but! Huawei has agreed to deliver semi-finished chips, and the supplier is eager to complete the shipment before September 15

Chip supply has become an urgent problem for Huawei, but it’s not only Huawei, but also suppliers. Huawei has many suppliers. The types of chips include not only processor chips, but also 5g mobile processors, RF and display driver ICs, WiFi and key chips. < / P > < p > at present, the biggest supply pressure is probably TSMC, but TSMC has been grasping the production capacity, and TSMC disclosed that it will complete the supply within the specified time limit. With less than half a month to go before the September 14 deadline, it is really a big problem for major suppliers to complete the supply. < / P > < p > the production of a chip is very complicated. Even after TSMC OEM, the rest of the suppliers have to complete the packaging, testing and other processes. Try to ensure the yield of the chip, to ensure that the chip flow to the market is no defect. < / P > < p > in terms of Huawei’s size, since the development of high-end market, immature chips will not be allowed to be carried on Huawei mobile phones. However, the situation is special. As time is coming, Huawei has no choice but to agree to deliver semi-finished chips. According to the Nikkei Asia review, Huawei is working hard to store key chips. In order to ensure that suppliers can complete the delivery within the September 15 deadline, Huawei agrees to deliver semi-finished or untested chip wafers. < / P > < p > among these suppliers, there are key suppliers such as MediaTek, Ruiyu, SK Hynix, Samsung, etc. in addition, daliguang and SunYu optical lens manufacturers are also trying their best to complete the final delivery. It is mentioned in the report that the supply of Huawei’s stored chips can last for two years. < / P > < p > at present, the mate40 series mobile phones to be released by Huawei will be equipped with TSMC 5nm, but only 8 million of them will be produced, which can guarantee the market shipment this year. However, the mobile phone shipment next year will be affected by the shortage of chips and fall into the state of insufficient supply. < / P > < p > Huawei’s agreement to deliver semi-finished products shows two problems. One is the urgent need to establish chip inventory. Even semi-finished products are better than failure to deliver. < / P > < p > the second problem is that suppliers are under great shipping pressure, and a large number of shipping orders may flow to Huawei, but there is no guarantee that all the chips shipped are perfect. Therefore, semi-finished products are used to relieve the shipping pressure and ensure the delivery within the deadline. < / P > < p > however, there were some accidents. Although Huawei agreed to deliver semi-finished products, MediaTek said that it would abide by global trade rules and would not ship semi-finished products to Huawei. For Huawei, the supply chain of MediaTek is very important. Previously, it planned to establish close cooperation with MediaTek. < / P > < p > it is obvious that Huawei is in urgent need of establishing chip inventory, and suppliers are eager to complete the supply. If the delivery cannot be completed or Huawei’s chip reserves are insufficient, what are the impacts? < / P > < p > first of all, the biggest impact is next year’s mobile phone shipment. Some analysts predict that when Huawei runs out of key chips, next year’s mobile phone shipment will drop by 75%, which will be irresistible in two years. < / P > < p > in the end, the chip demand of high-end mobile phones in the market will largely adopt Qualcomm snapdragon. Next year, the price of snapdragon 875 is expected to rise to 1500 yuan, which is such a high cost, because without Kirin’s competitors, consumers can only pay for it. < / P > < p > this is a possible situation in the future market. After all, Huawei’s chips have lost supply. Only by creating mobile phones that don’t need chips can we find another way to return to the peak of the market. < / P > < p > although Kirin chips may be exhausted, Huawei’s direction has never been just mobile phone processor chips. Huawei may focus on analog chips and front-end RF chips. < p > > only 15% of the consumer electronics and analog circuits are used in the market. The front RF chip is an electronic component that converts radio signal into radio signal waveform. The chip belongs to the field of communication technology. < / P > < p > among all the suppliers, no one hopes to lose Huawei as a big customer. The rules of the United States have greatly changed the pattern of chips. Global suppliers, economic scale and market system will be affected. What Huawei can do is try its best to minimize the impact. If a road is blocked, a new one will be opened up until victory is won. New product launch