https://www.trendforce.com/news/2023/12/08/insights-chinese-government-invests-in-huawei-supply-chain-semiconductor-autonomy-for-chinas-long-term-growth/ Bloomberg reported in early December 2023 that the Chinese government has been directly investing to assist Huawei in building its chip supply chain since 2019, indicating that the ongoing uncertainties in the U.S.-China trade war, the pursuit of semiconductor industry self-sufficiency is expected to be a long-term development direction for China. TrendForce’s insight:Chinese Government Establishes Investment Fund for Huawei, Creating Exclusive Supply Chain On May 15, 2019, when the United States announced the inclusion of Huawei and its 70 subsidiaries in the trade blacklist, the Chinese government swiftly established a fund named “Shenzhen Major Industry Investment Group” in Shenzhen, where Huawei’s headquarter is located. This fund, directly funded by the local government, aimed primarily at creating a large supply chain for Huawei, consisting of optical factories, chip equipment developers, and chemical manufacturers. One chip manufacturer, SiCarrier, maintained close ties with Huawei. Besides talent exchanges, the company also transferred over a dozen patented technologies to Huawei. Escalating U.S.-China Trade War Drives Long-Term Semiconductor Self-Reliance in China Recently, the Nikkei news, in collaboration with the research company Fomalhaut Techno Solutions, conducted a renewed disassembly of Huawei’s Mate 60 Pro smartphone. The findings indicate that, based on component costs, approximately 47% of the components are manufactured in China. This contradicts the earlier claim by Chinese media of a 90% domestic production rate. Nevertheless, the Mate 60 Pro shows a noteworthy 18% increase in domestic production compared to the Mate 40 Pro in 2020. Additionally, during the component analysis, it was reaffirmed that the self-developed 5G processor, Kirin 9000S, featured in Huawei’s Mate 60 Pro smartphone, has a circuit width of 7nm. This demonstrates China’s semiconductor technological prowess despite restrictions imposed by the U.S. ban. However, when the semiconductor industry value chain is divided regionally, it can be observed that in the uppermost stream of the supply chain, including electronic design automation software and licensed intellectual property used in chip design, this domain is primarily concentrated in the hands of U.S. firms. Currently, China’s overall share in the global semiconductor value chain remains relatively low and is more concentrated in downstream packaging and manufacturing. If China aims to establish a fully “self-sufficient” semiconductor supply chain, it is estimated that there is still a long way to go. However, what is certain is that in the ongoing U.S.-China trade war, the pursuit of semiconductor industry autonomy will be a long-term development direction for China.
和上海微电子一起有2个供应商挺不错的。
估计几年之内一定做的出来
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https://www.youtube.com/embed/2nljGjpsEGw
其实行业内今年9000s出来,就猜出华为用的并不是用的中芯国际了,如果是的,早制裁了。
只是太多的人,抱有一丝希望是中芯国际, 可以说是中芯国际的工艺,也有同样的一波人,但是是不同的机器
在美国的制裁名单里面,有一所大学,不是双一流,不是211/985,但是去年突然被制裁,那就是广州工业大学,制裁的原因是,机械制造和芯片制造,其实美国应该去年就发现端倪了,所以去年卢比奥要求深圳市政府停止芯片的制造,不过好多人觉得中国没光刻机怎么造,很明显,卢比奥从哪得到消息了
O(∩_∩)O,其他的吹牛不行,但我应该是本论坛第一个敏锐的察觉华为有自己的光刻机。现在研发的是5nm,14nm的已经在用了。
感觉是中科院XX 所的。但不确认。
静待卧龙。。。
用德国的也不是不可能
为什么要求人家停止制造?
