"Hit the snake and hit seven inches" It seems that the think tank of Eagle Sauce is also well versed in this way. Just when everyone thought that Eagle Sauce's sanctions on Huawei HiSilicon chips were insignificant (after all, the revenue of Huawei HiSilicon chips in 2019 and 2020 was good); until 2021, its impact was truly reflected, and the revenue of HiSilicon chips was directly cut off In 2021, Huawei's HiSilicon chip revenue was only $3.02 billion, a decrease of $6.6 billion (42.24 billion yuan) compared to $9.62 billion in 2020; was it that Huawei originally relied on inventory chips to support it, so why did Eagle Sauce's sanctions on Huawei's HiSilicon chips have such a big impact?
Huawei HiSilicon chip revenue in 2021 is $6.6 billion less than in 2020 (more than 40 billion yuan)
First of all, many people know that Huawei has a HiSilicon Kirin chip, but they don't know how the Kirin chip is made; the Huawei Kirin chip is made by using the British ARM licensed architecture, and then using the American "mother of chip design" EDA tool software design, and then looking for TSMC or Samsung (Japan provides most of the semiconductor materials) to manufacture.
HiSilicon chips
Secondly, one of the killer tools used by Eagle Sauce against Huawei sanctions is that "Huawei cannot use the EDA chip design software of the United States, and other semiconductor companies that use the American EDA software cannot make chips for Huawei", Eagle Sauce This trick is poisonous enough, to know that Eagle Sauce's EDA chip design software occupies about 95% of the global market share, and then TSMC, SMIC, etc. also use the American EDA software, which can not make chips for Huawei.
The "mother of chip design" EDA software is monopolized by Eagle Sauce
再次,麒麟芯片没有EDA软件无法设计,就算可以使用原先已经采购的EDA进行芯片设计,但还要面临一个芯片制造问题,台积电、中芯国际等半导体企业又不能给它制造芯片;因此自然要面临芯片产能极度萎缩,营收被腰斩的命运;环环相扣你看鹰酱多损啊!
Finally, it is worth mentioning that arm officially announced that the v9 architecture is not subject to eagle sauce sanctions, and Huawei, which has a permanent authorization of the v8 architecture, can use the technology in the first time.
In summary, in 2022, since the chip architecture of Huawei HiSilicon chip is not subject to sanctions, then the problem it has to solve is the EDA software licensing problem and chip manufacturing problem; but these two problems are like two mountains in front of its eyes, and it is really impossible to cross for a while and a half; so in 2022, Huawei HiSilicon chip is still in a severe situation, the task is long, and it can only forge ahead!