馃攳
Is TSMC scared? Lost the biggest customer! Huawei chips are fully supplied from Qualcomm. - YouTube
Channel: unknown
[0]
Hello and welcome to this programme.
[2]
Recently, we focus on huawei chip problem,
it is worth mentioning that as a result of
[7]
the policy of the U.S. government, global
chip supply market appeared a huge fluctuations,
[13]
international technology trade produced a
huge loss, but the recent situation has improved,
[19]
the government finally agreed to relax restrictions,
restart the market transaction, At the same
[25]
time, with the full cooperation and communication
of Huawei, TSMC, Qualcomm, ASML and other
[33]
technology companies, the national chip market
may return to the track of stable and healthy
[39]
development, and the positive development
of the semiconductor industry cannot be achieved
[44]
without the efforts of everyone.
[46]
Even if Qualcomm has obtained permission to
ship 4G chips, it is still able to maintain
[51]
Huawei's basic business lines.
[54]
From the latest news, Huawei may be equipped
with Qualcomm's 5G chip Snapdragon 778G when
[61]
it holds a press conference in September.
[64]
In other words, Qualcomm may officially resume
supply to Huawei next month, which means that
[69]
Huawei will soon come out of the predicament
of mobile phone chips.
[74]
While even in this condition, we are more
paid attention to whether Huawei's own business
[78]
lines can proceed normally, such as whether
the self-developed Kirin chip of Huawei's
[83]
HiSilicon can be foundry.
[85]
As we all know, Huawei's mid-to-high-end models
are generally equipped with its own Kirin
[90]
chips.
[91]
In the industry, Huawei's high-end devices
have been able to gain a good reputation,
[96]
not only because of the support of domestic
drivers, but also the high-quality experience
[101]
based on the performance of the Kirin chip.
[104]
China's chip imports climbed to nearly $380
billion in 2020, or about 18 percent of total
[111]
domestic imports, as the U.S. ban prompted
companies like Huawei to stock up on chips.
[118]
China bought nearly $32 billion of equipment
for chip production from Japan, South Korea,
[124]
Taiwan and elsewhere in 2020, up 20 percent
from 2019, according to a Bloomberg analysis
[131]
of official trade data.
[133]
"In the short term, China will rely on imports
to improve its chip manufacturing."
[138]
"China does not yet have the capacity to produce
the chip-making equipment needed for advanced
[144]
processes," said Wang Dan, technology analyst
at Gavekal Dragonomics.
[149]
But China is investing heavily and success
will take more than a decade."
[154]
Chinese chipmakers like SMIC are buying more
of the equipment needed to make silicon wafers
[159]
and chips.
[161]
China has become the largest market for semiconductor
equipment in 2020, according to a December
[167]
report by The International Semiconductor
Industry Association (SEMI).
[172]
Chinese chip imports surged about 14 percent
in 2020 as Chinese companies stocked chips
[178]
ahead of schedule due to restrictions imposed
by the U.S. China's chip imports and exports
[183]
of smartphones and PCS have also been boosted
by strong demand for PCS as the COVID-19 pandemic
[190]
has forced them to work and study from home.
[193]
According to statistics, China's chip imports
of more than $300 billion come from Taiwan,
[199]
South Korea, Japan, the United States, Malaysia,
the Philippines and Vietnam.
[206]
Taiwanese companies, including TSMC, have
benefited the most.
[211]
Demand for chips will continue to grow in
2021, with the International Semiconductor
[216]
Industry Association forecasting in December
that global chip sales will grow 8.4 percent
[222]
this year, with companies such as TSMC, Intel
and Samsung Electronics continuing to benefit.
[230]
Chinese chipmaking companies will also continue
to buy semiconductor equipment to produce
[234]
more chips, which will help companies like
Tokyo Electronics and ASML grow sales.
[241]
The point is that for the prerequisite for
the restoration of Huawei's Kirin chip foundry,
[246]
TSMC, which has the first chip manufacturing
technology, must obtain a supply license.
[253]
Therefore, some media reports have made a
reasonable prediction that TSMC is likely
[258]
to supply Huawei.
[260]
Qualcomm's full supply is imminent, is there
conditions for TSMC to resume foundry?
[266]
First, Qualcomm's frequent upward appeals
have preliminary results, and TSMC can follow
[272]
suit.
[273]
According to the current results, Qualcomm's
cry has played a certain role.
[277]
Although Qualcomm is the world's leading chip
design company, and has won the first position
[282]
in the global mobile chip market, it is all
based on Qualcomm's embrace of the Chinese
[287]
market.
[288]
You know, in addition to Apple and Samsung,
domestic mobile phone manufacturers such as
[294]
Huawei, Xiaomi, Oppo, Vivo, and OnePlus account
for most of the global mobile phone market
[300]
share, while the mid-to-high-end models of
the last four manufacturers are basically
[304]
equipped with Qualcomm processing.
[307]
Chip, which established its market share.
