Chinese semiconductor industry

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antonius123

Junior Member
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China should impose export taxes for Apple products, unless all sanctions on all Chinese companies are lifted. This would send Apple and foxconn into disarray, the US stock market into a tailspin, while the foxconn factories in covid-19 stricken India are not even up and running by any means. This would buy more time for Huawei's Kirin and Balong chips, while the perpetrators are scrambling.

Apple is smart, they start to use Chinese components so if China impose sanction on Apple it will harm Chinese vendors too.
 

Xizor

Captain
Registered Member
Apple is smart, they start to use Chinese components so if China impose sanction on Apple it will harm Chinese vendors too.
Apple is smart. China is smart too. Companies supplying to Apple will get the profits to invest in R&D.
I'm waiting for BOE to slowly become competitive vs Samsung and be fully able to create the best OLED displays. I've similar hopes for Chinese CMOS sensor fabs. SONY needs some of that good dreaded Chinese competition.
 

daifo

Major
Registered Member
China should impose export taxes for Apple products, unless all sanctions on all Chinese companies are lifted. This would send Apple and foxconn into disarray, the US stock market into a tailspin, while the foxconn factories in covid-19 stricken India are not even up and running by any means. This would buy more time for Huawei's Kirin and Balong chips, while the perpetrators are scrambling.

Sounds like a great way to destroy China's tech and manufacturing industry
 

horse

Colonel
Registered Member
@antonius123 bro TSMC 3nm had been delayed the expected date is moved from 2022 to 2023 instead maybe 2024 if the problem persist. Meanwhile SMIC 7nm N+2 is expected to be trial produced this year and if successful mass produced this October, So we are getting there. If that happen then the Chinese mid range phone had available chips to used and If couple with a 3D stacking chipset tech a competitive high end.

Seems to me brother that 3nm is vaporware.

How much more money can they make using 3nm in a phone? Do the phones actually make money now? I don't think so. The phones seems commoditizated like the PC equipment.

I would believe that 3nm is big on promises, and will under-deliver.

The world's fastest supercomputer is that Japanese one, and they use a Fujitsu 7nm chip.

They probably can make an even faster supercomputer with a 5nm or 3nm chip.

If we want a fast computer, just ask Pan Jian-Wei what their USTC quantum projects can deliver in 3 years.

This chip race, about smaller nodes, is all about money, and 5G.

It is not about space exploration, supercomputers, or quantum computers, or weapons.

It is all about the United States government trying to sabotage Huawei 5G, because they got beat.

This whole chip war, has a real vaporware feel to it.

I wish the US government would embargo all chips from China. That would be hilarious.

:D
 

ansy1968

Brigadier
Registered Member
Good news bro; hopefully China can reduce the gap from 2 generation to just 1 generation due to the TSMC 3nm delay combined SMIC acceleration with N+2 this year, and hopefully China can start trial with 5nm by next year, otherwise the 2 generation gap will continue;
@antonius123 bro 7nm 3D stacking chipset is equivalent to 5nm so if successfully deployed next year (we're even) or 2023 (1 gen behind) we're good. On the 5nm maybe at 2025 if SMEE /CETC had deployed their EUVL machine. What matter is we had the core competency as stated by Liang Mong Sung when he reported about the 8 core progress on 5nm and 3nm research and are waiting for the EUVL to trial and produced it. So bro can't wait until 2025, that is the target date. It correspond with the entry of a Republican President as the geopolitical conflict will intensify.
 

ansy1968

Brigadier
Registered Member
Seems to me brother that 3nm is vaporware.

How much more money can they make using 3nm in a phone? Do the phones actually make money now? I don't think so. The phones seems commoditizated like the PC equipment.

I would believe that 3nm is big on promises, and will under-deliver.

The world's fastest supercomputer is that Japanese one, and they use a Fujitsu 7nm chip.

They probably can make an even faster supercomputer with a 5nm or 3nm chip.

