Due to the special relationship between China and the United States, Huawei still attaches great importance to cooperation with U.S. supplier partners, but it is also looking for opportunities to reduce or even get rid of its dependence on the United States. Some products have realized complete absence of U.S. parts.
According to South Korean media reports, Huawei will gradually reduce its dependence on South Korean giant Samsung in the next five years or so, reduce the purchase of its parts and components, and at the same time, support more local suppliers in mainland China and increase the proportion of domestic products.
According to the information disclosed by Samsung, Huawei is currently the fifth largest customer of Samsung, with apple, best buy, Deutsche Telekom and Verizon at the top.
Huawei mainly purchases memory and memory chips from Samsung, but in recent years, China has invested heavily in the localization of memory and memory, and Ziguang, Changjiang storage, Changxin storage, etc. are rising strongly, and have made remarkable progress. South Korean media believe that Huawei will definitely use more domestic memory and flash memory in the future.
In addition,South Korean media believe that Huawei is better than Samsung in 5g technology and price competitiveness, and also challenges Samsung exynos through Kirin processor in the system semiconductor market.
In the second quarter of this year, Huawei's market share in the Asia Pacific semiconductor processor market was 12.9%, almost in line with Samsung's 13.1%.