If Huawei does not engage in independent research and development, what kind of situation will domestic mobile phones face?

Hello, former Huawei employees come to answer questions about old employers.

As a multinational technology giant with annual sales revenue of 858.8 billion yuan, Huawei has a wide range of independent research and development fields, including wireless communication (including 5G and WiFi6). ), Hisilicon chips, artificial intelligence, autonomous driving, cloud computing, Internet of Things, wearable devices, intelligent storage, optical networks, photovoltaic clean energy ... Forget it, there are too many. If Huawei completely stops independent research and development, the possible impact on domestic mobile phones is as follows.

At present, manufacturers that can provide high-end mobile phone chips are Apple, Qualcomm, Samsung and Huawei HiSilicon, and MediaTek is barely included (the high-end 5G chip Tianji 1000 was released last year), among which Apple, Samsung and Huawei HiSilicon do not receive goods, and domestic manufacturers rely heavily on Qualcomm. If Lianfa Section can continue to supply, it can also be used as an alternative. Therefore, there are no mainland enterprises in the chips of China mobile phone manufacturers, and Qualcomm and MediaTek are controlled by the United States and Taiwan Province Province, and may quit at any time.

Undeniably, HiSilicon's Kirin high-end chip is not for sale, but it has been intimidating Qualcomm, making it afraid to hold the emperor for exorbitant prices, indirectly helping all China mobile phone manufacturers to reduce the cost of mobile phone parts, thus grabbing more customers from Samsung and Apple. It can be said that the three truths in the world are Dongfeng, Poplar and Militia, and the three truths in the chip industry are Samsung, Qualcomm and Hess.

In recent years, the evolution of the main capabilities of mobile phones is driven by head manufacturers. Before 20 10, Apple was definitely 1. After Joe's death, the local rich cook only knew how to collect money, which made Apple no longer dominate. On the contrary, it emphasizes the important leadership role of Samsung and Huawei in the industry. Let's give some realistic examples:

Huawei is the main contributor to WiFi6, and it is Huawei's continuous research and development for many years that makes WiFi6 more commercialized. Therefore, if Huawei did not participate in the formulation of the WiFi6 standard, which direction WiFi6 will evolve and when it will be commercialized is unknown, so it is difficult for friends to sell mobile phones supporting WiFi6 protocol in 2020.

Huawei has a research and development center in the UK, with few staff, but all of them are highly sophisticated research, one of which is about graphene. Later, Huawei began to try to learn from graphene to increase the charging power of mobile phones. 15W, 22.5W, 40W all the way forward, followed by friends, and finally Huawei's charging power is still very high, which is gratifying. Mobile phones fight for the industrial chain, and everyone plays together. Huawei explores the road, matures the technology with the previous suppliers, and other friends learn related technologies to catch up all the way. This is the real status quo of the electronics industry.

Among domestic manufacturers, Huawei took the lead in introducing the function of "wireless reverse charging" in Mate20Pro. Put the mobile phone supporting wireless charging on the back of Huawei Mate20Pro, and you will find that Huawei Mate20Pro is charging this mobile phone, such as iPhone X. In fact, it can not only charge the mobile phone, but also charge any wireless device supporting QI standard, such as your wireless mouse and Philips razor supporting QI standard. Later, friends also began to follow up, and the follow-up was very smooth. After all, Huawei is lying in front, and the related technologies and modules are relatively mature, so it can be directly studied.

In addition, there are functions such as taking photos, wireless charging, gesture recognition and 3D modeling. All domestic mobile phones are headed by Huawei and followed by friends. Therefore, if Huawei completely abandons self-research, friends will have less reference to evolution, and the direction of evolution needs to be studied by themselves. The supply chain of some modules needs to be matured by itself, and the speed of evolution will also slow down, so the mobile phone you buy will have fewer cool functions.

To sum up, Huawei's strong R&D investment in wireless communication, Kirin chip and mobile phone functions has promoted the accelerated commercialization of emerging wireless communication technologies, indirectly deterred Qualcomm from squeezing China mobile phone manufacturers on mobile phone chips, helped to ripen more mobile phone industry chains, greatly reduced the trial and error costs of latecomers, and finally led domestic mobile phone manufacturers to go abroad by crushing.

If Huawei does not engage in R&D, the impact on domestic mobile phones will not be great, and at most it will only pay more patent fees; However, if a complete technical blockade is implemented abroad, Huawei's current independent research and development will be very valuable. Let me talk about three technologies that Huawei is focusing on at present. These are the options that Huawei created for itself in peacetime.