If we want a fast computer, just ask Pan Jian-Wei what their USTC quantum projects can deliver in 3 years.

This chip race, about smaller nodes, is all about money, and 5G.

It is not about space exploration, supercomputers, or quantum computers, or weapons.

It is all about the United States government trying to sabotage Huawei 5G, because they got beat.

This whole chip war, has a real vaporware feel to it.

I wish the US government would embargo all chips from China. That would be hilarious.

:D
@horse bro yup I agree TSMC is smart , trying to tie up APPLE and others to its 3nm program (maybe with their down payment) then producing an enhance 5nm chip as a replacement if they can't able to deliver...LOL just like what Intel is doing declaring its 10nm as 7nm, Its all a marketing ploy. Bro I'm excited about this 7nm 3D stacking chipset, its a game changer for China especially Huawei, if SMIC can able to produced it then Huawei had a chip for its High end phone, with good packaging as Huawei is known for it will be competitive.
 

Overbom

Brigadier
Registered Member
Seems to me brother that 3nm is vaporware.

How much more money can they make using 3nm in a phone? Do the phones actually make money now? I don't think so. The phones seems commoditizated like the PC equipment.

I would believe that 3nm is big on promises, and will under-deliver.

The world's fastest supercomputer is that Japanese one, and they use a Fujitsu 7nm chip.

They probably can make an even faster supercomputer with a 5nm or 3nm chip.

If we want a fast computer, just ask Pan Jian-Wei what their USTC quantum projects can deliver in 3 years.

This chip race, about smaller nodes, is all about money, and 5G.

It is not about space exploration, supercomputers, or quantum computers, or weapons.

It is all about the United States government trying to sabotage Huawei 5G, because they got beat.

This whole chip war, has a real vaporware feel to it.

I wish the US government would embargo all chips from China. That would be hilarious.

:D
I think that even with delays, 3nm will happen. Now after that, all bets are off
 

Tyler

Captain
Registered Member
Apple is smart, they start to use Chinese components so if China impose sanction on Apple it will harm Chinese vendors too.
Apple uses Chinese components because Chinese parts are of high quality at the right prices. If China imposes sanction on Apple, this would send Apple and foxconn into disarray, the US stock market into a tailspin. This would put big political pressure on the US hegemon.

It is unimaginable for the US consumers who will realize that their Apple stores are running out of inventory.

The price to pay for China is small comparatively, if the big bully is forced to cancel all sanctions.
 

krautmeister

Junior Member
Registered Member
China should impose export taxes for Apple products, unless all sanctions on all Chinese companies are lifted. This would send Apple and foxconn into disarray, the US stock market into a tailspin, while the foxconn factories in covid-19 stricken India are not even up and running by any means. This would buy more time for Huawei's Kirin and Balong chips, while the perpetrators are scrambling.
This is what the US does and it's why even their own allies have lost trust in them because they are simply unreliable, untrustworthy, selfish actors. China is the world's factory and the supply chain of choice not only because of its cost, speed and logistics advantages but also for its unquestioned reliability. The fastest way to destroy China's supply chain is to retaliate this way when China is in a position of strength like they are.
 

FairAndUnbiased

Brigadier
Registered Member
Because market demand, just like Chinese want Tesla or Apple or Samsung.
Also China won't spoil trade relationship with Korea, Europe, Japan, etc just because US preventing Chinese smartphone vendor from getting 3nm CPU from Qualcomm or any other CPU vendor.

Chinese don't want Samsung.
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(<1% of market). They are only leaving the semiconductor fabs and R&D facilities,
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Market demand is very flexible for consumer products. 3 nm is already going to be far more expensive than 7 nm, while 7 nm with 3D packaging is likely to have similar performance, maybe a little more battery consumption. Then add a little tariffs for Trump reasons, and they're now unaffordable. ez pz. Consumers can't tell the difference and one phone is double the price of another, easy choice.
 
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