October 28, 2020

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Huawei’s largest overseas allies have stabilized 7nm chips

Huawei's largest overseas
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According to foreign media reports, Abraham Liu, vice president of Huawei Europe, said the company has faith the heart to continue in the field of European 5G customer service, because Huawei to 5G network to do a lot of preparation and initial investment. Abraham Liu also said that as for individual customers and mobile phone users, we see great difficulties. Huawei has 90 million users in Europe. Google will no longer be allowed to cooperate with Huawei, so Google will no longer release updates for Huawei phones using the Android operating system.

But the base station business is different. China is the world’s largest 5G market. The total number of base stations to be built in 2020 is expected to be 800,000. After deducting the construction last year, the base station market is not only supplied by Huawei. Huawei’s annual Base station shipments are about hundreds of thousands of units.

Based on this, some brokerage analysts believe that the ban will not have a great impact on Huawei’s base station business. Huawei has previously prepared a large number of parts and components, and the base station does not require too high-end technology. Some are 7nm, and many are 28nm and The above process. On the whole, analysts predict that Huawei’s 5G base station-related business can be supported for several years, and there is still time to solve the problem of replacement of chips and parts.

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