What does Meng Wanzhou’s release and return to China mean for Huawei?

For Huawei, it is certainly a good thing to be released and return to China, but it heralds a positive news on a deeper level: many differences can be discussed with the support of the country, and the situation in all aspects may further improve in the future.

First of all, the smooth return without admission of guilt is a great support for Huawei's business reputation and legitimacy, and is very important for future global business. At the same time, this is also a great encouragement and motivation to Huawei employees during difficult times.

Nowadays, the global industrial chain has me among you and you among me. It cannot be divided into two worlds. The United States needs to cooperate with China due to its own industrial needs and inflationary pressures. Therefore, when a pragmatic government comes to power, many technology and trade issues may further improve.

The release event is part of the Tianjin list. In the future, as negotiations between the two parties deepen:

If Huawei is further allowed to obtain Qualcomm's 5G chip supply, the mobile phone business situation will change significantly. Not only the domestic market structure, but also the international market structure will also change.

The mobile phone business is a super cash cow that can help Huawei greatly improve its financial situation and facilitate continued investment in research and development. As a giant company in the industrial chain, Huawei itself will drive comprehensive recovery and breakthroughs in upstream and downstream industries.

For other technology companies, this means that they have one more big customer, and their business will further accelerate development. Even it is good for many foreign companies that master core technologies.

The current situation in the domestic semiconductor industry is tense. Although localization is accelerating, it still faces many difficulties:

14nm and N1 processes have poor yields and small production capacity, requiring strong Fabless customers. Support;

DRAM and NAND Flash have just made breakthroughs, and their market share is negligible, requiring large customers to purchase;

From logic processes to specialty processes, third-generation semiconductors, analog chips and other stuck links There are many and require customer technical support;

Therefore, if the current positive signals can be further extended and developed, it will be of great significance for solving core technical problems and accelerating the pace of industrial upgrading.

After all, it can be seen from Apple that a giant company can drive the entire supply chain to take off. For domestic companies, domestic customers will give them more opportunities:

They will give more tape-out opportunities than foreign companies such as Qualcomm and Broadcom, tolerate longer yield ramps, and help more process issues.

Finally, even for ordinary students, Huawei's changing situation and improved cash flow mean that it will recruit more people and have more opportunities to find jobs, especially in majors such as science and engineering.

As we all know, a large part of the reason for the involution phenomenon is the lack of high-paying jobs, which is essentially due to insufficient industrial upgrading. So these changes are relevant to everyone.

Of course, we must also be prepared for nothing more than this and no further progress. After all, you still have to rely on yourself for core technology.