Huawei announced the suspension of American chips!Foreign media The situation escalated and the situation fell into chaos
As we all know, in the field of mobile terminal chips, Qualcomm has a pivotal position, before the advent of Huawei's self-developed Kirin chip, Qualcomm's Snapdragon chip series, MediaTek's Tianjie chip series and Apple's A chip series appeared"Three-legged"In the 5G era, Qualcomm's Snapdragon chip series has reached its peak!After entering the 5G era, the Qualcomm Snapdragon chip series has reached its peak, and the Qualcomm Snapdragon chip series has monopolized about 70% of the market.
So far, Xiaomi, OPPO, vivo and many other domestic mobile phone manufacturers have cooperated closely with Qualcomm.
But Huawei's Kirin chip was born, quickly breaking this deadlock, and even at the top of Huawei, there was a general trend of surpassing Qualcomm, how could the United States sit idly by, so it launched a full range of strikes and sanctions against Huawei, and the United States comprehensively ** Huawei on the grounds of protecting national information security, which eventually led to the forced suspension of production of Kirin chips.
In Huawei is about to fall"No cores are available"Qualcomm threw an olive branch and proposed to continue to provide chips for Huawei, but due to the impact of the U.S. chip ban, it was unable to provide Huawei with advanced 5G RF chips, so Huawei's new machines in recent years have been labeled as 4G.
According to statistics, in 2019, the number of chips purchased by Huawei from Qualcomm reached 1500 million, although Huawei's mobile phone business has been seriously affected since then, the order volume has remained above 23 million, and in 2023, after Qualcomm adjusts the Hongmeng system, the chip purchase volume will reach 40 million. For a time, Qualcomm made a lot of money in the Chinese market.
However, Qualcomm did not expect to be in the Chinese market in the past"Earn money lying down"The speed will be so fast.
Biden may not have expected that Huawei, with the help of the United States and its blockchain allies, would successfully break the blockade in only about three years, ending with the return of the Kirin 9000.
For Huawei's Kirin 9000S chip, Techlnsights, a globally recognized semiconductor watcher, evaluated and disassembled it, and according to their teardown, the Kirin 9000S process used in Huawei Mate60Pro reached 7nm, which is even higher than the 5nm Snapdragon 888.
Therefore, with the sudden launch of the Huawei Mate60 series, not only Apple, but Qualcomm will also face a very serious question: will Huawei continue to buy chips?
Qualcomm certainly doesn't want to lose Huawei, a big customer, but that's not the case, because some time ago Huawei suddenly announced that it would stop buying Qualcomm chips.
According to industry analysts, if Huawei stops buying Qualcomm chips, the number of Qualcomm chips in the world is expected to decrease by more than 60 million, and the lost revenue will be astronomical.
Obviously, the return of Huawei Kirin 9000s chip will have a great impact on the entire chip market, after the return of Huawei's terminal business, the mobile phone chip market and the mobile phone market will usher in a major reshuffle, and the loss is by no means limited to Qualcomm, as well as Apple's lack of sincerity in the iPhone series. It's also hard to make money in the Chinese market.
In this regard, foreign media said: The matter has become a big problem. I have to say that the United States underestimated Huawei, the chip ban dealt a fatal blow to Huawei, and the consumer business also fell to the bottom, but Huawei, which has been lying on the back for three years, has been resurrected, and I believe that more Chinese companies will break the embargo in the future, not just Qualcomm and American companies, we will wait and see!