Chip giant did not expect, Huawei was cut off for the second time, chain reaction may appear

Huawei’s situation this year can only be described as “twists and turns”. Not only was the 5g business at the beginning of the year rejected by some countries, but even after that, Hisilicon was also cut off from supply by the manufacturer because American technology was used in the manufacturing process. During the period when Huawei was under pressure, TSMC was quite interested in Huawei. Under the further tightening of the rules, it not only did not draw a clear line with Huawei at the first time as Flextronics did at the beginning, but also vigorously strengthened its production capacity to ensure the production capacity and reserves of hyskirin this year. At the same time, it also advised other customers to allocate part of its production capacity to Huawei to ensure its production demand. After that, Liu Deyin, an executive of TSMC, also said that he intended to apply for Huawei’s mobile phone chips as “standard products”, so that Huawei could OEM chips. Although there are some interests involved, TSMC has a “true feeling” for Huawei, especially when the company’s revenue does not decline after the loss of Huawei. < / P > < p > on the other hand, after Huawei was unable to manufacture and produce Hisilicon, MediaTek became Huawei’s “plan B”, and purchasing a large number of MediaTek chips became Huawei’s way out in the next few years. Because the two complement each other, MediaTek needs Huawei’s user base and market share to establish its reputation and help it “turn over” in the 5g era. At the same time, Huawei can rely on MediaTek’s chip products to ensure the stable development of the mobile phone industry. < / P > < p > according to the previous news, Huawei placed a large number of orders with MediaTek, which led to a sharp rise in the revenue of MediaTek. This can be seen from the fact that Huawei’s glory models began to use the chips of MediaTek, which shows that both sides have begun to cooperate. However, what both sides did not expect was that the United States made another move some time ago, and the chip rules were tightened again. Huawei needs permission to buy chips, which is what many people call a second cut-off. < p > < p > as soon as the news came out, MediaTek must have been hurt, because Huawei had already ordered a large number of orders from itself, which led to the delay of orders from domestic OV and Xiaomi manufacturers, and this situation also caused the three domestic manufacturers to be dissatisfied with the practice of the company. But now the occurrence of this situation obviously makes the three domestic manufacturers turn passive into active. < / P > < p > because MediaTek had already ordered a large number of 5g chips to Huawei, it thought it would be able to provide stable supply, but the sudden change of rules made these orders have no owner. So now, MediaTek can only take the initiative to find OV and Xiaomi to cooperate. After all, the three major manufacturers who were dissatisfied with MediaTek are business people, and it is very likely that they will have a “bargain” with MediaTek. However, in the face of such a situation, it can only be reluctantly accepted by the United Nations Development Department, because these orders accumulated by the Department at present are difficult to be sold out in the fourth quarter as usual. Therefore, if the price is negotiated, the United Nations Development Department can only accept the reality, which is also a “chain reaction”. < / P > < p > it is not difficult to see that Trump’s decision directly “blew the pot” for MediaTek. At the same time, the failure of continuous cooperation with Huawei also led to the failure of the joint venture’s anti ultra high pass plan. Trump’s restrictions on Huawei this time are for the sake of Qualcomm. < / P > < p > because the company had “filed a complaint” before, strongly expressed the harm of allowing MediaTek to get Huawei’s order, and tried to apply for the opportunity to cooperate with Huawei. But the current situation is that since Qualcomm can’t get it, no one can get it easily, and they have to apply. In this way, there will be no complaints from Qualcomm and MediaTek will not take advantage of this opportunity to rise. Instead, it will be in trouble. We have to say that there is something wrong with this move. < / P > < p > generally speaking, Huawei is facing some difficulties. Hisilicon is “hard to use with a core” and other chips are “not available”. All kinds of situations are undoubtedly aimed at Huawei. I don’t know what measures Huawei will take in the future. Huawei has finally made a choice! Xiaomi and ov have also followed up. Have you ever thought about today?