Huawei HiSilicon Production Shut Down
Huawei HiSilicon chips are no longer being manufactured or supplied to HiSilicon by its manufacturing foundry partners as of September 15, 2020, multiple China sources confirm.
Huawei Hisilicon is the most widely used SoC (System on a chip) in video surveillance products, including for most China-made products. While Hisilicon usage has already been undercut by the NDAA (see IPVM's NDAA whitelist), separate US government action has now shut down Huawei Hisilicon chip production entirely.
In this post, we examine the impact of this shut down, why it is unlikely to be immediately disruptive, and what the longer-term ramifications may be.
120 *** ********** ****** ****
**** ****** **** ** *** ** Department ** ********'******* ******* ************ ******* *** ** ** ********** to *********** *** ****** **** **** into ****** ** *** **, ****** companies *** **** ** ****** ********** already ****** ****** *** **** **** into ******'* *****. *** ********** ****** is *** ****, **** ***** ***** reporting****** ************* ************* ******* (****), * ******* **** ***** **** of ********* *****, ********** ********* *** ******** ******'* *****.
Video ************ *** **** ********
********* ** *** ** ****** ****** new ***** ************ *****. ***** ***** reports **** ******* **** ***** *** end ** ********** ***** ***** ** Huawei ** ****-***** *** *** ********** products, ***** ******* *********** ** **** ***** ************ ***** are ***** ****.
Price ****** ** ***** ************ *** *** ***** ***** *************
******* **** *** ********* ******* ***** manufacturers *** ****** ***** ********* *** HiSilicon **** ** ****** ******* **** and **** ********.******, * ***** ** ***********, ************* ************ *** ***** **** ********** or **** ** *****. ***-***** ***** **** *** ****** used ** **** ****** *** **** ($22 ***) *** *** *** ****** around *** **** ($** ***). *********'* high-end ******* **** ***** **** **** 500 ($** ***) ** **** *,*** yuan (~$*** ***). ** **** ****** is *******, ** ***** ***** ************ manufacturers ***** *** **** ****** ***** the ******* ***** ****** ** ******* themselves.
Stable ****** / ********* *** ***** *************
****** ********** ********** *** ******** **** *****, ********* had **** ********* ** **** ***** as ******** *** ********* **** ***** and ********* **** ******** **, **** industry ******* ****** *** ********* ***** have * **** ** **** ***** held. **** ***** ***** **** ** millions ** ***** ** ****. ** such, ***** ************* ***** *** **** to ***** ******.
PRC ****** ***** **** "Huawei ***'* *** *** ** ********** ******* **’ ********"
* *** ****** *** ********* ** deadline, ****** *****, * *** ********** publication, ******* "****** **** *** *** *** ** chips ******* *** ** ******* ** kill **." *** ******* ******** ********, ** ******** ** *** ******* Academy ** *********** ** *******, *** claims "***** *** ******** *********** ********** on ***** **** * '******* ******.'" While *** ****** ***** ***** ******** of ***** ***** ************ **** ***** to ******* *******, *** ***** **** were **** ** *********, ***** ** significantly ****** *** **** ******* **** chip-making ********** ***** *** ******* ******* 5nm.
Huawei ******* ** ************ ********** ** ** *********
****** *** *** ********* ***** *** an *********** ******* *** *** *********** its *****. ***** ******* *** ****** has** ********* "**** *"*** ** ***** ****** ********* ** finding * ******** ******* **** *** make *** *****.
***** *****-******************* ************* ************* *********** (****), *****'* ******* *********, *** **** brought ** ** ** *********** ******** solution, **** *** **** ************* *** ****** ** ***** ********** by *** ** **********. ********* *****, ******** *** **** *** ************* ****-*** to *********** ********* *** **** ******** *****. *****, SMIC ******** *** ******** **** *** ** to ******** ********* ** *************** *** ******* ********. **** ******** seems ******** ** **** ** ***** with *** *** ******** ********* *** now **** **** *** ********** ******* supplying *********.
Future ** ********* *********
***** **** ***** ****** ************* *** confident ** ***** ********* *** *** as **** **** *** *** ****** to ********** ***** ****** **** *** last ****, ** ** ******* **** will ****** ** ****** **** *** as *** ***** ********** ********. *******, advances ** ****** **** **** *** be ********** ** ********* ***** ** new **** *** *** ***** **** for *** *********** ******. ** ********* chips ***'* ** *********, ******** ***** HiSilicon **** ** ** * ************ because **** **** *** ** **** to ******* *** **** ******* ** technology. ********* ***** **** *** **** have ** ****** ** ******** **** stock *** **** **** ** **** out **** ******* ** **** ****** upgrades ** *** ********.
