For months, Huawei has been shrouded in the cloud of”chip ban”. The upcoming September 15th also indicates that this time the US sanctions are truly”unsolvable.”
With the ban As the deadline for the buffer period is approaching, more and more suppliers have announced that they will stop supplying Huawei. Although these companies themselves have suffered huge losses, they have to terminate their years of in-depth cooperation with Huawei due to the limitations of American technology. In late August, global flash memory chip giant Micron announced that it would suspend supply to Huawei after September 14. Then, at the beginning of September, Samsung and LG announced that they would cut off the supply of screen panels and screen chips to Huawei on September 15. Samsung and SK Hynix also announced that they would no longer supply Huawei with flash memory and other parts.
The impact of the supply chain interruption and the deadliest chip crisis, industry insiders broke the news:Huawei has reduced its mobile phone shipments in 2021 to only 50 million units. Ironically, the global sales of Huawei mobile phones reached 240 million units in 2019. It is worth mentioning that overseas technology media DigiTimes broke the news that Huawei cannot continue to develop its own chips due to the impact of the chip ban. To this end, Huawei’s Hisilicon Semiconductor has stopped chip development. Although the core team has not been disbanded, these engineers are on long-term unpaid leave. Of course, this news was quickly rejected by Huawei officials.
earlier Guo Ping, Huawei’s rotating chairman, once said:Huawei has not given up on the research and development of HiSilicon. Secondly, the earlier exposure of Huawei’s Nanniwan and Tashan plans also refuted the rumors about the current situation of Zhonghaisi. In early August, at the 2020 Summit of the Hundreds, Yu Chengdong also personally stated that Huawei’s future R&D focus will be ecology, basic materials, chip. It can be seen that Huawei has not given up on chips, or even the research and development of chip manufacturing. At the Huawei internal meeting just held in early September, Ren Zhengfei said:Huawei has no retreat, and the only way out is victory.
It is reported that this year Ren Zhengfei frequently visited major domestic universities to recruit talents for Huawei’s next strategy. Huawei has not fallen, but the road ahead has become more difficult.