On May 21, it was thought that at the time of a large-scale outbreak in the United States in 2020, the trump government might be more relaxed in its crackdown on Huawei. It was not expected that on May 15, the U.S. Department of Commerce announced new rules for the upgrading of sanctions against Huawei, extending its black hand to global semiconductor manufacturers to cut off Huawei's chip supply chain.
In response to the escalation of US sanctions, Yu Chengdong, CEO of Huawei's consumer business, said that the US blocked Huawei in order to maintain its technological hegemony. It's true that this kind of behavior in the United States is no different from the bullying of science and technology, but in fact, as the globalization of science and technology develops to today, it doesn't make sense to do so. And the United States underestimates the speed of China's technological development.
After the new US sanctions were issued, TSMC, which has been supplying Huawei, was put on the cusp. It was previously reported that TSMC had rejected Huawei's order, but TSMC responded by saying that it was absolutely false that it would not accept Huawei's chip order any more, which was a rumor of spreading false information. Indeed, for TSMC, they don't want to miss Huawei as an important partner. As for whether to build a factory in the United States, TSMC's president replied that at present, the plan is only a plan, and it is still carefully evaluated by some authoritative experts. At last, there is no final conclusion, but many factors need to be considered to build a factory.
Recently, Foxconn, the world's leading manufacturer, also changed its attitude towards Huawei. Last year, when Huawei was suppressed, Foxconn cancelled Huawei's orders. However, Foxconn's attitude towards Huawei has changed this year. Guo Taiming, founder of Foxconn, said that in the future, Foxconn will support the research and development of Chinese chips and domestic operating systems. He said that it is crucial for any technology company to master the core technology.
This also means Huawei has new partners, and Foxconn needs Huawei's orders in the face of the sharp drop in Apple's mobile phone orders.
Huawei have placed many orders to SMIC in addition to placing a large number of orders to TSMC. Although there is a certain gap between SMIC and TSMC and other chip manufacturers, SMIC has made substantial progress made substantial progress, and SMIC's SMIC N 1 process, which previously indicated a slightly inferior performance to TSMC's 7 nm, has been streaming in the fourth quarter of last year. So even if tsmc is really out of supply Huawei, it is believed that smic can help Huawei tide over the difficulties. ?
Huawei's pace of development in recent years has been so striking that we have completely ignored another technology company, MediaTek.
For a long time, the manufacturers that MediaTek cooperates with are only used in low-end mobile phones, so they are not valued. But last year, the redmi? Note8 series jointly launched by MediaTek and Hongmi was a great success, with sales exceeding 30 million yuan in just eight months.
Recently, MediaTek released the 5g integrated SOC chip Tianji 820, which is also a high-end 5g chip adopting 7Nm process technology, integrating the world's top 5g modem, and making great improvement and Optimization in power saving.
Huawei brand glory was held yesterday
This means that if Huawei chips are cut off in the future, the 5g chip of MediaTek may also be a good choice.
He who gains more helps, but he who loses less helps. Although the United States intends to completely cut off Huawei's chip supply chain, in addition to TSMC, China also has chip manufacturers such as SMIC and MediaTek, which can help Huawei survive well. Maybe in the near future, we can watch the interview of Huawei mobile phone made in China. Let's wait and see.