Asia Centric by Bloomberg Intelligence
Huawei’s Surprise Chip Raises Stakes in Tech Clash
Sep 29, 2023
Huawei's new smartphone powered by a China-made processor reveals China's tech advancement. The US-China relationship and its impact on Apple's investment stake in China are discussed. The importance of semiconductors for Huawei and China's progress in closing the technology gap are explored. The release of Apple's iPhone 15 and its features are highlighted. Leading Asian chip companies and challenges they face are discussed. The shift in Apple's production and its geopolitical impact are analyzed.
27:13
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Quick takeaways
- China's tech advancements, as demonstrated by Huawei's homegrown processor, have revealed that its tech savvy is more advanced than many believed, escalating global tensions.
- The profitability of chip production by SMIC, the manufacturer of Huawei's latest phone, raises questions about its ability to make money based on chip quality and yield management.
Deep dives
China's Technological Advancements: The Rise of Huawei's Mate 60 Pro
The podcast discusses how US-led sanctions on Chinese technology firms aimed to create a barrier between China and the advanced smartphone components. However, Huawei's latest smartphone, the Mate 60 Pro, shocked everyone by featuring a Chinese homegrown processor, indicating China's progress in narrowing the gap with the West. The podcast highlights the surprise of discovering the level of Chinese technology within the phone, particularly the modem on the APU. It explains the significance of a 7-nanometer chip and how it allows for more transistors, resulting in increased performance. It also reveals the West's underestimation of China's progress and compares the chip's performance to other leading smartphones.
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