The mainland system giant----Huawei, facing the US official situation in the near future, decided to accelerate the development and mass production of its own chips. Among them, Huawei's smartphones used Hisilicon's Kirin application processor (AP) in the second half of last year to have a self-sufficiency rate of less than 40%, but in the second half of this year, it is expected to increase the self-sufficiency rate to 60%. Substantially added to the 7th half of the TSMC's 7nm film volume in the second half of the year.

However, China’s move is tantamount to reducing the purchase of other mobile phone chips. MediaTek is probably the first to bear the brunt.

Last year, Huawei’s annual shipments of smart phones surpassed Apple’s and exceeded 200 million. This year, it will launch new models such as four-lens and folding machines, and the annual shipment plan will challenge 250 million. Although Huawei's mobile phones cannot be sold to the United States, due to the US-China trade war, they still face pressure from the United States to impose sanctions. Therefore, Huawei's main strategy this year is to do its utmost to improve the independent research and development capabilities and self-sufficiency of the chip, and reduce the US semiconductor factory. The degree of dependence.

■Using the Hais Kirin chip

In the second half of last year, Huawei produced a 7-nano Kirin 980 (Hi3680) application processor from TSMC. In addition to the Honor Magic 2/View 20 models, it also includes the Mate 20 full range of mobile phones and Mate X folding phones. The mid- to low-end phones codenamed Dubai and Jakarta still use the Qualcomm or MediaTek platform. However, according to the equipment industry news, Huawei will introduce an upgraded version of the TSMC 7+ nanometer Kirin 985 (Hi3690) using extreme ultraviolet (EUV) lithography technology in the second half of the year. In addition to the application of the new generation P30 series mobile phones, it also decided to speed up the low and medium. The speed of the mobile phone introduced into the Hisilicon Kirin platform.

■ Over 60% of the self-sufficiency rate in the second half of the year

According to industry sources, Huawei's mid- and low-end mobile phones, codenamed Seine and Seattle, will begin to import the Kirin platform. It is understood that Huawei's smartphones use less than 40% of their own Haisi Kirin platform, but in the first half of last year, they have increased to 45%. After the introduction of low-end mobile phones in the second half of the year, the proportion is expected to increase. Up to 60% or more.

Huawei's smart phone shipments continue to rise, and the use of its own designed Kirin platform, indicating that the proportion of mobile phones using Qualcomm and MediaTek will begin to decrease in the future. The legal person pointed out that Huawei's smart phone global shipments have surpassed Apple and closely followed Samsung. The progress of 5G modems and application processors is a successful international model for overtaking. Huawei is trying to improve its self-sufficiency rate. MediaTek, which is raising the shipment of mobile phone chips this year, is probably not a good thing.

In order to improve the penetration rate of its own Kirin platform, the equipment industry has reported that Huawei will greatly increase the amount of 7 nanometers invested by TSMC in the second half of the year. It is estimated that the monthly increase of 8,000 or so 7 nanometer orders will be made in the third quarter. It is estimated that the number will increase by 5.0-55,000. Compared with Apple's 7nm application processor, the number of applications will continue to be revised. HiSili is expected to become the largest customer of TSMC 7nm.