) The 2020 Berlin International Consumer Electronics Show (IFA) opened, but Huawei did not release a new generation of Kirin chips as before. It just announced that Huawei will open another 50 offline stores in Europe, including 8 Flagship store and 42 experience stores.
The reason for this situation is that the United States has imposed all-round sanctions on Huawei, which comprehensively restricts Huawei’s purchase of semiconductors produced using US software and technology, including those outside the United States that are listed as US business controls. The production equipment in the list needs to obtain a license from the US government before manufacturing for Huawei and HiSilicon. The deadline is September 15.
After September 15th, Huawei will not be able to obtain TSMC foundry products. Huawei is currently increasing the amount of TSMC’s 5nm film production, which can be said to squeeze the production capacity of TSMC.
However, no matter how much inventory is stored now, there will always be a day to be consumed. If the United States has not lifted the sanctions order, Will Huawei phones survive?
Currently, there is no 5nm production line in China, and SMIC stated that it may not be able to manufacture for Huawei because Many of the equipment used in the SMIC production line uses American technology.
Furthermore, not only the Kirin 9000 chip of the 5nm process is facing a swan song before it is launched. Almost all of Huawei’s self-developed Kirin chips on sale will face the threat of sanctions, which means that Huawei and Honor will be in the future. A large number of mobile phone models will face supply shortages. This includes a variety of flagship-level phones such as P40, P40 Pro and Mate 30.
According to the U.S. upgraded version of the ban, Huawei will not be able to outsource chips. Huawei originally wanted to jointly develop chips with MediaTek. However, under the upgraded version of the ban, MediaTek has no way to cooperate with Huawei. According to the news, , MediaTek has been forced to cancel the development plan of the 5G high-end platform based on the 5nm process. The platform can be said to be tailor-made for Huawei.
Before, it was widely rumored on the Internet that Huawei would develop its own lithography machine or build a national chip production line. These are not what Huawei can do, and Huawei does not have the ability to develop chip manufacturing equipment. No experience in foundry.
In addition, because of the US ban, Huawei can no longer use EDA tools. EDA tools are an indispensable tool for chip design. Simply put, hundreds of chips used by human society are designed through EDA. Yes, at present, Cadence, Synopsys and Mentor Graphics three EDA vendors monopolize the global market.
Don’t talk about chip production, Huawei’s chip design is currently restricted. MediaTek and Qualcomm are lobbying the United States to relax the ban and supply Huawei. If they don’t really agree, they can only guarantee Huawei. The phone survives. Kirin chips will disappear in front of people in the future.
Even Yu Chengdong said:Due to the second round of sanctions, chips will be produced after September 15 That’s it, it may be the last generation of Kirin’s high-end chips.
How can we solve Huawei’s current chip dilemma? Only China can build a complete semiconductor industry chain and create a complete”chip-software-machine-system-information service” industrial chain coordination pattern. The high-end products of chip design companies can complete self-production and self-research in China, and form a collaborative development model with domestic integrated circuit manufacturing companies. Achieve self-sufficiency in chip materials, chip manufacturing equipment, IC design, wafer processing, packaging and testing, so as to completely get rid of US sanctions.
This is definitely not what Huawei can do alone. It needs the country to take the lead and gather the power of the national semiconductor companies to do it. Since 2014, China has established the National Integrated Circuit Industry Investment Fund. Established, China raised a total of 338.7 billion yuan and increased investment in equipment manufacturing, chip design and materials. In order to support the integrated circuit industry, which is the core of technological self-reliance, China has introduced supportive policies such as’exceptional’ taxation.
If China’s plan can be realized, then for us, not only Huawei will be able to escape the sanctions imposed by the United States, but the entire China will be in a rivalry with the US chip industry.
Sanctions are It is painful, but at the same time it is a major opportunity, forcing us to upgrade our industry as soon as possible. It even opened up an era of semiconductors.