Set the tone!CCTV officially stated that TSMC's most feared result is coming
The release of Huawei Mate60Pro has attracted the attention of the world. "Rather for the head of a chicken, not for the tail of a phoenix"This sentence is perhaps the most suitable to describe the release of Huawei's latest flagship phone, the Mate 60 Pro. Although Huawei has been very low-key, the release of this phone has attracted the attention of countless people around the world. This is not only because Huawei is a world-renowned technology giant, but also because the mobile phone chip launched this time is mysterious and unusual, full of unknowns and challenges.
Before the release of the Huawei Mate60Pro, both the tech community and consumers were looking forward to it. As a representative of China, Huawei has been striving to innovate in the mobile phone industry and constantly push the boundaries of technology. However, this conference is very different from the past, there is no warm-up, there is no grand press conference, Huawei seems to have chosen a low-key way, low-key to push this mobile phone to the forefront of the storm.
As soon as this mobile phone, called Mate60Pro, was launched, it attracted widespread attention from ** and technology enthusiasts at home and abroad. People can't wait to know everything about this phone, especially the chip. However, Huawei did not release the detailed parameters of the phone's chip, which adds to the phone's mystery and curiosity.
Just when people were speculating about the type of chip that Huawei Mate60Pro carried, some laboratories in Japan, Germany, Canada and other countries quickly disassembled and tested the phone. The engineers in these labs have carried out a meticulous teardown of the Mate60Pro in an attempt to demystify it.
Surprisingly, these teardown tests have come to an incredible conclusion: the Huawei Mate60Pro does not use a Qualcomm chip, but a chip developed by Huawei itself. The conclusion sparked widespread discussion and resonated uncomfortably with Qualcomm's earlier earnings call that it might lose its Huawei orders entirely.
The discovery caused an uproar. This is a major breakthrough and a challenge, as Qualcomm has always been one of the hegemons in the global mobile phone chip market, and Huawei's move seems to be challenging tradition and highlighting its ambitions for independent development.
Some time ago, a CCTV program invited Lv Yanjie, a professor at Beijing University of Posts and Telecommunications and executive vice president of the China Information Economics Society, to give an in-depth interpretation of a teardown report released by TechInsights, the world's leading semiconductor industry observer. His interpretation gives us more information about the Mate60Pro chip.
Lv Yanjie pointed out that the chip used in Huawei Mate60Pro is not only close to or reached the level of TSMC's 7nm process chip in terms of performance, but also in terms of network speed, it may have surpassed the current 5G mobile phones on the market, and it is possible to use a higher level of 55G technology. This interpretation has raised expectations for the mysterious chip and put pressure on competitors.
The mystery of the Huawei Mate60Pro chip.
The release of Huawei Mate60Pro has filled those in the know with curiosity, made those who do good things full of enthusiasm, and made the process of unraveling this mystery full of joy. We will continue to pay attention to the intricacies of this chip mystery and unravel its mysteries.
Professor Lu Yanjie's explanation made everyone pay more attention to the chip carried by Huawei Mate60Pro. What are the characteristics of this mysterious chip, and why has it aroused so much interest and attention?
First, let's take a look at its performance characteristics. Lv Yanjie emphasized that the performance of this chip is close to or has reached the level of TSMC's 7nm process chips. This means that the chip of the Mate60Pro is expected to be comparable to the high-end phones currently on the market in terms of processing speed and energy efficiency. This also reflects Huawei's independent R&D achievements in the field of chips, and demonstrates the strong strength of Chinese technology companies in global competition.
In terms of network speed, this chip is even more remarkable. Lu Yanjie mentioned that it can use a higher level of 55G technology has surpassed the 5G mobile phones currently on the market. This means that Mate60Pro users will be able to experience faster data transfer speeds and a smoother network connection, which is undoubtedly a big advantage for mobile phone users.
This flurry of information about the performance of Huawei's Mate60Pro chip has sparked discussions about China's chipmaking capabilities. There is no doubt that China has been committed to improving its independent R&D capabilities, especially in the field of semiconductors. However, it wasn't so long ago that China's chip-making capacity didn't seem to be on par with the international giants.
As a leading wafer manufacturer in China, SMIC has been promoting the development of China's wafer manufacturing industry. However, until some time ago, SMIC was only able to mass-produce chips with 14nm processes, while the international giant TSMC was leading the way in more advanced processes.
In addition, TSMC dominates the global chip foundry market, almost monopolizing more than half of the market share. However, in recent years, TSMC has faced challenges from multiple fronts. The decline in global wafer market demand has led many wafer companies to cut individual foundries, intensifying competition. In addition, while TSMC's 3nm process technology is at the forefront, there are few other customers to choose from other than Apple due to the high cost of foundry**.
