Before, there were many small partners teasing, and no one knew how much stock Kirin 9000 had. Due to US sanctions, Huawei has been unable to produce Kirin chips, and Kirin 9000 became the last swan song. This chip is also the biggest highlight of Huawei mate40 series. After more than a year of sales, it seems that the first generation of God U Kirin 9000 is coming to an end, which is embarrassing.
This processor released in 2020 is completely competitive even in the current market. Kirin 9000 is still very capable to play, not inferior to Qualcomm's latest 888 and Qualcomm's 8gen 1 processor. In terms of energy efficiency ratio, it is even better.
It is conceivable that if Huawei is not sanctioned, Kirin chips can still update iterations normally, and I don't know how bad it is. Kirin 9000 has a performance of 50-50 compared with the current performance weapon Tianji 8 100, and the mirror optimization is much stronger. Huawei mate40 mobile phone once became a wealth management product. Not long after the release, the price did not drop, but it ushered in a big climb, from 5000 to 6000 or even 7000.
However, it is not the rapid progress of Kirin processor that the United States wants to limit the development of Huawei. The real reason is that Huawei has absolute right to speak in the 5G field. However, Huawei's overall voice in 5G is not as high as expected, because some countries now prohibit Huawei equipment from entering, and even in the areas where it enters, some countries prohibit Huawei's core network equipment from entering.
Now on a global scale, Huawei, in fact, is not just Huawei, but a communication company in China, which is banned by the United States, and to some extent, it has affected China's communication equipment to enter the 5G networking in some countries, and this influence is still relatively large.
Some countries prohibit Huawei's equipment from entering the 5G network, and some countries allow Huawei's 5G wireless access network and bearer network to enter, but prohibit Huawei's core network from entering.
The key to the importance of 5G lies in its support for industrial applications, and in order to support industrial applications, network slicing technology needs to be introduced. Compared with the wireless access network, the core network is not as good as the wireless access network in the short term. In a network, there are a large number of wireless access networks (that is, base stations), which is a relatively profitable part. The core network often buys base stations and sends them to the core network. But the core network plays a key role in network slicing. In order to support industrial applications, operators need to provide customized services to the final industrial applications, which requires the cooperation of core network providers. In other words, whoever provides the core network in the future will participate in the operation of the 5G network. So now some countries only buy Huawei's 5G wireless access network, not the core network. In the later maintenance and operation, Huawei will not make these long-term money, which still has a great impact.
Mastering the core network can occupy a higher voice in an operator's 5G network and it is difficult to be replaced.
The strength of 5G stands out, causing panic
Kirin 9000 processor is still very competitive, and the Ba Long 5000 baseband on Kirin 9000 is ahead of the X65 baseband on Qualcomm Snapdragon 8Gen 1.
At this point, you will know how advanced Huawei's research on 5G is.
In the 5G power consumption test of various mobile phones, Kirin 9000 leads in power consumption ratio, and its heating and power consumption are lower than those of other processors at the same level, even lower than A 15.
It can also be seen from the statistics of 5G patents of China Information and Communication Research Institute that Huawei ranks high.
At this time, the problem came. What will happen if Huawei is allowed to develop rapidly?
That is, Huawei is likely to become an unavoidable patentee in the 5G field.
When you sell a mobile phone, you have to pay Huawei a number of 5G patent fees.
This situation is absolutely not allowed in the United States.
So I started to get stuck in things, and I found some reasons to limit you. All in all, at present, in the field of 5G, Huawei has gained a great voice because it has mastered the necessary patents of 5G standards. Moreover, Huawei is currently the only enterprise that can provide 5G end-to-end technical solutions, which also makes operators more inclined to Huawei. However, Huawei can't sell 5G equipment in some countries, and can't sell the core network in some countries that can sell base stations, which also reduces Huawei's future voice in the 5G field in these countries.
During this time, when you surf the Internet, you must have seen many lawsuits of 5G patent cases.
Telecom giant Ericsson filed a series of patent infringement lawsuits against Apple this week, which is a long-standing dispute between the two companies over the patent fees for using 5G wireless patents in the iPhone.
