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Huawei has run out of chipsets for its smartphones

I’ve got a Huawei phone for work. It’s one of the best phones I’ve ever owned.
I had P40 Pro, it was kinda problematic honestly, first of all because of the no-google thing, second of all the microphone was constantly muting itself whenever I made a video.

Switched to an S22 Ultra, that phone is perfect.
 
Huawei Technologies Co has finally run out of in-house-designed semiconductors for its smartphones after US trade sanctions effectively cut the company’s access to advanced new chips, according to a report by Counterpoint Research.


Shenzhen-based Huawei, which briefly surpassed Samsung Electronics to lead global smartphone shipments in early 2020, has struggled to get new in-house-designed integrated circuits (ICs) manufactured by a major chip foundry after Washington tightened trade restrictions in August 2020, covering the firm’s access to semiconductors developed or produced using US technology, from anywhere.


Privately-held Huawei and chip design arm HiSilicon were added to the US government’s trade blacklist, known as the Entity List, in 2019. At the time, HiSilicon said it had a backup plan to ensure the group’s survival, while research firms Haitong and Canalys indicated that Huawei had been stockpiling critical US components for almost a year.


“Based on our checks and sell-through data, Huawei has finished its inventory of HiSilicon chipsets,” Counterpoint said in its latest report on global smartphone application processor market share.

HiSilicon’s share of the global smartphone application market this year reached zero in the third quarter, down from 0.4 per cent in the previous quarter and 3 per cent in the second quarter of last year.


The report added that it was “not possible” for Huawei to obtain advanced new ICs from major contract chip makers, such as Taiwan Semiconductor Manufacturing Co or Samsung, because of the tightened US restrictions.

Huawei did not immediately reply to a request for comment on Wednesday.

As of the third quarter, the global market for smartphone system-on-a-chip shipments was led by MediaTek, Qualcomm and Apple, according to the Counterpoint report.

The latest industry data highlights the difficulties that Huawei, which operates in more than 170 countries, continues to go through three years after it was blacklisted by the US.


Before the tightened US sanctions, HiSilicon accounted for 16 per cent of the global chipset market share in the second quarter of 2020, according to Counterpoint data, on the back of its shipments of advanced Kirin chips used on Huawei’s smartphones.

HiSilicon also dropped out of the rankings of the world’s top 25 semiconductor vendors because of the stifling US trade restrictions, which also reduced China’s overall share in the global chip market, according to a report published in April by research firm Gartner.


Its Kirin chip supply constraints have kept the smartphone business of Huawei, the world’s largest telecommunications equipment maker, under pressure. In September, the company launched its new flagship Mate 50-series smartphones without 5G mobile connection owing to the US sanctions.

HiSilicon also dropped out of the rankings of the world’s top 25 semiconductor vendors because of the stifling US trade restrictions, which also reduced China’s overall share in the global chip market, according to a report published in April by research firm Gartner.


Its Kirin chip supply constraints have kept the smartphone business of Huawei, the world’s largest telecommunications equipment maker, under pressure. In September, the company launched its new flagship Mate 50-series smartphones without 5G mobile connection owing to the US sanctions.

The company’s latest flagship smartphones, which have 4G and satellite connections, are powered by Qualcomm chipsets.

Once China’s biggest smartphone vendor, Huawei has seen its market share fall in its home market. In the third quarter, the company remained out of the top-five vendor rankings in China, which was led by Vivo, Oppo, former Huawei budget handset brand Honor, Apple and Xiaomi, according to data from tech market research firm Canalys.


Huawei has recently been working to expand its patent-licensing arrangements, as part of efforts to boost revenue amid the struggles of its once-lucrative smartphone business. Earlier this month, Huawei agreed to license some of its smartphone technologies to rival Oppo.

Chinese response:-

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I don't understand if the West can act like "Tech Mafia", why can't China act like "Rare earth Mafia"? Because Chinese are simply more noble than those in the west?
lol, CCP does not even know the meaning of noble.

China does not act on rare earth because it knows it can't.
Every country has rare earth, they just need to process it. But since China was doing it for cheap, no need.
If China acts tough on rare earth, the other countries will simply start processing their own.
 
This should set a goof.example to others that using and relying on US technology while being a US adversary/rival and against US interests is a road to nowhere from now on.....US still controls most of the worlds top end technology and its influnce is felt around the globe..so if you want to go against the US netter develop all your own technology yourself(thats if you can) . Huawei case should set a good example to others.
Exactly what China did with manufactured goods, China got a taste of their own medicine.
 
Chinese response:-

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because they can only talk tough on PDF.
10 years of Bejingwalker posting about China making super duper computers yet they can't even make anything more complex than a calculator chip.

really good video that explains the situation.
 
lol, CCP does not even know the meaning of noble.