大家都觉得莫名其妙,为什么深圳市政府要听美国议员的? 卢比奥好像当时得到消息,深圳周围产业链能帮华为造芯片
https://www.bloomberg.com/graphics/2023-china-huawei-semiconductor/?embedded-checkout=true
https://twitter.com/Kanthan2030/status/1730801202513015207
https://www.trendforce.com/news/2023/12/08/insights-chinese-government-invests-in-huawei-supply-chain-semiconductor-autonomy-for-chinas-long-term-growth/
Bloomberg reported in early December 2023 that the Chinese government has been directly investing to assist Huawei in building its chip supply chain since 2019, indicating that the ongoing uncertainties in the U.S.-China trade war, the pursuit of semiconductor industry self-sufficiency is expected to be a long-term development direction for China. TrendForce’s insight: Chinese Government Establishes Investment Fund for Huawei, Creating Exclusive Supply Chain On May 15, 2019, when the United States announced the inclusion of Huawei and its 70 subsidiaries in the trade blacklist, the Chinese government swiftly established a fund named “Shenzhen Major Industry Investment Group” in Shenzhen, where Huawei’s headquarter is located. This fund, directly funded by the local government, aimed primarily at creating a large supply chain for Huawei, consisting of optical factories, chip equipment developers, and chemical manufacturers. One chip manufacturer, SiCarrier, maintained close ties with Huawei. Besides talent exchanges, the company also transferred over a dozen patented technologies to Huawei. Escalating U.S.-China Trade War Drives Long-Term Semiconductor Self-Reliance in China Recently, the Nikkei news, in collaboration with the research company Fomalhaut Techno Solutions, conducted a renewed disassembly of Huawei’s Mate 60 Pro smartphone. The findings indicate that, based on component costs, approximately 47% of the components are manufactured in China. This contradicts the earlier claim by Chinese media of a 90% domestic production rate. Nevertheless, the Mate 60 Pro shows a noteworthy 18% increase in domestic production compared to the Mate 40 Pro in 2020. Additionally, during the component analysis, it was reaffirmed that the self-developed 5G processor, Kirin 9000S, featured in Huawei’s Mate 60 Pro smartphone, has a circuit width of 7nm. This demonstrates China’s semiconductor technological prowess despite restrictions imposed by the U.S. ban. However, when the semiconductor industry value chain is divided regionally, it can be observed that in the uppermost stream of the supply chain, including electronic design automation software and licensed intellectual property used in chip design, this domain is primarily concentrated in the hands of U.S. firms. Currently, China’s overall share in the global semiconductor value chain remains relatively low and is more concentrated in downstream packaging and manufacturing. If China aims to establish a fully “self-sufficient” semiconductor supply chain, it is estimated that there is still a long way to go. However, what is certain is that in the ongoing U.S.-China trade war, the pursuit of semiconductor industry autonomy will be a long-term development direction for China.
议员讲一些违反常识的话,暴露自己的无知,不担心影响选票吗?比如中国大蒜影响美国国家安全。
不用制裁,白菜价就把美国公司掀翻了。
现在先进的半导体制程都是一大堆专利保护了,各大公司都允许交叉使用。 如果华为真的是自己制造,那肯定是偷用其它公司的制程,不怕被告死啊?
你是不是高级黑啊?
什么叫偷用其他公司制程?都没专利用,还什么偷用? 华为自己也有一大堆专利保护,这就是为什么,美国国会准备废除华为专利的原因。
美国国会其实研究好久了,如果想要通过专利壁垒限制华为的方法只能废除华为专利,但是你废除了华为专利,就又不能以专利为借口告华为。 你可以花点钱去看看彭博社的报告,你就知道华为在干嘛了。华为现在,自己弄了指令集专利,华为甚至有替代ARM V9指令集的专利,光刻机专利,光刻胶专利,透镜专利,甚至还有EDA的专利,根据资料,连空调,还有备用电源电池,华为都要自己做。
华为现在从上到下,已经完全布局好了。
我看了这个题目的想法也是进来找找bigtime同学是不是又来现眼了。。。
肯定有见不得光的把柄,不然凭什么美国能干涉?
华为在深圳同时开建三个大型芯片厂,连开网约车的司机(原来是个小工厂主,疫情期间厂子关了),都压抑不住激动的心情,空了就开车过去看看。他是个老粉红哈哈,坐他车给我科普了一路华为,我都不好意思和他说我是个前 huaweier