It has been more than 10 days since the chip was officially cut off on September 15. What is the situation of Huawei?
China's economic observer and dongfang.com reported Huawei's supply interruption for more than 10 days, and the contents are somewhat similar.
First of all, what is the impact of disconnection? From the current situation, 60% of Huawei's business is strongly related to chips, mainly consumer terminal and enterprise business.
According to Huawei's revenue of 454 billion yuan in the first half of this year, the business affected in the whole year is about 500 billion yuan.
However, the impact does not mean that Huawei's business is going to die soon. For chip supply, Huawei has taken various measures to ensure its operation.
First, Huawei has already stocked up a lot of chips,According to Huawei chairman Guo Ping before the position,Huawei's existing chip inventory is sufficient for 2B services (base stations, etc.)In terms of mobile phone chips,Huawei consumes hundreds of millions every year, is still looking for ways, and American manufacturers are actively seeking permission from the U.S. government.
In addition,Not long ago, AMD and Intel respectively agreed to obtain the licenseWe can continue to sell chips to Huawei, so that Huawei's PC business, server, storage array and other businesses are basically OK.
In other aspects, Huawei has indicated that it is willing to use Qualcomm's chips, and MediaTek is also actively applying for a license.
In terms of OEM, TSMC is also applying for a license, but it is difficult to get approval.
How about Huawei's internal operation after the interruption of supply? From the reports of the two families,Huawei and its employees are very calm, they can do whatever they should, and the pace of work has been raised for a long time.
In addition, some employees disclosed that although the business is likely to face difficulties, the company's wages and benefits for employees are not reduced, but increased. Rumors about layoffs are basically rumors.
At present, the salary of Huawei employees is almost twice that of other companies. Of course, the work intensity is also the industry leading level.
In this case, the reaction from the outside may be much stronger than that inside Huawei, especially in the mobile phone channel. Many businesses have taken advantage of this wave of events to hype up the price of mate 30 and other mobile phones.
According to the report, in the building of the Huawei consumer terminal department, there is a sloganIf we want to make the idea of winning a war a kind of belief, there is no way out.
Perhaps this is the best portrayal of Huawei.