Huawei's 5G chip problem will be solved by the end of 2022.
The recently released Huawei P50 series has two versions of the chip configuration: the Qualcomm Snapdragon 888 and the Kirin 9000 soc. Unfortunately, none of the devices in the P50 series support 5G, they only support 4G networks. The impact of this move is already being felt in the market. After the launch of Huawei P50 series, the price of older phones that support 5G such as Mate 30 and Mate 40 has increased. This is because users believe that older 5G smartphones are better than the new generation of 4G smartphones. At present, the problem of Huawei's chip foundry technology restrictions is difficult to solve, but it is not impossible to bypass the 5G restrictions in the United States. According to the latest report, Huawei will be able to solve the 5G problem by 2022.
The main reason why Huawei P50 does not support 5G is the US ban. 5G devices have two types of sound waves - surface acoustic waves (SAW) and bulk acoustic waves (BAW). Among them, due to a variety of reasons such as performance and technology, bulk acoustic wave (BAW) is the first choice for 5G mobile phones. According to the data, in the bulk acoustic wave (BAW) market, Broadcom (AVAGO) in the United States accounts for 87% of the global market. In addition, another American semiconductor company, Qorvo, has 8% of the market share. This means that 95% of the global market for bulk acoustic waves (BAW) comes from US companies. In addition, surface acoustic wave (SAW) is also monopolized by the United States and Japan. Companies such as Murata and TDK have a firm grip on the market, with a global market share approaching 70%. This means that the main technology for the core filter of 5G RF chips comes from the United States. From the current point of view, 5G RF is highly monopolized. It is this step that Huawei cannot bypass, resulting in the lack of 5G in the Huawei P50 series. The Huawei Mate 50 will be equipped with Qualcomm's Snapdragon 898 chip. By the second quarter of 2022, Huawei will resume normal 5G smartphone business. According to supply chain data,
This means that Huawei will soon get a Chinese 5G chip.