entered the mobile Internet era, chips became increasingly important, and domestic manufacturers also accelerated their investment in the chip field, especially Huawei , with annual R&D expenses exceeding 100 billion yuan, thus promoting the rapid improvement of HiSilicon chips.
data shows that Huawei first launched 5G dual-mode chips, first launched 5G Soc, and has also become one of the top ten semiconductor companies in the world. Huawei HiSilicon Kirin chips have won half of the domestic market share.
However, the US has repeatedly modified the rules, not only requiring local U.S. operators to give up Huawei 5G equipment and technology, but also requiring allies to give up Huawei 5G equipment. At the same time, it restricts the free shipment of chip companies such as , Qualcomm , TSMC, etc.
resulted in more domestic manufacturers developing and manufacturing chips and reducing their dependence on US chips. After the
chip rule was revised, Huawei announced that it would fully enter the chip semiconductor field and invested in the domestic chip industry chain to accelerate breakthroughs. Manufacturers such as Xiaomi OV have reduced their dependence on chips such as Qualcomm and increased the use of domestic chips.
Not only that, manufacturers such as Xiaomi OV are also accelerating their own chip development, starting from small chips, while other domestic Internet giants have developed their own AI chips, server chips, mobile phone chips, , PC chips, and 5G RF chips.
data shows that after the chips and other chips were modified, the number of imported chips by domestic manufacturers continued to decrease. In September this year, the number of imported chips was 47.6 billion, a year-on-year decrease of 6.7 billion.
In other words, the number of domestic imported chips decreased by more than 61 billion in the first nine months of this year, and declined for several consecutive months, with China Enterprise chip orders being cut more and more.
In this regard, some foreign media said that the ending is getting better and better. Domestic manufacturers' dependence on imported chips will continue to decrease, and domestic chips will also increase and improve.
In fact, chips and other rules have been modified, and the US Semiconductor Industry Association, Qualcomm and Bill Gates expressed similar views.
For example, the US Semiconductor Industry Association said that restricting shipments will not only not bring benefits to US Semiconductor companies, but will instead put them in trouble and even affect the pace of chip research and development and innovation.
result hit the nail on the head. Qualcomm lost more than $8 billion in market, Micron lost more than $2 billion in revenue, and AMD and other revenues were not as expected, resulting in a plunge in market value.
Even for companies such as Apple , Intel and Nvidia, their chip research and development has also begun to squeeze toothpaste. Apple A15 chips and 16 chips are good examples. Intel's willingness to adopt more advanced processes is reduced, etc.
Of course, the breakthrough speed of domestic chips is getting faster and faster, especially in semiconductor equipment, chip research and development and manufacturing.
Among them, Shanghai has officially announced that domestically produced 90nm lithography machine and other semiconductor devices have made breakthroughs, domestic CPUs and 5G chips have also made breakthroughs, and 14nm advanced process has achieved large-scale mass production.
In addition, two domestic manufacturers have launched their own 5G RF chips and announced that they have complete independent intellectual property rights.
Moreover, more and more domestic manufacturers are accelerating their own chip and other technologies, and 80% of the senior members based on the open source architecture RISC-V. Among the RISC-V architecture, 80% of the customers are from China.
Among them, Huawei has developed a TV CPU based on RISC-V, Alibaba has launched the Xuantie 910 chip and the Swordless 600 development platform based on this architecture, and domestic manufacturers have also jointly developed the third generation Xiangshan architecture, etc.
The most important thing is that the number of domestic chips is increasing and the self-sufficiency rate is increasing. Even in the new generation of optoelectronic chips, domestic manufacturers such as Huawei are in a leading position.
China's first "multi-material, cross-size" production line of photonic chip led by Zhongke Xintong Company will also be officially completed and put into production next year.
You should know that optoelectronic chips can completely deviate from US chip technology and have become a new trend. , Netherlands, , Germany, etc. have joined the optoelectronic chip track, so foreign media said that the ending is becoming more and more brilliant.
