Next year, the shipment volume will lose 80%. The future of Huawei's mobile phone business is worrying. Will it disappear?
Fantastic 2020-11-27 03:41:11
although The United States ignores the stability of the world's chip industry supply chain and The loss of revenue of American enterprises is determined to carry out a rogue attack on Huawei , It's already made America eat some “ itself ” The pain of . Even because they are worried that they will be the next target of attack by the United States , A lot of Chinese companies and technology companies in other countries around the world , The gradual divestiture of U.S. capital markets has led to , For us chips, etc High tech stocks have lost a lot of confidence , Us chip stocks and other high-tech stocks have almost collapsed in recent days , It's plummeted by more than a hundred billion dollars . But by contrast , Huawei's situation is even worse . The global smartphone market will shuffle , Huawei may fall from the altar , Next year's shipment is not optimistic .

 Next year's shipment loss 80%, The future of Huawei's mobile phone business is worrying , Will it disappear ?


After TSMC has to cut off its chip OEM service with Huawei next Tuesday , Because of its own technical reasons, MediaTek has no way to provide high-end chip OEM to China . Originally, we can still hope that the domestic SMIC international can come to save the field , But unfortunately , SMIC is a leading chip manufacturer in China , It's also under pressure and containment from the United States . Even now SMIC is developing small-scale mass production at the end of the year “N+1” The chip can be comparable to that of TSMC to some extent 7nm chip , But it can't solve Huawei's dilemma .

 Next year's shipment loss 80%, The future of Huawei's mobile phone business is worrying , Will it disappear ?


According to Huawei's mobile phone shipment in previous quarters , On hand inventory 5nm Chip is far from enough to satisfy Kirin 9000 Needed . So if Huawei hasn't found a way to break through the chip , Once the new machine comes into the market, the inventory will be exhausted , The only consequence is that Huawei is at least finding out 5nm Before chip design or OEM solution , Huawei's high-end mobile phones will become truly out of print in this generation .

 Next year's shipment loss 80%, The future of Huawei's mobile phone business is worrying , Will it disappear ?


 Next year's shipment loss 80%, The future of Huawei's mobile phone business is worrying , Will it disappear ?


And we know that , Why Huawei's mobile phones sell so well around the world , The biggest core competitiveness is its self-designed Kirin high-end chip, and the flagship model is very easy to use , Maybe many people have not used Huawei's flagship model , You can say that , Huawei is now holding several core black technologies , Fluency of high-end flagship models launched each time 、 Durability 、 The appearance can even be directly comparable to Apple's iphone.

 Next year's shipment loss 80%, The future of Huawei's mobile phone business is worrying , Will it disappear ?


If Huawei can't break through the chip dilemma , Will fall into “ Coreless ” Available abyss , Leading to the high-end flagship models that can represent Huawei's brand image and competitiveness “ Out of stock ”, Furthermore, the sales volume of Huawei's consumer mobile phone business will not match the previous one , It is There is a cliff like shrinkage .

 Next year's shipment loss 80%, The future of Huawei's mobile phone business is worrying , Will it disappear ?


Novel coronavirus pneumonia mobile phone sales are not particularly good this year, though the world has been hit by the new crown pneumonia epidemic. , But with the novel coronavirus pneumonia gradually controlled, plus 5G It's already being promoted , According to the forecast of industry analysis organization ,2021 Years and 2022 The global demand for smart phones will rise sharply in . But Huawei's loss of next year's shipment will be close 80%, But Huawei is at this time , Can only helplessly watch the new high continue to miss it , It's a pity . The future of Huawei's mobile phone business is worrying , Some people worry that it will disappear ?

 Next year's shipment loss 80%, The future of Huawei's mobile phone business is worrying , Will it disappear ?


that , overseas market , Samsung will take Huawei out of the position of pin crown again , Apple will not show weakness. It is appropriate to estimate the sales volume of the second place , Huawei may change from first to third or even lower . The domestic market is not optimistic , Even if people mention Huawei's worry again , However, the consumer behavior in the field of consumption will not save a manufacturer because of feelings , The domestic market in the later period of time , Huawei will no longer be among the best , And Xiaomi 、OV And other domestic friends .

 Next year's shipment loss 80%, The future of Huawei's mobile phone business is worrying , Will it disappear ?


therefore , At present, the global smartphone market may usher in a huge reshuffle , Huawei , Can we hold on , Not yet known .
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