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Huawei officially sells chips? The truth is here

Original title: Huawei officially sells chips? The truth is here

Source: OFweek Internet of Things

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Introduction

I have to say that Huawei Hisilicon has become a business card in China's core technology field. Its technology and products have reached the international advanced level, and even in some areas are ahead of well-known well-known companies, and have started to have their own words in the chip field. Rights, not only limited to internal use, which provides the possibility for chip sales, and Shanghai Hisilicon Technology Co., Ltd. just provides a unified channel for chip sales.

Recently, foreign media have rumored that Huawei's HiSilicon will officially sell chips to the outside world, and domestic media have confirmed through multiple channels that Huawei "formally" sold chips to the outside world. However, in OFweek's view, Huawei has never changed its strategy on the "chip outsourcing", but only slightly increased its opening up.

Established sales target from the beginning

Ren Zhengfei's requirements for Hisilicon at the beginning were: Recruited 2,000 people and sold 4 billion yuan in 3 years.

From the initial goals of Hisilicon, it can be seen that Huawei's internal storage of chip technology and external revenue have always been Hisense's two remaining goals.

After the establishment of Hisilicon, the first chip for sale was a SIM card chip, but once it was launched, it faced market price slaughter. The original unit price of more than ten US dollars was reduced to 1 yuan, and Hisense was thus forced out of the market. In the three years before its establishment, the overseas chip outsourcing business was almost impossible.

Overtake the road by security

Hisilicon couldn't penetrate in the mainstream market, so the sword went too far and chose the security industry that was still weak at the time.

Around 2006, the mainstream domestic security chip suppliers were TI (accounting for more than 50% of the market share), Ambarella, NXP and other internationally renowned semiconductor manufacturers, with domestically produced less than 1%.

In the second year of its establishment, Hisilicon participated in the world's largest security expo , and officially launched the Hi3510 / Hi3511 video codec chip in 2006, focusing on the video surveillance market. After some hard work, Hisilicon chips finally entered Dahua, a domestic security company that was in rapid development at the time, and obtained 200,000 chip sales orders.

It can be said that Dahua (now Dahua Shares, the world's second-largest security giant) is a leader in the growth of Hisilicon. Since then, Hisilicon has gradually established a strong foothold in security, but Hisense has no matter its market share, reputation, and technology. Strength, at this time is still at the second-level level, and there is still a large gap with "tall."

Until about 2014, with H. 而国外芯片企业仍在固守原有体系芯片,渐渐的,市场被海思所把控,并于2016年左右,占据了安防市场同类芯片60%以上的市场份额,截至今日,占据超过80%的安防芯片市场份额。 With the application of 265 codec technology, HiSilicon took the lead in responding, launched Hi3516A chip, and quickly completed the family-type product layout; while foreign chip companies are still sticking to the original system chip. Gradually, the market is controlled by HiSilicon, and Around 2016, it occupied more than 60% of the market share of similar chips in the security market. As of today, it has more than 80% of the market share of security chips.

It can be said that security is the first battlefield of Hisilicon's sniping of overseas giants, and like China's security industry, Hisense later took over and formed an oligopoly status.

TV chip takes 30% market share

即Smart Media产品线,主要客户有夏普、海信、康佳、TCL、创维等,海思V811、鸿鹄818都是代表力作,高端电视芯片hi3751V510也正在异军突起。 Another important chip product line of Hisilicon is the set-top box and TV, namely the Smart Media product line. The main customers include Sharp, Hisense, Konka, TCL, Skyworth, etc. Hisense V811 and Hongye 818 are representative masterpieces, and the high-end TV chip hi3751V510 also Is emerging suddenly. Public data shows that Hisilicon has occupied more than 30% of the TV chip market.

In the field of set-top boxes, no matter the cost or experience, Hisilicon chips are the best choice. The combination of Hisense + BOE (Huaxing Optoelectronics) has provided customers with the most cost-effective solution, which has occupied more than 60% of the market. Share.

