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Huawei's own design of the chip can not be produced, this must be known to everyone. Huawei has already adopted Qualcomm Snapdragon processors on mobile phones, although it does not have 5G capabilities, but at least it can keep the mobile phone business running.
However, the Chinese people still expect Huawei to use domestic chips, and on this point, the domestic giant officially announced that the 6nm chip has been mass-produced. What kind of chip processor is this? Can the chip be supplied to Huawei? Huawei's turnaround is coming?
Regarding the 6nm chip, the domestic giant officially announced
In the mainstream general-purpose chip processor market, there are only a few manufacturers that occupy the main market share, and chip suppliers that can supply externally and have sufficient shipping capabilities include MediaTek, Qualcomm, Samsung and Tsinghua Unigroup Zhanrui.
Due to the low influence of Samsung and Unigroup's chip supply market, most of the market share is in the hands of Qualcomm and MediaTek. However, no matter how much chip market share these two companies grasp, they are not their own people after all, and they may have to rely on mainland chip suppliers at key moments, such as Unigroup Zhanrui.
In terms of market share, Tsinghua Unigroup has made significant breakthroughs, achieving good revenue growth in several quarters during 2021, and the financial report data for each month is also quite eye-catching, exceeding the performance of previous years.
And according to the data, Tsinghua Unigroup Will achieve revenue of 11.7 billion yuan in 2021, an increase of 78% year-on-year. The product business covers a wide range, and customers include mainstream technology companies such as Honor, Nokia, and ZTE.
Being able to achieve such great progress has a lot to do with the mass production of Unigroup Zhanrui's own 6nm chip. At the end of December 2021, the domestic giant Unigroup Zhanrui officially announced that the 6nm chip has been mass-produced, and the chip model is Tanggula T770, which belongs to the second generation of 6nm 5G chips independently developed by Unigroup Zhanrui.
This chip is independently developed and designed by Tsinghua Unigroup Zhanrui, and produced by TSMC, with excellent performance level, which has been favored by many manufacturers in the 5G terminal market.
Seeing here, some people may question that the design of 6nm is not to find someone else to OEM. This is related to the level of the domestic chip manufacturing industry, the mainland can currently complete the mass production of 14nm chips, although there is a distance from TSMC's 6nm, but after all, others started early, sufficient resources, if the mainland chip foundry can obtain EUV lithography, it may not be such a situation.
It is already worth affirming that the mass production of domestic 6nm chips can be completed. As long as the domestic 6nm chip can be produced, then go to commercial deployment, develop the market, and establish customer cooperation relations, it will be smoother.
The chip was made for commercial listing, Unigroup ZhanRui needs to supply major mobile phone manufacturers and customers, so the problem is also coming, can Unigroup Zhanrui this 6nm chip be supplied to Huawei? With the mass production of domestic 6nm chips, Huawei's turnaround is coming?
Can Huawei usher in a turnaround?
In fact, many people are looking forward to whether Tsinghua Unigroup Zhanrui can supply Huawei, because since Huawei HiSilicon encountered market changes, most people have set their sights on Unigroup Zhanrui.
As another supplier of high-end 6nm chips in China, the development of business is the same as Qualcomm and MediaTek, which sell chips to customers.
Moreover, the strength of Tsinghua Unigroup Zhanrui itself is also very good, mastering the core technology of all-scenario communication such as 2G to 5G, covering mobile terminal chips, baseband chips, front-end RF chips, functional chips and so on.
If any domestic company can succeed HiSilicon, then it must be Unigroup Zhanrui. But even if Unigroup Zhanrui is so good, it has also achieved mass production of 6nm chips, and there are doubts about whether it can supply chips to Huawei.
It is not difficult to answer this question, if it does not contain American technology, it can be supplied to Huawei, and it is expected to usher in a turnaround for Huawei. On the contrary, it may not be possible to ship freely, and there is no follow-up.
Although it is an independently designed chip, the OEM is done by TSMC. TSMC uses a lot of American technology, if Tsinghua Unigroup ZhanRui finds TSMC foundry can also ship to Huawei, then Huawei does not need to be separated from TSMC, and this two also eliminates the supply of middlemen.
How to usher in a turnaround?
Therefore, regarding whether there is a supply relationship between Tsinghua Unigroup and Huawei, in summary, I believe everyone understands. Only because the Us technology coverage is too extensive, from the screws of the production line to the lithography machine produced by ASML, as well as silicon-based chips, various patented technologies of integrated circuits, etc., almost covering the global chip industry chain.
Intel, Nvidia, AMD, GF and other world-class American chip giants have accumulated a wide range of patent protection.
That being the case, how should Huawei usher in a turnaround? If you want Huawei to usher in a turnaround, it may need to change course. First of all, starting from the underlying architecture, design a chip that does not contain foreign technology, and then strengthen the production strength of the chip manufacturing industry, so that the level of the domestic chip manufacturing industry matches the design industry.
summary
What Huawei needs to do now is to explore a more comprehensive business system and develop the future between the operating system ecology and the smart car business. Huawei will not stop moving forward, let alone explore only one path. It will take time and opportunity to break the game.
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