If you are interested in this topic, check out the Global Semiconductor playlist: ruclips.net/p/PLKtxx9TnH76QEYXdJx6KyycNGHePJQwWW And if you enjoy what this channel does, consider subscribing. Appreciate it.
Should mention here in the "dumping" era, yields (number of good chips on a wafer) in the USA were about %50, whereas yields in Japan were %90, and thus that was a good part of the cost advantage. The Japanese makers were also climbing the scaling curve. This was when Intel was still making EPROMs and they had transparent lids to allow UV erasure. To users of these parts, the difference between Intel and other US makers and Japan was obvious: you could clearly see the die sizes on US parts was twice as large as the Japanese parts for the same memory size. Thus the US electronics consumers took the whole "dumping" nonsense, led by Micron, with a large grain of salt. I recall in those days going to the Akihaba market in Tokyo and being able to buy memory chips from street vendors at 2-4 times the capacity of US available memories for half the price. And no, that is not a joke. Literally street vendors with one seller and a table.
Yep, the only American company that kept up to the Japanese in leading edge integration back then was IBM, but it didn't have the same production scale.
The US has benefited from technology transfers FROM Japan too. I recall Honda accepting many junior engineers from Chrysler to learn how Honda built cars. New hires were sent because they hadn’t yet become steeped in Chrysler’s ways of doing things. Then there were all the books on Toyota’s production system, lean production, the Five Whys, kanban, the Taguchi method, etc. Technology transfer is what happens when there are fewer barriers. It’s not something that has to be coerced.
Despite they are disappeared from the front end play, japan still exists strongly in the backstage of the semiconductors supply chain, by production machinery and chemicals.
@linkzable soft x ray cannot be used for lithography as the mask hovers 1 micron above the wafer . However EUV behaves like soft x ray X ray lithography was tried by ibm in its heyday however failed badly Watch chris mack poster session at spie on the history of lithography for more information
For a person like me that had already worked for 1/2 of my life on semiconductor industry, these information are priceless. I had used TEL probers on my old role, when WLCSP package was still starting and appreciate their technology but didn't bother to know who TEL is, but now I know, thank you.
I used to work as in Dry Etch Process Development & often develop process recipes with TEL, AMAT & LAM etch equipment concurrently to see which works better for the process step. Would love to see a video on LAM and the comparison of the three companies product lines in dry etch!
Thank you for making these really informative vids. I was absolutely clueless about semi-conductors until very recently and my interest was only sparked by intrigue about how the entity list restrictions were going to damage/change Huawei. Thank to your efforts I am now getting a better understanding of this complex industry (even if the science is baffling) and why new facilities run to $USbns. One thing I noticed was the US dimension in their product line-up and I was wondering what impact this would have on exports to China, their biggest market. Presumably SMIC is one of their biggest customers.
@@anywhereroam9698 Yes but not the suppliers. CATL is like TSMC for the cells and I'd love to know more about the ASML and TEL of the battery industry.
Quick correction: the dollar shock of 1971 was not as a result of the Plaza Accords, which took place in 1985. The dollar shock of 1971 was referred to as the Nixon Shock as he ended the Bretton-Woods agreement, or tying of the US dollar to the gold standard.
Probably not a bad idea to also go into flat panel makers, which has become a "winner take all" industry much like ICs, and also rides the scaling curve.
US also kinda helped China’s rise and looking at the situation now, I don’t know whether they should have done it. Now USA is partnering up with Japan again to secure chip and tech industry. So ironic.
How much critical components are in those ASML machines that are made by Japanese, US and German companies? My understanding is that those high tech ASML machines uses Carl Zeiss lenses. Carl Zeiss is not from the Netherlands, its GERMAN. So I dont understand how ASML "fanboys" exist. Also ASML was a company no one talked about years ago. I used to bring them up on forums and no one knew who the hell they were. Its interesting that the media is suddenly talking about them. And one more thing, I've noticed that Intel fabs have a lot of Nikon, Canon and Olympus equipment in them. I wonder what those machines do. The only Japanese company that I hear the media (CNBC) talk about a lot in chip-making is Advantest. Maybe you should do a video about them another time.
