Yu Chengdong admits that it will not be able to ship in the future, and mate 40 will be the best performance of Huawei Kirin chip?

The Kirin series chips developed by Huawei will not be able to be manufactured after September 15 due to the US ban. If the U.S. ban is not lifted in the future, the mate 40 may be the last flagship machine carrying Huawei’s Kirin high-end chips. < / P > < p > “this is a great loss for us. Huawei has been developing in the chip field for more than ten years. From serious backwardness to backwardness, from gradual catching up to leading. Behind it is a difficult process and huge R & D investment. However, Huawei did not participate in the field of heavy assets such as chip manufacturing. It just did chip design and did not get involved in chip manufacturing. ” Yu added. < / P > < p > there are many opinions in the media about the name of the latest Huawei Hisilicon self-developed processor on mate 40, and the rumored names are Qilin 1000 and Qilin 1020. Others say that Kirin 9000 will be named directly instead of the previous naming rules. Whatever its name, it may be Huawei’s only high-end mobile phone chip for a while. The chip technology is the crystallization of the whole human wisdom. Cell phone chips such as Kirin 9905g use 7Nm EUV technology. There are 10.3 billion transistors stacked in a place smaller than the nail plate. < / P > < p > as Yu Chengdong said, enterprises like Huawei Hisilicon. Only responsible for chip design, production and manufacturing need to be handed over to the OEM such as TSMC. Such a pattern is called the problem pattern. Because chip manufacturing is a heavy asset industry, a single top-notch lithography machine costs US $120 million. And once the technology is updated, the latest equipment needs to be replaced. For a chip design company like Huawei, the fabless model focusing on R & D outsourcing production is naturally the best choice. < / P > < p > this mode can enable Huawei to catch up with the world-class level within ten years. But the technology of domestic chip manufacturing enterprises can not keep up with it in time. As a result, as soon as TSMC’s power supply is cut off, Huawei’s high-end chips cannot be produced. At present, TSMC is the leading enterprise in chip manufacturing industry and the only one that can manufacture 5nm manufacturing process. And the research and development of 2 nm and 3 nm technology has been implemented. In fact, it is not that TSMC is not ungrateful. Many technologies in TSMC’s chip manufacturing process come from American companies. And most of its customers are from the United States. According to the financial report in 2019, Huawei contributed about 14% of TSMC’s revenue. The remaining 80% of revenue comes from us customers. Last week, Huawei paid 1.8 billion US dollars of patent fee to Qualcomm, which attracted people’s attention. But that doesn’t mean Huawei will buy chips from Qualcomm. My personal guess is that Huawei paves the way for ordering third-party chips later. Huawei and Qualcomm are likely to conduct a round of cross licensing for communication patents. < p > < p > Samsung’s exynos production is small, and the attitude of Samsung and Huawei is ambiguous. It is a good choice. According to media reports, Huawei and MediaTek signed a large order of 120 million chips. On the part of undk, its business has been suppressed by Qualcomm in the past few years. After several years of hard work, Tianji chip was released. We not only caught up with 5g express, but also met Huawei, a big customer. It is no exaggeration that Huawei will become the driving force for the growth of the company’s performance < / P > < p > on the one hand, it is a spare tire for timely help; on the other hand, it is a once-in-a-century gold master. MediaTek and Huawei will form a very close alliance in the near future. Although MediaTek will still be restricted by the United States, it will not easily give up supply to Huawei in the face of the opportunity of turning over salted fish with big money owners. < / P > < p > the integration of design and manufacturing is called IDM mode. Before TSMC appeared, almost all large chip companies adopted this mode, including Intel, AMD, Motorola, etc. < p > < p > at present, only Intel and Samsung are the most successful IDM enterprises. And their manufacturing process is still lagging behind TSMC – TSMC’s 5nm process is still in mass production. But Samsung’s 7 nm EUV process has not come out. Intel has been stuck in the 14nm process for many years. Note that according to the financial report, both Intel and Samsung have purchased 7Nm EUV lithography machines. But their EUV production lines are still successful in mass production. < / P > < p > there is a message coming out. Intel has already scheduled part of TSMC’s 6nm process capacity. This shows that the pattern of face chip manufacturing is developing towards fabless mode. It is not realistic for Huawei to start the chip manufacturing industry at this time. What’s more, for a chip manufacturing company, it still has to face the technology ban from the United States. For example, domestic SMIC international is such a case. < / P > < p > personally, I think that it is possible to conquer chip technology with the strength of one country. At present, the manufacture and production of EUV lithography machine is one of the key problems in the field of chip manufacturing. The other is to use domestic EDA software instead of American software. < / P > < p > in the long run, these two points should be possible. But it is difficult to realize in the short term. As mentioned above, chip technology is the crystallization of the whole human wisdom. For example, the top-notch EUV lithography machine comes from asmai company in the Netherlands. But in fact, ASMC’s parts and components come from all over the world: the light source technology of the lithography machine is in the United States, the lens technology is in Zeiss, and the robot app technology is in Denmark. According to the latest financial report, ASMC lithography machine global suppliers reached 5000. All over the world. There are also Chinese faces among them. Such a set of lithography machine to TSMC’s hands, in order to make the world’s most advanced chip. When studying nuclear weapons in those years, all countries developed nuclear weapons behind closed doors. But today’s chip industry is a collection of human technology. In such an environment, the United States wants to separate us. Are we really going to be separated from the world? In other words, the chip industry is a consumer industry. Even if we can develop chips independently, we need to open up the consumer market. Otherwise, it will invest too much and continue to lose money, so independent research and development is meaningless. The real success of Huawei Kirin chip is that it has been recognized by users. < / P > < p > personally, I think Kirin chip will never become a masterpiece. Huawei will certainly not give up the accumulation of more than ten years. But the dilemma this time is not to hold one’s breath and then go to practice martial arts in closed door. The magic skill not only makes a good hand, but also sharpens the enemy. It requires wisdom, resilience, and persistence. The global chip industry has been developing for nearly 40 years since 1980s. Compared with China, we have just started more than ten years ago. It’s just that we came late, and we don’t know much about the core technology. The United States would have no fear of imposing a ban on us. < / P > < p > it is not that Huawei is not good enough, nor is it taking the wrong path. But the development is late, and the foundation is still shallow. And there are not enough outstanding enterprises like Huawei. Continue ReadingIqoo5 series debut strength interpretation of “120 super full mark flagship”