Source: Man Tianxin
Abstract: Whether the US investigation will cause Huawei to fall into a similar dilemma with ZTE At present, Huawei has more than 2,000 global suppliers, including Qualcomm, Broadcom, ARM, and Intel, among which 26 are top semiconductor companies.
Recently, the brand rating authority Chnbrand released the Chinese customer recommendation index brand ranking in 2018. Huawei has surpassed Apple to become the most recommended mobile phone brand. Last year, Huawei’s revenue was approximately RMB 600 billion, an increase of approximately 15% from the same period last year. Among them, Huawei’s mobile phone sales amounted to approximately 236 billion, and Huawei and Glory series shipped 153 million units throughout the year.
The reason why Huawei can grow so fast, in addition to its own efforts, but also thanks to suppliers behind the silent cultivation. At present, Huawei has more than 2,000 global suppliers, including 26 top semiconductor companies.
In the list of 50 vendors listed by Xiaobian, Foxconn, Qualcomm, DHL, ADI, and Amphenol have received the Huawei Gold Supplier Honor Award for 10 consecutive years.
Huawei 50 Core Supplier List:
1, Foxconn: The world's largest electronic product foundry, has so far in China, Taiwan, Japan, Southeast Asia and the Americas, Europe and other places have more than 200 subsidiaries and agencies. Among them, in the Pearl River Delta region, the Yangtze River Delta region, the Bohai Rim region, and the central and western regions have set up production and research and development bases.
In 2017, Foxconn achieved revenue of NT$4.7 trillion, or approximately US$158.9 billion. Foxconn is Huawei's mobile phone and tablet computer assembly plant. For example, Huawei's MateBook (13/15 inch) series notebooks are manufactured by Foxconn.
2. Qualcomm (Qualcomm): Qualcomm is the world's largest fabless semiconductor company with a 42% market share in the SoC market for smartphones Huawei's standard version of Qualcomm 7 launched in July 2017 is equipped with Qualcomm. MSM8917 Snapdragon 425 quad-core processor.
3, DHL (DHL): The world's leading logistics company with operations in 220 countries and regions around the world, with more than 350,000 employees worldwide. It is a Huawei supply chain partner and provides logistics and transportation services for Huawei. In addition, DHL is also Huawei. The electronic finished products include such services as customs clearance services, packaging, road transport, and ocean freight forwarding.
4, Analog Devices: Founded in 1965, headquartered in Massachusetts, USA, is a global high-performance analog, mixed-signal and digital signal processing (DSP), integrated circuit (IC) manufacturer, the product mainly includes data. Converters, amplifiers and linear products, radio frequency (RF) integrated circuits, power management chips, sensors, and signal processing products.
In July 2016, ADI acquired Linear Technology with a total purchase price of US$14.8 billion. After the acquisition, ADI became the second largest analog IC manufacturer after TI.
5. Amphenol (Amphenol): Huawei connector and cable supplier, founded in 1932, the world's third largest connector manufacturer entered China in 1984, listed on the New York Stock Exchange in 1991, Ann. Ferro acquired Teradyne in one move to further increase its competitiveness in the high-speed communications connector market.
In June 2015, Amphenol announced plans to acquire Singapore-based FCI Asia Trading Co., Ltd. for US$1.28 billion. After merger, Amphino changed its name to Amphenol FCI, abbreviated as AFCI. Amphenol became the third oldest connector in the world through mergers and acquisitions, and is well known in military, aerospace, aviation, and communications.
6, BYD (BYD): In the country, BYD is regarded as a professional auto manufacturer, photovoltaic module and lithium battery supplier. But in fact, BYD started its business with OEM. Now, BYD not only assembles mobile phones for Huawei and Laptops also supply batteries, chargers and other components. For example, the Huawei P9 Plus original charger is supplied by Huizhou BYD.
7. Broadcom (Broadcom): Huawei's chip supplier, Broadcom is the second largest fabless semiconductor company in the world. In 2015, Singapore Semiconductors Ann Wako (An) announced the acquisition of Broadcom for US$37 billion. Avago Technologies' predecessor was The Agilent Semiconductor Division develops analog, digital, and hybrid chips. Broadcom produces chips for about 50% of the world's tablet and smartphones. After the merger of the two companies, Avago retained the name of Broadcom. Just recently, Qualcomm also rejected Broadcom’s $130 billion acquisition offer.
