Hauwei’s Plan B is not Convincing
After being slain by the United States, Huawei announced that it would stabilize its supply chain with its own record. However, many experts do not think that Huawei can really retreat without American manufacturers, and pointed out that many American companies’ technology is difficult to replace.
The United States accused Huawei of its network facilities becoming a conduit for China to steal information and confidentiality, and therefore called on allies to refuse to use Huawei’s 5G network products. Now, US President Donald Trump has further signed an executive order to put Huawei on the blacklist of controls, which has caused a serious impact on the Chinese technology giant. From wafer to operating system, they are facing a fate. In response to the US blockade, Huawei said it will be technically self-sufficient, but industry experts believe that this is easy to say, but it is actually difficult to implement.
In the past few years, Huawei has also strengthened its technical strength through acquisitions. A senior executive in the industry believes that the US government’s restrictions are implemented too late. A Huawei spokesperson said it would use its semiconductor company HiSilicon as much as possible to replace the banned US components, but declined to give more details. Analysts at Strategy Analytics said he would be surprised if Hess could really achieve his goals without any US suppliers.
Experts pointed out that even if Huawei wants to design its own chips, it is likely to use chip design software from US companies such as Synopsys and Cadence. Chip manufacturers around the world use the software of these companies to design and test. Analysts say that Synopsys and Yihua can meet almost all relevant requirements and therefore are difficult to replace.
In addition, Huawei also relies on US special laser and module suppliers, including NeoPhotonics, Lumentum and Finisar. Lasers are very important to Huawei’s business in telecommunications network facilities. Expert Philip Gadd believes that even if China can manufacture itself, it is difficult to mass-produce. According to the source, Finisar is confirming the impact of the Huawei ban.