Chip is in a hurry! TSMC’s stock of 10 million pcs is only half a year. Huawei’s share of mobile phones may fall behind Apple’s

Previously, Kirin 9000 chip was confirmed to be in Huawei’s latest mobile phone mate 40 series. Recently, a poster about Huawei mate 40 has been exposed on the Internet. < / P > < p > although this mobile phone has some commemorative significance, it may not be available at that time. According to media reports, Huawei is trying its best to increase its chip inventory before September 15 to prepare for the “suspension of supply”. However, due to the limited production of Kirin 9000 chips, Huawei has recently reduced the number of orders for mobile phone mate 40 by as much as 30%. < / P > < p > according to the industry chain, TSMC is producing Kirin chips for Huawei 24 hours a day, striving to deliver all the relevant chips to Huawei before September 14. < p > < p > according to the media in the industry, Huawei has 10 million Kirin chips in stock for TSMC, which can only support the use for half a year at most. The limited number may make Huawei mate 40 series models very popular. It may be sold out in the early stage, but it may need to increase the price in the later stage. However, Huawei’s global mobile phone shipments are inevitably affected. According to the Research Report of strategy analytics, an international market research organization, in 2020, Samsung Electronics will ship 265 million mobile phones, accounting for 21% of the market share, while Apple will ship 192 million mobile phones, which will increase its market share to the second place. By comparison, Huawei will ship 190 million mobile phones, ranking third. < / P > < p > the agency also pointed out that when Huawei runs out of chip inventory, its high-end mobile phone market share will face greater uncertainty. Other handset manufacturers may benefit from this. < / P > < p > Huawei is not only affected by the lack of semiconductor components. According to a source quoted by the media on September 7, Huawei began to sell its TV product “smart screen” of Huawei and glory brand to the market in 2019, which also carries chips of its own design. Huawei has also cut its TV production orders by 30% – 40% because it cannot obtain enough semiconductor components for TV production. The source also pointed out that if the source of semiconductor components cannot be solved, Huawei’s new TV business may be affected. < / P > < p > although the external restrictions have brought challenges to Huawei’s business, they are also driving Huawei to “go upstream” and look for opportunities in the crisis. Facing the production side problems, Huawei’s business is facing a huge adjustment. < p > < p > in addition to mobile phones, Huawei is planning to launch more consumer electronics products, such as PCs, tablets, smart speakers, smart glasses, smart wearable devices, etc. < p > < p > in the semiconductor field closely related to the company’s products, Huawei plans to lay out the whole industry chain of chips. At the international consumer electronics exhibition in Berlin on September 3, Yu Chengdong, CEO of Huawei’s consumer business, said that he would take root in the semiconductor field in an all-round way and break through many aspects of the semiconductor industry, including EDA design and technology, materials, manufacturing, packaging and testing, etc. < / P > < p > in the face of the situation that high-end chip products rely heavily on foreign technology and need to be imported from abroad, the state is also actively supporting the domestic semiconductor industry, hoping to realize the localization of high-end chips. For example, recently released policies have given greater support to the semiconductor industry in the past, with the goal of increasing the self-sufficiency rate of domestic chips from 30% to 70% within five years. Straight screen S20! Samsung Galaxy S20 Fe exposure: 1Hz high brush + snapdragon 865