The six hot spots of Huawei analysts conference are 5g, cloud computing and AI

category:Finance
 The six hot spots of Huawei analysts conference are 5g, cloud computing and AI


Guo Ping, chairman in office of Huawei, responded to the new round of technical restrictions imposed on Huawei by the United States on May 15, saying that Huawei faces the impact of the entity list of the United States, and the good news is that we are still alive. Huawei has made great efforts to maintain customer supply and gained the understanding of the vast majority of customers.

Guo Ping said that in view of the restrictions on Huawei imposed by the US upgrade, he did not understand why the US continued to increase the restrictions on Huawei imposed by the entity list. Fortunately, we have a plan, and Huawei is confident to find a solution as soon as possible.

Guo Ping also stressed that Huawei has more than 85000 authorized patents, but Huawei will not charge too much patent fees, nor will it weaponize patents, and Huawei will actively participate in the activities of industry standards organizations and make contributions.

At the Huawei 2020 global analyst conference on Monday, Huawei issued a statement on the US Department of Commerces revision of Huaweis direct product rules.

Huawei is in the process of making a comprehensive assessment of the incident, and it is expected that its business will inevitably be affected. The company will try its best to find solutions, and hope that customers and suppliers will work with Huawei to eliminate the adverse effects of this discriminatory rule.

Supply chain

Guo Ping pointed out that although the U.S. continues to block Huawei, Huawei will not move towards seclusion and isolationism, will adhere to the strategy of globalization and diversification, and the U.S. blocking Huawei will also damage the interests of the U.S. itself.

Finally, Guo Ping called on the industry community to work together to maintain market fairness, so as to maintain a global supply chain with division of labor and cooperation.

Standard system

Guo Ping believes that a unified standard system is extremely important to the development of the industry. There are too many independent standards in the United States, resulting in no one in the U.S. wireless operators is currently a competitor of Huawei.

Guo Ping said that the world has formed an integrated and cooperative system, which should not and cannot be reversed. The separation of standards and industrial chain is not beneficial to either party, and will bring serious impact to the whole industry. The industry should make joint efforts to continuously strengthen the protection of intellectual property rights, maintain market fairness, and ensure a unified global standard system and a supply chain system of division and cooperation.

5Gu3001AI

Wang Tao, managing director of Huawei, said he will continue to work with partners to promote the development of digital economy in Europe and deepen cooperation in 5g, AI computing and optical communication.

cloud computing

First, Huawei will integrate the ICT technology it has been working on for 30 years with the cloud to build an end-to-end solution.

Second, Huawei will form its own digital experience into a solution to better serve customers.

Third, Huawei will adhere to the concept of CO creation to create an open cloud.

Huawei and apple industry chain are affected

As for the US Department of Commerces direct product rule modification only for Huawei, some securities companies have the following views:

Guoxin Securities said that in terms of the urgency of components, there is a large pressure on the upstream design software EDA, manufacturing equipment and wafer manufacturing links, such as CPU, FPGA, analog chip, RF device chip and memory chip. As can be seen from table 1, at present, most of the core chips and software systems cannot be replaced by domestic ones, and there is still a large gap between some fields and foreign ones.

At present, the core manufacturing process of Huaweis core SOC chip and FPGA chip is 7Nm. It is expected that EDA software at the chip design end, chip manufacturing of upstream equipment and high-end manufacturing process will be the focus of the US governments attack.

Societe Generale said that upstream equipment and software are currently monopolized by the United States and may become the direction of continuous pressure in the future. At present, the semiconductor equipment and EDA software involved in wafer manufacturing in China are mainly provided by US enterprises. American manufacturers such as applied materials, Fanlin and Kelei occupy more than 40% of the global semiconductor equipment market. Cadence, Synopsys and mentor occupy about 60% of EDA market of global IC design. As the U.S. election is approaching, the future trade friction between China and the United States may appear repeatedly. It is expected that semiconductor equipment and EDA software will become the direction of continuous pressure in the future.

Affected by the upgrading of U.S. measures to restrict chip exports, individual stocks in Huaweis industrial chain have been affected to varying degrees. At the same time, Apples industrial chain has not been spared.

Source: Wind Information Editor: Yang bin_nf4368