Recently, the market research company IC Insights released its forecast of the top 15 global semiconductor revenue in 2020. Among them, Intel, Samsung, and TSMC are in the top three, NVIDIA, MediaTek, and AMD are in the top five, while Huawei HiSilicon falls out of the top ten.
It’s worth noting that in August of this year, IC Insights announced the ranking of the world’s top 10 semiconductor companies for the first half of 2020. Huawei HiSilicon surpassed MediaTek and ranked tenth. Now, the tenth place replaced by MediaTek is MediaTek. It is reported that MediaTek will rely on 5G chips are selling well, and revenue has increased by 35% year-on-year, rising from 16th to 11th, which is close to occupying the previous position of HiSilicon.
In just six months, the chip market has continued to reshuffle, and HiSilicon has fallen out of the top ten market share. The reasons are well known to everyone. Today’s Huawei, affected by the US ban, has been unable to purchase 5G chips from outside. At present, HiSilicon can only focus on chip design. Affected by the US ban, Huawei’s original partner TSMC has been unable to make foundry for a long time. After Huawei’s chips could not be manufactured, many models began to be out of stock, including Kirin chips for the mobile phone market and Barong baseband chips. The difficulties and challenges Huawei faces can be imagined.
Last year, Huawei once became the world’s second largest mobile phone manufacturer, with a domestic share of 5G mobile phones reaching more than 50%. Now that it has sold its Honor business, it is difficult for Huawei to return to the second position in the world. If the Kirin chip continues to be unable to produce, Huawei’s mobile phones may have to choose manufacturers such as Qualcomm or MediaTek for cooperation. There have been news in the industry that Huawei may consider expanding from chip design to having its own chip manufacturing line. If the plan goes ahead smoothly, Huawei HiSilicon will fully enter the chip manufacturing field in the future, and the impact of the ban will no longer be a problem.