Final yr, Huawei was confronted with an infinite process of discovering a substitute for Google Apps. Its resolution was to develop Huawei Cell Companies and investing in its AppGallery app retailer. However subsequent yr, Huawei will face an excellent larger problem – chipsets. With TSMC barred from manufacturing chips for Huawei’s chip subsidiary – Hisilicon, the corporate will probably be pressured to search for options very quickly.
Based on an business insider on Weibo, Huawei’s flagship smartphones in 2021 could possibly be powered by a 5nm chip from a 3rd occasion vendor. The insider didn’t increase on his remark however the most probably contender for Huawei’s chip provide needs to be none apart from MediaTek.
This remark by the insider is a bit complicated particularly when you have been studying reviews concerning the 5nm Kirin 1000 or 1020 that’s all set to launch this yr. However right here, he’s speaking about 5nm chips for Huawei’s 2021 flagships and never the upcoming Mate 40.
TSMC Can Nonetheless Provide Chips To Huawei Till September 2020
In Might 2020, the Trump administration added a brand new rule which barred abroad corporations from supplying elements to Huawei if it was made utilizing US expertise. Given how US gear performs an vital function in manufacturing semiconductor chips, this technically bars TSMC, SMIC, and even Samsung from manufacturing chips for Huawei. Nevertheless, the US has granted a grace interval of 120-days earlier than the rule takes into impact. So TSMC can proceed supplying chips to Hisilicon till September 15, 2020.
There was additionally a current report which mentioned that Huawei has positioned an pressing order with the TSMC for 5nm chips. This implies Huawei’s upcoming Kirin 1000 or 1020 (title is but to be confirmed) 5nm chipset can nonetheless be manufactured by TSMC and launched on schedule.
However What About Huawei’s 2021 flagships?
Until the US authorities extends the grace interval after September, TSMC, or for that matter even the Chinese language SMIC can not manufacture chips for Hisilicon. This would go away Huawei with very restricted choices. Another could possibly be to acquire 5nm chips from a third-party vendor in order that Huawei’s flagships subsequent yr are aggressive, even with out its personal Hisilicon chips.
Since Qualcomm is a US firm, it’s not a viable various. This leaves both MediaTek and even Samsung because the potential vendor of next-generation 5nm chips for Huawei.
Nevertheless it stays to be seen if Samsung or MediaTek can legally promote its personal chips to Huawei that’s manufactured utilizing US expertise. There are reviews which say TSMC and Samsung are establishing manufacturing traces with out US gear however we haven’t heard something concrete but.
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