First, the introduction
On January 15, when it comes to 5G technology, Huawei has become a barrier that Apple, Samsung, Qualcomm and other technology giants can't pass, why do you say so? The reason is that Huawei has the world's most 5G standard essential patents, all manufacturers who want to use 5G technology need to be authorized by Huawei, and pay a patent fee to Huawei, such as Huawei's first 5G patent licensing fee last year was as high as 600 million US dollars, but it is very embarrassing that as the leader of global 5G technology, Huawei smartphones do not support 5G, the fundamental reason is that 5G signal receiving and transmitting equipment RF chips are monopolized by US and Japanese manufacturers, and western new regulations are deliberately aimed at Huawei. It has completely limited Huawei's access to 5G-related products, technologies, and equipment.
Second, the domestic 5G RF chip announced mass production, what is the significance of domestic semiconductors?
Under the new Western regulations, domestic 5G RF chips have not been completely broken before, Huawei mobile phones can only be blocked out of 5G functions, for domestic netizens, failed to use Huawei 5G mobile phones, it is indeed a pity and pity, but under the trend of self-developed chips, domestic semiconductors have made rapid progress, 5G equipment chips have also made breakthroughs, recently, domestic 5G RF chips announced mass production, January 11, domestic RF chip manufacturers are full of formal statements, its 5G RF chip products have entered the mass production stage , and broke into the mobile phone end, and reached a cooperation with the domestic mobile phone giant Xiaomi.
In fact, before Fuman Micro announced the mass production of 5G RF chips, the domestic RF chip leader Zhuoshengwei has achieved mass production of 5G RF-related components in August last year, including 5G-relevant sub-6GHz RF discrete devices, 5G-related RF receiver modules, these products have achieved large-scale shipments, domestic 5G RF chips and related components successful mass production, what is the significance of domestic semiconductors? First, it breaks the industry monopoly formed by the United States and Japan and enhances the discourse power of domestic semiconductors; second, it reduces the procurement of radio frequency chips such as Qualcomm, which is conducive to reducing the cost of domestic mobile phone brands and accelerating the process of globalization.
Third, Huawei mate50 ushered in a turnaround? Can I use domestic 5G RF chips?
We all know that because of the new Western regulations, Huawei P50 and other new machines do not support 5G functions, and now Zhuoshengwei, Fumanwei and other domestic manufacturers have achieved mass production of 5G RF-related components, does it mean that the upcoming Release of Huawei's flagship mate50 ushered in a turnaround, you can use the domestic 5G RF core? The answer is no, according to the results of investor consultation with Joyson Micro, Joyson Micro cannot ship 5G RF chips and related components to Huawei for the time being, and like Joyson Micro, Rich Micro's 5G products cannot also ship Huawei, what is the reason?
According to the answer of Zhuoshengwei, the root cause is still the restrictions of the new Western regulations, the original 5G RF chip is not really domestic, the chip is foundry by SMIC, TSMC, etc., including Western technology, equipment, so it is not a real domestic chip, why not use the domestic chip foundry process? Although the development of domestic semiconductors in recent years is very fast, but in the chip manufacturing of lithography equipment link, still has not yet achieved mass production, but also fast, the domestic real chip manufacturing process, will be 28nm mass production this year, next year to achieve 14nm mass production.
Fourth, under the suppression of the West, why does Huawei not choose to develop its own 5G RF chip?
Many netizens may be very confused, as a world-class chip manufacturer, Huawei HiSilicon Semiconductor has strong strength, in the face of Western technology suppression, why huawei does not choose to develop its own 5G RF chip? The author believes that there are two main reasons, first, Huawei does not need to spend a lot of money to develop related chips, in fact, in addition to the manufacturing of 5G RF chips also need to rely on Western technology and equipment, the two major domestic RF chip manufacturers Zhuosheng Micro and Fu Man Micro can already meet the needs of Huawei's use, so when the domestic chips are really mass-produced after 28nm and 14nm, Huawei 5G mobile phones will return to the king, and Huawei determines the time is next year.
Second, good steel also needs to use the blade, under the pressure of the West, Huawei's life is not good, last year's revenue was only about 634 billion yuan, compared with 2020, the decline is amazing, more than 250 billion yuan, so Huawei needs to use limited funds in key areas, such as smart cars, Hongmeng system, Euler system, cloud computing, 6G technology, Internet of Things, AR, CR, etc., which can either create a lot of cash flow for Huawei, or the basic technology of the future, as long as Huawei 5G, ICT business If enterprise services can increase revenue steadily, Huawei will definitely survive.
5. Conclusion
Although Zhuosheng micro, rich micro 5G products can not supply Huawei, but for domestic semiconductors is still of great significance, as long as the domestic semiconductor manufacturing process continues to break through, domestic 5G radio frequency chips officially into the 7nm and other high-end fields, it is only a matter of time, at that time, Huawei and other domestic technology companies will completely break through the new Western regulations restrictions, 5G, smart phones and other related businesses will return to the market.
Well, Huawei mate50 ushered in a turnaround? Domestic 5G RF core announced mass production, what do you think?