The lens is a critical part of the lithography machines but so what? Canon and Nikon tried to compete with ASML but couldn't. It wasn't because of the lens technology. It was because of all the know-how and components that ASML put together in one machine.
@@capmidnite The point is ASML has suppliers. They dont make every component in house. I worked at a company that had TROTEC laser engraving machines. TROTEC is Austrian, but when I looked inside the machine I saw Japanese chips and parts.
@@Molybed1 Every big company has suppliers. Zeiss and Trumpf and other companies also rely on their suppliers. All these companies joined their effort to bring this tech to market. People should understand this and stop acting as fanboys.
Very informative video. I appreciated the part that that Government in Japan forces foreigners to do joint ventures in the country first before you could do business there in order to leverage technology and build their people up. I am Caribbean decent and always wondered why other countries don't do this or any developing countries for that matter.
China has been doing this since economic reforms in the 70s. Labelled as unfair practices by the US though and part of the origins of the trade war. Japan is a US ally though so doesn’t get this, although in the 90s the US did a similar thing to Japanese imports.
13:51 so they do have a monopoly? Unless I'm missing something none of the companies listed are direct competitors of ASML. The fact that they depend on suppliers doesn't mean they're not a monopoly, it just means they aren't vertically integrated.
In the 70s Japanese company went through the same thing that Huawei and others going through today. The Japanese announced they are going to develop next generation computer systems. There was a massive criticism from the American until the Japanese abandoned it.
I would love for you to talk about when you think China is invading Taiwan, what would that look like, and what would happen to companies like TSMC if this were to happen. I love your content! Thank you for the knowledge.
China invading Taiwan would be a disaster for the world economy (and China's manufacturing) as IT supply chains get abruptly disrupted. Even if the invasion was quick, short and minimally disruptive, TSMC might not be viable over the long term if key personnel flee to other countries. A company is not just the sum of its physical capital but also includes it intangible capital: the engineers and technicians who might be strongly anti-PRC.
@@eduwino151 I can just imagine the helicopters hovering overhead with their cables and grappling hooks and the engineers holding on as everything goes BOOM.
@@capmidnite though invading Taiwan wont be a cake walk for china, Taiwan is basically a floating bunker and has stockpiled thousands of antiship missiles more than enough to probably smoke most of chinas invading fleet
What a revolting and disgusting comment (OP's). And somehow getting upvoted, so looks like we've got other like-minded people with zero self-awareness. Regarding your suggestion, no thanks.
Great company profile. Would you mind making one on some of the bigger metrology companies that make the fabs run, like KLA Tencor for example? Thanks a lot
brilliant video, highly enjoyable to listen to. My only disappointment was something about this video not being a full explanation of chip process manufacture ', was like' " but i've brought popcorn"
Did they ditch their Expedius line of batch clean tools? Beautifully designed and designed for serviceability. Probably more expensive than some of the competition.
Diagram 6:41 is a little too simplified. Your Oxide/Nitride deposition phase should be a general deposition phase so it can also lay down a conductor layer as a deposition or film layer in those higher layers, e.g. polysilicon or other conductor, otherwise you are etching the tracks then going back and simply refilling them with silicon dioxide and silicon nitride (which are both very good insulators).
Canon and Nikon do produce DUV, but not EUV. Despite the author taking a jab at the mainstream media on ASML. It really is unique in the Industry. Nikon and Cannon both are currently in full capacity due to Fab shortage.
@@ksec6631 There is high DUV demand at the moment and there are only 3 companies in market. I hope Nikon and Canon make some next generation machine, even if DUV is in full demand there needs to be next generation product other than faster DUV machines.
@linkzable China hasn't produced any EUV. Japanese companies Nikon, Canon has experimented on EUV technology 10+ years ago but gave up due to high cost as they were loosing money due to bad economy financial crisis and low profit margin in camera, China is now doing experimentation but not commercialized yet.
4:36 Ain't no way I just heard you say DRAM the same way someone would say drum. Edit: You still get a like, because great video, but I found it funny lol
You said TEL doesn't sell wet etch equipment? Curious, though it's been a couple years since I've been directly involved. I haven't heard of any changes as-to wet etch equipment being supplied by TEL. May be this is due to definition of cleaning.
