Don't misunderstand Hu Weiwu's statement, he did not say that Huawei's chip success is because the threshold is very low. What he meant by his original words was that there are two types of integrated circuit companies in the future: one is a vertical system enterprise, and the other is a platform chip enterprise. Vertical classes are easy to make because of the low threshold. And listed Huawei, Ali, but here does not say that Huawei chips are successful because of the low threshold.
1, success and success are two concepts
Hu Weiwu is the chairman of Loongson Zhongke Technology Co., Ltd., he is well aware of the difficulties of integrated circuits, how can he say that Huawei chips are successful because of low thresholds? Smart people can understand it even if they think about it a little. Hu Understand says "done" in the words, and the subject here replaces it with "success". These two concepts are actually very different:
Made
Finishing means that you can make a chip, but whether the chip is competitive in the market or not, whether it can be sold or not is completely irrelevant. In The original words of Hu Understand also made a detailed description, it is said that you can spend money to find ARM to buy IP cores; you can also find other manufacturers to buy IP cores of various interfaces; you can also spend money to find design companies to help you assemble these IP cores; and finally find TSMC and other companies to help you produce; just like Lego bricks. But this does not mean success, it can only be considered usable, and can be combined with its own application.
succeed
The concept of success is different for everyone and every business. Some people think that if they make money, they are successful, and some people think that the success of new products needs to be able to occupy a certain positioning in the market. When Hu Dong mentioned platform companies in the conversation, he mentioned that barriers are the most important. The barrier here can actually be regarded as a success, and you can understand it as: you must be able to form your own barrier to make a chip to be considered a success. At the same time, Hu Qiao, when explaining the barriers, also specifically mentioned three thresholds. One of the first thresholds is that the chip itself is difficult to do, specifically mentioning high-end general; the second threshold is the serialization and matching of chips; the third threshold is the software ecology;
2. Huawei counts "done" or "successful"
Huawei chips are still successful, I think it is very successful. It has at least broken through the first threshold, because its Kirin chip has achieved high-end universal, and its performance even exceeds Qualcomm. On the second threshold, Huawei can also be regarded as partially serialized. It not only does mobile phone chips, but also switches and router chips, but also makes communication base stations and Internet of Things chips. In the third threshold is the software ecosystem, Huawei is also actively breaking through. Google did not let Huawei use GMS, and Huawei built its own HMS. Now Huawei has developed the Hongmeng system as the future system of the Internet of Everything. From the perspective of Hu Mingti's three aspects, Huawei is very successful.
Hearing that Huawei is a success, some voices of opposition will say why the United States can still jam its neck. In fact, it is also easy to understand. Huawei can form its own barriers, but after all, it is a barrier for youth. The United States and western countries have been forming barriers for decades, and the technical barriers they have created are much deeper than those of Huawei. Huawei hopes to form its own system and its own ecology. It is precisely because the United States has seen this that it has tried to find ways to kill the Huawei ecosystem in the cradle. This also proves Huawei's success from the other side.
3, the icicle threshold is not high in the end
The threshold for nonsense is not high, but it is actually aimed at the general integration company under the role of capital. Spend money on everything, without too many technical barriers of your own. The threshold for integrated circuits that can really form technical barriers is still very high. In addition to the three thresholds mentioned by Hu Ming, it also includes the industrial chain ecology in various fields. The reason why Huawei is stuck in the industrial chain is also stuck in the industrial chain, and SMIC is also stuck in the industrial chain. Here are a few thresholds on the industrial chain:
ARM, X86 architecture: These architectures were first studied by Western countries, and the instruction set in them was also designed by them first, and they have applied for patent protection. This is the threshold that cannot be bypassed under the current computer architecture, and you have to get authorization to use these architectures. Of course, now that a RISC-V project has been open sourced abroad, many Chinese companies are also vigorously participating. After all, open source projects are much less restrictive.
1. Lithography machine: It is the jewel in the industrial crown and the core equipment of chip foundry, especially the high-end EUV lithography machine. It's not something that a single company can make, it contains more than 100,000 super-precision parts that require the collaboration of many of the world's top companies to manufacture. ASML has already formed a stable ecosystem with the world's upstream suppliers and downstream chip foundries, and basically monopolized the high-end EUV lithography machine.
Semiconductor materials: It is also a necessity for chip manufacturing, mainly including masks/masks, photoresists, photoresist developers, fluxes, peeling agents and other materials. It is mainly monopolized in the hands of material suppliers such as Lam in the United States and Tokyo Electronics in Japan.
summary
In short, the low threshold for hu talking about is that it refers to the rhythm of spending money to buy and buy, of course, the premise is that the other party is willing to sell. The threshold for real chips is still very high, especially high-end chips. Huawei chips are not simply made, but to be successful. However, because of the technical barriers and industrial chain barriers in the West for many years, Huawei's nascent system has been stuck in the neck. However, I believe that with the continuous promotion of China's localization process, we will one day succeed in breaking through the barriers of the West.