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华为加大Tau芯片推广力度,Mate XT 2有望实现百万销量Huawei steps up Tau chip roll-out, with Mate XT 2 on track for 1 million sales

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华为正利用其自主研发的“Tau缩放定律”加速推广新一代先进芯片,并计划在新发布的Mate 90智能手机系列中全面采用这些处理器。

Huawei Technologies is making rapid progress in rolling out a new breed of advanced chip based on its self-developed Tau Scaling Law, with the Chinese company set to adopt the processors across the newly released Mate 90 smartphone series.

这一举措标志着这家中国科技巨头在突破美国严格出口限制方面又迈出一步。此前,为摆脱美国技术限制,华为已对智能手机业务进行重构,使其全面采用自研技术。

The roll-out marks another step forward in the Chinese tech giant’s push to overcome stringent US export curbs, which has seen Huawei rewire its smartphone business to run on home-grown technology.

华为消费者业务负责人余承东周二在新闻发布会上表示,自Mate XT 2三折叠屏手机于9月12日发布以来,公司已出货约10万部。

Speaking at a press briefing on Tuesday, Huawei consumer business chief Richard Yu Chengdong said the company had already shipped about 100,000 Mate XT 2 trifold phones since the model’s release on September 12.

余承东表示,这款新手机是首款搭载基于华为“Tau缩放定律”芯片设计原则、采用“逻辑折叠”架构的移动处理器的设备,总销量有望突破100万部。华为还计划在亚太、中东以及潜在的欧洲市场推出这款手机。

The new handset – the first to integrate mobile processors adopting the LogicFolding architecture based on Huawei’s Tau Scaling Law chip design principle – is on track to surpass 1 million in total sales, and Huawei plans to launch the phone in markets across Asia-Pacific, the Middle East and potentially Europe, according to Yu.

华为于周四发布了Mate 90系列。该系列还将采用基于“Tau”芯片设计打造的麒麟芯片。华为开发这一设计,旨在绕过美国技术制裁,并弥补中国缺乏先进芯片制造设施的短板。

The Mate 90 series, which Huawei unveiled on Thursday, will also deploy Kirin chips based on the Tau chip design, which the company developed to bypass US tech sanctions and overcome China’s lack of cutting-edge chip manufacturing facilities.

余承东表示:“极紫外光刻等技术对于制造先进半导体当然至关重要……但中国并不具备这项技术。因此,华为研发了‘逻辑折叠’和‘Tau缩放定律’,以尽力缩小差距。”周四,华为公布了全新旗舰Mate 90系列的产品阵容,这些手机均搭载基于公司“Tau”设计打造的麒麟芯片。

“Technologies like extreme ultraviolet lithography certainly are valuable to deliver advanced semiconductors … but China does not have that,” said Yu. “That’s why Huawei develops LogicFolding and the Tau Scaling Law to try to mitigate the gap.”On Thursday, Huawei unveiled the line-up for its new flagship Mate 90 series of handsets, which all feature Kirin chips based on the company’s Tau design.

麒麟9050 Pro芯片是华为最先进的处理器,同时也用于Mate XT 2。该系列最顶级的Mate 90 RS至尊设计版和Pro Max尊享版将搭载这款芯片。性能略逊一筹的麒麟9050则将用于Mate 90 Pro Max。两款芯片均采用华为的“逻辑折叠”架构。

The Kirin 9050 Pro chipset – Huawei’s most advanced processor, which is also used in the Mate XT 2 – will power the series’ top-of-the-line models: the Mate 90 RS Ultimate Design and Pro Max Premium Edition. A slightly less powerful system, the Kirin 9050, will be deployed on the Mate 90 Pro Max. Both chipsets adopt Huawei’s LogicFolding architecture.

华为的“Tau缩放定律”及其“LogicFolding”芯片架构使得该公司能够在无需使用先进光刻设备的情况下制造出更强大的处理器。该技术通过缩短信号传输路径,实现了在更小空间内集成更多晶体管的目标。

The Tau Scaling Law and its LogicFolding chip architecture allow Huawei to build more powerful processors without needing to access advanced lithography machines. The approach focuses on shortening signal paths and ultimately packing more transistors into a smaller space.

据华为称,这种架构通过将关键路径的延迟降低30%,显著提升了计算能力和数据传输效率。

The architecture boosts computing power and data transfer by reducing critical path latency by 30 per cent, according to Huawei.

