华为余承东谈芯片危机:在全球化过程中只做设计是教训

Posted on 5th Sep 2020

华为消费者业务CEO余承东近日在接受媒体采访时,当谈及在美国政府重压下所遭受的芯片危机时表示,“因为没有中国芯片制造业能支持,面临着没有芯片可用的问题。”他说, “现在唯一的问题是生产,华为没有办法生产。中国企业在全球化过程中只做了设计,这也是教训。”

根据惯例,华为每年都会在柏林国际广播展(IFA)大会上发布最新的麒麟芯片,但是9月3日举办的IFA2020大会上,华为并没有发布任何新消息。麒麟9000芯片会在9月10-12日的华为开发者大会上出现吗?对此,余承东回答指,麒麟9000芯片,只生产到9月15号,还会上市,但是数量有限。此前,美国政府8月17日宣布将华为在全球21个国家和地区的38家子公司列入实体清单,以打击华为对商用芯片的获取,且该声明立即生效。

当日,美国商务部工业和安全局(BIS)发布了对华为的修订版禁令(以下简称新禁令)。据了解,新禁令中增加了数条细则,如基于美国软件和技术的产品不能用以制造或开发任何华为子公司(实体名单内)所生产、购买、订购的零部件、组件或设备。此外,该规定还限制实体清单中华为作为“买方”“中间收货人”“最终收货人”或“最终用户”参与相关交易,前提是必须获得许可。

自去年5月将华为列入实体清单之后,今年5月,美国再度升级对华为的限制,拟阻断台积电为华为代工芯片。按照规定,9月14日后,台积电将无法继续为华为代工生产芯片。而这次实体清单中新增的38家公司,主要是华为云、华为OpenLab(开放实验室)在中国国内外的子公司,以及华为收购的以色列IT公司Toga Networks和华为技术在英国的研发公司。自去年5月迄今,被列入美国实体清单的华为子公司总数已达152家。相关报导指,台积电正在24小时不停歇生产。华为具备芯片设计的自研能力,不具备生产能力,所以一直以来都由台积电等厂商代工。

华为早在去年就提前预定了台积电的产能,“麒麟 9000”列为优先投片产品,在今年9月中旬停止生产前,尽可能多备货。随着制裁的加强,除了台积电外,联发科等使用了美国技术的芯片厂都无法出货华为,麒麟系列芯片面临投片无门的局面。

报导指,在深圳华强北市场上,华为手机从5月份就开始涨价。业内人士分析,目前台积电大部分产能应该都是优先保证新旗舰Mate 40的芯片供应,随着麒麟990和麒麟820的数量不断减少,一些搭载麒麟芯片的华为手机就开启了涨价模式。

对此,余承东表示,“因为没有中国芯片制造业能支持,面临着没有芯片可用的问题。”他说, “现在唯一的问题是生产,华为没有办法生产。中国企业在全球化过程中只做了设计,这也是教训。”之前他曾透露,今年秋天上市的Mate 40,将搭载的麒麟9000可能是华为高端芯片的绝版。

怎么解决芯片的问题?余承东认为,一方面,自己的芯片要加快,包括半导体制造工艺,企业要一起努力,另外也要想办法怎么应对,“还可以做生态,做其他一些能做的,比如屏幕、智能电视、电脑等,体积比较大的,要求不高的。”除了芯片之外,鸿蒙操作系统也是广受关注的。余承东解释了鸿蒙操作系统已经在智慧平台使用,为什么没有在手机上使用的问题。

余承东指出,手机早就准备好了,只是因为还有和谷歌的协议,还有老款的手机,所以要等等。他说,“等今年卖完了,明年开始。我们可以给手机、智能电视、传感手表、PC、汽车等各个领域,因为是开源的。”

在去年9月的IFA大会上,余承东曾表示,如果华为手机继续不被允许使用谷歌服务,会考虑立刻使用鸿蒙系统。并且,华为将安卓系统迁移到鸿蒙OS非常便捷,只需1-2天即可实现。他近期谈到,华为要打造生态,“谷歌一年在生态上的收入有几百亿美金,苹果也有几百亿美金。”“谷歌每年给苹果分享收益,现在是一百多亿,但是给中国企业的很少。

 

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