Jay Goldberg: “Huawei’s Balong 5G modem has the best performance on the market currently.”

A year ago, I wrote that the top of the line Qualcomm and HiSilicon chips were “comparable.” At MWC 2019 respected analyst Jay Goldberg concluded that Huawei has even pulled ahead.

Goldberg went on to say Qualcomm 2nd generation chip, already sampling, should catch them up. Mediatek and Samsung expect chips this year. Intel doesn’t.

Both Qualcomm & HiSilicon uses the 7 nm process at TSMC. Hundreds, perhaps thousands, of engineers are needed to design these chips. There are an almost unbelievably complex 15-20 billion transistors.

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