Huawei denies it will sell chips of two high-end mobile phone businesses to support the critical transition period

核心的缺乏对华为手机产生了深远的影响。2020年11月17日，华为子品牌荣耀正式与华为分离，收购方为深圳智信新信息技术有限公司（以下简称"深圳智信新"），深圳智慧城市科技发展集团与30多家荣耀代理商、经销商共同投资成立的公司。根据天雁沙所显示的股权结构，深圳国有资产中深国智信新股占比超过95%。

The lack of core has a profound impact on Huawei mobile phones. On November 17, 2020, Huawei's sub brand glory was officially separated from Huawei, and the purchaser was Shenzhen Zhixin new information technology Co., Ltd. (hereinafter referred to as "Shenzhen Zhixin new"), a company jointly invested and established by Shenzhen smart city technology development group and more than 30 glory agents and distributors. According to the equity structure shown by tianyancha, Shenzhen state owned assets are in Shenzhen Shenzhen Zhixin new shares accounted for more than 95%.

荣耀多年来一直相对独立于华为的主要手机品牌，但P系列和mate系列是华为的"肌肉"和"牙齿"。自独立辉煌以来，关于华为将分拆这两个系列的传闻不绝于耳。

Glory has been relatively independent of Huawei's main mobile phone brand for many years, but P series and mate series are Huawei's "muscles" and "teeth". Since the glory of independence, there have been many rumors that Huawei will spin off these two series.

现阶段华为销售高端手机是否如此迫切？据《财经》记者综合采访，华为手机至少还有半年的移动时间，将采取"海外依托4G，国内稳定高端"的市场策略。

Is it so urgent for Huawei to sell high-end mobile phones at this stage? According to a comprehensive interview by the reporter of Caijing, Huawei's mobile phone still has at least half a year to move, and will adopt the market strategy of "relying on 4G overseas and stabilizing high-end at home".

目前，华为的手机芯片供应由两部分组成，一部分是自己的麒麟芯片库存，另一部分来自高通公司。一个月前，高通公司向市场公开表示，已获得美国商务部的许可，向中国供应4G芯片、部分计算芯片和WiFi芯片。

At present, Huawei's supply of mobile phone chips consists of two parts, one is its own Kirin chip stock, and the other is from Qualcomm. A month ago, Qualcomm publicly told the market that it had obtained a license from the US Department of Commerce to supply China with 4G chips, some computing chips and WiFi chips.

当地一家手机芯片设计公司的副总裁向《财经》分析预测，华为的手机芯片库存应该会持续到2021年夏天，光荣销售进一步缓解了华为手机芯片库存的压力。

A vice president of a local mobile phone chip design company analyzed and predicted to Caijing that Huawei's mobile phone chip stock should last until the summer of 2021, and the glory sale further eased the pressure of Huawei's mobile phone chip stock.

台积电一位技术专家也向《财经》证实，华为的麒麟9000手机芯片至少在2021年上半年不会出现任何问题。在极端情况下，可能要到2022年才会完全"断粮"。麒麟9000是华为最高端的5g手机芯片，采用5nm制造工艺。华为目前的P40系列手机和未来销售的P50系列手机都配备了麒麟9000。

A TSMC technologist also confirmed to Caijing that Huawei's Kirin 9000, a mobile phone chip, will not have any problem in the first half of 2021 at least. In extreme cases, it may not be until 2022 that it will completely "run out of food". Kirin 9000 is Huawei's most high-end 5g mobile phone chip, which adopts 5 nm manufacturing process. Both Huawei's current P40 series mobile phones and the P50 series to be sold in the future are equipped with Kirin 9000.

华为消费者BG的一位高级经理告诉《财经》记者，高端手机仍是华为今年在中国市场的潜在发展方向之一。

A senior manager of Huawei consumer BG told Caijing that high-end mobile phones are still one of Huawei's potential directions in the Chinese market this year.

"在中国，我们计划以6000元以上的价格稳定mate 40 pro和保时捷产品，并重点对消费能力高的人群做循环营销，以保持一定的知名度。2021年，P50也将正常发布，因此高端产品仍有一定的延续性。"

"In China, we plan to stabilize the mate 40 pro and Porsche products with more than 6000 yuan, and focus on people with high consumption ability to do circle marketing, so as to maintain a certain popularity. In 2021, the P50 will also be released normally, so the high-end products still have some continuity. "

至于仍能从高通公司获得芯片的4G手机，华为的战略似乎相对清晰。

As for 4G mobile phones that can still get chips from Qualcomm, Huawei's strategy seems relatively clear.

