19日 ,美方表示將把華為購買美國產品的「臨時許可證」再次延長90天,截止日期大約是11月19日。
「對美國電信企業來說,這又是90天時間,」 美國商務部長羅斯(Wilbur Ross)在福克斯商業頻道(Fox Business)節目上說,「美國一些農村企業依賴華為,所以我們給它們多一點時間來『擺脫』華為。」對此,華為方面發表聲明稱,美國政府發布的延期臨時許可,沒有改變華為被不公正對待的事實。
這種做法違反市場經濟的自由競爭原則,不會使任何一方從中受益。On Monday, U.S. Commerce Secretary Wilbur Ross announced a 90-day reprieve for Huawei, extending its temporary general license until November 19. At the same time, another 46 Huawei affiliates were added to the "Entity List", which restricts some U.S. companies from selling their products to Huawei, raising the total number to more than 100. Huawei responded to the move by calling it "politically motivated," claiming it "has nothing to do with national security.""These actions violate the basic principles of free-market competition. They are in no one's interests, including U.S. companies. Attempts to suppress Huawei's business won't help the United States achieve technological leadership," said the company's official statement."The extended temporary general license issued by the U.S. government does not change the fact that Huawei was treated unfairly. The extension won't have a substantial impact on Huawei's business, and we will continue to focus on developing the best possible products and providing the best possible services to our customers around the world."The tech giant urged the U.S. to put an end to unjust treatment and remove it from the "Entity List".2018年12月,應美國要求,華為副董事長、財務長孟晚舟在加拿大溫哥華被捕。美國「圍剿」華為大戲拉開帷幕,一直以來「低調神秘」的華為成為國際焦點。It all started with Huawei CFO Meng Wanzhou's arrest in Canada at the request on a U.S. warrant in December 2018.在美方這樣的「極限施壓」下,華為及其美國供應商的營收又怎麼樣呢?
根據華為7月30日發布的2019上半年財報來看,華為依然保持著高速增長(同比23.2%)。Huawei CEO Richard Yu said on August 9 in south China's Guangdong Province that without the sanctions, Huawei's smartphone shipment would likely have been the world's largest in that period.倒是其美國供應商們,深深感受了一把「人間冷暖」——根據各大公司7月底發布的財報,
英特爾、高通、AMD等華為美國供應商當季營收全線下跌。英特爾(Intel):營收同比下降3%,淨利潤同比下跌17%
高通(Qualcomm):營收同比下降13%,且全年晶片出貨額預計將同比下跌31%-41%。
美光(Micron):營收同比下降62.8%,淨利潤同比下跌78%
Qualcomm's Q3 FY2019 financials
Flex's First Quarter FY 2020 financials
Sanctions didn't stop the company from preparing for the future.
8月9日,在華為有史以來最大的發布會上,鴻蒙作業系統正式登場。儘管華為方面曾多次表示,鴻蒙是為物聯網開發,手機產品會優先使用安卓,但該公司消費者業務CEO餘承東在鴻蒙發布會上直言,
「如果安卓不能用,鴻蒙隨時可用。」餘承東還表示,
如果有需要,鴻蒙只需要一兩天就可以切換到手機上替代安卓系統。鴻蒙完全兼容安卓系統的應用系統,而且比安卓系統最高可以提升超過60%的性能。On August 9, Huawei officially revealed its homegrown operating system (OS) "Harmony," previously known as HongmengOS, at the Huawei Developer Conference 2019 (HDC 2019) in Dongguan, south China's Guangdong Province.Notably, when talking about how Huawei can no longer access Google's Android ecosystem, the Shenzhen-based high-tech giant assured the crowd that the shift of HarmonyOS to smartphones would only take "a day or two."
8月10日,華為旗下品牌榮耀發布了首款搭載華為鴻蒙作業系統的智能終端——榮耀智慧屏。按華為的計劃,鴻蒙將率先應用在智能手錶、智慧屏、車載設備、智能音箱等智能終端上。
Huawei's first device Harmony OS device came into the spotlight just a day after the system was releasedThe Honor Vision and the Honor Vision Pro, which have been widely rumored as Huawei's smart TVs, were shown to the public by Richard Yu during the product launch.
8月16日,華為執行長任正非接受了英國天空電視臺採訪,狀態看起來十分不錯。談到美國禁令會有什麼影響,任正非回應稱:「如果美國封鎖,不讓谷歌提供安卓系統給我們的話,世界上出現第三種系統,對美國稱霸世界也是不利的。
On August 16, Ren Zhengfei had an exclusive interview with the British broadcaster Sky TV.
Referring to the U.S.' ban on Huawei's enterprise and its influence, Ren Zhengfei responded: "If the U.S. government does not allow Google to provide the Android operating system, then the world may have a third operating system—and that is actually a threat to the U.S. current dominating status in the technology industry."
當被問及「實際是美國政府幫了華為」時,任正非豎起大拇指,大笑著回應稱——
「沒有川普的宣傳,全世界都不知道華為這麼厲害,」任正非還誇獎川普道。他的回答甚至讓在場的工作人員都忍俊不禁。Ren also mentioned Trump with a smile: "Without Trump's propaganda, the world might still not know that Huawei is so highly effective and so good.""We don't pay much attention to which countries purchase us and which do not. On the contrary, our biggest problem is that we are so welcomed by the market and the demand surpasses much more than the amount that we can supply", he added.
另外,自今年5月被列入「實體清單」後至今,華為又籤訂了11份5G合同,目前總數為50份,領先於全球另外兩家主要5G供應商諾基亞(43份)和愛立信(23份)。「我們現在不在乎哪個國家買我們的、不買我們的,我們現在根本的問題是賣不過來。」