Once again, Huawei is in a hurry, not only is it Qualcomm, but also 95% of the US semiconductor industry!

Since last year, Huawei has always been a thorn in the flesh of the United States. After being chased around the world by the other side, its performance development began to show signs of fatigue. For 5g, the number of published contracts has fallen behind Ericsson. In terms of mobile phones, Google has suspended Huawei’s services, Kirin chip has become out of print, and a large number of overseas mobile phone markets are facing the crisis of loss. < p > < p > after achieving phased results, the goal of the United States has shifted to the field of social networking, and wechat and tiktok have become new targets. The overseas version of wechat will be taken off the shelves after 45 days, and tiktok’s excellent assets have been robbed by several giants. It was originally thought that the move to the social giant would ease Huawei’s pressure, but a new round of restrictions was aimed at Huawei. < / P > < p > on August 17, the revised restriction order appeared. Compared with the past, all 38 Huawei subsidiaries were included in the entity list, and the purpose was not only for the previous chip foundry industry. Although it is expected that Huawei will be targeted, it is still infuriating to completely cut off the supply of Huawei’s third-party chip channels. If there is no accident, the head of the United Development and Research Commission will be the first to be attacked. < / P > < p > it is reported that seven of Huawei’s new aircraft this year will use MediaTek chips, which is Huawei’s helpless choice and Huawei’s best choice. Although MediaTek’s chips can’t become high-end, on the premise that TSMC and SMIC can’t contract for Huawei, MediaTek can provide Huawei with terminal chips, which is of great help to relieve Huawei’s urgent need to lose market share of mobile phones. However, after the upgrade of the restriction order, Huawei’s goal may fail, and the external response of MediaTek seems to be full of helplessness: pay close attention to and analyze changes in import and export rules to ensure compliance with commercial norms. As for what the department wants to express in its response, we should be able to feel it all. < / P > < p > since there is no final conclusion on the cooperation with MediaTek, does Qualcomm, which previously accepted Huawei’s 12.5 billion settlement fee, hope to help Huawei? According to the available data, the market share of Qualcomm in chips has fallen behind that of MediaTek. However, Huawei still sells hundreds of millions of mobile phones this year. With a potential market of 8 billion, the company did not want to stare at it. Finally, it began to lobby for the resumption of supply to Huawei. However, the revised ban now gives the company a “blow in the head”. < / P > < p > why? The ban is not only aimed at the chip supply of Huawei by local enterprises in the United States, but also more importantly, it is an attempt to cut off Huawei’s chip supply chain in the external environment, which is equivalent to isolating Huawei’s mobile phone business directly. It must not be easy for Qualcomm to restore the supply relationship with Huawei. Otherwise, it would not have been lobbying for so many days, and so far there has been no result. < p > < p > in fact, regardless of Huawei, Qualcomm’s domestic market share has begun to decline. It is an objective confirmation that MediaTek can surpass the market share of Qualcomm. In recent years, the dependence of other domestic mobile phone manufacturers on Qualcomm’s chips is decreasing. Vivo and oppo are getting closer and closer with MediaTek in recent years, and even Xiaomi’s latest new machine has begun to adopt the processor of MediaTek. This is a situation that Qualcomm does not want to see. < / P > < p > for Qualcomm, on the one hand, it is unable to supply Huawei, on the other hand, its market share moves to MediaTek. As reflected in the enterprise financial report, the profit in the second quarter decreased by 29%, and the profit in the third quarter decreased by 61%. Therefore, the current situation is extremely unfavorable for Qualcomm. < / P > < p > of course, for the upgrade of the restriction order, it is not only Qualcomm, but also the semiconductor industry in the United States. It should be noted that Huawei’s shipment volume reached 240 million last year. Once Huawei’s access to chips is cut off, enterprises in the semiconductor chain will be affected. After the upgrade of the restriction order, the semiconductor industry association of the United States officially stated its position. A statement posted on their website shows that widespread restrictions on commercial chip sales will cause serious damage to the U.S. semiconductor industry. The semiconductor association says it represents more than 95% of the industry. At the same time, the head of the association said that the sale of non sensitive products in China is conducive to the research and innovation of domestic semiconductors. On the contrary, the strong intervention of external forces will actually affect the normal development of the industry. More importantly, the previous report of BCG shows that the abuse of restrictions on technology trade will end the leading position of the United States in semiconductors. If U.S. semiconductor companies’ global share falls by 30%, China and South Korea are likely to take over. < / P > < p > it has to be said that if the United States insists on its own way, it will not only break the normal business order, but also deliberately target Huawei, a Chinese enterprise, which will cause serious damage to the global industrial ecology. Especially in today’s global economic integration, no enterprise can be alone, and Huawei is not the only enterprise that will be harmed by the butterfly effect. At that time, the consequence was a kind of dignity trampling on the development of science and technology. Continue ReadingVideo Number assistant internal test online! Four functions let you send 1g video on the computer