[310]
For Qualcomm, if it wants to continue to grow
or maintain its market share, it must actively
[315]
embrace the Chinese market.
[317]
Therefore, in the long run, the replacement
of domestic chips is an inevitable trend,
[323]
and Qualcomm is worried that its share will
be divided.
[327]
In the same way , not only is the 28nm lithography
machine off the assembly line at the end of
[333]
this year, but more importantly, the domestically
produced lithography machine will achieve
[338]
14nm mass production next year, which means
that TSMC's share will also be divided.
[345]
In addition, Shanghai Microelectronics' new-generation
lithography machine has completed technical
[351]
testing and certification, which means that
localized substitution is coming sooner than
[357]
expected.
[358]
Therefore, TSMC can follow the example of
Qualcomm by appealing to obtain a license
[363]
for the foundry of Huawei's 4G Kirin chips
to stabilize its position.
[368]
Second ,it is conditional exchange.
[371]
To begin with, TSMC builds production lines
to replace labor permits.
[376]
We all know that most of Qualcomm's orders
are made by TSMC, and even part of Intel's
[382]
orders for the entire layout have been handed
over to TSMC.
[386]
In other words, the chip manufacturing technology
in the United States is backward, and the
[392]
process of 7nm and below cannot be completed
so far.
[397]
Previously, the United States invited TSMC
to build production lines for 5nm and 3nm
[404]
high-end chips in their home country.
[407]
Naturally, they were interested in TSMC's
advanced process manufacturing technology.
[413]
Under this circumstance, media comments predict
that TSMC can build factories in exchange
[419]
for licenses to replace workers.
[421]
It is also possible.
[423]
After all, the United States is anxious about
high-end chip manufacturing capabilities.
[429]
What鈥檚 more , Qualcomm chips replace Huawei's
Kirin chips.
[433]
In the field of high-end chips, Huawei, Apple,
Qualcomm, and Samsung are obvious to all.
[440]
Among them, the 5nm chip Kirin 9000 based
on EUV technology has been on the market earlier
[447]
than its peers.
[448]
Therefore, this is enough to illustrate the
research and development capabilities of domestic
[454]
chips.
[455]
In addition, the capabilities of 5G technology
are well known.
[460]
In this case, industry insiders predict that
TSMC's foundry license can be obtained through
[466]
chip replacement.
[467]
In other words, all Huawei mobile phones are
equipped with Qualcomm's 5G chips, so Kirin
[473]
chips cannot be used.
[475]
HUAWEI chips usher in a turning point!Qualcomm's
full supply is imminent, is there conditions
[480]
for TSMC to resume foundry?
[483]
Although this argument can solve short-term
problems, the author believes that this measure
[488]
is not feasible.
[490]
The chairman of Huawei has made it clear that,
in any case, HiSilicon's chip research and
[495]
development will continue.
[497]
Moreover, the key point is that the domestically
formulated goal of 70% chip autonomy must
[503]
be unswervingly achieved.
[505]
Therefore, on the whole, regardless of the
accuracy of the disclosed 5G chip recovery,
[511]
it is certain that the top priority is to
fully realize the domestic substitution of
[516]
chip design, manufacturing, and lithography
equipment, which is a long-term benefit.
[522]
China has overcome multiple difficulties and
promoted the chip production and manufacturing
[527]
process, which is also a manifestation of
the spirit of self-reliance and self-reliance
[533]
of the Chinese nation.
[534]
Faced with the current shortage of domestic
chips and the chip production and manufacturing
[539]
technology is not mature enough, China can
unite the power of all walks of life.
[545]
In a short period of time, through continuous
research, the process of independent manufacturing
[551]
of chips has been greatly improved, which
has also promoted the development of China's
[556]
science and technology.
[558]
Advanced chip production can lead China's
high-end manufacturing industry to make new
[563]
breakthroughs.
[564]
It is believed that in the future, Huawei
can truly achieve self-sufficiency in chip
[569]
production without the need for chip foundry.
[572]
To sum up, the Chinese chip technology has
made the very big breakthrough, no matter
[577]
from the chip design and chip manufacturing,
to the production stages, including build
[583]
a chip of semiconductor industry chain, science
and technology of China is using his actions
[589]
chip technology to the world a lesson, we
also believe that, with alibaba, under the
[594]
guidance of Chinese technology companies such
as huawei, The development of China's chip
[600]
technology will continue to break new highs,
to become a scientific and technological power,
[607]
no longer subject to the technology blockade
of foreign countries, and at the same time
[612]
drive the high-quality development of China's
economic level.
[616]
This is also in line with the realization
of China's strategic goal of becoming a scientific
[621]
and technological power and the ambitious
goal of becoming a world-class power.
[627]
Thanks for having your watching in this video!
[629]
You can add your ideas or suggestions below.
[632]
Please keep following our channel and like
our videos.
Most Recent Videos:
You can go back to the homepage right here: Homepage