Huawei is currently in a very difficult period. Huawei is experiencing the third round of bans imposed by the US government. This ban is very unfair and has led to a difficult situation. Everyone knows that the most important thing about Huawei mobile phones is its chips. , but Huawei itself cannot produce chips. This chip is supplied by TSMC. However, in addition to OEM for Huawei, TSMC also needs to OEM for other manufacturers in the United States, and the United States accounts for 90% of the market.
In May this year, the U.S. Department of Commerce announced a strict ban on Huawei using U.S. technical software to design and manufacture semiconductor chips. It can be seen that the United States has severely cracked down on Huawei. TSMC has made a decision to no longer do so. Huawei's decision to provide chips, and the supply cut-off will take effect on September 15, will put Huawei into unprecedented difficulties.
Over the past 30 years, Huawei has continued to invest heavily in technology and innovation, trying to use technological innovation to improve people's lives. Looking back over the past 30 years, Huawei has focused on network security and customer privacy. Protection, leading the industry in the field of communication technology. Everyone has also seen that Huawei has grown from an unknown brand to the current national brand. It has gone through a lot of hard work. Huawei is also very grateful for everyone's support and love. It is indeed a domestic mobile phone. It has developed rapidly in the past few years and even has a place in the international market, but it has been suppressed by the United States.
Ren Zhengfei said that Huawei’s biggest difficulty at present is not the shortage of chips, but the designed chips. Domestic basic industries cannot manufacture them. Technology is the primary productive force. Currently, our country does not have such a problem. Advanced semiconductor chip manufacturing technology will also take time if a lot of talent and energy are invested in scientific research. It cannot be achieved in one day. High-end chips are an industry that requires long-term money burning and has high patent barriers. This industry The development of the chain is not perfect, and Huawei's 5G chip OEM manufacturer is mainly TSMC. This will cause Huawei to adapt to the environment faster in the future to survive.