According to the British “Financial Times” report, the US official has changed its tune, as long as the chip is not used for Huawei’s 5G business, then the country will allow more and more chip companies to supply Huawei. This means that although the US sanctions will still pose a serious challenge to Huawei’s 5G business, Huawei’s important smartphone division may have a chance to recover. However, the report also cited industry experts who warned against putting too much expectations on the matter because the Trump administration’s decision-making is volatile.
Huawei’s chip ban has finally ushered in an important turning point!
According to the British “Financial Times” report, the US official has changed its tune, as long as the chip is not used for Huawei’s 5G business, then the country will allow more and more chip companies to supply Huawei. This means that although the US sanctions will still pose a serious challenge to Huawei’s 5G business, Huawei’s important smartphone division may have a chance to recover.
However, the “Financial Times” is obviously well aware of Trump’s “urinality”, so it deliberately quoted industry experts in the report to warn against putting too much expectations on this matter, because the Trump administration’s decision-making is very inconsistent. Stablize.
Huawei mobile phone saved?
Over the past year, you should have seen many reports about the Huawei ban. The U.S. government has issued a new policy almost every few months, pushing Huawei to a dead end step by step.
In May last year, after the United States added Huawei to the Entity List, it banned Huawei from using American technology and products, and technology and products outside the United States must also ensure that the proportion of technology from the United States is less than 25%.
In May of this year, the United States escalated the ban again, ignoring the 25% red line, and simply banned Huawei from using American software and technology to design chips, and banned chip foundries such as TSMC from using American equipment to produce chips for Huawei.
On August 17 this year, the United States further resorted to the ultimate killer, directly requiring Huawei to obtain a license to purchase chips developed or produced based on American software or technology.
To sum up: In the beginning, the United States first blacklisted Huawei and its affiliates, prohibiting them from using American products and technologies; then, it involved Huawei’s partners and suppliers, who used American technology. In the end, the United States simply resorted to the “ultimate killer move” and directly set up an “infinite traceability” mechanism against Huawei.
What does that mean? In the past, Huawei could still replace US-based chips by purchasing non-US chips or domestic chips to maintain operations. In August this year, the US BIS (Bureau of Industry and Security of the US Department of Commerce) proposed a new amendment. It directly restricts Huawei from purchasing chips developed or produced based on American software or technology.
How can a product as complex as a chip not use American technology at all? For example, the chip basically uses American EDA software in the design stage (Synopsys and Cadence are the three giants in the EDA software market that are necessary for chip design at present. American manufacturers, with a market share of more than 50%. Although Mentor Graphic was acquired by Siemens of Germany, the department is still headquartered in the United States, and it is also an American company); at the same time, the current global chip foundries all use American semiconductor equipment. In other words, if Huawei is not allowed to purchase chips developed or produced based on American software or technology = if Huawei is not allowed to purchase third-party chips, Huawei’s “chips” will be completely cut off!
So people in the industry were very pessimistic at that time – “After the Kirin chip is out of print? Will Huawei mobile phones be out of print?”
Now, according to the latest reports, the situation may not be as bad as imagined. The “Financial Times” said the move is a strong indication that the United States intends to allow Huawei to continue operating in the mobile phone business.
“We believe this is a strong sign that the U.S. intends to allow Huawei to continue in the mobile phone business, as the mobile phone business will not pose a threat to the U.S.,” Jefferies analyst Edison Lee, a well-known investment bank, wrote in a recent research report. A clear national security threat.” Another strong piece of evidence is that Japan’s Sony and California-based Chinese company OmniVision have also obtained licenses to supply Huawei with CMOS image sensors used in Huawei smartphone cameras key components.
Not to kill Huawei, but to suppress China’s 5G
Based on the aggressive attitude and uncaring means of the United States before, the general feeling in the industry in the past was that the United States was trying to force Huawei into a “dead end”. But judging from the actions after that, it seems that this is not the case.
It is reported that since the United States announced the ban on Huawei, more than 300 companies have applied for licenses to allow them to continue doing business with Huawei, and about one-third of them have obtained licenses. American chip companies Intel and AMD are among them. On the evening of October 9, another news came out that TSMC has obtained a license from the U.S. Department of Commerce to continue supplying Huawei, which can help Huawei continue to manufacture some products with mature process technology.
On the whole, the purpose of the US sanctions is more like to prevent Huawei from moving towards high-precision technology, rather than directly killing Huawei. Of course, this high-precision technology mainly refers to 5G.
A semiconductor executive involved in the Commerce Department conversation said the Commerce Department has been telling companies in recent conversations that if you can prove that your technology doesn’t support 5G, or related cutting-edge telecom infrastructure, there is hope of getting a supply to Huawei. goods license.
The Financial Times report also pointed out that executives from two Asian semiconductor companies said they were optimistic at the time about getting a license to supply Huawei. “There are indications that the supply of chips for mobile devices does not appear to be an issue,” said one of them.
The ultimate goal of curbing Huawei’s 5G technology is to curb China’s 5G development.
As we all know, after falling behind in 2G, catching up with 3G, and keeping pace with 4G, China has become a leader in 5G communication technology.
According to a new report by research and consulting firm Strategy Analytics, Huawei, Ericsson, Nokia, Qualcomm and China Mobile are the companies that have contributed the most to the 5G standard. Among them, Huawei’s overall contribution to the end-to-end 5G standard exceeds that of any other company in the world.
According to another report, as of January 2020, there were 95,526 5G patent declarations and 21,571 5G patent families in the world, of which 5G patent families declared by Chinese companies accounted for 32.97%, more than Europe (16.98%). and the United States (14.13%) combined. It is worth noting that two Chinese companies ranked in the top three, Huawei ranked first, and ZTE ranked third. At the same time, the number of 5G patents of ZTE ranked among the top three 5G patents for the first time.
There is no doubt that China has occupied a large voice in the field of 5G technology, and some Chinese standards have become world standards. It is precisely because the United States is worried about China’s rise and overtaking in the 5G era that it will stop and suppress it at all costs.
The fundamental problem is still not resolved
Even if the U.S. government does finally ease the ban, it’s obviously not worth our joy. Relaxing the ban can solve the problem of “survival”, but the development of 5G technology is the key to “living well”. As long as the supply of core components is not fundamentally resolved, we will always be in the hands of others.
As Ren Zhengfei said in his speech during his recent visit to Peking University, Tsinghua University and other schools: “Huawei’s difficulties today are not relying on a global platform to overwhelm the strategic direction to produce breakthroughs, but what is wrong. It is the advanced chips we designed that the basic industry in China can’t produce yet. It is impossible for us to make products and make chips. Just like we are short of food, we cannot grow rice by ourselves. Technological innovation can be based on theory, independently design, It was invented. Just like a car, it has four wheels, and the car is different. The theory can be seen on the Internet, and it cannot be blocked by rivers, oceans, and mountains.”
“Today, we are being suppressed and encircled and suppressed by 200,000 employees. The selfless struggle of 200,000 employees is saving the company’s existence. If there is still a day when we can win, we must not forget the heroes who have worked hard. Cadres and departments at all levels must make Good documenting work, tracing heroes, is to produce more heroes. Heroes are ordinary people, don’t forget them. Forgetting means betrayal.”
The future is very realistic and heavy. Huawei and China’s 5G still have a long way to go!