Chinese semiconductor industry

cctang said:

I don’t have much to add to the technical discussion - just wanted to say I had the pleasure of standing in line for 2 hours in the Shanghai HW flagship store yesterday morning, and put down my deposit for the pro+.

By the time I left, there were easily 500+ if not 1000 people in line, and I imagine it would have taken them 7-10 hours to get to the front and put down their deposit.

Atmosphere was great, everyone super friendly & happy to be there, and trading stories / anecdotes about why we were there. There were scalpers too, but probably less than 20% of the crowd.

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tphuang said:

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Huawei actually invested in Onmicro as early as 2020

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HW, Xiaomi, Lenovo & Walden International have all invested in OnMicro

Its product has also entered honor, xiaomi, samsung, motorola, ZTE, lenovo & other supply chain as well as OPPO & Vivo

This is the key. It just started selling it's l-pamid product this year with Huawei, but since it's already in supply chain for all the major phone producers outside of apple, what's preventing it from fully taking over market share of other phone makers assuming that it can get production ramped up. Clearly, the rf modules are good enough and very fast based on what we have seen with mate 60. Maybe next yr, it gets into 50 million phones, but the year after that, it gets into 100 and then 200 and 400. Before you know it, Qualcomm and broadcom revenues dwindle away.

There is also vanchip that has also come out with l-pamid module. Maybe it's sourcing bae filters from memsonic. Because they clearly stated they have customers.

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KYli said:

Taiwanese semiconductor companies unlikely to invest more in the US unless tax issues are resolved.

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tphuang said:

There is also vanchip that has also come out with l-pamid module. Maybe it's sourcing bae filters from memsonic. Because they clearly stated they have customers.

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tphuang said:

i mean actual real world testing of the phones demonstrated that Kirin9000S had equal or slightly better power consumption than Kirin9000.

That just means Hisilicon has made huge improvements to the architecture of the CPU


seems complete speculation and even if true, I don't know how you only produce 40 to 50/month

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tphuang said:

how many Chinese people are traveling beyond APAC these days and the ones that do, their telecom company probably has data roaming plans setup. the current coverage is already good. The next step is LEO satellites that need to get built.


Unisoc may have just decided they can't compete. After all, not everyone can do super great 5G modem. Not sure what kind of relationship they can have with samsung or tsmc.

i think Unisoc's 6nm SoC is getting used in BYD cars.


Chinese govt is way too concerned about outside opinions. If they just block Ga exports, Apple would be in complete trouble, but they are afraid of doing that. What can you do?

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