Kirin’s chip is blocked, does it mean that Huawei’s 5g base station is no longer available?

Due to the US crackdown on Huawei, Huawei Hisilicon’s high-end chips will not be able to be produced after September 15, which means Huawei’s high-end mobile phones will be “coreless”. Then, will Huawei’s Kirin high-end chips be “blocked”, will Huawei’s 5g business not go through? At present, the main impact of the U.S. ban on Huawei is still Huawei’s consumer business, that is, Huawei’s high-end mobile phones. Huawei’s high-end mobile phones have always used Kirin chips designed by Hisilicon, a chip design company of Huawei. At present, Huawei P40 carries Kirin 9905g SOC, while Huawei mate40 carries Kirin’s next generation of high-end chips. Huawei’s latest high-end chip is 7Nm technology, which is manufactured by TSMC. According to the U.S. ban, TSMC can no longer contract Kirin chips for Hisilicon after September 15. However, due to the large demand for Huawei’s mobile phones, the latest Kirin chip is still not enough for the mate40 mobile phone. According to media reports, the latest Kirin chip will be used in two versions. The domestic version will use the latest Kirin chip, while the overseas version will carry the latest high-end chip from Qualcomm. However, after that, Huawei Hisilicon chips could not be produced. If Huawei wants to continue to operate the consumer business and does not want to lose Huawei mobile phones, it can only use chips purchased by outsourcing. The chips of mediate and low-end mobile phones are purchased and used by MediaTek, while high-end mobile phones use chips from Qualcomm. < p > < p > according to the ban issued by bis in May, Huawei and its affiliated companies are not allowed to design chips with us technology and software, and other companies using US equipment and technology cannot produce chips for Huawei and its affiliated companies. Huawei can use the method of outsourcing chips to solve mobile phone chips. However, if the United States continues to modify the rules to prohibit companies using American technology from selling chips to Huawei, Huawei will be blocked from even outsourcing chips, and the pressure will be even greater. In addition, the 5g business of Huawei is separated from the consumer business. The 5g business of Huawei mainly provides 5g technology, services and base station equipment, rather than using Hisilicon chips. The base station also needs chips, but Huawei has its own 5g base station core chip “Tiangang”, which uses a 7-nanometer process. At present, the 7-nanometer process can only be produced by TSMC, which will also be affected. However, there is still a big difference between a base station and a mobile phone. A new mobile phone will be released every six months, and the mobile phone chip will be upgraded every year. However, the base station chip does not have such a fast upgrade frequency. Before the 5g era, 4G base station has been in use, so once the 5g base station is built, the service time is relatively long, and there is no need for frequent chip upgrade. In addition, the number of base stations is also limited. This year is a key year for the layout of 5g base stations. According to the base station tasks announced by the three major operators, about 500000 new base stations will be added in the whole year. From the data collected by operators, Huawei accounts for 70%, so Huawei needs to provide about 300000 base station products in the whole year. However, Huawei will ship 142 million mobile phones in 2019, and the base station chip needs The chip demand of mobile phone is not an order of magnitude. < / P > < p > that is to say, the ban in the United States makes Huawei continue to produce mobile phones without using chips designed by itself, and the demand for base stations is limited. Huawei can stock up chips for 5g base stations in advance, which will not be affected significantly for the time being. In 2025, the self-sufficiency rate of chips in China needs to be increased from 30% in 2019 to 70%. It is likely that China will be able to produce its own chips in a few years, so Huawei’s 5g business will not be affected. Continue ReadingYueshang group has become the third social e-commerce service platform listed in China after being gathered in pinduoduo