TSMC cut off Huawei s supply on September 15, what should Huawei do?

There are many ways, first of all, the inventory of 5nm chips is enough for the Mate40Pro version, and secondly, the large-scale purchase of MTK's high-end chips, and again, it has been negotiated with Qualcomm to purchase Qualcomm's high-end chips, so Huawei's products will not be broken, and Kirin is also waiting for the opportunity.

You can only use MediaTek,Although Qualcomm is applying for **,It is estimated that it will not get a license,First of all, Qualcomm's original production capacity is not very high to meet large customers such as Xiaomi first,Huawei will not be cheap even if it can get the goods, it will not be timely,Secondly, to prevent Huawei from reselling after all, there is a criminal record。

With inventory, during this time, TSMC rushed to Huawei to drive out a lot of chips, at least mate40 can still use Kirin, and the rest of SMIC will be foundry 710e It seems to be this model, and the rest are used by others, there are already models with MediaTek, and the rest is still considered by Samsung, Qualcomm is also eyeing the application to cancel the ban on Huawei.

It is no longer possible to produce high-end Kirin chips, because the high-end ones are currently only available by TSMC, but Qualcomm or other chips can be used.

Huawei has announced that HiSilicon Kirin chips have been temporarily discontinued, and SMIC's TJ technology cannot keep up with Samsung and TSMC.

Officials have said that other brands of chips should be used, such as; MediaTek, Qualcomm.

TSMC is a semiconductor manufacturing company located in Taiwan, with advanced technology, has a very large international influence, as we all know, Huawei is a perennial big customer of TSMC, but some time ago TSMC suddenly announced that it would cut off the supply to Huawei, which made many people puzzled and angry.

The fact that TSMC cut off the supply to Huawei is because the United States has imposed sanctions on Huawei and issued a ban on Huawei, which specifies that any company that uses American technology in the chips sold to Huawei must request the U.S. Department of Commerce, and the U.S. Department of Commerce agrees to sell the chip to Huawei.

Although TSMC is a Chinese company, it is also helpless, TSMC uses American technology in the technology of manufacturing chips, andMany of TSMC's main economic customers are U.S. companiesIn fact, the United States issued this banThe side hit TSMCIf TSMC chooses to continue to supply to Huawei, it is likely to be sanctioned by the United States, and if TSMC's American customers cut off commercial exchanges with TSMC at this time, TSMC will bear a lot of economic pressure. However, TSMC chose to cut off the supply to Huawei, and there is also a certain economic loss, after all, Huawei is also a well-known and influential mobile phone brand in the world, so TSMC has no choice but to cut off Huawei's supply.

The United States has been cracking down on and suppressing China's development recently, but we have no way to deal with it, many Chinese companies are using American technology, and their technology is indeed advanced, and we have to say that we must swallow this for the time being. But our Motherland will definitely grow stronger, no longer afraid of US sanctions, and capable of countering the United States.

Napoleon once said that China is a sleeping lion, and when he wakes up, the whole world will be shocked.

Because TSMC itself is a Taiwanese company, it is natural to provide Huawei with it, but because most of TSMC is ordered by the United States, the threat of the United States makes him helpless.

TSMC cut off Huawei's supply is indeed a helpless move, because most of TSMC's equity is in the hands of Americans, and TSMC's technology mainly comes from the United States.

Because Huawei is a big customer of TSMC, from TSMC's point of view, he naturally does not want to lose Huawei as a customer. But TSMC is behind the scenes, but the United States, there is no choice but to follow the orders of the United States.

The main reason why TSMC cut off Huawei is the interference of the United States.

Huawei is TSMC's second largest customer and generates a considerable part of TSMC's revenue every year, so TSMC will never take the initiative to terminate its cooperation with Huawei. As we all know, in recent years, the United States has been using various means to suppress Huawei, from banning Huawei's equipment to putting pressure on Huawei's relevant partners, and even constantly lobbying other countries to impose sanctions on Huawei. It can be said that Huawei is currently facing considerable difficulties in the face of competing with the world's largest economy.

