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