According to the latest news reports, the current 5nm process chips are about to be released. Whether it is the Apple A14 chip, Huawei Kirin 9000 processor, or Qualcomm Snapdragon 875 chip, they will all use the 5nm process, which will bring us more Efficient accounting and processing skills.
Craftsmanship is very important to chip manufacturers. Chip manufacturers from all over the world are pursuing perfection all the time, because only in this way will they not be selected by the market. However, the United States has announced a ban on Huawei’s stockout. Its intention is conceivable. You know, they just want to restrict Huawei’s development and then affect Huawei’s production in the 5G field.
As soon as this news came out, many people began to pay attention to Huawei’s Kirin 9000 inventory, because if the inventory is insufficient, Huawei will no longer produce new mobile phones, which means that Huawei’s revenue will be cut by at least half. Because mobile phones are the most important business for Huawei, this will directly affect the development and normal operations of Huawei’s other businesses.
So how much is Huawei’s Kirin 9000 in stock now?
In fact, it only takes about 10 million chips, but don’t think that 10 million chips can produce 10 million mobile phones, because Huawei’s 5nm wafers have a total of about 22,000 pieces, but the wafers need to pass quality inspection. Wafers with unqualified quality after die selection will be disposed of as scrap. Only wafers from good die can be used normally, which is the so-called fixed tape. The Chinese literal meaning is that all wafers are good quality. Meaning, based on the past experience of practitioners, the number of wafers currently available can only produce about 4.35 million mobile phones. This is completely unacceptable for Huawei, which has huge mobile phone sales.
It is precisely because of this that Huawei is finally taking action. According to Huawei’s latest recruitment announcement, Huawei is planning to hire more than 40 Ph.D.s related to the chip industry. It can be clearly seen that Huawei is going to completely complete independent research and development. No longer rely on ARM, I believe that by that time, we will no longer be stuck by the United States. What do you think of it?
The domestic mobile phone brand Huawei has been greatly affected by the “sales ban” and cannot obtain sufficient supply of some components. The most important thing is that TSMC has stopped supplying Huawei with Kirin chip foundry technology. The Kirin 9000 has been produced. It seems that the chip cannot meet the needs of Huawei mate40 series machines; it is speculated that some Huawei mate40 series machines will not use 5nm process chips.
The performance of Huawei’s Kirin chip itself is not as good as that of Apple’s A-series chips. If it cannot use the same 5nm chip as Apple’s A14 chip, the functional gap between the two may be even greater; when chip production is restricted, Huawei The product competitiveness of the mate40 series will also be greatly reduced. In addition, this series of machines cannot have built-in Google GMS services, and will also lose a large number of overseas customers.
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