As China's largest manufacturer of communications equipment and smartphones, Huawei has been committed to promoting the development and application of 5G technology. Huawei's self-developed Kirin chip has always been an industry-leading smartphone chip solution, and many mobile phones equipped with Kirin chips have sold more than 10 million levels.
However, due to the US sanctions and bans on Huawei, Huawei's Kirin chips are facing a crisis of supply cuts, resulting in Huawei's smartphone business being seriously affected. And this sanction is more than 4 years, Huawei has not given up the research and development of chip technology in these four years, and still invests tens of billions to HiSilicon Kirin every year. Just in the past two days, some foreign institutions have revealed an exciting news: 5G Kirin chips will return in November this year! Is this true or false?
According to Counterpoint Research, an authoritative foreign research institution, Huawei has prepared to resume the production of 5G Kirin chips and plans to relaunch 5G mobile phones in November this year. Huawei's HiSilicon figure, SMIC uses its self-developed N+1 manufacturing process OEM, which is comparable to TSMC's 7nm chip in terms of comprehensive performance. The agency claims that Huawei has reached cooperation agreements with chip manufacturers such as SMIC to guarantee the supply of 5G Kirin chips.
The report believes that this is a major breakthrough for Huawei under US sanctions and will help Huawei restore its position in the global smartphone market.
However, this news has not been confirmed or denied by Huawei's officials. Huawei said only that it is still trying to find a suitable solution to the challenge posed by US sanctions. In addition, some industry insiders pointed out that even if Huawei can resume the production of 5G Kirin chips, it is impossible to achieve large-scale mass production and shipment in the short term, but these industry insiders may underestimate the ability of Huawei's supply chain.
In fact, Ren Zhengfei also hinted in his earlier speech that he must be ready for the arrival of 5G.
If the 7nm Kirin 5G chip can successfully appear in the market, it will bring two good news, Huawei 5G mobile phone is bound to stimulate the domestic mobile phone market, driving domestic mobile phone consumption growth; This also shows that SMIC's process has made great progress, and it has also passed the test of the market, which is one step closer to successfully conquering the lithography machine in the near future.
Why is everyone so looking forward to the return of Huawei's 5G mobile phones? It can be said that in the past four years, many users have not abandoned Huawei, and are still insisting on using Huawei's old 5G mobile phones or supporting 4G new mobile phones.
Looking at the situation of 618 mobile phones this year, Huawei's sales in Jingdong can rank fifth with P60 series 4G mobile phones, and sales can rank in the top three, indicating that there are still many users who are supporting Huawei mobile phones with practical actions.
For Kirin chips, many people have a domestic feeling, not only domestic chips, but also high performance. 4 years ago, Huawei Huawei's world's first 5G chip Kirin 990, using 7nm + EUV process and integrating 5G baseband into the SoC chip, making the chip area smaller, lower power consumption, or the world's first 5G chip that supports NSA/SA dual architecture and TDD/FDD full frequency band, but also the world's leading all-Netcom 5G SoC at that time, that Qualcomm can only be achieved by external 5G baseband.
There are no less than 10 mobile phones equipped with this chip, including Huawei mate30 series, Huawei P40 series, Huawei nova6 series, honor V30 series, etc., and there are still many people using Kirin 990 mobile phones today.
The Kirin 9000 is Huawei's last 5G chip, which uses TSMC's 5nm advanced process and integrates 15.3 billion transistors, with smaller size and greater energy. The Huawei Mate 40 series and Huawei P50 series equipped with this chip were difficult to find at that time.
From these, we can see that as long as Huawei's 5G chip returns, it will definitely detonate the mobile phone market.
For Huawei, this means that its smartphone business is expected to regain growth momentum and regain its share of the global market; For the 5G industry, this means that China will have a stronger voice and influence. If China can have independent and controllable 5G chip technology, it will help enhance its status and role in global 5G standard formulation and industrial chain coordination.