Huawei Mate 10 Teardown

[Martian2]

@Martian2

Perhaps you would like to contribute too.

And please don't think this as some kind of slight. India is no where compared to China in manufacturing.

I am just curious as to what may be the next Chinese components in the list.

Application Processor- Kirin 970
Modem- Embedded (Hisilicon)
NPU- Embedded based on Cambricon 1A instruction set
Time-of-Flight Sensor (ToF): STMicro VL530X
Image Sensors- Sony
Display Driver and integrated Touchscreen- Synaptics
DRAM- Micron 32GB LPDDR4
GPU- ARM Mali G72 12-core
RF Transceiver- Hi6363
PMIC - Hisilicon
Battery Charger- Hi6523
Flash Battery Charger- TI BQ25870
Memory- Samsung NAND Flash, 64 GB
NFC- NXP PM548
Wifi/Bluetooth- Broadcom BCM43596
GNSS- Broadcom BCM47531
Audio Codec- Hi6403
Audio Amplifier- NXP TFA9872
RF Front End- Qorvo
Antenna Switches- Skyworks
Sensors (Pressure Sensor)- STMicro
Accelerometer and Gyroscope- STMicro
Electronic Compass- AK09911 (AKM)
Microphones- AAC, Goertek

China could replace four of the chips that I've highlighted in bold. China bought OmniVision, which sells image sensors. China is building a 19nm DRAM plant with equipment installation in the first quarter of 2018. China is currently building a 32-layer 3D NAND flash memory chip plant with volume production in 2018. China could replace the Broadcom chip with a MediaTek MT7650 Wifi/Bluetooth chip.

China might be able to replace more of the chips if it really wanted to. I would have to look through Spreadtrum chips and Taiwanese chip companies (such as Realtek and Richtek) on mainland China.

However, China has a tendency to incorporate American and European components to lessen trade tensions (since China has a large trade surplus with both the US and Europe).
----------

Taiwan has built accelerometer chips (see citation below). Taiwan builds just about every conceivable type of semiconductor chips. For example, Taiwan's Nanya is the world's fourth-largest DRAM company. China can always license Taiwanese designs.

In the worst-case scenario, mainland China can always hire a team of Taiwanese engineers to build whatever chip it needs.

A CMOS-MEMS Accelerometer with Tri-axis Sensing Electrodes Arrays (2010)

 

[Bussard Ramjet]

fingerprint sensor - goodix
camera module - sunny optical

Yes, true.

Though I was focusing more on semiconductors alone, which won't include camera module.

Otherwise, China also supplies the battery, chassis, material, PCB, and other small things.

Application Processor- Kirin 970
Modem- Embedded (Hisilicon)
NPU- Embedded based on Cambricon 1A instruction set
Time-of-Flight Sensor (ToF): STMicro VL530X
Image Sensors- Sony
Display Driver and integrated Touchscreen- Synaptics
DRAM- Micron 32GB LPDDR4
GPU- ARM Mali G72 12-core
RF Transceiver- Hi6363
PMIC - Hisilicon
Battery Charger- Hi6523
Flash Battery Charger- TI BQ25870
Memory- Samsung NAND Flash, 64 GB
NFC- NXP PM548
Wifi/Bluetooth- Broadcom BCM43596
GNSS- Broadcom BCM47531
Audio Codec- Hi6403
Audio Amplifier- NXP TFA9872
RF Front End- Qorvo
Antenna Switches- Skyworks
Sensors (Pressure Sensor)- STMicro
Accelerometer and Gyroscope- STMicro
Electronic Compass- AK09911 (AKM)
Microphones- AAC, Goertek

China could replace four of the chips that I've highlighted in bold. China bought OmniVision, which sells image sensors. China is building a 19nm DRAM plant with equipment installation in the first quarter of 2018. China is currently building a 32-layer 3D NAND flash memory chip plant with volume production in 2018. China could replace the Broadcom chip with a MediaTek MT7650 Wifi/Bluetooth chip.

China might be able to replace more of the chips if it really wanted to. I would have to look through Spreadtrum chips and Taiwanese chip companies (such as Realtek and Richtek) on mainland China.

