In the past few years, our private Huawei has risen strongly, not only has its communication equipment surpassed Ericsson, Nokia and other old trust giants, but also achieved the world's first 5G technology, and Kirin chips can be comparable to Apple's A series and Qualcomm Snapdragon.
In terms of smartphones, it has also surpassed Apple many times, and its shipments have rushed to the second place in the world. However, the shot hit the first bird, which led to four consecutive rounds of sanctions by the United States. However, the US did not expect that Huawei would make such rapid progress and begin to accelerate its return!
Since the imposition of sanctions by the United States, the biggest problem facing Huawei is chips. Because the United States implemented a chip ban, it not only cut off the supply of high-end series chips such as Qualcomm and Intel, but also made TSMC stop foundry of high-end chips such as Kirin.
This not only put Huawei in a difficult situation of no chips available for three years, but also caused Huawei's HiSilicon to lose revenue.
HiSilicon not only designs chips, but also sells them. Before the U.S. sanctions, HiSilicon grew so fast that HiSilicon's sales jumped to the 10th place in the world in the first half of 2020, ranking among the world's top 10 semiconductor companies for the first time.
Not only that, in the first quarter of 2020, Huawei HiSilicon's mobile SoC market share surpassed Qualcomm to 43The 9% share became the first in the mainland market. It can be seen from this that Huawei has made great progress in chips before.
Because when Huawei's 5G became the world's first, the US couldn't wait to launch multiple rounds of all-round sanctions.
Even though the U.S. imposed very severe sanctions, Huawei did not give in to this, but calmed down to solve the difficulties it faced. What the United States did not expect was that in just over three years, Huawei's self-developed Kirin chip suddenly returned.
Since the return of the Kirin chip, Huawei's Mate 60 series mobile phones have continued to sell well, while the Apple iPhone 15 series launched at the same time has been directly overshadowed, which has once again proved the strength of HiSilicon's Kirin chips.
With the hot sales of the Mate 60 series, Huawei has continued to increase orders, and it is said that it has raised its overall mobile phone shipment target to 40 million units this year. There is also news that next year's shipment target will be doubled, even to 100 million units.
Affected by the strong return of Huawei's mobile phones, according to data from market research agencies, Apple's mobile phone sales fell by 6% year-on-year.
HiSilicon's Kirin chips are mainly used in their own mobile phones, so the hot sales of Huawei phones have naturally driven the sales of Kirin chips. In this way, Huawei HiSilicon has regained revenue and entered the smartphone AP market again.
Recently, a well-known market research institute announced the global smartphone AP shipment share and sales report for the third quarter of 2023, and the top five global shipments are MediaTek, Qualcomm, Apple, UNISOC and Samsung.
In terms of sales, the ranking has changed, and the top five global rankings are Qualcomm, Apple, MediaTek, Samsung, and Huawei.
Although MediaTek has the largest number of chip shipments, most of the chips are low-end, so it ranks third in sales. Qualcomm and Apple have advantages in high-end chips, so they rank high in sales, and Huawei is in a similar situation to Qualcomm and Apple.
Therefore, although Huawei's chip sales volume has not entered the top five in the world, its sales have ranked fifth in the world. As Huawei's more series of mobile phones are equipped with self-developed Kirin chips, the market share of Kirin chips will be further increased.
In this case, the situation of Qualcomm is even worse, because the 4G chips shipped to Huawei are no longer needed.
Huawei's ability to achieve the return of chips is still due to the continuous increase in R&D investment, which has risen instead of falling even in difficult times in recent years. Recently, the global enterprise R&D investment ranking was released, and Huawei ranked fifth in the world.
Since being suppressed by sanctions, Yu Chengdong has said that he believed too much in globalization and only focused on chip design, so Huawei has continued to increase the research and development of related technologies in the field of chip manufacturing, so there is the return of self-developed Kirin.
Recently, Huawei once again released a new patent involving wafer alignment technology, which further illustrates Huawei's R&D chip manufacturing.
With the hot sales of ** mobile phones, Huawei's performance has also begun to improve. Some time ago, Huawei announced its results for the first three quarters of 2023, with net profit soaring by 205 year-on-year33%。It can be seen that Huawei has basically survived the difficult period of sanctions.
In this regard, some foreign media directly said that Huawei has begun to accelerate its return, and the significance behind it is very significant, because Huawei has achieved more domestic substitutions, such as Mate 60 Pro, domestic parts account for 47%, and the United States has dropped to 2%!
It is worth mentioning that the return of Huawei's mobile phones has also revitalized the domestic related industrial chain, and many companies have grown rapidly.