Speaking of mobile phones and politics in Japan, the reduction in mobile charges of the Kan administration is in the midst of a great interest, but when you look abroad, it is still a hot topic in China sanctioned.Isn't it a trend of Huawei Technologies?
US sanctions on the company became full -scale in 2019, and it was unable to install Google's "Google Mobile Service" (GMS) on its smartphone due to restrictions on transactions with US companies.Even after the sanctions, the United States will further enhance sanctions, as the company's smartphone sales have not declined, mainly in China at the knee.
Even after Huawei Technologies was sanctioned, the smartphone was still available because of the unique chipset "KIRIN" series developed by the umbrella high -silicon technology.So, in 2020, the United States came to KIRIN and launched a series of sanctions.
In fact, in May 2020, the company banned the company's semiconductors using US technology to export, so that Taiwanese companies have not been able to manufacture KIRIN.In August 2020, it was prohibited to supply semiconductors manufactured using US technology to the company, making it difficult to procure chipsets from other foreign companies.
As a result, Huawei Technologies has been cut off the path of chipset procurement itself, making it difficult to manufacture and develop smartphones.Nevertheless, the company did not give up on the way to provide a new smartphone, and announced three models on October 22, 2020, the latest flagship model Huawei Mate 40.
Among them, "Mate 40 Pro+", which is the highest model, has been attracting attention as a smartphone with a very high performance equipped with five cameras, such as a 50 million pixel camera and an 8 -million pixel camera equivalent to 10 times optical.Richard You, a consumer business group CEO, has appealed that the company's sanctions are in a very difficult situation in the conference.
In fact, the latest chipset "KIRIN 9000" and "KIRIN 9000E" mounted in the Huawei Mate 40 series have become unable to manufacture them since September 15, 2020 due to the previous US sanctions.Therefore, the company has to make smartphones only in the stock they have, and it is also true that the number of Huawei Mate 40 series is anxious.
One of the examples of this is the Japanese market trends.Huawei Japan, a Japanese subsidiary of Huawei Technologies, has held a new product launch for Japan on November 17, 2020, which was announced there.The latest models and wireless earphones "Freebuds Pro".There was no new smartphone model such as the Huawei Mate 40 series.
The reason is that the company, which is limited to semiconductor inventory such as chipsets, has to focus on priority markets such as China to supply terminals, and the launch of new models for Japan with small share has been sent off.It is thought to be.
Due to such severe stock status, it seems that Huawei Technologies finally made a big decision.It was announced on November 17, 2020 that it would sell one of the company's smartphone brand, Honor, to a Chinese company called Shenzhen Zhixin New Information Technology.
The HONOR brand is not deployed in Japan, but it is a popular brand that offers low -priced smartphones in China and elsewhere.According to various reports, HONOR brands accounted for about one -quarter of the number of smartphones of Huawei Technologies, and ignored the company in consideration of the company's 1 and 2 share.It is certain that it is not possible.
However, Huawei Technologies is full to maintain the terminal of the Huawei brand, the main brand, considering the stock of the semiconductor, and it can be said that the HONOR brand is getting stuck.However, it is large to end the HONOR brand as it is, and it has a great effect on the supply chain, so it seems that you chose a way to sell and become independent.
In terms of software, Huawei Technologies, which has developed their own ecosystem "HUAWEI Mobile Services" and their own OS "HARMONY OS", has been promoting a system that does not depend on the United States, but the semiconductor is currently currently.It seems that it is difficult to manufacture things that have the same performance as using US devices alone with Chinese technology alone.If the current sanctions continue, the stock will eventually become unable to maintain the smartphone business.
What is worrisome is the US trends.In the first place, sanctions on Huawei Technologies were rapidly stricter after the current president, Donald Trump of Republican Party.
Under the Trump administration, the US -China conflict has rapidly increased, and very strict sanctions have been imposed on Chinese and related companies.In fact, not only Huawei Technologies, but also sanctions of "Tiktok" operating companies under the umbrella of a Chinese company, a Chinese company, are still in danger of surviving.
However, in the US presidential election held the other day, the Democratic Party Joe Biden was substantially won, and it is said that the US policy will change significantly under the government's administration.I'm not an international political expert, so I don't know what changes will happen, but if the US -China conflict has been alleviated under the Biden administration, a series of Huawei Technologies.Sanctions may be eased.
On November 13, 2020, it was reported that a US company, Qualcom, was allowed to sell 4G semiconductors for Huawei Technologies.The specific content is unknown, and it seems that it does not contain 5G and it is not a full easing, but it may be a sign that the US posture has changed slightly.。
The U.S. presidential election is still confused, and it is expected that the influence of the new administration will appear in earnest in 2021.It is likely that how the US attitude will change, which will re -breathe Huawei Technologies's smartphone business again.
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