Yesterday was July 14. It was a very important time point for Huawei. We all know that the United States gave a ban in May at that time. In order to avoid the loss of profits for chip manufacturers like TSMC, it was given 120 days. Buffer period, but after 120 days, these companies cannot supply Huawei.
The latest news is that both TSMC and Qualcomm have submitted comments to the United States, hoping to continue to supply Huawei after the buffer period. Why should they help Huawei? In fact, it is for the benefit.
If Huawei’s mobile phone business is down, Samsung will inevitably gain more market share. Samsung’s mobile phone business has developed, and there is no reason why the chip will not develop. In the chip manufacturing field, TSMC’s biggest rival is Samsung, and he is willing to see his Has the opponent become stronger? Not only that, but behind Huawei, there are a large number of Chinese mobile phone manufacturers, Xiaomi, VIVO, OPPO, etc., which have a huge market.
At that time, it was not Huawei, but TSMC.
Qualcomm has a lot of intersections with Huawei, including in the field of chips and communications patents.
In the field of base station equipment, Qualcomm has not been involved for a long time, but Huawei can be said to be a must in terms of base station equipment and solutions.
So these are all related to their own interests, and they have reasons to submit such applications.
Just yesterday, Huawei just announced the first half of its business report card. In the first half of the year, its marketing revenue was 454 billion yuan, a year-on-year increase of 13.1%. In the context of the epidemic, while being stuck in the neck, it can also maintain double-digit growth.
There is another data. In the second quarter, Huawei’s mobile phone shipments will likely exceed 55 million units. This data will surpass Samsung and become the world’s first. Of course, we can’t ignore it, because we can’t use Google’s APP, Huawei’s overseas market share is being lost, and more Huawei’s overseas users are turning to Samsung and Xiaomi, these manufacturers. But at the same time, our domestic market is vigorously supporting, and Huawei accounted for 48.7% of the domestic market share in May.