Chinese semiconductor industry

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localizer

localizer

Colonel
Registered Member
TD739 said:
Huawei stock pile of cellphone chips will enable it to survive another half year. Showing the graph current revenue doesn't tell the story at all. Who try to fool? Huawei knows they will face a very challenging situation once stock pile used up. Reportedly Huawei about to unload its honor cellphone brand. It won't be able to survive under current situation. Talk about looming storm ahead

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I supported this back then and still do. The Honor smartphone business has a lotta jobs involved. No need to sacrifice it.
 
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ansy1968

Brigadier
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Peter2018 said:
The Chinese should just mandate buying local for national security reasons.
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Hi Peter2018,

Its so sweeping, it may bite you back big time and your domestic industry may suffer due to lack of competition and therefore lack of innovation.
 
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gelgoog

Lieutenant General
Registered Member
localizer said:
I supported this back then and still do. The Honor smartphone business has a lotta jobs involved. No need to sacrifice it.
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I think selling Honor is a big mistake. If Huawei do manage to get a chip supplier in the short term it will likely be for older generation chips. Precisely the kind of chips you sell in budget phones. If Huawei does decide to have their own fabrication facilities it will also help to have volume. The more sales volume you have the better.
 
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Tyler

Captain
Registered Member
ansy1968 said:
Hi Peter2018,

Its so sweeping, it may bite you back big time and your domestic industry may suffer due to lack of competition and therefore lack of innovation.
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So just use foreign, and forget about giving the locals a chance. You can't have it both ways.
 
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gelgoog

Lieutenant General
Registered Member
Peter2018 said:
So just use foreign, and forget about giving the locals a chance. You can't have it both ways.
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You can. Just raise tariffs enough to make the local products competitive.

Also in case the company has a lot of government capital, and a lot of chip companies in China are partially or totally state owned, just make them buy local. They can make them buy 50% from China and 50% from abroad for example. This would also strengthen the supply chain.

I will give an example.
Any chip company which is part of Tsinghua Unigroup should at least have a nationalized or at least non-US production line.
This includes companies like YMTC and Unisoc (Spreadtrum).
The state can also demand that products it buys for itself are made with Chinese supplies.
 
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latenlazy

Brigadier
TD739 said:
EUV uses only reflective mirror not optical crystal. Everything needs to be reflective not transmissive. Optical crystal would absorb all EUV light and nothing to pass down.
I have not heard any one else making LPP except the startup I shown you earlier.
So support that startup. A single prototype of that laser would require at least $1 million . And parts sourced from China
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China already has the reflective optics components for EUV. You don’t absolutely need LPP. If they have a DPP source that’s more than sufficient to get things started. The first instruments don’t have to be top of the line commercial performers. They just need to get the job done. Furthermore, DPP should be able to deliver more photons per watt of power, given that they won’t have the same metal vapor spraying issues on the optics components that LPP has.

TD739 said:
Depend on your definition of high power. I am talking about 30kW or above.
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How about 150kW?
 
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latenlazy

Brigadier
gelgoog said:
This is a bad idea for several reasons. While there are precedents for something like that, like, I think the French have some regulation where at least some percentage of movies shown in theaters are made in France - you would risk WTO sanctions.
But I think the worst aspects of mandating to buy local are that currently the local manufacturers don't have the scale to meet the demand for the rapid semiconductor industry ramp up required in the current five year plan, and if you outright ban ASML that only leaves the Japanese manufacturers, which could then bring prices up a lot. If you outright ban all non-domestic suppliers that will reduce the incentive for national products to improve. In India and in Brazil they used to do that a lot and their industries stagnated churning out the same crap over and over again at the same time black market imports rose. So I think imposing a steep tariff is a lot better.
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Not to mention if you can have it foreign competition is good for motivating the performance of domestic firms.
 
FriedRiceNSpice

FriedRiceNSpice

Captain
Huawei has nothing to worry about. If the current consumer mentality in China persists, they can sell complete garbage phones for same price as iPhone and still slaughter Apple and Samsung in their domestic market for the next few years.
 
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