3 ms·

Repeating the same lie in a reply doesn’t make it true. Recently there’s been an influx in the past few days of tons of sinophiles.

sudosysgen 6y ago
Is it true or not that Huawei sells more devices than Apple? : https://www.forbes.com/sites/bensin/2020/12/30/huawei-still-sold-more-phones-than-apple-in-2019-but-admits-2020-will-be-difficult-year/#1419e041d8fe https://www.forbes.com/sites/bensin/2020/12/30/huawei-still-... Is it true or not that Huawei wanted to use HiSilicon for all of their phones? That is obviously true. The consequence is that Huawei needs more chips than Apple, that would have been sourced from TSMC. Therefore, they had the intention to be a customer of at least equal size as Apple to TSMC. How is any of this a lie? I fail to see how much money Huawei makes from this or that changes that Huawei needs more processors than Apple.
- ajross 6y ago
  > Is it true or not that Huawei wanted to use HiSilicon for all of their phones? That is obviously true. "Wanted to" is not the same as "does". If TSMC wanted to preserve a potential growth market for their fab, they'd prioritize Huawei/HiSilicon. But they don't, because they're at capacity making chips for western designers already. So they can kill off the Huawei business without worry, because it's not costing them anything. Free PR.
- ksec 6y ago
  And they will have to buy chips from Qualcomm or Mediatek at their low end. Which is still business from TSMC. So in the context of TSMC, it is irrelevant. The same goes for their 5G RAN equipment.
- noir_lord 6y ago
  They may need more chips but they don't necessarily need the same mix of chips, Huawei devices don't require A13's. I mean the z80 was still manufactured until recently and used all over in devices, tsmc isn't going to make those on a 7nm prpcess.
Dahoon 6y ago
So what you are saying is that A who buys less from them is a bigger customer than B who buys more? Huawei buys more SoCs than apple hence they are a bigger customer. So that would make Apple small fry in your world. Not very likely.
- mlindner 6y ago
  Except as just stated in the above comment, Huawei does not actually buy more SoCs than Apple.

sudosysgen 6y ago

Is it true or not that Huawei sells more devices than Apple? : https://www.forbes.com/sites/bensin/2020/12/30/huawei-still-sold-more-phones-than-apple-in-2019-but-admits-2020-will-be-difficult-year/#1419e041d8fe https://www.forbes.com/sites/bensin/2020/12/30/huawei-still-... Is it true or not that Huawei wanted to use HiSilicon for all of their phones? That is obviously true. The consequence is that Huawei needs more chips than Apple, that would have been sourced from TSMC. Therefore, they had the intention to be a customer of at least equal size as Apple to TSMC. How is any of this a lie? I fail to see how much money Huawei makes from this or that changes that Huawei needs more processors than Apple.

ajross 6y ago
> Is it true or not that Huawei wanted to use HiSilicon for all of their phones? That is obviously true. "Wanted to" is not the same as "does". If TSMC wanted to preserve a potential growth market for their fab, they'd prioritize Huawei/HiSilicon. But they don't, because they're at capacity making chips for western designers already. So they can kill off the Huawei business without worry, because it's not costing them anything. Free PR.
ksec 6y ago
And they will have to buy chips from Qualcomm or Mediatek at their low end. Which is still business from TSMC. So in the context of TSMC, it is irrelevant. The same goes for their 5G RAN equipment.
noir_lord 6y ago
They may need more chips but they don't necessarily need the same mix of chips, Huawei devices don't require A13's. I mean the z80 was still manufactured until recently and used all over in devices, tsmc isn't going to make those on a 7nm prpcess.

Dahoon 6y ago

So what you are saying is that A who buys less from them is a bigger customer than B who buys more? Huawei buys more SoCs than apple hence they are a bigger customer. So that would make Apple small fry in your world. Not very likely.

mlindner 6y ago
Except as just stated in the above comment, Huawei does not actually buy more SoCs than Apple.