Time:2024-05-18Reading:1214Second
Recently, some media reported that the United States has cancelled the chip licenses of Intel and Qualcomm for Huawei.
The meaning is that Huawei will no longer be able to purchase chips from Qualcomm and Intel this time, whether it is Soc, CPU, baseband chip, RF chip, etc.
For a while, many people said that this had a huge impact on Huawei, especially in the PC industry. After all, Huawei PCs are currently the third largest in China, and 90% of Huawei PCs use Intel CPUs.
To be honest, this is actually a two-way street, with a huge impact on Huawei and also on Qualcomm.
Recently, Qualcomm's Chief Financial Officer (CFO) stated that although the United States does not allow Qualcomm to export chips to Huawei, in fact Huawei will no longer purchase chips from Qualcomm.
So Qualcomm expects that it will not receive any chip sales revenue from Huawei within the next year.
In fact, this is not difficult to understand. Previously, Huawei could only purchase 4G chips from Qualcomm. Now that Huawei's Kirin chips have returned and RF chips have been replaced with domestically produced ones, what is the reason to purchase chips from Qualcomm?
So rather than saying that Qualcomm doesn't sell chips to Huawei, it's better to say that Huawei no longer needs Qualcomm's chips.
For Intel, the situation is actually similar to that of Qualcomm.
Previously, Huawei could not do without Intel, after all, in the CPU field, Intel ranked second, and no one dared to say first. More importantly, Intel's CPU can form the strongest Wintel ecosystem with Windows, and any other ecosystem cannot compete with Intel in the PC field.
However, if Intel does not sell CPUs to Huawei, Huawei will have multiple options. The first option is self-developed, as there are chips such as Kirin and Kunpeng. It is not difficult for Huawei to develop another CPU on its own, and it does not require Windows. Huawei has its own HarmonyOS, let alone domestic UOS and Kirin software, which are also good.
The second option is to directly use other domestic CPUs, such as Longxin, Zhaoxin, Haiguang, Feiteng, Shenwei, etc. These domestic CPUs are also quite mature, and the ecosystem can use HarmonyOS or domestic operating systems such as UOS.
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