@King Lee Though one of the world’s biggest telecom markets, India didn’t even have a proper telecom standards body of its own till 2016. Then, against all odds, it managed to come up with a new standard to increase the range of a 5G base station 4-5X. Not only would this standard, called “Low Mobility Large Cell” (LMLC), allow operators to boost the range of telecom networks in India’s vast rural and semi-urban areas, it would also increase the battery life of mobile phones. By 2019, India managed to gatecrash the International Telecommunications Union (ITU), the UN body overseeing the development of new 5G standards. LMLC got included in the specs and even got a moniker: 5Gi. So far, so good. Next, India tried to get its new standard accepted by the 3GPP, the global telecom standards super-body that decides the standards vendors finally implement. Sadly, India got stonewalled there. “5Gi is not part of 3GPP and there will not be any interoperability between 5G and 5Gi any time soon-if ever,” says Joe Barrett, president of the Global mobile Suppliers Association (GSA), in an emailed response to The Ken in today’s story. This means that 5Gi got stuck in the twilight zone between standards and adoption. Since LMLC isn’t part of core 5G, vendors have the option to include (or exclude) it. Reliance Jio supports 5Gi. Bharti Airtel doesn’t. Neither do big telecoms vendors such as Nokia and Ericsson. Qualcomm, Mediatek, and Samsung are sitting on the fence. Will India’s indigenisation efforts lead to a Balkanization of telecom standards? Or is this just a bogey used to shut out a scrappy and efficient newcomer? Get all the answers in Seema’s story today. It's our free story for the week, do share it
"Such tactics remain controversial..." I get what you're saying and that it's simply a fact you're trying to communicate, so this isn't directed at you in any way, only whoever has issues with those practices. To me it seems just plainly the smart thing to do, and completely reasonable... it would be foolish to give up your own domestic market completely to foreign companies and profit for nothing in return, with no plans to develop your own nation's industries. Especially given how the US operates, any leverage a nation like Japan could use to be more than a vassal state... it would be almost treason in a sense to not use what little you have and get something out of they money that the US is about to make off of your people.
@@andersjjensen by occupy I mean is there a us based company that is critical in the manufacturing of these chips. Obviously excluding all the players at the end of the supply chain like amd, Intel and apple.
If you are interested in this topic, check out the Global Semiconductor playlist: ruclips.net/p/PLKtxx9TnH76QEYXdJx6KyycNGHePJQwWW
And if you enjoy what this channel does, consider subscribing. Appreciate it.
I work for Tokyo Electron America. We just call it "TEL" (pronounced "tell")
As someone that works on the TEL Cellesta-i systems, it gives me great pride to tell people I am a dishwasher mechanic.
Ayyy, SPS gang represent!
What are the 3 or sometimes 4 what looks like water fountains on the machines?
Having worked a lot with an Oxford Instruments PlasmaPro ICP-RIE, I tell people it's a vacuum cleaner hooked up to a microwave oven.
One question, does cellesta-i used for euv development or tel lithous pro is used
TPS gang here
I work for Tokyo Electron. Great video.
That's awesome
Should mention here in the "dumping" era, yields (number of good chips on a wafer) in the USA were about %50, whereas yields in Japan were %90, and thus that was a good part of the cost advantage. The Japanese makers were also climbing the scaling curve. This was when Intel was still making EPROMs and they had transparent lids to allow UV erasure. To users of these parts, the difference between Intel and other US makers and Japan was obvious: you could clearly see the die sizes on US parts was twice as large as the Japanese parts for the same memory size. Thus the US electronics consumers took the whole "dumping" nonsense, led by Micron, with a large grain of salt. I recall in those days going to the Akihaba market in Tokyo and being able to buy memory chips from street vendors at 2-4 times the capacity of US available memories for half the price. And no, that is not a joke. Literally street vendors with one seller and a table.
Wow!!!
I Shid
Yep, the only American company that kept up to the Japanese in leading edge integration back then was IBM, but it didn't have the same production scale.
