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New title: China Chip: Independent Innovation Leads a New Era Introduction: With the implementation of the chip ban in the United States, Huawei has fallen into the predicament of chip shortage and has to divest Honor, and the mobile phone business only retains two flagship series. However, the recent recovery of Huawei's Kirin chips has set off a boom in domestic chip manufacturing, leading a new era of independent innovation in China. This article will deeply analyze the current situation and future prospects of China's chip industry, as well as the latest developments of major enterprises in the chip field.
With the rapid development of the global division of labor, Huawei once entrusted chip manufacturing to TSMC to focus on chip design. However, the US chip ban has put Huawei in a situation of chip shortage, which also makes the chip issue a key issue to be solved urgently. Therefore, Huawei began to strengthen independent research and development, invested in many chip-related companies, and rapidly improved its chip manufacturing capabilities.
Although there were once rumors that Huawei would return to the chip manufacturing field, this was denied by the company's top management. However, the latest Huawei mobile phone is equipped with the Kirin 9000S chip, and its process technology has been confirmed to be produced in Chinese mainland, which means that Huawei has basically solved the chip supply problem in just three years.
Self-developed high-performance processors are crucial for mobile phone manufacturers, and the return of Kirin chips has made Huawei's mobile phone popularity continue to rise, and sales have soared, quickly occupying the second place in the domestic market. This has also stimulated the ambitions of other domestic mobile phone manufacturers, and it is rumored that brands such as Xiaomi, Honor, and OPPO have also begun to increase their chip self-research.
Xiaomi tried to develop its own processor, but later suspended the project. Recently, Xiaomi announced the recruitment of a large number of talents related to mobile phone SoCs, which has triggered speculation whether it means that Xiaomi will restart its self-developed SoC research and development plan. This move may be aimed at differentiating itself in the high-end market.
At the same time, Honor also reported the news of self-developed chips, and its substantial increase in capital in chip subsidiaries shows its commitment to independent research and development of chips. Although the company's senior management denied the plan to develop its own SoC, industry insiders believe that Honor's emphasis on chips and research and development strength may bring future surprises.
As for OPPO, it once announced its self-developed SoC and made some progress, but later announced the disbandment of the entire chip research and development team. However, the latest news indicates that OPPO may restart its self-developed chip plan, attracting the return of former team members, although the company has not officially commented, but industry insiders are full of expectations.
In addition to mobile phone manufacturers, new energy vehicle companies have also begun to pay attention to independent research and development of chips. NIO's first self-developed lidar main control chip "Yang Jian" has begun mass production, which shows the great potential of China's independent innovation in the field of new energy vehicles. At the same time, BYD and other companies have also begun the pace of chip self-research early.
On the whole, the recovery of Huawei's Kirin chips has to some extent triggered a boom in China's independent chip innovation. Although the chip restrictions in the United States once posed a threat to China's chip industry, in turn, it also gave birth to the rapid rise of China's chip industry chain. This development shows that sanctions and restrictions cannot stop the development of China's chip industry, but accelerate China's independent chip innovation and promote China's breakthroughs in the global chip field.
In the future, China's chip industry is expected to continue to emerge, not only in the field of mobile phones, but also in more fields, injecting new impetus into the improvement of China's scientific and technological strength. Independent innovation will become an important strategy for Chinese technology enterprises and promote China's path to a chip power. Therefore, China Core will continue to lead the new era and continue to write a brilliant chapter of independent innovation.
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