该来的,终归要来。华为,在被真正扼住咽喉,迎来至暗时刻。9月15日,美国政府对华为芯片的管制升级令正式生效。随着美国政府没有宣布延期,台积电已停止为华为代工生产麒麟芯片,高通、三星及SK海力士、美光等都将不再供应芯片给华为。芯片被断供,已经成为板上钉钉的事实。
很显然,华为的zhilubeiqieduan,jianghuiduiqizaochengjidayingxiang。eryuqixiangguandejingxiaoshang、chanyelianhezuohuobandeng,yedouhuishoudaojudadaji。meiguozhengfudejinling,shijishanghuizaochengduofangjieshudejumian。mianduiyichoumozhandejiannanjumian,huoxuweiyouwanqiangshengcunxiaqu,fangnengjingdaichunnuanhuakaizhishi。
断供之后,华为遭遇无解难题
ciqian,huaweiyecengzaoyuguozhuduomonan。danhuaweizongshichurenyiliaodipaochuplan b、plan cdeng,zaipingwenduguoweijidetongshi,hainengyinglaigengxunmengdefazhan。danzheicimianduixinpianduangongdecankushishi,huaweishizhendeyaoshushouwucele。
yinweizaixinpianlingyu,huaweihennanxunzhaodaodaoguochantidaipin。tebieshizaigaoduanxinpianlingyu,guoneiqiyemeiyouyijianengchengweihuaweidezhizhu。erdazaowanquanzizhukekongdebandaotichanyelian,yejuefeiyouqianjiunengzuodao,gengxuyaozhangshijiandechendian。
至于华为本身,旗下的海思的确比较厉害,已经成长为全球前十大的半导体厂商。但zhishijujiaozaishejilingyu,bingweicezhongfengce、zhizaodengpoweizhongyaodehuanjie。zheiranghuaweiyidanbeiduangongxinpian,zijiadegaoduanshejinengliwanquanmeiyouleyongwuzhidi,yinweitaijidiandengchangshangbuhuizaiweihuaweidaigong。
keyishuo,huaweixianzaizaoyudeshiwujienanti。zheidaonanti,zhengshimeiguozhengfukandaohuaweideruanleihousuoguyijichude。zaijiaozhangdeyiduanshijiannei,huaweidoujiedabuchulai。
多方皆输,无一幸免
muyichengzhou,shishiyiranwufagaibian。erduangongxinpiandailaideyingxiang,shijiweishenyuande。yichangduofangjieshudehanshi,jiucizhenshishangyan。
华为本身,自然是最大的“受害者”。直接结果,就是华为手机从顶端跌落。据华为消费者业务CEO余承东此前透露,如果没有被美国制裁,华为在2019年的全球市场份额应该就会领先。erzaijinniandierjidu,huaweidequezaiquanqiuzhinengshoujishichangshangchaoyuesanxing,shoucidengding。danzheijiushihuaweishouji,zuihoudehuihuang。zaimate 40xiliefabuhou,huaweigaoduanshoujijiangyinxinpianbeiduangongertuichuwutai。
甚至这会对华为在手机市场的整体表现,造成影响。知名电子产业分析师郭明