**** *** * (*,*,*) ********* ******* ******* **** *** report *** ****** ******* **** ***** into ****** *** **** ********* *********/********* (like ****) **** ********* ******* ** the ** ********** ** *** *** permission ** ******** ** ****** ** Huawei.
**'* *********** **** *****'* **** ****** US/English ******** ******** ***** **** */** deadline *** ******. ** ***** ** because **** ******** *** ************** ****** ********** ********* *** ******* ******** ** *****, which ********* *** ********* **, ** people *** ******** ***** *** ******** paying ********* ** *** ******** **** just ******. ** *** ***** **** in *** ** *** ********, ****** is **** ******* ***-**-*** *** **** people.
*'* ******* ********** ** *** ***** chip. ** ** *** **** *** used ** *** *******?
**, ***** ***** *** ******'* ******** phone ***** *** ****'* **** ** cameras. ******'* ******** ********** ******** ** arguably **** ****'** **** ***** ***, so *** ***** ** **** ***** up ** *** **** ******* ****** are ********* **** ***'* *** ***** fancy *** ****** (** **** ** pay ***** *** ** *** * nice *****).
*******, *** **** ******** **** ******* to ****** *****, **** **** ****'* been ******* ** ** *** ********** news. ****'* * ***************** ************ ***** ***** ****** **** production ****** *** *********. *'** **** confirmed **** ******** ******* (*************, ********* chip ******* *** ************, ***.) **** this ****** ******** *** *** ** production ** **** ****.
* **** ** ***** ****** ********* can ** ********* **** ***** ******* to *******.
******* ** ** *** "************" * get ** *********. *******.
***... **** ** ** *** ** the ****. ** * ******** ******** the ***** **** * **** ****, roughly ****** ****/****. *** **** **** low ***** ********* **** **** ****** 2011/2012. **** ** ***** ** **** Hisilicon *****. ******* *** *** ****** in **** *********!
* ******'* *** ** **** ****** behind *** **** ******* **** *** using. *** **** ** ******** ***** an ***** ******* ****** *** **** of *************.
** *****'* ** ****** ** *** something ******* (**, **, ** ***) for ***** ******* ** ***** *********** then *** *** *********** ****?
** *** ** ******** ******* *** many ** *** ******** *** ***** on ********* *****. ******* *** **** articles ***** *** ********* ********, * notice **** **** ** *** ***** to *** ********** ** *** ** cameras, *** ********* ******** *** **** used *** ******** **** *** **** and ** **** **** *** ********** are *** **** ********* ** ******* with **** **** ********* ********* (********** for ****-*** ******, **** ** ****** for **** *** ******* *** ****) than ***** **** ** ** *******. I ***** **** ** ********** **** is *** ******** *** ********* ** these ******** (******** **** *** ****) in *** ** **** ******. **** in ****** **** *** ****** **** not **** *** ******* ***** ************ but **** ** **** ***** ********* such ** ***** ** ***** ******.
***** *** ** ******* *** **** comments!
****** *** **** ***** ***** ********* NVRs *** ****! **** ** ********* researching **** ***** **** *** ******* to ******** ******* ** **** *** more ***** *** *** ******* **** HiSilicon ********** ****** ** ********* **** market *. **** ** *******. **'** post ** ****** ****.
* ****** ** **** ******* **** can ** ***** **** **** *** Internet ** * ****** ** *** rest ** *** *******. ********* ***?
***** *** ****** ** ******* ** the ****** ******.
****** ******, ******** **:
******* ****** *** *********** ************ *** ********* ****** *** *** broader ***** ************* ******** **** ***** both ** *** **** ** ***** affected ** ** ****** ******** *** independently ** *** ********, ******* ** running *** ** ***** *** ********** on ****. ** ******:
***** **** ********** *** *** ******** technology ******** ** *** **** ******, but ** *********** **** *** **. **** ****** many ** *** ******* ********* **** hit **** *.*. ****** *** ********* controls, ***** ****** ****** ****** ** establish * *********** ******** ** *** market *** ********** ****** ****** *****—***** mind ******* ***************.
***** *** ***** ********** *** **** semiconductor ************ * ******** ********, *** industry ***** *** **** ********** ** becoming *********** *** **** ******* **** it **** ****** ***** *** ****** trade ************ *** ** ******** ********* and ********** ******* **** *** **** to *** ****.
**** ** *** ****** ** *** reported ********? * ** ****** ** find ******** ** ****.*'* ******* ********** to *** ***** ****. ** ** the **** *** **** ** *** cameras?
****** ***** ****** **** ** ***** on ***** ** **** ******** | News *****