As we all know, because of the external situation, in the chip field in recent years, everyone is talking about domestic substitution.
So we can see that the Internet is full of all kinds of domestic breakthroughs, such as 3nm etching machine breakthroughs, 3nm EDA software breakthroughs, lithography machines, closed test breakthroughs, design breakthroughs.
The key point is that most of these breakthroughs are concentrated in the field of advanced technology, and it seems that only breakthroughs and substitutions in advanced fields are something to be proud of. As for low-end products, they seem to dislike them a little bit.
However, Ren Zhengfei said recently that in the past three years, Huawei has successfully completed the replacement development of 13,000 + devices and the repeated replacement of 4000+ circuit boards.
And we all know that Huawei can not be replaced on high-end chips at present. For example, after the Kirin chip became a masterpiece, it used Qualcomm chips, and did not say that it would be replaced.
In other words, the replacement of these 13000 + devices is more concentrated in the low-end field than in the high-end field.
To tell you the truth, I think Huawei is the most correct way to replace domestic products, starting from the low end, replacing all that can be replaced, and then slowly moving forward to the high end.
Just look at building the house, first lay a solid foundation, and then build 30 or 40 floors, instead of not laying the foundation at the beginning, starting from the 30th floor, do you think it's possible?
The chip industry is the most complex industrial chain in the world, and it is interlinked. Upstream there are EDA/IP, semiconductor materials, semiconductor equipment, and so on, while the middle reaches are chip design, manufacturing, packaging, testing. Downstream is a variety of chip products, as well as a variety of downstream electronic products.
In fact, we are at a disadvantage in this upper, middle, lower and lower reaches, and there are many courses to be taught, such as EDA/IP, semiconductor equipment, semiconductor materials, manufacturing and other fields, which lag behind the global leading level.
We should recognize ourselves clearly, make up the lessons owed, lay a solid foundation, start from the low end, slowly accumulate, and then move to the high end and grow with the industrial chain. only in this way can we have a solid foundation so that we are not really afraid of getting stuck.
However, many people think that there is no problem at the low end, we have not been able to handle 14nm, so no matter what is above 14nm, we need to replace the high-end, those below 14nm, but in fact, how can there be such a simple thing? There is no substitute for the low end, so I want to replace the high end first. what good thing do you think?
Therefore, Huawei has set an example for other manufacturers this time. Don't aim too high instead of the high end, start from the low end, take your time, replace the low end first, then the high end, step by step.
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