Pictures and texts | Technology Militia
The past year and a half for Huawei may be the most painful and difficult period in the past 20 years
Without the suppression of the United States, Huawei's share in the global communications equipment market will reach a terrifying 35%, and Huawei's mobile phones will completely surpass Samsung to achieve the world's first goal. Huawei's Kirin chip will also achieve a perfect surpass of Qualcomm in performance!
Now, all of this has come to an abrupt end with the implementation of the latest ban on Huawei in the United States.
According to media reports, the 120-day buffer period for the latest ban on Huawei in the United States on May 15 this year has ended. From September 15, whether it is chips or software, even if it is not produced in the United States, as long as it contains any U.S. technical components, if you want to export it to Huawei, you must obtain permission from the US Department of Commerce
Huawei, who has just turned 33, is ushering in the darkest moment!
For the global semiconductor market, this news is also a bombshell. is a technology giant with annual sales of 858.8 billion yuan, and Huawei's partners are all over the world, with optical chip purchases reaching tens of billions of dollars each year. Once the ban is released, many chip companies around the world will be affected to varying degrees. For example, Huawei's memory chips mainly come from Micron in the United States and Hynix in South Korea. Once Huawei no longer buys, the sales revenue of both will be reduced by at least 15%; Samsung Electronics and LG will also lose about 46 billion because they cannot provide displays and mobile phone panels to Huawei and
As TSMC's second largest customer besides Apple, Huawei's orders account for about 14% of TSMC's total sales. Once Huawei stops placing orders, TSMC will find it difficult to find a substitute customer in a short time, and the direct loss is about 36 billion!
Similarly, although Huawei has its own Kirin chip, it still strategically purchases Qualcomm's chips every year. According to Qualcomm's estimate, if Huawei no longer buys, Qualcomm's annual sales loss will reach 54 billion yuan!
eyes saw the orders in hand flew like this, and chip companies could no longer sit still!
According to the latest media news, a number of manufacturers including , TSMC, Qualcomm, Samsung, Hynix, LG, MediaTek decided to give it a try and officially issue an application to the US Department of Commerce, hoping to continue to supply Huawei with
after September 14, in fact, in addition to worrying that revenue will be affected, these chip manufacturers generally have another bigger concern: what if China's semiconductors rise completely?
Once China is forced to truly master the core technology of chips, China will not buy it again if it wants to sell it in the future. This is not intentional praising. Although China's semiconductor industry generally lags behind the United States, in terms of chips with low process requirements, China has already had a complete layout of the entire industrial chain
In addition to products such as mobile phones, notebooks and tablets, such as TVs, air conditioners, cars, high-speed rail, rockets, satellites, industrial robots, elevators, medical equipment, smart bracelets, and unmanned In most scenarios such as machine , a 28-nanometer chip is enough for
for up to three years. China will completely realize 100% domestic production of 28-nanometer chips. All the equipment needed in the chip production process, such as:
silicon wafer equipment, heat treatment equipment, lithography equipment, etching equipment, ion implantation equipment, thin film deposition equipment, polishing equipment, cleaning equipment, detection equipment, electronic special gases, photoresist, CMP Polishing materials, high-purity wet electronic chemicals, target materials
China has all layouts, and domestic lithography machines, etching machines, electronic special gases, target materials , etc. have fully met the needs of 28nm chips. For example, the 5nm etching machine produced by Shanghai Zhongwei Semiconductor has been officially used in TSMC's 5nm chip production line, and other equipment can fully keep up with it for up to 1 to 2 years. This is the most real situation of China's chip industry!
As Huawei's rotating chairman said at a new employee symposium a few days ago: "Huawei will continue to maintain investment in HiSilicon, and at the same time will help front-end partners improve and build their own capabilities.I believe that in a few years we will have a stronger HiSilicon "
In the short term, the direct losses of TSMC, Qualcomm, Samsung, Hynix, LG, and MediaTek may not be as large as literal numbers, but in the long run, starting from the loss of Huawei's orders, the proportion of Western semiconductor technology in Chinese products will gradually decrease
According to the State Council's "Promoting the integrated circuit industry in the new era The plan of "Several Policies for High-Quality Development of the Software Industry" will increase the self-sufficiency rate of China's mainstream chips from 30% to 70% in the whole year by 2025. This means that the import amount of China's chips will be reduced from US$304 billion last year to about US$150 billion!
From today on, Huawei's "Nanniwan" project has officially risen to a common goal of China's entire semiconductor industry. It is useless to say more, do it!
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