All for Huawei chips? On the eve of mate 40 release, overseas “pollen” ushered in bad news

As time goes into September, two major spring festival galas in the mobile phone industry are about to start. One is the launch of Huawei’s mate 40 series, and the other is the launch of Apple’s iPhone 12. These two press conferences can be said to be the two with the highest popularity among domestic consumers. One is the domestic high-end flagship, and the other is the benchmark of the mobile phone industry. The tit for tat between the two giants can not help but make many people enjoy themselves. < / P > < p > although the news about mate40 and iPhone has been exposed frequently, consumers are still full of expectations for these two products. Apart from other factors, the two mobile phones will make great progress this year, because TSMC’s 5nm technology has greatly improved the performance and power consumption of Kirin 9000 and A14 chips. In terms of innovation, Huawei mate 40 is obviously much better than the iPhone 12. However, from a practical point of view, the mate40 series has a certain crisis, because the Kirin 9000 chip reserve is insufficient this year, which makes the mate40 series unable to supply for a long time and in a large area as usual. Therefore, in the face of the product reserve advantage, no matter how excellent the product is, the final shipping performance is sure to be the victory of the party with sufficient stock. < p > < p > according to the past situation, Huawei mate40 series will be released in succession at home and abroad, and the interval will not be very long. However, this year’s situation is different. On the eve of the release of mate 40, bloggers said that Huawei mate 40 series will not reach foreign consumers until next year. The implication is that this year’s mate 40 series will not be the first to be supplied to foreign markets, but to domestic users. That is to say, mate 40 series will be monopolized in the domestic market this year, which is definitely bad news for overseas “pollen”. < / P > < p > the reason for this situation is not hard to understand, certainly not because of the system problems that many people say. At present, Huawei’s HMS service has been gradually improved. Although the overall performance is certainly not as good as that of Google GMS, it is definitely not very bad. Because with the increasing number of software developers and developers, ecology is not the reason for Huawei to delay the release of mate 40 series overseas. So there’s only one reason, and that’s the chip. < / P > < p > because the demand for Huawei’s mobile phones by domestic consumers is too large, if Huawei chooses to adopt a two pronged approach, and the domestic and overseas markets will be released at the same time this year, the reserves of Kirin 9000 will undoubtedly not be able to support it. So I think Huawei will choose two solutions. Kirin 9000 chips will be fully supplied to the domestic market this year. If the number of chips is tight, next year it will launch the previously reserved flagship chips of MediaTek, which will be used for overseas market release. This is also Huawei’s best choice at present. However, there are obvious drawbacks and shortcomings in this practice, because giving up the overseas market this year will undoubtedly affect Huawei’s annual shipment volume, and will also give Apple and Samsung two big rivals an opportunity. These two pairs will take this opportunity to divert Huawei’s overseas market and return to overseas market next year. In fact, the sales volume is hard to say. This is Huawei at present The biggest problem. < p > < p > in general, the next two years will be a challenge for Huawei’s mobile phone business. The shortage of chips and the invasion of competitors are all bad news for Huawei. What about you? ASMC, a lithography maker, was one of TSMC’s 14 top suppliers last year