CCTV strongly supports Huawei, and TSMC's big trouble has come true
Huawei Mate60Pro craze.
Some time ago, there was a boom in the global market around the Huawei Mate60Pro. Behind this sensation, Huawei's low-key development strategy is commendable. Although Huawei has launched a new generation of business flagships, it has not announced the details of the main parameters, which is intriguing. In the past, Huawei would make a big fuss about its flagship products, but this time it was very low-key.
This mystery aroused the curiosity of many enthusiasts, and they began to disassemble and test it spontaneously. It has been confirmed that the Huawei Mate60Pro uses a chip called Kirin 9000S, instead of the traditional Qualcomm Snapdragon chip, and its performance is between Qualcomm Snapdragon 888 and Snapdragon 8+.
Some people believe that at present, China does not seem to be mature enough in terms of high-end chip foundry, so domestic 28nm lithography machines are not commercialized on a large scale, but the restrictions of the United States also make 14nm foundry difficult. However, at a time when the outside world was full of doubts, China's CCTV finally spoke out.
The road to the gap between Chinese chip giants and TSMC.
When Huawei suffered a supply interruption from TSMC, Ren Zhengfei pointed out that Huawei could not make its own chips for the time being, which shows the current situation of China's chip industry. Although HiSilicon has advanced technology, the level of domestic chip manufacturing cannot keep up, and Huawei cannot stabilize itself in product manufacturing and chip research and development.
This is a true portrayal of the domestic chip market, especially in the manufacturing field with many assets, where there are generally large defects. In addition, as the largest wafer foundry in the mainland market, SMIC still has a big gap with TSMC although it has some technical reservations.
However, a gap in process does not equal a gap in technology. Under the leadership of Liang Mengsong, SMIC has developed rapidly in recent years, iterating from 90nm to 14nm in just five years. Compared with TSMC and Samsung, SMIC's efficiency has been continuously upgraded, and even surpassed these two giants. While the process delay was largely due to the lack of EUV lithography, it did not stop SMIC from moving forward.
Huawei's attitude is clear.
Since"Truncated beard"Now, in the field of operating systems, Huawei has initially filled the gaps, and even completed the transcendence in the mobile phone operating system, however, in the field of semiconductor chips, Huawei has not revealed any further plans. Huawei did not disclose any further plans.
Before 2022, Huawei only said:"HiSilicon's activities will not be closed"。On March 28, 2022, Huawei suddenly released good news, saying that Huawei will start wafer stacking and performance zones to solve the wafer demand problem, but until the end, Huawei did not mention a specific production plan.
However, we have always hoped that Huawei can build its own chip manufacturing industry chain like Intel and Samsung Electronics, and in the field of chips and operating systems, Huawei will also achieve independent innovation and can be highly controlled at any time.
But some time ago, Huawei gave a clear answer, which made Huawei's attitude towards the self-built chip manufacturing industry chain quite clear, and Huawei's rotating president Hu Houkun said bluntly:"Although facing the end of chips, Huawei has no plans to build its own chip factory"。
Huawei also gave an explanation for the reason why Hu Houkun said this, Huawei pointed out that the chip industry chain is very long, and there are many manufacturing links, and no company can solve the problem alone.
The strong comeback of Chinese technology.
For Chinese technology companies, the past three years have been a long time under the fog of sanctions, and it is not an exaggeration to say that they are restricted everywhere, especially Huawei, which has also suffered from it for so many years.
Until Huawei launched the first mobile phone, the United States continued to increase sanctions on Huawei's technology research and development, the most unfortunate is undoubtedly Huawei's friends, they are still in full swing to hold the first mobile phone conference, Huawei is also secretly arranging troops, all the attention has shifted to Huawei.
In general, Huawei's mobile phone new product launch conference is unpredictable and prophetic, and it is also related to the United States, you know, this coincides with the visit of U.S. Secretary of Commerce Raimondo to China, especially before the visit to China This person spoke to warn Huawei that if the investigation of chips is not stopped, it may be subject to more serious sanctions from the United States.
Huawei's behavior is more like a silent response, and no one is more aware of the unfair treatment they have suffered in recent years than they do, and the sudden launch of Huawei's mobile phone is more like a declaration to the world: I am back.
There is not much information about Huawei mobile phones, not to mention that everyone is more curious about the chips in mobile phones, everyone knows that the CPU carried by Huawei mobile phones is the chip independently developed by Huawei Kirin 9000s before.
To put it bluntly, since the US sanctions, the chip model has not been able to be produced, causing it to disappear. Echoing the United States' ban on chips entering China's semiconductor industry in recent years, people from all over the world are also paying more attention to what kind of situation China's chip industry is in.
Promote official certification.
Brought in Huawei"Coming back strongly"After the new product, there are all kinds of Huawei teardown materials on the Internet, which makes it very difficult for us to get really useful information.
Such things also make everyone more and more curious about Huawei's new flagship. At this time, the official arrived, and CCTV gave it some time ago specifically for this topic"News Plus One"Answer.
CCTV invited Lv Yanjie, professor of Beijing University of Posts and Telecommunications and executive vice president of the China Information Economics Society, to launch an in-depth analysis of the Huawei Mate60Pro teardown report by an internationally renowned semiconductor observation agency.
Huawei's biggest concern is first of all the problem of the chip, which can successfully bypass the US blockade, and the explanation of the chip in the documents of the well-known semiconductor observation agency shows that it has reached the 7nm process.
This is not only a matter of concern to us, but also a more shocking problem for the West or the scientific and technological community, to be clear that it is generally believed that without EUV lithography technology, it is generally impossible to make 7nm and higher performance chips.
And there is no EUV lithography machine in China, although the Dutch ASML company previously placed an order for EUV lithography machine, but due to the later chip sanctions, some of these orders for EUV lithography machine did not realize payment.
In the analysis of the teardown report of a well-known institution, it is pointed out that the Huawei Mate60Pro equipped with the Kirin 9000S chip is still 2-2 years away from the latest technology5 nodes of the gap.
In fact, this data has been rumored for a long time, and we analyze it as a professional data"Layman"is also confused, this time Lu Yanjie also gave us a detailed introduction.
He roughly summarized that according to the development speed of the chip industry in Western countries, there is still a gap of 3 to 5 years between China and its most cutting-edge lithography process.
However, let's not be discouraged, this is analyzed according to the growth rate of Western technology, and our country has always been able to use faster progress to complete the progress.
In addition to technological progress, there is also a very noteworthy point, that is, the limitation of possibilities, according to the teardown report, there are about 10,000 parts in the field of Kirin 9000s chips, which has basically reached complete localization.
This means that in 5G communication"neck"The problem has basically reached a breakthrough, but there is still a big gap in the chip process.
Huawei's new chip is a sign that Chinese mainland is gradually mastering high-end chip manufacturing technology. This will obviously have a huge impact on TSMC. As the world's largest semiconductor foundry, TSMC has been dominating the global chip market. However, TSMC's hegemony is facing the test of the rise of mainland companies such as Huawei.
In addition, Huawei's new chips will also have a profound impact on the competitive landscape of the semiconductor industry. With the progress of semiconductor technology in Chinese mainland, the global chip ** chain system will also undergo major adjustments. This will not only affect TSMC, but also the global semiconductor industry.
In general, the realization of Huawei's new chip is a major breakthrough in Chinese mainland's semiconductor technology and an important symbol of the change in the global semiconductor industry pattern. This is definitely an unprecedented challenge for Taiwan and the global semiconductor industry, but it is also a crucial opportunity.