I hope you can cover more low key companies like TEL in the upcoming videos. It's amazing !
Heartily agreed.
The US has benefited from technology transfers FROM Japan too. I recall Honda accepting many junior engineers from Chrysler to learn how Honda built cars. New hires were sent because they hadn’t yet become steeped in Chrysler’s ways of doing things.
Then there were all the books on Toyota’s production system, lean production, the Five Whys, kanban, the Taguchi method, etc.
Technology transfer is what happens when there are fewer barriers. It’s not something that has to be coerced.
Despite they are disappeared from the front end play, japan still exists strongly in the backstage of the semiconductors supply chain, by production machinery and chemicals.
Your impression of "Internet Experts" was spot on! :D
Could you do a review on Applied Materials too? Thanks!
I see Applied Materials everywhere and know ppl who work there but I’ve never really known about them…
Yeah it’s on the roadmap.
Same with Lam Research. Keep up the content man, all your videos are great and super informative.
@linkzable soft x ray cannot be used for lithography as the mask hovers 1 micron above the wafer .
However EUV behaves like soft x ray
X ray lithography was tried by ibm in its heyday however failed badly
Watch chris mack poster session at spie on the history of lithography for more information
For a person like me that had already worked for 1/2 of my life on semiconductor industry, these information are priceless. I had used TEL probers on my old role, when WLCSP package was still starting and appreciate their technology but didn't bother to know who TEL is, but now I know, thank you.
Good overview of an important but low profile company. Thanks
would like to see the silicon wafer supplier too, like Shin Etsu Chem
please do a review on Japanese semiconductor raw material manufacturers. Shinetsu, Tokyo Ohka Kogyo, etc
These videos are damn informative, i love them... blessed was the day i found out about this channel and clicked on a video.
pls do one for Lam Research and Applied Materials
TEL is a great company to work and undertake projects for.
loved what you are doing. Will be great if you can cover lesser known companies like Broadcom, KLA tencor, ON Semiconductor
I want to see Bosch
Japan became a world supplier of semiconductor manufacturing equipment due to a culture where they prioritize sanitation.
Once again fantastic video! Would love to see how Applied Materials product line is different from Tokyo Electron.
I used to work as in Dry Etch Process Development & often develop process recipes with TEL, AMAT & LAM etch equipment concurrently to see which works better for the process step. Would love to see a video on LAM and the comparison of the three companies product lines in dry etch!
Thank you for making these really informative vids. I was absolutely clueless about semi-conductors until very recently and my interest was only sparked by intrigue about how the entity list restrictions were going to damage/change Huawei. Thank to your efforts I am now getting a better understanding of this complex industry (even if the science is baffling) and why new facilities run to $USbns.
One thing I noticed was the US dimension in their product line-up and I was wondering what impact this would have on exports to China, their biggest market. Presumably SMIC is one of their biggest customers.
Very informative video, please do one on kla tencor and lam research too!!
I'd love the same analysis with battery industry
Yup. Let's hear about SANYO (before they were bought by Panasonic).
@@Molybed1 There are many great suppliers needed to produce cells
He had a video on CATL
@@anywhereroam9698 Yes but not the suppliers. CATL is like TSMC for the cells and I'd love to know more about the ASML and TEL of the battery industry.
Let's hear about Sony batteries since they are the one who started mass production of lithium batteries.
Lam Research next please :)
Quick correction: the dollar shock of 1971 was not as a result of the Plaza Accords, which took place in 1985. The dollar shock of 1971 was referred to as the Nixon Shock as he ended the Bretton-Woods agreement, or tying of the US dollar to the gold standard.
Keep the great work! I learn amazing stuff on your channel. 😊
very good video! I did not know about Tokyo Electron.... I know some basics for the IC manufacturing process but this company totally eluded me.
I want to request "Japan-US trade war in 1980's" and "Rise and Fall of Japan Semiconductor".
Amazing video! Looking forward to your videos about applied materials, lam research and LKA....cheers
7:45 the brightest photolithography area I have ever seen
New photoresists are resilient enough that you don’t need the yellow lighting for them anymore 👍🏻
Still an incredibly bright area if I’m honest
Will appreciate if you can do one on Lasertec Japan
Thank you for stressing the multinational effort that is required!