China does not act on rare earth because it knows it can't.
Every country has rare earth, they just need to process it. But since China was doing it for cheap, no need.
If China acts tough on rare earth, the other countries will simply start processing their own.
Every country has silicon too. Turning silicon into chips is another story. Refining RE is not as easy as you think.
 
Every country has silicon too. Turning silicon into chips is another story. Refining RE is not as easy as you think.
No one said it was, which is why the world is happy to let China do it for cheap.
The difference is that if China cuts off rare Earth, the West and Japan have the tech to do it themselves right now.
China, on the other hand, does not have the tech to replace chips that have been cut off.
In the future, they probably will catch up, but that is a long and hard road spanning decades.
 
No one said it was, which is why the world is happy to let China do it for cheap.
The difference is that if China cuts off rare Earth, the West and Japan have the tech to do it themselves right now.
China, on the other hand, does not have the tech to replace chips that have been cut off.
In the future, they probably will catch up, but that is a long and hard road spanning decades.
Are you sure Japan and other western countries have mastered all RE refining technologies? Actually China is biggest raw RE materials importer. China refines the raw materials and then exports RE products. The cycle won't work anymore if other countries have refining technology
 
I was close to buying a honor play in 2018 after the whole kirin 970 "best gaming chip" advertisement also the phone was well priced. But then later saw thermal tests, pretty high throttling and a subpar GPU (mali GPU like mediatek), then the snapdragon 845 came and blew the kirin out of the water and the two most popular phones with it were the Oneplus 6 and Asus Zenfone 5z, i found the Zenfone to be a better fit for me so went with it it's still rocking, i have a Samsung now.

Also other components like camera, ui experience and software updates were better on Asus and Oneplus.
Zenfone 9 is among my favorites of 2022
 

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This should set a goof.example to others that using and relying on US technology while being a US adversary/rival and against US interests is a road to nowhere from now on....
Semicon is established tech, what are you supposed to use?
Companies become rivals and against US interests when it gets ahead of US tech. It's happend to French & Japanese companies.
.US still controls most of the worlds top end technology and its influnce is felt around the globe..so if you want to go against the US netter develop all your own technology yourself(thats if you can) . Huawei case should set a good example to others.
US is pimping with patent rents, paradoxically, a lot of high end patents were developed by Chinese. US needs Chinese IQ. Never heard any Pakistani invent anything for the US @Rusty2 ?
Huawei is a good example, use established tech, adaptive innovation to best establish tech and on the way to invent your own.

I think you guys pre-ejaculated - the run of chips were from 2019. The US has no legitimate information about Huawei or the Chinese economy. It speculates from external trade partners, because of this obscurity it doesn't really know Huawei next move.
From spy satalites (why?;)) spotted Huawei building a new fab.
Something has spooked the cunts in the US, they are now thinking of banning Huawei from the international financial system lol. Imagine a company taking on the worlds superpower and still standing8-)
 
And the result is also this -
US chip war to hit allies as hard as it does China – Asia Times

The United States has unleashed its arsenal to go “full throttle” in the chip war against China regardless of the potential consequences, including the impact on its allies.
On October 7, 2022, the Bureau of Industry and Security (BIS) of the US Department of Commerce laid out high-level export controls on supercomputers and semiconductors to China.
The market was shaken in September 2022 by restrictions on the sale of graphic processing units by NVIDIA and Advanced Micro Devices to China. Companies had already begun to pull their staff out of China in response to new controls prohibiting US citizens from supporting the development and production of chips in Chinese firms.
The new license requirements for items destined for a chip fabrication facility in China are blocked subject to a number of thresholds. The new measures are meant to halt Chinese chip companies at their current levels of progression.
Ten days after the BIS announced the reinforced export controls, the US International Trade Commission announced a Section 337 investigation into semiconductors in response to two cases filed by the non-practicing entity Daedalus Prime LLC, which holds intellectual property of US chipmaker Intel against Qualcomm, Taiwan Semiconductor Manufacturing Company (TSMC) and Samsung.

