Preface
After hearing about the release of Huawei Mate60, TSMC, as an industry leader, actually announced overnight that it would build a factory in the United States.
TSMC's "fig leaf" was unveiled by Huawei
In the past year, the words "far ahead" have been quoted by Yu Chengdong many times at Huawei's press conference, and it seems to have become Huawei's special words.
So since Huawei's new model was put on the shelves, the slogan of "far ahead" has appeared on major media platforms in just a few days.
However, unlike before, the new model released by Huawei this time did not hold a new product launch conference, and the information released by the new model was spread by word of mouth after consumers found it in the mall.
It is not difficult for us to see that Huawei's new products show its extreme confidence in its own strong strength, and it is also a blow to various peers in the mobile phone industry and competitors in the chip field!
It is said that at that time, a domestic mobile phone peer was holding its own new product launch conference, but when the person in charge of the stage was talking about his own products, the media bloggers in the audience were playing with mobile phones, and later after inquiry, they were originally grabbing the first right to launch Huawei Mate60.
Even, when TSMC founder Zhang Zhongmou heard the news, he was the first to sit still and get up, and this time he got up not to experience Huawei's new products, but to announce that he was going to build a third factory in the United States, ready to pack up his things and "run away".
The news that Zhang Zhongmou was going to "run away" quickly spread in the industry, and many companies in the industry couldn't help but breathe a sigh of relief after hearing about it, and said that TSMC's "fig leaf" was finally uncovered by Huawei.
What is behind the "fig leaf" that has been passed on by word of mouth in the industry? And where is Huawei's new product? What is it that makes Zhang Zhongmou, the founder of TSMC, the most influential industry giant in the chip field, so frightened that he "escapes"?
Let's move on little by little.
The secret behind TSMC
To talk about these, we must first start with the protagonist who wants to "escape" this time - TSMC.
As we all know, the chip field has always been the strength of the Americans, and Intel's control of the chip field is even more perfect, but TSMC, as a latecomer, has been forging ahead all the way, and the chip process technology from 10nm to 3nm occupies the absolute right to speak, and gradually drives Intel off the throne of the chip king.
In addition, TSMC is currently working the research and development of the 2nm process, vowing to weld itself to the chip throne through the research and development of technology.
So some friends are about to ask, it is such a leading industry technology, and it is still making progress, why does everyone keep saying that Huawei has torn off the fig leaf of others?
Newton once said, "If I look further, it is because I stand on the shoulders of my predecessors", the continuous development of technology is imperative, and everyone will maintain a high enthusiasm for the release of new chips, but when Huawei's new products are released, consumers' perceptions have changed.
Friends who have learned about Huawei Mate60 should know that this Huawei mobile phone uses Kirin 9000 chip, but this chip uses 7nm process, a "backward" process a few years ago.
However, it is such a chip with relatively backward process technology, and the sense of experience it shows is not inferior to the chip created by the very hot 4nm process at the beginning, and even surpassed and suppressed many mainstream 4nm chips for a time.
The comparison of this amazing data directly makes consumers understand a truth, when the 7nm chip and the 4nm chip are placed on the mobile phone, it is enough to meet the expectations of people's demand for mobile phones today.
From this point, it can be seen that TSMC's continuous involution of its own technology over the years is completely an extra move to protect its own status.
The unveiling of the "fig leaf" of involution technology made Zhang Zhongmou angry and made a huge decision.
In fact, a long time ago, the United States was extremely greedy for TSMC's technology, hoping to learn its excellent technology through introduction, and claimed to TSMC that it could provide a large amount of financial subsidies for TSMC to conduct research, and also gave a large number of its own orders to TSMC, so as to induce TSMC to build factories in the United States.
The release of Huawei's new products directly unveiled TSMC's wavering heart, which made Zhang Zhongmou angry and made the decision to build a factory in the United States.
Huawei's 7nm chip is a 7nm process after all, and there will always be no 4nm advanced technology, but how does Huawei's 7nm chip have the magic to wrestle with the most popular process technology?
What is the power of Huawei's technology?
As we all know, the mainland has completed rapid growth in mobile phone networks in just a few years.
