Chinese semiconductor industry

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xypher

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What kind of smartphones are using 28nm or 14nm chips these days? I always got the impression that Chinese phone makers are heavily dependent on Qualcomm/MediaTek designed chips fabbed at TSMC.
For 28 nm - super low-end Unisoc-based smartphones, I saw some go as low as $30, lol. For 14 nm - low-end and some lower mid-end smartphones.
 

staplez

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t
on this annoyed the heck out of me. I was so looking forward to look up the subsidiary revenue breakdown to see ow SMSC has been doing and they did not publish breakdown by subsidiary!

Now, my morning is ruined. Here is what I had calculated:

2020 total 139.2M
2021H1 219.2M
2021H2 472.6M
2021 total 691.8M
2022H1 807.9M

Starting from nearly 0 at start of 2021. Revenue likely 20M by end of 2020
Starting from 25M in Jan 2021, revenue likely 45M in June 2021
Starting from 50M in July 2021, revenue likely 105M in Dec 2021
Starting from 115M in Jan 2022, revenue likely 160M in June 2022 (if we assume lower # in Apr for COVID)

Wafer revenue
$4000 for 12/14nm
$6000 for 10nm
$9500 for 7nm

140M from wafer sales in June. May 20M from other stuff? What else can SMSC get money from?
Let's assume $5k for 12nm $10k for 7nm

5K 7nm x 11k = $50 million
90M / 5K = 18k wpm

so I was estimating about 18k wpm of 12/14nm + 5k wpm of 7nm by June
And was expecting 18k wpm 12/14nm + 7k wpm of 7nm by end of the year.

Now, this just gets even more opaque
I hate to say it, but of course it's opaque. I've noticed China's been hiding it's development ever since the tech war started. In fact that's why I'm here. I want to know what's actually happening. This place seems to be the only place where there are insider leaks so we can get at least something of a picture of what is happening. I mean we didn't know they created 7nm chips until someone in the west cut it open. But, it's good. I get it. China has to do this.
 

luminary

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Golf Jiao, a co-founder and General Manager of the Graphics GPU product line at Chinese chip start-up Biren Technology, has resigned, according to an insider cited in a report by Chinese media outlet
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on March 25.

It is worth mentioning that, since Jiao has a technical background, he hoped to have more say in determining his company’s direction regarding product R&D while also hoping to enter into the field of graphics GPUs which have greater consumer demand compared to GPGPUs, which are dominated by NVIDIA currently. On September 6 last year, Biren Technology announced the official launch of a new graphics GPU product line with Jiao personally leading the team.

In contrast, Biren Technology’s founder and CEO Michael Zhang is a Harvard Law School PhD who has worked for the United Nations and Wall Street for many years. He became a senior lawyer and private equity fund manage. From 2018 to 2019, he served as President of SenseTime, a leading AI company. There have been reports that Zhang opposes Jiao’s desire to bring Biren Technology into the field of graphics GPUs while also limiting investment in resources towards its development.

Biren Technology’s official website has deleted the press release announcing the launch of its new graphics GPU product line. As of March 27, there has been no official announcement from Biren Technology regarding Jiao’s resignation.
 
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