsung, Huawei still has a long way to go. We also need the support of more domestic brands to avoid being stuck abroad in the future. Thank you.
I like studying and answering questions. In response to this question raised by my pen pal, I consulted various materials and discussed with my classmates and friends, and reached the following conclusions, hoping to help you:
It is far from being made in China. Even if Samsung is the only company in the world that can realize the research and development of all parts of mobile phones, it is inseparable from international cooperation. Because Samsung UI is based on Android, and we all know that Android is owned by Google. Therefore, no brand in the world can achieve completely independent research and development.
However, as one of the strongest brands in China, Huawei has the strongest R&D strength in China at present, and its annual investment in R&D is calculated in billions and billions. It is unmatched by other domestic brands. In recent years, Huawei's mobile phones have increasingly used domestic screens. Even two high-end series, P and mate, use a large number of domestic screens, which is also conducive to the development of domestic screens. Huawei's chips are also very powerful, but they are made by TSMC, not by Huawei itself.
Therefore, even if it is as strong as Samsung, Huawei still has a long way to go. We also need the support of more domestic brands to avoid being stuck abroad in the future. Thank you.
Difficult, even if you use parts made in China, it can't be made in China, and you have to pay patent fees!