8, Fujtsu (Fujitsu): Japan's information and communication technology (ICT) supplier, formerly known as Furukawa Electric Industrial Co., Ltd., was the world's second-largest manufacturer of hard disk drives for enterprises and the fourth largest mobile hard disk manufacturer.
9, Furukawa Electric (Furukawa Electric Industry Co., Ltd.): Furukawa Electric was founded in 1884, the company is headquartered in Tokyo, Japan, is a large multinational company. Products involved in information and communications, automotive, electronic products, energy, construction, materials and other fields.
10, ARM: The world's largest IP licensing company, the global more than 95% of smartphones using ARM design architecture processor is almost exclusively ARM in the mobile market, such as Google, Apple, Qualcomm, IBM, AMD, TI, NXP. , ST, Infienon, TSMC, Xilinx, Samsung, Nvidia, MediaTek, Huawei, Xiaomi and a large number of manufacturers are among the best in the ARM camp. In July 2016, Soft Bank of Japan spent 24.3 billion British HKD on ARM revenue.
11, Wei (Flextronic): Huawei foundry, established in 1969, is one of the world's largest electronic contract manufacturing service providers (EMS) In 2016, Flextronics became the first foundry to assemble mobile phones for Huawei in India.
12. HRS (Huanyu): Huawei connector supplier, is the world's leading manufacturer of precision connectors, products are widely used in mobile phones, radio communications, measurement equipment, GPS, wireless transmission, Bluetooth devices, automotive and other industries.
In 2001, Hirose Electric opened “Shanghai Representative Office of Hirose Electric Co., Ltd.” in Shanghai. Established in Shanghai in 2003, Hirose Motor Trading (Shanghai) Co., Ltd. Later they opened offices in Shenzhen and Beijing one after another.
13, HUBER + SUHNER: Founded in 1864, headquartered in Switzerland, is a world-renowned supplier of RF microwave cable and connector products. Since 1997, HUBER + SUHNER has been established in Hong Kong, Shanghai, Beijing and Shenzhen. , Shanghai's two factories in China's business are mainly divided into four categories: RF connectors, coaxial cable / cable components, wireless applications (including antennas, TMA, distributed antenna systems, arresters, etc.), fiber optic products and energy, Signal transmission equipment.
14, Huatong (Huatong Computer): Huawei PCB supplier, established in 1973, products covering information, communications, networking and consumer electronics equipment, currently has a production base in Huizhou, mainland China.
15, Keysight (Keysight Technologies): The original Agilent Electronic Measurement Division is a company established by Agilent Technologies Inc. in a tax-free manner to spin off its electronic measurement business. It mainly provides electronic measuring instruments, systems and related software, currently in Beijing, China. There are many branches in Shanghai, Shenzhen, Guangzhou and Chengdu. Last year, Keysight Technologies announced that it will participate in the second phase of China's 5G technology R&D trials with Huawei.
16, Dexun (Xunxun): Huawei freighter, one of the world's largest freight forwarding companies, has now developed into a global supply chain solution provider.
17, Intel (Intel): The world's largest semiconductor company, last year's revenue has been surpassed by Samsung Electronics' latest release of the MateBook pen is loaded with Intel's eighth-generation Core I5, i7 processor.
18, Infineon (Infineon:) born out of Siemens Semiconductor Division, on April 1, 1999 in Munich, Germany formally established in 2000 listed, after 2002 changed its name to Infineon Technologies (hereinafter referred to as Infineon) .
Infineon is the world's leading semiconductor technology company with a wide range of products including microcontrollers, sensors, RF transceiver ICs, radars, discrete and integrated power semiconductors, power supplies and motor control and drives, and NFC. Among them, the glory 6Plus high edition NFC chip is provided by Infineon.
19, Murata (Murata): Murata was founded by Murata in 1944. At the beginning of its establishment, it was mainly engaged in the production of titanium oxide ceramic capacitors. Today, Murata is the world's leader in ceramic capacitors, with an exclusive 40% share in the MLCC market. Markets such as surface filters, communication modules, and clock components also accounted for 50%, 55%, and 75% of the market, respectively.