TSMC is currently the world's largest chip manufacturer, and such companies are deeply affected by economic globalization. It is reported that TSMC's production line has applied a lot of American equipment and technology, and if it does not cut off the supply to Huawei in accordance with the US ban, then TSMC's partners in the United States will have to continue to stop cooperating with it, which will deal a serious blow to itself. It can be said that even if it continues to supply Huawei, TSMC under US sanctions will not be able to provide Huawei with the best chips in quality and quantity.

Of course, theoretically, TSMC can establish a production line that is completely devoid of American equipment and technology, but according to the calculations of relevant people, according to the current situation, it is difficult for TSMC to establish such a production line within ten years, which means,Once suppressed by the United States, TSMC will definitely die.

On the other hand, from TSMC's point of view, although Huawei is TSMC's second largest customer, the loss of Huawei will not have as much impact on TSMC as we imagined. If Huawei loses American customers or other international customers affected by the U.S. ban, it is tantamount to losing watermelons and picking sesame seeds.

Of course, TSMC will not easily give up Huawei as a customer, TSMC spokesperson has repeatedly said that the supply cut is only in accordance with the current US ban, and cooperation with Huawei will not be interrupted in other areas not mentioned in the ban, and once the ban changes, TSMC will also change the relevant plan in a timely manner.

Because TSMC's technology comes from the support of the United States, when the United States wants to take Huawei hostage, TSMC does not ask for consent, so naturally it cannot use American technology on Huawei chips. However, Huawei, as a major customer of TSMC, TSMC has also actively communicated with the United States, hoping to continue to support Huawei.

Because the United States has given relevant bans, TSMC also has to follow the instructions.

As the world's No. 1 wafer foundry, TSMC's role for various chip manufacturers is undoubted. The role of the foundry is to make the designed chip, which is the last step of chip manufacturing: making the chip.

It can be said that if there is no wafer foundry, then the designed chip drawings are completely useless. So why is TSMC currently the best foundry in the world? Will TSMC have a big impact on Huawei?

I think TSMC's strengths are as follows. 1.Market share.

Because the technology is relatively advanced and TSMC has a good relationship with the United States, it will not be subject to import restrictions on lithography machines, which is why TSMC can achieve such a large production capacity. At present, TSMC is doing OEM for Apple, Qualcomm, MediaTek and Kirin chips, with a market share of almost 60%. Such a huge market share makes TSMC's revenue the first semiconductor design company.

2.TSMC has the most advanced chip manufacturing technology in the world. TSMC's technical reserves are very sufficient, and now it is in the foundry production of 5nm chips, it can be said that TSMC's technology represents the most advanced technology of mobile phone chips at present, and only Samsung Semiconductor can compete with TSMC in the world.

3.Talent pool. Because it is the best semiconductor company, TSMC is naturally able to attract a lot of technical talents to help the company grow stronger, talents want to go to TSMC, and TSMC also wants talents, and a win-win situation has been achieved.

Under pressure from the United States, TSMC may not produce for Huawei in 2021, if so, then Kirin chips may not exist in the future. This is because there is no wafer foundry, and no matter how powerful the chip designed by Huawei is, it can only exist in the drawings. Therefore, without TSMC, Huawei's chip manufacturing will be difficult to move forward.

TSMC announced that it would completely cut off the supply of Huawei chips on September 14, which created a major blow to Huawei, which is likely to cause many of Huawei's mobile phones to be unable to be launched as scheduled.

Self-developed lithography machineSelf-developed optical technology machine is the most fundamental and effective way for Huawei to want chipsLast year, China has ordered one of the world's most advanced lithography machines in the Netherlands, but due to the obstruction of the United States, this order has completely failed, and China can not buy lithography machines, so it can only carry out self-research and development, which is very difficult and costly, but at this time,Toshiba, once the boss of the semiconductor industry, has promised to help Huawei. It is hoped that Huawei's 8 million chips can support the success of its self-developed lithography machine.

