From Huawei Automobile, fission 10 times well-off;
Huawei Hongmeng, the achievement of 6 times Runhe;
Huawei Euler, prompting 4 times ArcherMind;
Huawei phone case, pull out 3 times the source;
Huawei's computing power has been 4 times that of Tuowei;
Wait, these are Huawei's business cards;Breaking through the foreign blockade and being completely autonomous, from 4G core to 5G core, he represents more than just a mobile phone. It also carries China's semiconductor industry and software operating system.
This time it's a more exciting chip breakthrough.
Huawei's entire industrial chain has been made in China!It involves AI, satellite, lithography, chips, devices, 6G, servers, packaging, and heat dissipation.
It is already a whole domestic chain!
The core reason for the collective outbreak of artificial intelligence is also the release of the Ascend AI computing cluster at l as 900 su p e r c l u s ter after Huawei's breakthrough in computing power, which is a breakthrough in domestic substitution for the entire AI industry. We will continue to focus on Huawei's Ascend Chain and build a second AI option for the world.
Performance: The performance of the Ascend 910 single-chip can be compared with that of the A800
Ecology:Huawei's open-source self-developed AI framework, Mindspore, is maturing in the ecosystem.
customers: Previously, iFLYTEK and China Telecom have begun to purchase Ascend 910 chips on a large scale, focusing on opportunities related to Huawei chain and other AI chips.
Huali Chuangtong, Huawei's strongest satellite. (Satellite chip manufacturing).
Power source information, Huawei's strongest chip. (Core chip**).
J&R Technology, Huawei's strongest device. (Huawei liquid cooling equipment).
Zhongbei Communication, Huawei's strongest 6G. (6G installation and maintenance).
Topway information, Huawei's strongest server. (Hua is the core**).
Kaige Seiki, Huawei's strongest package. (Core Packaging Equipment).
Zhangjiang Hi-Tech, Huawei's strongest lithography. (The strongest lithography machine in China).
Sino-British Technology, Huawei's strongest heat dissipation. (VC core heat dissipation).
The core companies of the related industrial chain:
Huawei optical transceivers: Cambridge Technology, Accelink Technology, Huagong Technology (5G optical module).
Huawei optical devices: Tianfu Communication, Accelink Technology, Mingpu Optomagnetic, Yunnan Germanium Industry (optical chip materials).
Huawei cools: Tsit Wing Technology, Shenling Environment (Huawei accounts for 23% of its revenue), J&R Technology.
Huawei PCB:Shanghai Electric Co., Ltd., Shengyi Technology (Huawei's high-end PGB business), Holitech.
Huawei Storage:BankTrust Technology.
Huawei's computing power: Tuowei Information, Digital China, Sichuan Changhong, Radio and Television Yuntong, Tongfang shares.
Huawei switches: Cambridge Technology, Feiling Kesi, Gongjin shares.
Ascend Server:High-tech development, Digital China, Fiberhome Communications.
Ascend Software:iSoftStone, Chinasoft International, Runhe Software.
Huawei Chain Basic Software:British software, Huada Jiutian.
Huawei Large Model Applications:Runda Medical, Zhiyang Innovation, North Road Intelligent Control, etc.
Other AI chips:Haiguang Information, Cambrian.
Flexible Choice-AI Computing Power Leasing:Hengrun shares, Yunsai Zhilian, Hongbo shares, etc.
Jiaxun FeihongHuawei's Pangu AI application partner is the No. 1 railway partner, and the railway is about to implement 5G-R frequency, and the update space will bring more than three times the increase in business volume, and continue to repurchase shares, which has long-term value.
Wanrun Technology:Deeply bound to Yangtze River Storage, it is more imaginative in the storage sector.
Huawei Pan-Satellite Communications:
From last year9month,Huaweimate50Began to support Beidou message,To this yearMate60 Pro supports Tiantong voice call,In addition to the most direct special chip** business Huali Chuangtong electrical chip,A chain of pan-satellite communication has always spread out and performed together。
Pan-satellite communication: Huali Chuangtong (Tiantong), electrical chip (Beidou short message);
Low-orbit satellite communications: SIEMIC Mobile, Genew Technology, Shanghai Hanxun, Chengchang Technology, Creative Information, etc.
Focus: Zhenyou Technology(Elasticity).
1.The core network provider of domestic satellite communication ground base station has participated in the high-orbit information customs station in the early stage, and the subsequent increase in Tiantong users (catalyzed by Huawei mobile phone satellite communication) is expected to bring expansion business income in the form of license fees
2.The core network of the low-orbit satellite information customs station is expected to be 80 stations, corresponding to a market space of about 8 billion, and it is expected to continue to deliver on performance in the next few years
3.The three major operators may upgrade their ground communication base stations to access satellite services in the future, and the company is expected to directly benefit.
Huawei Starlight
What is Starlight?To put it simply, it is the advanced version of Bluetooth technology led by Huawei, the new independent and controllable short-range wireless communication technology, Huawei is the main chain of the Starlight Alliance, with low power consumption, high speed and low latency. The introduction of Starlight technology may first bring new development opportunities to the HarmonyOS ecosystem.
Focus: Chuangyao Technology。Chuangyao's Starlight chip has completed tape-out and is currently in the verification stage of function and reliability. The domestic leading advanced version of Bluetooth has just started, and the imagination space for automotive, consumer electronics and other scenarios is broad.