Huawei's chips no longer hide their true strength from the United States, and Huawei actually released the news of the latest chip Kirin 9000w on its overseas official website.
The chip model disclosed on Huawei's overseas official website
Before, when Huawei released the Mate60, it didn't even mention what chip it used, and the information in the mobile phone was deliberately shielded, even until now, I don't know which foundry is behind the Kirin 9000s, some people say it's TSMC, and some say it's Huawei's own foundry.
After Nikkei and Fomalhaut Research disassembled the Mate60, they found out that the chip was Kirin 9000s, and it was speculated that the chip was produced by SMIC. In fact, the so-called Kirin 9000s Huawei has not admitted it until now, and it feels like it is deliberately hidden, and the 9000s is still the name tested by the running software.
Huawei Mate60 disassembled
Huawei disclosed the Kirin 9000w chip on its overseas official website, and the Kirin 9000SL equipped with the nova12 just released before shows that Huawei has dared to face the blockade of European and American semiconductors, and is no longer worried about being cut off from supply.
The exposure of the overseas version of the Kirin 9000w reveals two important signals.
One is that Huawei's chip production capacity is very sufficient, and the excess production capacity can be supplied overseas.
The second is that Huawei will regain the overseas market that has been encroached upon by Apple and Samsung.
Huawei did not disclose the specific specifications of the Kirin 9000w, but the use is not surprisingly these three, and the processor on the tablet is generally not much worse than that on the phone.
Therefore, the first Kirin 9000w may be the Kirin 9000s, which is consistent with the mate60 chip, and the domestic MatepadPro is equipped with the Kirin 9000s, and the Kirin 9000w is a foreign trade version exclusively for overseas.
The performance of the second Kirin 9000W is stronger than that of the ordinary 9000s, and it may also be a full-blooded overclocking version of the Kirin 9000s, and the power consumption will also be increased while the performance is improved, so the 9000W is placed on a tablet with a larger battery capacity.
The last possibility, the Kirin 9000w is a brand new chip.
At present, Huawei HiSilicon's technical route is to continuously carry out small iterations on the basis of the Kirin 9000s, distinguishing various models for different devices, but there is no particularly major upgrade so far, and there are two main reasons for preventing the replacement of Kirin chips.
Because of the chip sanctions imposed by the United States, TSMC has not been able to OEM Huawei until now, so Huawei has not been able to break through the mass production of 3nm and 5nm high-process chips, and cannot replace a new generation of chips every year like Apple and Samsung.
The second reason is that Huawei can't get the latest architecture copyright, Huawei Kirin 9000s is developed on the basis of ARMv8 architecture, and it is a perpetual license from ARM that I bought, but this version of the architecture was launched in 2011, and in 2021, ARM launched a new generation of architecture ARMv9.
ARMv8 architecture
Over the course of a decade, ARM released new CPU cores based on the Arm v9.2 architecture, including the Corte-X4 ultra-large core. ARM claims that the X4 is the most powerful CPU core available, with a 15% performance increase or a 40% reduction in power consumption compared to the previous generation X2/X3.
However, due to the blockade of chip technology in the United States, Japan and South Korea, China, including Huawei, has not obtained the authorization of ARMv9, and even if you spend money, you can't buy it, so Huawei is now more inclined to improve product competitiveness on the Hongmeng operating system, and develop a derivative model of Kirin 9000.
For example, the downclocked version of the Kirin 9000s on the domestic MatepadPro 2024 model, the Kirin 8000 on nova12pro, the Kirin 9000SL on nova12Ultra, and the Kirin 9000w launched in the overseas version now.
Huawei's ability to solve the problem of mass production of Kirin 9000s chips is already a major breakthrough, and we are looking forward to the mass production of Kirin 9100 chips.
Huawei no longer conceals its call with the United States, and once again launched a new chip, an overseas version of the Kirin 9000W, which reveals Huawei's determination to regain the overseas market and fight against Apple and Samsung.
Before the United States sanctioned Huawei, Huawei's annual mobile phone shipments reached 238.5 million units in 2019, with a market share of 16%, second only to Samsung's 20%, surpassing Apple to rank second in the world.
Global handset share in 2019
But since the West joined forces to suppress Huawei, the global mobile phone brand pattern has undergone earth-shaking changes in 2022, at this time, Huawei was cut off because of the chip supply, and the market share was quickly divided by Samsung and Apple, and it directly fell out of the top five positions in the world that year, and the market share plummeted to 2%, and the shipments that year were only more than 20 million units, which was not enough for a fraction of the shipments in 2019.
Global smartphone shipments in 2022
On May 9, 2023, Huawei returned to Munich, Germany for the first time in nearly four years and held the Huawei P60 flagship launch conference, and from the 9th to the 11th, Huawei successively held product launches in Europe, the Middle East, Africa, Asia Pacific, and Latin America, indicating that Huawei is about to return to overseas markets.
In September 2023, the Huawei Mate60 equipped with the Kirin 9000S chip suddenly went on sale, but compared to the previous flagship mobile phone that was first sold in Germany, the Huawei Mate60 was not sold to overseas markets due to insufficient chip production capacity.
At the beginning of 2024, Huawei launched the Kirin 9000W chip on its overseas official website, which also indicates that Huawei's equipment equipped with Kirin chips will officially return to the overseas market, and the Kirin chip production capacity has been solved.
Looking back on Ren Zhengfei's first visit to the United States in December 1992, it opened the prelude to Huawei's entry into foreign markets.
Although Huawei has been losing repeatedly in the U.S. market for more than two decades, and was almost acquired by Motorola for $10 billion in 2003, Huawei's expansion in other overseas markets has been relatively smooth.
After the outbreak of the Asian economic crisis in 1997, telecom giants such as Siemens and Alcatel withdrew from the Russian market.
Taking this opportunity, Huawei won the CIS market around Russia, and in 2003 Huawei sold more than 300 million US dollars of equipment in the CIS countries.
Also in 1997, when the economies of Latin American countries were in a downturn, Huawei's first choice to enter the Latin American market was Brazil, but the initial experience was not smooth, and until 2003, Huawei's annual sales in Latin America did not exceed 100 million US dollars.
However, in 2012, Huawei sold $2 billion in Brazil alone, and in 2015, it won 13% of the entire Latin American market, and Huawei's roots in Latin America have gradually become solid.
Huawei's entry into the European market is based on a firm foothold in the form of distributed base stations.
When the Netherlands was preparing to build a 3G network, Telfort, the fourth largest operator in the Netherlands, sought to develop a small cabinet because of the small computer room, and Nokia and Ericsson were rejected, and finally had no choice but to find Huawei, Huawei spent eight months to help develop a small distributed base station, but Telfort was acquired by Royal Dutch Telekom at this time, and the base station just developed by Huawei was abandoned.
Huawei base station
However, fortunately, two years later, when Vodafone was competing with local telecommunications companies in Spain, it found Huawei, and Huawei won a large number of distributed base station business, which also laid the foundation for Huawei's mobile phone terminal equipment to enter the European market.
From the beginning of the 21st century to 2020, Huawei's steady overseas market in the past 20 years, just because of a ban in the United States, the results achieved have disappeared in just a few years, this time Huawei returned to the overseas market with its self-developed chip Kirin 9000w, I believe it will achieve better results again!