TSMC and South Korea’s Samsung and SK hynix have received one-year waivers from the BIS regulations, but the doors may soon close on upgrading their businesses in China. SK hynix is reluctantly contemplating selling or relocating its equipment in China to South Korea.
Samsung-Logic-Chips-2019.jpg

South Korea’s Samsung is caught in the middle of the US-China tech war. Image: AFP

The BIS move comes at a time when the US Department of Commerce, in concert with the US Trade Representative, is soliciting Asian counterparts to join the Indo-Pacific Economic Framework.
Yet US President Joe Biden’s “Made in America” initiative is concurrently aiming to increase the domestic production of semiconductors via the CHIPS and Science Act and the CHIPS for America Fund, and to re-shore other high-tech industries involving clean energy via the Inflation Reduction Act. This is all in the pursuit of US supremacy in emerging industries.
The BIS export controls have been met with disillusionment from allies, particularly as the measures are being imposed on them without clear incentives, while the US Department of Commerce is still approving most US tech exports to China.
Seoul has frowned upon US Secretary of Commerce Gina Raimondo’s diversion of a Taiwanese silicon wafer firm GlobalWafers’ investment bound for South Korea to Texas. For the United States, the restrictions are not a question of feasibility but are imperative to limiting the transfer of dual-use technology.
But for allies, the reality of “friend-shoring” — manufacturing and sourcing components and raw materials within a group of countries that have shared values — raises questions as to whether they can defend their key industries.
US export controls on dual-use technology are not at all new. In 1949, the United States launched the Coordinating Committee for Multilateral Export Controls against the Eastern Bloc in the aftermath of World War II.
This committee was dissolved upon the dissolution of the Soviet Union in 1991, but the United States launched the Wassenaar System in 1996 to succeed it. During the US-Japan trade war in the 1980s, the United States did not hesitate to impose measures against its ally.
The Committee on Foreign Investment in the United States, originally established in 1975 to study foreign investment, was empowered to reject deals from 1988 by the Exon-Florio Amendment. This revision occurred amid fears of Japanese investment after Japan’s Fujitsu tried to acquire Fairchild Semiconductor.

The United States fortified its unilateral export controls in the aftermath of the 9/11 terror attacks in 2001. These export controls were reinforced during the US-China trade war from 2018 under former president Donald Trump. Biden’s tech war now presents an upgraded form of these export controls as uncertainty looms over the US economy.
As Chinese President Xi Jinping enters his third term, the stakes for TSMC have been raised by the likelihood of escalation in the Taiwan Strait.
The United States has been maneuvering to compel its East Asian allies — Taiwan, South Korea and Japan — to join the “Chip 4 Alliance”, for which the preliminary meeting was held on September 29, 2022.
While the partnership aims to build a more robust semiconductor supply chain, the United States has not specified what the terms would be. Taiwan and Japan have expressed a clear interest in joining the group, while South Korea continues to contemplate its membership despite attending the meeting.
While East Asian economies in the chip supply chain have each announced plans to uplift their domestic chip industries with subsidies, China is also raising the caliber of its chip production to defy US pressure.
xi-jinping-chips-high-tech.jpeg

Chinese President Xi Jinping at a chip production facility. His government is doubling down on domestic semiconductor production in response to US measures. Image: Twitter

Governments and industry players alike should brace for further fluctuations in the chip industry based on geopolitical risk, as export controls are now the baseline scenario for international trade. The new export curbs are the prelude to heightened tech protectionism that may bring about further chip supply disruptions.
The BIS measures could have unintended consequences — including record losses for chip firms in the United States, South Korea and Taiwan, and the stalling of the development of advanced chips by Chinese firms.
But what is certain is that China under President Xi will push toward indigenous chip development and that the US measures alone do not guarantee the demise of the Chinese semiconductor industry.
The mismatch of government and business interests raises concerns that backdoor channels of rerouting may be activated by certain semiconductor companies for survival, as China is the key market for chips. Without clear incentives for allies, the US goal of friend-shoring cannot be achieved
 
Seriously dont get the point you are trying to make. Seems like just a rant against the West with no substance to be honest..doesn't change reality though.
And you trust such shitty report? Just like many report talking about China collapse for decades and we all know is BS. Dont be surprised next year, Huawei will unveil their own make chips. :enjoy:

And the largest buyer of chips is Chinese market. Just like biggest aviation market is China. You can never killed C919 project. Same as chips, u can never sanction China of chipset. It will never work for long,

Look at Intel, AMD and micron and qualcomm, all their shares drop badly after they try sanction against China. End of the day, the sanction only hurt US interest. Market is in China and we are in control.
 
Kirin will likely be back by 2025 .
US single handedly turning Huawei into semi giant.Good for huawei.

because they can only talk tough on PDF.
10 years of Bejingwalker posting about China making super duper computers yet they can't even make anything more complex than a calculator chip.

really good video that explains the situation.
Only special kind of clown quotes economics explained.

Current huawei is more threatening to the US than Huawei before sanctions. The investment Huawei has been putting,strikes at the core of US's interest. Nothings scares the western vampires profiting from US tech hegemony ,than this workers-owned firm.
 
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so your first thoughts to "I don't want my privacy violated" is child ****?
The only people who even think like that are.......
u do realise u have given ur details to thousands of companies by signing onto websites and apps like facebook and twitter right?
 
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