In the face of the three major strategies of chips.
01
Everyone knows what exactly is the chip behind Huawei's recent MATE60?
Now there are many analyzed, there are two conclusions, one is 5G chips. One is 7-nanometer technology. Now it's about this question, what the hell?
For example, who produces Huawei chips? Now there has been no official statement, around this issue Raimondo said that it is indeed 7 nm chips are also 5G, but Huawei is currently difficult to mass produce, sell one and lose one. These are two contradictory views. In response to this question, I would like to talk to you about my research and my conclusions.
02
First of all, I think Huawei has achieved a 7nm design, and then through the foundry of some domestic companies, including SMIC, or Songshan's own chip factory, to produce 7nm chips to achieve 5G mobile phones, this conclusion is no problem.
Now the point of disagreement is that the United States believes that Huawei's cost is relatively high and difficult to mass produce, and Huawei has no answer to this question, which is a basic performance at present.
03
I will make three analyses of this performance.
First, when Huawei makes Mate60's 5G mobile phone, does it all have to use its own production, or even whether it uses all of it from Center International or other foundries. I think this is not necessarily, is there a possibility that this situation may occur, that is, to produce a part of it yourself and then ask for example, to purchase a part of the communication 5G, is it possible that this is a situation.
Because at present, this Huawei can buy Hynix, including SK, what is it called? Memory chips include 5 nanometers. Including 7nm 5G. This is the first one I thought, what do I call it called? It's called doping engineering, and this is the first.
Second, in fact, Huawei has achieved a breakthrough in the process, the United States said that it cannot be mass-produced, but now it involves whether it can slowly achieve its own and continuous domestic production increase under the efforts of ZTE International, and after constantly consuming the cost, after a large number of purchases, it is possible to achieve mass production.
Because in a recent interview, Zhang Rujing said that there must be two conditions for localization. The first is to be implemented domestically. Second, you have to buy Chinese, and after you buy, you can achieve an improvement in yield through continuous purchase and continuous iteration. This also demonstrates a US judgment from the side.
The third question, because Asmail has increased the supply of Duv optical passenger engraving machine 1980 to China, maybe we are in the chip aspect, maybe our equipment will continue to improve.
These are my three judgments.
04
In addition, why did Foxconn go to Huawei's headquarters to propose to Huawei as an OEM? But of course, the Internet said that Foxconn was rejected by Huawei, and Huawei later refuted the rumor that there would be no such thing without refusal, because it is a fact that Guo Taiming visited Huawei. I personally think that Guo Taiming is likely to be very confident, that is, your current mobile phone is BYD's OEM, then I can also OEM for you.
Because I can have an industrial chain up and down, I have this 5G chip, I have a variety of unrestricted accessories, which is also my confidence. From this, I wondered if it was possible for Huawei to achieve three strategies, one called the doping strategy, and the second called self-strategy. The third strategy is called short-term cooperation strategy.
These three strategies form a strategy for Huawei's current Mate 60 and Mate bullying the next step.
This is one of my analyses.
My reasons have just been said, but I think in the long run, China's road of domestic lithography machine will not be broken. China walks 7 nm, 5 nm 3 nm This localization will not be broken, but we may adopt a multi-track mode in the field of application, which may be a certainty.
If you have an understanding of the specific situation, you can also discuss this issue together.