So TEL is basically the photo-negative of ASML. ASML makes photolithography machines, and TEL makes everything else.
No they do not make inspection and metrology equipment
ASML makes meteorology tools that are on TEL litho tools
TEL: The man behind the curtain.
Yup.
Can you do one on KLIC Kulicke and Soffa, or Lam Research, or AMAT, or KLAC-Tencor?
Probably not a bad idea to also go into flat panel makers, which has become a "winner take all" industry much like ICs, and also rides the scaling curve.
Thanks for the video!
Can you do disco? The wafer dicing saw company.
plaza accord really destroyed japan's electronics industry
Looking at the shitshow situation we are in now, in hindsight we shouldn't have done that to Japan....
US also kinda helped China’s rise and looking at the situation now, I don’t know whether they should have done it. Now USA is partnering up with Japan again to secure chip and tech industry. So ironic.
Your never heard of Nikon arF immersion lithography system? Nikon NSR- S635E😮
Thanks!!
How much critical components are in those ASML machines that are made by Japanese, US and German companies? My understanding is that those high tech ASML machines uses Carl Zeiss lenses. Carl Zeiss is not from the Netherlands, its GERMAN. So I dont understand how ASML "fanboys" exist. Also ASML was a company no one talked about years ago. I used to bring them up on forums and no one knew who the hell they were. Its interesting that the media is suddenly talking about them. And one more thing, I've noticed that Intel fabs have a lot of Nikon, Canon and Olympus equipment in them. I wonder what those machines do. The only Japanese company that I hear the media (CNBC) talk about a lot in chip-making is Advantest. Maybe you should do a video about them another time.
There’s a Carl Zeiss video in early access. Will be released to the public in a few months.
Trumpf is also a German based company.
They make the lasers that vaporize tin used as a light source in ASML's EUV machines.
The lens is a critical part of the lithography machines but so what? Canon and Nikon tried to compete with ASML but couldn't. It wasn't because of the lens technology. It was because of all the know-how and components that ASML put together in one machine.
@@capmidnite The point is ASML has suppliers. They dont make every component in house. I worked at a company that had TROTEC laser engraving machines. TROTEC is Austrian, but when I looked inside the machine I saw Japanese chips and parts.
@@Molybed1 Every big company has suppliers. Zeiss and Trumpf and other companies also rely on their suppliers. All these companies joined their effort to bring this tech to market. People should understand this and stop acting as fanboys.
thank you and posted to reddit
I've heard of and seen the TEL diffusion furnace, but I used to work on the Kokusai machines.
Very informative video. I appreciated the part that that Government in Japan forces foreigners to do joint ventures in the country first before you could do business there in order to leverage technology and build their people up. I am Caribbean decent and always wondered why other countries don't do this or any developing countries for that matter.
China has been doing this since economic reforms in the 70s. Labelled as unfair practices by the US though and part of the origins of the trade war. Japan is a US ally though so doesn’t get this, although in the 90s the US did a similar thing to Japanese imports.
Very informative, thank you very much.
13:51 so they do have a monopoly? Unless I'm missing something none of the companies listed are direct competitors of ASML. The fact that they depend on suppliers doesn't mean they're not a monopoly, it just means they aren't vertically integrated.
Didn't know Japanese invented the practice of joint venture requirement for "knowledge transfer". 😲
In the 70s Japanese company went through the same thing that Huawei and others going through today. The Japanese announced they are going to develop next generation computer systems. There was a massive criticism from the American until the Japanese abandoned it.
I would love for you to talk about when you think China is invading Taiwan, what would that look like, and what would happen to companies like TSMC if this were to happen.
I love your content! Thank you for the knowledge.
China invading Taiwan would be a disaster for the world economy (and China's manufacturing) as IT supply chains get abruptly disrupted. Even if the invasion was quick, short and minimally disruptive, TSMC might not be viable over the long term if key personnel flee to other countries. A company is not just the sum of its physical capital but also includes it intangible capital: the engineers and technicians who might be strongly anti-PRC.
the TSMC fabs will be rigged to blow up and the engineers and their families spirited away to Japan
@@eduwino151 I can just imagine the helicopters hovering overhead with their cables and grappling hooks and the engineers holding on as everything goes BOOM.