In this market context, TSMC had to take a series of countermeasures. First, the company shut down four EUV (extreme ultraviolet) lithography machines, reducing production capacity while reducing costs. This will undoubtedly further increase TSMC's foundry costs and reduce its competitiveness.
In terms of external competition, TSMC has to face not only challenges from competitors such as Samsung, but also Intel, which has restarted its chip foundry business and expanded rapidly. Intel has been increasing its investment in chip manufacturing and plans to expand its chip foundry business globally, which poses a potential threat to TSMC.
But most importantly, Huawei and other Chinese chipmakers are beginning to rise. As a major breakthrough in China's technology field, Huawei launched the Mate60Pro, in which the chip performance is close to or comparable to the world's most advanced process chips. Although the specific processing technology is not yet known, Huawei seems to have succeeded in developing its own chips that are comparable to those of international giants.
Not only that, but Huawei and Chinese chipmakers are also emerging in other ways. Huawei's chips not only have high performance, but also use advanced network technology, showing China's success in 5G and 5Leading position in the field of 5G. This is an important milestone in China's chip manufacturing industry and a challenge to international giants such as TSMC.
Under the requirements of the U.S. chip ban, TSMC initially chose to move closer to the U.S. market and cut off its access to Huawei's Kirin chip foundry. TSMC has also said that the Chinese market is not important to it. However, the measures taken some time ago show that TSMC is changing.
TSMC's challenge and the rise of China's chip production.
TSMC was once a global giant in the field of chip foundry, known for its superior technology and stable production quality. A few years ago, it almost monopolized more than half of the global chip foundry market share and became an unshakable existence. However, things are changing over time.
First of all, the gradual decline in the global chip market demand has led many chip companies to reduce orders, which is a serious challenge for TSMC, which relies on foundry business. Secondly, although TSMC is in a leading position in process technology and has developed 3nm process technology, due to the high foundry **, there are almost no other customers to choose from except Apple. As a result, TSMC's order volume has been affected, and revenue is no longer as stable as before.
In an already bleak market environment, TSMC also faces a series of internal and external challenges. First of all, TSMC shut down four EUV (extreme ultraviolet) lithography machines internally to reduce costs, but this also led to insufficient production capacity, which further increased foundry costs and reduced competitiveness.
Externally, TSMC not only has to deal with the competition of competitors such as Samsung, but also faces the challenges of global giants such as Intel. Intel has been increasing its investment in wafer fabrication and plans to expand its foundry business globally. This means that TSMC's share of the global market may be threatened, and the competition will be more intense.
Most notably, however, is the rise of Huawei and other Chinese chipmakers. Huawei's Mate60Pro chip, whose performance is close to or comparable to that of the world's leading process, is a major breakthrough in Chinese technology. What is particularly impressive is that Huawei's chips not only have excellent performance, but also use advanced network technology, showing China's success in 5G and 5Leading position in the field of 5G.
This series of reports on the performance of Huawei's Mate60Pro chip has drawn attention to China's chip manufacturing capabilities. There is no doubt that China has been working hard to improve its independent R&D capabilities, especially in the field of semiconductors. However, it wasn't so long ago that China's chip-making capacity didn't seem to be comparable to that of the international giants.
Initially, in response to the U.S. chip ban, TSMC chose to move closer to the U.S. market and cut the production of Huawei's Kirin chips. TSMC has also said that the Chinese market is not important to it. However, the measures taken some time ago show that TSMC is changing its strategy and actively responding to competition from China.
First, TSMC restarted its chip foundry in Nanjing, and took the initiative to visit Chinese customers, including Alibaba and other companies, and reached a series of orders for 7nm chips. This move shows that TSMC has realized the importance of the Chinese market and is working hard to expand its market share.
However, the bottom line is that no matter how TSMC adjusts its strategy, it will not be able to change the fact that China already has the ability to make 7nm chips without relying on ASML's EUV (extreme ultraviolet lithography). Huawei's Mate60 Pro is the best example of this, as the performance of the chips it uses is already close to or at the level of the 7nm process.
This not only means that Chinese chipmakers have made a breakthrough, but also that the global chip manufacturing landscape is changing. TSMC's market position is once again challenged and is no longer as solid as it used to be.
In this era of challenges and opportunities, the rise of China's chip manufacturing industry has been irreversible. The rise of Chinese IC manufacturers such as Huawei, as well as their excellence in IC performance and networking technology, shows that China has made its mark in the global semiconductor sector.
TSMC's challenges come not only from competitors, but also from the volatility of the global integrated circuit market and the rise of the Chinese market. In this highly competitive field, TSMC needs to constantly adjust its strategy and improve its competitiveness to meet the challenges of the future. China's wafer manufacturing industry will continue to strive for excellence and make greater contributions to global scientific and technological development. This semiconductor war has just begun, and only time will tell who will win.