Since the second half of last year, Yu Chengdong choked several times at a meeting, saying that Huawei was short of core at present. Part of Kirin 9000, which was shipped back from TSMC overnight, has not been sealed yet, which shows how anxious Huawei is. Maybe the later chip can't guarantee it. In order to continue the main brand, we saw Mr. Ren and Glory change hands. For a time, domestic voices about chip manufacturing and domestic substitution continued.
As Glory parted ways with Huawei, news of cooperation came from Qualcomm and MediaTek, indicating that they could supply the goods. What about Huawei? I started to build a factory in Shanghai, but more often I started to take the "Nanniwan" plan. Teacher Ren even said that Huawei can survive without mobile phone business, so we saw the so-called "cloud pig raising", but recently some netizens broke the news that Huawei's 9000L chip is dynamic or Samsung's 5nm blessing. Where is Huawei's way out after being banned by America?
Just in March of 19, a well-known domestic media broke the news that Huawei Kirin 9000L chip is from dynamic and manufactured by Samsung's 5nm EUV process.
Lenovo will launch P50 series in May, so many netizens speculate that these chips may be used in new mobile phones.
"8 million pieces of Kirin 9000, if sold out on Mate 40, we have reserved a considerable part for the subsequent P50 and Mate 50."
However, after such news came out, some insiders asked Huawei insiders, and the other party said it was unclear. After all, things about Huawei chips are still cautious.
Actually, I personally think it is unlikely. Whether TSMC or Samsung, their equipment, materials and technology are somewhat similar to those of the United States. TSMC is restricted by the United States, so Samsung should be no exception.
Whenever Huawei produces a chip, or someone in China makes a breakthrough in chips or equipment, netizens are more excited and think that Huawei has ushered in a turning point. In fact, under the heavy pressure, we are looking forward to the rise of domestic chips, but how easy is it to achieve domestic substitution?
Last year, we saw that Intel, Samsung and other enterprises successively got the supply license, and then even Qualcomm got the supply license, but it didn't involve 5G products. Prior to this, President Ren also said that he would continue to strengthen the global cooperation strategy, but he would not stop the pace of self-research.
Since last year, we have seen Mr. Ren visit four engineering universities in China on a hot summer day, and he is also recruiting semiconductor-related talents on a large scale. He also started to set up a chip factory in Shanghai, starting at 45nm. It can be said that Huawei started the core-making mode for a time, which indirectly stimulated the development of domestic semiconductors.
The birth of a chip is probably in three aspects: design, manufacturing and sealing and testing, but to be honest, these three aspects are not only Huawei's neck stuck by America, but also the status quo of the whole semiconductor in China.
For example, packaging and testing are ahead, but the equipment depends on the United States and Japan, and the manufacturing is the weakest (the Netherlands cannot sell advanced mask aligner because of the restrictions of the United States, for example, the light source scheme adopted by advanced mask aligner is provided by the United States, but now Tsinghua University has also developed a new light source, hoping to replace it), and the design aspect is the issue of architecture authorization mentioned above.
Therefore, it is still difficult to achieve domestic substitution in a short time, so where will Huawei go? Where is Huawei's way out?
For the time being, whether Huawei focuses on businesses other than the mobile phone business, such as the "Nanniwan" project, "Cloud Pig Raising" and building a chip factory in Shanghai, Huawei has never given up the road of self-research, and the state is also giving strong support.
From the establishment of a large fund to the policy of "10 exemption from S", we can see that the country has made great efforts in semiconductors by taking integrated circuits as a first-class discipline!
It is not reliable to rely on imports, only self-research is the right way. In China, more and more forces are pushing the development of semiconductors, not just Huawei. When China Core rises, Huawei will also appear in front of everyone with a brand-new attitude.
Looking forward to the rise of China Core!