Huawei, which has lost its high-end chip, will choose a third-party chip or let SMIC OEM?

For Huawei, because Huawei has no chip manufacturing and production capacity, it can only turn Kirin chip manufacturing to OEM factories. Among them, several Jidian have the strongest technical strength. Therefore, the most advanced Qilin 900 series chips have been handed over to TSMC for many years. However, once the supply of Huawei’s high-end Kirin chips is stopped after September, Huawei’s high-end Kirin chips will be sold to TSMC Facing the situation of production stoppage, either give up or replace the factory. It’s a pity that OEM factories like Samsung and Intel will not contract Huawei with advanced chips. After all, the ban in the United States is the same, and TSMC can’t do it. So Samsung and other OEM factories will face the same situation. Therefore, Huawei can only seek OEM manufacturers in China, which is also the most advanced chip foundry in mainland China. < / P > < p > at present, SMIC has been OEM Kirin 710A chip for Huawei, using its most advanced 14nm technology. Such a previous generation process is more than enough to deal with low and medium-end chips. After all, the scale of Kirin 710A is small and the chip area is limited. The use of 14nm technology can also greatly reduce the cost. However, if the high-end products of Kirin 990 and even Kirin 9000 series are provided, the cost can be greatly reduced It is a little difficult to use 14nm technology for chips. If the density of transistors is not increased, the scale of chips cannot be enlarged. Maybe Huawei needs to separate 5g baseband again, which will lead to the decline of chip competitiveness. < / P > < p > therefore, Huawei must also be aware of the current difficulties, and has been discussing chip supply with Qualcomm and MediaTek. It seems that for Huawei mate series and other high-end models, it is almost impossible to let SMIC OEM chips. Even if the optimization is better, the technology and hardware limitations are there. If the cost is too high and the power consumption is difficult to control, the cost is too high, Small performance functions can not meet the needs of high-end computers. Therefore, for Huawei, the most sensible thing is not to give up chip research and development, but to seek third-party manufacturers to supply high-end chips. Continue ReadingAmerican companies begin to give up R & D: who should pay for corporate research?