Fast technology September 7 news, August 29, Huawei Mate 60 Pro low-key listing, the new machine after the release of the same as throwing a "nuclear bomb" in the science and technology industry, sensational the world, its significance far beyond the product level.
Today, the industry's "mobile phone chip master" tweeted that,After the release of H company's new mobile phone, Mediatek began to cut the number of wafer (wafer) cast in 2024, which is really a butterfly effect.
"H company" obviously refers to Huawei, after all, there are few mobile phone manufacturers beginning with "H", not to mention the recent blockbuster new machine is only Huawei Mate 60 series.
The person also previously mentioned that in the absence of external interference, if 60 million 5G mobile phones can be sold next year, in the case of the global TAM unchanged, Mediatek and Qualcomm will reduce the shipment of 60 million 5G mobile phone chips, after conversion,TSMC will also indirectly affect the reduction of 100,000 advanced process wafers,Not including the accompanying Wi-Fi, PMIC... Reduced wafer.
It is understood that all parties in the industry have made a lot of private analysis of Huawei Mate 60 Pro chip information, in the recent broadcast of CCTV "News 1+1" program, Beijing University of Posts and Telecommunications professor Lu Tingjie, executive vice chairman of the China Society of Information Economics, analyzed Huawei's new machine chip process and potential breakthroughs behind it.
Lu Tingjie said that from the current dismantling of various institutions at home and abroad,More than 10,000 parts used in Huawei Mate 60 Pro have basically been realized domestically.If all the localization is really realized, then in the field of 5G smart phones, the problem of "stuck neck" will be broken.
Lu Tingjie mentioned that Huawei has made very important progress in process control, that is, advanced manufacturing process. Because the yield of advanced process chips directly determines its commercial value, otherwise the cost is too high, and no one can afford it.
It is worth mentioning that the vice chairman of TechInsights, a semiconductor industry observer, believes that the chip carried by Huawei Mate 60 Pro is a very advanced chip, although not the most advanced, but the distance from the most advanced technology is also within the range of 2-2.5 nodes.
According to Lu Tingjie, 2-2.5 nodes mean that we have a 3-5 year gap with 5G chips with advanced manufacturing processes. However,3-5 years is judged by Western countries according to the speed of their technological progress, and China can often complete the "Chinese speed".
At present, we can already see Huawei Mate 60 Pro chip information, chip score, and even chip process on the Internet, which may be one of the keys to Mediatek's big cut wafer casting, and it is also the answer that Mate 60 Pro can cause a butterfly effect in the industry.
The business cycle of Qualcomm and Mediatek will be challenged again, and this time involves more upstream and downstream, and the two are not only flagship chips, but also mid - and low-end chips are expected to be affected.