It is really difficult for Huawei. Since the United States uses the power of the state to suppress the Chinese private enterprise Huawei, it means that Huawei’s high-end products will not be supplied normally on September 15. The current domestic high-end chip manufacturing technology cannot keep up, which means that Huawei's high-end phones will become limited editions.
Ren Zhengfei said that it is undeniable that Huawei will devote itself to domestic manufacturing and designing semiconductors in the future. Will Huawei usher in a turning point? I believe Mr. Ren’s wisdom will help Huawei overcome this difficulty!
If Huawei has no way to buy chips at all, can it try to use a mobile phone without a chip?
Huawei currently faces many difficulties. The main difficulty is that it may not have a chip. Available.
1. TSMC will stop supplying Huawei Kirin processors. According to relevant news from TSMC, due to US sanctions, Huawei may not be able to obtain TSMC's OEM after September 14. Without TSMC's OEM, Huawei's high-end flagship processors may be in crisis.
2. MediaTek may cut off the supply of chips to Huawei. This possibility lies in the fact that MediaTek issued a revised ban on Huawei on August 17 by the U.S. Department of Commerce’s Bureau of Industry and Security (BIS). This ban further restricts Huawei's use of US technology and software ecosystem, which means that MediaTek may reduce its chip supply to Huawei, and Huawei may even rely on MediaTek's abacus to work.
3. Huawei spent US$1.8 billion to repay Qualcomm’s patent fees. The reason why Huawei did this was to obtain Qualcomm processors to make up for the high-end disadvantages of Kirin processors.
However, US sanctions will still have a very large impact on Huawei, and it will even be difficult to supply Qualcomm processors to Huawei, which may still be very detrimental to Huawei.
Therefore, there is no Qualcomm processor, no MediaTek processor, and Huawei also lacks OEM Kirin processors, which makes it possible that Huawei may not have cores available.
If Huawei really does not have a chip, can Huawei have a mobile phone without a chip? At present, technological development has not yet reached the point where mobile phones can truly run without chips.
Even if future cloud mobile phones do not have such high requirements for chips, they still need to run through mobile phone chips. Therefore, we are full of doubts and worries about how Huawei will solve chip problems in the future. However, we also know that at least for now, Huawei does not have a particularly big disadvantage, and we also hope that Huawei can solve this confusion.
At present, Huawei mainly cannot buy processor chips for mobile phones, so in theory, it can use 5G cloud computing to implement "cloud mobile phones", that is, the computing functions of mobile phones are placed on remote servers, and the mobile phone It is only used as a networking and display device. In this way, even if the mobile phone does not have a processor, it can still perform functions such as surfing the Internet and playing games.
In fact, there are already relatively mature "cloud computers". For example, Huawei mobile phones can download a "Huawei Cloud Computer" APP, and use it to remotely connect to a PC to run it on the phone. Office software such as Word and PPT, and you can even play online games such as League of Legends.
Although the baseband of mobile phones also requires chips, Huawei's Balong 5000 baseband is also manufactured by TSMC and cannot be used on "cloud mobile phones". But since the mobile phone has removed the processor, there is no need to use advanced process chips. Therefore, Huawei can completely use domestic technology to build a 28nm 5G baseband specifically used to provide network functions for "cloud mobile phones".
Similarly, if the computing function of the mobile phone is removed, the memory is no longer necessary. Some flash memory space may be needed to cache files, but domestic flash memory particles can also be used, because "cloud mobile phones" do not have high requirements for the performance of flash memory.
So in theory, as long as the network is smooth enough, it is feasible for Huawei to build a "cloud phone" without a processor. However, it is not yet possible to become a reality under the current technical conditions. Because the "cloud phone" requires a very smooth wireless network, at least a gigabit bandwidth, and the delay must be within 10ms, otherwise the experience will be terrible. After all, all operations of the "cloud phone" are performed in the cloud, and a high-speed network is required to transmit images back to the phone's screen in real time, which requires the network speed to at least meet 5G standards.
But now 5G has just started. 5G networks in many big cities are not fully covered, and the popularization of 5G in small cities will only be two or three years later. The 4G network speed is too slow and cannot provide sufficient data transmission speed for cloud mobile phones. In an environment where there is no network or a poor network, this kind of "cloud phone" cannot be used normally.
In addition, the "cloud phone" does not completely eliminate the need for chips, but places the calculation in the cloud. The cloud server still requires processor chips to do calculations. Therefore, if Huawei cannot produce purely domestic server processors, there is still the possibility of being restricted. What's more, if you want to put all the computing operations of tens of millions or even hundreds of millions of mobile phones across the country on the cloud, the performance requirements of the network and servers will be extremely high, and the cost will be unimaginable.
In other words, it may be five or even ten years before the technology required for "cloud mobile phones" is fully mature. Very helpful.