1. Localization of mobile phone chips.

This chip was completed in China from R&D to production, symbolizing a big step forward in the localization of mobile phone chips. Although SMIC's technology is still weak and backward, and Huawei has been sanctioned by TSMC and the United States, at least there is hope for the localization of the chip now, and we have enough patience to wait for it to grow.

Second, 5G related patents.

If we talk about 5G patents now, Huawei is definitely a company that cannot be bypassed. In the related patent rankings, Huawei has always ranked first. Huawei's continuous investment in 5G not only gives it an advantage in 5G, but also saves a sum of money for domestic mobile phone manufacturers.

We should know that Huawei basically does not charge patent fees to domestic mobile phone manufacturers. Once Huawei stops 5G investment, more and more patents may be applied by foreign companies, and then domestic manufacturers will be charged high patent fees. Even though Huawei and ZTE now have a large number of patents, China will still have to pay 1.25 trillion patent fees to other foreign companies by 2025, which is really an astronomical figure. Therefore, maintaining Huawei's advantage in 5G is of great significance to domestic manufacturers, which can at least reduce the price of mobile phones to some extent.

Third, HMS technology.

Why is Huawei in a hurry to introduce HMS technology? The most critical reason is that Google GMS is not used.

Now P40 has been released, but many people are not optimistic about its foreign sales. HMS can be eaten in China, but it will never be accepted by most people abroad. Although Google is only targeting Huawei now, domestic mobile phone manufacturers are estimated to have a sense of crisis. If Huawei can break the hegemony of GMS in foreign countries, it is even less likely that domestic manufacturers will be restricted by Google in the future.

Huawei is doing a lot of work to save itself, but it is undeniable that this may also be the retreat of domestic manufacturers in the future. We can't say what will happen in the future, but the more choices Huawei has, the greater its chances of survival in the future. At that time, if other mobile phone manufacturers encounter similar problems, I believe Huawei will never stand by.

Yes, Huawei mobile phones have been and will continue to be banned overseas, and it is inevitable to worry about the sustainability of independent research and development, which will inevitably directly associate with the future development of domestic mobile phones.

The key point is that Huawei is different from other domestic mobile phone manufacturers because it is independently developed.

1 Short-term: Not bad

In my opinion, in the short term, the overall situation of domestic mobile phones is: in the domestic market, China OV rice is still in the top four, forming the top five situation with Apple mobile phones; In overseas markets, Huawei's mobile phone sales ranked at least third, and Xiaomi's mobile phone ranked fourth.

Among them, in the domestic market, the top four achievements of domestic mobile phones are as follows.

Huawei mobile phone is still the first. It is very likely that HONOR will no longer be the former 1 that even Xiaomi's mobile phone is weak. The overall sales volume of Huawei mobile phones is mainly based on honor, and the sales volume of high-end mobile phones will eventually be less than that of Apple mobile phones.

OV, still in front of Apple's mobile phone;

Xiaomi mobile phone is still ranked fifth.

Why? The power of cost performance is extremely realistic and should not be underestimated.

At present, the top five domestic mobile phones with honors, except Huawei 1, are all cost-effective. O and V both beat Apple's mobile phones in sales by low-end mobile phones, but Xiaomi's cost-effective power is getting smaller and smaller.

After a long time: Congratulations.

In the long run, due to the long-term shelving of independent research and development, Huawei's high-end mobile phones are no longer famous and almost disappear. HarmonyOS has long since stopped considering switching to mobile operating system, so that the consumer business as a sideline is no longer an important economic source in Huawei, let alone the most important one.

Other domestic mobile phones, because they are not equipped with Huawei chips as they are now, can only be equipped with bought Qualcomm chips for a long time. As always, everything is as usual.

The point is, in the long run, will Huawei's failure to engage in independent research and development lead to the mediocre technical level of domestic mobile phones?

I don't think so. It is also a high probability.

After a long time, although only Huawei mobile phones have their own independent key technologies, they have been seriously backward by then, which is equivalent to disappearing. It is definitely no longer the most iconic 1 point in domestic mobile phones, nor can it be said that there is no 1 domestic mobile phone that can PK with Apple mobile phones and Samsung mobile phones at this point.

For the time being, it depends on how the chip of OPPO is independently developed, and whether it has Huawei's ambition, concept and obsession in independent research and development.

Naturally, if OPPO's chip reaches the current level of Huawei's Kirin chip at that time, the mobile phone will surpass Apple's mobile phone to become the second largest seller in the world, and it is estimated that GMS will also be banned. However, OPPO should consider building this spare tire at the same time from now on, and then turn positive.

