On the 12th, another Huawei chip news circulated. A Weibo blogger broke the news that Huawei has officially launched the “Tashan Project” internally, and has begun to cooperate with relevant domestic companies to build a 45nm chip production line that has no American technology at all. .
It is reported that this production line is expected to be completed within this year, and it is also exploring cooperation to establish a 28nm independent technology chip production line.
What is the truth?
Huawei built its own chip production line?
Tashan plans to refresh the screen!
On August 12, it was reported that due to the sanctions imposed on the international environment, TSMC and others were unable to manufacture Huawei chips, resulting in the inability to produce Huawei chips. Huawei started the “Tashan Project” internally.
According to the information circulating, the strategic goal of this plan is very clear, that is, to break through the key links of various semiconductor industries including EDA design, materials, material manufacturing, process, design, semiconductor manufacturing, chip packaging and testing, etc., to achieve Fully autonomous and controllable semiconductor technology.
According to the news, it is preparing to build a 45nm chip production line without American technology, and is also exploring cooperation to establish a 28nm independent technology chip production line.
Recently, Yu Chengdong, CEO of Huawei’s consumer business, said that the Kirin series chips will no longer be produced after September. The Huawei Mate40 mobile phone released in September this year will become a “swan song” equipped with high-end Kirin chips.
Because of U.S. restrictions, Huawei will not be able to use any products involving U.S. technology to design and manufacture chips. But that doesn’t mean Huawei can’t buy chips from other manufacturers to keep its mobile phone product line running. Qualcomm and MediaTek are likely to become its chip suppliers.
However, according to surging news reports, a person related to Huawei HiSilicon said that they had not heard of the “Tashan Project” internally, and asked colleagues around them that they did not know. A person in the integrated circuit industry also said that the rumors are not reliable, “Is it easy to build a chip production line? At least half of the equipment materials still need to be imported.”
According to Jiemian News, at present, the aforementioned blogger who broke the news has deleted Weibo.
The so-called Tashan comes from the Battle of Liaoshen. At that time, Lin Biao, the commander of the Northeast Field Army, issued a combat order to Si Zong before the Tashan battle and said, “I don’t want the number of casualties, I just want Tashan.” Small tower hill. This arduous struggle created the famous Tashan Hero Group, and later the ace 41st Army. Now it seems that Huawei is facing a super-strong opponent, and there are new Tashans to guard.
What should I do if Huawei chips are cut off?
Not long ago, Yu Chengdong unexpectedly announced that Huawei will take root in semiconductors in an all-round way, and choose some difficulties to break through in the fields of EDA tools, chip IP, material equipment, IC manufacturing, and packaging. Yu Chengdong also specifically listed the EUV light source in a PPT, which is the core technology of the lithography machine.
“Whether it’s overtaking on a curve or halfway, we hope to take the lead in the third-generation semiconductor era. There is nothing that can’t be done in the world, just not enough determination and not enough investment.” Yu Chengdong said.
After TSMC was unable to OEM Kirin high-end chips for Huawei due to the ban, Huawei now urgently needs to find new chip supplies for its flagship mobile phones to fill the supply chain gap in its high-end product line. And they only have three choices: Samsung, MediaTek and Qualcomm.
MediaTek is the supplier of Huawei chips. Earlier this month, media reported that Huawei and MediaTek signed a cooperation intention and purchase order, and will purchase 120 million chips from MediaTek. However, MediaTek chips can be widely used in the mid-to-low-end market, but there is no guarantee that Huawei’s flagship will continue to maintain its hard-won competitiveness in the high-end market.
According to the brokerage China report, according to the information circulating on the Internet, the first batch of selected companies included Shanghai Microelectronics, Shenyang Xinyuan (Xinyuan Micro), Shengmei, North Huachuang, Zhongwei, Shenyang Tuojing, Shenyang Zhongwei Branch (Zhongke Instrument), Chengdu Nanke, Huahai Qingke, Beijing Zhongkexin, Shanghai Kaishitong (Wanye Enterprise), Zhongke Flying Test, Shanghai Ruili, Shanghai Jingce (Jingce Electronics), Keyi Hongyuan, Zhongke Jingyuan.
Among them, Xinyuan Micro has made the most progress. The company’s main business is glue development / lithography machine matching / physical cleaning / wet etching. On August 12, Xinyuan Micro also performed very well, bucking the market and rising nearly 13%.
Huawei confirms the establishment of a screen driver chip division
On the afternoon of the 11th, some media reported that Yu Chengdong, CEO of Huawei’s consumer business, had previously issued a notice to establish a Display-driven product business department. Huawei said that it did set up the department. It is known from the industry chain that Huawei is working on related projects as early as the end of 2019, and the first OLED Driver of Huawei HiSilicon is already in tapeout.
It is understood that the special driver chip for LED Display refers to the driver chip specially designed for LED display according to the luminous characteristics of LED. The functioning of the mind’s consciousness. However, in terms of screen driver chips, there are not many domestic companies with market positions.
At present, only Sanan Optoelectronics, Huacan Optoelectronics, Jucan Optoelectronics, Zhongying Electronics, Qianzhao Optoelectronics, Dehao Runda, etc. are listed companies that have research and development related to LED chips. Manufacturer of high-brightness LED epitaxial wafers and chips.
The Links: LQ057Q3DC11 GD25PJT120L3S
