antiterror13
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I think whatever in the contract, if the contract didin't say it .. too bad and good lesson to Chinese company
Chinese semiconductor industry
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I think whatever in the contract, if the contract didin't say it .. too bad and good lesson to Chinese company
Another hit piece by HW before HR. I don't think there has been a study on how much gallium each F-35 uses. But it is interesting his point about how much money it cost for china to setup an industry that can extract Gallium and how much time it takes to recycle Ga and how it's much harder to refine recycled gallium.
The other point I want to make is that as Ga gets scarce, it's entirely possible that export of Ga RF products to China will not be allowed. At which point, China will need to be able to support its own industries the buy higher valued Ga products from America like power amplifiers.
The other point I want to make is that as Ga gets scarce, it's entirely possible that export of Ga RF products to China will not be allowed. At which point, China will need to be able to support its own industries the buy higher valued Ga products from America like power amplifiers.
so I think the important thing here is to see just how hard China will enforce export restrictions? Do they block all exports? Do they allow some exports to Germany with guarantee that it won't get redirected to us military? I would imagine some will get through regardless. Hard to imagine they can impose it so tightly that us military won't get their share.
Which brings us to the more likely scenario of RF companies like QCOM,AVGO, QRVO, Murata & skyworks don't get enough Ga and need to sell less or sub out Ga amplifiers with silicon ones, which will perform significant worse.
The implications of Huawei having their own 5G phone is that China's 5G RF supply chain is fully established. Now unfortunately, having a full supply chain does not mean it can supply all the end users. After all, there are 600 million phones from Chinese phone makers. All of them rely on Ga for power amplifiers & low noise amplifiers. So how much can they supply and how quickly can it be ramped up. Even SAW & BAW filters are unlikely sufficient to supply more than 20 million phones a year.
two months ago, it was reported that both Vanchip & OnMicro have developed 5G L-PAMiD
Which is basically what all 5G phones need as well as the 5G modem chip to handle and process incoming & outgoing signals
OnMicro specifically have both Huawei & Xiaomi investment
While it's unclear if Huawei actually has onboarded OnMicro as a PAMID supplier for its 5G phones. It certainly does match this timeline of mass production getting delivered in 2023
more from 2021 on work Huawei tried to do to achieve 5G independence
Keep an eye on this. what will happen going forward is hard to say. But if China does full ban or even if export is down b 70%, it will cause havoc in the international market for many RF products, which Chinese producers may or may not be able to take advantage of
Which brings us to the more likely scenario of RF companies like QCOM,AVGO, QRVO, Murata & skyworks don't get enough Ga and need to sell less or sub out Ga amplifiers with silicon ones, which will perform significant worse.
The implications of Huawei having their own 5G phone is that China's 5G RF supply chain is fully established. Now unfortunately, having a full supply chain does not mean it can supply all the end users. After all, there are 600 million phones from Chinese phone makers. All of them rely on Ga for power amplifiers & low noise amplifiers. So how much can they supply and how quickly can it be ramped up. Even SAW & BAW filters are unlikely sufficient to supply more than 20 million phones a year.
two months ago, it was reported that both Vanchip & OnMicro have developed 5G L-PAMiD
Which is basically what all 5G phones need as well as the 5G modem chip to handle and process incoming & outgoing signals
OnMicro specifically have both Huawei & Xiaomi investment
While it's unclear if Huawei actually has onboarded OnMicro as a PAMID supplier for its 5G phones. It certainly does match this timeline of mass production getting delivered in 2023
Looks like it has entered supply chain of many phone companies
so its product is supplying honor, xiaomi, samsung, motorola, ZTE, Lenovo, oppo & vivo
more from 2021 on work Huawei tried to do to achieve 5G independence
tough times
Keep an eye on this. what will happen going forward is hard to say. But if China does full ban or even if export is down b 70%, it will cause havoc in the international market for many RF products, which Chinese producers may or may not be able to take advantage of
Zhaoxin KX7000 will reach 4 GHz.
Quickie
Colonel
Clock speed is closely tied to the process node. 4 GHz would require 5nm or 3nm?
7nm
Pentium 4 had 3.8 GHz on 65-90 nm. Clock speed is not inherently tied to the node size, it depends on the chip design.
another link here on China's BAW/SAW/RF industry
SZ Microgate Technology & CETC 26th institute produces SAW filter for HW & TCL phones.
at start of this year microgate says they will start low rate production of BAW this year
looks like they are also a BYD supplier for smart cockpit, wheelbase control & ADAS control and such
from another link
they are also looking to get into PaMID. Each 5G phone requires at least 2 PaMID. It's one of the largest source of revenue for RFFE companies
They anticipate to start mass production of TF-SAW filter later this year or first half of next year
Their main product development is in SAW filters
It does seem to me there are abundant of suppliers in Chinese market. Whoever gets there first will get the domestic phone maker orders and propser. Maybe over next 2 years, we will see a fully blossomed Chinese industry here that can challenge US & Japan
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Quickie
Colonel
For the exact same design in terms of the circuitry and types of semiconductor nodes, node size does relate directly to the switching speed of the circuitry and in the end the clock speed.
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