Qualcomm's supply is not easy.
Qualcomm firmly believes that few people don't know this, and he has made a lot of money with Qualcomm tax. Although most companies in the industry have complaints about Qualcomm, considering its unavoidable patent rights, they only have complaints in their hearts.
A piece of good news came out, and Qualcomm resumed Huawei's supply. At the new product launch conference in HarmonyOS at the beginning of the month, Huawei produced a tablet computer with Qualcomm Xiaolong processor 870CPU. In fact, there will be cooperation between Huawei and Qualcomm before the chip restrictions are implemented.
Huawei has always had chip standards, that is, Linlin for high-end chips and Qualcomm for low-end chips. However, after the implementation of chip restrictions, Qualcomm Midrange supplied Huawei. Although it has already passed the 4g approval, so far, there is no information. So, Qualcomm has repaired the supply on the surface, but it is not easy behind it.
The United States often repairs Qualcomm's 4g chips, and there is a reason to restrict 5G chips. And there is more than one beautiful purpose, not only to limit the development trend of Huawei's 5G chips, but also to attack Huawei's high-end chips. It is also very likely that European enterprises will be removed from the China market according to this move.
Although most people don't want to see Huawei's chips in Qualcomm, under such circumstances, the occurrence of Qualcomm can really alleviate the shortage of chips, but it also shows that Huawei's chips are in an anxious state.
The result of mobile bidding is also remarkable.
Recently, China Mobile Communication released the bidding results of 265,438+billion network servers, and Huawei's failure to win the bid just illustrates such a difficult problem. There are four companies at the bottom of this bid: Ziguang, ZTE, Luyan and Inspur. However, it is worth mentioning that Huawei did not bid, not because Huawei is not good here.
You know, as early as 20 19, Huawei ensured the third position in the world network server sales market. Huawei's web server is often very powerful, because the product has developed a web server chip, Honghu. This chip must be made by 7nm process and TSMC, so it can't be supplied now. China Mobile Communications is here to better ensure the smooth supply chain management of network servers, so Huawei was not chosen in the end. This also shows that Huawei's chips have indeed encountered great problems.
At present, TSMC is the company with the best chip production technology, and China does not have the ability to produce high-grade chips by OEM. In China, SMIC with better technology can only guarantee 14nm, and even 14nm cannot be supplied to Huawei. Therefore, in order to deal with the chip problems encountered by Huawei, we can only start from the root causes and build the whole chip industry chain belonging to China. Among them, the more important problem is to improve the lithography process in chip manufacturing.
As early as the implementation of the chip restriction, the Chinese Academy of Sciences announced that it might take a multi-pronged approach to deal with the problem of "being controlled by people", including these core technologies of mask aligner. Recently, the good news about mask aligner came out again.
Chinese Academy of Sciences and Huawei entered mask aligner.
Recently, mask aligner's mask aligner technology of Chinese Academy of Sciences has gained a brand-new anxiety. Completed the improvement of opc technology. To put it bluntly, opc technology is actually a fast electro-optical proximity effect adjustment technology, which is mainly used to improve the imaging quality. This upgrade is one of the core technologies to complete the production and manufacturing of chips with 90nm and below technology connection points, which has prompted mask aligner to enter the upgrade again.
In addition to the Chinese Academy of Sciences, Huawei has also made good news here. Huawei personally visited mask aligner to talk about patent rights before, and announced the information of Zhaocheng lithography technology project. In view of Huawei's March into mask aligner, it's no surprise, as expected.
Huawei announced its real entry into mask aligner, and Hubble has invested in a key component company in mask aligner, a subsidiary of the Chinese Academy of Sciences Group, which indicates that Huawei may cooperate with the Chinese Academy of Sciences in depth to overcome the manufacturing of high-precision chips. Therefore, Huawei has stepped into the right path of product research and development in mask aligner.
No matter what the purpose of the United States is, no matter whether the supply of goods in Qualcomm is easy to repair, everyone will definitely get a certain promotion in this industry in mask aligner. I firmly believe that with the help of the Chinese Academy of Sciences and the continuous diligence of Huawei, no matter whether it is domestic mask aligner or domestic chips, everyone may enter a critical promotion period.