#Huawei_innovations

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Huawei denies everything The Bloomberg resource published a large article describing how the Chinese government in various ways helps Huawei not only stay afloat under US sanctions, but also actively develop. [caption id="attachment_85236" align="aligncenter" width="780"] Huawei[/caption] For example, journalists discovered a network of enterprises supported by an investment fund of the Shenzhen city government, the purpose of which is to help Huawei create a self-sufficient chip network. The group includes companies specializing in optics, developers of equipment for the production of semiconductors, and even manufacturers of chemical products. China is also sponsoring a $30 billion project to help Huawei build its own chip factories. [caption id="attachment_85237" align="aligncenter" width="780"] Huawei[/caption] The Chinese government actively supports and subsidizes Huawei At the center of the network of state-owned enterprises that are assisting Huawei is an investment fund run by the Shenzhen municipal government. The Shenzhen Major Industry Investment Group fund itself was created in 2019 after the first US sanctions and received direct instructions to support China's chip production efforts and, in particular, Huawei. Separately, Bloomberg says that the Chinese government actually forced the announcement of the Mate 60 Pro smartphone ahead of schedule because it wanted to time the announcement to coincide with the visit of US Commerce Secretary Gina Raimondo to the country. In general, the government actively subsidizes Huawei. According to SemiAnalysis analysts, the scale of subsidies is huge They will build apartment buildings, help with land and will not charge income taxes It is important to note that Huawei denies government assistance, saying that this is all speculation and speculation based on information on the Internet.

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They will be presented on December 5 Huawei has published posters of the Enjoy 70 and Enjoy 70 Pro smartphones, which will be presented on December 5th. [caption id="attachment_85075" align="aligncenter" width="387"] Huawei[/caption] Despite their relation to the same series, the new items are dissimilar in appearance. The younger model is more reminiscent of the flagship Huawei P, while the older one is similar to the Mate line. Technically there will also be many differences. The basic Enjoy 70 will receive the old Kirin 710A SoC, an HD+ screen, a 50-megapixel camera and a huge 6000 mAh battery with 22-watt charging. For its new smartphones, Huawei chose the ancient SoC Kirin and Snapdragon 680. [caption id="attachment_85076" align="aligncenter" width="385"] Huawei[/caption] Enjoy 70 Pro, in turn, will be equipped with a Full HD+ display, a 108-megapixel camera, 40-watt charging with a 5000 mAh battery and a Snapdragon 680 SoC. As you can see, Huawei has not yet completely switched to its own platforms. However, both Kirin 710A and Snapdragon 680 are technically very old solutions, based on Cortex-A73 and A53 cores, except that the Qualcomm platform is produced using a fairly modern 6 nm process technology versus 14 nm for Kirin.

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The department may soon have such tools US Commerce Secretary Gina Raimondo expressed concern about Huawei's latest advances. In particular, the release of SoC Kirin 9000s. [caption id="attachment_64088" align="aligncenter" width="600"] Huawei's[/caption] Raimondo said the report that a Chinese firm has developed advanced chips is "incredibly alarming." She also notes that her department needs additional funds to ensure compliance with the export control regime. We need different tools. We need additional resources for enforcement. We're as tough as we need to be, but we need more resources. The US Commerce Secretary is incredibly alarmed by Huawei's achievements and wants more pressure tools However, Raimondo previously stated in the House of Representatives that she does not see any evidence that China can produce advanced 7-nanometer chips on a large scale. Let us recall that recently data appeared that the Kirin 9000s is allegedly produced according to 14 nm standards, but with a number of improvements. Interestingly, against the backdrop of these statements, the US Secretary of Commerce refused to comment on the progress of the Department’s investigation into the very SoC Kirin 9000s. Separately, Raimondo said she was proud of her department's recent fine against Seagate for trading with Huawei without the necessary permits. Let us remind you that the American Seagate was fined $300 million, and this is the largest fine in history for an American company imposed by the US Department of Commerce.

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Semiconductor factories Huawei partially circumvents US sanctions with the support of Taiwanese companies. [caption id="attachment_62656" align="aligncenter" width="780"] Huawei[/caption] Bloomberg reported that some Taiwanese companies are helping the Chinese giant set up semiconductor factories across the region. The source calls it an "invisible" network of factories. Huawei is creating an “inconspicuous” network of factories throughout China Companies such as L&K Eng., and Cica-Huntek Chemical help Huawei. Technology, the Chinese division of United Integrated Services Co., and others. It's worth noting that TSMC doesn't appear to be involved in this. It is reported that the help of these companies was vital for Huawei in building the most advanced semiconductor factories in Taiwan. Huawei probably wants to do the same thing in China. What will be produced at these factories and using what technical processes is still unknown. Let us recall that there is a version that the Chinese SMIC has not actually mastered the 7 nm process technology for producing SoC Kirin 9000s, but has only improved the 14 nm one.

