Custom chips run faster, draw less power, and need less cooling. It’s standard practice to use reprogrammable FPGA’s during test and low volume production. Nearly all designs move to custom when they reach enough volume, 10’s or 100’s of thousands.
Huawei has now shipped 400,000 5G base stations. That it is switching to dedicated chips normally wouldn’t be worth a story. However, experienced analyst Joe Madden told a major newspaper the Europeans wouldn’t be happy with the new units. I see no evidence Europeans carriers are pulling back from Huawei. Two confirmed to me they will happily buy the Huawei radios without the US parts.(more…)