AFTER HUAWEI XU ZHIJUN SPOKE, XIAOMI, VIVO AND OTHER DOMESTIC MANUFACTURERS RESPONDED, AND TSMC WAS

Mondo Technology Updated on 2024-01-29

After Huawei's Xu Zhijun spoke, domestic manufacturers such as Xiaomi and vivo responded, and TSMC obtained permission.

Huawei and other domestic mobile phone manufacturers have been using Android and Qualcomm chips, and Huawei uses its own Kirin chips, so only Huawei has been strong in the high-end market.

After the change of chip rules made it impossible for TSMC and others to ship freely, Huawei entered the field of semiconductor chips in a big way and developed various core technologies by itself.

More than three years ago, Huawei Mate60Pro returned as the king, not only equipped with satellite call technology, but also equipped with Kirin 9000S chip, and many parties confirmed that the Kirin 9000S chip was made in China.

Huawei Mate60Pro is on sale, Huawei will also use Kirin 9000s chips on Huawei MateX5, Huawei Mate60RS Extraordinary Master and other models, which means that domestic production can ensure the production capacity of Kirin 9000s chips.

One month after the sale of Huawei Mate60Pro, Huawei Xu Zhijun issued a statement, saying that Huawei's chip self-sufficiency rate has reached 70%, and called on domestic manufacturers to use more domestic chips and other products to accelerate the comprehensive promotion of the domestic chip industry chain.

After Xu Zhijun launched an appeal, domestic manufacturers such as Xiaomi vivo came to the scene.

vivo officially announced that it will hold a press conference on November 1 to launch vivo's main self-developed AI mode, the self-developed operating system OriginOS4.

Although vivo did not disclose more information about the self-detection system, the significance of vivo's entry into the field of self-detection system is self-evident.

Prior to this, vivo has cooperated with Samsung to develop mobile phone processors and apply them to vivo mobile phones.

Xiaomi Lei Jun also officially released Xiaomi surging OS, saying that Xiaomi surging OS is the key to building a closed loop of Xiaomi ecology, Xiaomi surging OS is people-oriented, and creates a complete ecological operating system for people, cars and homes.

Xiaomi surging OS is still based on the deep customization of the Android system, of course, even if Xiaomi can't get the update of the Android system in the future, Xiaomi surging OS can also be continuously updated and improved.

Yu Chengdong publicly announced that the number of users in the Redmi ecosystem has exceeded 700 million, and the Redmi system has become the world's third largest smartphone operating system, which shows that domestic users still have a high degree of recognition for the self-developed Guoxing system.

Xiaomi vivo's announcement of the launch of the new system will undoubtedly accelerate the development of the national banking system, guide more users to choose the national banking system, and accelerate the national banking manufacturers to achieve full system autonomy.

The key is that after Huawei's Xu Zhijun called on the country to adopt more domestic chips, TSMC also announced new news, saying that it has been approved to continue to operate the Nanjing factory, and carry out process upgrades and capacity improvements.

TSMC also said that it is applying for a permanent waiver and that there is basically no problem in obtaining a permanent waiver.

Unfortunately, Huawei's chip orders may not return to TSMC's foundry, and although Huawei is TSMC's second largest customer, Liu Deyin said that the loss of Huawei's orders will not affect TSMC's revenue.

Now TSMC's revenue has been declining for many months, not only cutting some EUV lithography machine orders, but also cutting nearly $10 billion in capital expenditures in order to ensure profits, TSMC also announced that wafer foundry below 7nm **again**.

TSMC actively showed goodwill, and also sent Wei Zhejia and other major domestic customers to visit, just to get more chip orders, but Huawei has made a breakthrough in the domestic industrial chain and realized the domestic manufacturing of advanced Kirin 9000S chips.

SMIC also announced that the expansion work has been basically completed, and it is expected that all kinds of wafers will reach 100 million to 1400 million pieces.

In other words, a large number of chips will be produced and manufactured in China, especially after the breakthrough of Huawei's joint industrial chain, Xu Zhijun issued another appeal, and domestic manufacturers such as Xiaomi vivo responded to the call.

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