Since the global chip rules were excessively revised, Chinese mobile phone manufacturers have been greatly affected. As a result, state-owned enterprises have begun to embark on the road of self-developed chips. Huawei represents the top level of domestic technology companies. It has advanced chip design technology and has created Kirin HiSilicon chips. In the past two years, Huawei has fully entered the field of chip semiconductors and is increasingly less dependent on Qualcomm chips. Domestic mobile phones such as OPPO and VIVO have gradually shifted their import focus from Qualcomm in the United States to domestic MediaTek . Qualcomm's losses are growing in a trend visible to the naked eye.
It is understood that MediaTek has surpassed Qualcomm for multiple quarters this year and has become the largest chip exporter in the world. Data show that in the first seven months of this year, the number of imported chips in China dropped by 12% year-on-year, and the reduction in imported foreign chips reached 43 billion, with an average of more than 6 billion per month. Of course, the reason why we say that the domestic chip counterattack has begun is not just because we have significantly reduced the import of foreign chips, but there are two major reasons.
The first point is that the development of China's domestic semiconductors has entered a golden period. According to statistics, for every 20 additional semiconductor companies globally, China accounts for 19. This shows that China's semiconductor field is now developing rapidly, chasing Western developed countries. It is obvious that under the Western blockade, the development status of China's semiconductor field is very hot, so companies in the semiconductor field have entered the battle. state. You know, the entire semiconductor field includes integrated circuits, photovoltaic power generation, communication systems, etc. Such a development speed is rare even in developed countries.
The second point is that the core technology of domestic chips has achieved breakthroughs. Everyone only knows that chips are very important for mobile computers, but everyone has forgotten the more important point, that is, all mobile computer products need to rely on a core architecture technology, which is the British ARM. ARM is the lowest foundation related to all software in computers and mobile phones. To put it simply, ARM is like a foundation built in the UK. All smart electronic products are just high-rise buildings built on the foundation built in the UK. Once the UK removes the foundation , then the skyscraper will collapse instantly.
Therefore, if we want to achieve a real counterattack, we must break through the domestic chip core architecture and cannot rely on the chip core architecture of Western countries. Therefore, Huawei took the lead in developing the Da Vinci architecture and also launched the same series of NPU chips. Huawei's success has given hope to domestic companies. Companies such as , Ali, , and Xiaomi have begun to develop and core architecture technologies. If domestic companies can dare to break out of their comfort zones like Huawei and Xiaomi, then we will not be far from independently developing chips.
