Because of the mandatory suppression by the United States and the ban on all companies that use American equipment to manufacture semiconductors to provide chips to Huawei, most people are worried about Huawei's situation. Recently, due to the words of CNN analysts, everyone has begun to pay attention to Huawei again. They used the words of Jefferies analysts to say that without key chip components, Huawei will not be able to produce 5G base stations.
According to Jefferies analyst Edison Li, Huawei is currently in danger, especially in its 5G equipment business. Moreover, the occurrence of these problems has caused some European customers to raise their own concerns. If they purchase Huawei's 5G equipment, will Huawei continue to provide services for these 5G equipment? These doubts have led to a decrease in the willingness of European customers to purchase Huawei 5G equipment.
Facing the fact that the United States no longer carries out chip processing, there may be a shortage of chip supply. However, Huawei has already prepared a large amount of chip inventory, and these inventories can guarantee Huawei's business for at least two years. normal development. And although Huawei can no longer cooperate with TSMC for its chips, it can still choose a relatively good company to cooperate with SMIC and use their production lines for chip processing. It is used to ensure the supply and normal production of 5G equipment.
The world is currently in a period of intense turmoil, and various situations are likely to occur. It is estimated that Huawei's current situation will take two years to see a specific impact. Therefore, the United States' attitude towards Huawei may improve greatly, or our country's semiconductor industry has developed rapidly in the past two years and there is no need to rely on it at all. American businesses. At this time, Huawei no longer needs to fear external influence.
And the 5G patent fees alone are enough to help Huawei continue to develop in the future. So we don't need to worry about Huawei's future at all, because companies that have experienced difficulties will develop better and better in the future.