#Networking_Equipment

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Huawei denies everything The Bloomberg resource published a large article describing how the Chinese government in various ways helps Huawei not only stay afloat under US sanctions, but also actively develop. [caption id="attachment_85236" align="aligncenter" width="780"] Huawei[/caption] For example, journalists discovered a network of enterprises supported by an investment fund of the Shenzhen city government, the purpose of which is to help Huawei create a self-sufficient chip network. The group includes companies specializing in optics, developers of equipment for the production of semiconductors, and even manufacturers of chemical products. China is also sponsoring a $30 billion project to help Huawei build its own chip factories. [caption id="attachment_85237" align="aligncenter" width="780"] Huawei[/caption] The Chinese government actively supports and subsidizes Huawei At the center of the network of state-owned enterprises that are assisting Huawei is an investment fund run by the Shenzhen municipal government. The Shenzhen Major Industry Investment Group fund itself was created in 2019 after the first US sanctions and received direct instructions to support China's chip production efforts and, in particular, Huawei. Separately, Bloomberg says that the Chinese government actually forced the announcement of the Mate 60 Pro smartphone ahead of schedule because it wanted to time the announcement to coincide with the visit of US Commerce Secretary Gina Raimondo to the country. In general, the government actively subsidizes Huawei. According to SemiAnalysis analysts, the scale of subsidies is huge They will build apartment buildings, help with land and will not charge income taxes It is important to note that Huawei denies government assistance, saying that this is all speculation and speculation based on information on the Internet.

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They will be presented on December 5 Huawei has published posters of the Enjoy 70 and Enjoy 70 Pro smartphones, which will be presented on December 5th. [caption id="attachment_85075" align="aligncenter" width="387"] Huawei[/caption] Despite their relation to the same series, the new items are dissimilar in appearance. The younger model is more reminiscent of the flagship Huawei P, while the older one is similar to the Mate line. Technically there will also be many differences. The basic Enjoy 70 will receive the old Kirin 710A SoC, an HD+ screen, a 50-megapixel camera and a huge 6000 mAh battery with 22-watt charging. For its new smartphones, Huawei chose the ancient SoC Kirin and Snapdragon 680. [caption id="attachment_85076" align="aligncenter" width="385"] Huawei[/caption] Enjoy 70 Pro, in turn, will be equipped with a Full HD+ display, a 108-megapixel camera, 40-watt charging with a 5000 mAh battery and a Snapdragon 680 SoC. As you can see, Huawei has not yet completely switched to its own platforms. However, both Kirin 710A and Snapdragon 680 are technically very old solutions, based on Cortex-A73 and A53 cores, except that the Qualcomm platform is produced using a fairly modern 6 nm process technology versus 14 nm for Kirin.

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Samsung has already shown such a concept Huawei is already actively eating away Samsung's share in the folding smartphone market, and next year it may even release a new type of such device before the Korean giant.  [caption id="attachment_80746" align="aligncenter" width="780"] Huawei[/caption] Huawei could beat Samsung and be the first to release a smartphone that folds in two places We are talking about a folding smartphone with two hinges, which will fold not in one place, like all current ones, but in two at once. According to TrendForce, the development of such a device in the bowels of Huawei is going well, and the smartphone could be launched as early as March 2024. A similar decision from Samsung is expected next year, but Huawei may be the first. Of course, given the sanctions, Huawei’s limited capabilities and focus on the domestic market, this will not be a problem for Samsung globally, but it will show the world that Huawei can beat its competitor in a market where the latter dominates. 

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And that's not Qualcomm's only problem. The Huawei Mate 60 and Mate 60 Pro smartphones are known to be based on the Kirin 9000s SoC, which is manufactured by SMIC using the 7 nm process technology. And due to the return of Huawei to its platform, Qualcomm will suffer greatly. [caption id="attachment_53268" align="aligncenter" width="780"] Huawei[/caption] According to analyst Ming-Chi Kuo, next year new Huawei smartphones will use only Kirin platforms. Apparently, we are talking about all the devices of the Chinese company. To make it clear how important this is for Qualcomm, it must be said that in 2022 Huawei purchased 23–25 million Snapdragon single-chip systems from Qualcomm, and this year it will purchase a total of about 40–42 million. This is a very, very rather big share for Qualcomm. This is the opposite effect of sanctions against Huawei. As a result, it is expected that the supply of Qualcomm platforms for Chinese brands next year will fall relative to the current one by 50-60 million at least. The analyst believes that due to competition from Huawei, a number of other companies will reduce the volume of orders from Qualcomm. However, the latter is not going to be idle. Already at the end of this year, as expected, the company will start a price war, that is, it will reduce prices for its platforms. Yes, Qualcomm will lose profit because of this, but it may not lose market share in China so much. But it's not all bad news for Qualcomm. Kuo confirms recent rumors that the Exynos 2400 SoC will be used in Samsung Galaxy S24 smartphones more than previously thought. In addition, in 2025, Apple will finally have its own 5G modem, that is, the company will stop buying modems from Qualcomm.

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Although Mate X3 is not available globally Huawei has long fallen out of the list of smartphone leaders, and given the US sanctions, it is unlikely to return there shortly. However, somehow Huawei has managed to beat everyone in at least one important market segment.  [caption id="attachment_53235" align="aligncenter" width="780"] Huawei[/caption] Huawei performed a miracle and somehow beat Samsung. According to analysts at Omdia, in the second quarter of this year, Huawei was able to overtake Samsung and become the market leader in foldable smartphones in the book form factor with a share of 32.9%. And all this thanks to the Mate X3 model, which, recall, is sold almost exclusively in China.   Yes, in the second quarter, Samsung also offered the Galaxy Z Fold4, which may have been weak in sales amid the expected release of the Fold5, but in any case, all Fold models are sold everywhere, while the Mate X3 is available primarily only in China.  Unfortunately, the source in the free report does not provide either the share of Samsung or sales data in quantitative terms.