TSMC didn’t expect that the chip giants would be in full swing, and Huawei would suffer?

As a chip foundry giant, TSMC, Samsung and Intel of the United States have always been famous figures in the market. However, the status of Intel in the United States has not been as good as it was in those years. Some time ago, the official announcement that the release of 7Nm chip was delayed shows that Intel is weak in the aspect of wafer foundry. Therefore, the future competition is mainly around TSMC and Samsung. Currently, 5nm technology is the most advanced technology for mass production in the world. TSMC’s main customers are apple and Huawei, while Samsung’s main customers are Qualcomm and its own chip products. However, it has been reported that the yield rate of Samsung’s 5nm chips is not high. In this regard, Samsung said that there is no such problem, it is just a rumor in the market, so Samsung’s 5nm process will be carried out normally in the future. In fact, Samsung is eager to prove itself in order to catch up with the company as soon as possible. Because of the order demand of apple and Huawei, TSMC’s 5nm capacity has been fully loaded. Although in the later stage, Huawei’s order can’t be accepted by TSMC, Apple has increased its capacity demand again, so TSMC has made a lot of money, and has not received much Too much impact. This was unexpected for TSMC. After all, at the beginning, Liu Deyin also said that after losing Huawei, it would not be possible to make up for the production capacity. Now apple and several other major enterprises are rapidly filling in, which is a bit surprising. Therefore, as the second largest Samsung in the world, Samsung is also very anxious about this situation. Therefore, it is the first priority to start mass production of 5nm chips as soon as possible to ensure that they are not affected. According to a recent news report, Samsung will start mass production of 5nm chips by the end of this year, including the production of mobile chip processors and baseband. Its main customers are the 875 and X60 baseband of Qualcomm and the exynos1000 chip of Samsung. The competition between TSMC and Samsung has begun, and the competition in the chip industry has started again. TSMC has ushered in a strong opponent. < / P > < p > as orders for 5nm chips from both Qualcomm and apple have begun to make progress, Huawei is the most anxious one at present. Although Huawei also has 5nm chips, its reserves are limited. After surviving this year, the P50 series of next year will become a problem again. If it can’t be solved in time, the launch of Qualcomm 875 will begin at the beginning of this year, and Apple’s iPhone 12 will also begin to reduce prices The question is a double blow to Huawei, which can be said to be a double hit. Huawei, which has no core, can only accept this reality. < / P > < p > it is undeniable that the competition in the chip industry is “the stronger the stronger”. Since TSMC broke through the technology by working overtime, TSMC’s strength began to advance by leaps and bounds. Although other enterprises are not bad, TSMC has become the first choice of major manufacturers. Apple, NVIDIA, AMD and even Intel have become TSMC’s customers. In contrast, China’s semiconductor industry still has a long way to go, not only facing the U.S. target, but also relying on its own strength to seek breakthroughs. In fact, in the final analysis, the semiconductor industry is actually a constant trial and error and constant exploration of technology. Why TSMC can grow into a giant depends on the various holes it has stepped on and the difficulties it has gone through. Therefore, China’s semiconductor enterprises should do the same. We can’t expect domestic semiconductors to achieve the so-called “corner overtaking”, so we should do it step by step and steadily. Huawei has finally made a choice! Xiaomi and ov have also followed up. Have you ever thought about today?