The impact of the US ban on Huawei is still escalating.
Yu Chengdong, CEO of Huawei's consumer business, publicly confirmed today's 2020 summit of China's 100 people's Conference on information technologyDue to the sanctions of the United States, Huawei's Kirin series chips can not be manufactured after September 15, which will become a masterpiece. If the U.S. ban is not lifted (or even upgraded), mate 40 will become the last Huawei flagship phone equipped with its own Kirin processor.
Mate 40 will carry the Kirin 9000 processor developed by Huawei. It does not follow the naming rules of the past. Last year, the name of Qilin flagship SOC came to 990. It has been rumored that this year's naming method should be Kirin 1020.
In 2009, Huawei took out the first mobile phone SOC k3v1, which has been more than 10 years this year. In the past decade, Kirin chips have gone from scratch to excellent, but all of them will be suspended.
Fabless companies like Huawei Hayes are only responsible for chip design, and manufacturing needs to be handed over to manufacturers such as TSMC. And TSMC is affected by the United States ban, can no longer provide contract services for Huawei.
On July 16, TSMC said at the second quarter financial report meeting that according to the current laws and regulations, TSMC will no longer ship wafers for Huawei on September 14. Earlier, TSMC announced that it would not accept new orders from Huawei since May 15, and the existing orders are expected to be delivered within a few months.
As we all know, only TSMC and Samsung have the technical strength of OEM for the 7Nm (including 5nm in the future) adopted by Kirin flagship chip. Due to TSMC's power failure, Samsung was affected by the ban and could not provide services.
And Kirin 710 A processor is manufactured by SMIC 14 nm process, mounted on the middle and low end product glory Play 3 and enjoy flat plate, from Yu Chengdong's words, Kirin is the whole line stop, even the SMIC contract part is inevitable.
Mate40 will rely on stock on time to market, a mobile phone and SoC project, production is very early, Huawei before September 15, can guarantee a certain amount of supply, but not much, and buy and cherish.
Self research flameout, so third party procurement?
Last week, Huawei made up $1.8 billion in patent fees to Qualcomm, which was intriguing. However, it was clearly mentioned in the financial report meeting that at present, there is no substantial business relationship between Huawei and Qualcomm, and there is no Huawei in the performance expectation of MSM department given by Qualcomm.
Samsung's exynos is small in production and ambiguous in attitude.MediaTek is an on-site choice. Semiconductor industry observation reports that it has signed a letter of intent and a large purchase order with MediaTek, and the order amount exceeds 120 million chips If Huawei estimated annual mobile phone shipments of about 180 million units in the last two years, MediaTek's share of the market is more than two-thirds, far better than Qualcomm.
The report of DIGITIMES research also points out that since the second quarter of 2020, Huawei has increased the purchase of midrange Tianji 800 5g SOC of Lianfa technology, and may also start to purchase high-end 5g AP of MediaTek in the second half of 2020 and 2021.
Driven by Huawei, the proportion of mobile phones using MediaTek processors in the mainland market in the second quarter has surpassed that of Qualcomm to take the top position.
Since the ban was upgraded, there has been no news about the supply cut-off of the Department. Sometimes, no news is good news. Although we can't make it ourselves, the mobile phone business will not stop at least. The bad news is that some features of Huawei's flagship mobile phone are also based on the combination of hardware and software of chips and algorithms. If we change to a third-party supply, how much will be affected, and even affect the competitiveness of the whole machine.
Hisilicon is one of the most important labels of Huawei mobile phones, and also the embodiment of Huawei's technical strength. Thanks to the high volume of Huawei's mobile phones, Hisilicon is also known as the world's first tier chip design company. According to the latest monthly Semiconductor Industry Report of cinno research, Hisilicon has shipped 22.21 million pieces, accounting for 43.9% of the market share. At the same time, Hisilicon also surpassed Qualcomm for the first time, officially becoming the largest mobile phone processor brand in China.
Hayes was questioned at the beginning of his creation, K3V2 and other early products can be described as disaster. But in Huawei years of commitment, and high market share
All in all, the situation is grim, and the worst we had imagined is happening one by one.