The global foundry leader TSMC is far ahead of other competitors in advanced manufacturing processes, which has also made the competition between Chinese and American technology giants more and more fierce. HiSilicon, a subsidiary of Huawei, seized the market and challenged the kingship of Apple, the leading smartphone maker in the United States.

Apple slashed supply chain orders after iPhone and iPad sales in the Chinese market fell. Huawei's HiSilicon has an advanced investment in TSMC and excess production capacity, allowing HiSilicon to take the lead in the first half of 2019. Whether it can continue the business opportunities created by Huawei in the global 5G market, and jointly maintain its leading edge in the second half of the year, depends on It depends on the degree of development of Apple after recovery.

Huawei plans to go all out in the 5G era, and shipments of HiSilicon-related mobile communication chips are also developing, but it will take some time to defeat Apple's position in TSMC's customer list overnight. Judging from the current ratio of Huawei's mobile phone chip internal manufacturing (TSMC foundry) and outsourcing (Qualcomm, MediaTek and other manufacturers) ratio of 7:3, if Haitian wants to surpass Apple, Huawei's annual mobile phone shipments must first exceed 300 million units. The mark, that is to say, unless Huawei becomes the world's largest mobile phone brand, it will be difficult to surpass Apple in 2019 after deducting inventory adjustments and the impact of off-peak seasons.

Huawei's determination and perseverance to invest in chip research and development is beyond the imagination of the outside world. At this stage, Huawei's global 5G communication technical specifications and standards have given HiSilicon a strong momentum to launch chips at TSMC. Process technology development can be seen.

However, HiSilicon is also closely following, and there are even occasional signs of overtaking. It is clear that it is to cooperate with Huawei's strategic layout in the global 5G era. In the end, the semiconductor industry chain has changed and further changed the global chip market. .