Dimensity chipsThe use of Dimensity chips is also Huawei's plan B, and the current Dimensity chips are also very good, and the performance is not inferior to the Kirin 990 and Snapdragon 865. Moreover, the Tianji chip is also a domestically developed chip, so there is no need to share technology with Qualcomm. In the future, Huawei's 8 million chips will be exhausted, and Huawei's mobile phones are likely to use Dimensity chipsNow the Dimensity chip has been initially used in vivo and OPPO mobile phones, and the response is still good, and the performance is also very good.

TSMC helped TSMC Although it is about to cut off the supply of chips to Huawei, he is now working hard to help HuaweiTSMC is doing its best to help Huawei produce chips, and even pushed off the chip processing of several other major manufacturers, so that Huawei has more chip reservesLet Huawei buy more time to solve the chip ** problem,At the same time, TSMC's legal team is looking for loopholes in the U.S. supply cut clause, and if there is a loophole, it is likely to use other methods to make chips for Huawei**.

Huawei's path is difficult, and it needs more time to save itselfWith so many brothers around him who have helped him, I believe that Huawei will succeed in saving itself and making China's technology at the forefront of the world.

If Huawei wants to deal with the crisis of TSMC's supply outage, it must actively develop new technologies and independently develop this core technology, so that it does not have to be controlled by others!

You can give discounts and orders and talk about cooperation with TSMC, if not, then you can only rely on yourself, cooperate with other companies or open a chip processing factory by yourself.

Huawei has to look for other manufacturers and find accessories suitable for its own products, so that it can deal with this crisis.

TSMC announced a complete cut off of power supply to Huawei. Is this a fatal blow to Huawei? We were all deceived!

If we want to say that there are better phones in the world now, China's Huawei will also be on the list. After all, China's Huawei has opened the world's 5G era, and people can enjoy a more convenient life. However, Huawei is good at everything in China, but there is also one biggest flaw, that is, the chip part of the mobile phone, China's Huawei has not won yet, and some overseas countries have also seized Huawei's flaws and launched crazy attacks on Huawei, which has a great impact on Huawei.

When it comes to chip casting, we have to mention TSMC. TSMC ranks first in the world in terms of chip OEMs. So before, Huawei's chips were provided and produced by TSMC, and TSMC also gained a lot of benefits because of Huawei.

However, due to the influence of the United States, TSMC announced that it would not continue to provide 7nm and 7nm chips to Huawei after September 14, which is undoubtedly bad news for Huawei. After all, the chip is an important part of the phone. However, the suspension of TSMC's cooperation will affect Huawei's market in the field of 5G communication chips, but the impact will not be fatal.

Without TSMC, Huawei's development will definitely suffer, but it will not stand still. At first, because you are too worried about Huawei, you may think that without TSMC, Huawei will suffer. Now the truth is out.

You've been deceived by Huawei's superficial situation, so now you don't have to worry too much. Huawei still wants a better way.

After all, TSMC is not the only OEM factory in the world. TSMC is just strong, but they are not willing to help us. Huawei will also look for other chip processing plants.

In fact, SMIC can also OEM 5G chips for Huawei. However, it has several drawbacks, namely that it is relatively expensive and technically limited by the United States, so it is not the best choice for Huawei. Therefore, Huawei is still looking for a relatively suitable chip foundry company.

At present, Huawei has only found two chip foundries that are more suitable, more capable, and not limited by American technology, namely Japan and Samsung, one of which is Japan. The reason is that while Japan has the ability, they do have it. They are more afraid of the United States, so they will certainly not risk offending the United States to help Huawei.

So Japan was excluded from the selection list. Now only Samsung remains, and Samsung is not sure if it will help Huawei, whether it will eat this cake at the risk of being threatened by the United States. Although the cake is sweet and delicious, it is not small to eat it.

If the United States finds out about it, it will suffer. It is estimated that the game between them makes Samsung very crazy.

But no matter what Samsung chooses, I believe Huawei is ready for the next step. We also believe that Huawei will be able to overcome one difficulty after another.