Only 10 million this time? Yu Chengdong: Qilin 9000 chip quantity is limited

category:Internet
 Only 10 million this time? Yu Chengdong: Qilin 9000 chip quantity is limited


Societe Generale Securities pointed out that Huawei plans to gradually transfer the Android / Linux kernel to the Hongmeng micro kernel, and gradually transplant the file system and memory management system in the macro kernel to the Hongmeng kernel. Hongmeng has three kinds of architecture, the first layer is the kernel, the second layer is the basic services, and the third layer is the program framework. Its characteristics are: Based on the micro kernel full scene distributed control, the system is fast, safe and low latency, more advanced than Android and IOS. In the future, with the rapid promotion and landing of 5g, more and more intelligent devices will put forward more requirements for emerging operating systems.

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Is Huawei ready for the countdown of chip outage?

Huang Haifeng also disclosed to the global times that Huawei has about 10 million pieces in stock for its last generation high-end chip Kirin 9000, which also means that about 10 million Huawei mobile phones can use this chip, which may last about half a year. When the stock is used up, Huaweis mobile phone business, especially the high-end mobile phone business, will soon encounter great challenges.

Huawei and many people in the industry have seen the importance of self-reliance in solving the chip dilemma.

Less than 10 days before the U.S. governments chip ban takes effect, Chinas Huawei Corp. is trying to increase its chip inventory before September 15 to prepare for off supply. Due to the so-called sanctions imposed by the United States, Huaweis Kirin high-end chips cannot be manufactured after September 15. The Kirin 9000 chip, which is expected to be launched this year, may become the last generation of Kirin high-end chips. As the worlds leading mobile phone manufacturer and 5g equipment supplier, Huaweis future under the heavy pressure of the United States has become the focus of attention at home and abroad.

Illustration: Huawei is one of the few large-scale booths at IFA, Berlin, Germany, which opened on March 3.

Where are Chinese chips stuck

Its said that Huaweis latest chip display in Europe, such as matte a, was held in Germany on March 9, but Huaweis latest information about its chipset in Europe, such as matte40, was not presented in Germany.

The chip industry includes a huge and complex industrial chain, which can be divided into four parts: design, manufacturing, packaging and testing. Huang Haifeng, a senior independent analyst in the communications industry, told the global times on the 3rd that China has made more achievements in the field of chip design, especially in the chips produced by Huawei Hisilicon. However, there are still obvious shortcomings in other links, especially in the field of chip manufacturing. Xiang Ligang, a communications expert, also said that manufacturing is the biggest obstacle in the current domestic chip industry chain.

At present, most of the products of mainland mobile phone manufacturers use chips produced by Qualcomm and MediaTek in Taiwan. Only Huawei mainly uses its own Kirin series chips. However, the Kirin chip is mainly designed by Huawei, but the key manufacturing process is still entrusted to Taiwan TSMC.

According to the statistics released by trendforce in the second quarter of 2020, TSMC is the worlds largest chip manufacturer, with a global market share of more than 50%. Huawei and apple are the companys main customers. The second place is Samsung, with a market share of 18.8%, and Chinese mainland ranked fifth, accounting for 4.8% of the market share. Although SMIC ranks high in the world, it lags behind TSMC and Samsung in technology for several years. At present, SMIC can only produce chips with a 14 nanometer process. Huaweis glorious play4t mobile phone carries the Kirin 710A chip manufactured by the company. In contrast, both TSMC and Samsung have been able to mass produce chips with 7Nm and 5nm processes. Huaweis Qilin series of high-end chips are mainly from TSMC.

Chip manufacturing involves a lot of technology, among which the most widely known important tool is photolithography. This advanced manufacturing equipment also determines what kind of chip the enterprise can produce. Zhang Rujing, founder and former CEO of SMIC, has mentioned that in some places, China is very strong, such as packaging and testing. As for the equipment, lithography, we have a big gap Most of the most advanced lithography machines in the international market are produced by ASML in the Netherlands. SMIC international introduced a DUV lithography machine from ASML at the beginning of this year, but the most advanced EUV lithography machine, which can produce 7 nm and 5 nm chips, has not been successfully purchased.

Does the spare wheel plan work

According to the relevant sanctions announced by the United States in May this year, any enterprise that supplies semiconductor products containing American technology to Huawei must obtain the export license of the US government first. The ban took effect on September 15. What is American technology? Xiang Ligang told reporters, this scope can be very, very wide. The Microsoft Windows system we use, even word and so on, are all American technologies, so the US ban is tantamount to cutting off the way for the outside world to supply chips to China..

As for the U.S. ban, TSMC Chairman Liu Deyin officially declared, it is too early to confirm now, but as far as the situation is concerned, TSMC does not intend to ship wafers to China after September 14. This also means that without the permission of the US government, Huaweis Kirin chips can no longer be manufactured by TSMC, and companies such as Qualcomm cant supply high-end chips to China. Otherwise, they will face the risk of US sanctions.

Many media have mentioned that Huawei is rushing to purchase a large number of chips before September 15 to strengthen the reserve for future mobile phone manufacturing. According to Huaweis 2019 annual report, Huawei delivered 240 million smartphones (including glory) last year. It can be expected that no matter how much Huaweis chip reserves are, there will be a shortage crisis in the near future.

Nevertheless, Huaweis chip supply is still possible. Xiang Ligang told the global times that the ban may be relaxed after the November election when the new U.S. government comes to power. In addition, the cooperation channels between some chip manufacturers and OEM manufacturers may not be completely blocked. On August 28, Taiwans MediaTek applied to the US government to continue to provide products to China after September 15.

Huawei and many people in the industry have seen the importance of self-reliance in solving the chip dilemma. Last year, Huawei also took the initiative to announce the spare tire plan. Yu Chengdong, CEO of Huaweis consumer business, said recently that Huaweis exploration in the field of chips in the past decade or so has gone from serious backwardness to relatively backward, to leading and to being blocked. We have invested a lot in R & D, but it is a pity that Huawei is not involved in semiconductor manufacturing. We only do chip design, not chip manufacturing. Many of our powerful chips cant be made. We said that to solve these problems, we need technological innovation, technology, technology.

Five years? 10 years? How long will it take for China to catch up

But for Huawei, its far from enough for Huawei to get rid of the near thirst, Xiang Ligang said. If the ban is still strict, it may see a large decline in Huaweis mobile phone shipments in the coming year. Huang Haifeng also disclosed to the global times that Huawei has about 10 million pieces in stock for its last generation high-end chip Kirin 9000, which also means that about 10 million Huawei mobile phones can use this chip, which may last about half a year. When the stock is used up, Huaweis mobile phone business, especially the high-end mobile phone business, will soon encounter great challenges.

Huang Haifeng predicts that within 10 years, Chinas chips can make breakthroughs in some cutting-edge technologies. Xiang Ligang was more optimistic. He told reporters that if the whole domestic industry could cooperate, it could catch up with foreign manufacturers such as Qualcomm in five years or so.

Extended reading Foxconn spell! 24 hours to speed up the production of iphone12iphone12 appears in the dealer internal system: 64GB / 5499 yuan sales, Tesla cut itself again, no one can run away on the road to success. Source: 21st century economic report editor in charge: Wang Fengzhi_ NT2541