20, United (MediaTek): Taiwan's IC design company, focusing on wireless communications and digital multimedia technology areas Although Huawei's mobile phones mostly use their own Kirin chips, but because the Kirin two series (Kylin 9 and Kirin 6) are positioned high and medium respectively. Low-end, except for entry-level chips. To reduce costs and risks, Huawei's low-end handsets will still use Qualcomm or MediaTek's entry-level chips.
21. Marvell's (Marvel Electronics): A leading fabless semiconductor company co-founded by Huaqiao Zhou Xiuwen of Indonesia and his wife Dai Weili and Zhou Xiuwu. The company sells more than 1 billion chips per year. The products include processors and storage. , Wireless technology, broadband, Ethernet switch controllers, transceivers, power line communications, system controllers, etc. Customers include RIM, ZTE, Huawei, China Mobile, Microsoft, Seagate, Toshiba, Samsung, Cisco, Hewlett-Packard and others. Last year, Mercer acquired Cavium Inc, a chip maker, for about US$6 billion.
22, Micron (Micron): Huawei supplies memory products, is the largest computer memory chip maker in the United States, products include DRAM, NAND flash memory, CMOS image sensors, other semiconductor components and memory modules for leading-edge computing, consumer products, networks and mobile Portable products.
23, Microsoft (Microsoft): The world's largest computer software provider, Huawei Mate 10 translation technology provided by Microsoft.
24, Mitsubishi Electric (Mitsubishi Electric): Founded in 1921, it is a supplier of electrical products that leads the global market. It is mainly engaged in information and communication systems, electronic components, heavy electrical systems, industrial automation systems, automotive electrical equipment and household appliances. Electrical business. At present, Mitsubishi Electric has wholly-owned and joint ventures in China with more than 30 companies involved in auto parts, industrial automation, household appliances and electronic components.
25, Neo Phontonics (New Fei Tong): Huawei optical communications products, listed on the New York Stock Exchange, is the world's leading supplier of optical communications components, headquartered in San Jose, California, in the United States, China, Japan and Russia R & D and production base, product owners PIC (photonic integrated circuit) devices, modules and subsystems.
26, NTT Electronics: A wholly-owned subsidiary of Japan NTT Group. Its main products are semiconductor laser devices, wavelength conversion lasers, gas detection lasers, and solid European and American lasers. It is the world's leading semiconductor light emitting device supplier.
27, SK Hynix: One of the world's top ten semiconductor companies, the second largest memory chip vendor, mainly for Huawei to provide flash memory products.
28, NXP (NXP): Huawei NFC chip supplier, the world's top ten semiconductor companies, providing high-performance mixed-signal and standard product solutions In 2015, NXP announced its merger with Freescale (Freescale) in 2016, NXP It reached an agreement with Qualcomm and agreed to acquire Qualcomm for US$47 billion.
29, ON Semiconductor (ON Semiconductor): One of the world's largest analog ICs, logic ICs and discrete semiconductor device suppliers, acquired Fairchild Semiconductor in 2016 for US$2.4 billion.
It is understood that ON Semiconductor products for Huawei smartphones include optical image stabilization, autofocus, tunable RF devices, power management IC solutions for cameras and chargers, and protection devices. In addition, ON Semiconductor has also provided Huawei with solutions for solar and high-power applications.
30. Oracle (Oracle): The world's largest enterprise software provider, officially entered the Chinese market in 1989, surpassed IBM in 2013, and became the second largest software company in the world after Microsoft.
31, Qorvo: A mobile, infrastructure and defense application core technology and RF solutions provider from North Carolina, USA, Qorvo reported to provide Huawei's most popular flagship smartphones and mid-range smart phones with innovative RF solutions , including RF Fusion? , RF Flex? , Highly integrated power amplifiers, antenna tuners, advanced filters and mobile Wi-Fi solutions.
32, Rosenberg (Rosenberg): A manufacturer of top-end wireless RF and fiber optic communications technology with almost 60 years of history. Currently, Rosenberger Asia-Pacific companies in Beijing, Kunshan, Shanghai, Dongguan and New Delhi, India, Goa Other cities have established six major R&D and production bases. At the same time, five regional service centers have been established in China, and branch offices have been established in more than ten regions and countries such as Vietnam, Indonesia, Singapore and UAE.
