At present, the development of my country's semiconductor industry can be roughly divided into two stages. The first is to keep up with the development pace of silicon chips, independently master independent intellectual property rights, and gradually break the technology monopoly of European and American countries; the second is emerging technologies, such as lamination technology, photonic chips, superconducting quantum chips, etc., trying to break through extreme ultraviolet lithography technology.
Nowadays, Huawei has a large number of core technologies and has done a very good job, leading the process of the entire subject. Once this technology enters the commercialization stage, Huawei will no longer be able to completely blow away the "wind outlet" of Huawei like 5G. stand up.
Alibaba Yitian and Han Palace, Huawei's Kirin and Kunpeng Xiaolong, Unisoc's Ruihuben, Tanggula, OPPO Mariana and other chips, Chinese companies accelerate technology development, domestic RF, display driver, battery management, NPU and other chips, domestic chips, domestically produced chip.
Huawei's Mate 50 series can not only replace all domestic components, but also allow local companies to start using domestic chips. According to statistics, Chinese companies have cut off 84 billion chips in November. Foreign media said: "You cannot buy American chips. China is rising!”
Can’t the U.S. sell chips?
In just 11 months, more than 80 billion chip orders have been cut. This is also an intuitive reflection of the current continuous increase in the use of domestic chips. This is a series of chain effects caused by the chip ban. In the absence of easy access, China Of course, companies will worry that some low-end chips will also be restricted. Only by relying on their own technology can they fundamentally get out of trouble.
According to international data, about 1/20 of the world's semiconductor companies are registered in 19 countries. Under such "wind", although there are many subsidized companies "fishing in troubled waters", at least one thing has been proved, that is The government has vigorously supported China's semiconductor industry and has made considerable progress.
Just as domestic mobile phone manufacturers have been able to rank among the top ten markets in the world, Google's Android system and Qualcomm's Snapdragon processors are largely responsible. Even Huawei relies heavily on these two American companies. However, with the introduction of the ban, American companies All have been banned from production. Chinese companies and Huawei have joined forces to take advantage of the "Kirin" processor, posing a huge threat to the veteran Apple. The release of Huawei's "Kirin" chip has put Midea Group in great danger.
Due to the improvement of chip regulations, TSMC had to suspend cooperation with Huawei, causing Huawei to lose its source of supply. Although Gaotian, which is still in production, can continue to provide high-quality products, it is only 4G. The United States The company suffered heavy losses and heavy losses.
Qualcomm originally had an absolute advantage in the field of mobile phone chips in China, but Huawei suddenly cut off its supply. Many domestic companies were afraid of making the same mistake again, so they introduced a large number of MediaTek, and MediaTek did not disappoint. , jumped up, surpassed Qualcomm in one fell swoop, and became the number one in the world.
Similar things are not uncommon. Many companies such as Intel, Nvidia, and AMD have failed to sell high-end chips to Chinese companies. Due to chip limitations, the companies have been in a loss-making situation, which has given the domestic semiconductor industry a huge challenge. Good opportunity.
The rise of local chips
TSMC's 3 nm process was rejected, on the one hand because the utilization rate of the 7 nm process is less than 50%, and on the other hand because Chinese chip manufacturers have canceled their orders, resulting in their chips not being available at discounts Sales to customers in the United States.
Regarding the current semiconductor market, foreign media also pointed out that the current chip industry in the United States, like China, is focused on the design and development of chips, but is unable to produce supporting processes, which sends a "danger" signal.
Although the United States has a great technological advantage, its original advantages are slowly disappearing under the new policy. Once there is a problem in the world supply system, American companies will be the most affected.
In addition, in emerging industries such as smart cars, artificial intelligence, and the Internet of Things, in the next few years, some advanced technologies, such as mobile phones and computers, can meet more than 90% of high-end technology needs, and once mastered With advanced technology, our technical level can keep up. What do you think of this?
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