Huawei may exchange Samsung's supply of chips at the cost of selling mobile phone shares
Posted Jun 15, 2020 • 2 min read
Technical Editor:Zong En SiFou Office
SegmentFault thought to report public number:SegmentFault
According to news from foreign media, Huawei and Samsung are discussing a possible agreement involving chip foundry.
Affected by the US "ban", TSMC may not be able to manufacture OEM chips for Huawei since September this year.
Foreign media said that Huawei's current chip inventory is only sufficient until April next year. Under such circumstances, Huawei may reach an agreement with Samsung to help Samsung produce 5G network chips, but it may need to take its own mobile phone market share. Give back some in return.
Moreover, foreign media also emphasized that this plan is highly successful because Samsung is more dependent on mobile phone business than Huawei. For Huawei, telecommunications equipment business is more important than mobile phone business.
However, some experts analyze this news as nonsense.
Taiwanese media also reported last month that Huawei urgently purchased chips from TSMC. Among them, 5nm mainly produces Huawei's next-generation flagship mobile phone Kirin 1020 mobile phone chip, and the 7nm enhanced version is to produce 5G base station processors, making TSMC's related production capacity full.
In addition, Japanese media also reported that Huawei has reserved US key chips that can be used for up to 2 years, including products from companies such as Xilinx and Intel. Huawei has increased Xilinx's FPGA(Field Programmable Gate Array) inventory, which is an important chip for communication base stations.
And a very important point is that if Samsung wants to manufacture chips for Huawei, it must have an independent chip production line without the use of US "control" technology, which will undoubtedly increase costs, and even if Huawei gives up market share, Samsung can get? Obviously not that simple.