The business areas include: high-speed interconnection solutions for communication equipment, antenna/room division systems for wireless communication networks, automotive electronics, wiring systems for buildings and data centers, test and measurement products, and medical and industrial connection products.
33, AAC Technologies: Established in 1993 and listed in Hong Kong in 2005. Currently, there are more than 40,000 employees worldwide, including 4,206 R&D engineers. AAC has 25 sales centers, five manufacturing bases (Shenzhen, Changzhou, Shenyang, Suzhou, and Vietnam) and 14 R&D centers in China, the United States, Finland, Denmark, South Korea, Japan and Singapore. Revenue was RMB 15.5 billion. AAC Technologies provides Huawei mobile phones with acoustic components including speakers and handsets.
34, SAMSUNG (Samsung): the world's largest semiconductor company, but also the world's largest OLED screen, memory supplier Samsung not only provides Huawei with screen and memory, and even the news that Huawei Hass 7nm orders will be OEM by Samsung.
35, Seagate (Seagate): US hard disk manufacturer, providing hard disk products for Huawei.
36, Sony (Sony): Sony is the world's largest supplier of image sensors, providing CMOS sensor components for Huawei.
Sumitomo Electric Industries, Ltd.: Established in 1897, Sumitomo Electric Industries is one of the world's most famous telecommunications companies. It supplies optical communication devices to Huawei through its Chinese subsidiary SEA.
38, Synopsys, Inc., a leading global leader in electronic design automation (EDA) software tools, provides advanced electronic integrated circuit (IC) design and verification platforms for the global electronics market, dedicated to complex on-chip systems ( SoC's development. At the same time, Synopsys also provides intellectual property (IP) and design services to simplify the design process and speed time-to-market for its customers. Synopsys, headquartered in Mountain View, California, USA, has more than 60 branch offices in North America, Europe, Japan, and Asia.
39, SCC (Shennan Circuit Co., Ltd.): Established in 1984 and headquartered in Shenzhen, China. Mainly engaged in printed circuit boards, packaging substrates and electronic assembly businesses. It is the leading company in the domestic printed circuit board industry. Huawei is its leader. A big customer. In addition, the silicon micro-electro-mechanical system package substrates manufactured by it are also widely used in smart phones such as Apple and Samsung, and their global market share exceeds 30%.
40, Xilinx: The world's leading supplier of programmable logic solutions, Huawei Atlas, a new generation of intelligent cloud hardware platform, is equipped with Xilinx high-performance Virtex UltraScale + FPGA.
41, SPIL (Shanpin): Taiwan's packaging and testing plant, its factory in Suzhou, mainland China is the main seal of Huawei's subsidiary Hai Si's stronghold base in addition to Hass, the plant also to undertake "violet light" IC design company After the order.
42, Texas Instruments (TI): The world's largest manufacturer of analog circuit components, providing DSP and analog chips for Huawei.
43, TSMC (TSM): The world's largest foundry, Huawei's Kirin processor was completed by TSMC.
44, Toshiba (Toshiba): The world's top ten semiconductor companies, Huawei flash memory product suppliers.
45, Western Digital: Huawei hard disk supplier.
46, SYE (Shengyi Technology): Huawei is a leading supplier of high-end PCBs. It has repeatedly won Huawei's "outstanding core supplier" award.
47, I-bright color (Yangtian Electronics): It is a globalized outdoor digital signage multinational company and a subsidiary of AVIC. In November 2017, it won the “Huawei CCP’s core supplier Gold Award”. The largest supplier of control equipment, Huawei's main supplier of telecommunications equipment, and Huawei's TOP-level structural component supplier.
48, ZHONGLIGROUP (Zhongli Group): Huawei cable supplier, formerly known as Tangshi cable factory in Changshu, was restructured into a company limited by shares in 2007, and went public on the Shenzhen Stock Exchange in 2009. It specializes in special cables and optical cables. Photovoltaic products and power station business.
49. Borore: Founded in 1822, it has three businesses: transportation and logistics, communications, power storage and solutions.
50, WUS PRINTED CIRCUIT (Shanghai Shishi Electronics): Established in 1992 and listed on the SME board of the Shenzhen Stock Exchange in 2010. It is mainly engaged in the R&D, design and manufacture of printed circuit boards. Its products are widely used in communications and communications. Equipment and car's printed circuit board.