Huawei announced that it will hold a speech on September 3 during IFA 2020 in Berlin. In addition to the release of the new flagship Mate 40 series, Huawei’s latest Kirin 9000 processor will also be unveiled.
Due to the US ban, this chip may become Huawei’s last self-developed mobile phone chip. The Kirin 9000 is produced by TSMC’s 5nm and is the world’s first 5nm process smartphone SoC, which is faster than Qualcomm and Apple.
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Supply chain news pointed out that, in response to the US ban, Huawei has increased TSMC’s 5nm production volume, pre-stored Kirin 9000 inventory, and squeezed TSMC’s 5nm production capacity. TSMC will ship all relevant chips to Huawei before September 14.
TSMC Chairman Liu Deyin said at the July Legal Conference that they will no longer ship to Huawei after September 14 and will not accept new orders from Huawei. Yu Chengdong also stated on August 7 that due to US sanctions, Huawei’s Kirin series chips cannot be manufactured after September 15.
Huawei is TSMC’s second largest customer and contributed approximately 15% to 18% of TSMC’s revenue in 2019. The supply chain pointed out that in the face of US technology restraint, Huawei had prepared as early as last year to book TSMC’s 5nm production capacity in advance, and Kirin 9000 was listed as a priority.
The U.S. Department of Commerce has a series of policies, not only that MediaTek may not be able to ship Huawei, but Huawei’s Kirin series chips are also unavailable. It is reported that Huawei has another “Kirin 970” series produced by TSMC 10nm.
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