Huawei’s chip unit says it prepared years ago for doomsday scenario of US tech ban
#1
昨天,美国政府先后打出两记绞杀中国高科技企业华为的“组合拳”。其中除了禁止所有美国企业购买华为设备的总统令,美国商务部工业与安全局(BIS)还将华为列入了其一份会威胁美国国家安全的“实体名单”中,从而禁止华为从美国企业那里购买技术或配件。

  然而,今天被曝光的华为公司两封内部信件却显示,华为早有准备。

  其中来自公司总裁办的一份邮件就指出,“公司在多年前就有所预计,并在研究开发、业务连续性等方面进行了大量投入和充分准备,能够保障在极端情况下,公司经营不受大的影响”。

  更引人瞩目的是,华为下属的海思半导体公司,也就是华为自己的芯片企业,还是在一份内部信件中表示他们这个为华为的生存打造的“备胎”,在今天这个“极限而黑暗”的时刻,终于在“一夜之间”全部转“正”。这份信件说,海思曾经担心他们研发的许多芯片永远不会被启用,成为“一直压在保密柜里面的备胎”,但今天,是“每一位海思的平凡儿女成为时代英雄的日子!”

  而耿直哥也从华为公司内部人士以及熟悉华为公司的分析人士处出得知,虽然美国商务部把华为列入“实体清单”会对公司造成影响,但这个影响是可控的,更不存在CNN所谓的对中国落地5G是个“噩梦”,全球商业合同难以兑现等情况。

  知名通信媒体人、C114中国通信网副主编蒋均牧就在一篇关于此事的文章中写到:“美国政府的又一次出手会否对华为有不利影响?答案肯定是“会”。但影响大不大?却又不见得”。

  他说,被禁止在未经美国政府批准的情况下从美国企业获得元器件和相关技术,看似是一道“送命题”,但华为在最基础的芯片、操作系统等领域均已拥有了自主知识产权和自研自产能力。麒麟、巴龙、升腾、鲲鹏、天罡、Solar……其各个产品线大都具备了从“芯”开始的端到端支撑能力。

  所以,蒋均牧认为无法获得来自美国企业的元器件和技术或许在短期内是一个麻烦,长期来看却对其是一种另类的进一步强化自身能力储备的“助攻”。——而且在现有的合同和库存下,华为完全有能力完成产品中来自美国企业元器件的替换,当然具体换不换、怎么换还得看后续的事件发展。

  他的说法,其实也在今年三月底华为2018年的年报发布会上得到了华为轮值董事长郭平的印证。当时在谈到华为2018年经营活动现金流为747亿元,比2017年的963亿元有所下降时,郭平就解释说这是因为去年华为[加大了研发投入,并适当增加了库存,以面对未来的不确定性]。

  所以如此看来,当华为在他们的内部信件中用“时间将会揭开虚伪的面具,阴霾过后阳光必然普照”这句话形容此次事件时,这并不是一句没有底气的“空谈”,而恰恰是因为华为早已在对美国的风险评估上做好了功课。

  而且这个功课,华为早在数年前就已经开始做了。
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#2
Years ago when Huawei’s wholly owned semiconductor unit drew up its contingency plans, executives discussed the various doomsday scenarios that could deal a death blow to the group. One such scenario was the US cutting off access to advanced chips and technology.

Though hopeful that it would never happen, HiSilicon devoted significant resources to building a backup to ensure the survival of the group, according to a memo by Teresa He Tingbo, the company president.

With the US putting Huawei and its affiliates on a trade blacklist, that backup plan is being put to use and will “ensure the strategic safety of most of the company’s products and the continuous supply of most products”, He said, in what is one of the most detailed public description of a contingency plan.

Written in emotive language, the memo was one of the top trending topics on Twitter-like social media platform Weibo on Friday. Most of the posts expressed support for Huawei, though it is not possible to verify whether they were made by independent users. Huawei confirmed the authenticity of the memo but declined to provide further comment.

The trade blacklist would require Huawei and its affiliates to obtain approval from the US government to buy from American companies. On the same day, US President Donald Trump signed an executive order barring the use of telecommunications equipment from companies that are deemed a threat to national security, clearing the way for an outright US ban on products made by Huawei, though the order did not name China or Chinese companies specifically.....

https://www.scmp.com/tech/big-tech/artic...QyqEK_UG3M
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