Why did I say that Huawei will devote itself to the research of chip packaging technology? Because of this sentence? Trade stack and area for performance? . First of all, we should know that the performance of the chip is related to two aspects, one is the process and the other is the packaging technology. The process is also the size of the transistor. In the same chip area, the smaller the process, the more transistors are inserted and the stronger the performance. At present, the field of chip manufacturing has basically reached the limit in this respect, and now it is generally started with 3nm process, and it is basically difficult to make a breakthrough. Now major technology companies are attacking packaging technology, such as the strongest Apple M 1 Ultra chip. It seems that two M 1 Max chips are put together. In fact, because Apple has developed a packaging technology (Apple has applied for patent protection), M 1 Ultra can be made. ?
In the future, chip manufacturing technology will shift from manufacturing process to packaging technology, but now many companies are just starting in chip packaging technology. Even though Intel started several years ahead of schedule, it still hasn't gone far. Huawei has discovered this situation, and Huawei has to start attacking packaging technology, because once Huawei falls behind in this new track, there will definitely be no Huawei position in the future chip field, and Huawei Hisilicon will really die. This is also likely to be an opportunity for Huawei to overtake in corners. Just like new energy vehicles, if successful, Huawei is likely to become one of the leaders in the field of chips. Therefore, Huawei has to increase its investment in the chip field.
Generally speaking, Huawei's behavior tells people that the future chip field will no longer be dominated by technology, but will turn to packaging technology, which is also an opportunity to overtake in corners.