Can Huawei survive the third round of sanctions against Huawei, including 38 subsidiaries?

Recently, the U.S. Department of Commerce launched a third round of sanctions against Huawei, including 38 subsidiaries of Huawei in 21 countries in the “entity list”. Under the latest ban, companies that use U.S. technology or have equipment related to the U.S. are not allowed to provide Huawei and its subsidiaries listed in the “entity list” with any services, including commissioned production, purchase and purchase of spare parts, components or equipment. All subsidiaries listed in the entity list, whether as “buyer”, “intermediate consignee”, “final receiver” or “end user”, participate in the relevant transaction, provided that permission is obtained. This is undoubtedly another “salt on the wound” for Huawei. Can Huawei survive? As soon as the news came out, MediaTek immediately responded to the outside world: the company will comply with the provisions of Global trade related laws and regulations, pay close attention to the changes of us export control rules, and consult external legal advisers to obtain the latest provisions for legal analysis in real time, so as to ensure the compliance of relevant rules. According to the existing information evaluation, there is no significant impact on the short-term operation of the company. < / P > < p > Xiaobian originally thought that Huawei’s adoption of MediaTek general-purpose chip or Qualcomm general-purpose snapdragon processor would not be implicated. Although it was unable to use its own processor, it was not specially provided by using Unitech Tianji general-purpose processor or snapdragon chip. In this way, the United States can “turn a blind eye” on it. After all, Huawei’s mobile phone market share is still non-existent No matter whose processor is used, the United States will make a huge profit from it. However, this move in the United States is likely to completely break Huawei’s hope, because it is difficult for TSMC, MediaTek or Samsung to bypass the technology of the United States. The lithography machines used by TSMC and Samsung are all made by ASML in the Netherlands, while Holland asmer has a close relationship with the United States. In addition, MediaTek does not produce mobile phones Chip companies, like Huawei Hisilicon, are both chip design companies. They mainly provide chip business. In terms of mass production, they also entrust TSMC to produce them. < / P > < p > if the United States has asmall, TSMC and Samsung, it will basically own more than 90% of the entire mobile phone semiconductor industry. If the United States is going to implement this regulation and publish all the details, it means that Huawei will not be able to obtain mobile phone processors from chip design companies or chip agents. < / P > < p > at this time, a small partner will say, didn’t Huawei go to power in May to add more chips? Recently, it was rumored that Huawei also purchased 120 million chips from MediaTek. But I would like to say that Kirin 9000 processor is likely to be Huawei’s last high-end flagship processor this year, while MediaTek’s 120 million chips, which include MediaTek’s high-end, high-end and low-end processors, are not all flagship processors. Based on the current shipment of Huawei’s mobile phones, how long can these processors last? What to do after use? Xiaobian personally believes that this is the “dark moment” Huawei is really facing. Why do you say that? The reason is that if the U.S. Department of commerce is cracking down on Huawei in an all-round way, it is not just the semiconductor industry. Just now, the US Department of commerce also mentioned the commissioned production, purchase and purchase of parts, components or equipment. In terms of Huawei’s 5g infrastructure, will there be technology from the United States or its allies? This is just a small editor’s guess. Although Huawei is the world’s leader in the number of 5g patents, it is not the only one. Just as the parts of the lithography machine are not made by ASML. This is what Xiaobian is most worried about. Will become the biggest “crisis” of Huawei! However, for the word crisis, when the company is in danger, there will also be opportunities. It depends on whether we can survive to seize this opportunity. It has been rumored on the Internet that Huawei has launched the “Nanniwan” and “Tashan” plans. In order to avoid further U.S. sanctions, but did not expect to be so fast, still far from hydrolyzing thirst. < / P > < p > as for whether Huawei can hold on, Xiaobian thinks that Huawei’s mobile phone terminal business will be severely damaged. Once implemented in the United States, Huawei’s mobile phones will inevitably face the situation of “coreless” availability. Unless China’s semiconductor industry technology has a leap forward development and can mass produce high-end mobile phone chips, the chip transition can be carried out smoothly. If not, Huawei’s mobile phones can only use mobile chips that can be produced in China at most, which means it will go to the low-end market. The high-end market is likely to be shared by millet, oppo, vivo and other mobile phone brands. The main source of Huawei is 5g patent fee. These royalties should keep the company alive. Until China’s semiconductor technology really get rid of the technological blockade of western countries. I believe an ancient saying: Heaven will come down to the great responsibility of the people, we must first painstakingly, labor their muscles and bones, starve their bodies and skin, empty their bodies, and act in disorder of their actions. Therefore, they have the heart and patience, and have benefited what they can not. Please be patient and brave. One day, the king will return! The above are all personal opinions of Xiaobian. I wonder if the partners think that Huawei can stick to the blockade this time? Welcome to leave a message, we discuss together, I am a high-tech digital talent, pay attention to me to learn more about digital technology information, we will see you next time. Continue ReadingASMC, a lithography maker, was one of TSMC’s 14 top suppliers last year

Author: zmhuaxia