Equipment and Internet manufacturers increase self-developed chips

In recent years, there have been more and more cases of equipment developed by the downstream of the industry chain and self-developed chips by Internet manufacturers. These innovative chips are also mainly handed over to wafer foundries, thus adding more power to the chip generation industry in the next few years More revenue growth points.
 
First of all, commercial equipment manufacturers represented by Huawei. For strategic and supply chain security considerations, they have been continuously strengthening and improving their own chip research and development level, and increasing the types of chips developed by themselves. This objectively adds weight to the wafer foundry's revenue. At present, Huawei is already the second largest customer of TSMC, and with the mass production of SMIC's 14nm process, Huawei's investment in SMIC The amount is also increasing.

 
In addition, mobile phone manufacturers, in addition to Huawei, Apple has plans to develop 5G baseband chips within 3 years, vivo, OPPO, etc. will also increase investment in chips.
 
Furthermore, large Internet and cloud service providers represented by Google, Amazon, Microsoft and Alibaba, both in the cloud and on the edge, are looking for and replacing traditional CPUs or GPUs.
 
It is reported that after years of experience in AI chip (TPU) accumulation, Google is going to enter the core hardware of the smart terminal-SoC processor chip. Google has made significant progress in self-developed processors. Recently, its self-developed SoC chip has been successfully taped out.
 
It is reported that the chip was jointly developed by Google and Samsung and manufactured using a 5nm process. TSMC's 5nm is about to be mass-produced, and Samsung's is also expected to be mass-produced next year, and Google, a cloud service provider, has begun to book related capacity for its chips.
 
In China, Baidu, Alibaba and Tencent have all started self-developing chips, and have or are about to discuss foundry partners.