@Skywatcher
Thanks ,So at least 2 generation behind TSMC and 1 generation from Samsung, not bad at all. 1st and 3rd place by both Chinese
Chinese semiconductor industry
- Thread starter Hendrik_2000
- Start date
- Status
Thanks ,So at least 2 generation behind TSMC and 1 generation from Samsung, not bad at all. 1st and 3rd place by both Chinese
manqiangrexue
Brigadier
There's this line in there:
“Huawei has learned there are unsubstantiated rumours circulating regarding the possible sale of our flagship smartphone brands,” a Huawei spokesman said. “There is no merit to these rumours whatsoever. Huawei has no such plan.”
But I can understand if they do sell. They'd rather get some money from the sale like they did with Honor and invest it into 5G/6G as well as chip fabrication so that in a few years time when Hauwei's chips are ready from prime time, Huawei can launch new lines of indigenized cellphones rather than bankroll and carry as a liability these existing lines for those years. And depending on the sale, Huawei might be able to buy them back when they're ready.
They would deny it if talks still on going. Their Kirin inventory still last them for a little longer.
They shift their main focus on cars and OS while retaining 5g service.
Last edited:
My biggest fear is if they give up on their software ecosystem, HarmonyOS and the AppGallery, and go back to Google Services. The last few years has proven that the Google ecosystem is not reliable and Huawei needs to continue building out its alternative, plus with other Chinese companies also.
There needs to be a concerted push to diversify software away from the US and get more Chinese companies to develop software for the international market. Sale is not a long term solution because, the company that bought your line can be sanctioned in the future as well.
There needs to be a concerted push to diversify software away from the US and get more Chinese companies to develop software for the international market. Sale is not a long term solution because, the company that bought your line can be sanctioned in the future as well.
I don’t think they would give up on the software ecosystem... HarmonyOS is intended to be far more then just being a smart phone OS, and the other applications I.e. a car OS is still progressing and is unlikely to stop just because the top-tier phone market have been hit by sanctions... as for AppGallery it is an App Store, and can act as a third party App Store like other offerings tho it would be far harder to promote without their own devices but not impossible as evident by relative success of third party stores like amazon AppStore... they can continue to build the ecosystem via other directions and ride out the consumer phone chip issues, so I am not too concerned about them giving up on their ecosystem.
Huawei has denied that they're in the processing of selling their smartphone business. So it's hard to know if there is any truth to the rumor.
But let's assume Huawei is willing to entertain the idea of selling all their remaining smartphone business, how would that make most sense strategically other than just selling it to raise some capital?
I would say to sell to other Chinese smartphone makers in exchange for them to adopt HarmonyOS. HarmonyOS is now very strategic to Huawei because it's more than smartphone, it also about cars and other devices as well as building an ecosystem around it. It's the next strategic opportunity and battleground for Huawei. Huawei being a major player in the smartphone manufacturer is an impediment to the wide adoption of HarmonyOS by other Chinese smartphone OEMs. While it has been difficult for Huawei to give up its business in smartphone since it has been so successful, there is now perhaps a good business case to make that selling smartphone business right now before it further shrinks to help its pivot into a strategic system and service provider, much like Google Android but in a much broader space.
It's a difficult decision for Huawei, but sometimes you have to make tough decisions in business.
Having an OS for cars and devices is nice, but it's not a replacement for an OS in mobile phones and desktop computers, especially if Google and Microsoft are going to be allowed to occupy this space. We've seen that control of this space allows the US to basically ban pretty much any software.
Huawei's smartphone brand isn't the issue, there are plenty of other Chinese OEMs with brands. Huawei's software ecosystem (HarmonyOS, AppGallery and HMS) is the issue-- that is the only area where China now has a fledging independent software infrastructure for phones and computers. This is pretty much the only good thing that came out of sanctions. They must hold onto that at all costs because without it, you are back at square 1 and you could get sanctioned by the US at any time.
Hopefully this is just a rumor and it's false.
Huawei's smartphone brand isn't the issue, there are plenty of other Chinese OEMs with brands. Huawei's software ecosystem (HarmonyOS, AppGallery and HMS) is the issue-- that is the only area where China now has a fledging independent software infrastructure for phones and computers. This is pretty much the only good thing that came out of sanctions. They must hold onto that at all costs because without it, you are back at square 1 and you could get sanctioned by the US at any time.
Hopefully this is just a rumor and it's false.
If Huawei is selling, it’s only selling their flagship phones business not their entire phone business. China’s de-Americanised chip production lines are not going to reach parity with TSMC and Samsung in the foreseeable future, not in the next 10 years. So Huawei will have to discontinue its flagship models once its current stock of high-end chips run out. Selling the Mate/P name and the tech now is a good strategy. At least the development team can keep their jobs. Huawei can continue to make mid- and lower end phones with HarmonyOS.
- Status