After September 15th, Huawei’s chip supply has been cut off. The next Mate 40 series mobile phones will be equipped with the Kirin 9000 chip produced before the US ban.
Previously, Huang Haifeng, a senior independent analyst in the communications industry, said in an interview a few days ago that Kirin 9000 stocks are about 10 million pieces. About 10 million Huawei mobile phones can use this chip, which may last about half a year.
However, when the stocks are used up, Huawei’s mobile phone business, especially the high-end mobile phone business, will soon encounter huge challenges.
Today, industry insiders @Mobile chip master also gave similar disclosure: “Huawei’s 5nm wafers total about 22K, and about 400 good die.
Based on this calculation, Huawei’s 5nm Kirin 9000 chip stock is about 8.8 million, which is closer to the previous forecast.
Earlier news said that the Huawei Mate 30 series has been on the market for more than half a year, and sales have exceeded 10 million units. According to this calculation, Mate 40 stocks can support six months.
It is worth mentioning that in the personal vlog of the HDC 2020 conference officially announced by Huawei before, Richard Yu personally promised that the Huawei Mate 40 series will be released as scheduled.
In addition, the Kirin 9000 chip will be the industry’s first 5nm 5G Soc. Unlike the Apple A14 Bionic chip, the Kirin 9000 directly integrates the 5G baseband into the chip. Richard Yu said earlier that Kirin 9000 will have more powerful 5G capabilities, AI processing capabilities, and more powerful NPU and GPU.