Apple doesn’t have iPhone 12. Huawei’s dream of dominating China’s mobile phones should wake up when the dark moment comes

On September 15, us time, Apple’s annual autumn conference was held as scheduled. Compared with previous years, this conference lacks something touching the G-spot, which can hardly arouse the interest of enthusiasts to forward. Because this time, there’s no new iPhone. < p > < p > since 2012, Apple has been releasing new machines in September. Although the sales of mobile phones are sometimes delayed, the release time almost never changes. < / P > < p > although Luca Maestri, Apple’s chief financial officer, says Apple’s mobile phone supply will be several weeks later than usual. Many science and technology media also followed the briefing, saying that the new mobile phone will be released as early as October. But even if there are problems in the supply chain and mass production, why can’t Apple even do a PPT and a model machine well? After all, even Jia Yueting in the United States can do it. As early as February, Xinguan has already disturbed the normal production order. The United States has to withstand both wildfires and hurricanes because of weather problems. Most Americans are still in the throes of the new epidemic, so most of Apple’s American employees have been working at home, and Apple stores around the world have had to close for some time. Of course, cook is also in retirement age. < / P > < p > and now, the most curious thing about looks is, will Apple come up with a phone that at least meets the normal iteration level in a month? And after the October release, how long will it take for the iPhone 12 to return to service? However, the problems Apple faces can be solved and overcome under the existing conditions. But another technology company that we are more concerned about ushered in a “dark moment” the day before Apple’s launch. On May 15, four months ago, the United States further upgraded Huawei on the basis of listing Huawei in the “entity list” last year. The U.S. Department of Commerce announced that it would strictly restrict Huawei’s use of US technology and software to design and manufacture semiconductor chips, so as to protect the national security of the United States, that is, to upgrade the chip control on Huawei. Under such a ban, Huawei’s OEM factories such as TSMC will have to obtain permission from the United States to contract for Huawei. At the same time, the United States has given a 120 day buffer period. < p > < p > Huawei first decided to cooperate with MediaTek and placed an order of 120 million chips. At the same time, it also paid a settlement fee of 1.8 billion to Qualcomm at the end of July, which seems to be striving for the possibility of cooperation with it. However, on August 17, a new U.S. regulation completely blocked Huawei’s way out. The United States stipulates that any product developed based on the software and technology of the United States can not be used to manufacture or develop parts, components and equipment ordered by Huawei and its subsidiaries. At the same time, 38 Huawei subsidiaries were also included in the “entity list”. < / P > < p > this means that any chip company using US technology and equipment can not cooperate with Huawei and its subsidiaries, nor can they sell generic products to Huawei. This includes chip, technology, equipment, and mobile phone operating system and other software. And the deadline for everything is September 15. < p > < p > because Kirin 9000, Kirin 9905gsoc, Kirin 820, Kirin 985 and other chips all adopt TSMC 5nm and 7Nm technology, so that no manufacturer in the world can meet the production requirements of Huawei Kirin chips. Another Samsung, which can meet the requirements, is unable to provide China with chip OEM services because it needs to use American technology, materials and equipment. < / P > < p > Kirin 9000 is about to become Huawei’s best, and Huawei mate 40 series, which will be released soon, may also become an “out of print” mobile phone equipped with Kirin’s high-end chips. < / P > < p > it is reported that Huawei has prepared about 10 million high-end chip Kirin 9000 for its “last generation”. This is only enough for Huawei to use for about half a year. < p > < p > according to the information he got from the industry chain, Huawei’s Hisilicon chip inventory can only be used at the beginning of next year. Next year, the shipment of mobile phones has been greatly adjusted to 50 million to 70 million units. Since most of the manufacturing equipment of Hisilicon chips comes from the United States, manufacturing is still a problem. < / P > < p > smartphones can be said to be a proud industry made in China in the past few years. In 2019, the global smartphone shipment volume will be 1.371 billion. Samsung, Huawei, apple, Xiaomi and oppo, the top five mobile phone manufacturers, account for 70% of the global smartphone market share. Only Samsung is from South Korea, and the other four are from China. With the application of 5g technology, many analysts believed that China’s smart phones will further occupy the market in the future. < / P > < p > in terms of 5g baseband chips, it seems that only a few companies, such as Qualcomm, MediaTek and Samsung, can normally use 5g baseband chips on mobile phones. But there are one and two. Huawei can be punished today, and Xiaomi can also be punished tomorrow. Chip supply interruption is a sword hanging on the head of domestic mobile phone manufacturers. However, if the mobile phone chips on the market are classified, Hisilicon, apple A-Series chips and Qualcomm snapdragon will undoubtedly be in the first tier; Samsung and MediaTek will be in the second tier, while purple light chips will only be in the third tier. Compared with other processors, there are still many gaps in the performance of the processor. For example, purple light recently released its strongest chip Huben T710 series, the highest 2.0GHz A75 core, and TSMC’s 12NM process. Although the running point has reached 280000 +, it is unrealistic to expect it to compare with 5nm and 7Nm products. < / P > < p > can Chinese mobile phone manufacturers survive without the supply of overseas chip manufacturers? Yes. But can you live better? It’s hard. In the increasingly powerful function of mobile phones, the role of life is increasingly irreplaceable, the loss of high-end machines, the largest and most valuable market. However, it is even more difficult to expect to achieve complete “overtaking on the curve” by 5g communication revolution. After all, Apple claims that the iPhone 12, released in a month’s time, will support 5g. Continue ReadingDeveloped a “plug and play” solar power generation scheme, and “5B” won a $12 million round a financing

Author: zmhuaxia