May 2019, this was the date the United States declared that Huawei was “a threat to national security”thus becoming the first major victim of the trade war against China. Without being able to use American technology, the company was mortally wounded, or that’s what we believed so. Today, Huawei has not only achieved return to the top of mobile phones in Chinahas also become the banner of technological independence.
57%. It is the percentage of Chinese-made components that we can find in the Huawei Mate 70 Ultra launched in 2024 and the Huawei Pura 80 Ultra launched this same year. They tell it in Nikkei Asia where, in collaboration with the Japanese firm Fomalhaut Techno Solutionshave disassembled both models to analyze the internal components. It is the result of six years of efforts to become independent despite the vetoes.
The turning point. The US veto forced Huawei to look for alternatives and create new national supply chains. In 2020, the percentage of Chinese components in Huawei flagships was only 19% and in 2023 it increased to 32%. Reaching 57% in 2024 represents a jump of 23 points, which is said to be early. The countries where most of the components that Huawei managed to supply came from were Japan, the United States and South Korea.
Processor. It is the Kirin 9020, the first manufactured entirely in China and most critical component of all. It is a 7nm chip manufactured by SMIC. To achieve the 7 nanometer process they would have used multi-pattern techniquesquite a technical feat considering that they do not have access to the newer machines, but rather have done so by “tweaking” old ASML machines.
More components. There are more key parts that have managed to be manufactured entirely in China, such as the RAM memory, which is produced by ChangXin Memory Technologies, or the storage, produced by Yangtze Memory Technologies. For OLED screens, almost all the components are Chinese, specifically from the company BOE Technology Group.
Challenges. The 2019 veto was a near-death blow for Huawei; sales fell dramatically and there were moments when we had serious doubts about its continuity, until it began to resurface. Being able to manufacture critical components in China is an enormous achievement, but there is a reality and that is that, technologically, Huawei is several years behind. To put it in context, the Kirin 9020 that they launched in 2024 is at the level of the Snapdragon 855 or the A12 Bionic launched in 2018.
The challenge now is to manage to cut positions and Huawei is already doing it. The Huawei Mate 80 Pro mounts the Kirin 9030which has managed to cross the 7nm barrier and reach 5nm. Furthermore, recent leaks indicate that They have managed to copy an ASML SVU machine which would allow them to go even further, although at the moment it is not ready to produce commercial chips.
Image | Xataka
In Xataka | Huawei is coming back. And not everyone is prepared for what is coming
GIPHY App Key not set. Please check settings