The chip self-sufficiency rate exceeded 70 ? There is good news from Huawei, and Qualcomm may face difficulties
Although after the reform and opening up, the country's science and technology entered"Fast lane"However, because the semiconductor chip industry started too late, and the idea of "buying while producing, buying and leasing at the same time" prevailed, the domestic chip industry has been relying on imports. In 2018, the number of imported chips alone reached 400 billion, what a huge number! In this case, Qualcomm and Apple, the two American companies, have almost monopolized the domestic mobile phone chip market by relying on leading technology and products, while Apple is firmly in the first place in the world, and they have been in China for many years"Lie to earn"。
But Huawei's Kirin chip was born, completely breaking Qualcomm and Apple's"Pseudo-gain period"In its heyday, Huawei once occupied about 56% of the market share in Chinese mainland, squeezing the local market of Apple, Qualcomm and other companies, and even Apple was forced to reduce its production capacity at Foxconn so as not to be discovered. However, Huawei was soon sanctioned and restricted by the United States, from the list of companies to chip regulations, and the final outcome was: Huawei lost, Apple lost!
However, even in the case of "no core", Huawei did not give in, but chose the path of complete independent research and development. With perseverance and dedication to R&D, Huawei completed the first one at the end of August 2023"Breakthrough", Huawei Mate60 series, equipped with Kirin chips, was sold out within four months, according to statistics, sales reached five million units in just four months, which is completely in short supply! According to reports, Huawei's Mate60 series products have all been made in China, that is to say, China has the ability to manufacture higher-level chips!
What's even more surprising is that Huawei Mate60 series has just been launched, and then Huawei has launched rainbow 900, ascend 910B and other chips, and Huawei nova12 series will also use Kirin 8000 S and 9000 SL, that is, Huawei's low-end models, will no longer use Qualcomm chips! This is not the end, some time ago Huawei released a new news, HiSilicon's poster reads "202 Dream of 40,000 people", it is obvious that Huawei HiSilicon will make a bigger move in the field of chips in 2024!
You must know that up to now, Huawei's ability in chip localization has exceeded 70%, coupled with the cooperation between Huawei and the domestic industrial chain, there have been many breakthroughs, including Goertek Acoustics and Lens Technology, which were once Apple"Abandoned"of companies, which are now expanding their production capacity in factories, are entering"Second Spring"！Obviously, this is Huawei that got the order! With the strong return of Huawei's Kirin core, coupled with the continuous improvement of the domestic chip industry chain, the mass production of Kirin chips, and the glory of Qualcomm will also come to a complete end!
In fact, after Huawei's Kirin core returned to the market, Qualcomm predicted that Huawei would not provide Qualcomm chips until 2024, which would cause Qualcomm to lose 60 million chip orders. In addition, Qualcomm has another problem, that is, Chinese companies have cut about 157 billion chips between 2022 and September 2023, and this number continues to grow, SMIC even claims that more than 75% of orders are provided by local companies, which shows that the localization of domestic chips is gradually improving, and the level of process technology will be further improved! Regarding this, some foreign media even commented: "Qualcomm is really unlucky this time!"
It can be said that Huawei is being used by all parties"Containment"At the time, it can still withstand huge pressure, carry a heavy burden, and continue to increase R&D investment when its income is declining, which is why it can go to this point some time ago! All in all, with the strong return of Huawei's "Kirin Core" and the continuous improvement of the domestic chip industry chain, in the future, domestic chips can be completely self-sufficient and no longer have to fear the United States"Blockade"with"Sanctions"Finish! Please give it a thumbs up.