However, China has a tendency to incorporate American and European components to lessen trade tensions (since China has a large trade surplus with both the US and Europe).
----------

Taiwan has built accelerometer chips (see citation below). Taiwan builds just about every conceivable type of semiconductor chips. For example, Taiwan's Nanya is the world's fourth-largest DRAM company. China can always license Taiwanese designs.

In the worst-case scenario, mainland China can always hire a team of Taiwanese engineers to build whatever chip it needs.

A CMOS-MEMS Accelerometer with Tri-axis Sensing Electrodes Arrays (2010)

I am not talking about just so-so components.

I am talking about having the ability to go head to head with the best in the world.

So, as for the 4 different things you mentioned:

Image Sensors- Sony's dominance and quality is unparalleled. Almost every phone or device, from which ever manufacturer, who wants a high quality premium camera, employs Sony sensors.
Omnivision, or other small Chinese or Korean or Taiwanese, or even American companies haven't been able to match it.

DRAM- Those are plans. Nanya's dram is not suitable for the high end phones again. And we will have to wait and see if Chinese players can really catch up to SK Hynix or Samsung.

NAND- Again, Samsung is the benchmark here, and even Chinese plans, that themselves are uncertain, aren't equalling Samsung for some time.

MEMS Sensors- Again, there are various companies both in mainland, and Taiwan, that will make many of these sensors. The trick is again the quality.


Also, I don't see China using American components due to trade. All american chips are manufactured in Taiwan, Mainland, or Korea, so those chips anyways show up as Taiwanese, or Korean exports rather than American exports in trade figures.

 

[AndrewJin]

China needs make in India components because RSS has convinced me how great make in India is in another thread.

 

[qwerrty]

China could replace four of the chips that I've highlighted in bold. China bought OmniVision

chinese company, galaxycore, is a better replacement here. omnivision is currently getting crushed by them in the low-to-mid tier market. galaxy cmos tech is behind sony and samsung, but if big guys throw money at 'em you never know

 

[Bussard Ramjet]

chinese company, galaxycore, is a better replacement here. omnivision is currently getting crushed by them in the low-to-mid tier market. galaxy cmos tech is behind sony and samsung, but if big guys throw money at 'em you never know

But wouldn't it be better to throw money on omnivision that has had years of experience in CMOS, and essential patents to sell its stuff, rather than galaxy core which is an upstart.

Also, as far as I recall, I didn't see any major change of market share among vendors in the CMOS imaging field. Galaxy core had (if I recall correctly) some 3-4% market share. Omnivision was around 15%.

Sony was dominating as usual.

And Sony would have dominated even harder if we were counting actual revenue or profits instead of unit sales.

 

[qwerrty]

But wouldn't it be better to throw money on omnivision that has had years of experience in CMOS, and essential patents to sell its stuff, rather than galaxy core which is an upstart.

Also, as far as I recall, I didn't see any major change of market share among vendors in the CMOS imaging field. Galaxy core had (if I recall correctly) some 3-4% market share. Omnivision was around 15%.

Sony was dominating as usual.

And Sony would have dominated even harder if we were counting actual revenue or profits instead of unit sales.

omnivision doesn't even exist anymore in the mobile market and we're talking about mobile cmos here..

 

[Bussard Ramjet]

omnivision doesn't even exist anymore in the mobile market and we're talking about mobile cmos here..

Really?
But the image that you cited says no such thing. It would be inconceivable of omnivision to have 12% overall market share without existing in the largest cmos market which is mobile.

 

[qwerrty]

Really?
But the image that you cited says no such thing. It would be inconceivable of omnivision to have 12% overall market share without existing in the largest cmos market which is mobile.

probably too tiny to be mentioned

 

[Bussard Ramjet]

probably too tiny to be mentioned

No the image has no breakdown of mobile cmos revenues of any players. Only overall breakdowns.

Also, can you please find out more about AMEC and TOPEC, who I hear are gaining market share in MOCVD equipment.

 

[qwerrty]

No the image has no breakdown of mobile cmos revenues of any players. Only overall breakdowns.

Also, can you please find out more about AMEC and TOPEC, who I hear are gaining market share in MOCVD equipment.

it shows where the company made the most money from. omnivision making a lot money from laptop cameras and webcams. their mobile cmos market share was reported to be eaten away by galaxycore few years ago, so i'm guessing it's not big at all in year 2017.

