Ming-Chi Kuo: Qualcomm is the main loser from Huawei’s adoption of the Kirin 9000S and new Kirin chips
Huawei purchases 23–25 million and 40–42 million mobile phone SoCs from Qualcomm in 2022 and 2023, respectively.
I'm curious where did they get those numbers. Producing a limited number of chips is one thing, scaling production to tens of millions is another. Especially regarding the lithography machines which China bought before the sanctions from ASML, but can't buy anymore.
Not much is known about chinas new 7nm process as thereisnt much documentation on it. Given that mobile chips are smaller. Even if yields are bad, youd still be able to get some chips made due to its small size.
Last i recall, china was on 14/12nm but the 7nm breakthrough is fairly recent.
Possibly they just reverse engineered the machines and made more?
Impossible in the timeframe. There's a reason why ASML is the only producer on this level.
Good. These sanctions against Huawei are BS. We all know Trump put them in place to protect Apple. Huawei was making incredible products and their cameras are better then iPhone by alot. Huawei was 2nd in the world and about to take 1st. That's why Trump did this stupid ban.
I'm glad Huawei will make their own chips. I just wish they could also get Google apps to work on there as well. Would be a great option for Android customers. Even though they tend to be pricey