Huawei HiSilicon Production Shut Down

Published Sep 17, 2020 15:01 PM

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.

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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 ** *** ********.

Comments (11)
U
Undisclosed #1
Sep 17, 2020

**** ** *** ****** ** *** reported ********? * ** ****** ** find ******** ** ****.*'* ******* ********** to *** ***** ****. ** ** the **** *** **** ** *** cameras?

****** ***** ****** **** ** ***** on ***** ** **** ******** | News *****

IC
Isabella Cheng
Sep 17, 2020
IPVMU Certified

**** *** * (*,*,*) ********* ******* ******* **** *** report *** ****** ******* **** ***** into ****** *** **** ********* *********/********* (like ****) **** ********* ******* ** the ** ********** ** *** *** permission ** ******** ** ****** ** Huawei.

**'* *********** **** *****'* **** ****** US/English ******** ******** ***** **** */** deadline *** ******. ** ***** ** because **** ******** *** ************** ****** ********** ********* *** ******* ******** ** *****, which ********* *** ********* **, ** people *** ******** ***** *** ******** paying ********* ** *** ******** **** just ******. ** *** ***** **** in *** ** *** ********, ****** is **** ******* ***-**-*** *** **** people.

(1)
(3)
IC
Isabella Cheng
Sep 17, 2020
IPVMU Certified

*'* ******* ********** ** *** ***** chip. ** ** *** **** *** used ** *** *******?

**, ***** ***** *** ******'* ******** phone ***** *** ****'* **** ** cameras. ******'* ******** ********** ******** ** arguably **** ****'** **** ***** ***, so *** ***** ** **** ***** up ** *** **** ******* ****** are ********* **** ***'* *** ***** fancy *** ****** (** **** ** pay ***** *** ** *** * nice *****).

*******, *** **** ******** **** ******* to ****** *****, **** **** ****'* been ******* ** ** *** ********** news. ****'* * ***************** ************ ***** ***** ****** **** production ****** *** *********. *'** **** confirmed **** ******** ******* (*************, ********* chip ******* *** ************, ***.) **** this ****** ******** *** *** ** production ** **** ****.

(4)
Avatar
George Peffer
Sep 18, 2020
PCSystems.BIZ

* **** ** ***** ****** ********* can ** ********* **** ***** ******* to *******.

******* ** ** *** "************" * get ** *********. *******.

(2)
UI
Undisclosed Integrator #2
Sep 19, 2020

***... **** ** ** *** ** the ****. ** * ******** ******** the ***** **** * **** ****, roughly ****** ****/****. *** **** **** low ***** ********* **** **** ****** 2011/2012. **** ** ***** ** **** Hisilicon *****. ******* *** *** ****** in **** *********!

UM
Undisclosed Manufacturer #3
Sep 21, 2020

* ******'* *** ** **** ****** behind *** **** ******* **** *** using. *** **** ** ******** ***** an ***** ******* ****** *** **** of *************.

** *****'* ** ****** ** *** something ******* (**, **, ** ***) for ***** ******* ** ***** *********** then *** *** *********** ****?

UM
Undisclosed Manufacturer #4
Oct 06, 2020

** *** ** ******** ******* *** many ** *** ******** *** ***** on ********* *****. ******* *** **** articles ***** *** ********* ********, * notice **** **** ** *** ***** to *** ********** ** *** ** cameras, *** ********* ******** *** **** used *** ******** **** *** **** and ** **** **** *** ********** are *** **** ********* ** ******* with **** **** ********* ********* (********** for ****-*** ******, **** ** ****** for **** *** ******* *** ****) than ***** **** ** ** *******. I ***** **** ** ********** **** is *** ******** *** ********* ** these ******** (******** **** *** ****) in *** ** **** ******. **** in ****** **** *** ****** **** not **** *** ******* ***** ************ but **** ** **** ***** ********* such ** ***** ** ***** ******.

***** *** ** ******* *** **** comments!

IC
Isabella Cheng
Oct 06, 2020
IPVMU Certified

****** *** **** ***** ***** ********* NVRs *** ****! **** ** ********* researching **** ***** **** *** ******* to ******** ******* ** **** *** more ***** *** *** ******* **** HiSilicon ********** ****** ** ********* **** market *. **** ** *******. **'** post ** ****** ****.

(1)
(1)
UM
Undisclosed Manufacturer #4
Oct 07, 2020

***** *** ********.

******* ******* ** ******* ** ****!

UI
Undisclosed Integrator #5
Oct 06, 2020

* ****** ** **** ******* **** can ** ***** **** **** *** Internet ** * ****** ** *** rest ** *** *******. ********* ***?

***** ******** *********

***** *** ****** ** ******* ** the ****** ******.

IC
Isabella Cheng
Dec 14, 2020
IPVMU Certified

****** ******, ******** **:

******* ****** *** *********** ************ *** ********* ****** *** *** broader ***** ************* ******** **** ***** both ** *** **** ** ***** affected ** ** ****** ******** *** independently ** *** ********, ******* ** running *** ** ***** *** ********** on ****. ** ******:

***** **** ********** *** *** ******** technology ******** ** *** **** ******, but ** *********** **** *** **. **** ****** many ** *** ******* ********* **** hit **** *.*. ****** *** ********* controls, ***** ****** ****** ****** ** establish * *********** ******** ** *** market *** ********** ****** ****** *****—***** mind ******* ***************.

***** *** ***** ********** *** **** semiconductor ************ * ******** ********, *** industry ***** *** **** ********** ** becoming *********** *** **** ******* **** it **** ****** ***** *** ****** trade ************ *** ** ******** ********* and ********** ******* **** *** **** to *** ****.