I took the time to explain my understanding of Huawei's current situation. I think the United States has given Huawei two ways at present: either, give up the advantages of cutting-edge chip research and development, give up "strong core" research and development, and buy from the United States; Or completely withdraw from the "strong core" information and communication technology related fields.
This sounds very painful, but it can't solve the actual problem, which makes people laugh and cry! What the United States is afraid of is Huawei's competitiveness and research and development capabilities in a free competitive market. But if the resources of the most sophisticated American industrial chain are limited, what is terrible? A tiger, put next to you, you must be afraid, put in a cage, it is different.
In the final analysis, we don't know enough about Huawei, we don't know enough about the current situation of Huawei, and we don't have enough influence on Huawei from a series of restrictions on the United States. Next, we will follow such a line and see how Huawei will break the game.
The US sanctions against Huawei can be understood from two levels, the first level is the national level, and the second level is the technical level.
At the national level, after the reform and opening up, especially in the past decade, China's economic development has been fruitful. In terms of GDP index, China's GDP has made rapid progress, with 20 10 surpassing Japan to become the second in the world, and according to authoritative prediction, it will surpass the United States to become the first in the world in 2028, and the gap will widen. In the era of high-speed development of science and technology, everyone is busy making cakes with big incremental development, but when the development of science and technology is on the fast track, everyone begins to take a slice of the stock cakes. If you have less, I can have more. From this perspective, Sino-US competition will exist for a long time, and Huawei represents the height of ICT in China.
On the technical level, Huawei has mastered two core technologies: 5G and "strong core" (high-end chips), both of which have the potential to catch up with the United States. 5G is the core of future industrial development, and core technologies such as Internet, Internet of Things and artificial intelligence are all built on it. Huawei is the mobile phone manufacturer with the most patents on 5G technology in the world.
Huawei is just an outstanding representative of China, a giant "aircraft carrier". As a result, Huawei has become an important goal for the United States to contain China in the field of science and technology.
Huawei is currently the only communication company in the world that can independently provide end-to-end 5G commercial complete solutions.
A complete 5G network includes: wireless access network (also called base station), 5G bearer network (equipment connecting base station and core network, including transmission equipment and routers), 5G core network (management center of wireless network, responsible for data processing and forwarding in 5G network), edge computing platform, network management platform and terminal. Huawei has such a rich product line in the communication industry that it can do everything from access to exchange to data and transmission. Whether it is wireless or wired, whether you want a server or a chip, Huawei can provide it. To put it simply: Huawei can use its own products to connect with the internet and look at the world. At present, only Huawei can do it, but American companies can't!
The Kirin chip designed by Huawei Hisilicon has reached the forefront of the world, and even left Apple behind in some details. This point has been described in the article "Huawei from" humble "to" the opposite of Apple ".
Before Huawei, the core technologies related to network and underlying architecture were in the hands of the United States. Huawei's 5G and strong core have moved the "cheese" of the United States!
US sanctions against Huawei fall into two categories:
The first type of market-side supervision is market-side supervision for 5G. The main measures are to restrict sales, exclude Huawei from the US 5G construction market, and call on its allies to prohibit Huawei from participating in its own 5G construction. As soon as the American ban came out, European countries responded one after another, but there were exceptions and they chose not to follow suit. For example, Italy chose to let Huawei participate in its own 5G construction, and even Britain, a hardcore ally of the United States, allowed Huawei to participate in some non-core 5G construction. What's more, after all, America's allies around the world. This time, Huawei boycotted the sanctions.
Then there is the market-side control of strong core products, restricting Huawei's mobile phones from being sold to the US market. This time, Huawei also boycotted the sanctions.
The second category is to strictly limit the cooperation between enterprises involved in American technology in the semiconductor industry chain and Huawei. The US Department of Commerce requires that "before supplying certain chips to subsidiaries such as Huawei or Hisilicon, foreign companies using American chip manufacturing equipment will be required to obtain US licenses." At present, this sanction has really blocked Huawei's "strong core" business. So far, Huawei really has no good way to break through this sanction in a short time.
This ban has dealt a great blow to Huawei in the field of "strong core" manufacturing. For example, the ARM architecture of Huawei Kirin chip requires the authorization of American ARM company. As soon as the ban came out, ARM immediately terminated its cooperation with Huawei. After negotiation, from 2065438 to September 2009, ARM bypassed the ban on the grounds that the new "ARMv8-A" and "ARMv9" instruction sets and architectures were based on British technology before re-authorizing Huawei.
Most suppliers of software used by Huawei to design chips are American technology companies. Fortunately, these softwares have been permanently licensed before the ban and cannot be revoked. So Huawei can continue to use these American chip design software. But don't think about updating. The short-term impact is limited, and it will be more troublesome in the long run.
The most troublesome thing now is the supply interruption of TSMC. At present, the best process for mass production of SMIC is only 14nm, which is far lower than TSMC's 7nm process currently used by Huawei. Moreover, SMIC also uses American production equipment, so it has issued an announcement in advance, saying that "it may not be possible to OEM for Huawei".
In the face of sanctions, Huawei never flinched. The next thing to see is not whether Huawei will face difficulties, but how to face difficulties and break through technical barriers!
Huawei's strength is embodied in "big, comprehensive and strong". The layout of Huawei's entire business architecture determines that moving any part of it is not enough to shake Huawei's foundation. With this basic judgment, let's briefly analyze Huawei's business composition: According to the chip technology that is most affected at present, Huawei's business can be divided into two categories: "Coreless" and "Coreless", of which "Coreless" business is the basis of Huawei's survival. As long as these businesses are normal, Huawei can stand on the top 500.
"Core" business can be divided into "strong core" (high-end chips) and "weak core" (low-end chips). Among them, the "weak core" business will basically not be affected. For example, the glory of young and fashionable Internet brands will limit its influence. At present, the most seriously affected is the "strong core" business whose technology is at the forefront of the world. This hurdle can't be bypassed, so we can only engage in research and development. Fortunately, the US sanctions against Huawei are essentially aimed at China. China will be Huawei's strong backing, and the state will spare no effort to provide support, whether in terms of funds or technology. History has proved that in all the technical blockades imposed by the United States on China, China has made great efforts to overcome the technical difficulties with tenacious perseverance and amazing speed, and achieved localization.
"No core" ensures survival, "weak core" develops and "strong core" strives for a breakthrough, which is the only way for Huawei to break the game in the future. Behind this will be the self-improvement of China people from generation to generation, and the gradual rise of China!