Hong Kong Decomen Electronics
2023-12-06 15:40:54
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Recently, Nikkei joint research company Fomalhaut Techno Solutions has taken apart the Huawei Mate 60 Pro, revealing the cost structure of the new smartphone, which was released in August. The disassembly results show that the proportion of domestic parts of the phone reached 47%, an increase of 18 percentage points compared to the Mate 40 Pro three years ago.
This dismantling achievement highlights the significant advances in Chinese technology after the United States tightened controls on the export of advanced equipment and software from China since 2019.

Fomalhaut estimated the total cost of Mate 60 Pro components at $422, and the increase in the ratio of domestic components was mainly due to the switch of the supplier of organic excited light diode (OLED) displays, the most expensive component of Huawei's mobile phone, from South Korea's LG Display to its own boe Technology Group. However, it is worth mentioning that BOE is still slightly behind LG and Samsung and other large factories in mass production capacity.
Compared with the Mate 40 Pro, the Mate 60 Pro's touch panel components use more domestic parts, the former was originally supplied by the United States Synaptics, while the latter turned to domestic components. Meanwhile, the Mate 60 Pro uses a 7-nanometer chip designed by Huawei subsidiary hisilicon Semiconductor and produced by SMIC, replacing the 5-nanometer chip designed by Hisilicon and produced by TSMC used in the Mate 40 Pro.
About SMIC's semiconductor microimaging process, it is worth noting that it uses older equipment that is not subject to US export controls. Fomalhaut CEO Minatake Kashio said that by repeating the exposure many times and moving the position of the substrate slightly, it is possible to form a circuit on a silicon wafer equivalent to a 7-nanometer product, even with older equipment. "China was said to be seven years behind in its own technology, but surprisingly they caught up in five years," he stressed.
The report pointed out that the proportion of Japanese components in the Mate 60 Pro is only 1%, far lower than the 19% of the Mate 40 Pro. Huawei switched its supplier of camera image sensing components from Sony to Samsung. The proportion of components made in South Korea increased by 5 percentage points to 36 percent.
The results of this dismantling reveal the remarkable progress made by the Chinese technology industry in the past few years, as well as the innovative solutions adopted by domestic enterprises under the influence of US export controls to promote localization in the field of mobile phone manufacturing.
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