Addiction History Viewpoint A coreless mobile phone is equivalent to a car without an engine. That car can’t even run, let alone run far? With current technology, coreless phones and other cloud-based phones are still a long way off. In the short term, Huawei will use chips from MediaTek, Samsung, Hynix and other companies while conducting research and development on its own, walking on two legs. The long-term goal is to achieve domestic substitution. What is a coreless mobile phone?
The mobile phone system and data are stored on the cloud server. When running the mobile phone software, connect to 5G or more advanced WIFI, and then call the cloud server for processing. At that time, the mobile phone is just a 5G chip and battery. Glass. Microsoft envisioned it 10 years ago. What are the disadvantages of coreless mobile phones?
1. High requirements on the server:
Every time the software is run, it must be called to the cloud server, which requires high server software and hardware.
2. You must stay connected to the Internet at all times
Your mobile phone and cloud server must be connected to the Internet before you can call the cloud server. If you cannot connect to the Internet, you are like a piece of glass or even a stone.
3. Cost issue
Because the concept is too advanced, it is only a concept now, and development requires a huge amount of money.
Moreover, the 5G network still has delays and cannot meet the requirements of coreless mobile phones.
Even if the mobile phone technology and network are supported, because the server is always connected and the server is running, the electricity bill consumed may be hundreds of times higher. It is many times more expensive than cored mobile phones. Faced with the problem of chipless availability, Huawei's current solution
Now that Trump has banned Huawei, Huawei will stop producing its own Kirin chips after September. Now it only hopes to buy mobile phone chips from MediaTek.
However, according to news on August 17, Trump is considering banning MediaTek, Samsung, and Hynix from selling chips to Huawei.
At that time, Huawei can only accelerate the realization of domestic substitution.
The ideas are rich and the reality is very skinny. Can coreless mobile phones be realized? Or is it necessary for coreless mobile phones to exist? Before answering this question, let’s take a look at Huawei’s current situation.
The United States has waved a big stick and will not allow TSMC to produce chips or Huawei to purchase chips. This is a big problem
Previously, the U.S. Department of Commerce issued a ban on all products using U.S. None of the company's related technology manufacturers can produce chips for Huawei. The first one is TSMC. After all, Huawei's Kirin chip production is almost all produced by TSMC. There is no way, many of TSMC's core technologies come from American companies, and there is nothing TSMC can do if the U.S. government imposes a ban.
Well, if you don’t let TSMC produce Kirin chips for me, then I can always buy the chips. However, on August 17, the U.S. Department of Commerce began to ban chip companies that use U.S. technology from selling chips to Huawei. There is no other way. The chip designs of MediaTek, Samsung, and Qualcomm all use U.S. technology, and even China's SMIC does the same. . In other words, SMIC may not be able to provide chips to Huawei.
Coreless chips seem to be a helpless move, so can it really solve Huawei's dilemma?
Some netizens said that since the United States bans Huawei's chip OEM production and chip Deal, can Huawei make mobile phones without chips? In theory, this idea is feasible and can be realized using cloud technology. The problem is that the technological content of this cloud is no less than that of chip production, and its cost investment far exceeds chip research and development. The most important point is that its actual experience is far Not as good as a cored phone.
To put it bluntly, coreless mobile phones are mobile phones that cost more money and are more troublesome to operate, giving you the worst mobile phone experience. What’s the point of such a mobile phone? Summary: Technology is always developing. The technology of coreless mobile phones will be realized in the future, but the practicality of coreless mobile phones is still questionable. Therefore, Huawei still needs to put more effort into chip production. We hope that one day we can break through the United States. Due to technical limitations, Chinese chips should be produced as soon as possible.
If coreless mobile phones were feasible, someone would have already made them.
Huawei does not live solely on its mobile phone business.
Huawei started out in communications equipment.
Huawei’s 5G communications business has bypassed American technology.
Huawei has other areas of transformation that are more meaningful than mobile phones.
Huawei is not giving up its mobile phone business, it just doesn’t want to make it its main business.
It’s not that Huawei can’t make high-end chips, but that it is about to make them.
It takes a long time for Huawei to beautify its production lines.
This process will not take too long and will be quick.
Making chips and lithography machines is not that difficult.
We can make the world's first 3D lithography machine. The etching machines we make are the best in the world.
Our vertical nanometer gate-all-around transistor technology is the world's highest chip technology.
Huawei’s photonic chip technology is the best in the world.
China’s AI chip technology is world-class.
The fact that the Taiwanese are the best in the world in chip technology means that the Chinese people have the best technology in the world.
Mainlanders will work harder than Taiwanese to produce the best high-end chips in the world.
