After the US veto, Huawei’s sales have decreased significantly worldwide. In China they are still strong, but it is clear that not being able to count on Google mobile services has been a blow for the company.
In fact, The United States continues to look for a way to drown Huawei even morebut from China they have seen it coming and have been accumulating components for months to be able to sell between 60 and 70 million mobile phones in 2024. That represents double the units sold last year and, if achieved, it would be an achievement and a new dart to a United States that still does not know how they were able to create the Mate 60 Pro.
Accumulating like crazy to have enough stock of materials and parts
In 2019, trade restrictions from the United States to China began with Huawei as the protagonist. Not only could American companies not do deals with Huawei, but Foreign partners could not sell technology to China either due to the trade veto.
Let us remember that there is both a commercial and technological war underway and the US movements reflect the interest in controlling the technology industry and being the power in this sector.
That said, and despite all the restrictions, the Nikkei Asia media outlet points to a move by Huawei to try to make 2024 the year of “resurgence” of the company, in some way.
Fearing new restrictions due to the movements made with the Huawei Mate 60 Pro and its Kirin 9000s that the US government does not know how they have been able to developthe Chinese company has been purchasing huge quantities of components to manufacture smartphones.
Asia Nikkei states that Huawei requested Qualcomm’s entire annual shipment of 4G chips (they can buy them) in June. It is an unusual movement that is added to other parts, plates, lenses, sensors and other components that the Chinese company has been purchasing recently.
In fact, it is estimated that in the first eight months of 2023, imports from Japan, the Netherlands and the United States reached $9.24 billion, a figure close to $11.4 billion for the entire year 2022. Thus, it seems that Huawei is filling warehouses fearing new restrictions.
In fact, those three countries have recently restricted their exports of the technology needed to create advanced chips. There, however, comes Semiconductor Manufacturing International Corpo, or SMIC, the largest Chinese semiconductor company.
SMIC as the lifeline of the Chinese industry
Let’s return to the Huawei Mate 60 Pro, although without stopping too much because we have already talked at length about this case. When it was launched, Huawei did not mention the SoC it had, but shortly after it was learned that it was a Kirin 9000s. In addition to this SoC, the smartphone assembles parts from SK Hynix, a South Korean company that He doesn’t know how Huawei has gotten both RAM and NAND memorysince they have not sold it to them.
China’s ability to produce 5G chips in 7nm has caught the United States completely off guard
It has been speculated that Huawei had many units of these memory modules purchased en masse before the ban and, therefore, they are still able to mount them in their equipment. It’s a hypothesis, but it matches that idea that Huawei has been buying huge quantities of materials for some time for what it could happen.
The United States thought they could not create a 5G chip in 7 nanometers, but the Kirin 9000s has those features. The architects? SMIC. The company had been developing its 14 and 7 nanometer technology for years, but it was not expected that they would be able to mass-produce chips.
A source close to the company has confirmed to Nikkei Asia that, in fact, SMIC could reach 36 million units of these 7nm SoCs per yeara figure that would increase as its technology and knowledge about the manufacturing process advance.
China is investing a lot of money to accelerate its semiconductor industry and in a recent roadmap they have shown their plans: to reinforce their research and investment to create machines capable of producing advanced chips on a large scale.
And all of this, as you can imagine, is a threat to the United States. So much so that the North American country has declared that the Mate 60 Pro is a threat to national security due to China’s unimaginable ability to create a mobile phone with a 7 nanometer 5G chip when the United States has done the impossible. so that China did not have the necessary machinery and technology.
We will see what happens, but it is clear that the conflict has intensified in recent weeks and is far from over. In fact, It is likely that sooner rather than later we will have news about more severe measures to control the export of Western technology.
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