Unstoppable news!Huawei HiSilicon and OPPO chips have reported new trends.
From Huawei's experience, we can understand the importance of chips in the mobile phone industry. Due to the excellent performance of the Kirin chip designed by HiSilicon, Huawei phones quickly entered the ranks of the world's top mobile phones, able to compete with Samsung and Apple.
However, after the Kirin chip was discontinued by TSMC, Huawei's mobile phone sales began to plummet, and OPPO understood this truth, so it entered the research and development field of mobile phone AP chips. Some time ago, Huawei HiSilicon and OPPO chips have new news!
In recent years, the United States has imposed several rounds of sanctions on Huawei, which are very severe. You know, today's electronics industry takes advantage of the global division of labor to purchase parts from all over the world, and mobile phone manufacturers are even more so, and Huawei and Apple are no exception.
However, the U.S. interference in Huawei's supply means that Huawei must be replaced internally. Previously, Japan** had disassembled Huawei's Mate mobile phone and found that the proportion of domestic parts increased significantly, while the United States directly reduced parts.
Some time ago, "Nikkei News" published an article that with the assistance of the dismantling company, Huawei's 5G small base station was dismantled.
In 2020, Huawei's 5G small base stations dismantled will account for 55% of domestic parts, while only 1% for American parts. In 2020, Huawei's 5G large base stations dismantled accounted for 48% of the domestic parts, and the United States accounted for 27% of the total.
It can be seen that the proportion of domestic parts has increased by 7%. What is even more alarming is that the proportion of components in the United States has dropped significantly. This fully shows that in order to get rid of the restrictions, Huawei has been speeding up the replacement of domestic parts.
It is worth mentioning that in Huawei's small 5G base stations, the main chips used are Huawei HiSilicon products.
Some chips have a high degree of processing and must be produced by TSMC, which may still be the chip inventory accumulated in previous production, which is limited to foundry. Since Huawei's shipments of 5G base stations are not as large as those of mobile phones, Huawei should still have some inventory.
Huawei's small 5G base stations also use some analog chips with the Huawei logo, the manufacturer of which is not yet known.
Considering HiSilicon's ability to design high-end chips, these chips should continue to be designed by HiSilicon. Compared with the logic chips used in mobile phones, analog chips do not require a high manufacturing process, so it is very likely that Huawei has found a channel for chip manufacturing.
It seems that Huawei is already quietly solving the chip problem. According to people familiar with the matter, Huawei is likely to have co-opted several lesser-known chip manufacturers, and the idea is to solve the production of more mature chips such as telecommunications equipment and automobiles first.
Now, judging from the dismantling of Japan's **, Huawei is likely to have achieved some success. However, it will take a certain amount of time to produce high-quality Kirin processor chips, because high-quality processes require the cooperation of the national industrial chain.
Although Huawei is temporarily unable to produce mobile phone processors, it is rumored that OPPO's own mobile phone AP chip is in mass production.
OPPO has long wanted to develop its own mobile phone processor chip, in addition to investing tens of billions of yuan, it has also carried out research and development for more than two years.
The reason is that everyone now uses Qualcomm Snapdragon processors, which are seriously homogeneous, and the performance experience cannot be opened. Xiaomi is like this, it took a lot of effort, and the effect of hitting the high-end is not good.
Therefore, OPPO understands that if the mobile phone wants to bring a qualitative leap, it must also have its own self-developed mobile phone processor.
OPPO has accelerated the pace of self-developed chips, launching two chips, Marianax and Y, one is an image NPU chip, and the other is an audio SOC chip, which is said to lay the foundation for self-developed mobile phone SOC chips.
Some time ago, a well-known digital blogger broke the news about the progress of OPPO's self-developed mobile phone AP chip, which will be completed in the second quarter of this year and tape-out, and mass production will be achieved in the third quarter, which will use TSMC 4nm process and MediaTek 5G external baseband.
At the same time, Taiwan** news shows that OPPO and TSMC have signed a 4nm cooperation, which seems to correspond to the above news.
However, OPPO has not yet announced this news. What is certain is that OPPO is indeed developing its own mobile phone processor chip, after all, research and development is not easy, and there should be no news released to the public before there is no certainty.
Previously, Xiaomi only released one generation when developing the processor, and after that, there was no follow-up, and other chips were still being developed. There are also domestic manufacturers such as live that have begun to develop their own chips, so some foreign media said that Chinese chips have been **!