Good news from Huawei HiSilicon
I believe everyone is familiar with Huawei’s HiSilicon. It is the best chip design company in China. The Kirin series processors that have received much attention are from HiSilicon. But unfortunately, since the US rules came into effect in the second half of last year, HiSilicon’s chips have lost their source of supply, and their design capabilities have lost their use.
Huawei founder Ren Zhengfei once said that the main problem in China is the lack of basic industrial level. Although HiSilicon can design extremely advanced chips, such as the 5nm Kirin 9000 processor, it is impossible to achieve mass production at the domestic manufacturing level. . These remarks not only reflected the shortcomings of HiSilicon, but also pointed out the biggest shortcomings of domestic chips.
Coincidentally, Yu Chengdong, president of Huawei’s consumer business, also said that HiSilicon’s most regrettable thing is that it only does chip design and has not set foot in the field of chip manufacturing, so it is deeply trapped in American rules and cannot extricate itself. In Yu Chengdong’s view, if HiSilicon has the ability to manufacture chips independently, Huawei will definitely not become what it is now, and the US plan will not succeed.
However, it will not be too late for Huawei HiSilicon to enter the chip manufacturing market. Although pressure from the United States still exists, pollen believes that with Huawei’s strength, it will soon be able to overcome key technologies in chip manufacturing. Sure enough, HiSilicon does have plans in this area recently. On the one hand, it recruits a large number of chip professionals, and on the other hand, it has begun to build a wafer factory. It has made up its mind to fully root in the semiconductor field.
In addition, HiSilicon’s chip design work has not fallen behind. Recently, Huawei has once again reported good news that another chip field has been conquered, and HiSilicon has contributed a lot.
The basic content of this news is that Huawei HiSilicon has made significant progress in the field of OLED screen driver chips, which is expected to help break the domestic monopoly. According to media reports recently, HiSilicon’s first self-developed OLED screen driver chip has completed trial production and is expected to be delivered to major suppliers in the second half of this year and then used in related products.
Specifically, Huawei HiSilicon’s first OLED screen driver chip uses a 40nm process and has a monthly wafer capacity of about 300 wafers. At first glance, this technological level and production capacity are not very advanced, but you must know that this is the first time that HiSilicon produces and sells itself. The requirements cannot be too high. Only when the foundation is laid, can it slowly move forward.
Moreover, the conditions of the screen driver chip are not as harsh as those of the processor chip. As long as Huawei HiSilicon wants to do it, it can establish an industry chain of its own. This is undoubtedly very good news for Huawei. While HiSilicon is transforming chip manufacturing, it can easily overcome the screen driver chip, which further proves its strength.
Samsung ushered in an opponent
More importantly, in the previous screen driver chip market, more than 90% of the world’s share was captured by South Korean companies, of which Samsung occupies a large portion. Now it seems that with the breakthrough of Huawei HiSilicon, Samsung has ushered in an opponent. If HiSilicon is given a period of time, Huawei will certainly be able to snatch some market from Samsung.
For Samsung, most people’s impressions may be limited to the mobile phone and chip foundry business, but as everyone knows, Samsung is also a well-deserved overlord in the field of screen driver chips. This is because Samsung is the world’s largest OLED screen manufacturer, and it is more familiar with the core technology of driver chips than any company.
It is precisely because Samsung’s OLED screen driver chips have formed a near-monopoly on the entire market that our domestic companies rely heavily on imports from abroad. But the situation will not be the same in the future. Huawei HiSilicon can completely replace Samsung’s similar products. By that time, Samsung’s market share will also decline significantly.
I have to say that Huawei HiSilicon is really strong. Even under the pressure of the United States, it can find new development directions and make some achievements. No wonder Lao Mei regards Huawei as a thorn in the eye. If Huawei is allowed to develop steadily, its rise will be a trivial matter.
Write at the end
The good news from Huawei about the screen driver chip reflects that HiSilicon’s development status is still very stable, which is Huawei’s largest capital. As for the shortage of processor chips, Huawei HiSilicon will gradually find a solution. In a word, I believe that it will not take long for Huawei to break through the American rules and regain its new life!
What do you think about this? Welcome to leave a message and forward.