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The company bought chips from Samsung Electronics, SK Hynix, Kioxia, and Micron As DigiTimes reports, Huawei needs imported memory because the products of Chinese manufacturers have not yet reached the required level. It was the memory chips of the Korean company SK Hynix in the latest smartphones of the Huawei Mate 60 series that raised questions among American regulators, who several years ago banned Huawei from receiving such products. According to DigiTimes, even after the imposition of sanctions in 2019–2020, Huawei Technologies did not stop receiving memory chips from foreign brands Samsung Electronics, SK Hynix, Kioxia, and even Micron Technology, which is headquartered in the United States, through other available channels. These products are included in Huawei smartphones and tablets released over the past three years. Huawei purchased imported memory to bypass sanctions due to the unsatisfactory quality [caption id="attachment_60366" align="aligncenter" width="600"] Huawei[/caption] In August 2020, US export controls went into effect, prohibiting any memory manufacturer using US technology from supplying their products to Huawei. Chinese memory manufacturers YMTC and CXMT complied with these requirements to avoid US sanctions. At the same time, Huawei itself preferred to purchase imported memory. Huawei continued to receive “prohibited” products from foreign memory manufacturers, both from old stocks accumulated before the sanctions came into force and through various indirect routes through third countries and many intermediaries.

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Samsung has already shown such a concept Huawei is already actively eating away Samsung's share in the folding smartphone market, and next year it may even release a new type of such device before the Korean giant.  [caption id="attachment_80746" align="aligncenter" width="780"] Huawei[/caption] Huawei could beat Samsung and be the first to release a smartphone that folds in two places We are talking about a folding smartphone with two hinges, which will fold not in one place, like all current ones, but in two at once. According to TrendForce, the development of such a device in the bowels of Huawei is going well, and the smartphone could be launched as early as March 2024. A similar decision from Samsung is expected next year, but Huawei may be the first. Of course, given the sanctions, Huawei’s limited capabilities and focus on the domestic market, this will not be a problem for Samsung globally, but it will show the world that Huawei can beat its competitor in a market where the latter dominates. 

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TechInsights Data Market research agency TechInsights has published a report on the analysis of the smartphone market in China for the third quarter of 2023. Data shows that smartphone shipments in China fell 5% year-on-year in the quarter. The agency analyzed that the continued decline in supplies was due to factors including weak consumer demand and an uncertain economic outlook. However, the rate of decline stabilized during the quarter, indicating that the market is bottoming out. The Chinese market is expected to begin its recovery path in the coming quarters. [caption id="attachment_79839" align="aligncenter" width="780"] Huawei[/caption] Huawei has surpassed all competitors in terms of growth in China The top five manufacturers by market share are Honor, OPPO (including OnePlus), Vivo, Apple and Xiaomi. Key company indicators: Honor: 11.2 million units shipped, representing 17.6% market share and down 7.4% year-on-year; OPPO: 10.9 million units (17.1%). 10.7% less compared to the same period last year; Vivo: 10.7 million units (16.8%). 25.2% less compared to the same period last year; Apple: 9.7 million units (15.2%). 5.8% less than last year; Xiaomi: 9.1 million units (14.2%). 0.6% more than last year. Deliveries of the remaining companies amounted to 12.2 million units, they occupied 19.1% of the market share, which is 35% more than a year earlier. Huawei's shipments in the quarter rose 50% year-on-year, giving the company a 13% market share.

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iPhone 15 sales are down compared to its predecessor According to Mydrivers, Apple is very calm about the excellent sales of Huawei Mate 60, which does not cause any concern for Tim Cook. Apple CEO Cook confirmed: “Demand for iPhone in the Chinese market is strong. Our iPhone sales in the September quarter set a quarterly record in China. In addition, iPhone ranks four in the top 5 best-selling smartphones in China.” Cook said that while the overall smartphone market may have shrunk, Apple's market share in China increased between July and September. Tim Cook is not worried about the success of Huawei Mate 60 [caption id="attachment_79132" align="aligncenter" width="780"] Huawei Mate 60[/caption] "Long term, I think China is a very important market and I'm very optimistic about it," Cook added firmly. Analysts at Counterpoint Research said last month that they estimated sales of the iPhone 15 in the first 17 days of its launch in China were down 4.5% compared with the same period for the iPhone 14.

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Up to 100 million smartphones in 2024 Due to high demand for the Mate 60 series, Huawei has set its smartphone shipment target at 100 million units next year. This is 40% more than the company planned before the release of the Mate 60 series. Lucas Zhong, an analyst at Canalys, confirmed that Huawei's new Mate 60 series products have "disrupted the market" and allowed the company to become competitive again in its home market. Previously, many analyst firms predicted that Huawei's mobile phone shipments would reach approximately 70 million units next year. According to reports, Huawei's smartphone shipments this year are expected to reach 40 million to 50 million units, up 30% to 70% from last year. The Mate 60 series will ship around 20 million units Huawei Mate 60 smartphones blew up the market [caption id="attachment_79117" align="aligncenter" width="780"] Huawei Mate 60[/caption] Tianfeng International Securities analyst Ming-Chi Kuo previously stated that starting in 2024, all new Huawei models will use new self-developed Kirin processors, and by that time Qualcomm will completely lose Huawei as a customer. According to previous reports, Huawei is clearing out its inventory of older models and preparing to change its product lineup. Huawei is expected to launch several new smartphones in different categories between the end of this year and the beginning of next year.