Chinese semiconductor thread II
- Thread starter vincent
- Start date
why 9010 have not canon mark or Nikon mark , 9000s have ?
SMIC doesn't have Canon or Nikon lithography systems, they use ASML.
the 9000 use ASML 2000i or the 2050i system.
Chipsea Technology's PD products have passed Thunderbolt 4 certification and entered the Intel PCL list
The PD chip CS32G052M of Xinhai Technology successfully passed the Thunderbolt 4 certification and entered the Intel Platform Component List (PCL) with its excellent product technical indicators and stable performance. This milestone achievement not only demonstrates the company's deep technical accumulation in the field of PD fast charging, but also marks the company's new breakthrough in the PC ecological layout.
As we all know, Thunderbolt certification is regarded as the highest standard in the PD industry due to its complex and cumbersome certification process. It requires products to reach industry-leading levels in data transmission speed, power transmission efficiency, compatibility, etc. For a long time, this certification has been dominated and controlled by several internationally renowned manufacturers. With the passing of Thunderbolt certification by Chipsea Technology's CS32G052M and its entry into the Intel PCL list, it means that Chipsea's PD products have reached industry-leading standards in data transmission speed, stability, and compatibility.
CS32G052M is a single-channel USB Type-C and USB PD controller designed for laptops. It fully complies with the USB PD3.1 standard, supports single-channel independent fast charging, fully ensures charging speed and efficiency, and supports PPS function, which can bring users efficient and safe charging experience. In addition, CS32G052M has multiple protocol data transmission interfaces, supports many fast charging protocols, has a set of SBU Switch, a set of USB2.0 MUX, 12K SRAM and 256K Flash (supports dual-zone allocation), ensuring the stability and security of data transmission, and providing users with more flexible data transmission and control options.
Seems like to me, alot of assumptions.
On one hand, the video shows the 9010 phone got disassembled and many assumed that it didn't sampled enough and it just happened that particular 9010 chip didn't have ASML mark and if enough samplings or enough phones got disassembled, the ASML marks bound to show up.
On the other hand, that one 9000 phone got disassembled and just "lucky" to have ASML mark shown up.
Man, that's a lot of assumptions going on here!
Somebody should disassemble alot alot of 9010 phones so we can sure.
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For Apple, I haven't checked all the details, but the logic should be sound.
1: Due to the lithography limitation in China, it looks like Apple would always have better logic and memory chips. With AI features moving to edge devices, Apple's enhanced computing power(M4 chip is a beast) becomes more appealing. Satcom/Photography noncore functions.
2: IOS is a much more mature and huge ecosystem, I doubt foreign App/Game developers would migrate their products to the HarmonyOS, I guess there are "emulators" that can be used to run Android apps in HarmonyOS. Lack of App/Game support is a no-go for lots of people. Unless Huawei is able to vastly ramp up advanced node production, then flooding the market with cheap, high-quality devices, without much higher market shares, very hard for HarmonyOS to compete with IOS.
3: Global after-sale support and brand awareness, I doubt people can get after-sale service outside of China.
4: I saw some people posting on social media, with multiple discounts, Apple iPhone 15 Pro 256G is selling for around 6300RMB in China, the same price level as Mate 60 Pro, Unless people want to support Huawei, there are no compelling reasons to buy Huawei over Apple when they are on the same price level.
If you are a light phone user, just check social media posts or watch videos on TikTok, any phone would do the job, won't notice any difference.
For Nivida,
1: H20 and 910B prices similarly in China, 910B maybe slightly faster, but H20 is manufactured by TSMC with better processing nodes, H20 should be more mature and stable.
2: Nivida's CUDA ecosystem is so entrenched, without the geopolitical risk factors, so much easier to build your system with CUDA. Recently some news mentioned some big tech companies are planning to build data centers in the West (or rent AI chips) to avoid the sanctions in order to buy Nivida's chips.
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Except when you buy Huawei you look cool, IPhone is boring from the last 6 years after the Huawei chip ban the dammed phone hadn't change much, not a single new innovation just a slow incremental improvement which they charge you an arm and a leg for it.
To be honest, Huawei is overcharging customers as well, adding lots of brand premium to its product lines, not much different than what Apple is doing.
I am visiting China now, I recently tried out Huawei's Freeclip earbuds, pricing 1299RMB in-store, similar products cost around 650RMB from Xiaomi, Sivga so2 open earbuds costs 360RMB, 1/3 of Freeclip'sprice, while providing similar or even better sound quality than 1299RMB Freeclip.