Chinese semiconductor industry

ansy1968 · Nov 12, 2020

Hi gelgoog,

Samsung had just landed a deal with VIVO using its 5nm chips, I will said it again, the biggest loser is Media Tek and SMIC.

from cnTechPost

Samsung announces 5nm Exynos 1080 chip, Vivo phones will be the first to feature it
2020-11-12 21:07:09 GMT+8 | cnTechPost

Please, Log in or Register to view URLs content!

0

Samsung announces 5nm Exynos 1080 chip, Vivo phones will be the first to feature it-cnTechPost

Samsung today unveiled its next-generation SoC, the Exynos 1080, at a press conference in Shanghai, featuring Samsung's latest 5nm EUV process, which offers a 25 percent smaller die area and 20 percent higher power efficiency than 7nm EUV.
The Exynos 1080 integrates eight CPU cores, including a 2.8GHz A78 large core, three 2.6GHz A78 medium cores, and four 2.0GHz A55 small cores.

It delivers 1.5x the performance of the Exynos 980 on a single core and 2x the performance of the Exynos 1080 on multiple cores, while its GPU, the Mali-G78 MP10, delivers 2.3x the graphics performance of its predecessor.

The Exynos 1080 also integrates a 5G baseband with support for the Sub-6GHz and millimeter-wave bands, with peak downstream speeds of 5.1Gbps at Sub-6GHz and upstream speeds of 1.28Gbps.

The Exynos 1080 supports LPDDR5 memory and UFS 3.1 flash, WiFi 6, and Bluetooth 5.2. It also supports a 144Hz FHD+ or 90Hz QHD+ specification screen, up to 200 million pixel sensors, and up to six cameras, giving the phone the power to record at 10bit 4K. Video Capabilities.

The Exynos 1080 is designed by Samsung for the Chinese market and will be launched by Vivo, with the first model to ship with the chip expected to be the Vivo X60 series.

WTAN · Nov 12, 2020

ansy1968 said:
Will Huawei push thru the sale of HONOR brand after Qualcomm got permission to sell its chip? Main loser from this deal is MEDIA TEK,

from cnTechPost

Huawei's woes expected to ease as Qualcomm reportedly gets permission to supply chips
2020-11-11 19:43:05 GMT+8 | cnTechPost

Please, Log in or Register to view URLs content!
0

The crucial chip conundrum for Huawei is set to see the light of day.
Qualcomm has received permission to supply Huawei, which means the chip woes facing Huawei's P, Mate high-end products will be eased, 36kr.com said, citing a source close to Huawei.

On November 5, Qualcomm confirmed in its fourth-quarter earnings report that it had received a one-time payment of $1.8 billion from Huawei to cover patent fees. Qualcomm said at the time that it had formally submitted an application for a license to supply Huawei.
Previously, Huawei rotating chairman Guo Ping revealed in a public speech that Huawei was willing to use Qualcomm chips if the US allowed it.

On May 15, 2019, the US Department of Commerce said it would place Huawei and 70 affiliates on an "entity list" that would prevent Huawei from purchasing components from US companies without US government approval.
On August 17 this year, this sanction escalated with the US Department of Commerce issuing new rules to restrict Huawei's access to other chipmakers' products.

After the ban was implemented on September 15, Huawei smartphones and other smart terminal products face the problem of no chip supplies.
To partially solve this problem, Huawei reportedly planed to sell the Honor brand.

A number of media said yesterday that Huawei plans to sell the entire Honor mobile phone business as a package, in a deal priced at about 100 billion yuan based on Honor's 6 billion yuan profit last year and 16 times PE.
The acquirers include Digital China, three state-owned institutions, and a minority shareholder camp made up of companies such as TCL.
"The shares are relatively evenly held in this deal, with the highest stake in Digital China," a source cited by 36kr said, adding "Honor management also holds the shares."
Along with the sale of Honor's stake, Honor's mobile phone team is set to undergo a major staffing restructuring. Sources said Honor's 8,000 employees will be moved out of Huawei's Sakata headquarters to its office space in Meilin, Shenzhen.

This is good news for the Huawei Mobile Phone Division. With the Qualcomm Chips Huawei will be able to continue with producing its High End Mate series and Honor Phones.

Huawei should take this opportunity to launch a series of Mobile Phones next year using the Harmony OS.
The Harmony OS is important for Huawei as it will give Huawei the ability to be finally independant from its reliance on the Android OS.
Huawei will also be able to benefit from having its own Mobile Ecosystem. Its App Store is expanding and Huawei has even launched its own Search Engine.
This will also be important for China as it will have the 3rd Mobile OS apart from Apple and Android.

Also importantly, Huawei and SMIC should cooperate and ensure that the N+1 and N+2 Chips end up in Huawei Mobile Phones.

WTAN · Nov 12, 2020

gelgoog said:
Whitelisting Qualcomm and blacklisting other suppliers, including HiSilicon, sounds like something worthwhile sending to WTO court.
China needs to enact sanctions or impose fines for shenanigans like these.

I think that Taiwan has been duped and swindled by the Trump Administration.