The progress of 5G in the mainland is as rapid as the blink of an eye, and the huge number of users and the super sense of experience have become the business card of the mainland's 5G, and the mainland has become the backbone of the world's 5G network.
The chip released by Huawei this time is equipped with the Kirin 9000, which is the world's first 5G SOC chip, embedding the 5G baseband inside the SOC of the Kirin 9000, and the theoretical uplink peak reaches 2.5Gbps, which is nearly 7 times higher than the uplink peak of Apple's A14 chip, which perfectly handles the 5G baseband problem that even Apple can't solve.
Secondly, the Kirin 9000 uses the Da Vinci architecture 2.0 independently developed by Huawei, which doubled the computing power again and won the first place in many lists in one fell swoop.
In addition, the improvement of Kirin 9000 computing power also gives mobile phone AI more powerful "intelligence", so that the development of artificial intelligence opens up more space and possibilities, and the improvement of mobile phone power consumption is also more flexible under the intelligent planning of AI, so that performance and power consumption no longer appear at the same time.
Finally, I have to mention the powerful performance of the Kirin 9000 GPU, the Kirin 9000 is equipped with the world's first 24-core Mali-G78 CPU, which is 52% higher than the previous flagship processor.
This is equivalent to the fact that in the era of horse-drawn carriages, internal combustion engine trains were still the most advanced technology and mode of travel at that time.
Just when you are happy that you will have to go on a business trip tomorrow, your competitor will speed past you on a 300km/h high-speed train, and your surprise is equivalent to the same expression as other peers at that time when they saw the Kirin chip.
The release of Huawei's chips was once considered a rising star in China's chip field, but in fact, Huawei's technological breakthrough is also a microcosm of the mainland's current chip technology field.
So, what is the current situation of mainland chips?
The rise of the chip industry in mainland China
In recent years, the news that the United States has locked the neck of the mainland in key areas may not be unfamiliar to everyone, and it has carried out an all-round blockade in core technology fields such as chips, which is like a dark cloud that has always shrouded the sky over the mainland chip field.
With the continuous efforts of mainland scientific and technological personnel day and night, domestic chip enterprises in mainland China have achieved great success in technology, and some enterprises have independently developed exclusive chip technology.
The release of Huawei's new products, as well as the Taiji chip released by the Tsinghua team recently, have broken the international technology monopoly on the mainland from all aspects with its special technology, and in some special fields, the mainland has been able to beat many countries and reach the two-tier level in the industry.
Secondly, after such a long period of hard work, the mainland chip industry has formed a very complete industrial chain, which not only involves the design and architecture of chips, but also firmly grasps the high-precision technologies of production and assembly, and has the basic prototype of self-sufficiency, which has an extremely important impact on the improvement of productivity and production rate of the chip industry.
In the future, emerging technologies such as artificial intelligence and 5G will definitely gain more attention, and the mainland's chip industry should increase investment in technological innovation, make more breakthroughs in some key emerging technology fields, and rely on these emerging technologies to continuously improve the competitiveness of mainland chips.
At present, smart city is also one of the hot topics in the development of the mainland, intelligent driving, smart home, urban security management, environmental governance supervision and other aspects need a lot of technical support, and chip technology will be the most important core technology. Allowing chips to be widely used in multiple industries and continuously expanding the diversity of functions will be a key step in the development process of chips.
epilogue
There are not a few companies like TSMC that maintain their status through "scams" such as continuous involution, but everyone's continuous support has made these companies go further and further on this road of no return, and the industry needs companies like Huawei to set an example and take the initiative to break this "scam," continuous involution will only deepen their own pressure, and putting the user's experience first is fundamental.
Sources:
Patent data shows that TSMC is leading the war for advanced chip packaging
TSMC's 3nm process was officially mass-produced, with Apple as its first customer
Southern Metropolis Daily TSMC officially announced 3nm mass production, can the weak situation of the consumer electronics market be improved?
TSMC received a $6.6 billion subsidy from the U.S. Chips Act and will invest in building a 2-nanometer factory in the United States
Why did TSMC build a third factory in the United States? Experts said it was "very surprised"