New export business, open communication chip

此外还拥有鲲鹏等一众服务器芯片及AI芯片。 The reason why Huawei chips are widely recognized by the Chinese people is actually its Kirin series, especially the Kirin 990, which is currently the industry's most powerful mobile processor and has many firsts; in addition, it has a number of server chips and AI chips such as Kunpeng .

However, none of these powerful performance chips in the industry is sold! Or it is sold with a server, not separately.

The truly new export chip is 4G chip, and Balong 711 has been confirmed so far.

In other words, in the competition field, in order to maintain its own competitive advantage, Huawei only sells outdated chips, and other truly coveted chips are still planned for the future, such as 5G chips and WiFi chips.

Huawei sales strategy: non-core products only

只有安防、电视、机顶盒等非核心业务上,才执行外售策略。 As a technology giant, Huawei itself purchases a large number of chips every year. In the core business area, Huawei does not have much margin to sell; only in non-core businesses such as security, television, and set-top boxes, it implements outsourcing strategies.

In addition, many chips in Huawei's core business areas need to be purchased from core suppliers such as Qualcomm. Once its own chip sales are opened, it will inevitably have an impact on Qualcomm's sales, and then affect Huawei's cooperation with these companies.

At the same time, with the help of new-generation AI chips such as Kirin and Kunpeng , Huawei has established Huawei's core position in the chip field. It is not only a core weapon against the suppression of the United States, but also a sharp weapon against competition from friends and merchants. Therefore, Huawei will basically not Consider selling a competitive next-generation chip.

Moreover, Huawei's traditional tradition is to use the core advantages to open up the market and seek the optimal combination of prices, products, and technologies. This is also an important means for Huawei to overpower Cisco, Nokia, Xiaomi and other well-known companies in communications and mobile terminals.

二是这些行业对芯片的要求没有电信级和移动终端要求高; 另外这些行业是华为海思成长过程中的贵人。 In markets such as security, television, and set-top boxes, these areas are not Huawei's focus on key industries. Second, these industries have lower requirements for chips than carrier-grade and mobile terminals. In addition, these industries are noble people in the growth process of Huawei Hisilicon. Therefore, Huawei will only continue to invest in these areas to attack other chip providers, and will not easily enter the isolation of the closed-loop ecosystem.

Cisco spurs Huawei to increase sales

For Huawei, which has always been cautious, to increase chip sales, in addition to its own and market considerations, its market strategy has also affected Huawei's decisions to a certain extent.

同时市场也在不断变化,亚马逊、脸书、微软、谷歌等巨头日益偏向购买芯片,而不再是网络设备成品。 Although Cisco is under the siege of Huawei and protected by the U.S. government, it also realizes that protection alone cannot defend against Huawei's attacks; at the same time, the market is constantly changing, and giants such as Amazon, Facebook, Microsoft, and Google are increasingly inclined to purchase Chips, no longer finished network equipment.

Cisco understands this market demand and intends to open its chip products at the end of 2019, launching a new silicon architecture for Cisco Silicon One, with the intention of seeking new business growth.

As an old rival, Huawei quickly learned about Cisco's intentions, and it was reasonable to make corresponding market countermeasures.

Summary: internal and external factors help Huawei change its strategy

I have to say that Huawei Hisilicon has become a business card in China's core technology field. Its technology and products have reached the international advanced level, and even in some areas are ahead of well-known well-known companies, and have started to have their own words in the chip field. Rights, not only limited to internal use, which provides the possibility for chip sales, and Shanghai Hisilicon Technology Co., Ltd. just provides a unified channel for chip sales.

Secondly, the market is changing, and Huawei is also changing. 从这一点来说,作为一家全球500强的科技巨头,不得不感慨华为对市场敏感度之高,以及灵活的应对策略。 All of Huawei's actions depend on market demand. From this point of view, as a global top 500 technology giant, Huawei has to express its high sensitivity to the market and flexible response strategies. And this is exactly what some giants have difficulty doing.

Facing the new situation, the adjustment and opening up of Huawei's strategy has further enhanced Huawei's competitiveness and its ability to survive adverse situations. Back to Sohu, see more

Editor:

Disclaimer: The opinions of this article only represent the author. Sohu is an information publishing platform. Sohu only provides information storage space services.
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