@@capmidnite though invading Taiwan wont be a cake walk for china, Taiwan is basically a floating bunker and has stockpiled thousands of antiship missiles more than enough to probably smoke most of chinas invading fleet
What a revolting and disgusting comment (OP's). And somehow getting upvoted, so looks like we've got other like-minded people with zero self-awareness. Regarding your suggestion, no thanks.
3:20 "they would then focus on being the best manufacturer of semiconductor production equipment... that they can be."
That pause! :D
A request : " China dependence on Australian Iron ore" , and how Australia is also dependent on its exports of iron ore (especially Western Australia)
Extremely informative 👌🏼معلومات دقيقة
Regarding cleaning, TEL also acquired FSI with the Merqury and ZETA tools
I only work with KLA Tencor and Applied Materials inspection tools, but this video is interesting.
thanks for super useful contents
Great company profile. Would you mind making one on some of the bigger metrology companies that make the fabs run, like KLA Tencor for example? Thanks a lot
Thermco Systems still makes diffusion furnaces
brilliant video, highly enjoyable to listen to.
My only disappointment was something about this video not being a full explanation of chip process manufacture
', was like' " but i've brought popcorn"
I am also highly curious about that. Hope he expands on the topic in the future.
Is this your best video on understanding the processes of semi conductor manufacturing or is there another for that specific purpose?
Did they ditch their Expedius line of batch clean tools? Beautifully designed and designed for serviceability. Probably more expensive than some of the competition.
No they still service those machines
8:09 What are you talking about, I absolutely loved the technical description.
Great videos ! Any insights about Applied Materials’s Varian Business unit making Ion implanters ?
Still humbling awaiting the video on advanced packaging!
I worked on tel
dry etch tools very nice
The world expert on plasmas was someone I knew and worked with. He worked with most of these companies as a consultant.
Do you think china can dominant semiconductor or catch up to 🇺🇸
can you do one on TCL
Diagram 6:41 is a little too simplified. Your Oxide/Nitride deposition phase should be a general deposition phase so it can also lay down a conductor layer as a deposition or film layer in those higher layers, e.g. polysilicon or other conductor, otherwise you are etching the tracks then going back and simply refilling them with silicon dioxide and silicon nitride (which are both very good insulators).
Is there a way to gauge how well TEL’s products perform relative to LRCX and AMAT as someone who is thousands of miles away from a fab?
Thanks
They compete with Applied Materials for business.
lovely video. minor nitpick, DRAM is pronounced DEE-Ram
How can we expose ourselves to this stock?
...excellent...
The Plaza Accord occurred in 1985 not in 1971?
As i know, the nearest competitor for ASML EUV machine is canon and nikon. Both japanese firms
Canon and Nikon do produce DUV, but not EUV. Despite the author taking a jab at the mainstream media on ASML. It really is unique in the Industry. Nikon and Cannon both are currently in full capacity due to Fab shortage.
@@ksec6631 There is high DUV demand at the moment and there are only 3 companies in market. I hope Nikon and Canon make some next generation machine, even if DUV is in full demand there needs to be next generation product other than faster DUV machines.
@linkzable China hasn't produced any EUV. Japanese companies Nikon, Canon has experimented on EUV technology 10+ years ago but gave up due to high cost as they were loosing money due to bad economy financial crisis and low profit margin in camera, China is now doing experimentation but not commercialized yet.
@linkzable This is false.
"....have been pressuring TBS to sell their shares in Tokyo Electron..."
TEE-BEE-ESS!! DIAAAMOND HANDSU!!!!! URRRAH! *rapid punching sounds*
And isn't TEL also involved in chemical-mechanical polishing (CMP) to planarize the wafer surface?
No that’s AMAT
Looked into this a bit more. There is a Japanese equipment manufacturer in the CMP business, but it's not TEL. It's Ebara.
Work in Intel (eng) with TEL tools. Tactras BX . If it work 3 day without any problem - it's a miracle !!!
