Recently, a well-known digital blogger said that if there is no external infection, Huawei is likely to sell 60 million mobile phones, which means that Qualcomm and MediaTek will sell 60 million fewer mobile phone chips. Correspondingly, they are TSMC's large customers, which will have an impact on TSMC or reduce the production capacity of 100,000 wafers. Moreover, this does not include chips such as Wi-Fi and PMIC.
Last month, Qualcomm released its third-quarter earnings report, which has an intriguing paragraph, which roughly means that it is assumed that Qualcomm will not have revenue from Huawei in September-December.
The fact that this sentence can be written into the earnings report of the chip giant is enough to show the seriousness of the problem. Qualcomm has realized that Huawei may make a breakthrough, or Huawei has given Qualcomm news and will not continue to buy Qualcomm chips.
And this move is bound to affect Qualcomm's performance, so it appears in the third quarter earnings report, which can be regarded as a preventive shot for everyone.
If I looked at it before, I thought it was just a prediction of Qualcomm, but now I look back and it turns out that this is really the case. With the birth of Huawei Mate 60, the Kirin 9000S made a shocking debut, officially announcing that it broke the US technology blockade.
And with a variety of news, it seems that there will be more surprises for everyone in the future, including, it is said that there are two Kirin chips, one is Kirin 9100, and the other model is temporarily unknown. There is also a domestic lithography machine, some relevant people broke the news, the progress is much faster than everyone estimated, maybe there will be good news at the end of this year, and even if there is no mention to see.
For a long time, many people have been using the experience of others to apply to Chinese, such as how many years they have made lithography machines, how many years it takes for each generation of technology upgrades, and then say how many years it takes us to break through. This kind of logic, which may seem like nothing wrong, will actually have a large error.
The Chinese nation has always had the characteristics of bearing hardships and standing hard work, time is unique, Westerners engage in research and development from 9 to 5 in the morning, while we can stay up all night, all year round, unite, overcome all difficulties, and concentrate on research and development, compared with the efficiency I don't know how many times higher.
Therefore, stop using their experience to estimate our growth, the West will engage in 10 years, maybe we will be able to break through in 5 years, this is the fact.
Finally, I also look forward to the good news of Kirin chips, as well as the good news of domestic lithography machines. In short, in the field of semiconductor manufacturing, China has completely broken through.