Chinese semiconductor thread II

[tokenanalyst]

Don’t let nationalism blind you to reality. China needs to prepare for the worst case scenario. There is zero chance every technology company in China will be able to do what HUAWEI does.

Ironically they may be able to do it and ironically is thanks to Huawei. The domestic supply chain that this company is creating is not a blessing just for Huawei but also for other companies that may find themselves in the same situation.

China RF ecosystem is growing thanks to US export controls.​

Looks like, as always, that US export controls backfired, US companies used to dominate Huawei RF ecosystem.

2019
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But looks like Huawei has finally replace them with domestically manufactured components. That means that RF communication hardware OEMs in China can access to domestic modules, so no only the stooges export controls costed US companies billions, didn't achieve its intended objective <killing Huawei just to embarrass the "SeeSeePee"> and clouded the future of US RF companies in China. US companies still sell a lot in China to the others smartphone makers but with Chinese companies access to domestic components, so US companies could lose their monopoly status in China and have to cheap up prices.

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The interesting part is that not only Hisilicon making more RF chips but also other companies in China, given Huawei stringent quality controls, catching up.

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