Chinese semiconductor industry

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ansy1968

Brigadier
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This is why Huawei's success is so critical.

1) On the demand side, when consumers buy their product, it directly draws in demand for a domestic Chinese supply chain. Even if SK Hynix and Samsung can make memory chips on the mainland, Huawei can't buy it from them.

2) On the supply side, as long as there wasn't a trailblazer (with volume!).... smaller companies that have to survive / gain market share (before thinking about political goals) had no options but to keep going with TSMC / ARM / Cadence / Qualcomm etc. Now? Huawei's entire supply chain out there offering roughly competitive products. Even if it costs 10% more and is 10% less efficient, it's at least a viable option for smaller companies to choose from.

My whole household is moving to Huawei for just this reason.
Lucky you I'm just barely holding the fort, my son abandon me and get an Iphone from her mom BUT I can't blame him, Huawei was MIA for the past 3 years and now hopefully the Mate 60 series will be available here so that I can tease him and urged him to rejoin the dark side since I'm his father (meme from Star wars)....lol
 

cctang

New Member
Registered Member
I moved over from iPhone to the X5 like 10 days ago, so I'm still learning as I go. Lacking Google Mobile Service (GMS) is definitely a pain - although it turns out you can pay someone on Taobao / Xianyu 50 RMB to install it for you. Right now it's a pretty complicated hack based on microG that takes like 15-30 minutes, and lots of complicated back/forth installs of tools.

So, now I have all of the Google apps on my phone (Gmail, Google Drive/Docs/Sheets) working perfectly... except Google Pay, which is apparently just not possible.

I'm just surprised Huawei hasn't gone all out to make a one-click, easy-to-deploy version of microG. With this, Huawei phones would have a real market outside of China.
 

liospopo

New Member
Registered Member
I moved over from iPhone to the X5 like 10 days ago, so I'm still learning as I go. Lacking Google Mobile Service (GMS) is definitely a pain - although it turns out you can pay someone on Taobao / Xianyu 50 RMB to install it for you. Right now it's a pretty complicated hack based on microG that takes like 15-30 minutes, and lots of complicated back/forth installs of tools.

So, now I have all of the Google apps on my phone (Gmail, Google Drive/Docs/Sheets) working perfectly... except Google Pay, which is apparently just not possible.

I'm just surprised Huawei hasn't gone all out to make a one-click, easy-to-deploy version of microG. With this, Huawei phones would have a real market outside of China.
There is an app called "出境易", which is like a sandbox with GMS, users can download foreign apps inside it. This app has no connection to Huawei on the surface, but Huawei is prompting it and training their sales about it...So, maybe, that's Huawei's plan for oversea users?
 

cctang

New Member
Registered Member
There is an app called "出境易", which is like a sandbox with GMS, users can download foreign apps inside it. This app has no connection to Huawei on the surface, but Huawei is prompting it and training their sales about it...So, maybe, that's Huawei's plan for oversea users?
My not super informed understanding is that there's only a limited subset of apps available in it. So, it's sufficient for Chinese travelers who spend a few weeks overseas and just need Uber / Google Maps to work while they're traveling through... but if your life is outside of China, and you need your local banking app, stock trading app... it's not sufficient.
 

pevade

Junior Member
Registered Member
I moved over from iPhone to the X5 like 10 days ago, so I'm still learning as I go. Lacking Google Mobile Service (GMS) is definitely a pain - although it turns out you can pay someone on Taobao / Xianyu 50 RMB to install it for you. Right now it's a pretty complicated hack based on microG that takes like 15-30 minutes, and lots of complicated back/forth installs of tools.

So, now I have all of the Google apps on my phone (Gmail, Google Drive/Docs/Sheets) working perfectly... except Google Pay, which is apparently just not possible.

I'm just surprised Huawei hasn't gone all out to make a one-click, easy-to-deploy version of microG. With this, Huawei phones would have a real market outside of China
Why not use Gbox?
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gelgoog

Lieutenant General
Registered Member
Hyperbolic and ridiculous article. Some quotes.

"no country will be able to independently produce a lithography machine at the most advanced global standard for decades. They are the most precise and intricate apparatus that humankind has ever crafted."

But in fact Japan came pretty close to doing exactly this. And were it not for lack of takers they would have done this. China is a much larger economy. It also has SMIC and Hua Hong which are huge companies in the top 10 foundries list.

"These devices consist of three primary segments: the light source, the optical system, and the etching worktable. I’d argue
that creating and using each of these components is as technically challenging as landing on the moon."


Like hell it is. The EUV lithography machine from ASML allegedly took $9 billion USD to develop. The C919 cost more to develop.

"For China to produce lithography machines independently, it would need to achieve self-reliance and innovation across all three critical components. As of now, the only glimmer of hope is visible in creating the light source."

Which is the hardest part of the machine.

"Assuming an additional three years for successful testing and another five years to develop a commercially viable light source, 13 years would have passed. Will the other two essential components of the lithography machine be ready within these 13 years? Currently, I
don’t see a hint of progress on those fronts. Furthermore, we don’t know if in 13 years, the U.S. or the Dutch might release an even more advanced next-generation lithography machine, leaving us to play catch-up once again"


So the article basically claims it would take 13 years to develop the machine. But ASML did it in 17 years. And they didn't have prior art to rely upon.
 
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