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Explore the world "Core" thing: Chinese people catching up in the era of AI

at the beginning of this year, Huawei released the world's first 5g base station core chip, and China is temporarily in the leading position in the field of 5g chips. However, looking at the whole chip industry, China's chip production capacity is still insufficient, and many links still rely on imports. In the face of the obvious high-speed growth point, it is both an opportunity and a challenge.

according to the statistics of the General Administration of customs, China's total imports of integrated circuits in 2018 The total volume of exports in 2018 was only 84.6 billion, less than one third of the import volume

at the upcoming node of 5g era, AI, IOT and other emerging technologies will undoubtedly usher in a wave of rapid development again, and the demand for chips will continue to grow

how to grasp this huge opportunity has become the focus of China and even the world

can read the value directly in the experimental results

on March 21, an activity with the theme of chip was held in Shibei high tech Park: "magic cube big data" industry application series forum No. 31 - Global "core" event sharing

the think tank of computing power, together with leading experts from Shanghai Municipal Commission of economy and information technology, Shanghai Municipal Commission of science and technology, Shanghai big data alliance, Shibei hi tech and Huamei Semiconductor Association, jointly discussed the challenges and opportunities of the chip industry at this important time node

1

there is a huge gap between China and the rest of the world, and it will take time to catch up

in the hot spots and direction of semiconductor development in the world and China, Dr. Yin Yiyan, President of Shanghai Friendship Association of Huamei Semiconductor Association, first shared some data. In 2017, the self-sufficiency rate of China's chip industry was 13%. In other words, domestic chip imports accounted for 87% in 2017. Even with the country's vigorous development of chips, the self-sufficiency rate is still expected to be only 16.7% in 2022

at the same time, China's chip manufacturing industry tends to be medium and low-end products, and 90% of important chips such as CPU, MCU and FPGA need to be imported. Therefore, once trade restrictions such as the ZTE incident occur, China's entire science and technology industry will be affected

Yin Yiyan also said that the Chinese government has made up its mind to develop its own semiconductor technology and has invested a lot of money to support the chip industry since 2016

according to statistics, there were 1689 chip design enterprises nationwide in 2018, 318 more than 1380 last year, an increase of 23%. This is the second time that the number of design enterprises has increased significantly since the number of design enterprises increased by more than 600 in 2016

China has also gradually formed four chip industry sectors, including the Yangtze River Delta, the Pearl River Delta, the Bohai Bay Rim and the central and western regions, involving design, manufacturing, packaging and testing

China also has its own advantageous link in the chip industry, cr0.19. Among the top 10 enterprises in the global chip packaging test, 3 are local enterprises in Chinese Mainland and 5 are Taiwan enterprises

China has also made very advantageous products in the 5g and chip fields represented by the chip products of Huawei Hisilicon and Spreadtrum technology

2

experts share that a new blue ocean of AI chips is coming

in addition to the industrial comparison between China and the world brought by India Yiyan, many industry experts at this sharing meeting analyzed the future opportunities and challenges from the industry frontier

the first opportunity lies in AI chips. Yiou think tank released a report on artificial intelligence chips two days ago. According to the report, the life cycle of the AI chip industry is in its infancy and the market is growing rapidly. AI chip is the key to the integration of chip industry and artificial intelligence industry, especially AI system chip

according to Gartner's prediction, the global AI chip market will soar in the next five years, from $4.27 billion in 2018 to $34.3 billion, an increase of more than seven times

Why did the chip industry produce new artificial intelligence chips? Dr. Wei Huafang, vice president of chip design technology of novumind in Silicon Valley, explained from the perspective of manufacturers

therefore, AI also needs special AI chips to meet the computing needs of deep learning. Novutensor, a chip developed by heterogeneous intelligence where Wei Huafang is located, is a special artificial intelligence chip. "With only 1/5 of the power, you can achieve 4% of the computing power of the server gpu8." Dr. Wei said that this is the only mass-produced AI chip in the world with server GPU/TPU level performance and power consumption to meet the embedded requirements

Dr. Shi Songhua of Ti, Dr. Tao Gengming, President of Shengdi Yago branch of Huamei Semiconductor Association, and Dr. Xu Hongtao, director of Shanghai Branch of Huamei Semiconductor Association introduced the upstream and downstream of the chip industry from the design and manufacturing of chips and the application of RF technology respectively. Tao Gengming pointed out that in the past, we paid more attention to design, but in fact, the milestone of chip development is based on manufacturing technology, and materials and technology are its core. The future development of the chip industry is bound to make the joint optimization of design and manufacturing

zhaojianmin, director of the research department of computational intelligence, also shared the most commercially valuable direction of chip technology at the meeting. Zhao Jianmin believes that the terminal inference chip may be a hot spot in the current market. The arrival of 5g will strongly promote the artificial intelligence market, and inference chips deployed on edge devices such as consumer electronics, autonomous vehicle, security devices, IOT devices will have a high growth

3

China's rise? Reflection on global cooperation

a question raised by Ma Huimin, deputy general manager of Shibei high tech, at today's round table forum can very well reflect the current state of mind of various countries on the chip industry. Ma Huimin's question is: can the 5g chip developed by Huawei Hisilicon semiconductor represent the rise of China's chip industry

the importance of chips is self-evident, so the development of upstream and downstream technologies in the chip industry is the top priority of the world

the ZTE incident last year made all countries aware of the great power of technical sanctions. Therefore, the Chinese government has vigorously developed the chip industry, hoping that it will no longer be controlled by others

however, the interpretation of Wei Huafang and Dr. Tao Gengming from a commercial perspective also gives us a little reflection on cooperation or competition in the era of globalization

both of them believe that, regardless of political factors, including precision thermoplastic extrusion, secondary processing and silica gel manufacturing and assembly, the most efficient way is to do what they are best at. Apple does not develop its own camera, but buys Sony products. In fact, the estimated investment of the red 4 phase 2 project is 4.94 billion yuan, which is a case of reducing research and development costs and seeking global cooperation. The development of a single technology cannot drive the development of the whole industry. On the contrary, focusing on core technology and seeking international cooperation may be a more efficient and economic way than pursuing the development of a large and comprehensive whole industry chain