I wish to share with you a conversation with my good friend
@Oldschool
Hi ansy 1968,
I feel right now China is on right track, especially with the giant Huawei being sanctioned by US so hard, and it has no choice but to fully support domestic semiconductor industry. 10 to 15 yrs ago when I was still in the industry, Huawei was very arrogant toward domestic tech and in general it look down upon them. Huawei believed in western supply chain. Right now, it being attacked by US and forced to turn the corner.
My take on it is too late for it rescue its kirin based high end cellphone.
It buying Qualcomm 4g chipsets and selling 4g phones. It doesn't have 5g phones anymore as it depends on US 5g front end RF chips. It doesn't have those.
US relaxing and allow Huawei to buy auto chips. But Huawei says"No thanks"
It is not going to use any US auto chips.
Huawei turned to other business. As it signed huge contract with Dubai on energy storage. Huawei has inverter and energy technology. But try not make a big deal on the net because if US government awared then they might try to sabotage.
But listing China semiconductor advancement will dent those antiChina fraction confidence.
baijiahao.baidu.com
Here is the important information that @Oldschool post want to highlight.
Today, the media broke the news that the United States has issued licenses to suppliers,
authorizing them to sell to Huawei chips used in auto parts such as video screens and sensors.
So here comes the problem. Huawei is a technology company with underlying technological innovations and poses a major threat to the US's technological hegemony. Prior to this, the United States also restricted Huawei's global development in many ways.
Why did it release restrictions on Huawei's automotive chips this time?
Young Master Chun believes that this more or less illustrates a problem, that is, in the past two years or so, the domestic chip industry chain has achieved tremendous development.
This is how Huawei responded to the US’s lifting of restrictions on Huawei’s automotive chips. Huawei said, “We are positioning ourselves as a supplier of new parts and components for smart and connected cars. Our goal is to help automotive OEMs make better products. Car."
Huawei's response is already obvious, that is, Huawei is not involved in vehicle manufacturing,
but is only a supplier of new parts for automobiles, helping traditional car companies to make cars.
Since Huawei does not make complete vehicles, it is meaningless that the United States is stuck with Huawei's car chips. In order for Huawei to expand the automotive electronics market, in addition to its own internal research, external investment has also become a way for them.
According to Tianyan Check,
Hubble Investment has invested in seven companies so far, mainly doing some work related to automotive chips. In other words, Huawei is now determined to promote the development of the domestic chip industry with a number of domestic technology companies, regardless of whether you restrict or liberalize the United States.
