I see there has been flurry of media tek chips. AFAIK it's based in Taiwan. So what's the chance it will no end up in sanction list like TSMC ? Why are Chinese companies relocating orders there?
Chinese semiconductor industry
- Thread starter Hendrik_2000
- Start date
- Status
Chinese not satisfied with someone core technology inside. Vietnamese are supposedly very similar with Chinese in that mindset. Would they be satisfied with others technology inside and they are mainly the final assembler? That remains to be seen. If they are not satisfied and eventually do the Chinese way of reverse engineering and copied western technology like China did past years or they try innovate themselves like China of now western countries will gang up on Vietnam like they did to China. Especially US. I don't think Vietnam stand a chance standing up from the assault from the west like China.
If Vietnam dare not to challenge the west, I would say, at last, at last Vietnam feisty ambitious spirit finally got subjugated. I would personally tease them on this. Lol
Last edited:
Because Chinese companies have little choices. Either US qualcomm or Taiwan Mediatek. Samsung most keep the processors for their handsets.
Huawei investment Hubble invested in 18 domestic companies and mostly in semiconductor.
哈勃投资是华为全资子公司，专注半导体芯片产业链投资。成立一年多以来，哈勃投资已经陆续投资了杰华特微电子、东微半导体、纵慧芯片、裕太微电子、山东天岳等18家企业，从其被投企业主要产品来看，覆盖了第三代半导体（碳化硅）、晶圆级光芯片、电源管理芯片、时钟芯片、射频滤波器、人工智能等多个领域。
此次被投企业源杰半导体，成立于2013年1月，是一家专注光通信用半导体激光器芯片的研发、生产和销售的高新技术企业，其产品覆盖了2.5G-10G的半导体激光器芯片，主要应用于互联网、数据中心，光纤到户等领域。
众所周知，在移动数据上，智能手机的数据量远超电视和电脑，未来5G存在非常大的数据需求，流量激增下需要高速光通信模块搭载高速激光芯片来传输海量的数据。
今年6月，源杰半导体宣布实现12波25G MWDM激光器芯片量产，这标志着MWDM产业链打通最后一环，进入规模部署时代。
据西安创业网了解到，采用MWDM激光器芯片的5G半有源前传解决方案，相比光纤直驱、无源WDM前传方案，在系统容量、管理维护、网络可靠性、综合成本上优势明显，能大幅节约光纤消耗，为数量庞大的5G基站CRAN前传网络建设提供可管可维和可靠的最优解决方案，支持5G快速建设，助力国家“新基建”战略落地。目前，该系列芯片已大批量交付给多个业内领先的光模块和系统设备厂家开发MWDM光模块和相关产品。
Hubble Investment is a wholly-owned subsidiary of Huawei, focusing on investment in the semiconductor chip industry chain. Since its establishment more than a year ago, Hubble Investment has successively invested in 18 companies including Jewart Microelectronics, Dongwei Semiconductor, Zonghui Chips, Yutai Microelectronics, and Shandong Tianyue. From the perspective of the main products of the invested companies, Covers the third-generation semiconductor (silicon carbide), wafer-level optical chips, power management chips, clock chips, radio frequency filters, artificial intelligence and other fields. The invested company, Yuanjie Semiconductor, was established in January 2013. It is a high-tech enterprise focusing on the R&D, production and sales of semiconductor laser chips for optical communications. Its products cover 2.5G-10G semiconductor laser chips. Used in the Internet, data centers, fiber to the home and other fields.
哈勃投资是华为全资子公司，专注半导体芯片产业链投资。成立一年多以来，哈勃投资已经陆续投资了杰华特微电子、东微半导体、纵慧芯片、裕太微电子、山东天岳等18家企业，从其被投企业主要产品来看，覆盖了第三代半导体（碳化硅）、晶圆级光芯片、电源管理芯片、时钟芯片、射频滤波器、人工智能等多个领域。
此次被投企业源杰半导体，成立于2013年1月，是一家专注光通信用半导体激光器芯片的研发、生产和销售的高新技术企业，其产品覆盖了2.5G-10G的半导体激光器芯片，主要应用于互联网、数据中心，光纤到户等领域。
众所周知，在移动数据上，智能手机的数据量远超电视和电脑，未来5G存在非常大的数据需求，流量激增下需要高速光通信模块搭载高速激光芯片来传输海量的数据。
今年6月，源杰半导体宣布实现12波25G MWDM激光器芯片量产，这标志着MWDM产业链打通最后一环，进入规模部署时代。
据西安创业网了解到，采用MWDM激光器芯片的5G半有源前传解决方案，相比光纤直驱、无源WDM前传方案，在系统容量、管理维护、网络可靠性、综合成本上优势明显，能大幅节约光纤消耗，为数量庞大的5G基站CRAN前传网络建设提供可管可维和可靠的最优解决方案，支持5G快速建设，助力国家“新基建”战略落地。目前，该系列芯片已大批量交付给多个业内领先的光模块和系统设备厂家开发MWDM光模块和相关产品。
Hubble Investment is a wholly-owned subsidiary of Huawei, focusing on investment in the semiconductor chip industry chain. Since its establishment more than a year ago, Hubble Investment has successively invested in 18 companies including Jewart Microelectronics, Dongwei Semiconductor, Zonghui Chips, Yutai Microelectronics, and Shandong Tianyue. From the perspective of the main products of the invested companies, Covers the third-generation semiconductor (silicon carbide), wafer-level optical chips, power management chips, clock chips, radio frequency filters, artificial intelligence and other fields. The invested company, Yuanjie Semiconductor, was established in January 2013. It is a high-tech enterprise focusing on the R&D, production and sales of semiconductor laser chips for optical communications. Its products cover 2.5G-10G semiconductor laser chips. Used in the Internet, data centers, fiber to the home and other fields.
