First, the reason why Huawei can't produce 5G mobile phones
Because foreign countries are afraid of Huawei's 5G technology, they suppress Huawei for no reason and impose sanctions on Huawei, making it impossible for manufacturers who can produce 5G chips to continue to produce and provide 5G chips for Huawei. The reason why Huawei can't continue to manufacture 5G mobile phones is the lack of 5G chips.
Second, Huawei retained Hisilicon and continued to adhere to it.
Huawei continues to insist because it has a clear understanding of the future chip market. In Huawei's view, the future chip manufacturing capacity will continue to expand, and there will be fierce competition among chip manufacturers. It can be said that in the future, the chip production capacity will expand to a certain extent, and there will be a battle for orders among chip manufacturers, which will be an opportunity for Huawei to recapture 5G chips. Although foreign bans may continue to exist at that time, who will care about foreign bans once chip manufacturers go bankrupt without orders? You can think about it. If you don't receive the bill, you will die. When you get the order, you still have a chance to live. If it is a big deal, you will give up using the US dollar settlement system, so that foreign countries cannot directly freeze the seized assets.
Third, the future development trend of the chip
With the development of electronic information, the demand for chips in the future society is increasing and will continue to increase. It can be said that the chip industry is a very promising industry category. Because the chip industry can be expected in the future, all countries and major capitals in the world have invested in chip manufacturing. Foreign institutions and European institutions have increased their support for the chip industry, while domestic chip production capacity has also been greatly improved with the active promotion of institutions and personnel. Therefore, there will be an explosive expansion in the world chip production capacity in the future. At that time, the chip production capacity will definitely be surplus, and overcapacity will inevitably lead to order competition.
Some people may think that there is no advanced mask aligner abroad, and no amount of chip production capacity can produce 5G chips. Don't worry about this problem, because ASML produces mask aligner every year. In a few years, more high-end mask aligner will be produced in the market. Many people can buy mask aligner and make 5G chips. Some people may still doubt that they will not buy it for you. But whoever ASML buys is different. As long as he sells mask aligner that can make 5 G chips in the market, the production capacity of 5G chips will be more, and major manufacturers will also need orders to maintain production.
So you can rest assured that all this will happen unless ASML stops production and does not do business.