Chinese semiconductor thread II

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playmaker1478

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"the Mate 70 series saw huge demand and early sales exhausted the stock, resulting in a short supply. The supply chain restraints also created problem in increasing the production. The momentum then surged toward Xiaomi 15 series, and surpassed the Huawei Mate 70."

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"Simply put, there was no additional stock capacity for the Mate 80 Pro Max due to its first-time appearance in the market. The company prepared only a few units, which sold out immediately, owing to its surprising features."


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Mate 60 pro also saw huge demand but short supply. Huawei faced supply shortage for its flagships rather than demand shortage.

I think there is enough "patriotic demand" to sell huge flagship volume for Huawei but they have been constrained by supply for flagship chips. This happens everytime since Huawei usually uses a new chip utilizing a new process for its Mate phones and has trouble ramping up chip production. By the time they ramp up production next year, Mate phones are already old and Huawei starts releasing its Pura phones.
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Maybe I'm reading this wrong but isn't this just an issue of capacity constraint from SMIC? Huawei has multiple products, competing against domestic designers (of ASICs, CPU, GPU) or even cloud providers like Alibaba for SMIC allocation; so I don't think it is a simple matter of increasing production.

Other factors may also play a role, such as excessively high demand, limitations in equipment or stock needed to produce the chip, or actual yield issues. Without definitive information, it is unwise to speculate that yield is the primary problem in this equation.

It is not a secret that SMIC lag behind TSMC or other producers in term of capacity; this is just the nature of using DUV and importing equipment. Hopefully this will change the next year with more domestic equipment producers/their increase production, fab expansion, and maybe EUV progress. I guess I'm a bit of an optimist, lol.
 
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