At an event on September 23, Huawei executives responded to the impact of the "US chip ban" on the company's production and operations, as well as Huawei's current chip reserves... "Huawei ban" on September 15 Effective day. According to the ban, all chip manufacturers need to obtain special licenses before they can continue to supply Huawei, except Intel, AMD and other manufacturers that have previously obtained supply licenses are not subject to this ban. Earlier, because the ban involved chip design and chip manufacturing, the voice of "Huawei mobile phones are hard to find" began to appear in the mobile phone market. Prior to this, Huawei's consumer business CEO Yu Chengdong publicly stated in early August that due to the second round of US sanctions, the production capacity of Kirin chips will not be able to continue. In other words, Kirin chips are facing a crisis of supply cut, which will also cause Huawei's mobile phone shipments in 2020 to be lower than last year. At that time, Yu Chengdong estimated that after the U.S. sanctions in 2019, Huawei had shipped 60 million smartphones less. However, in the first half of this year, Huawei's consumer business smartphone market share ranked first in the world in the second quarter. Under the new round of sanctions, Huawei's chips have been out of stock. He predicts that this year's shipment data will also be Less than 240 million units. How long can the chip last? To B is no problem. The mobile phone chip is "thinking about a way". Regarding the industry speculation caused by the effective ban and the phenomenon of mobile phone price increases, Huawei's rotating chairman Guo Pingjin (23) said at an event that Huawei is currently B business chips are relatively adequate, and mobile phone chips are seeking solutions. "The continuous suppression this year has put a lot of pressure on Huawei's operations. Survival is still the company's main line." Guo Ping pointed out that the escalation of sanctions has had a great impact on Huawei's production and operations. Hundreds of millions of sticks are consumed, and solutions are still being sought. At present, American manufacturers are also actively seeking licenses from the US government. He reiterated that Huawei is willing to adhere to the globalization and division of labor procurement strategy. If the US government allows it, Huawei is willing to continue to purchase US chip products. "We noticed that Qualcomm is applying to the US for a license to supply Huawei. If the US government allows, Huawei is willing to use Qualcomm chips to manufacture mobile phones." Guo Ping said that Huawei and Qualcomm have been cooperating in the field of mobile phone chips. He also said that he is willing to use his own chip design capabilities and is willing to help the trusted supply chain to improve chip design, manufacturing, materials and other capabilities. “Helping them is helping Huawei itself.” Foreign media: Huawei’s cloud computing business can continue to obtain US chips. In fact, Huawei To B business already has a "first line of life." On August 30, reports including Reuters and the Financial Times mentioned that although the ban will come into effect on September 15, Huawei can obtain U.S. chips and chips from Intel and other suppliers that received special licenses last year through the cloud computing business. technology. This means that the To B business has no impact for the time being. This news seems to have been confirmed a few days ago. On Monday, Intel officials responded that they "have obtained a license to supply Huawei." But they did not elaborate on the specific situation. Later, Huawei responded that Intel’s license at the end of last year will not be affected by the two sanctions this year. Another source in the supply chain said that since Intel has obtained a supply license, the company has continued to advance the Huawei notebook project. It is worth mentioning that AMD executives also released comments suggesting that they have been approved to supply Huawei last week, but the related parties have not yet responded, and there is no direct evidence to confirm, so the specific situation remains to be seen. In addition, companies including TSMC, Qualcomm, Samsung, SK Hynix, SMIC and other companies all hope to continue to supply Huawei, and have stated that they have formally submitted an application to the US Department of Commerce. However, because the licensing approval process requires the intervention of multiple departments and agencies in the United States, the procedures are complicated, so it may take 8 months or even more than 1 year for the company that submits the application to get a response. International electronic business conditions will continue to be watched.