Chinese semiconductor industry

Breakdown of IC used in a Oppo k7x phone
主板正面主要IC:. Frontside board

1：Media Tek-MT6853V-天玑720八核处理器. 8 cores CPU

2：SK Hynix-H9H16AECMMD-6GB内存+128GB闪存. DRAM memory

3：Media Tek-MT****-电源管理. Power management

4：STMicroelectronics-加速度传感器+陀螺仪. Acceleration sensor + gyroscope.

5：Rockchip-RK***A-快充芯片
Fast charging chip

6：VANCHIP-VC****-功率放大器
Power amplifier

7：Media Tek-****N-WiFi蓝牙芯片
Bluetooth chip

8：Qualcomm-QDM****-前端模块
Front-end module

9：Sensortek-STK*****光线距离传感器
Light distance sensor

主板背面主要IC: backside board
1：QORVO –QM***** –前端模块
Front-end module

2：Media Tek–MT****W –射频收发器
RF transceiver


3：Smartermicro-S55255–5G频段射频前端集成收发模组
5G band RF front-end integrated transceiver module

4：Goertek-麦克风. Microphone

5：Media Tek–MT****V–电源管理
Power management

Of the above rockchip, Goertek, vanchip, smartermicro are from China. Smartermicro is the first Chinese company offering 5g transceiver.

There need to be a Chinese company doing acceleration and gyroscope chip as this will have military application.

Taiwan Mediatek doing alot of chips besides CPU, it has Bluetooth, powermanagent, RF receiver, RF transceiver

Huawei can't do CPU for now but there are plenty of other chips it can do to fulfill localization effort

After cellphone let's look at low ended electronic good such as fascia gun for facial massage for woman. Its a hot sell item. Low end electronics selling large volume, key component competence at grass root level. Its not something to sneeze at. Both India and Vietnam don't have this type of domestic
grassroot competency

The main component is the microcontroller with internal flash memory. Shenzhen socmcu.com 8051 with flash.
单片机为国产赛元的增强型8051内核（SC92F8362B）

The brushless motor BL4020 from Dongguan.
核心的无刷电机是国产电机，东莞的国梦电机（BL4020）

78L05 5V generic voltage regulator from domestic company
78L05的稳压器将电池电压降压输出5V电压给单片机供电，

@Oldschool Kirin 9000 5nm chip FAB by TSMC, So HW is managing its stock of 5nm chips until 2022 to maintain its high end smart phone product line but after that what option do they have? One possible solution I'm looking forward to is Samsung de-Americanized FAB line to FAB for them but its uncertain, maybe SMIC N+2?

Huawei to release new foldable MateX2 with self-developed Kirin 9000 chipset amid US ban​

From TaiShang (PAKISTAN DEFENSE FORUM)

Huawei is set to release its new foldable MateX2 series handset on Monday, a move analysts said shows the Chinese technology giant's ambition of pushing ahead its high-end phone series despite the US ban that cut its key chip supplies and hurt its chip design businesses.

According to Huawei's earlier announcement, the Chinese brand's next foldable phone MateX2, carrying its self-developed Kirin 9000 chipset, will be unveiled during an online event on Monday evening.

It's also the first new product the company will unveil after the Chinese Lunar New Year.

"The new product launch demonstrates the company may not give up the high-end smartphone market, at least in the short term," Ma Jihua, a veteran industry analyst and a close Huawei follower, told the Global Times on Sunday.

Reuters reported in late January that Huawei is in early-stage talks to sell its premium smartphone brands P and Mate series, citing two people with direct knowledge of the matter. The report also said the move could see Huawei "eventually exit from the high-end smartphone-making business."

Huawei denied the reports, saying it has no plans to sell its mobile phone business at all, the company told the Global Times previously.

Ma noted that the continuous launch of high-end products may also indicate that Huawei is pushing ahead the research and development of its self-developed Kirin chip series despite the US ban, as only with the support of its own chip ability can Huawei upgrade the features of its phones and compete in the smartphone market.

However, analysts said the severe chip shortage will still drag on its phone shipments and cause the loss of market share.

According to a report from Nikkei Asia, Huawei will more than halve its smartphone output in 2021 amid a severe chip shortage. It has been reported that Huawei suppliers were notified to reduce production, and the company expects that its mobile phone shipments in 2021 will drop by more than 60 percent to about 70 million units.

"The drop in phone shipments will likely lead to a 20-30 percent drop in its revenue next year," Ma predicted, while noting that Huawei's profit margin may widen.

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KYli said:

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Ha ha, after nearly everyone in the US enthusiastically supported the chip embargo against the Middle Kingdom, they are slowly realizing that China is not backing down -- and that in fact the country will become a fierce competitor in semiconductor manufacturing.

So they are willing to go socialist in order to compete with China!

Nutrient said:

Ha ha, after nearly everyone in the US enthusiastically supported the chip embargo against the Middle Kingdom, they are slowly realizing that China is not backing down -- and that in fact the country will become a fierce competitor in semiconductor manufacturing.

So they are willing to go socialist in order to compete with China!

Click to expand...

Cotton is 100% proSlavery, and also entirely AIPAC funded... him and Pompeo are true believers in the Rapture. Evil, smart and dangerous

ansy1968 said:

@Oldschool Kirin 9000 5nm chip FAB by TSMC, So HW is managing its stock of 5nm chips until 2022 to maintain its high end smart phone product line but after that what option do they have? One possible solution I'm looking forward to is Samsung de-Americanized FAB line to FAB for them but its uncertain, maybe SMIC N+2?

