First of all, Huawei is very capable and holds the most powerful 5G technology in the world. In the field of 5G, no company can compare with Huawei, even big companies like Nokia and Ericsson are not as good as themselves.
Moreover, in terms of 5G patents, Huawei now has more than 3,000 patents, making it the enterprise with the most patents in the world. Moreover, Huawei has been hindered in the United States, making Huawei's 5G unable to enter the US market, but the 5G construction in the United States has not stopped.
For example, American telecom operators have ordered Nokia and Ericsson's 5G equipment for construction, but both companies are using Huawei's 5G patents. Therefore, Huawei justifiably charged nearly1400 million 5G patent fees to American telecom operators. It can be seen that Huawei can obtain very high income by relying on 5G patents.
Secondly, Huawei's 5G technology is irreplaceable. For 5G users, network stability and download speed are very important. For operators, the cost of 5G network construction is the most important. Now only Huawei can make the network stable and fast, and the cost is not high.
Recently, German telecom operators have also announced that they have signed the largest 5G order with Huawei, while Britain, which has complained about Huawei many times, has also informed domestic telecom operators that it can quickly buy more 5G equipment from Huawei. Even after repeated warnings from the United States, Germany, Britain and other countries chose Huawei 5G, which has the most stable technology. It can also be seen that no company can replace Huawei in the 5G industry.
Extended data
All-round restrictions are aimed at wafer foundries and chip suppliers in Japan, South Korea and Europe that Huawei still relies on, even our enterprises in China, which is why SMIC has not given a clear answer.
Therefore, the impact on Huawei depends on the weight of the United States' right to speak in the global semiconductor field and the shortest board in the entire chip industry chain. As long as a link is stuck in a short time, there will be no complete industrial chain.
Chip design: This link has little impact on Huawei.
Chip is a very large-scale integrated circuit, which has the scale of tens of billions of transistors. Starting from the scale of thousands of transistors in 1960s, EDA tools were gradually introduced. At present, Synopsys, Cadence and MentorGraphics, the three giants of EDA tools in the world, are all in the United States, covering all design links and various sub-semiconductor device fields, keeping up with the cutting-edge technology and having absolute right to speak.
However, this link has little impact on Huawei: on the one hand, Huawei was restricted in May 2065438+2009, and should have purchased the necessary permanent license or intellectual property rights of EDA tools to ensure at least 5 nm chip design; On the other hand, Huawei has its own EDA tools. If the complete tool chain has influence, it can only be iterated according to the process.
Manufacturing (including sealing and testing): This link has a great influence on Huawei. The domestic advanced manufacturing technology can't be broken in 2-3 years, and it takes a long time to catch up.
The wafer factory develops a complete chip manufacturing process, and the upstream is semiconductor equipment and materials. In semiconductor equipment, including deposition equipment, mask aligner, etching machine, ion implanter, test equipment, etc. American manufacturers currently account for about 40% of the global semiconductor equipment market.
In addition, it is mainly Japan and Europe. For example, ASML mask aligner is strictly controlled, and the core components such as light source equipment are all from the United States. In terms of semiconductor materials, the United States and Japan are very leading. Remember last year when Japan cut off the supply of semiconductor materials to South Korea? The United States has an absolute say in the semiconductor equipment required for advanced manufacturing processes.
counter-measure
The United States completely restricts Huawei, which is definitely not Huawei's business. This is the United States' restriction on China's high-tech industry. Any company that threatens America's technological leadership in any field will be restricted. Just as the United States uses state power to restrict Huawei, I believe our country will also have a national response.
But one thing, opening the market and embracing global semiconductor companies, Japanese, Korean, European and even American companies still have to embrace. If you want to be strong, you must compete with the strong, so that you can learn quickly and make rapid progress.
The restriction means used by the United States is technical restriction, which is also its advantage; Our greatest advantage is that we have the largest market in the world. Taking advantage of the market, we import 300 billion dollars of semiconductor products every year. Japanese, Korean and European companies will not give up the China market, and American companies themselves are unwilling to lose Huawei and China markets.
As long as we are more open to the market, there will be enterprises with the motivation to research and develop technologies to replace the United States, and domestic substitution also needs to compete in the open market to make rapid progress. These days, American companies and Huawei are allowed to participate in the formulation of communication standards, because otherwise the United States may lose the right to speak in the formulation of communication standards.