If OPPO is sold to domestic mobile phone manufacturers at the same time, the situation of domestic mobile phones should be better than now.

What's more, the level of SMIC is likely to be comparable to TSMC, so don't worry about it.

What's more, at that time, China's semiconductor industry will definitely develop greatly, and domestic mobile phones will probably not get stuck.

However, in this long period, before the arrival of that era, Qualcomm's life was much more moist, reckless and fattened than when Huawei was engaged in independent research and development.

3 thinking

I believe that domestic mobile phones have long thought deeply about Huawei being banned and forced to stand up because of independent research and development, and thinking is not the biggest selling point of Huawei mobile phones at present, but its own future and destiny.

Of course, I don't want advanced technology and innovation at all, except that mobile phone manufacturers can make the scale bigger and be satisfied with more revenue. I wouldn't think so.

Most domestic mobile phone users are mainly Huawei mobile phones, not at that biggest purchase point.

Huawei does not engage in independent research and development of key core technologies, but also engages in research and development of peripheral and marginal technologies. Nature is mainly to buy in buy buy, in exchange for lifting the ban. However, there is no longer a bright future, and the prospects are bleak and become mediocre, which means giving in and surrendering, leaving the initial heart behind. From time to time, I can only recall my past. I am ahead in technology, ahead in innovation, behind in the road, and linked in the middle, but I can look back.

Obviously, don't worry, Huawei will not engage in independent research and development! It will only increase the strength, breadth and depth, that is, objectively increase the R&D strength, brand strength and economic strength of domestic mobile phones, and at the same time increase the containment of foreign mobile phones and foreign software and hardware suppliers.

More importantly, I fully believe that Huawei will not be alone. Now, at least there is OPPO. In the future, another domestic mobile phone manufacturer will engage in independent research and development. The situation must be getting better and better, even if it's just to make a fortune for yourself. The reason for independent research and development is only because it is clear that once it is bigger, better and stronger, it will be banned and will not be transferred by its own will.

Answer finished, thank you!

Hello, I'm glad to answer your question.

Before answering this question, let's take a look at the main technologies developed by Huawei in the mobile phone industry:

If Huawei does not engage in independent research and development, can domestic mobile phones develop forward, or will another manufacturer rise to replace Huawei's position, or the key technology of mobile phone business will be monopolized by foreign countries, and it will face the situation of production suspension if there is a slight sign of trouble. This is possible, but at present, Huawei's stop of self-research will at least have the following effects on the mobile phone industry:

Without Huawei Kirin, the CPU, the core component of China mobile phone, will be dominated by Qualcomm in the next period of time. With the suppression of Huawei by the United States, Huawei's mobile phone will sadly quit. Xiaomi, oppo and vivo dominate the China market, while Qualcomm dominates Xiaomi, oppo and vivo. How dangerous this model is!

Although the Android system is open source, China's mobile phone is still subject to Google's GMS if it wants to go abroad and go global. If Huawei abandons its research on HarmonyOS system and HMS, when Google orders not to use its GMS ecosystem, foreign markets will be greatly discounted, but of course it will have little impact on China, and the use of foreign applications will be limited at most.

Huawei's camera technology is a benchmark technology all over the world, and friends are basically benchmarking Huawei. If Huawei stops here, how can domestic friends follow up R&D, and do they still have the mind to follow up R&D?

Both of them are technological innovations. As a standard setter and leader, if Huawei stops R&D, will it be controlled by others in the future? I think it's possible! After all, in terms of the number of patents, it is not much different from foreign companies, and as long as Huawei and ZTE are at the forefront in China, Huawei may not be able to survive without ZTE. After the popularization of the next generation technology, it is not only a problem of a large number of patent fees, but also a problem of jamming.

Above, thank you for reading

First of all, I want to correct it. In fact, every mobile phone manufacturer does not rely entirely on resource integration, and there is no one. Everyone at least has his own unique R&D and tuning, but it's just a matter of doing more and doing less. Some may just develop camera tuning, and some manufacturers may just focus on fast charging and sound quality. After all the resources are integrated, the overall collaborative research and development, the research and development of UI system and software series are at least necessary, and it is impossible to completely leave the research and development technology, so no enterprise can fully develop!

By assembly, by Google's native system, please, mobile phones are not assembled desktop computers. Just buy the hardware and take it home, and then you can assemble and install the windows CD. At least mobile phones need to develop SIM cards, at least get network access licenses through research and development, and at least have their own UI system, which are indispensable in the lineup of mobile phones sold in China!

