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Is it a turning point for Huawei to get another supply license from AMD and Intel?

via:博客园     time:2020/9/27 8:25:44     readed:68

Following the September 15 ban on Huawei in the United States


PC only?

Although it seems

Amd said that AMD is one of the processor suppliers of Huawei's notebook computers, and its sharp dragon Series CPU has been adopted by many Huawei laptops. Similarly, Intel's supply license may be limited to Huawei notebook projects.

According to Shenwan Hongyuan Research Report, Huawei early entered the PC market with tablet computers, accounting for 4% of the market in 2018 and 2019. Among them, the main suppliers of notebook chips are AMD and Intel. In 2019, Intel accounted for 67% of its 17.41 million PC chips, and AMD accounted for 33%.

At present, the specific model, quantity and cycle of AMD and Intel are not clear.

However, Huawei's PC business accounts for a low proportion of its consumer business. According to Huawei's financial report in 2019, Huawei's consumer business revenue accounted for 54% of the total revenue in 2019, accounting for half of Huawei's revenue. However, 90% of the revenue contribution comes from smart phones. Obviously, PC business is not Huawei's main business or Huawei's main combat force.

As Chen Yuan (pseudonym), a personage in the industry, pointed out that the United States licensed Huawei to buy chips for trade and industrial technology such as PCs and servers, but the main strategy of cracking down on Hisilicon core chips and 5g infrastructure is still firm.

The founder of a well-known semiconductor company also said clearly that the US government's target of suppressing Huawei is Hisilicon and 5g communication. Intel and AMD supply Huawei with only notebooks or some servers, while PCs are no longer the mainstream market. This does not hurt the theme of the United States. When Hisilicon can be taped and 5g chips can be supplied, which is the real reversal.

How about beauty

And licensing PC business chips in the U.S

The size of the Huawei remains, after all, and the company's dependence on Huawei remains, making it impossible to find Huawei alternative customers to maintain itself in a flash

As previous boston consulting reports have shown, widespread unilateral restrictions on china's access to u.s. technology could greatly deepen and accelerate the erosion of u.s. companies' share, with mature non-u.s. suppliers meeting more than 70% of china's semiconductor needs. In the next three to five years, if the United States continues to comply with the current entity list limits, it will lose 8 per cent of its global share and 16 per cent of its revenue. If the United States completely prohibits semiconductor companies from selling products to Chinese customers, global market share will lose 18 percentage points and its revenue will lose 37%, which actually leads to the decoupling of technology from China. These revenue declines will inevitably lead to sharp cuts in R & D and capital spending and loss of 15000 to 40000 highly skilled direct jobs in the US semiconductor industry. It should not be

While beauty will completely stifle Huawei's ability to develop in the next generation of technology, Cheng Wei (pseudonym), a well-known expert, analyzes that the basic position of beauty is unchanged, restricting Huawei development of the core technology that makes beauty feel like a needle, rather than killing it all. American capital needs to continue to let Huawei help them make money, but only if it fits in

In addition, see, the first round

What is more worthy of careful consideration is that this is the inevitable result of the neutralization of various forces in the United States.

Just as the Tik tok incident, which has been controversial for a long time, has finally come to an end. A well-known blogger mentioned that this overall proves that the United States is not a monolithic entity. It can work together by attracting some people with the same interests. In understanding Wang, everything is a routine. There is nothing that can't be talked about. Fighting is for talking.

Still long

Exactly Huawei too

AMD open

However, Huawei is still startled step by step and needs to step up preparations for the war. Guo Ping, chairman of Huawei, did not disclose the specific chip reserve when he replied to hot issues such as how long the chip reserve can be maintained and how to deal with it in the future. He explained that the United States has been increasing sanctions, and the third revision of legal sanctions has indeed brought great difficulties to Huawei's production and operation, but it was not until September 15 Huawei's emergency storage of various types of chips has been completed in Japan, and the specific data is still under evaluation.

As fo

But even Qualcomm

As for whether Huawei is involved in OEM in order to save itself, Guo Ping emphasized that Huawei has a strong chip design capability, and Huawei is willing to help reliable supply chains enhance their chip manufacturing, equipment and material capabilities. Helping them is also helping us.

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