This is also the most fatal is to want to Huawei's self-developed chip blocked, due to the lack of domestic technology, in many high-end chip field, we are dependent on Western technology, that is, the technical barriers, Huawei is the largest chip self-development capabilities of domestic enterprises, compared to other domestic enterprises, and one of the biggest technological advantage of Huawei's self-developed chip capabilities.
Huawei's three main business is divided into: carrier business, consumer business, enterprise business, and these businesses are based on the competitiveness of self-research chip, Huawei in the carrier business in the self-research 5G base station chip, consumer business in the cell phone chip, as well as enterprise business in the enterprise service chip, etc., and the road of self-research chip is blocked, the future development of Huawei with a serious impact.
According to the media, the company's future development will be seriously affected.
According to media reports in the first three quarters of this year, Huawei's net interest rate and sales growth rate have declined, in which the sales growth rate fell from 24.4% to 9.9%, plummeted nearly 60, if the development in accordance with this, it will gradually become negative growth, then in fact, all the root causes of the chip, in fact, the chip problem has long been a lesson learned from the past, the previous ZTE by the U.S. suppression, and then also to pay out a After the huge payout, ZTE is also a stumble, the major businesses have declined.
As early as August and September of this year, there was a relevant precursor, when there were media reports that Huawei and Glory because of the problem of shortage of goods. This led to a price hike by channel players.
Huawei's cell phone business accounts for a large part of revenue, from Huawei's annual report in 2019, it can be seen that Huawei's consumer business occupies 467.3 billion yuan, for the first time, accounting for 50% of the total, and if you can't solve the problem of Huawei's chip, this will also lead to Huawei's cell phone market share, and the reduction of revenue.
Of course, Huawei has long been aware of this problem, Ren Zhengfei left a good "backhand", Huawei's official also said that it has prepared a "spare tire", Huawei at the end of last year to TSMC additional 5G base station core Big Dipper chip orders, is expected to be stored more than 2 million. The storage of more than 2 million 7nm Tiangang chips, which can ensure that Huawei's main communications business at least 3 years of normal development.
Huawei is also preparing the backhand early to ensure the normal development of the business, to develop new battlefields, and to achieve steady growth in revenue.
First, hongmengos
Many people think hongmeng is just a cell phone operating system, but this is actually one-sided, hongmengos is to achieve the interconnection of everything, the phone is just one of them, and Huawei is also released hongmengos 2.0 before, it is expected that at the end of this year may be equipped with a cell phone, our common home appliances, tablets, automobiles can carry hongmengos system, to form a complete
This is the first time I've ever seen a phone with the same name.
Second, the Kunpeng server
Server is the cornerstone of all Internet business, all of our games, APP, office systems, etc. need to run on top of the server, it is expected that China's server market is close to a trillion dollars.
The Kunpeng server is Huawei's self-developed server architecture, from the underlying chip to the architecture are Huawei's own research and development, the current market share of servers based on Huawei's Kunpeng architecture has been more than 50%! And the future is the era of 5G and big data, the calculation and storage of data requires a large number of servers, and the market will continue to grow.
Third, notebooks and other business
Huawei's consumer business is extensive, cell phone chips are blocked, but the notebook business chip is not, AMD and Intel can still supply cpu chips for Huawei, Huawei is also able to carry their own unique technology in Huawei's laptop business, and Huawei's laptop business is also growing, market share and The company's business is growing, and its market share is increasing, and it is expected to surpass Lenovo next year.
Finally, Huawei, despite the difficulties in the cell phone market, but looking back, we can see that Huawei has entered the various fields are ranked at the forefront, so time is the best witness, Huawei will eventually break this blockade.