Since 2019, the US Department of Commerce is included in the so-called quot; entity list. And on September 15, the US chip export ban came into effect. With communication, mobile phones such as mobile phones, the resolution of the consumer business sector is obvious. According to the financial report in the first half of 2021, Huawei operator business sector has exceeded the consumer business sector, and became the main force of the business revenue.
However, entering the mid-2021, for Huawei’s restrictions on chips, there seems to be loose signs. It is reported that Qualcomm has been approved in June, including 4G chips, including Xiaolong 865, 870, 888, etc., etc.. In the Huawei tablet products listed in June, the Qualcomm Snapdragon 870 processor version was also appeared. In addition, as the P50 of Huawei flagship mobile phone, it may also usher in quot in the standard version; special for 4G version of quot; 龙 888, and Kirin 9000 will leave a high-aschanger.
Not only that, according to the news disclosed by Reuters, the United States has approved the relevant suppliers, to Huawei sells automotive chips (mainly for video screens and sensors). And the chip function and the amount of the order involved, there is also an expanded trend. QUOT; chip ban quot; why start loose? Is it good news for the smart car business that Huawei is working hard?
Limited quot; loose quot; quot; unlimited quot; potential 
quot; ban quot; Part of Huawei, but corresponding to the US native chip export business. For example, more familiar mobile phone sectors, although the chip ban makes Huawei’s high-end chips, both procurement, or the independence of the self-developed chip, but also let Qualcomm have again achieved leading position in the Chinese market. However, Huawei’s product is in the terminal, after all, it still occupies a considerable market share. In addition to inventory, Huawei flows into UNACD, and is also a US-enterprise in Qualcomm wants to be absorbed.
While smart car sections, for Huawei, is a new track. So Huawei has also put a lot of energy and financial resources. According to reports in April, Huawei R & D investment in the automotive industry will reach 1 billion US dollars this year, and the R & D team has more than 5,000. Huawei lower quot; after the car quot; the back is the huge car market in China. And in the automotive industry quot; new four quot; context, smart cars grow up globally. In this regard, the Chinese market is undoubtedly in the forefront of the world.
Although Huawei is still unable to compare with Bosch and other auto parts giants, it is equally potential, it has brought an incapacity that cannot be ignored. The amount of effect. After 2019 Huawei entered the intelligent automotive field, it has been established in North Automobile, Chang’an, Guangqi and other car companies. The pokes Alpha S of Huawei and Beiqi cooperation in April this year have been listed.
In this automotive chip procurement, it is reported that the first license first obtained is approximately 10 million US dollars. However, there is news that Huawei has once again filed an application to further increase the demand to a $ 10-20 billion chip purchase quota. And in general, this license is valid for about 4 years.
According to the data last year, my country’s import chip has reached 2.4 trillion last year, and the integrated circuit output is 26,147 million, and the new energy vehicle. The output is 14.56 million. It is conceivable that the market of such a car gauge is required from the economic interest and market potential.
To do quot; not required quot; not equal to quot; do not need quot;
Although quot; loose quot; Huawei is quot; positive quot;, but for Huawei Norty quot; flood beast quot ;. Still first, in the mobile phone industry, in the quot; ban quot; after, Huawei’s mobile phone business has been self-evident. Although only 4G chips are open now, it is also a considerable help for regaining the low-end mobile phone market.
The same is true for automotive plates, currently releasedGive Huawei mainly 28 nm car chip procurement. On the one hand, the car’s size itself determines whether the requirements are not so high, 28 nm is sufficient. In addition, although my country has begun to establish 28 nm chip production lines, the United States has been quite mature for the production of 28 nm chips. Regardless of capacity, cost, etc., it is more advantageous.
Of course, after this wave of banned quot; toss quot; after Huawei and other companies began to strengthen their control capabilities in the industry chain . For example, Huawei has introduced car control system chip unicorn 990a, its 3.5TOPS is already a first-line level of the car level chip. And this chip is said to use the 28nm process technology, which is indeed one of the advantages of the car.
When the control of the industrial chain, the so-called chip quot; ban quot; ban quot; can only continue quot; loose quot; such as mobile phone field, although the current open or 4G chip, but already reported that Qualcomm will provide 5G chip in September. Moreover, Qualcomm’s precedent is before, TSMC and other foundry companies must also strive to join.
That is the same, this open automotive chip (mainly for video screens and sensors), although the function is narrow, the process Process also compare quot; mainstream quot ;. However, there is also a news that the US government issues licensed vehicle chips that can have other components with 5G communication capabilities.
Summary:
Smart car sector is just Huawei in quot; ban quot; after the discovery direction of active changes, the current customer volume and industry specific gravity are not big. But this series of quot; loose quot; signs, also prove that old words quot; eggs can’t be placed in a basket quot; The grasp of the industrial chain determines the right to speak in the market, the heavier words, and the right to weigh the pros and cons, rather than being selected by others. 