Now, Apple has responded to Ericsson's lawsuit on the use of its 5G patent and filed a counterclaim, hoping that the United States will impose an import ban on Ericsson's mobile base stations. In other words, now both companies are suing each other for patent infringement.
What happened in the market after Huawei was restricted?
19, 15 In May, the United States launched the first round of sanctions against Huawei. The United States blacklisted Huawei for no reason. This ban prevents many technology companies from cooperating with Huawei. Huawei has no illusions about the United States from the beginning. The "spare tire" chip in the safe was fully listed, which shouted the slogan of realizing scientific and technological autonomy in the future and began to invest in related research and development. But unfortunately, although Huawei has invested a lot of energy, it has not participated much in the semiconductor manufacturing industry. It only designs chips and lacks chip manufacturing links. However, under these two rounds of sanctions, Huawei has lost its chip foundry, and none of the chips can be manufactured, which leads to Huawei's coreless dilemma.
In less than two years, the United States has imposed four rounds of sanctions on Huawei, and each round is even more vicious. Huawei's mobile phone business is struggling, and it is not only the chip field that is affected, but also the supply of many key components. There is great uncertainty.
For the domestic smart phone industry, the biggest change in the past two years is that more and more manufacturers have begun to attack the high-end mobile phone business market. After all, Huawei's Mate series and P series are tens of millions of sales, and such a huge market share is vacant. Domestic manufacturers naturally want to buy. So what is the overall pattern of China in recent years?
Whether it is the maturity of the market or the retaliatory "saving" under the epidemic, mobile phone consumption is obviously returning to rationality. From the price point of view, the mid-to-high-end mobile phones in the range of 3,000-5,000 yuan have become the main replacement models with relatively high comprehensive price. Impulse consumption is becoming less and less, and it is becoming more and more difficult to impress consumers with novel functions and cool appearance.
With strong strength, major head manufacturers have firmly occupied customers' minds and market share. In particular, three forces, vivo, OPPO and Xiaomi, stand out, laying out multiple product lines at different price points, developing targeted functions and laying out online and offline markets at the same time. Xiaomi is trying to penetrate into the high-end field, accelerate the layout of the high-end market, and constantly accelerate the expansion of offline stores. The export ratio exceeds 70%, and overseas markets are concentrated in India, Southeast Asia and Europe; Vivo, which has obvious advantages in the number of physical stores in low-tier cities, uses iQOO series products to enter the online market. OPPO's European and Canadian departments set up One Plus Realme for online, mid-to-high-end and overseas markets.
How will Huawei break the game?
In fact, Huawei Hisilicon still has other possibilities. Why can't Huawei Hisilicon ship? Why is there such a situation today? It's not because of the 5G chip. Why is there a problem in the research and development of 5G chips? In fact, in the final analysis, it is not because of the lack of 5G RF chips. In terms of RF chips, in June this year, 65438+ 10/1,the domestic manufacturer Fu Manwei said on the investor interaction platform that the 5G RF chip was already in
With the breakthrough of domestic manufacturers in RF chips, the future localization should be just around the corner. How can Huawei Hisilicon not be broken?
In addition, SMIC, a leading chip foundry enterprise in Chinese mainland, under the leadership of Dr. Liang Mengsong, has successfully achieved chip mass production of 7 nm, N+ 1 and other advanced technologies. Huawei Hisilicon can cooperate with its advanced stacking technology, but it may not make the chip performance reach the effect of 1+ 1 greater than 2. Today, when Moore's Law is about to peak, it may not be impossible to become Huawei Hisilicon.
Under the revision of American rules, Huawei Hisilicon is out of the top five and five oligarchs. With the help of chip stacking, it may be difficult for Huawei to break the game. However, Huawei is not limited to chip stacking. In fact, there are still many possibilities to break the game. I hope Huawei can continue to develop in the future. I believe that in the near future, the Kirin of Huawei Hisilicon will stand proudly at the top of the world again.