After the Kirin 9000 S broke the chip situation, it suddenly became so high-profile that it was too late!
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Kirin chips are the trump card of Huawei's smart terminal business, which has achieved self-sufficiency and gained a huge competitive advantage by relying on self-development. However, the United States implemented relevant regulations on chips in 2020, resulting in Huawei being unable to produce Kirin chips on TSMC's production line. There is no endless road, Huawei has successfully resurrected Kirin chips in the mainland. After the Kirin 9000s broke the inherent pattern of the chip, the wind that had been blowing suddenly changed, but it was too late.
The Kirin 9000s break the mold, and Qualcomm is anxious.
Huawei founded HiSilicon in 2004 and has been developing chips ever since. Among the series of chips developed by HiSilicon, the most important is the Kirin chip, which is Huawei's SoC processor for smartphones, tablets, and other consumer terminals. The synergy between Kirin chips and Huawei's other devices and technologies is clear.
Huawei's chips and software can optimize and better leverage the performance of Huawei devices, providing a smoother user experience. Even compared to Apple and Qualcomm chips of the same level, the Kirin is not much inferior.
The experience of Kirin chips in recent years, everyone has seen it, the restrictions of the United States chip rules have depleted the inventory of Kirin chips, and Huawei can only buy Qualcomm Snapdragon 4G processors, which is struggling.
As the so-called endless road, Huawei trusts the mainland's industrial chain, so it resurrected the Kirin chip. A Kirin 9000s broke the chip situation, so the chip blockade in the United States failed. The United States has threatened to investigate this chip, but there has been no news for several months, which shows that the United States does not know how Huawei did it.
After the news of the Kirin 9000s broke out, the high ventilation direction suddenly changed and began to be anxious. Qualcomm said that by 2024, it will lose thousands of chip orders from Huawei, and bluntly said that Huawei's revenue contribution will be less and less.
Data shows that from 2022 to 2023, Huawei purchased 23 million-25 million chips and 40 million-42 million chips from Qualcomm respectively, bringing considerable revenue to Qualcomm. But it is also a normal thing for Huawei Kirin chips to be reborn and Qualcomm to lose Huawei's orders.
Huawei Kirin accelerates its comeback.
Since the release of the Mate60 series, Huawei has been selling products equipped with Kirin chips. For example, the MaTex 5 is powered by the Kirin 9000S, the new 12 series is powered by the Kirin 9000SL and Kirin 8000, and so on.
What's even more surprising is that Huawei launched the MatePad Pro 13 overseas2 The tablet is equipped with Kirin 9000W, which does not appear in China, and the relevant information appears on the product introduction page of Huawei's overseas **.
This means that Huawei Kirin is accelerating its comeback, not only in the domestic market, but also abroad, Huawei is also ready to make a comeback.
A few years ago, due to various restrictions in the United States, Huawei lost Google's Android GMS service, which led to a rapid decline in the overseas market share of mobile phones. Huawei's inability to source parts from the U.S. has also prevented it from advancing into foreign markets.
Today's Huawei is poised to take off, without Android, but with HarmonyOS, there are no American parts, and there are also domestic parts as alternatives. Qualcomm already knew that Huawei's contribution to revenue would be smaller and smaller, and it wanted to fight for cooperation, but it was too late.
Huawei's subsequent mobile phones will almost always be equipped with its own Kirin chips, and if there is a Qualcomm Snapdragon processor, it may only be a stock product. When the inventory of Snapdragon chips is exhausted, it is the time when Kirin chips are fully returned.
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