华为Mate60纪要

[{"attributes":{"color":"var(--weui-FG-2)"},"insert":"失效分析 赵工"},{"insert":" "},{"attributes":{"color":"var(--weui-LINK)"},"insert":"半导体工程师"},{"insert":" "},{"attributes":{"color":"var(--weui-FG-2)"},"insert":"2023-08-30 09:12"},{"insert":" "},{"attributes":{"color":"var(--weui-FG-2)"},"insert":"发表于北京"},{"insert":"\n\n华为 mate60 交流，电子首席李玖博士。"},{"attributes":{"align":"justify","header":1},"insert":"\n"},{"insert":{"image":"https://files.eteforum.com/202308/e9a58a33808101ab.png"}},{"attributes":{"align":"center"},"insert":"\n"},{"insert":"核心问题解答："},{"attributes":{"align":"justify"},"insert":"\n"},{"insert":"手机：华为的 MATE60 从后缀上说是 4G，但网速测试是 5G"},{"attributes":{"align":"justify"},"insert":"\n"},{"insert":"手机外壳标注：AL00，代表 4G ALL Lte"},{"attributes":{"align":"justify"},"insert":"\n"},{"insert":"芯片：用的是自己麒麟的 AP，网传 5nm 为假；7nm 芯片是通过软件重构、"},{"attributes":{"align":"justify"},"insert":"\n"},{"insert":"架构重构、计算重构以及面积和堆叠实现的，但是电池功耗变大。性能上低"},{"attributes":{"align":"justify"},"insert":"\n"},{"insert":"于骁龙 8+（4nm 工艺，mate50 使用芯片）"},{"attributes":{"align":"justify"},"insert":"\n"},{"insert":"1. 华为 mate60 基本面信息"},{"attributes":{"align":"justify"},"insert":"\n"},{"insert":"(1) 型号与网络"},{"attributes":{"align":"justify"},"insert":"\n"},{"insert":"华为 mate60 的命名方式是 al00，虽然应该是 4G 手机，但实际上可以通过"},{"attributes":{"align":"justify"},"insert":"\n"},{"insert":"测网速得知它是 5G 的，网速可以达到 800 兆每秒。"},{"attributes":{"align":"justify"},"insert":"\n"},{"insert":"(2) 芯片性能"},{"attributes":{"align":"justify"},"insert":"\n"},{"insert":"华为 mate60 的芯片跑分略低于骁龙的 8gen1 芯片，可以确定该芯片的性能"},{"attributes":{"align":"justify"},"insert":"\n"},{"insert":"与 mate50 的 32 个 8gen1 芯片相近，至少是华为自家的芯片。"},{"attributes":{"align":"justify"},"insert":"\n"},{"insert":"(3) 外包装和命名"},{"attributes":{"align":"justify"},"insert":"\n"},{"insert":"华为 mate60 被标注为 al00，这是因为华为的外包装将其称为卫星移动终端，"},{"attributes":{"align":"justify"},"insert":"\n"},{"insert":"而不是手机。华为选择隐藏一些信息可能是因为一些合规问题，但从实际效"},{"attributes":{"align":"justify"},"insert":"\n"},{"insert":"果来看，它是一款 5G 手机。"},{"attributes":{"align":"justify"},"insert":"\n"},{"insert":"(4) 芯片面积和功耗"},{"attributes":{"align":"justify"},"insert":"\n"},{"insert":"华为 mate60 的芯片面积可能在 130 平方毫米以上，所以功耗会更大。"},{"attributes":{"align":"justify"},"insert":"\n"},{"insert":"(5) 电池容量"},{"attributes":{"align":"justify"},"insert":"\n"},{"insert":"华为 mate60 的电池容量为 5000 毫安时，比之前的 mate50 和 mate40 要大，"},{"attributes":{"align":"justify"},"insert":"\n"},{"insert":"这也是为了提升续航能力，但同时也意味着功耗增加。"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"2. 华为芯片供应链"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"(1) 制程和性能提升"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"华为通过软件重构、架构重构、计算重构以及面积和堆叠来提升芯片性能。"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"华为通过增加芯片面积来增加晶体管数目，实现了性能的提升。"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"(2) 制程和功耗"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"根据最先进的工艺，华为目前拥有 7 纳米以下的产品，例如手机麒麟 9000"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"已经到了 5 纳米，生产的芯片已经到了 7 纳米的 euv。华为的芯片功耗大，"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"通过面积和堆叠或架构的重构来提升芯片性能。"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"(3) 产能和供应链"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"华为打通了整个供应链，产能足够。昇腾今年的出货量大约是十几万颗，不"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"到总产能的 1/10。训练端芯片占最高端支撑产能的不到 1/10，所以大头的"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"产能用于手机。"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"(4) 芯片产业链投资机会"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"在华为的供应链中可以找到投资标的，如飞荣达，德邦科技、华立创通、声"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"光电科、美芯晟等公司。"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"(5) 海思芯片部门"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"海思芯片部门在制裁前后，从 1000 亿人民币衰退到 100 多亿。海思在可穿"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"戴、安防和基站等领域也在做得很好。华为自己的手机 1 亿部，我认为是可"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"能的。华为能够从 100 亿的芯片增长到 1000 亿的芯片，主要还是靠手机。"