Just before U.S. Secretary of Commerce Raimondo’s visit to China, a domestic mobile phone company suddenly announced the launch of domestic 5G mobile phones. At this special point in time, perhaps to beat the United States, it shows that Chinese chips have made great progress. The domestic chip industry chain has been further improved.
This domestic mobile phone company has been under pressure from the United States for several years. As a result, although it has leading 5G technology, it can only launch 4G mobile phones. As a result, its mobile phone shipments have plummeted by more than 80%. However, the company has achieved a strong rebound. The data in the second quarter shows that its mobile phone shipments in the domestic market soared by 70% year-on-year, an increase that surpassed that of Apple.
However, the mobile phones it launched at that time were all 4G mobile phones, which is quite a pity. However, the company has been working hard to promote the mass production of 5G chips. Performance improvements.
The progress of the domestic chip industry chain also provides support for the mass production of 5G chips. It has been rumored that the domestic 28-nanometer lithography machine will be mass-produced, and the domestic etching machine has reached more than 5 nanometers. The key to chip manufacturing accounts for more than 40% of chip equipment. The breakthrough of key chip equipment provides support for the mass production of domestic 7-nanometer technology.
The industry speculates that the new domestic 5G chip may be produced by the domestic 7-nanometer process, coupled with chip stacking technology, thus approaching the performance of the 5-nanometer process. The manufacturing process has reached a fairly advanced level, which also means that the chip stacking technology has really been applied. Although it is behind the ARM V8 architecture, it can achieve performance close to that of the ARM V9. This is a huge improvement for domestic chips.
In recent years, the United States has been taking measures to prevent the development of Chinese chips, and even wins over the Netherlands and Japan, trying to prevent China's chip manufacturing process from exceeding 40 nanometers. The domestic chip industry chain is advancing steadily.
Among them, the lithography machine, one of the key equipment of chip equipment, the Netherlands' ASML has rapidly shrunk its exports to China since the second half of 2022. In the first quarter of 2022, its revenue from the Chinese market accounted for more than 30%, and by 2022 In the third quarter, it suddenly dropped to 10%, and in the first quarter of this year, it was further reduced to 8%. However, in the second quarter of this year, the proportion of ASML's revenue from China suddenly increased to 24%, which was three times higher than that in the first quarter.
The industry speculates that ASML may have discovered that China's domestic advanced lithography machine has really reached the stage of mass production, trying to seize the time window to earn as much income as possible from the Chinese market, and now the 5G chip launched by the domestic mobile phone company seems to be more advanced. It further confirmed the major breakthrough in the domestic chip industry chain.
However, it may take into account the influence of many factors, such as the current unstable production capacity and low yield rate, so it has not been mass-produced or announced to the public, but quietly launched 5G mobile phones by the domestic mobile phone company. , Let the relevant countries find out the truth by themselves.
China's chip industry has always had a solid foundation, and the Chinese are also highly talented in technology research and development. This can be seen from the many Chinese engineers in the US chip industry, and China has so many talents. It is indeed hopeful that a major breakthrough in chip technology will be achieved in a short period of time, just as Bill Gates, the American billionaire, and Huang Renxun, the founder of Maxic giant NVIDIA, predicted that restricting the supply of chip equipment to China will instead prompt China to accelerate the development of advanced chip technology. Get proven.