【华为预计 2022 完成 20nm 芯片生产线】
Financial Times
https://www.ft.com/content/84eb666e-0af3-48eb-8b60-3f53b19435cb
Huawei is working on plans for a dedicated chip plant in Shanghai that
would not use American technology, enabling it to secure supplies for its
core telecom infrastructure business despite US sanctions.
华为正在制定计划在上海建立一家不使用美国技术的专用芯片厂，
从而尽管受到美国的制裁，仍可以为其核心电信基础设施业务确保供应。
Two people briefed on the project said the plant would be run by a partner,
Shanghai IC R&D Center, a chip research company backed by the Shanghai
Municipal government.
关于该项目的两个人说，该工厂将由合作伙伴上海集成电路研究与开发中心（上海研发中
心）运营，这是一家由上海市政府支持的芯片研究公司。
Industry experts said the project could help Huawei, which has no experience
in fabricating chips, chart a path to long-term survival.
业内专家表示，该项目可以帮助没有芯片制造经验的华为找到长期生存的道路。
US export controls imposed in May and tightened in August leverage American
companies’ dominance of certain chip-manufacturing equipment and chip-design
software to block semiconductor supplies to Huawei.
5月开始实施的美国出口管制于8月收紧，这充分利用了美国公司在某些芯片制造设备和芯
片设计软件方面的主导地位，从而阻止了向华为供应半导体。
Industry experts said the planned local facility would be a potential new
source for semiconductors after stocks of imported chips Huawei has been
accumulating since last year ran out.
业内专家表示，自去年以来华为积压的进口芯片库存用完之后，计划中的本地工厂将成为
半导体的潜在新来源。
The fabrication plant will initially experiment with making low-end 45nm
chips, a technology global leaders in chipmaking started using 15 years ago.
该制造工厂最初将尝试制造低端45nm芯片，这是15年前开始在芯片制造领域全球领先的技
术。
But Huawei wants to make more advanced 28nm chips by the end of next year,
according to chip industry engineers and executives familiar with the
project. Such a plan would allow Huawei to make smart TVs and other “
internet of things” devices.
但据熟悉该项目的芯片行业工程师和高管称，华为希望在明年年底之前生产更先进的28nm
芯片。这样的计划将使华为能够制造智能电视和其他“物联网”设备。
Huawei then aims to produce 20nm chips by late 2022, which could be used to
make most of its 5G telecoms equipment and allow that business to continue
even with the US sanctions.
然后，华为计划到2022年下半年生产20nm芯片，该芯片可用于制造其大部分5G电信设备，
并使该业务即使受到美国制裁也能继续发展。
“The planned new production line will not help with the smartphone business
since chipsets needed for smartphones need to be produced at more advanced
technology nodes,” said a semiconductor industry executive briefed on the
plans.
一位半导体行业高管向计划简报说：“计划中的新生产线将不会对智能手机业务有所帮助
，因为智能手机所需的芯片组需要在更先进的技术节点上生产。”
“But if it succeeds, it can become a bridge to a sustainable future for
their infrastructure business, in combination with the inventory they have
built and which should last for two years or so,” he said.
他说：“但是，如果成功的话，它可以成为基础设施业务通往可持续未来的桥梁，结合他
们已经建立的存货，存货将持续两年左右。”
“They possibly can do it, in maybe two years,” said Mark Li, a
semiconductor analyst at Bernstein in Hong Kong.
“他们可能会在两年内做到这一点，”香港伯恩斯坦半导体分析师马克·李说。
He added that while the chips Huawei needed for making mobile network base
stations would ideally be made on 14nm or more advanced process technology,
using 28nm was possible.
他补充说，尽管华为制造移动网络基站所需的芯片理想上将采用14纳米或更先进的工艺技
术制造，但使用28纳米是可能的。
“Huawei can make up for the shortcomings on the software and system side,”
he said. Chinese producers could tolerate higher costs and operational
inefficiencies than their offshore competitors.
他说：“华为可以弥补软件和系统方面的不足。” 中国生产商可以承受比其海外竞争对
手更高的成本和运营效率低下的问题。