@Oldschool So Huawei IDM will be more broader than Samsung? Aside from telecom equipment full range to Car systems, AI, cloud semi conductors, OS and FABS, are there more to add, I'm happy to know more.
Samsung have more expertise in semiconductor and mainly into memory , CPU and foundry. Huawei main IDM is into Silicon photonics, IoT, and analog chips.@Oldschool So Huawei IDM will be more broader than Samsung? Aside from telecom equipment full range to Car systems, AI, cloud semi conductors, OS and FABS, are there more to add, I'm happy to know more.
But Huawei is more capable in software than Samsung as it has its own OS and HMS. It also very much into EDA.
I think Huawei will be a Frankenstein, somewhat like Samsung and Google cross combined and more , also into AI assisted pig raising, coal mining.
Right now, its investing arm Hubble doing very good , some small semiconductor companies are IPO at the market.
That's one of main role of Huawei is acting like a big brother and bring up China semiconductor supply chain.
Be the first one to use YMTC flash. and probably will also include CMXT It will be a big sponsor for smee, cetc lithography. It will play a major role in both DUV and EUV domestic equipments. Semiconductor equipments is one area both Taiwan and Korea doesn't have. And this is the most critical area because US main tech war is centered on equipment denial.
Its not just for self sufficiency but would cause US to lose in this cold war if China has both DUV and EUV technology
It invested in at least few SiC technology companies the next generation material to replace IGBT, power electronics for EV.
Huawei could potential make cars later. It plans to make Lidar from it's photonics fab. That's car componet for EV autonomous driving.
It's acting Warren buffet, earning from investing into semiconductor related technology companies.
Last edited:
The story continue
Currently, Huawei has 3000多亿现金 which is about $46.4Billion in the bank as warchest to fight for survival. Its using that money to prop up near dying domestic companies.
Some of companies now only has Huawei as their sole customers.
灿勤科技在得到华为的垂青之后出现了业绩的大爆发。换句话说，在被华为看上之前，它实际上活得相当“惨淡”。
2017年，灿勤科技营业收入1.2亿元，扣非归母净利润只有2800万元。而到了2019年，灿勤科技营业收入达14亿元，净利润7.2亿元。两年时间营收涨了11倍，净利润更是涨了25倍。
灿勤科技增长的收入几乎全部来自华为。2017年华为向灿勤科技的采购额是2000万元，仅占后者总收入的16.8%。在2019年，华为的采购额增至12.9亿元，占灿勤科技总收入的。2020年上半年，华为的比重继续上升，贡献了6.8亿元营收，占灿勤科技总收入的92.68%。
灿勤科技2018 年量产的 5G 介质波导滤波器，是 5G宏基站的核心射频器件之一。公开信息显示，目前灿勤科技是华为5G宏基站滤波器的第一大供应商。
华为对灿勤科技的影响是非常巨大的，说重塑了灿勤科技也不为过。灿勤科技是一家微波介质陶瓷元器件厂商，在2017年的时候旗下有滤波器、低互调无源组件、天线、谐振器等多种主要产品，它们各自占营收的比重也大体均衡。而到了2020年上半年，灿勤科技只剩下了一个主要产品，那就是华为采购的滤波器，其他各产品的销量不但没有增长，反而还大幅萎缩，看起来像是战略性放弃了。可以说，灿勤科技把自己彻底绑上了华为的战车，成了一家依赖单一产品、单一客户的公司。
类似的情况也出现在已上市的思瑞浦身上。
思瑞浦的主打产品是信号链模拟芯片，功能是完成模拟信号与数字信号的转化，也是5G基站的关键部件之一。
在被华为相中之前，思瑞浦处在挣扎求生的状态之中。2016年思瑞浦申请在新三板挂牌，披露的财务数据显示，2014年收入3056.53万元，净利润仅18万元。到2018年，创业六年的思瑞浦收入1.14亿元，亏损了882万元。直到2019年，来自华为的订单让思瑞浦直接上了一个台阶。收入增长167%达到3.04亿元，净利润则达到7098万元，弥补了创业以来的所有亏损，扫清了上市之路。
账上3000多亿现金，华为做投资停不下来
2019年4月哈勃投资成立时，华为给的注册资本是7亿元。随着哈勃投资的项目越来越多，华为不断向哈勃增资。2020年1月，华为追加对哈勃科技的出资至14亿元；2020年10月，华为再次追加至27亿元。华为对外投资的步伐显然在不断加快。
