Tu Du Di Song

A source who understands the situation of Hisilicon Semiconductor, a subsidiary of Huawei, said that Hisilicon is shipping the monitoring camera chip made by China.sign.

According to one of the sources and the other sources familiar with the industry supply chain, Hisilicon began to ship to the monitoring camera manufacturer this year.One of the sources who understand Hisilicon said that at least some customers come from China.

In recent weeks, Huawei has also launched a new type of smartphone with advanced chips. Analysts said that these chips are all domestically produced.These progress shows that Huawei is overcome the US export control.Since 2019, the United States has banned Huawei from acquiring components and technologies from US companies without approval.

"Compared with smartphone processors, these monitoring chips are relatively easy to manufacture," said sources familiar with the supply chain of the camera industry, and added that Hisilicon's return will shake the market.

A key factor is that the company seems to bypasses the restrictions on chip design software in the United States.Huawei announced in March that it has made breakthroughs in the design tools of 14 nanometer and above technology chips-although it is two to three generations behind cutting-edge technology, it is a progress for the company.

Hisilicon mainly supplies chips for Huawei equipment, but there are also external customers such as Dahua and Hikvision.Before the US export control, it was the main chip supplier of the monitoring of the camera industry. The Southwest Securities of the Brokerage was estimated that its global share in 2018 was 60%.

According to the data from the consulting company FROST SULLIVAN, by 2021, Hais' global market share has dropped sharply to only 3.9%.

A source who understands the department's work said that Hisilicon has shipped some low -end monitoring chips since 2019, but its focus is on high -end fields and recapture the market share from companies such as Taiwan.

Due to the sensitivity of this matter, all three sources refused to disclose their names.

Huawei refuses to comment.

** Advanced tool **

Huawei's new smartphone Mate 60 Pro launched at the end of August is noticeable. This mobile phone uses advanced chips and users say it can reach 5G speed.This made Chinese official media and the public cheer, and believed that Huawei smartphone business, which was hit by US sanctions, has come back.

Research company Techinsights inspected Mate 60 Pro and found that it uses the new Kirin 9000S chip, and said that the chip is likely to be produced in China by SMIC in China in China.

Huawei has not commented on the 5G function of this phone or the production method of this advanced chip.The Kirin series chips have always been designed by Hisilicon Semiconductor.Before the US sanctions, Hisilicon Semiconductor had cooperated with TSMC to produce Kirin chips.

The release of this product prompted American lawmakers to call on more pressure on Huawei and SMIC to carry out "more effective export control".

US Secretary of Commerce Raymond Doro said on Tuesday that the United States did not master the evidence of Huawei ’s smartphones that can use advanced chips in large quantities.The Chinese Ministry of Foreign Affairs responded on Wednesday that the state of the United States to Huawei mobile phones was the concept of generalized national security.

The US sanctions so that Hisilicon Semiconductor cannot from the Cadence Design Systems Inc, SynopSys Inc, and Mentor Graphics, a subsidiary of Siemens to obtain electronic design automation (EDA) software.The products of these three companies dominate the chip design field.

Techinsights analyst Dan Hutcheson said their analysis of components such as Mate 60 Pro and its radio frequency chip also shows that Huawei can use complex EDA tools, and these tools "they should not have it."

He said: "We don't know if they have illegally obtained these tools, and more likely is that China has developed EDA tools."