该公司表示,Mate 90 Pro Max Premium Edition的性能相比去年的Mate 80 Pro Max提升了31%,这主要得益于其搭载的Kirin 9050 Pro芯片。

The Mate 90 Pro Max Premium Edition boasts a 31 per cent performance improvement over last year’s Mate 80 Pro Max, according to the company, largely thanks to the new model’s use of the Kirin 9050 Pro.

根据伯恩斯坦(Bernstein)的最新报告,尽管Kirin 9050 Pro采用的是7纳米制程技术,但其性能仍优于苹果的3纳米A17 Pro芯片。报告指出,与前一代产品相比,华为在芯片技术方面已缩短至仅落后苹果三年(而上一代产品时落后约四年)。

The Kirin 9050 Pro outperforms Apple’s 3-nanometre A17 Pro chip, despite being produced using technology equivalent to a 7-nanometre process node, according to a recent report by Bernstein. The new chip meant that Huawei was now just three years behind Apple in terms of chip technology, down from roughly four years during the previous generation, the report said.

Mate 90 Pro搭载的是Kirin 9035芯片,而基础款Mate 90则使用Kirin 9030芯片。这两款芯片均基于“Tau缩放定律”设计,但采用了较旧的架构(而非“LogicFolding”技术)。

The Mate 90 Pro is equipped with the Kirin 9035, while the base model Mate 90 is powered by the Kirin 9030. The two chips are both based on the Tau Scaling Law but they adopt an older architecture rather than LogicFolding.

尽管半导体产能紧张,但华为目前的产能仍足以满足公司的生产需求。不过,内存成本的飙升给公司带来了巨大压力,同时也影响了整体市场需求。

Despite being tight, Huawei’s semiconductor capacity was currently sufficient to meet the company’s shipping needs, Yu said. But surging memory costs have weighed on the company and overall market demand.

据余(Yu)透露,由于内存价格飞涨,华为的制造成本每部手机增加了200多美元。他还表示,由于华为采用了更高配置的产品(这些产品受价格波动影响更大),因此此次危机对公司的冲击比竞争对手更为严重。

Huawei’s production costs have risen by more than US$200 per phone due to skyrocketing memory prices, according to Yu, adding that the crisis had hit the company harder than its rivals as it adopted higher configurations that were subject to steeper price increases.

余指出,成本飙升严重削弱了公司的盈利能力。他坦言:“我们的盈利能力正在急剧下降。”他补充说,华为未来“不可避免”需要再次上调产品价格,不过涨幅可能不会太大。

The cost surge has dealt “a severe blow” to the company’s profitability, even after it raised retail prices, according to Yu. “Our profitability is dropping very sharply, to be honest,” Yu said. Huawei would “inevitably” have to introduce further price rises in the future, he added, though they were unlikely to be large.

“一个企业不可能持续亏损,”他说,“我们必须活下去,共同面对挑战。”除了内存危机,华为在手机行业也面临着日益激烈的竞争。苹果公司最近发布了其首款折叠屏手机——iPhone Duo,正式进入了目前由华为在中国市场主导的细分领域。

“A company cannot operate at a loss,” he said. “We have to survive and face the challenge together.”Beyond the memory crisis, Huawei is also facing increasingly intense competition in the phone industry. Apple recently unveiled its first foldable handset – the iPhone Duo – entering a segment that Huawei currently dominates in China.

余承东表示:“事实上,我们非常高兴看到我们的美国同行推出iPhone Duo。”

“We’re actually very pleased to see the launch of iPhone Duo from our American peer,” Yu said.

据余承东透露,在苹果推出其折叠屏手机后,采用与iPhone Duo类似护照造型设计的华为Pura X Max销量飙升了76%。自4月上市以来,该型号的销量现已突破140万台。而苹果的iPhone Duo要到10月23日才会上架销售。余承东说:“健康的竞争可以激励更多用户选择折叠屏产品。”记者:Iris Deng

Huawei’s Pura X Max, featuring a similar passport-style design to the iPhone Duo, saw a 76 per cent surge in sales after Apple introduced its foldable handset, according to Yu. The model has now surpassed 1.4 million in sales since its launch in April. Apple’s iPhone Duo will not hit store shelves until October 23. “Healthy competition can motivate more users to opt for the foldable products,” Yu said. By Iris Deng