First the conclusion: It is basically impossible in 20 years
The chip here refers to the CPU. The logical structure of mobile phones and computers is the same. According to the core structure diagram of Teacher von Neumann , it is impossible to do without CPU, and this infrastructure cannot be changed within at least 20 years
But I think Qualcomm is likely to be able to obtain the mobile phone chip license. Typical examples are Intel and AMD. Electronic products will not be blocked
Huawei is really besieged on all sides now and has no core to use! So a friend opened his imagination: "Since Huawei has no way to buy chips, can it try to make a coreless mobile phone?" On the surface, this may indeed be one of the solutions, but there is no possibility of realization.
Coreless mobile phones are impossible to realize
Although I understand that most friends want to help Huawei make suggestions to break the current predicament, but if we understand the relevant knowledge of mobile phones, we will find that coreless mobile phones are impossible to realize.
The closest thing to the idea of ??a coreless mobile phone now is the "cloud mobile phone", but it also requires a chip.
In fact, this is an interesting idea that has emerged with the help of the 5G era. That is, mobile phones no longer need memory requirements. We can put a lot of data or APPs in the cloud and access them through extremely fast networks. Come and get the resources we need. In this way, the CPU performance on our mobile phones no longer needs to be constantly updated, and we can always experience extremely high network speeds.
However, the ideal is very satisfying, but the reality is very skinny. Even if this idea can be realized, it still requires a processor to perform functions such as communication, network connection, image processing, etc. Without a processor, a cloud phone is nothing more than scrap metal. Both. Can Huawei make a "cloud phone"?
I guess after I have introduced it above, many friends will consider whether Huawei can bypass the chip problem through cloud mobile phones. To be honest, this is a very low-feasibility idea.
Is cloud phone possible? Theoretically it is still possible, but no one would want to do it unless they are fools, because it is much more troublesome than using mobile phone chips directly.
First of all, cloud phones require a processor, and the processor performance requirements are not low. Although the current 5G network speed is very fast, it also brings a huge amount of data transmission. If the mobile phone processor cannot transmit this data to the mobile phone screen in time, then a delay of several seconds or even ten seconds will definitely be inevitable. It is estimated that everyone is not used to using a mobile phone with such lag.
Secondly, this technology is not mature yet, because it is too troublesome and no mobile phone can make achievements in this area. Even if Huawei invests a lot of manpower and material resources, it may take several years before the results are produced. By then, let alone going abroad, it will be a question of whether Huawei's mobile phones can occupy a place in the country. Is there a solution to Huawei’s chipless dilemma?
Although this answer will make many friends feel dissatisfied, Huawei really does not have a good solution at present.
In fact, Huawei has made many arrangements since a long time ago. However, as the United States presses harder and harder, Huawei still reaches a dead end.
Everyone knows that Huawei has been actively preparing after being sanctioned by the United States last year. Before the U.S. ban, it placed an order for more than 10 million chips from TSMC, which ensured the successful release of mate40. I finally tried to buy finished products with the help of MediaTek this year, but MediaTek recently received a warning from the United States and its attitude has begun to waver. As for Qualcomm, which has just reconciled with Huawei, it is originally an American company, and it is completely unrealistic to place hopes on it.
At present, we only hope that Huawei can get the 120 million chips ordered from MediaTek to arrive smoothly, so that Huawei can gain a certain buffer time. If it cannot get this batch of chips, Huawei may only have inventory to sell next year and no new phones will be released.
All in all, it is unlikely that Huawei will launch a coreless mobile phone, so everyone can give up on this idea. Since the United States is determined to sanction Huawei, it will certainly not suddenly revoke the ban. After all, the world's largest country still needs face. Now we can only hope that Huawei can win more breathing time to explore more variables, otherwise Huawei's mobile phones may fail to recover.
I still hope that Huawei can create more miracles. After all, Huawei has given us too many surprises.
Come on, Huawei!
Chips are a headache! Facing the technological hegemony of the United States, China's technological community can only rise to the challenge and do its best to break technological barriers and create its own mobile phone chips as soon as possible!
Smartphones need revolutionary and subversive designs! The best thing is to realize a coreless mobile phone. Everything relies on network processing, and the mobile phone can be as thin as paper! Of course, the form of mobile phones can also be changed. It would also be great if the difficulty of chip manufacturing can be reduced! In fact, mobile phones do not have to rely on chips like computers. The data processed by mobile phones are very small and simple data, and they can just rely on the network! Computers need powerful chips to process data! Hurry up and revolutionize, I hope future mobile phones will be unique!
Although the idea is good, it cannot be realized in a short time. Since mobile phone chips are likened to adult brains, just imagine that people can't live without a brain, let alone a mobile phone. Even if you make it, you can't use it. It can't meet people's needs now, let alone adapt to the development of the current era.
We cannot run away from difficulties just because we encounter them, but we must try our best to overcome them. Only by mastering the core technology can we not be controlled by others.