Everyone has this analysis mainly from two aspects: First, Huawei will pay Qualcomm a patent settlement fee of US$ 654.38+08 billion in September; Second, MediaTek and Huawei have cooperated with1.200 million chips. On the one hand, it is believed that Qualcomm strongly lobbied the United States to allow supplies to Huawei; While thinking that mediatek can help Huawei tide over the difficulties temporarily.
Everyone has forgotten that when Qualcomm can't eat meat, Qualcomm won't let competitors like MediaTek and Samsung win Huawei's orders smoothly. Regardless of Huawei's "eighteen bends in the mountain road", as long as there is American technology, the loopholes can be plugged at any time. Without the initiative, we can only resign ourselves to fate.
17 In August, the United States amended the ban, and 38 subsidiaries of Huawei in 2/kloc-0 countries or regions were listed as entities by the United States. There are several key words in the new regulations, such as "2 1 country", "Huawei Cloud", "buyer", "intermediate consignee", "final consignee" and "end user". The first two words express that the United States has expanded the scope of restrictions, restricted Huawei from acquiring chips from abroad, and restricted Huawei's cloud business. The last four words mean that all Huawei-related technologies, including American technologies, must be cut off from business dealings with Huawei.
Yu Chengdong, CEO of Huawei's consumer business, said that the first two restrictions bound Huawei's hands and feet in the United States. Then this time, the American approach is equivalent to "cutting off" the octopus's tentacles and prohibiting all ways for Huawei to obtain chips.
MediaTek, the most likely supplier of Huawei's chips, announced on June 5438+08, 2008 that he has always followed the laws and regulations related to global trade, and consulted external legal advisers to pay attention to the changes in US export control rules.
Under the external blockade of Huawei chips, self-built chip manufacturing is the way out. Do it even if the chip technology is backward. From the national level, realize the development strategy of upgrading domestic semiconductor production and give support in finance, taxation, talents, education and finance.
When Qualcomm lobbied the United States, he said that he would give $8 billion to Samsung and MediaTek, hoping that the United States would allow Qualcomm to provide chips to Huawei. However, it is impossible for Qualcomm to promote Huawei, because Huawei paid a patent fee of US$ 6,543.8+US$ 800 million. On the contrary, it is most likely to "betray" Huawei.
The reason is also very simple. Qualcomm can't acquiesce in MediaTek's supply of chips to Huawei. Qualcomm can't eat fat meat because of American law, and will lobby the United States to ban rival MediaTek from supplying chips to Huawei.
After the United States upgraded the restraining order, the American Semiconductor Association said that this would bring serious damage to American industry. The United States has long restricted commercial chips, and the Pandora's Box of American semiconductors will be opened. The global semiconductor industry will also change, which is not conducive to the development of American semiconductors in the long run.
At present, the United States produces 80% of the world's chips, and China buys 65% of the world's chips. If the United States takes away all the chips purchased by China, it will be forced to switch to other countries in the long run. Imagine a customer who thinks your cooking is delicious and goes to your restaurant to eat, but always refuses to go out. One day there will be another restaurant opposite your home.
Even the best companies and chips in the United States are ultimately market-oriented. The development of enterprises without market will also be restricted. Theoretically, American Semiconductor Association is worried that chips from other countries will replace American chips in the future, and its own chips can only be left at home as "moths".
The reason why "China Core" is facing such a situation is that on the one hand, it developed relatively late, and on the other hand, it is used to taking advantage of it. Just imagine, after lobbying the United States, Qualcomm won't get any benefits, but is still willing to watch MediaTek make money. This is wishful thinking. It is only a matter of time before Qualcomm "betrays" Huawei.
Charity and utilitarianism always compromise!