Yu Chengdong: after September 15, Kirin chip may become a masterpiece. It’s a pity that it didn’t make chip manufacturing

Yu Chengdong, CEO of Huawei’s consumer business, talked about the situation of Kirin chips at the 2020 summit of 100 people’s Conference on China’s informatization held on August 7, 2020. Yu Chengdong said: subject to the second round of sanctions imposed by m, Huawei Kirin chips will no longer be able to commission the production of Huawei Kirin chips after September 15 this year. This is because in May this year, country m imposed a new sanction and ban on Huawei. All the foundry factories that use the technology of country M can no longer provide Huawei with OEM chips. If they want to contract for Huawei, they must obtain their unilateral permission. This will also lead to a significant reduction in Kirin’s new chip shipment, which is expected to receive about 8 million chips before the ban takes effect on September 15. < p > < p > Yu Chengdong also said that the new flagship mate 40 series will be released around October this year, carrying the latest Kirin processor. According to the annual shipment of mate series, the 8 million tablets are obviously not enough. The shipment of mate series will basically exceed 10 million units in April to May. The performance of the new chip has been greatly improved, but it is also likely to become the last generation of out of print Kirin chip. < p > < p > in the first half of this year, the sales revenue of Huawei’s consumer business was 255.8 billion yuan, and the global shipment of mobile phones was 105 million units, which was also caused by the epidemic. Subject to the sanctions of last year, the total shipment volume of the previous year reached 240 million units. Without sanctions, it would have surpassed Samsung to become the first in the world. This year, due to various pressure on chip supply, it is estimated that the total shipment this year will be less than 240 million units of last year. < p > < p > in 2019, Huawei’s status is bound by people’s hands, and Huawei has survived the adversity of 2019. In 2020, it is equivalent to being tied to the hands and legs. In order to restrict Huawei, the United States will directly cut off the supply of Huawei chips. This year is very difficult for Huawei. Huawei is also looking for talents to find new breakthroughs. < / P > < p > here we also understand that Huawei has the ability to design high-end chips, and the chip performance is one of the best among many chips. However, Huawei does not have the ability to make chips at present. The chips need to be produced by the OEM. Like Qualcomm, apple and Intel, they can’t make chips themselves, so they need to find a generation factory to produce them. < / P > < p > chip manufacturing is a very difficult task. The top-notch lithography machines required are also monopolized by ASML in the Netherlands. The high-end EUV lithography machines ordered by SMIC in the past few years have not been purchased due to the limitation of the United States. Without top-notch lithography machine, the chip manufacturing process will lag behind a lot, can not do 7Nm, 5nm chip. < p > < p > Huawei is also taking root in semiconductor production, constantly recruiting industry talents and university personnel training, which is to do chip production and make a complete set of its own supply chain. Breakthrough chips include EDA design, materials, manufacturing, technology, design capabilities, manufacturing, packaging and testing, etc., which is expected to achieve overtaking in the curve. After so many years of development, Kirin chips are also very difficult. Huawei is also forced to make everything on its own, just to avoid being stuck in the neck by others. In the future, who owns the technology and who owns the market, Huawei also starts semiconductor production, which is also a way out to build its own complete supply chain. Here is also the hope that Huawei refuels and constantly breaks through the technical blockade! Developed a “plug and play” solar power generation scheme, and “5B” won a $12 million round a financing

Author: zmhuaxia