 

[Adam WANG SHANGHAI MEGA]

i would

Got my eyes fixed on that Mate 10 lite

https://www.gsmarena.com/huawei_mate_10_lite-8857.php

@Zibago @Hell hound

like to buy one to.support it, but beyond my economic plan for the moment, i would like to spend 3000RMB(500 USD)on my son's education instead of buying a mate 10
cellphone....
i am currently using LETV le 2

see below

almost freely provided by CHINA mobile but of course need to subscribe a two year contract from it
BUT mate10 is definitely a beautiful and remarkable phone!

 

[Bussard Ramjet]

it shows where the company made the most money from. omnivision making a lot money from laptop cameras and webcams. their mobile cmos market share was reported to be eaten away by galaxycore few years ago, so i'm guessing it's not big at all in year 2017.

I think you have confused the color yellow in the two figures.

The yellow scheme used for computing in first figure, has nothing to do with the yellow scheme in the second figure used for Omnivision.

Also, can you find the details about AMEC and TOPEC?

Veeco has even filed a patent infringement complaint against one of the suppliers of AMEC, and it was reported that it would hurt AMEC.

 

[Adam WANG SHANGHAI MEGA]

MENU
HUAWEI Mate 10
SIZE
Width:

77.8 mm

Height:

150.5 mm

Depth:

8.2 mm

Weight:

About 186 g

*Product size, product weight, and related specifications are theoretical values only. Actual measurements between individual products may vary. All specifications are subject to the actual product.

COLOUR

• Black
• Champagne Gold
• Mocha Brown

ALP-L09:
Mocha Brown/Black

ALP-L29:
Mocha Brown/Black/Champagne Gold

DISPLAY
5.9" HUAWEI FullView Display
16:9 LCD Display
2560 x 1440* pixels, 499 ppi
16.7M Colours, Colour Saturation(NTSC): 96%
High Contrast: 1500:1 (Typical)

CPU
HUAWEI Kirin 970
Octa-Core CPU (4*Cortex A73 2.36GHz + 4*Cortex A53 1.8GHz) + i7 co-processor, Mali-G72 MP12 GPU
NPU: Neural Network Processing Unit

OPERATION SYSTEM
Android™ 8.0

MEMORY
4GB RAM + 64GB ROM*
Micro SD card slot, support up to 256GB* (uses SIM 2 slot)

*Due to limitations in CPU processing power, memory used by the operating system and pre-installed applications, the actual space available to users may be less than the stated memory capacity. Actual memory space may change due to application updates, user operations, and other related factors.

NETWORK
ALP-L09:
FDD-LTE: Band 1/2/3/4/5/6/7/8/9/12/17/18/19/20/26/28
TD-LTE: Band 34/38/39/40
UMTS(WCDMA)/HSPA + /DC-HSDPA: Band 1/2/4/5/6/8/19
TD-SCDMA: Band 34/39
GSM/EDGE: 850/900/1800/1900MHz

ALP-L29:
SIM1:
FDD-LTE: Band 1/2/3/4/5/6/7/8/9/12/17/18/19/20/26/28
TD-LTE: Band 34/38/39/40
UMTS(WCDMA)/HSPA + /DC-HSDPA: Band1/2/4/5/6/8/19
TD-SCDMA: Band 34/39
GSM/EDGE: 850/900/1800/1900MHz

SIM2:
FDD-LTE: Band 1/2/3/4/5/6/7/8/9/12/17/18/19/20/26/28
TD-LTE: Band 34/38/39/40
UMTS(WCDMA): Band 1/2/4/5/6/8/19
GSM/EDGE: 850/900/1800/1900MHz

GPS
GPS/Glonass/BDS

CONNECTIVITY
Wi-Fi 2.4G/5G, 802.11a/b/g/n/ac with Wi-Fi Direct support
BT4.2, support BLE
Support aptX/aptX HD and LDAC HD Audio
USB Type C
DisplayPort 1.2

SENSORS
Fingerprint Sensor, G-Sensor, Gyroscope Sensor, Compass, Ambient Light Sensor, Proximity Sensor, Hall Sensor, Barometer, Infrared Remote Control

CAMERA
Main Camera
20MP Monochrome + 12MP RGB, f/1.6
OIS (Optical Image Stablisation)
BSI CMOS
Dual-LED Flash
PDAF + CAF + Laser + Depth Auto Focus
2x Hybrid Zoom
4K Video Recording

Front Camera
8MP FF, f/2.0

AUDIO
Audio File Formats
MP3, MP4, 4GP, OGG, AMR, AAC, FLAC, WAV, MIDI

VIDEO
Video File Formats
3GP, MP4, WMV, ASF

EMOTION UI
EMUI 8.0

BATTERY
4000mAh (Typical Value)*

*Typical value. Actual capacity may vary slightly.
This capacity is the nominal battery capacity. The actual battery capacity for each individual phone may be slightly above or below the nominal battery capacity.

