Lack of core! Lack of core! Lack of core! How to deal with this century's problems?

The shortage of chips will continue in 2022. As the year is approaching, mobile phone manufacturers have held emergency meetings. There are only two choices before them: hoarding goods or making cores.

On the other hand, Samsung Mobile believes that the "chip shortage" will continue next year, and plans to sign an annual contract with suppliers to increase the chip reserve from 2 weeks to 4 weeks.

On the one hand, OPPO announced "core-building", the R&D team of 2,000 people has been put in place, and Xiaomi has also established a chip company.

In the face of this crisis, global mobile phone manufacturers have accelerated their actions.

Samsung hoards goods, Xiaomi OPPO makes cores.

Global manufacturers respond urgently.

Recently, it was reported that due to the shortage of chips, the production of Samsung smartphones was blocked. Samsung Mobile believes that the "chip shortage" will last until 2020. Samsung executives agree that ensuring chip supply is the key for Samsung to achieve its annual sales target.

To this end, Samsung Mobile plans to sign an annual contract with suppliers and reserve the number of chips around. In the past, Samsung always stored the number of chips for two weeks.

According to insiders, Huawei also urgently added orders in TSMC, involving 8 million Kirin 9000 series chips, but it is also a drop in the bucket.

Another batch of mobile phone manufacturers have stepped up their efforts to build cores.

Recently, OPPO officially announced that it will release the first self-developed chip on 14. It is said that its first self-developed chip will be located in an independent NPU (Neural Network Processor), manufactured based on the 6nm advanced process EUV process, and manufactured by TSMC.

As a core builder, OPPO hired executives and engineers from suppliers MediaTek and Ziguang Zhanrui, and also contacted talents from Qualcomm and Huawei Hisilicon. According to reports, the OPPO chip team currently has more than 2,000 people, mostly from Qualcomm and Intel, and completed the streaming in June this year.

In addition to OPPO, Xiaomi and vivo also released self-developed chips. Xiaomi has previously launched a self-developed S 1, and vivo has launched an ISP chip V 1.

Xiaomi's core manufacturing business has made new progress recently. Xuan Jie Science and Technology, which cost 65.438+0.5 billion yuan, has become another tentacle of Xiaomi in the chip industry. In order to speed up the core-making, Xiaomi once dug corners from ZTE and Ziguang Group. Lu has previously said that the most lacking in the mobile phone field this year are processors, screen drivers and charging chips.

Judging from a series of actions of mobile phone manufacturers, the lack of core has seriously threatened their shipments. Due to insufficient supply of chips, Apple's delivery time was delayed and iPhone shipments were lowered. Xiaomi, OPPO, vivo and so on. It also reduced the supply, with a maximum of 25%.

Domino effect is transmitted to industrial chain

Multi-hand layout of core and core making

At present, the world is experiencing the longest and widest chip shortage due to epidemic situation, surge in demand, power restriction policy and other factors.

The shortage of chips occurs every three to four years, but most of them can be alleviated within a few months. However, this chip supply crisis lasted for one and a half years from the spring of 2020 to the autumn of 20021.

Deloitte, an accounting and consulting firm, predicts that the shortage of chips will last at least until 2022, which will affect the overdue delivery of some components. Some insiders even believe that this situation will not turn around until 2023.

Dominoes lacking core are also being transmitted to the whole industrial chain. According to a research report by Goldman Sachs, the chip crisis has affected 169 industries. Besides cars, mobile phones are the most seriously affected industries.

Throughout the world, although TSMC, Samsung and SMIC have invested in expanding wafer production capacity, mobile phone chips are still in short supply due to the surge in global demand and the impact of the epidemic.

"Due to the lack of mask aligners, many chips cannot be mass-produced. At present, the most important consumable photoresist in the industrial chain is often in short supply. Under the high threshold, even if many enterprises enter, it is difficult to achieve real manufacturing. Huawei is one of the few companies that can independently develop various chips, such as HiSilicon Kirin, Ba Long and Kunpeng. , but it is mainly engaged in chip R&D and design, and most of the manufacturing is done by TSMC. At present, many enterprises are only in the field of chip design, and upstream manufacturing is monopolized, resulting in serious deficiencies. " Ziguang Zhanrui said the above person.

He believes that "chip manufacturing is not achieved overnight, and IT is difficult to break through quickly, and the interruption of supply makes the entire IT terminal manufacturer have a strong impulse to replenish inventory. Core-making and core-making can be carried out at the same time, effectively adjusting to tide over the difficulties. "

(Editor Shangguan Menglu)