Yu Chengdong, CEO of Huawei’s consumer business, revealed on August 7 at the 2020 summit of China’s 100 people’s Conference on information technology that Huawei’s chips could not be produced due to the second round of sanctions imposed by the United States. Huawei’s mobile phones have no chip supply recently, and the number of mobile phones shipped this year may be less than 240 million units last year.
Yu Chengdong also said that Huawei will launch mate40 flagship mobile phone this autumn with a new generation of Kirin 9000 chips. However, due to the failure to produce chips after September 15, Kirin 9000 may be Huawei’s last generation of high-end Kirin chips.
on July 30, canalys, a market research organization, released a report that Huawei won the first shipment volume in the global smartphone market in the second quarter. This marks the first time in nine years that a company other than Samsung or apple has led the market.
it was a celebration for Yu Chengdong to win this good result. But he said it was not Huawei’s real strength. On August 7, Yu Chengdong said bluntly: “in the case of the epidemic and two rounds of sanctions imposed by the United States, we are the first in the business of smart phones, but this may not be our real strength.”
Yu Chengdong, for example, is like a swimming competition. “Last year’s round of sanctions is equivalent to tying our hands, and this year’s second round of sanctions is equivalent to tying our legs. We’re wrestling with people
in May this year, the United States upgraded its sanctions against Huawei, and the use of us technologies to produce chips for Huawei must be approved by the United States. Production of Kirin chips used by Huawei mobile phones has been affected.
Yu Chengdong said today that after the U.S. sanctions against Huawei last year, Huawei delivered less than 60 million smartphones, compared with 240 million last year. Huawei’s situation this year is very difficult.
Yu Chengdong disclosed that Huawei will launch mate40 flagship mobile phone this fall, which will carry a new generation of Kirin 9000 chip, and will have stronger 5g capability, stronger AI capability, stronger CPU and GPU capability. “Unfortunately, due to the second round of US sanctions, our chip production can only accept orders before May 15, and production will be closed on September 15.”
Yu Chengdong further disclosed: “this year’s Kirin 9000 chip may be the last generation of high-end Kirin chips. The quantity is very limited, and it is also a pity!”
for Huawei, the number of mobile phone deliveries this year may be less than that of last year. Yu Chengdong said frankly, “because of the second round of sanctions this year, we can’t produce chips. It’s very difficult. We’re all in short supply recently. Huawei’s mobile phone has no chip, no supply. ”
Yu Chengdong said that Huawei has developed in the field of chips for more than ten years. It has gone through such a process, from being seriously backward, to a little backward, to catching up, then to being ahead, and now being blocked. Huawei has invested a lot in R & D and has gone through a very difficult process. However, it is a pity that Huawei has not participated in the field of semiconductor manufacturing, which is heavily invested in capital. “We only do chip design, not chip manufacturing, which is a very big loss for us.”
Yu Chengdong said bluntly: “we have seen some problems. In the depth of China’s industrial chain, in the Internet age and mobile Internet era, there is still a gap between China’s core technology and the control ability of core ecology compared with the United States and other countries. In particular, there is still a gap between the bottom materials and manufacturing equipment and the United States, Japan and Europe. ”
“our chips and core devices have made great progress, but there are still some gaps compared with the United States and South Korea. In terms of terminals, we have advantages in terms of output, but there is still a gap in terms of operating system and ecological platform. ” Yu Chengdong said. “We need to build our ecology, build up our operating system, ecological services, chips, equipment, equipment, and the entire basic system capability. For us, sanctions are painful, but at the same time, they are a major opportunity to force us to upgrade the real estate industry as soon as possible. ”
Yu Chengdong said: “Huawei has also led a group of Chinese enterprises to master some very core technologies. The development of a large enterprise can drive the development and growth of a number of brother enterprises. We should shift from low-end manufacturing to medium and high-end core technologies and manufacturing capabilities to achieve a great leap and leap forward. ”
Yu Chengdong said: “we should realize the innovation and breakthrough of basic technical ability and win the next era. In the era of intelligent full scene, we need to build capabilities in terms of operating system, chip, database, cloud service and IOT standard ecology, so as to make our ecological development. In semiconductor manufacturing, breakthroughs should be made in EDA design, materials, manufacturing, process, design capability, manufacturing, packaging and testing, etc
Yu Chengdong said: “whether it’s overtaking on a curve or changing lanes, we want to take the lead in a new era. There is nothing that can’t be done in the world, only not enough determination and not enough investment. ”
Yu Chengdong also said: “we should encourage more Chinese Internet companies to go global and be able to do global business.” Huawei wants to build a platform. In the field of IOT, Huawei intends to open up the hilink standard for smart home, to be a Chinese standard and a global standard, and to participate in the global competition.
“Huawei’s hilink has received the most extensive support from major home appliance manufacturers in China and overseas. Huawei has provided the hilink interconnection protocol. When many manufacturers can integrate and communicate with each other, they can adapt to all the intelligence of the family very well. ” “Siemens, Panasonic and other big brands are cooperating with us,” Yu said. Among China’s home appliance manufacturers, Huawei and Midea recently signed a strategic agreement to fully support Huawei’s hilink. At the same time, we are working with several major real estate companies to do the pre installation of smart home. In the future, if you buy a house, the hardbound house can have a smart home directly, so it is very convenient. ”
Yu Chengdong disclosed: “the basic protocol layer, application protocol layer, software capability and ecological capability we have built can support China’s IOT ecology to become the world’s leading ecology.”
Yu Chengdong said: “we need to build the core competence of the industry. We should root down to the root and poke the sky upward. Only when the root is deep can the leaves grow. The ecology above should be rich and perfect, so that our Chinese enterprises can earn more money in this industrial chain and participate in global competition. Huawei hopes to provide a platform to enable us to develop continuously without being controlled by others.” American companies begin to give up R & D: who should pay for corporate research?