Chinese semiconductor industry
- Thread starter Hendrik_2000
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lol, it's amazing the # of people focused on SMIC 7nm, but seem to have no idea the importance of 5G RFFE.
700 million phones by Chinese OEMs a year. let's say an average of $30 on RFFE per phone (5G is more, 4G is less).
that's a $21B market
Chinese RF suppliers apparently had just 10% market share.
We know Huawei is going fully domestic and they are estimating 60million sales in 2024 (close to 10% of total RFFE market)
let's say Chinese RF suppliers go from 10 to 25% market share of components in domestic OEM supply chain
now, Qualcomm/broadcom/Murata/Qorvo loose $3B in revenue
Of course, that eventually will get to close to 100%.
Even beyond that, a Chinese supply chain that can supply the entire RF components on its own (or at least be unafraid of sanctions) can do full Ga sanction western firms.
i wonder if anyone has the full article. I've been documenting a few players include "Crystal growth" (yep, that's its name) which has pretty large market share domestically in supply Sic Furnaces to substrate players.
Lmao if the modem revenues end up funding their process node chase.
2 articles not behind the paywall.
1 recognizes that we might get to 20m Mate 60 phones. So that's a lot of supply chain need to keep up.
second one gives you the supply chain list
for rf, you basically have maxscend & vanchip. But the modules are all designed by Hisilicon, so Maxscend/vanchip probably just produces some PA/LNA as well as RF filters
At least Bloomberg got their facts right for a change.
The leading association of global chip companies is warning that Huawei Technologies Co. is building a collection of secret semiconductor-fabrication facilities across China, a shadow manufacturing network that would let the blacklisted company skirt US sanctions and further the nation’s...
Sir Qualcomm do anticipate and are preparing to lay off staff to stay profitable.
From Huanghong (Pakistan Defense Forum)
Qualcomm had foreseen this a long time ago and was ready for layoffs
Qualcomm doesn't expect a recovery next quarter, either.
Fuck this author for using phrases like "secret facilities", "shadow network" and "skirt" to paint Chinese as the illegal.At least Bloomberg got their facts right for a change.
The leading association of global chip companies is warning that Huawei Technologies Co. is building a collection of secret semiconductor-fabrication facilities across China, a shadow manufacturing network that would let the blacklisted company skirt US sanctions and further the nation’s...
Hahahaha!!!! It only means that they know nothing about Huawei and Chinese semiconductor in general.
I'm getting a lot of flak for this BUT I think Huawei do FAB their own chip with collaboration with SMIC, Hisilicon and ICRD. My reasoning is simple SMIC is under sanction and is susceptible to further sanction as they used a lot of western equipment. With sir @siegecrossbow post of Huawei having 2 second hand NXT 1980i duvi it only mean Huawei and SMIC had a contingency plan in place IF ever the American do escalate and double down.Is it physically possible to create a 5nm chip using only DUV?
Some online sources say it's more expensive. If so, how much more? Twice as expensive?
The Snapdragon costs $160 and Apple's chip costs $110. A 3x more expensive 5nm process would only add ~$200 to the smartphone's cost?
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