Chinese semiconductor industry

In Gigadevice's 2022 report, it said memory chip business was 60% of revenue, MCU was 35% and remaining was sensors

In Munich, it displayed GD32H7 MCU using Cortex-M7 core. 40% improvement over the chip that used M4 core and 70% improvement over chip that used M3 core

also comes with 1MB SRAM & 4MB flash memory. GD32H7 works with RTOS, Azure, AWS & other different platforms. Can be used in different platforms and delivery to start in October.

It seems to me that as SMIC fabbing capabilities improve & 28/40nm capacity increase, Gigadevice can also come out with MCUs using more advanced process that are more competitive.

Also came out with GD32VW553 RISC-V based wireless MCU, supporting Wifi 6 and Bluetooth 5.2. Can be used in various smart home, consumer electronics & industrial applications

Last year, it came out with GD32A503 auto grade MCU. Now purchased by tier 1 suppliers and OEM
In April, it announced its GD25/55 nor flash & GD5F nand flash have accumulated more than 100 million deliveries. both auto grade. Used in various EV/AV applications.

Most domestic EV companies use foreign MCUs, so this is a tremendous area of growth for Gigadevice.

Also has GD32F305MCU & GD25Q Nor flash for solar panels. And GD32L233 BMS for ESS.

It seems to me that domestic chipmakers are really still not capturing enough of the market in product supply chain. They need to step up their game

MDK Opto Electronics (美迪凯 ) is seeing its SAW filter production go up while power chips are going through validation

美迪凯2022年年报也提及，公司在半导体器件产业链上下游的布局持续完善，开发了SAW滤波器的整套加工技术，突破性解决了IDT层形貌问题，研发的射频芯片SAW产品在当年Q4季度已通过部分客户认证，并实现小批量产，同时多家客户处于验证阶段。

今天交流中，针对爱集微提出的SAW滤波器主要应用领域及试产、量产情况相关问题，张巧其回应称，美迪凯的射频芯片SAW产品主要瞄准手机、通讯基站、无线wifi等领域应用，在试产阶段良率达到平均80%左右。张巧其还透露，SAW产品公司计划年底产能可达到6寸片10K/月，定增项目设备全部到位后，产能可进一步爬坡到6寸片30K/月。

Click to expand...

so already in 2022 report, it stated its SAW product was passing some customer validation & started low rate production while others are still getting validated. At this point, it's RF SAW products are focused on mobile phones, communication base stations, wifi & such areas. Yield of trial production up to 80%. Anticipates increasing production to 10k wpm of 6-inch wafers by end of this year and eventually climb to 30k wpm

Interesting that even for this much production, they need 11 lithography machines with 3 Canon, 3 Nikon & 5 SUSS

Does look like to me that between all the MEMS foundries, IDM and such, they probably do have enough SAW filter production capacity in the near future to supply most of the domestic markets. We will see how far they climb, because value of RF filters as % of overall RFFE spending continues to climb (estimated to be 60+% of 5G phones)

Fenghua GPU 2. Between GTX 1030-1050

Huawei suddenly announce Mate 60 pro starting to sell

5g

Huh, interesting. The fact that it lists the Kirin9000 chip on 5nm process raises some intriguing possibilities. Either Huawei has some truly large stockpiles or SMIC has been performing some miracles on its advanced nodes. The latter is less likely, but that the chip has returned at this time is a very big surprise. Of course, it could also simply be a documentation error.

measuredingabens said:

Huh, interesting. The fact that it lists the Kirin9000 chip on 5nm process raises some intriguing possibilities. Either Huawei has some truly large stockpiles or SMIC has been performing some miracles on its advanced nodes. The latter is less likely, but that the chip has returned at this time is a very big surprise. Of course, it could also simply be a documentation error.

Click to expand...

unlikely large stockpiles. Possibly SMIC N+2

PopularScience said:

unlikely large stockpiles. Possibly SMIC N+2

Click to expand...

SMIC N+2

PopularScience said:

View attachment 117842

Click to expand...

This is a huge victory for Huawei and the entire Chinese tech ecosystem.

America took on the wrong company.