US restrictions upgrades, Huawei Yu Chengdong admit: Kirin chips will become the swan song
The US ban restricted Huawei chips business. And even banned OEM order by TSMC.
Just yesterday, Huawei Yu Chengdong said that Huawei’s Kirin chips will now be out of stock for a long time due to the impact of the escalation of US sanctions. The most immediate result is that the sales of flagship phones will be significantly reduced this year. At the same time, Yu also said that Huawei will not be able to continue to make chips after the middle of next month, and that Kirin chips may become the swan song.
Huawei’s Kirin chips have been in the limelight in recent years, and they are also very popular in the high-end mobile phone market. As a semiconductor company under Huawei, HiSilicon has been developing chips for Huawei in recent years, but the foundry has always been handed over. Third-party companies, namely TSMC, the US restricted in TSMC technology, and Huawei’s life is naturally not easy.
Next month, Huawei will launch its own Mate40 flagship phone, which will feature the latest Kirin 9000 chip. Kirin 9000 will be more powerful in 5G capabilities and AI processing power. As the new flagship under US sanctions, the phone is likely to be the last in Huawei’s Kirin series.
Based on this background, Yu Chengdong also reluctantly said that the revenue in the first half of this year has also achieved growth. However, the revenue in the second half of the year is hard to say. He also called on the domestic chip industry to pay attention to technology and don’t controlled by foreign companies, who may hold your throat.
MediaTek has taken more than half of Huawei’s orders.
Huawei has now taken some steps. Huawei has reached an agreement with MediaTek and signed a big order for more than 120million chips. Arguably, MediaTek has now taken more than half of Huawei’s orders.
However, you must know that compared with TSMC and Qualcomm, MediaTek’s technology is still very inadequate. And the gap in high-end chip manufacturing is even more obvious. We don’t know if MediaTek is OEM for Huawei or directly provides MediaTek chips for Huawei. Although MediaTek’s Dimensity series has begun to emerge and has received a lot of praise from the market. It is a new chip after all, with a very low market share and low popularity. However, Dimensity’s follow-up high-end chips are also likely to use on Huawei for testing and adapting to Huawei. Of course, these are all things to follow.