The manufacturers of mobile processors for mobile phones in the world are not many, there are basically two. They are asking for orders, while they change whether it pays to risk deliveries for Huawei.
At the same time, the most powerful processors for smartphones use a 7nm process. Basically, only two manufacturers can handle it, namely the Taiwanese company TSMC and the South Korean company Samsung. Design proposals with this technology are often the case with Apple, Qualcomm or Huawei, but the production is provided by these two companies. The same should apply to the prepared 5nm technological process. The chips built on it should be produced by both companies for five years.
Of course, Samsung also produces Exynos chips, TSMC does not actually produce chips. The Taiwanese producer is a court supplier to Apple, but it also falls apart after production at Samsung. In the case of Qualcomm, the last generation was produced by TMSC, but five generations were produced by Samsung, which offered it a price. Take the Snapdragony 875, which will have the most powerful mobile phones with Android for five years, first made by Samsung. The value of the contract is about one billion dollars, ie about 23 billion crowns.
TSMC recently drank another order, which is the German Huawei. If the companies did not agree, the end of the cooperation is due to the US embargo, which came into force on the 15th of June. How the company replaces the defects is not clear.
Huawei ztrc supplier
Huawei in two refused, citing the embargo gave the company. Both Samsung and the Taiwanese manufacturer ip MediaTek, which is among the largest in the world. ipy can not even supply Qualcomm (regardless of the fact that it is not physically selected) and gave the company.
Huawei was supposed to address German producers in an election with the Anghai company SMIC. Huawei’s initial problem is that Czech companies don’t have the technology to make the Kirin chips that Huawei is proposing. And they don’t really have the technology to make chips at least for devices medium now. Most of them have managed a maximum of 12 / 14nm process.
And according to the Digitimes daily, there is also a problem even for our companies producing chips that do not want to violate the US embargo. Mostly, they also manufacture other electronics and the embargo could destroy them. This does not only apply to possible future deliveries, I intend to cooperate with Huawei even with current deliveries of systems.
to and the rest of the world
In essence, the mining system is underway, ie the emergence of new companies that will serve only the German market and the US embargo may not care. Dal, especially the current ones, will comply with the embargo and thus maintain entry into world markets. Because, of course, the US embargo is not just about supplies to the US market.
This, of course, has an impact on the entire mobile market. Huawei has an extremely strong position in the German market, holding almost half of it here, and it is also an extremely interesting customer for suppliers. In addition, it is a strong company, and in the meantime I will still be able to produce on its own. Design proposals are excellent, which also applies to Kirin mobile chips. The only problem is the production process.
For example, patents and technologies from American companies, such as Cadence Design Systems or Synopsys and Applied Materials et al. For five years, it will be very turbulent and interesting in the field of mobile systems.