After being favored by Huawei, Canqin Technology experienced a major explosion in performance. In other words, before it was favored by Huawei, it actually lived a rather "terrible" life. In 2017, Canqin Technology's operating income was 120 million yuan, and the net profit after deduction of non-return to parent was only 28 million yuan. By 2019, Canqin Technology's operating income reached 1.4 billion yuan and net profit was 720 million yuan. Revenue has increased by 11 times in two years, and net profit has increased by 25 times. Almost all revenue growth of Canqin Technology comes from Huawei. In 2017, Huawei purchased 20 million yuan from Canqin Technology, accounting for only 16.8% of the latter's total revenue. In 2019, Huawei's purchases increased to 1.29 billion yuan, accounting for Canqin's total revenue. In the first half of 2020, Huawei's proportion continued to rise, contributing 680 million yuan in revenue, accounting for 92.68% of Canqin's total revenue. The 5G dielectric waveguide filter mass-produced by Canqin Technology in 2018 is one of the core RF components of 5G macro base stations. Public information shows that Canqin Technology is currently the largest supplier of Huawei 5G macro base station filters.
Huawei has had a huge impact on Canqin Technology. It is not an exaggeration to say that it has reshaped Canqin Technology. Can Qin Technology is a microwave dielectric ceramic component manufacturer. In 2017, it has many major products such as filters, low intermodulation passive components, antennas, and resonators, and their respective proportions of revenue are also roughly balanced. In the first half of 2020, Canqin Technology has only one main product left, and that is the filter purchased by Huawei. The sales of other products have not increased, but have shrunk sharply, which looks like a strategic abandonment. It can be said that Canqin Technology has completely tied itself to Huawei's tank and has become a company that relies on a single product and a single customer.
A similar situation also appeared in the already listed Siripu. Sripur’s main product is a signal chain analog chip, which functions to complete the conversion of analog signals and digital signals, and is also one of the key components of 5G base stations. Before being photographed by Huawei, Sripur was in a state of struggling to survive. In 2016, Siruipu applied to be listed on the New OTC Market. The disclosed financial data showed that its revenue in 2014 was 30,565,300 yuan and the net profit was only 180,000 yuan. By 2018, the six-year-old Siripu had revenue of 114 million yuan and a loss of 8.82 million yuan. Until 2019, the order from Huawei brought Siripu directly to a higher level. Revenue increased by 167% to 304 million yuan, and net profit reached 70.98 million yuan, which made up for all losses since its establishment and cleared the way to go public. With more than 300 billion cash on the account, Huawei can't stop investing When Hubble Investment was established in April 2019, Huawei gave a registered capital of 700 million yuan. As Hubble invests more and more projects, Huawei continues to increase capital to Hubble. In January 2020, Huawei increased its investment in Hubble Technology to 1.4 billion yuan; in October 2020, Huawei again increased its investment to 2.7 billion yuan. Huawei's foreign investment is obviously accelerating
Currently, Huawei has 3000多亿现金 which is about $46.4Billion in the bank as warchest to fight for survival. Its using that money to prop up near dying domestic companies.
Some of companies now only has Huawei as their sole customers.
