Huawei Kirin 9000 blows 5nm capacity of TSMC, all deliveries before September

According to recent reports, Huawei’s latest Kirin 9000 flagship chipset will be unveiled at IFA 2020. Huawei has announced a presentation during IFA 2020 in Berlin, which will take place on September 3.

According to market expectations, Huawei in addition to the announcement of the Mate 40 series of the flagship new phone, it’s latest “Kirin 9000” processor will also be unveiled, due to the U.S. ban, the chip is suspected to be the last Huawei’s own research and development design of cell phone chips.

Huawei Kirin 9000 blows 5nm capacity of TSMC, all deliveries before September

Huawei’s official announcement: Here comes the processor Kirin 9000

The upcoming Huawei HiSilicon Kirin 9000 is manufactured by TSMC using the 5nm node method. It could be the world’s first 5nm chipset to be launched ahead of similar chipsets from Qualcomm and Apple. It remains to be seen what capabilities the Kirin 9000 SoC will have and how it will perform in other flagship products.

In response to the U.S. ban, supply chain sources pointed out that Huawei previously increased TSMC’s 5nm investment volume in advance to reserve the “Kirin 9000” stock, supplanting TSMC’s 5nm capacity as a result. TSMC will deliver all relevant chips to Huawei up to September 14.

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Huawei will unveil the flagship at IFA 2020 on September 3

TSMC Chairman Teddy Liu said at a French conference in July that TSMC will not deliver any more chips to Huawei after September 14 and will not accept new orders from Huawei after May 15. Yu Chengdong also said on August 7 that due to U.S. sanctions, Huawei’s world-leading Kirin chip series will become extinct after September 15.

Huawei is TSMC’s second-largest customer and contributes approximately 15 to 18 percent of TSMC’s revenues in 2019. The supply chain pointed out that in light of the U.S. technology clamp, Huawei had already prepared to book TSMC 5nm capacity in advance last year, “Kirin 9000” is listed as a priority chip products before production ceased in mid-September. The supply chain has prepared enough inventory in response to the Mate 40 release market demand.

Mate 40 Series can include the Mate 40 Standard, Mate 40 Pro, and Mate 40 Pro+, which are mainly characterized by a curved screen + capsule cut-out, a round camera module design on the back, and a ready-to-use flagship with a Kirin 9000 processor.

The Mate 40 is expected to have a 6.5-inch FHD+ screen, while the Pro model will have a 6.78-inch QHD+ screen. These phones will run Android OS and support 5G connectivity.