在美国政府的压力下,多家美国以及英国日本公司都将断供华为。海思麒麟芯片作为华为保持竞争力的关键,上月底爆出的Arm将断供华为引发关注,如今,有消息称EDA设计公司也在美国政府的压力下将停止为海思提供更新,这无疑会是海思非常严峻的挑战。好消息是,麒麟985和麒麟990已经完成了设计。
许多读者会想到,由于华为拥有自己的芯片部门海思(HiSilicon),制造定制芯片将是轻而易举的事。不幸的是,芯片设计的过程非常复杂,需要多个组件。并线,现在整个科技行业深刻地相互交织,这就是为什么陷入困境的华为可能会发现如果没有美国供应商就很难实现芯片设计的目标。
一个很好的例子,据报道,一家EDA工具提供商已停止向华为提供更新以符合美国政府的要求,这可能在很大程度上阻碍了海思的运营,我们知道海思的麒麟芯片提供给华为手机使用。不过,华为感觉到改变可能需要一段时间,因为一份报告声称中国芯片巨头海思已完成其即将推出的麒麟985和麒麟990的设计工作。
华为可以继续制造现有的5G调制解调器,但没有一些关键公司的支持,它可能会在未来变得困难。
根据日经指数的报道,两位了解通知的行业人士消息表示,位于美国加利福尼亚提供芯片自动化设计工具(EDA)的公司Synopsys将不再向华为海思提供软件更新,该公司也暂停向中国公司销售知识产权。这一决定预计不会影响即将推出的麒麟985和麒麟990芯片组的生产,因为他们的设计显然已经完成。
此前,有报道指出台积电已经开始大规模生产麒麟985的7nm +工艺,而且自从设计了麒麟990 SoC以来,缺乏软件更新也不会成为这两款芯片的障碍。然而,如果关键工具提供方不改变决定,那么华为在此之后设计芯片未来将面临巨大的挑战。
除了Synopsys之外,Cadence Design Systems(也是一家美国公司)也可以为华为提供设计芯片组所需的一切软件工具。没有最新的软件,中国巨头就不可能设计新的芯片。软件更新是整个芯片过程中不可或缺的一部分,每周推出一的更新并与芯片制造商保持同步。
如果没有更新,设计过程将非常艰难的,尽管华为可以使用盗版,但台积电和其他芯片制造商很可能不愿意采用这样的方式。其他规模较小的EDA工具供应商根本无法为华为提供所需的软件功能,而且由于这些工具是芯片设计生产流程中不可或缺的一部分,因此禁运可能打击华为的芯片开发目标以及成为领先的5G设备制造商的计划。
目前唯一可用的选择是使用现有的芯片设计,这将使公司失去其在其他供应商上的优势。我们将不得不等待,看看中美之间的谈判是否能够和平解决,或者华为是否必须向前推进自主设计操作系统。
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