Recently, it has been reported that the tension between Huawei and the United States has intensified, and the former is looking for more effective ways to reduce its dependence on American products in order to seek a new pattern of “de-Americanization”.
As we all know, the world’s most famous 5G mobile chip manufacturers are Qualcomm, Huawei, Samsung, and MediaTek. Among them, Qualcomm, as an American company, is Huawei’s main competitor. Especially in the research and development process of 5G chips and modulation regulators, which are currently the most concerned, the confrontation between the two has always been in full swing. It is naturally impossible for Huawei to choose Qualcomm as the chip supplier for the next low, medium and low-end mobile phone product series.
Therefore, Samsung and MediaTek have become the best candidates for Huawei’s entry-level 5G chips. The reason for the entry-level 5G chip is that Huawei mobile phones are divided into high, medium and low grades. The core chips of the self-developed high-end flagship mobile phone series Kirin 820 and Kirin 990 belong to the high-end 5G chip series, which requires advanced chip technology support. TSMC as its partner for high-end flagship chips.
With the popularity of 5G mobile phones, Huawei will also not give up 5G functions on low-end mobile phone products. If Huawei’s mid-to-low-end mobile phone products are equipped with high-end Kirin chips, it is obviously inappropriate in terms of cost control and cost-effectiveness for consumption. Therefore, choosing Samsung or MediaTek as the supplier of Huawei’s entry-level 5G chips is the best way at this stage.
However, comparing the two, the former is known for its Exynos chips, while the latter also released the Dimensity series 5G chips. They are all leaders in 5G mobile chips.
Among them, Samsung has been the chip supplier of domestic mobile phone Meizu for a long time, and Meizu also gave up Samsung chips last year. One of the main reasons is that it plans to build high-end products, so it has set its sights on Qualcomm Snapdragon chips.
However, MediaTek has occupied most of the domestic low-end mobile phone products market. As early as last year, it was reported that if Huawei wants to launch low-end 5G smartphones and expand its market share of 5G mobile phones, there is no need to spend a lot of economic costs to develop low-end 5G chips, keep investing in research on high-end 5G chips, and low-end 5G chips. The model can directly use MediaTek’s 5G SoC.
In contrast, MediaTek still has a larger advantage, but at present all this is inconclusive, and Huawei has to decide who to choose.
Huawei’s “de-Americanization” is not easy, but not impossible
As to how far Huawei’s “de-Americanization” has come, you can refer to Huawei’s latest P40 flagship mobile phone product. Previously, a reference material of the Guosheng Electronics team on Huawei P40 parts suppliers exposed on the Internet showed that the main parts suppliers of Huawei P40 series modules are as follows:
Main control chip: Hisilicon
Camera: Weir, Sony, Largan, Sunny Optical, Oufeiguang, Luxshare, Qiu Ti Technology
Fingerprint recognition: Huiding Technology, OFILM, Qiu Ti Technology
Appearance protection: Lens Technology, Bourne Optical, Sanhuan Group
Screen: BOE, LGD
Analog chips: Shengbang shares, Weir shares
Battery: Desai battery, Sunwoda
PCB: Pengding Holdings, Dongshan Precision
Heat dissipation: Made by Lingyizhi
Acoustics: Goertek, AAC Technology
Charging: Xinwei Communication
It is not difficult to find that Huawei P40 has basically achieved de-Americanization. However, in previous foreign media reports, XYZone dismantled the Huawei P40 and found that its RF front-end modules were mainly from three US chip companies – Qualcomm, Skyworks and Qorvo, and still did not completely break away from the cooperation with US manufacturers. However, compared with the components of the Huawei P30, the P40 is one step closer to “de-Americanization”, which is mainly reflected in the memory, communication and other sections.
The above is only reflected in the hardware product level. Huawei has also built the Hongmeng OS and HMS ecosystem in terms of software. In general, it is not easy for Huawei to completely “de-Americanize”, but it is not impossible at present.