Chinese semiconductor industry

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xypher

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I haven't heard such a confirmed or non confirmed plan to ban Xiaomi/OPPO/Vivo/etc.

If that happen, Samsung, Apple, Nokia, Sonny Ericson, HTC will be the ones that can supply high end smartphone with 3nm to China market and will reap benefit from such a situation. But I dont think US will ban the rest of Chinese smartphone makers because they realize 3nm still need huge market.
Sorry but you know that Nokia, Sony Ericsson & HTC essentially ceased to exist on the smartphone market, right? Let alone the high-end one.
 

antonius123

Junior Member
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Uh no. It's the upfront design cost which increases significantly as you move to a smaller node.

The production cost for each transistor keeps increasing slightly after 14/28nm.

So the cheapest semiconductor chips should be produced at 14/28nm. But these won't be as energy efficient as a 5/7nm.

Thankfully, smartphone chips are a small subset of overall chip demand.

You are talking about current situation then yes the cheapest is 14/28nm as they are the most produced now (in line with the data in the graphics), due to the highest scale of production.
But 4 years ago the cheapest chip might be 65/90nm, So it is safe to say that 4 years ahead the cheapest will be shifted from 14/28nm to 7nm/5nm, because the highest scale of production will be shifted to 7nm/5nm.
 

ansy1968

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You are talking about current situation then yes the cheapest is 14/28nm as they are the most produced now (in line with the data in the graphics), due to the highest scale of production.
But 4 years ago the cheapest chip might be 65/90nm, So it is safe to say that 4 years ahead the cheapest will be shifted from 14/28nm to 7nm/5nm, because the highest scale of production will be shifted to 7nm/5nm.
@antonius123 bro 14nm currently will be the mainstream due to IOT and other 5G application, if China is able to mass produce 7nm then its ideal but for now 14nm will do. Regarding 5nm I'm not an expert but is 6G required a special kind of chip, cause in 7nm it can perform the same task as in 5nm (cheaper), @krautmeister @tokenanalyst @FairAndUnbiased @WTAN @foofy need your expertise and opinion.
 

tokenanalyst

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@antonius123 bro 14nm currently will be the mainstream due to IOT and other 5G application, if China is able to mass produce 7nm then its ideal but for now 14nm will do. Regarding 5nm I'm not an expert but is 6G required a special kind of chip, cause in 7nm it can perform the same task as in 5nm (cheaper), @krautmeister @tokenanalyst @FairAndUnbiased @WTAN @foofy need your expertise and opinion.
As far as i understand the 6g would be in terahertz and the data is transmitted at 1000 Gbps, the difference would not be in the process nodes but in the materials, Teraherzt antennas, ultra-fast DACs and ADCs, photonics and so on, none of that i think requires the most advanced manufacturing nodes but they need new materials or metamaterials, in computing terms i think that the CPU have to be quite capable to handle information at that speed, which I think is not possible without increasing consumption and SOC prices, a serious solution is to reduce the cpu load using servers in the cloud, at those speeds it is as if everything were physically connected, imagine a smartphone with a cheap risc-v SOC and if you are going to do something heavy the processing will be done on the cloud almost in real time. It would literally be the end of the SOC arms race. The most advanced nodes would be reserved for processors servers.

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antonius123

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Sorry but you know that Nokia, Sony Ericsson & HTC essentially ceased to exist on the smartphone market, right? Let alone the high-end one.

They still exist. For example HTC plan to release high end 5G smartphone with 3nm Snapdragon CPU by the end of this year.

Their market share is small, including in high end; but when big players like Xiaomi/Oppo/Vivo/Huawei can't release smartphone with 3nm, clients will have little choices among Samsung, Iphone, HTC, Nokia, and Sony Ericsson.
 

Tyler

Captain
Registered Member
They still exist. For example HTC plan to release high end 5G smartphone with 3nm Snapdragon CPU by the end of this year.

Their market share is small, including in high end; but when big players like Xiaomi/Oppo/Vivo/Huawei can't release smartphone with 3nm, clients will have little choices among Samsung, Iphone, HTC, Nokia, and Sony Ericsson.
Xiaomi/Oppo/Vivo/Huawei are making their own 3nm CPU for their phones.
 

antonius123

Junior Member
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Xiaomi/Oppo/Vivo/Huawei are making their own 3nm CPU for their phones.

They depend on TSMC/Sambung foundry. We are talking about the scenario when US will ban them, then the available smartphone with 3nm will be Samsung, Iphone, Nokia, HTC, Soner.
 
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