Source: Zhongshi Electronic News
Author: Liu Peizhen
Recently, the topic and war of the public opinion world of Huawei new machines have been introduced. It is mainly due to the company's ban on the implementation of the company in the United States, and the sales of smartphone sales have fallen straight to create Hisilicon and semiconductor supply chain behind Huawei. In recent yearsIt is continuously blocking China to obtain related semiconductor equipment, key chips, EDAs, etc., resulting in relatively unbelievable localization of China's semiconductor industry.However, the Mate 60 Pro mobile phone launched by Huawei this time, the Kirin 9000S chip is made of advanced process manufacturing. At the same time, the mobile phone can reach the function of 5G, which has attracted much attention from all walks of life and caused many speculation.
Huawei's physical channels sell new mobile phones Mate60 Pro on the evening of the 3rd. Huawei stores in Beijing, Shanghai, Guangzhou, and Shenzhen have appeared in the queue, which means that Huawei has inspired China's native patriotism;The news that China has broke through the US technology blockade and can show the great map in the semiconductor, especially this Mate60 Pro is the first 5G mobile phone to return to the market in Huawei.Discussion.
In fact, from the perspective of disassembling Mate60 Pro mobile phones and Kirin 9000S chips, the supply chain should be that SMIC uses DUV machines to reuse multiple exposures to achieve 7 nanometer processes as foundry; aspect of power supply, there is Saint State, there is Saint State, there is Saint State, there is Saint State, there is Saint State, there is Saint State.Nanxin semiconductor; wireless charging is the long -term technology of Meixin Sheng and sealing and testing technology. On the whole, Huawei is mainly achieved by roundabout procurement and production, which is strongly meaningful to the US warning.Especially the timing of listing with the new machine of Apple iPhone.
However, Huawei's subsequent actual results remain to be observed. After all, SMIC's process limit for the sprint of the DUV machine is up to 7 nanometers, and the current yield should not be high. It is difficult to reach the stage of large mass production., And the cost is also high, at the same time, ASML's EUV micro -shadow exposure equipment has been completely banned for SMIC.Even the ARM architecture has stopped supplying China, so the level of Kirin mobile phone processor should not be far from the limit; in addition, the efficiency and cost -effectiveness of Kirin 9000S chips are compared with the level of international manufacturers, and there is still a paragraph.
After Huawei, after the launch of the wave Kirin 9000s chip, it is even more noticeable that the subsequent US -China science and technology war will evolve, and Huawei's launch of new mobile phones is expected to make the United States and China unsatisfactory.Continuously heating; it is foreseeable that the United States will be more precautious about China. At the same time, the blockade operation is difficult to solve the structural problems of political, military, diplomacy, and science and technology hegemony. It is difficult to have signs of controlling loosening.The United States will continue to float on the stage regardless of the risk or decourse action; and the inspiration of China by Huawei will sprint the process of dominating semiconductors in the semiconductor.Confidence and regarding Huawei's Kirin 9000S chip are the beach heads that Chinese counterattacks.
Under the development of the above situation, the trend of confrontation between the United States and China is expected to continue. Moreover, the US -China science and technology war towards normalization and long -term is a common consensus, which will cause the global semiconductor supply chain to be uncertain.
The author is the Database Database of the Taiwan Economic Council and the director of APIAA