目前，我国4G手机的生存空间非常狭小，因为5g手机的价格已经跌破2000元，消费者换机时会优先考虑5g手机。这意味着华为不太可能依靠4G手机来维持在中国的市场份额。中国移动副总裁詹勤近日公开预测，到2021年，中国5g手机销量将占到80%，到2021年底，5g手机在千元手机中的渗透率将超过90%。

At present, the living space of China's 4G mobile phone is very narrow, because the price of 5g mobile phone has dropped below 2000 yuan, and consumers will give priority to 5g mobile phone when changing. This means that Huawei is unlikely to rely on 4G mobile phones to maintain its market share in China. Jian Qin, vice president of China Mobile, made a public forecast recently, saying that the sales volume of 5g mobile phones in China will account for 80% in 2021, and the penetration rate of 5g mobile phones in 1000 yuan mobile phones will exceed 90% by the end of 2021.

华为的4G手机机会主要在亚太、中东非洲、拉美等海外地区。由于这些地区缺乏5g基站，4G手机仍然是主流，这意味着华为可以凭借高通公司提供的4G芯片生存。

Huawei's 4G mobile phone opportunities are mainly in Asia Pacific, Middle East Africa, Latin America and other overseas regions. Due to the lack of 5g base stations in these areas, 4G mobile phones are still the mainstream, which means Huawei can survive with the 4G chips provided by Qualcomm.

根据第三方咨询机构trendforce的预测，2021年手机总产量将达到13.6亿部，年增长率为9%，其中5g手机的渗透率将上升至37%。

According to the forecast of trendforce, a third-party consulting agency, the total production of mobile phones will reach 1.36 billion in 2021, with an annual growth rate of 9%, of which the penetration rate of 5g mobile phones will rise to 37%.

华为人士总结道："在海外依靠4G，在中国稳定高端，是华为在困难时期生存的举措。"。

"Relying on 4G overseas and stabilizing high-end in China are Huawei's measures to survive in difficult times." The Huawei people summarized.

从全球手机产量排名来看，受禁、荣分裂事件影响，华为2021年手机产量排名将从2020年的第4位下降到第7位。

In terms of global mobile phone production ranking, affected by the ban and glory split incident, Huawei's mobile phone production ranking in 2021 will drop from No. 4 in 2020 to No. 7.

在未来一年，华为手机的命运能否转好，取决于拜登政府的态度。不少国际事务观察家认为，未来十年中美关系不容乐观。

In the coming year, whether the fate of Huawei's mobile phones can turn for the better depends on the attitude of Biden's government. Many international affairs observers believe that Sino US relations in the next decade are not optimistic.

中国通信业知名专家、北京邮电大学兼职教授葛琦在接受《财经》记者采访时表示，拜登上台后，短期内对华为的限制很难有明显改善，芯片问题仍然比较复杂。华为是否有可能继续出售手机业务？葛琦认为，这有可能也是华为的战略选择之一。

Ge Qi, a well-known expert in China's communication industry and an adjunct professor at Beijing University of Posts and telecommunications, told Caijing that after Biden came to power, it is difficult to see any obvious improvement in the restrictions on Huawei in the short term, and the chip problem is still complex. Is it possible for Huawei to continue to sell its mobile phone business? Ge Qi believes that it is possible that this is also one of Huawei's strategic choices.

即使华为的高端手机非卖不可，光荣之路也能带来一线希望。

Even if Huawei's high-end mobile phones have to be sold, the path of glory can bring a glimmer of hope.

光荣独立时，业界最关心的是光荣能否避免制裁，重新开始。现在答案是肯定的。

When glory was independent, the industry was most concerned about whether glory could avoid sanctions and start again. Now the answer is yes.

在1月22日举行的首场新闻发布会后，新荣耀CEO赵明告诉《财经》记者，目前，荣耀已经完成了供应链的重构，AMD、英特尔、MgO、三星、高通、微软、联发科等公司已经恢复了与荣耀的合作，供应链没有大的约束。

After the first press conference held on January 22, Zhao Ming, CEO of new glory, told Caijing that at present, glory has completed the reconstruction of its supply chain, AMD, Intel, MgO, Samsung, Qualcomm, Microsoft, MediaTek and other companies have resumed their cooperation with glory, and there are no major constraints in the supply chain.

Link：https://new.qq.com/omn/20210125/20210125A0EB1600.html

update time：2021-01-26 10:57:54