A long way to go Huawei independence.
The Financial Times reported that HuaweiP40 was dismantled and found to use components made in the United States, with RF front-end modules mainly from three American chip companies
P40 dismantling reports
Reported that the dismantling mainly by a family named
And it's worth noting that mobile phone manufacturers sometimes use different components in different batches of the same batch of smartphones, and the dismantled phone is the first P40 version to be released.
Lei Feng Net (Public Number: Lei Feng Net) Note: Figure SourceArs Technica
Judging from the disassembly results, the HuaweiP40 parts include Sony lens, LG display panel, NXP NFC chip, Samsung flash memory, Desai battery, Hayes chip, Enzipu's near field communication chip, mainly from China, Japan, South Korea and so on. But there is still a small part of the parts from the United States, mainly RF front-end modules.
The P40 has, however, reduced the use of U.S. components relative to HuaweiP30 components, mainly in memory, communications, and RF chips.
Although parts still contain products from U.S. companies, they also show Huawei determination to try to get rid of U.S.. The research firm's Gavekal Dragonomics technical analyst Dan Wang said:
Changing many U.S. components over a phone design cycle has Huawei shown resilience. The continued use of Qorvo and Skyworks chips also suggests that breaking dependence on US technology is too difficult.
Dan Wang added that RF front-end modules are a form of analog chips and that the United States remains dominant in this area. Huawei will be tested more rigorously as the US strengthens its sanctions on Huawei.
Restricted by the United States
As a matter of fact, the United States has regulated Huawei since May 2019
Lei Feng net note: map source Huawei annual report
The most obvious of these is the change in income. Annual report data show that Huawei2019 net profit reached 62.7 billion yuan, an increase of 5.6 percent over the same period last year; compared with 2018 year-on-year growth of 25.1 percent.
Geographically, Europe, the Middle East and Africa region grew by only 0.7 per cent, compared with a year-on-year growth rate of 24.3 per cent in 2018; the Asia-Pacific region even experienced a 13.9 per cent decline in income. It is not hard to see that Huawei's overseas revenues have been hit, with the impact of consumer-only overseas revenues at least around $10 billion, according to Huawei sources.
To reduce its dependence on the u.s.,Huawei developed a hongmeng OS、 opening HMS, and a reduction in the use of u.s. parts.
It is not impossible to escape
But it may not be easy for Huawei to get rid of America's influence altogether.
Foreign arstechnicaThe paper points out that from Android operating system to RF front-end chip and Arm Holdings chip architecture (Lei Feng net press, Arm architecture is the basis of Hayes chip design), American companies occupy the strategic bottleneck of Huawei mobile phone in many aspects.
A picture shows Xu Zhijun, chairman of rotating chairman Xu Zhijun
However ,Huawei is not without confidence. At the annual report conference ,Huawei chairman Xu Zhijun said:
The Chinese government, I think, will not let Huawei be left alone or ignored. I believe the Chinese government will also take some counter measures. Why not ban the use of 5 G of chips by American companies and base stations and smartphones containing 5 G of chips, various smart terminals in China for the same network security reasons?
That would allow Huawei to buy chips from samsung, taiwan MTK、 china in south korea to make mobile phones. Even at the expense of long-term failure to produce chips, it is believed that there will be many chip companies growing up in china from chips currently supplied by chipmakers in south korea, japan, europe and taiwan.
At the same time, Xu added, once the Pandora's box opened, the global industrial ecology could be a devastating chain of destruction, which could be more than Huawei business
Generally speaking ,Huawei has not been able to decouple from the US altogether as part of the global industrial chain, despite continued repression by the US government.
But it is not difficult to see from the comparison results of the disassembly machine ,Huawei have done subtraction in hardware, and want to fully achieve domestic substitution, although not easy, but not impossible.