Huawei to release new foldable MateX2 with self-developed Kirin 9000 chipset amid US ban​

From TaiShang (PAKISTAN DEFENSE FORUM)

Huawei is set to release its new foldable MateX2 series handset on Monday, a move analysts said shows the Chinese technology giant's ambition of pushing ahead its high-end phone series despite the US ban that cut its key chip supplies and hurt its chip design businesses.

According to Huawei's earlier announcement, the Chinese brand's next foldable phone MateX2, carrying its self-developed Kirin 9000 chipset, will be unveiled during an online event on Monday evening.

It's also the first new product the company will unveil after the Chinese Lunar New Year.

"The new product launch demonstrates the company may not give up the high-end smartphone market, at least in the short term," Ma Jihua, a veteran industry analyst and a close Huawei follower, told the Global Times on Sunday.

Reuters reported in late January that Huawei is in early-stage talks to sell its premium smartphone brands P and Mate series, citing two people with direct knowledge of the matter. The report also said the move could see Huawei "eventually exit from the high-end smartphone-making business."

Huawei denied the reports, saying it has no plans to sell its mobile phone business at all, the company told the Global Times previously.

Ma noted that the continuous launch of high-end products may also indicate that Huawei is pushing ahead the research and development of its self-developed Kirin chip series despite the US ban, as only with the support of its own chip ability can Huawei upgrade the features of its phones and compete in the smartphone market.

However, analysts said the severe chip shortage will still drag on its phone shipments and cause the loss of market share.

According to a report from Nikkei Asia, Huawei will more than halve its smartphone output in 2021 amid a severe chip shortage. It has been reported that Huawei suppliers were notified to reduce production, and the company expects that its mobile phone shipments in 2021 will drop by more than 60 percent to about 70 million units.

"The drop in phone shipments will likely lead to a 20-30 percent drop in its revenue next year," Ma predicted, while noting that Huawei's profit margin may widen.

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Huawei now drastically reduced the number of phone being shipped. They have limited stock of Kirin chips. So basically they sell their phones as "limited edition" to fetch higher price per phone.


They trying maximizing each phone profit through "limited edition" and also stretch out to buy time.

If they really stretching out maybe could last till 2023, lol.

Government now emphasize on modernizing on farming. Alibaba and others also go into helping agriculture sector.



Huawei now turns to AI and big data assisted Pig farming as phone sales fall.
Also into coal mining

不过，中高端IGBT芯片技术被国外垄断的局面在2014年被打破。这一年，全球第二条、国内第一条8英寸IGBT芯片产线落地湖南株洲，年产量24万片，年产值超20亿。产线建成的第三年，国内首个半导体功率器件及应用创新中心也落户于湖南株洲，这一中心打通了半导体器件的上下游，形成“材料—器件—装置—应用”的完整产业链，引领国内功率半导体器件的发展。

湖南IGBT产业日渐繁荣，辐射范围逐渐扩大，就在2020年3月，长沙比亚迪IGBT项目正式启动，用于生产新能源汽车的电子核心功率器件，致力于打破国外技术封锁。
However, the monopoly of medium and high-end IGBT chip technology by foreign countries was broken in 2014. In this year, the world's second and the first domestic 8-inch IGBT chip production line landed in Zhuzhou, Hunan, with an annual output of 240,000 pieces and an annual output value of over 2 billion. In the third year of the production line, the first domestic semiconductor power device and application innovation center was also located in Zhuzhou, Hunan. This center opened up the upstream and downstream of semiconductor devices and formed a complete industrial chain of "materials-devices-devices-applications". Lead the development of domestic power semiconductor devices. Hunan's IGBT industry is becoming increasingly prosperous, and the radiation range is gradually expanding. In March 2020, the Changsha BYD IGBT project was officially launched to produce electronic core power devices for new energy vehicles and is committed to breaking the foreign technology blockade.

Oldschool said:

不过，中高端IGBT芯片技术被国外垄断的局面在2014年被打破。这一年，全球第二条、国内第一条8英寸IGBT芯片产线落地湖南株洲，年产量24万片，年产值超20亿。产线建成的第三年，国内首个半导体功率器件及应用创新中心也落户于湖南株洲，这一中心打通了半导体器件的上下游，形成“材料—器件—装置—应用”的完整产业链，引领国内功率半导体器件的发展。

湖南IGBT产业日渐繁荣，辐射范围逐渐扩大，就在2020年3月，长沙比亚迪IGBT项目正式启动，用于生产新能源汽车的电子核心功率器件，致力于打破国外技术封锁。
However, the monopoly of medium and high-end IGBT chip technology by foreign countries was broken in 2014. In this year, the world's second and the first domestic 8-inch IGBT chip production line landed in Zhuzhou, Hunan, with an annual output of 240,000 pieces and an annual output value of over 2 billion. In the third year of the production line, the first domestic semiconductor power device and application innovation center was also located in Zhuzhou, Hunan. This center opened up the upstream and downstream of semiconductor devices and formed a complete industrial chain of "materials-devices-devices-applications". Lead the development of domestic power semiconductor devices. Hunan's IGBT industry is becoming increasingly prosperous, and the radiation range is gradually expanding. In March 2020, the Changsha BYD IGBT project was officially launched to produce electronic core power devices for new energy vehicles and is committed to breaking the foreign technology blockade.

Click to expand...

In this year, the world's second and the first domestic 8-inch IGBT chip production line landed in Zhuzhou,

@Oldschool who is the number one producer of IGBT?

ansy1968 said:

In this year, the world's second and the first domestic 8-inch IGBT chip production line landed in Zhuzhou,

@Oldschool who is the number one producer of IGBT?

Click to expand...

Infineon. Byd is the domestic player. Its IGBT mostly for its own usage but plans by 2022 be a component supplier at least 50% by volume.