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Kirin chips are one of the kings of Huawei's smart terminal business, which relies on self-research to achieve self-sufficiency and achieve huge competitive advantages. However, the United States implemented chip rules in 2020, which made it impossible for Huawei to put Kirin chips into production on TSMC production lines. There is no endless road, and Huawei has successfully resurrected Kirin chips in the mainland. After the Kirin 9000S broke the chip situation, the high-call style changed abruptly, but it was too late.
Huawei established HiSilicon in 2004 and has since embarked on the road of self-developed chips. Among HiSilicon's self-developed chips, the Kirin chip is the most important, which is Huawei's SoC processor for consumer terminals such as smartphones and tablets. The synergy between Kirin chips and Huawei's other devices and technologies is very obvious.
Huawei's chips and software can better optimize and maximize the performance of Huawei devices, providing a smoother user experience. Even in the face of Apple, Qualcomm's chips of the same level, Kirin will not be much inferior.
In the past few years, everyone has seen what happened to the Kirin chip, and the restrictions of the U.S. chip rules have depleted the Kirin chip inventory, and Huawei can only purchase Qualcomm Snapdragon 4G processors and move forward with difficulty.
As the so-called endless road, Huawei relies on the mainland industrial chain to resurrect Kirin chips. A Kirin 9000s broke the chip situation and made the chip blockade in the United States invalid. The United States has threatened to investigate this chip, but there has been no news for so many months, and it can be seen that the United States does not know how Huawei did it.
After the Kirin 9000S broke the situation, the sudden change in the high call style began to be anxious. Qualcomm said that it will lose orders for thousands of chips from Huawei in 2024, and bluntly said that Huawei's revenue contribution will be less and less.
Data shows that from 2022 to 2023, Huawei purchased 23 million to 25 million pieces and 40 million to 42 million chips from Qualcomm, bringing Qualcomm a lot of revenue. But Huawei's Kirin chip has been reborn from a cocoon, and it is normal for Qualcomm to lose orders from Huawei.
Since the release of the Mate60 series, Huawei's products on sale have been equipped with Kirin chips. For example, the Matex 5 is equipped with the Kirin 9000S, and the Nova 12 series is equipped with the Kirin 9000SL and the Kirin 8000, etc.
What's even more surprising is that Huawei released the MatePad Pro 132 The tablet is equipped with Kirin 9000W, and this Kirin 9000W, which has not appeared in China, has appeared on the product introduction page of Huawei's overseas official website.
This means that Huawei Kirin is accelerating its return, not only in the domestic market, but also abroad, and Huawei is also ready to return.
Many years ago, due to various restrictions in the United States, Huawei lost Google's Android GMS service, resulting in a rapid decline in the market share of overseas mobile phones. Huawei's inability to source U.S. components also makes it impossible for Huawei to promote overseas markets.
Today's Huawei is ready to go, there is no Android but there is Hongmeng, there are no American parts, and there are domestic parts as a replacement. Qualcomm already knew that Huawei's revenue contribution would be less and less, and it wanted to strive for cooperation, but it was too late.
Huawei's subsequent products will almost all use its own Kirin chips, if there is a Qualcomm Snapdragon processor, but it is likely that it is only a stock product. After the inventory of Snapdragon chips is emptied, it will be the moment when Kirin chips will fully return.
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