Chinese semiconductor industry

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Tyler

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They would never pull this move because Xiaomi is what is keeping Qualcomm in the mobile soc market. Apple and Samsung use their own custom chips and it would really hurt the Americans as much as it hurt Xiaomi.
If you think about it, America with her recent actions has lost the leverage it had. It has now become a symbiotic relationship.

Google now depends on a few Chinese hardware companies to distribute Android.

The Huawei ban has now left the US with a strategic vulnerability. It only worked because there were other Chinese companies that would replace Huawei. You ban Xiaomi, OPPO and Vivo and suddenly, Google and Qualcomm can't reach the consumer.
You'd be talking about huge massive phone shortages across the world because no other country can rump up production like China.
You'd also have 4 experienced Chinese companies determined to dethrone Google on the software side.
If they ban Xiaomi, OPPO and Vivo, they would hope that all Android smartphones will be made by Samsung. Even Google Pixel, LG, Nokia and Sony will resurge in the business.
 

Tam

Brigadier
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Way less I think, because they use mostly Qualcomm as a supplier of chips, so money still flows into the US coffers.
Xiaomi probably has to wait till 5~7nm becomes available domestically in China in big enough capacity, before they can really start challenge Qualcomm and vertical integrate their business more.

Chinese smartphone companies use more Mediatek than Qualcomm, even sometimes offer two versions of the same phone one with Mediatek and another with Qualcomm. Qualcomm is usually midrange to flagship and Mediatek is low range to upper midrange or flagship killer.
 

ansy1968

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If they ban Xiaomi, OPPO and Vivo, they would hope that all Android smartphones will be made by Samsung. Even Google Pixel, LG, Nokia and Sony will resurge in the business.
@Tyler bro if they do that then Harmony OS will gain a lot of users and market share. What China had done is create an alternative especially if Huawei is able to produces it 14nm and 7nm 3D chiplets.
 

Tam

Brigadier
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Great. I don't think Xiaomi will get banned by the US. Xiaomi is just an integrator, not really an innovator the same way as Huawei.

Once Xiaomi start developing their own chips to replace Qualcomm, there is no doubt the US would ban it


Only Pocophone is exported to the US where it has an enthusiast following, popular with mobile gamers. Pocophone started as an idea from Xiaomi's India subsidiary and originally headed by an Indian, and now headed by another Indian. Would I recommend a Pocophone? Hell yeah I would. I don' t mind using one if I can get my hands on the top of the line.

Most of the Xiaomi and Pocophone sold in India is made by one of Xiaomi's seven plants there. However if you managed to get Pocophone in the US, this one is likely made in China plant.
 

ansy1968

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It's funny how Taiwan cannot talk back to the US. China did not create this situation. The US did. That's why include China so it doesn't look like a criticism against only the US. I see all upside for China where no one other will have a say.
@AssassinsMace Sir a canary in the coal mine, He is sounding the alarm of over capacity in 2025 which he himself played a major role, he underestimate the will of the Chinese which with his Chinese ethnicity should had know its national character what a hypocrite and sorry you bet on a wrong horse and should suffer the consequences of your betrayal.
 

antiterror13

Brigadier
@AssassinsMace Sir a canary in the coal mine, He is sounding the alarm of over capacity in 2025 which he himself played a major role, he underestimate the will of the Chinese which with his Chinese ethnicity should had know its national character what a hypocrite and sorry you bet on a wrong horse and should suffer the consequences of your betrayal.

Yeapp, I can see that as well, well over capacity of high end chips in 2025, huge investment but no one taking it as both China and the US (and maybe EU as well) want to be totally self sufficient ... and the results is very clear many many bankruptcy in chip industry

Investment in 5nm is huge, like $12B and $25B for 3nm, thats really serious investment .. how to make $ out of it TSMC?

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Weaasel

Senior Member
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Just as expected.......ASML will attempt to Dump its DUVL in the China market at very low prices in an attempt to hurt the sales of SMEE.
But eventually in the long-term, most Chinese FABs will dump the ASML product and switch to the SMEE DUVL which is Sanction-Free.
SMIC should demand that ASML fully support its production of 7nm ICs as part of any purchase deal for any additional DUVL from ASML.
I really hope SMIC did that with its recent purchase from ASML.
That ASML sliced their price is a an indicator of certain progress on the part of SMEE with regards to a 28nm machine. SMIC won't be fooled. They will take the 28nm ASML Machine at a greatly sliced price, while in the future purchase SMEE 28nm or greater precision machines. And it is not just a question of what SMIC itself would prefer, the Chinese state will be very much an arbiter of what will happen. It will not permit China to be vulnerable to foreign technological embargoes anymore. Absolutely any item of technology that is worth producing, China will possess the capability of producing and if necessary mass producing. With regards to semiconductors and IC chip related technology, the entire value of the production chain starting with the smelting of silicon from sand unto the production of lithographic machines, photoresists, photomasks, etchers etc will be made available in China. The rationale of technological and national security will not longer be trumped by the rational of what is least costly in the short run.
 

ansy1968

Brigadier
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Yeapp, I can see that as well, well over capacity of high end chips in 2025, huge investment but no one taking it as both China and the US (and maybe EU as well) want to be totally self sufficient ... and the results is very clear many many bankruptcy in chip industry

Investment in 5nm is huge, like $12B and $25B for 3nm, thats really serious investment .. how to make $ out of it TSMC?

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@antiterror13 Sir Samsung being Korean had no qualm in investing a large FAB in China, He being a Chinese had been offered many times by CPC to invest more with state support and yet he hesitated and instead join forces with the Americans. What a fool you sold your only insurance to survive and now your at their mercy. That is how the mafia operates.
 

Weaasel

Senior Member
Registered Member
@Wangxi bro then ban Micron from selling in China, its a easy target cause Samsung is producing DRAM and NAND chips in China , it will not affect supplies. I think China had legislate a law to protect local company from this kind of shenanigans, now is the opportune time to implement it.
China will probably do that if the United States goes ahead with sanctioned against Yangzte. There are other ways of retaliating too... I am sure that China already has a progressive and also ultimate retaliatory plans that it will implement if and when necessary.
 
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