DUAL SIM SUPPORT
ALP-L09:
Single SIM

ALP-L29:

Dual SIM

NFC
NFC supported

IN THE BOX
Handset×1
3.5mm Earphones×1
Charger×1
USB-C Cable×1
Flexible Clear Case×1
Quick Start Guide×1
Eject Toolx1

















*The preceding specifications are theoretical values based on product design. To provide accurate product information, specifications, and features, HUAWEI may make real-time adjustments to the preceding specifications, so that they match the product performance, specifications, indexes, and components of the actual product. Product information is subject to such changes and adjustments without notice.

 

[qwerrty]

I think you have confused the color yellow in the two figures

The yellow scheme used for computing in first figure, has nothing to do with the yellow scheme in the second figure used for Omnivision.
.

it does have to do with it. look again. the second image is just a little lighter. the only color that doesn't match with the first image is the "other"

Also, can you find the details about AMEC and TOPEC?

Veeco has even filed a patent infringement complaint against one of the suppliers of AMEC, and it was reported that it would hurt AMEC.

amec just got big orders recently. gonna have to until next year for details. you can search last year report, but they look like little guy.

 

[Martian2]

Yes, true.

Though I was focusing more on semiconductors alone, which won't include camera module.

Otherwise, China also supplies the battery, chassis, material, PCB, and other small things.




I am not talking about just so-so components.

I am talking about having the ability to go head to head with the best in the world.

So, as for the 4 different things you mentioned:

Image Sensors- Sony's dominance and quality is unparalleled. Almost every phone or device, from which ever manufacturer, who wants a high quality premium camera, employs Sony sensors.
Omnivision, or other small Chinese or Korean or Taiwanese, or even American companies haven't been able to match it.

DRAM- Those are plans. Nanya's dram is not suitable for the high end phones again. And we will have to wait and see if Chinese players can really catch up to SK Hynix or Samsung.

NAND- Again, Samsung is the benchmark here, and even Chinese plans, that themselves are uncertain, aren't equalling Samsung for some time.

MEMS Sensors- Again, there are various companies both in mainland, and Taiwan, that will make many of these sensors. The trick is again the quality.


Also, I don't see China using American components due to trade. All american chips are manufactured in Taiwan, Mainland, or Korea, so those chips anyways show up as Taiwanese, or Korean exports rather than American exports in trade figures.

OmniVision has $1.4 billion in annual sales. It is not a small company.

OmniVision Announces New 13MP High-End Camera Sensor | Android Headlines (February 23, 2016)
"The OV13870 PureCel Plus-S is a 13-megapixel sensor built on a new 1.25-micron pixel architecture by OmniVision, capable of capturing full-resolution 13MP still images at 45 frames per second (FPS). The video part is also pretty impressive and the sensor can record in 4K2K (ultra-high resolution) at 240 FPS, or in HD at 300 FPS. 'The trend towards bigger pixels is picking up as the resolution race slows down, making the OV13870’s larger 1.25-micron pixel and high-speed architecture well-suited for premium mobile applications,' commented Manish Shelat, senior Product Marketing Manager for the company, highlighting that the sensor’s dual camera capability can provide key functionalities for phone manufacturers as devices with two cameras is gaining popularity. One important characteristic of the OV13870 is that it has a 5.2 mm module height, which is helpful on thinner smartphones and avoids weird camera bumps, as seen on the Galaxy S6."

Supplier companies are chosen based on the price quote and performance specifications.

If necessary, another company can meet the performance specifications at a higher price. It is simply a matter of economics.

You are implicitly arguing that some of those suppliers have a monopoly. That is not the case. Samsung and many other companies compete on price. They have the largest volume and charge lower prices. This is how they keep their smaller competitors at bay.