Let's talk about Huawei. In addition to China mobile phone manufacturers, Huawei may have more R&D fields, such as chip research and development, system research and development, and hardware network research and development of Huawei's ecological chain. If Huawei stops HMS research and development, Huawei's mobile phones abroad will be affected. If you leave chip research and development and don't support Kirin chips, you naturally need to use Snapdragon or MediaTek (of course, some models of Huawei and Glory are also in use), but this is undoubtedly the case for Huawei and HONOR.

After all, many people buy Huawei mobile phones because Huawei's chip technology (which is also the pride of domestic technology) is naturally pleasing, so this is also one of the core selling points of Huawei mobile phones, and Huawei's Kirin 5G SOC is Huawei's pride. So far, no enterprise can match it, so this is naturally indispensable!

Therefore, I understand the meaning of netizens' questions. If Huawei, like other domestic mobile phones, has no research and development on the exclusive advantages of chip system and HMS, what will it be like to compete with Xiaomi, Yijia, oppo and vivo? If it is not pleasant to hear, it may greatly affect Huawei's sales, and in the case of foreign relations with Google, sales performance will definitely be greatly affected!

Huawei's R&D technology is the key to turn the spare tire into a regular tire, and it is also Huawei's biggest core selling point, so this assumption will not appear, and Huawei itself is also an enterprise engaged in network technology research and development before making mobile phones, so the core gene is here. I have to give an example here, namely Huawei and Lenovo. When we started our business, Huawei took the technical school and Lenovo took the international trade route. A few years ago, Lenovo's reputation was indeed greater than Huawei's, but in the past two years, it is needless to say that the PC market. Huawei's latecomers also appeared, but they did not achieve as good results as Lenovo. However, Lenovo did much earlier in the mobile phone business than Huawei, but in early 2020, the head of mobile phones often jumped to Xiaomi. So far, Lenovo's mobile phone business has not done much!

If Huawei does not engage in independent research and development, domestic mobile phones will face an extremely severe situation, that is, domestic mobile phones will be almost completely controlled by core supply chain manufacturers such as chips and systems in the United States, such as Qualcomm and Google, and suffer greater exploitation, becoming its bottom migrant workers, which is often referred to as assembly plants at present.

Although the suppliers of important spare parts for mobile phones are far more than Qualcomm and Google in the United States, these two manufacturers play a decisive role in Android phones. This paper does not involve Apple mobile phone, because the completely closed software and hardware system has little overlap with domestic mobile phone manufacturers.

Huawei is the king in the field of mobile communication chips. In the 5G era, Huawei has actually been ahead of Qualcomm. Whether it is an independent baseband chip or an integrated chip, whether it is a hardware performance index or a patent, Huawei has formed a leading edge over Qualcomm's baseband chips. If Huawei does not engage in independent research and development, it means that Qualcomm is the absolute market leader of mobile communication chips (baseband chips), Samsung and MediaTek are vulnerable, and will definitely be suppressed by Qualcomm with the strong support of the US government, thus Qualcomm will form a near monopoly position. In this way, it is obvious that domestic mobile phone manufacturers will pay more Qualcomm tax, and Qualcomm has never been polite to all kinds of patent fees and handling fees.

For mobile processor chips, Huawei Kirin series chips are not weaker than Qualcomm. Once Huawei gives up the market, Samsung, MediaTek, Spreadtrum, etc. Qualcomm's offensive could not be stopped. The future competitive situation in this field is very similar to that in the field of baseband chips. Without the limitation of Huawei chips, Qualcomm will inevitably continue to increase its own expenses, and suppress a number of mobile phone manufacturers at the low-end assembly end through all-round control.

As far as other chips are concerned, dozens of chips such as power management and RF are mostly produced by American chip companies, and Qualcomm has the most comprehensive product line.

As for high-cost hardware such as memory chips, lenses and screens, they are basically in the hands of Samsung, Sony, LG and other Japanese, Korean, European and American manufacturers. The market share of domestic manufacturers is still very small, basically at the low end.

