On 15 september, the united states ban on chinese chips came into force, and the manufacturers of chips, including those of pet, idb, chase and others, would not be able to supply or produce chinese-owned chips. The remaining ceo of china's consumer business has made it clear that the cylindrium 9,000 chips that will be released this year will only be produced until september 15, or will be the last generation of high-end cylindrium chips。
Shun yan, director of the first cellular research institute, said to the daily newspaper reporter that this would have a significant impact on china’s mobile phone operations, but that it could continue to develop in the next two years if it had prepared a large stock, even half-finished products。
Journalists learned from offline mobile phone providers that the price of the other chinese mobile phones carrying the cylindrium series had already started to rise, and that older machine-type sources, such as the mate 30 4g version, were relatively scarce。
It is understood that in recent years china has been in the field of continuous software and applications to construct a new mobile ecological “curve” and, at the recent conference of developers, china has also released new developments with regard to os2. 0 and hms。
Scale or impact of growth
The mobile phone market had reacted before chinese hardware had been officially “cut off”. On 14 september, a reporter from the daily securities journal travelled to the north commercial district of shenzhen, where people from various mobile phone sales outlets visited, and from time to time customers stopped to inquire about the purchase of chinese mobile phones。
Businesses have informed journalists that there are many people who have recently consulted to purchase chinese mobile phones, and that their current offer for the mate30pro 5g is $5,600 and 4g versions $4,600. Other sources told journalists that the 4g version of the machine was scarce. When journalists asked if there had been any price fluctuations before, the channel stated openly: “because of recent developments, chinese mobile phone prices have increased for a while, prices have begun to rise from the point of entry, and old machines are difficult to obtain”
On the other hand, in sales outlets such as côte d ' ivoire and suning, journalists noted that the offer for mobile phones by china was on the same page. According to the shopkeeper, “there is no official discount activity, but shenzhen is subsidized to apply for a 10 per cent return”
“property is rare, and chip cuts are the main cause of recent price increases,” sun yan said, “the domestic market share of china may fall from 50 per cent to 30 per cent in the future with fewer mobile phone deliveries. For the time being, chinese prices have not increased officially, but some distributors may have made up for the losses by making appropriate increases.”
China, a research expert and author of china for internationalization, wrote to the journal of securities: “the size of china's growth over the past two years will be affected by the high percentage of consumer business and the impact on overseas sales of high-end mobile phones. And china's investment in research and development for other projects can be influenced by business such as `hole-filling' chips.”
In the first half of 2020, china's sales revenue was 45. 4 billion yuan, an increase of 13. 1 per cent over the same period; of this, mobile phone-based consumer business generated 25. 5 billion yuan, an increase of 15. 85 per cent, or 56. 34 per cent. In addition, according to a third-party research institute, canarys, china delivered 55. 8 million smartphones in the second quarter of this year, more than 53. 7 million three-stars, making it the world's largest。
It was previously reported that china currently had a high-end cylindrium stock of about 10 million tablets of cylindrium, or could support the use of mate40 pro flagship phones for about six months。
However, when the stock is run out, the high-end line for mobile phones in china may face greater challenges, and consumers are beginning to worry about the smooth release of the machine。
In response, on 14 september, yu cheng responded on weibo: “please wait a little longer and everything will be on schedule”
Work on building new mobile ecology
In fact, in the face of hardware-level constraints, china has already begun to attempt a breakout at the software level。
A few days ago, china officially released harmonyos2. 0 (honmont os 2. 0) and announced open sources at the conference of developers, and released updates on hms (huawei mobileservices, china's mobile services) and new upgrades of emui 11。
Over a year, the chinese operational system harmonyos was officially upgraded to version 2. 0. According to a live presentation to the general assembly by the remainder of east, harmonyos2. 0 will support the synergy of additional equipment by overhauling distributed capabilities such as distributed soft bus, distributed data management and distributed security, along with the release of a self-adapted ux framework that allows developers to quickly reach tens of millions of levels of new equipment and users。
The remainder indicated that harmonyos would be officially open and the developers would acquire simulators, sdk packages and ide tools. “as of 10 september, harmonyos would be open for terminal equipment stored in 128 kb to 128 mb, such as large screens, watches, motor vehicles, and 128 mb, and from april 2021 for 128 mb to 4gb terminal equipment.” in addition, according to the remaining sources, china will fully support the hongmong system next year。
In addition, the hms ecology has also made significant progress, or is expected to become the third largest mobile application ecology globally, with the support of 1. 8 million developers globally. More than 96,000 applications are known to have been integrated into hms core, and appgallery has 490 million active users worldwide, and between january and august this year, appgallery has distributed 261 billion applications. “it's very difficult to build an ecology, but we're growing faster than expected.” the rest of us say。
In the view of zhou tin ice, china's orderly promotion of its own mobile ecological construction is important for its future terminal business development, on the one hand, the overall performance of its mobile phone needs to be supported by its own operating systems and mobile ecosystems, and, on the other hand, the continued use of google-based mobile services will lose initiative in maximizing the performance of the intelligence terminals。
“now, it seems that china is still steady in building mobile ecology. It is also clear to management that building a new ecology is more difficult than solving the operating system, and that it is even more impossible to leap forward blindly in the face of a large group of developers.” zhou tin ice further indicates that “the ecological advantage of china is clear, so that companies can engage developers, stimulate enthusiasm for their participation, or attract overseas `hard google' developers. But this ecology is not yet mature, and in an unstable external environment, some mature developers may lack the will to participate.”
Sun yan, for his part, stated to the daily journal of securities that china's efforts in the ecology of the hongmong system and mobile applications had helped companies to scale up the 5g ecology, especially with regard to the iot network, or had the potential to increase income beyond mobile phone operations。
