Guys, Huawei's latest flagship, the Mate 40 Pro is just out, and it's running the Kirin 9000 5G, Kirin's latest, which is 5nm and also integrated with a 5G modem on the SOC itself. If it's using a 5nm chipset, does this means Huawei has a larger stockpile than we've anticipated? Is Huawei's contingency more comprehensive than all of us would've thought?
Chinese semiconductor industry
- Thread starter Hendrik_2000
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Hi Shaolian,
The best 5G phone out there, From what I know at 9 million 5nm chips from TSMC. So it will be difficult to get one or if available it's pricey
In matter of fact, they havent asked me for anything. Perhabs you know something that i dont?
What have they done with this information?
Could you provide a source for this information? i have never heard of it.
They may have a larger stockpile than people realized first:
But eventually, even this stockpile will end, and then what? China wont have the ability to produce them for a long time. To where huawei will turn to?
manqiangrexue
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How long is "eventually"? How long is "a long time"? The answer to your impatient question depends on the answer to those 2 questions.
But since Huawei's essential business is 5G and not cellphones, that it's willing to burn through its stash selling phones rather than reserving all of them for base stations, to me, is a sign that they are confident that they will have an answer before time is up. Meanwhile, if all the answers were clear and neatly known even to bystanders, this wouldn't be China's challenge to overcome.
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Bro, EUV is just short wave light. Can't some institute have some physicists find out how to do it, then plow a massive fund to build the machines. Sure testing and refining and methodology of applying in in real world takes a long long long time, but better start now than never.
This is the type of "applied physics" that Chinese scientists excel at.
This is the type of "applied physics" that Chinese scientists excel at.
There have been discussions between EU and China at government level on the market share/access of European telecom companies to the Chinese market where EU expressed certain concerns in recent past. I've also heard from Chinese sources of such understandings. I can't and won't to dig up such information.
The stockpile is just temporary measure to bridge over the current sudden sanctions. The assertion that China won't have the ability to produce them for a long time, is just your assertion. Where will Huawei turn to and what is Huawei's plan? Huawei has been mum for understandable reason and the problem has gone beyond individual companies like Huawei. China doesn't usually go blowing horn about what they do to deal with such challenges - there are so many precedents before. I know many westerners are waiting for the fall of Huawei or even China. Let me just say: They will be disappointed, as usual.
We shall see.
How many of these smartphone are they selling for the next year? If they are able to push out about 200 million and maintain their second or third place in market share, then that would be great.
Whats next, saying 5nm chips are just silicon?
broadsword
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3D Integration using 90nm at 7nm performance will come at a cost of lower energy efficiency. Price will be cheaper, but at higher running cost.
I think they will continue to develop EUVL in parralel as 3D Integration is a new technology. It is promising for China Semiconductor Industry as it is a low cost way to produce advanced Chips.
I think Chinese Academy of Sciences is working on it and it is now applied in DRAM with 3D Stacking which is a YMTC product.
Article below explains more.
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