Taiwans TSMC has lost alot of Business to Samsung recently in the China Market. The US has also basically forced TSMC to set up a very expensive FAB in the US before being allowed to supply certain US Clients.

Taiwans Mediatek has also lost alot of sales to Huawei and the main beneficiary is US company Qualcomm.

So basically this is another attempt by the US Govt to cut to size another Asian Competitor in the Semiconductor Industry. Remember what happened to the Japanese Semiconductor Industry after the US Sanctioned it?

So yes Taiwan should file a complaint to the WTO.

But of course the Trump Admin has already pulled out of the WTO.

WTAN · Nov 12, 2020

And yes of course, China also needs to take some action against the Americans for Blacklisting Hisilicon.

ansy1968 · Nov 12, 2020

WTAN said:
I think that Taiwan has been duped and swindled by the Trump Administration.

Taiwans TSMC has lost alot of Business to Samsung recently in the China Market. The US has also basically forced TSMC to set up a very expensive FAB in the US before being allowed to supply certain US Clients.

Taiwans Mediatek has also lost alot of sales to Huawei and the main beneficiary is US company Qualcomm.

So basically this is another attempt by the US Govt to cut to size another Asian Competitor in the Semiconductor Industry. Remember what happened to the Japanese Semiconductor Industry after the US Sanctioned it?

So yes Taiwan should file a complaint to the WTO.

But of course the Trump Admin has already pulled out of the WTO.

Hi WTAN,

Why not open a second FAB in China without any American equipment, just like what Samsung had done? I think sanctioning SMIC is a way to compensate TSMC, but as you said SMIC produce a tiny portion of 14nm chips in it's production. Investing a lot on EUVL on 5nm tech only to force you not to sell to your number customer is really harsh, its not a way to run your business . At least TSMC had a good run this year, let see its fourth quarter performance and maybe a reflection of how valuable Huawei had been as a customer.

WTAN · Nov 12, 2020

ansy1968 said:
Hi WTAN,

Why not open a second FAB in China without any American equipment, just like what Samsung had done? I think sanctioning SMIC is a way to compensate TSMC, but as you said SMIC produce a tiny portion of 14nm chips in it's production. Investing a lot on EUVL on 5nm tech only to force you not to sell to your number customer is really harsh, its not a way to run your business . At least TSMC had a good run this year, let see its fourth quarter performance and maybe a reflection of how valuable Huawei had been as a customer.

Yes, i think foreign companies may have to open up De-Americanised FABs in China in order to escape American sanctions.

As the China market grows in size and China's economy grows bigger, they will not be able to ignore it.

OppositeDay · Nov 12, 2020

Mediatek needs to go. As a fabless IC designer they really don’t offer anything Unisoc doesn’t already. Chinese phone markers should either design their chips or buy their higher end chips from Samsung/Qualcomm and lower end chips from Unisoc.

Australia and Taiwan are diehard anti-China despite their sky-high trade surpluses. Buying from them doesn’t make any geopolitical sense. From now on business should go elsewhere.

ansy1968 · Nov 12, 2020

Hi WTAN,

Who FABS Media Tek chips, I really feel sorry for them, early in the year their prospect was so good that they think they hit a jackpot on supplying Huawei. Now who will use their Chips sometimes you can't discount Fate role in your destiny.

ansy1968 · Nov 12, 2020

OppositeDay said:
Mediatek needs to go. As a fabless IC designer they really don’t offer anything Unisoc doesn’t already. Chinese phone markers should either design their chips or buy their higher end chips from Samsung/Qualcomm and lower end chips from Unisoc.

Australia and Taiwan are diehard anti-China despite their sky-high trade surpluses. Buying from them doesn’t make any geopolitical sense. From now on business should go elsewhere.

Hi OppositeDay,

China had a lot of fabless IC designer what it lack is FABS that can mass produce 14nm 7nm and 5nm chips. Here the opportunity open for Media Tek to explore, it is a high risk and expensive proposition, but I think its doable and I'm impress with it's management style , coming from nowhere to it's present situation is truly impressive.

OppositeDay · Nov 12, 2020

ansy1968 said:
Hi OppositeDay,

China had a lot of fabless IC designer what it lack is FABS that can mass produce 14nm 7nm and 5nm chips. Here the opportunity open for Media Tek to explore, it is a high risk and expensive proposition, but I think its doable and I'm impress with it's management style , coming from nowhere to it's present situation is truly impressive.

Mediatek is fabless itself, how can it help with fabrication?

I’m sure Mediatek has a lot of wonderful engineers/managers. A lot of Chinese phone markers are poaching from Mediatek. Boycott the company and hire its employees. This sounds unfair and frankly awful. But we’re in a tech war.

Chinese semiconductor industry

ansy1968

Brigadier

WTAN

Junior Member

WTAN

Junior Member

WTAN

Junior Member

ansy1968

Brigadier

WTAN

Junior Member

OppositeDay

Senior Member

ansy1968

Brigadier

ansy1968

Brigadier

OppositeDay

Senior Member