Huawei has been severely sanctioned by the United States, and the short board of patent layout will be its challenge.

US local time 5On March 15, President Trump signed an executive order declaring that the United States is facing technological threats and entering a state of emergency, prohibiting American companies from using communication products provided by companies that threaten national security. Meanwhile, the U.S. Department of CommerceWill Huawei and its related70Companies included“List of entities”,Require U.S. companies to obtain special approval when selling products to Huawei. Recently, many media reported that Google suspended part of its business with Huawei, which means that Huawei's mobile phone use of Android will be greatly restricted and cannot be updated.

The US sanctions have caused a great shock in the industry, which will be a big test for Huawei. 2018Among the 92 supplier winners released by Huawei at the end of the year, companies headquartered in the United States accounted for the largest proportion, with a total of 33, includingIntel, Qualcomm, Broadcom, Micron, Sijiaxun and other companies, the main products involved in compositeIII-VSemiconductors, Global Wireless Technologies, Mobile PhonesSoCstorage devices, etc. According to the market revenue shown on Huawei's official website, consumer services and operator services account for nearly80%In terms of global market share, the Americas market accounts21.3%. The United States in the supplier and market level of Huawei double interception, Huawei has enough to deal with it?

He Tingbo, President of Huawei Haisi17The company responded in a letter to employees on Sunday night that years ago it expected that all advanced U.S. chips and technology would be unavailable and that Huawei would continue to serve its customers. The spare tire once built was all "turned positive" overnight ". Huawei's RotationCEOHu Houkun also claimed that the company had made predictions many years ago, and made a lot of investment and full preparations in research and development, business continuity, etc., to ensure that the company's operations will not be greatly affected in extreme cases. It can also be seen from the many speeches of Huawei executives that although Huawei is purchasing and using devices from American companies on a large scale, it has still made a lot of investment in research and development of software and hardware. While using American devices, it also Improve the degree of device autonomy. Hess is inDIGITIMES ResearchPublished2018 Global year ago10 Large fablessICDesign company (Fabless) ranked fifth in the ranking, with a chip production75Billions of dollars. In terms of software, Yu Chengdong also admitted in an interview that Huawei has prepared its own operating system.

After years of development, Huawei has achieved good results, especially in patented technology.WIPOAccording to the published international patent report, Huawei applied for a total5405patents, ranking first in the world. In5Gfield, according to the global5GIn the ranking of the number of core essential patents, Huawei is ranked1970The number of patents has become the absolute leader. (https://baijiahao.baidu.com/s?id=1628610906900343511&wfr=spider&for=pc) However, due to the late start of Huawei's technology, its patent layout may be inherently deficient. Qualcomm and other U.S. companies have laid out many basic patents involving core components in the communications field. InCDMAstandards, Qualcomm from3GBegin to dominate for a long time, being granted a large number of basic patents, which are difficult to circumvent in the short term, so.claim to have independent intellectual property rightsTD-SCDMAHave to pay royalties to Qualcomm. Huawei's33Home American Suppliers Worldwide70Many countries and regions have applied.40Many of these patents are basic patents. Although Huawei has also granted a large number of patents, most of them do not belong to the field of parts and components.

The basic patents owned by US suppliers that cannot be avoided in the short term may become a challenge that Huawei will have to face in the future. With Huawei's current technology development capabilities, perhaps the software and hardware of all products can be developed and produced independently, but even if the U.S. device substitutes it produces can meet the quality requirements, when its products are put on the market, they will also face intellectual property rights. risk. Because U.S. suppliers have basic patents, they are willing Huawei to purchase their devices to share the profits. However, due to the restrictions of Trump's executive order, Huawei has to develop these devices independently, which means that their market share is greatly reduced. At this time, U.S. suppliers will take up patented weapons and attack Huawei on a global scale. The layout of patents is a process that requires long-term accumulation, and Huawei will make its profits every year.10%Invested in research and development, enough to see the importance of its patent layout, I believe that Huawei is ready to face all challenges.