9月15日，美國(guó)對(duì)華為的新禁令正式生效。

     On September 15, the new US ban on Huawei took effect.
　　據(jù)此前消息，今日起臺(tái)積電、高通、三星、SK海力士、美光等主要元器件廠商將不再供應(yīng)芯片給華為，除非受到特殊許可，但顯然，美國(guó)不會(huì)給機(jī)會(huì)。
　　According to the previous news, TSMC, Qualcomm, Samsung, SK Hynix, Meguiar and other major component manufacturers will no longer supply chips to Huawei, unless they are granted special permission, but obviously, the United States will not give opportunities.
　　沒(méi)有任何緩和余地，華為顯然已經(jīng)做了最壞的打算。據(jù)國(guó)內(nèi)媒體報(bào)道，對(duì)于芯片斷供問(wèn)題，華為暫時(shí)沒(méi)有B計(jì)劃，具體應(yīng)對(duì)措施主要還是尋求國(guó)產(chǎn)替代方案。
　　There is no room for moderation, and Huawei is clearly preparing for the worst. According to domestic media reports, Huawei has no plan B for the problem of chip supply interruption, and the specific countermeasures are mainly to seek domestic alternatives.
　　此外，消息稱，華為雖然高端手機(jī)面臨困難，但是后續(xù)可以降維做汽車或者OLED驅(qū)動(dòng)芯片，并且發(fā)展筆記本電腦、平板等其他手機(jī)周邊產(chǎn)品。

　　In addition, the source said that although Huawei faces difficulties in high-end mobile phones, it can reduce its dimension to make automobile or OLED driver chips, and develop notebook computers, tablets and other mobile phone peripheral products.

    有分析指出，華為在關(guān)鍵原材料尚有不同程度存貨，且部分器件已實(shí)現(xiàn)基礎(chǔ)替代，以及出貨節(jié)奏的控制，短期1-2年內(nèi)整體業(yè)務(wù)破壞性影響預(yù)計(jì)不會(huì)特別明顯。

    Some analysis points out that Huawei still has different levels of inventory of key raw materials, and some devices have realized basic replacement, as well as the control of shipping rhythm. The overall business destructive impact is not expected to be particularly obvious in the short term of 1-2 years.
　　但由于上游廠商大多難抵美國(guó)法令，9月15日后被動(dòng)選擇不予華為供貨將成為事實(shí)，華為中長(zhǎng)期將會(huì)面臨業(yè)務(wù)戰(zhàn)略選擇、產(chǎn)業(yè)鏈重構(gòu)嘗試等重要問(wèn)題，同時(shí)中國(guó)科技內(nèi)循環(huán)也被更加重視。
　　However, due to the fact that most upstream manufacturers are unable to comply with the U.S. laws and regulations, it will become a fact that Huawei will passively choose not to supply products from Huawei after September 15. Huawei will face important problems in the medium and long term, such as business strategy selection, industrial chain reconstruction attempt, and so on. At the same time, China's internal circulation of science and technology has also been paid more attention.
　　此前，有人爆料，華為海思包了一臺(tái)貨運(yùn)專機(jī)到臺(tái)灣，把麒麟與相關(guān)芯片在9月14日之前運(yùn)回所有芯片。
　　Previously, it was disclosed that Huawei Hisilicon had contracted a special cargo plane to Taiwan to ship Kirin and related chips back to all chips before September 14.
　　所以，麒麟9000的備貨支撐華為Mate 40如期發(fā)布不成問(wèn)題。在日前公布的HDC 2020大會(huì)的個(gè)人日志視頻中，面對(duì)下一代華為Mate手機(jī)何時(shí)發(fā)布的問(wèn)題，余承東親口承諾，請(qǐng)大家再等一等，一切都會(huì)如期而至。
　　Therefore, it is not a problem for Qilin 9000 to support Huawei mate 40 release on schedule. In the personal log video of HDC 2020 conference released a few days ago, faced with the issue of when the next generation Huawei mate mobile phone will be released, Yu Chengdong personally promised that everyone would wait a moment, and everything will come as scheduled.
　　9月8日，在中國(guó)信創(chuàng)黃埔論壇上，倪光南院士認(rèn)為，華為不會(huì)面臨“無(wú)芯可用”的困境。他認(rèn)為，雖然中國(guó)芯片產(chǎn)業(yè)在7nm技術(shù)上收到制約，但是依靠中國(guó)現(xiàn)有的技術(shù)，依然可以制作出14nm或28nm的芯片，這對(duì)華為來(lái)說(shuō)是一條出路。
　　On September 8, at the China Xinchuang Huangpu forum, academician Ni Guangnan believed that Huawei would not face the dilemma of "no core available". He believes that although China's chip industry is restricted in 7Nm technology, it can still produce 14nm or 28nm chips depending on China's existing technology, which is a way out for Huawei.
　　雖然短期內(nèi)還做不到7nm、5nm的先進(jìn)制程芯片，但這也只影響手機(jī)業(yè)務(wù)。大部分科技產(chǎn)品使用14nm、28nm芯片已經(jīng)綽綽有余。這意味著除了手機(jī)芯片，華為的網(wǎng)絡(luò)設(shè)備芯片制造基本不受影響。

 

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