According to news from May 16, according to foreign media reports, Japanese professional investigation company Fomalhaut Techno Solutions dismantled Huawei Mate 30 5G mobile phone, analyzed the parts and components based on country, manufacturer and estimated price, and calculated The share of various countries in Huawei's 5G mobile phones.
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According to this report, among the Mate 30 5G mobile phones, the proportion of China-made parts has increased to 41.8%, which is an increase of 16.5 percentage points compared to the proportion of 4G mobile phones before the sanctions. The U.S. components accounted for 11.2%. The Mate 30 5G is directly reduced to about 1.5%, leaving only the less important glass shell and other parts.
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Huawei ’s HiSilicon already has self-developed processors and various IC chips. The most difficult replacements for US companies in the past were antennas and radio frequency parts, mainly controlled by companies such as Skyworks Solutions in the United States. On Huawei 5G mobile phones, this part is gradually being replaced by HiSilicon.
Before this, some British media dismantled the P40 and found that Huawei has largely got rid of its dependence on American companies in terms of components, and they are also pushing Chinese suppliers (national goods), such as flexible OLED screens. BOE supplies it exclusively. The ultra-thin optical fingerprint solution under the screen is provided by Huiding Technology. The telephoto CIS sensor solution is provided exclusively by Howe Technology.
More importantly, Huawei has been involved in the research and development of the PA (power amplifier), the most important device in the RF front-end. It is still no problem that Haisi is self-sufficient in the middle and late stages of 5G.
Some people in the industry bluntly said that the power supply, audio, RF, radio frequency transceiver, SOC, etc. are all Huawei self-developed chips. This shows that Huawei has strengthened chip self-development in its smartphones and accelerated the replacement of foreign devices. At the same time, they vigorously support domestic chip manufacturers. For example, for the first time, they introduced the battery management chip of domestic chip manufacturer Guangdong Xidi Microelectronics and the envelope tracking chip of MediaTek in the flagship machine. In order to reduce the supply risk of US chip manufacturers, Japan, South Korea and Europe The proportion of components is also increasing.
Using American components is not necessary
At the previous P40 conference, Yu Chengdong, the person in charge of Huawei's terminal, said in an interview that Huawei's mobile phones can no longer use American parts, and he also revealed that Huawei's 5G base station is also the same.
Huawei founder Ren Zhengfei made it clear at a business meeting: Huawei ’s 5G base station does not require American components at all. It can survive without American suppliers, and it will expand production next year. But in the end, Mr. Ren still hoped to restore contact with American suppliers. He said: "People still have feelings. We have been in friendship with suppliers for more than 30 years. We can't just make money for us and keep our friends from making money."
According to Ren Zhengfei, technology should not be politicized, and technology should be handed over to businesses and markets, allowing them to choose freely so that everyone can enjoy the progress brought about by technology. He said: "We just use 5G as a base station, don't use 5G as an atomic bomb, it can be used universally."
Self-research system is also exerting force
Last month, Ren Zhengfei said in an interview that Huawei can use U.S. spare parts, but what if others do n’t buy it. The sales volume of Android and Apple operating systems in the world is huge, and consumers are already familiar with these two operating systems. Huawei is a latecomer, and it is difficult for consumers to recognize our operating system.
Ren Zhengfei said that Huawei ’s relationship with Google and Apple is very friendly. Although their mobile phones are not equipped with Android systems, Samsung and other brands of mobile phones are available. Our 5G base stations are sold all over the world. Apple and Samsung brands of mobile phones use Huawei ’s base stations. With ecology. We want to thank Apple and Android, 5G performance is well played, it is equivalent to help us. Android is doing us a favor, and Apple is doing us a favor too. If they don't have their ecology, what's the use of our base station?
Therefore, there is no vicious competition in Huawei's operating system. It just says that when others do not give Huawei a way out. This operating system has only just begun, the Android ecosystem has 2.8 million apps, and the Huawei HMS ecosystem has tens of thousands, with a huge gap. Of course, Huawei's system is developed afterwards, which will have some advantages, but the advantages must be recognized after the consumer experience.
Will Huawei replace all US parts in mobile phones in the future? Ren Zhengfei once said: "No, the United States will always be our good friends. We purchased $ 18.7 billion of parts in the United States last year. In the past, it was only $ 11 billion, which greatly increased the purchase of parts from the United States. The US government also approved Some American companies have supplied us. The proposal of a few American politicians does not fully represent the opinions of the US government. Many US companies have been approved by the US Department of Commerce to supply us with parts. We have no idea of replacing US parts. "
In Ren Zhengfei's view, it is wrong to transfer the industrial chain to the country, because the economy must be globalized. Only globalization will be competitive, and without globalization, there will be no competitiveness. It is impossible for any country to build a full-factor capacity alone. The cost of building a full-factor industrial chain with the strength of one country is very high.