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"(6) 芯片供应链投资标的"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"在华为芯片供应链中，伟测和华大九天是华为芯片供应链中最有潜力的两个"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"标的。尾侧与华为互为一二大客户，华大九天在华为采购中占据 70%以上的"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"份额，是华为的第一大供应商。"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"Q&A"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"Q：华为的手机回来后，预计能达到多少部？手机的弹性是两三倍吗？"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"A：我觉得到 1 亿部是已经比较乐观的一个预期了，所以手机的弹性也就两"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"三倍。"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"Q：华为的手机芯片功耗和散热方面存在挑战吗？有哪些公司可以投资？"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"A：华为芯片功耗大，散热也是挑战。飞荣达，德邦科技是有比较长的主题"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"机会的公司。"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"Q：华为芯片部门海思的体量从制裁前的 1000 亿人民币衰退到了 100 多亿，"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"如果海思能够回归并拿到产能，它的体量能否达到原来的巅峰？"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"A：如果海思能够回归并拿到产能，它不一定能够达到原来的巅峰，但在其"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"他方面如服务器等仍有可能达到原来的巅峰，现在的信创市场比 2019 年更"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"加健壮。"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"Q：华为除了手机芯片外，还在其他领域进行芯片研发吗？有哪些领域可以"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"投资？"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"A：华为现在还在做汽车芯片，包括自动驾驶芯片和座舱芯片。此外，可穿"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"戴设备、机顶盒、安防和基站等领域也有回归的迹象。因此，在华为的供应"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"链中，我们应该关注海思的产业链，寻找相关投资标的。"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"Q：海思能否从 100 亿增长到 1000 亿？有具体的判断依据吗？"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"A：我们团队认为海思今年有可能恢复到 300 亿，而在更长远的未来（25 年"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"后）有可能恢复到 1000 亿。曾经在 1000 亿时，华为的芯片收入中大概有"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"700 多亿是手机贡献的，剩下的来自服务器、可穿戴设备、电视和安防等领"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"域。海思能够从 100 亿增长到 1000 亿，并且主要依靠手机市场。"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"Q：在华为的芯片供应链中，有哪些标的值得关注？"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"A：我们认为伟测和华大九天是整个芯片环节中弹性最大的两个标的。伟测"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"与华为互为一二大客户，华为的芯片测试需求中应该占据了 30%以上的份额。"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"华大九天是华为的第一大供应商，占据了华为采购份额的 70%以上"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"Q：还有其他的芯片标的值得考虑吗？"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"A：另外，华为可能还有一些新的封装厂，例如绍兴和泉州。封装需求释放"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"不会很大，大概只有 100 亿人民币，但海思的测试需求将非常大，大概有 20"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"亿到 30 亿人民币左右。因此，公司像伟测这样的营收在 70 亿人民币左右的"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"公司，分配到 20 亿到 30 亿的增量是非常大的。"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"Q：华为的芯片量增加后，其他客户的供应链是否会更容易？"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"A：是的，华为作为全球最严苛的半导体客户之一，能够进入其供应链后，"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"其他客户的供应链也将变得更容易。"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"Q：Mate60 可能会采用外挂基带的方案吗？苹果的 iPhone14 也采用了这种"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"方案吗？"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"A：可能会，苹果的 iPhone14PRO 采用了外挂基带的方案。"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"Q：华为的手机是否会有 4G 版本出现？"},{"attributes":{"align":"justify"},"insert":"\n\n"},{"insert":"A：可以拭目以待，以往华为的手机都有 4G 和 5G 版本"},{"attributes":{"align":"justify"},"insert":"\n"},{"insert":"来源：芯科技风向标"},{"attributes":{"align":"justify"},"insert":"\n"},{"attributes":{"color":"var(--weui-FG-0)"},"insert":"半导体工程师"},{"attributes":{"align":"justify"},"insert":"\n"},{"insert":"半导体经验分享，半导体成果交流，半导体信息发布。半导体行业动态，半导体从业者职业规划，芯片工程师成长历程。"},{"attributes":{"align":"justify"},"insert":"\n"},{"insert":"178篇原创内容"},{"attributes":{"align":"justify"},"insert":"\n"},{"insert":"公众号"},{"attributes":{"align":"justify"},"insert":"\n"},{"insert":"\n"}]