Good content in general as always. But wasn't the plaza accord signed in 1985?
I work on TEL tools for Intels biggest fab in Oregon
What exactly is your job? Investment banks could pay you a lot to do the semiconductor research
They don’t.
@@Asianometry 😂
Super !
On e again, we see the long-term value of R and D.
Free shipping only comes on orders of 10mil or more
Hi Asianometry, will you be able to do one on KLA?
Do you mean the Plaza accord of 1985 not 1971 at 3:03 my dude?
4:36 Ain't no way I just heard you say DRAM the same way someone would say drum.
Edit: You still get a like, because great video, but I found it funny lol
Is it “dram” like dam or “D-RAM” like Tshirt?
You said TEL doesn't sell wet etch equipment? Curious, though it's been a couple years since I've been directly involved. I haven't heard of any changes as-to wet etch equipment being supplied by TEL. May be this is due to definition of cleaning.
Shin-Etsu
How come you’re not on Twitter?!
Could you cover India's 5g (5gi)
@King Lee the-ken.com/story/nokia-ericsson-airtel-and-the-big-boys-club-resisting-indias-5gi/
@King Lee Though one of the world’s biggest telecom markets, India didn’t even have a proper telecom standards body of its own till 2016. Then, against all odds, it managed to come up with a new standard to increase the range of a 5G base station 4-5X. Not only would this standard, called “Low Mobility Large Cell” (LMLC), allow operators to boost the range of telecom networks in India’s vast rural and semi-urban areas, it would also increase the battery life of mobile phones.
By 2019, India managed to gatecrash the International Telecommunications Union (ITU), the UN body overseeing the development of new 5G standards. LMLC got included in the specs and even got a moniker: 5Gi.
So far, so good.
Next, India tried to get its new standard accepted by the 3GPP, the global telecom standards super-body that decides the standards vendors finally implement. Sadly, India got stonewalled there.
“5Gi is not part of 3GPP and there will not be any interoperability between 5G and 5Gi any time soon-if ever,” says Joe Barrett, president of the Global mobile Suppliers Association (GSA), in an emailed response to The Ken in today’s story.
This means that 5Gi got stuck in the twilight zone between standards and adoption. Since LMLC isn’t part of core 5G, vendors have the option to include (or exclude) it.
Reliance Jio supports 5Gi. Bharti Airtel doesn’t. Neither do big telecoms vendors such as Nokia and Ericsson. Qualcomm, Mediatek, and Samsung are sitting on the fence.
Will India’s indigenisation efforts lead to a Balkanization of telecom standards? Or is this just a bogey used to shut out a scrappy and efficient newcomer? Get all the answers in Seema’s story today. It's our free story for the week, do share it
Wow their stock has jumped quite a bit last couple years
Amazing what you
i wonder if TEL is involved with IWI.
9:04 lol
this shit is awsome man!
Is there a special reason why you pronounce "DRAM" not as "dee-ram" but as "diram"? Just curious, but I expect this might strike a nerve to some.
"Such tactics remain controversial..." I get what you're saying and that it's simply a fact you're trying to communicate, so this isn't directed at you in any way, only whoever has issues with those practices. To me it seems just plainly the smart thing to do, and completely reasonable... it would be foolish to give up your own domestic market completely to foreign companies and profit for nothing in return, with no plans to develop your own nation's industries. Especially given how the US operates, any leverage a nation like Japan could use to be more than a vassal state... it would be almost treason in a sense to not use what little you have and get something out of they money that the US is about to make off of your people.
I realise in semiconductor company it needs a lot of fund and financing to produce chips
Does the US occupy any portion of this supply chain as a critical non-replaceable component?
I don't think so.
It's would be strange if the US still occupied Japan...
I think US holds the patent for EUV?
@@hcguyz that's like an intellectual stranglehold. I'm thinking in terms of raw manufacturing capability.
@@andersjjensen by occupy I mean is there a us based company that is critical in the manufacturing of these chips. Obviously excluding all the players at the end of the supply chain like amd, Intel and apple.
Please turn off mid roll ads. I love your content but mid roll ads are aggressive...