Chinese semiconductor industry

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Oldschool

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gelgoog said:
This is probably like all those other AI chips... An inference and/or training accelerator. There are dozens of companies working on this sort of crap in China. Everyone is doing something like this. Even the coin miner ASIC guys like Bitmain. Eventually there will be a massive consolidation among all these competing designs.

I wish there were more people doing things that matter like CPUs and GPUs. At least there are a couple of them. Even memory needs more manufacturers. Is anyone working on things like MRAM in China? That would be nice.
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Since none of Huawei chips can be manufactured, Huawei should license out the Kunpeng Server CPU to Baidu and Alibaba so they can be manufactured by Samsung and TSMC and used as their own CPU. Huawei can make some money out of this.
Also, instead of letting Kirin sitting on the shelf idle, Huawei should sell it's IP to Xiaomi and Oppo, vivo along packaging HMS and Harmony OS.
 
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gelgoog

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Oldschool said:
Since none of Huawei chips can be manufactured, Huawei should license out the Kunpeng Server CPU to Baidu and Alibaba so they can be manufactured by Samsung and TSMC and used as their own CPU. Huawei can make some money out of this.
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To be honest I thought the same thing myself. They could have also spun out HiSilicon so it would sell SoCs to Xiaomi and Oppo.
Instead a lot of people from HiSilicon left for Unisoc. We should see the results eventually.
 
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Oldschool

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gelgoog said:
To be honest I thought the same thing myself. They could have also spun out HiSilicon so it would sell SoCs to Xiaomi and Oppo.
Instead a lot of people from HiSilicon left for Unisoc. We should see the results eventually.
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Probably hisilicon is Huawei biggest asset. Even without split up, Huawei can sell it's IP in CPU for sever and cellphone.

Huawei still need hisilicon for its base station design 5g, 6g. IoT and cars
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FriedRiceNSpice

FriedRiceNSpice

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It would actually be much more profitable for Huawei to supply the OS, IP, app market, software and chip designs for other phone makers than making its own phones. Instead of being Apple or Samsung, Huawei can aim to be another Google. Google enjoys much higher profit margins in the mobile phone sector than Apple or Samsung.
 
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voyager1

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Huawei is a very exciting company. I am constantly seeing them trying to enter "weird" industries and implementing innovative technologies to solve their industry-specific problem.
I truly think that China is very very lucky that it has Huawei, from what I understand they are trying to upgrade entire industries into the 5G era.

Big mistake that Trump put so much pressure on Huawei. He forced them to innovate for real in order to survive.
 
horse

horse

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Oldschool said:
Unknown at this point. 28nm domestic sufficiency is 95%, 14nm is about 60%,. 7nm , maybe in 2 years but not sure.
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I think 7nm probably imminent.

Chinese people are greedy. This is all about first mover advantage.

Who gets to 7nm inside China first, grabs the entire market.

It does not matter what kind of equipment they used, sanctioned or not sanctioned. Who gets there first gets the entire China market for 7nm, sanctions are tomorrow's problem. Getting there first is today's problem.

They will make those workers and engineers work 48 hours per day to arrive there first.
 
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Oldschool

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FriedRiceNSpice said:
It would actually be much more profitable for Huawei to supply the OS, IP, app market, software and chip designs for other phone makers than making its own phones. Instead of being Apple or Samsung, Huawei can aim to be another Google. Google enjoys much higher profit margins in the mobile phone sector than Apple or Samsung.
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Yes, I rather see Huawei expand its footprint by selling silicon IP which will have a big effects on landscape. I would like to see its IP spread out overall

Raising pigs and fish help its own bottom line but it doesn't help China overall tech situation. That's why Huawei leadership is the biggest asset. It has to think big, besides those helping bottom line projects
 
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BlackWindMnt

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Oldschool said:
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Yes, I rather see Huawei expand its footprint by selling silicon IP which will have a big effects on landscape. I would like to see its IP spread out overall

Raising pigs and fish help its own bottom line but it doesn't help China overall tech situation. That's why Huawei leadership is the biggest asset. It has to think big, besides those helping bottom line projects
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Huawei can do all those things, helping raising pigs and fish with IoT, big data and AI solutions is more the software side of things. It can also help them optimize and expand their cloud services. As you can see globally its the software not the hardware that makes the money or the sale. Just look at the pixel phones from google, sub par hardware paired with super optimized software(This is what i expect from HarmonyOS).
 
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