Not when Huawei is a target of U.S. sanctions. Having access to semiconductor manufacturing is a matter of survival and Huawei has to take control of the process because no one else has nearly the same level of motivation.
Chinese semiconductor industry
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Not when Huawei is a target of U.S. sanctions. Having access to semiconductor manufacturing is a matter of survival and Huawei has to take control of the process because no one else has nearly the same level of motivation.
Hi Peter2018,
No need, Apple sales in China is plummeting, also Apple is a major employer in China. Don't be to emotional, we the Chinese had gone through this situation a lot, we survive and thrive. We must not react to every provocation, as I said before its a trap. The only solution is work hard and invest in new tech, to innovate. That's how the past American leaders had done to achieve its supremacy , the present generation want a quick fix and let them have it, in a decade they will regret it as China zoom ahead in tech.
Then that means Huawei faces a lot of hurdles down the line. Seems taking the shortcut when it is the long winded path that earns good results.
Let's not see everything colored by the threat of US sanctions. Maybe that's exactly what the people who brought up these sanctions want - A Huawei which scrambles to build a fab on its own and then fail in the long run?
I don't support that. I just hope that the leaders are aware of the woes faced by Intel.
Hi Xsizor,
Huawei doing an IDM right now starting with a 45nm FABS, they had to start somewhere to learn the rope of producing Chips, SMIC is using a lot of US equipment and right now is under sanction. But there is hope as SMEE and other Chinese equipment maker had already master the 28nm tech this year, 14nm next year and hopefully 7nm 2022. So you see what Huawei, SMIC and other Chinese tech company need is time and experience. By 2025 China may able to produce the 5nm chips , IF a big IF all goes according to plan. I for one believe China will deliver on its promise, cause I had been surprise many times with its achievement.
What shortcut? In order to supply Huawei a fab without American technology must be built. There's no short cut. And as I said, no one else has the same level of motivation as Huawei in building such a fab. So of course Huawei must take it into its own hands.
The problem Intel faces is minor if it happens for Huawei. Intel is a hardware company selling chips. Huawei sells systems. A chip with a slightly outdated process is not going to hurt Huawei's competitiveness nearly as much as it hurts Intel's.
Hi Xsizor,
That is one thing the American dread, an independent Huawei that can design chips(already had with HISILICON) and produce it at it's own FABS(45nm this year, 28nm maybe next year). Another American target is the Harmony OS, this one really threaten the core of US tech. Imagine all gadgets pertaining to 5g using this OS, it cut out the US company (google android) from its present monopoly.
Regarding Intel, they become fat and lazy, that's what happen when you monopolized the market, you haven't had the desire to innovate. While Huawei situation is struggling to survive, who do you think will succeed?
China should forge up partnership with Samsung in this regard IMO. They are going to give TSMC a run for their money at 3nm from what I have reading.
Samsung isn't trustworthy. South Korea is a protectorate of an adversarial nation
Huawei wants the entire market, selling cell phones at all price points, from the Cadillac, to the Chervolet, to the Buick. Therefore no way they will give up on their Honor brand. Even though they sold it, allegedly.
Huawei phones run HMS, and Honor phones should still run Huawei Mobile Services, after all those Honor phone probably still coming out of those Huawei phone production lines.
The more phones using HMS, the better it is for Huawei.
Hi ansy1968,
Seems to me the plan is to get to 7nm and that is it, because to get below 5nm, they would need a different type of material other than silicone in order to do so. That is running into natural law because silicone is of a certain size meaning no more circuitry can be reasonably put onto it, also that means the economic law of diminishing utility would bite hard.
Get to 7nm then stop with silicone, and hope the research labs in China find the new material to take the chip to lower nanometer, that would be the best strategy to pursue for China 2025.
In the meantime, get all IC production ready, as everyone still needs chips from more mature processes, aka, chips 28nm and up.
8/14/2017
6/1/2020
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