灿勤科技在得到华为的垂青之后出现了业绩的大爆发。换句话说，在被华为看上之前，它实际上活得相当“惨淡”。
2017年，灿勤科技营业收入1.2亿元，扣非归母净利润只有2800万元。而到了2019年，灿勤科技营业收入达14亿元，净利润7.2亿元。两年时间营收涨了11倍，净利润更是涨了25倍。
灿勤科技增长的收入几乎全部来自华为。2017年华为向灿勤科技的采购额是2000万元，仅占后者总收入的16.8%。在2019年，华为的采购额增至12.9亿元，占灿勤科技总收入的。2020年上半年，华为的比重继续上升，贡献了6.8亿元营收，占灿勤科技总收入的92.68%。
灿勤科技2018 年量产的 5G 介质波导滤波器，是 5G宏基站的核心射频器件之一。公开信息显示，目前灿勤科技是华为5G宏基站滤波器的第一大供应商。
华为对灿勤科技的影响是非常巨大的，说重塑了灿勤科技也不为过。灿勤科技是一家微波介质陶瓷元器件厂商，在2017年的时候旗下有滤波器、低互调无源组件、天线、谐振器等多种主要产品，它们各自占营收的比重也大体均衡。而到了2020年上半年，灿勤科技只剩下了一个主要产品，那就是华为采购的滤波器，其他各产品的销量不但没有增长，反而还大幅萎缩，看起来像是战略性放弃了。可以说，灿勤科技把自己彻底绑上了华为的战车，成了一家依赖单一产品、单一客户的公司。
类似的情况也出现在已上市的思瑞浦身上。
思瑞浦的主打产品是信号链模拟芯片，功能是完成模拟信号与数字信号的转化，也是5G基站的关键部件之一。
在被华为相中之前，思瑞浦处在挣扎求生的状态之中。2016年思瑞浦申请在新三板挂牌，披露的财务数据显示，2014年收入3056.53万元，净利润仅18万元。到2018年，创业六年的思瑞浦收入1.14亿元，亏损了882万元。直到2019年，来自华为的订单让思瑞浦直接上了一个台阶。收入增长167%达到3.04亿元，净利润则达到7098万元，弥补了创业以来的所有亏损，扫清了上市之路。
账上3000多亿现金，华为做投资停不下来
2019年4月哈勃投资成立时，华为给的注册资本是7亿元。随着哈勃投资的项目越来越多，华为不断向哈勃增资。2020年1月，华为追加对哈勃科技的出资至14亿元；2020年10月，华为再次追加至27亿元。华为对外投资的步伐显然在不断加快。
After being favored by Huawei, Canqin Technology experienced a major explosion in performance. In other words, before it was favored by Huawei, it actually lived a rather "terrible" life. In 2017, Canqin Technology's operating income was 120 million yuan, and the net profit after deduction of non-return to parent was only 28 million yuan. By 2019, Canqin Technology's operating income reached 1.4 billion yuan and net profit was 720 million yuan. Revenue has increased by 11 times in two years, and net profit has increased by 25 times. Almost all revenue growth of Canqin Technology comes from Huawei. In 2017, Huawei purchased 20 million yuan from Canqin Technology, accounting for only 16.8% of the latter's total revenue. In 2019, Huawei's purchases increased to 1.29 billion yuan, accounting for Canqin's total revenue. In the first half of 2020, Huawei's proportion continued to rise, contributing 680 million yuan in revenue, accounting for 92.68% of Canqin's total revenue. The 5G dielectric waveguide filter mass-produced by Canqin Technology in 2018 is one of the core RF components of 5G macro base stations. Public information shows that Canqin Technology is currently the largest supplier of Huawei 5G macro base station filters.
Huawei has had a huge impact on Canqin Technology. It is not an exaggeration to say that it has reshaped Canqin Technology. Can Qin Technology is a microwave dielectric ceramic component manufacturer. In 2017, it has many major products such as filters, low intermodulation passive components, antennas, and resonators, and their respective proportions of revenue are also roughly balanced. In the first half of 2020, Canqin Technology has only one main product left, and that is the filter purchased by Huawei. The sales of other products have not increased, but have shrunk sharply, which looks like a strategic abandonment. It can be said that Canqin Technology has completely tied itself to Huawei's tank and has become a company that relies on a single product and a single customer.
A similar situation also appeared in the already listed Siripu. Sripur’s main product is a signal chain analog chip, which functions to complete the conversion of analog signals and digital signals, and is also one of the key components of 5G base stations. Before being photographed by Huawei, Sripur was in a state of struggling to survive. In 2016, Siruipu applied to be listed on the New OTC Market. The disclosed financial data showed that its revenue in 2014 was 30,565,300 yuan and the net profit was only 180,000 yuan. By 2018, the six-year-old Siripu had revenue of 114 million yuan and a loss of 8.82 million yuan. Until 2019, the order from Huawei brought Siripu directly to a higher level. Revenue increased by 167% to 304 million yuan, and net profit reached 70.98 million yuan, which made up for all losses since its establishment and cleared the way to go public. With more than 300 billion cash on the account, Huawei can't stop investing When Hubble Investment was established in April 2019, Huawei gave a registered capital of 700 million yuan. As Hubble invests more and more projects, Huawei continues to increase capital to Hubble. In January 2020, Huawei increased its investment in Hubble Technology to 1.4 billion yuan; in October 2020, Huawei again increased its investment to 2.7 billion yuan. Huawei's foreign investment is obviously accelerating
- Status