If you admit that Ascend yield has double in a year, then the obvious conclusion is that yield for Kirin line of chips has also increased significantly. Based on 40% yield (which I think doesn't fully account for binning), you get a > 80% yield on Phone SoC sized chips. Assuming obviously if you get some defect on the more complicated SoC, you bin aggressively and put it in lower line of chips. And they have even smaller SoC like Kirin 8000 line (which is now on even Enjoy series). So yeah, the production of Kirin chips likely to be greater than 50 million this year.
Let's say Huawei gets 60 million chips this year and they get on average 480 chips per wafer as my screenshot shows, then that is 125000 wafers, so greater than 10k wpm from this. If they get 80 million chips this year, then we are look at 14k wpm from this.
Adding in 3 to 4k wpm from Ascend and Kunpeng chips, there is still several k wpm from other domestic chipmakers like Phylum, Moore Thread, Biren and others.
I would not be surprised if they get close to 25k wpm of 7nm (or better) capacity by second half of this year and then 40-50k wpm by 2026.
