Just before the CES show, AT & T suddenly dropped out of cooperation with Huawei and cast a shadow of 'politics' on the cooperation case, meanwhile, the domestic self-developed mobile phones and chips were banned in the United States and caused widespread concern and discussion in the industry. I have to recall the historical reappearance of Huawei telecom equipment in 2012 when it was banned from the United States.
Public information shows that AT & T is the second-largest mobile operator in the United States, and the Wall Street Journal said earlier that some noise from regulators may have some impact on Huawei's mobile phone operation in the United States, but Huawei has not officially confirmed that it only said: In the past five years, Huawei has proven its strength by launching high-end products in the global and US markets. At CES, Huawei will release new products and specific listing information to the U.S. market.
Huawei is currently the world's third-largest mobile phone brand behind Samsung and Apple and has been isolated from the U.S. market for years, selling only through online retailers and some U.S. physical retailers, but not through major mobile operators The outside world had expected, the CES will Huawei announced the cooperation with AT & T, but the latest case of cooperation came to a sudden break, the Chinese market forward to Huawei can be poured a large basin of cold water.
Pressure mail exposure HUAWEI AT & T cooperation yellow!
According to tracking reports from the domestic media, it is most likely subject to the e-mail of a joint 18-nation congressman from the United States to Ajit Pai, chairman of the Federal Communications Commission (FCC) late last year, US carriers to investigate the cooperation.This letter is likely to be the root cause of AT & T and Huawei co-operation was 'temporarily canceled'.
In the e-mail, it was mentioned that "the United States should appraise the continued penetration of Chinese telecom companies in the U.S. telecommunications market with a skeptical attitude." "The U.S. government system should not join Huawei or ZTE's equipment, including equipment components." The government contractor should To exclude ZTE or Huawei equipment from their systems, "and asked to know, 'Are FCC employees currently allowed to use Huawei products in government affairs, and if the U.S. telecom operators cooperate with Huawei, will such regulations be adjusted.'
Another major reason is that, according to the media, once Huawei enters the US smart market, it will also pose a threat to another U.S. giants. The cooperation between Huawei and Huawei did not take Qualcomm's chips, His Hass Kirin chip.
HiSilicon chips caused by Apple Alert
Qualcomm is currently the dominant mobile phone chip market, revenue from the Chinese market accounted for nearly half of its overall revenue.Huawei in recent years, high-end smart phone products did not take Qualcomm chips.Therefore, it caused some companies' protective measures 'The reason why the sales of Huawei handsets in the United States must use Qualcomm chips, in addition to patent protection, the same is the United States out of security considerations.
According to the latest statistics of IC Insights, Qualcomm won the first place in the rankings of global IC design companies by 2017 with a total value of 17 billion U.S. dollars, but its ranking is the seventh place with a figure of 4,715,000,000 U.S. dollars and its rank has not yet reached the real threat to Qualcomm. However, Thought of the annual growth rate has reached an alarming 21%.
Huawei actively adopts its own HiSilicon Kirin AI chip in the flagship aircraft models, and kirin970 threatens the position of overlord Apple. It is likely to arouse the vigilance of Qualcomm and Apple in the U.S. market.
Huawei always seeks breakthrough in sales in the United States In recent years, Huawei hand over a brilliant transcript of handset products.According to Huawei CEO Hu Houkun said in 2015, Huawei smartphone (including glory brand) shipped 153 million units throughout the year, The global share surpassed 10% and topped the world's top 3. Huawei Consumer Business expects sales revenue of 236 billion RMB in 2017, an increase of about 30% over that in 2016, ranking No.1 in China's market share.
Huawei has always been in the smart phone market to make the world's first ambitious in October of this year, Huawei Mate10 new machine release, Yu Chengdong has stressed that 'purely market share is not the first of my pursuit of the direction I pursue is high-end machines over All competitors, innovation than all competitors, so as to become a real first. 'So he believes that Huawei to win the high-end battle, must be in Europe, Japan, the United States and other high-end market forces.
According to market research firm Canalys, Huawei's market share for smartphones in the United States was only 0.4% in the third quarter of 2016. Huawei's desire to further dominate the global market and the U.S. market is a crucial step that must be overcome.
However, Yu Chengdong once told the media at CES 2012 that Huawei needed some time for U.S. operators to accept Huawei's high-end products.
Political game 2012 history repeat itself
In retrospect, Huawei's entry into the U.S. market is not easy, with a 2012 U.S. government report affixing a security threat to Huawei to prevent Huawei from entering the U.S. market, while a 2012 US congressional report expressed concern about the security of Huawei devices Huawei denied the allegations at the time and said the report is politically motivated.
In fact, with the security concerns as an excuse, the U.S. government has been holding its door closed to Huawei and other Chinese enterprises in the past few years. This, to a certain extent, has affected the layout of Huawei's other products. The industry is well aware of the complicated political game behind this.
In 2013, when the United States President Barack Obama signed a law requiring the relevant U.S. government departments not to buy information technology systems, especially IT equipment from China, it basically blocked Huawei's possible sale of network equipment to the U.S. market. Huawei, A series of market acquisitions eventually ended in failure.
Before the announcement of the CES cooperation, AT & T canceled the cooperation with Huawei's mobile phone and many people unexpectedly happened at the moment of the announcement of the CES cooperation and cast a shadow over Huawei's mobile phone into the U.S. market again.