In terms of software and system, except for Apple's iOS, almost all others are Android mobile phone systems. Except Huawei, almost all domestic mobile phone manufacturers' systems are just a UI on Android, and there are not many core R&D capabilities at all. The status quo of the entire Android ecosystem is almost completely controlled by Google, and the ecological profit is almost in the hands of Google, and at present, Google's control over the Android system is still strengthening. However, Huawei is different. Although Huawei also relies on the Android ecosystem in the short term (especially the international market depends on GMS support), the research and development of Huawei's own HarmonyOS system has basically taken shape, and the HMS ecosystem is also booming. The application of ecological strength is not enough in the short term, but as long as the domestic market can continue to support 1-2 years, it is very likely that HarmonyOS system and HMS will become the three major mobile ecosystems (Apple, Android and HarmonyOS systems) in the world. With such a good situation and a once-in-a-lifetime opportunity, once Huawei completely abandons independent research and development, it is almost impossible for a new software application ecosystem except Apple and Google Android to appear in the future. Domestic mobile phone manufacturers have no choice but to succumb to Google Android.

As can be seen from the above, if Huawei, which has the strongest R&D capability and the most comprehensive core software and hardware self-research capability, abandons independent research and development, it means that domestic mobile phone manufacturers have completely lost their market influence and can only succumb to the assembly plants of some powerful enterprises in the international market supply chain, which will always be at the lowest end of the supply chain and make money to survive.

From the innovation of the whole smart phone industry, Huawei is one of the innovation leaders. If Huawei gives up independent research and development, it will also make the whole industry lose a strong innovator, thus greatly weakening the innovation trend of the industry.

These are just some effects related to the field of smart phones. In fact, Huawei's strength goes far beyond mobile terminals and mobile chips. The communication field is Huawei's global super leader, and it is also based on its strong independent research and development strength. Moreover, the future world will be the Internet of Things+artificial intelligence era. Huawei has long understood this technology trend and invested in research and development in these forward-looking fields, forming a complete technology and product system of Internet of Things, artificial intelligence and car networking. Huawei is likely to be the most important player in the future Internet of Everything era. If Huawei gives up independent research and development, it will mean losing the opportunity to lead the world in the future, and it will also mean that China will lose a powerful enterprise in the future technological development.

All these analyses show that the probability of the subject asking questions is obviously very small, and of course once it happens, it will have a great impact. Huawei's comprehensive technical strength is unmatched by other domestic mobile phone manufacturers at present. Except Huawei, no mobile phone manufacturer can compete with American hardware and software manufacturers. This is also the fundamental reason why the US government tries its best to suppress Huawei unreasonably, because Huawei is the most likely enterprise to seize the leading position in the scientific and technological field of the American industrial chain. Of course, we don't want this to happen. I believe that Huawei can't give up independent research and development, and will certainly be able to withstand the current difficulties and become the real king in the future.

As Luo Yonghao said, domestic mobile phone manufacturers are resource integrators.

If the core thing is controlled by others, it will always be controlled by others. Independent research and development is the way out. If Huawei does not engage in independent research and development, it will have little impact on domestic mobile phones for the time being. Of course, the United States will no longer restrict Huawei, and domestic mobile phones will still be controlled by Qualcomm.

In the era of 5G, Huawei will be the overlord of the next mobile phone. After leading the emergence of 5G technology, Huawei and Samsung successively launched their own folding screen mobile phones. Many people have a hunch that the next generation mobile phone will be a folding screen mobile phone, and Huawei, as the leader, is the leader of 5G, which can be said to be the most advantageous in the next generation mobile phone market.

In addition to technology research and development, cost performance and channels are still the most important core elements of domestic mobile phones.

Then it is estimated that the domestic mobile phone market will be reshuffled.

At present, the situation of domestic mobile phone market is caused by the trend of independent design and research of mobile phones led by Huawei, which makes consumers understand and recognize the significance of product research and development strength and eliminates some brands with insufficient R&D investment and R&D ability; The existing mainstream brand Huami OV is almost all under the banner of independent research and development.

Then if Huawei gives up independent research and development, it means giving up the domestic market. The feedback from the market must be due to the lack of the advantages of independent research and development, so Huawei lost its own propaganda point, lost the support and favor of consumers, and thus lost the domestic market.

At present, Huawei is almost a monopoly in the domestic market. If it is eliminated by the market because of giving up independent research and development, then the remaining brands can take the opportunity to carve up Huawei's market share. Perhaps OPPO and Vivo will be the biggest beneficiaries, while Xiaomi will devour the market space released due to lack of glory.

But in the final analysis, this is just a hypothesis. Huawei started from independent research and development, and it is impossible to give up the foundation of its career. In the next few years or even longer, Huawei will still lead the independent research and development in the domestic market at least in the semiconductor industry.

That must be old Meika's neck. You'll have to give you whatever money you want, and you may be cut off at any time.

When the time comes, the rice market will hypocritically say it's a pity.