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The Implications of Huawei's Latest Mobile Chip for Semiconductor Manufacturing Process Advancements in China

  • Report

  • 7 Pages
  • October 2023
  • Region: China
  • Market Intelligence & Consulting Institute (MIC)
  • ID: 5899113
On August 29, 2023, Huawei launched its new high-end flagship smartphone, the Mate 60 Pro. The application processor chip, Kirin 9000S, featured in it is produced using SMIC's 7-nanometer process. This demonstrates that China, through SMIC, has gained the manufacturing capacity for advanced semiconductor processes. This report analyzes the technical aspects of SMIC's 7-nanometer advanced process, estimates its actual production capacity, and explores the impact of this development on the global and Taiwanese semiconductor industry.

Table of Contents

1. The New Rollouts of Huawei and SMIC
1.1 The Huawei Mate 60 Pro: High-End Flagship Smartphone Sparks Global Attention
1.2 Kirin 9000S Reveals SMIC's Ability for 7nm Process Mass Production

2. Analysis of SMIC's 7nm Process Technology

3. Estimation of SMIC's 7nm Process Production Capacity
3.1 Equipment Sources and Factory Locations for SMIC's 7nm Process
3.2 Estimation of SMIC's 7nm Process Capacity Based on Huawei Mate 60 Pro Sales Target

4. Analyst's Perspective
4.1 China Has Established Stable Advanced Process Capabilities, But Production Capacity Still Constrained
4.2 The US Continues New Export Controls
• Appendix
• List of Companies
List of Figures
Figure 1 Illustration of SADP Process

Companies Mentioned (Partial List)

A selection of companies mentioned in this report includes, but is not limited to:

  • AMD
  • ARM
  • ASML
  • Biren Technology
  • Bloomberg
  • HiSilicon
  • Huawei
  • MinerVa
  • Moore Threads
  • Nvidia
  • SMIC
  • TechInsights
  • TSMC
  • UMC

Methodology

Primary research with a holistic, cross-domain approach

The exhaustive primary research methods are central to the value that the analyst delivers. A combination of questionnaires and on-site visits to the major manufacturers provides a first view of the latest data and trends. Information is subsequently validated by interviews with the manufacturers' suppliers and customers, covering a holistic industry value chain. This process is backed up by a cross-domain team-based approach, creating an interlaced network across numerous interrelated components and system-level devices to ensure statistical integrity and provide in-depth insight.

Complementing primary research is a running database and secondary research of industry and market information. Dedicated research into the macro-environmental trends shaping the ICT industry also allows the analyst to forecast future development trends and generate foresight perspectives. With more than 20 years of experience and endeavors in research, the methods and methodologies include:

Method

  • Component supplier interviews
  • System supplier interviews
  • User interviews
  • Channel interviews
  • IPO interviews
  • Focus groups
  • Consumer surveys
  • Production databases
  • Financial data
  • Custom databases

Methodology

  • Technology forecasting and assessment
  • Product assessment and selection
  • Product life cycles
  • Added value analysis
  • Market trends
  • Scenario analysis
  • Competitor analysis

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