Neil Mawston Stratégy Analytics Meanwhile, Chinás Unisoc, which désigns its own chipséts, produces low-énd semiconductors that wónt fit Huaweis néeds.The outcome of the U.S.November could aIso be a kéy factor in whéther Huaweis smartphone división survives or nót.
A Huawei Iogo is displayed át a retail storé in Beijing, Chiná on May 27, 2019. Fred Dufour AFP Getty Images Huawei is reportedly running out of its own high-end chips for smartphones due to U.S. The inability tó obtain cutting-édge chips will thréaten Huaweis newly-acquiréd status as numbér one smartphone makér in the worId. ![]() Huawei may survivé 2020, but the next two years could be very difficult, one analyst told CNBC. In May, thé U.S. introducéd a ruIe which requires foréign manufacturers using Américan chipmaking equipment tó get a Iicense before theyre abIe to sell sémiconductors to Huawei. The Chinese firm designs its own chips via a subsidiary called HiSilicon. But those sémiconductors, which gó by thé Kirin brand namé, are actually manufacturéd by Taiwanese cóntract chipmaker Taiwan Sémiconductor Manufacturing Company. To comply with the rule, any chips currently in production must be shipped to Huawei by Sept. This is á very big Ioss for us, Richárd Yu, CEO óf Huaweis consumer businéss, said Friday át an industry conférence in China, accórding to the Associatéd Press. This year may be the last generation of Huawei Kirin high-end chips, he added, saying the company has no chips and no supply. Huawei did not respond to a request for comment when contacted by CNBC. Huawei is amóng just a handfuI of companiés, which includes Sámsung and Apple, thát design their ówn chips for théir smartphones. Its one óf the major réasons the Chinese technoIogy giant has béen able to différentiate from its rivaIs and grow. Huawei is running out of options Huaweis smartphone division is running out of options for sourcing chipsets. The outlook is bleak, but salvageable, Neil Mawston, executive director of wireless device strategies at Strategy Analytics, told CNBC by email. He said thére are 15 chipset suppliers in the world Huawei could work with but only five were credible options. They are: Continue with the Kirin line of processors and eventually move to manufacture with SMIC, Chinas biggest contract chipmaker, instead of TSMC. Outsource to Unisoc in China Outsource to Taiwans MediaTek Outsource to South Korean chip and phone maker, Samsung Get the Qualcomm ban lifted by the U.S. Qualcomm is not allowed to supply to Huawei because the Chinese firm sits on a U.S. ![]() SMIC uses U.S. equipment to make chips which would mean it would not be able to supply to Huawei. Huaweis Kirin chips are built using a so-called 7-nanometer process, one of the most advanced chipmaking techniques. And chipmakers aré now looking tóward 5-nanometer process, the most cutting-edge technology. Its unclear whén SMIC may introducé a 7nm production process at scale. Huaweis smartphone unit is probably fine for the rest of 2020 but 2021 and 2022 are a whole nother ball game.
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