Qualcomm says it has a license to supply Huawei, but it’s useless without 5G

As we all know, Huawei has been unfairly treated by the United States, and has been “chasing” Huawei for sanctions in the global market, even using long-arm jurisdiction to control Huawei’s 5G development. Not only does it require TSMC not to be a OEM for Huawei, but also requires chip companies such as Qualcomm not to supply Huawei. I just want to further curb Huawei’s technology research and development capabilities and its ability to expand the 5G market, and I want to use the way to deal with ZTE to make Huawei’s development difficult. But Huawei is not ZTE. Although Huawei is powerless in terms of final manufacturing, when our company realizes this problem, it will continue to invest in manufacturing, especially in high-end manufacturing. Huawei can carry it down and stick to it means future opportunities.

As we all know, Huawei has now reached the forefront of the world in wafer (chip) design and has top wafer design capabilities, but because China’s domestic chip manufacturing capabilities are not strong enough, Huawei used to rely on TSMC for foundry, but now U.S. policy restrictions make it impossible for TSMC to OEM for Huawei. Huawei suffers from first-class wafer design technology research and development capabilities, but cannot convert its own designs into products. It is precisely because our manufacturing companies have no advantages in this regard, the technology gap is large, and it is difficult to achieve technical manufacturing capabilities including 5nm level, which has caused Huawei to suffer the most serious “stuck neck” incident in history.

This has to be said to be very distressing, because there is no manufacturing technology capability to follow up synchronously, so that our enterprise is controlled by others in this regard. After Mate40, Huawei may fall into a situation where there is no “core” available. There are also rumors in the market that Huawei may sell its own subsidiary, Honor. “Broken Arm Survival” is on the one hand for the development of Honor, and on the other hand, it also reserves power for Huawei itself. Potential buyers such as Digital China and TCL have been reported in the market, but there has been no final news. Regardless of whether Huawei is forced to this level or not, it can be seen that Huawei is still very determined to allow itself to survive first, so that it can have a chance, and only by living can it seek a chance to make a comeback.

Although our current wafer manufacturing capacity has not yet reached the world-class technical requirements, but over time, will we be able to achieve technological breakthroughs and truly overcome the “stuck neck” technology. I believe that our manufacturers can certainly do it. It’s just that at the moment, for Huawei, it is necessary to work hard and accumulate strength.

In addition, we have also seen various rumors recently. Among them, Qualcomm said, “We have obtained licenses (for Huawei) for some products, including some 4G products”. In addition, Intel, AMD, Skyworks and other chip manufacturers have also obtained licenses to supply Huawei. There are also rumors in the market that TSMC seems to have been approved to continue to cooperate with Huawei, but the cooperation is still limited, because many advanced processes are still banned, which means that Kirin cores are still unable to be produced. The Kirin chip is the top priority of Huawei’s development. If there is no cooperation in this area, then even if these manufacturers are supplied to Huawei, there are some technical applications that have “expired” in the corners.

As we all know, TSMC will no longer be able to do business with Huawei after September 15. Although Huawei has some chip reserves before, it is still unable to meet future development needs. However, due to the insufficient number of chips in stock, the supply of the Mate 40 series is not strong, and the phenomenon that one machine is difficult to find in the market is still serious. And some sellers who have stock are also stocking up and selling at a higher price, which invisibly increases some sales burdens. In this regard, Huawei does not have a good way for the time being, otherwise there will be no news that it will sell Honor.

Due to well-known factors, there may be some variables in the future. Because after the new US leader comes to power, it is not clear whether the ban of the Trump administration will continue. It may not support the foundry manufacturing of Huawei’s self-developed chip Kirin, but it may relax Huawei’s restrictions on purchasing wafers, such as Qualcomm’s 5G chips. If this is the case, Huawei can also solve the urgent need. Using Qualcomm’s chips, equipped with Huawei’s own application capabilities, can continue to form an advantage in the industry chain. Once the Kirin research and development can be independently produced in the future, Huawei can also be proud of the rivers and lakes. Of course, because there are still many uncertainties, this is just a good expectation. It may take time to verify what the future holds. For our manufacturing industry, if we don’t want to be stuck, we should increase basic research and capacity transformation, and it is the key to truly implement laboratory results.

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