Since September 15, Huawei’s chip supply has been cut off. The Mate 40 series phones will use the Kirin 9000 chipset manufactured before the ban.
Huang Haifeng, a senior independent analyst in the communications industry, said in an interview a few days ago that there are approximately 10 million units of Kirin 9000 chips in stock. About 10 million Huawei phones can use this chip, and the inventory can last for about half a year.
However, when inventory runs out, Huawei’s mobile phone business, especially its high-end segment, will soon face significant challenges.
Today, industry insider Mobile Chip Master also revealed similar information: Huawei’s total 5nm wafer count is approximately 22,000, of which about 400 are good dies.
Based on this calculation, Huawei’s 5nm Kirin 9000 chip inventory is about 8.8 million units, which is closer to the previous forecast.
Earlier reports stated that the Huawei Mate 30 series has been on the market for over half a year and has sold more than 10 million units. Based on this estimate, the Mate 40’s inventory can support six months of sales.
It is worth mentioning that in a video blog, Richard Yu promised that the Huawei Mate 40 series will be released as scheduled.
In addition, the Kirin 9000 chip will be the industry’s first 5G SoC manufactured using a 5nm process. Unlike Apple’s A14 Bionic chip, the Kirin 9000 integrates the 5G modem directly into the chip. Richard Yu previously stated that the Kirin 9000 will offer more powerful 5G and AI capabilities, as well as stronger NPU and GPU performance.