Domestic replacement chip is China's domestic replacement chip Domestic alternative chips aims to reduce dependence on imported chips and semiconductors domestic alternative chips and improve the country's information security and autonomous and controllable capabilities. China's chip semiconductor industry has domestic alternative chips a considerable scale and industrial chain, providing the technical basis and market demand for domestic alternative. Chinese chip semiconductor companies have also made great progress in productivity, such as Huawei's Kirin series chips and ZTE's ZTE Communications systemColumn chip, etc. On September 3, Huawei released the world's first mobile AI (artificial intelligence) chip, which is the industry's first mobile phone chip with an independent NPU dedicated hardware processing unit, marking artificial intelligence from the cloud to the terminal. At present, the core chips in the artificial intelligence industry chain, big data, biometrics, Internet of things, security and other fields, domestic listed companies have made breakthroughs, and terminal AI chips will usher in a period of accelerated development.
Screen chip is a chip specially used to control the display screen, which is responsible for processing image and video signals to drive the display screen to present a clear picture.The screen chip is not a direct substitute for the lithographic chip. A photolithographic chip is a chip manufactured using photolithographic technology, which is one of the core components of modern electronic devices and is responsible for performing various computing and control tasks.
LED display special driver chip, is a chip that provides compensation current for LED, acting as the interface between the microprocessor (microprocessor) and liquid crystal display (LCD). The performance of the driver chip determines the effect of the broadcast of the LED display screen, which is a key component, just like the central nervous system of the human brain, which is in charge of the body's physical actions and brain thinkingThe operation of consciousness.
Carbon-based chips are generally carbon nanotransistor chips made of carbon-based materials.
No foreign materials. The security of the supply of Japanese chip materials is like a sword of Damocles hanging over the head of China's chip industry, so the purpose of using chip replacement materials is to ensure the safety of chips without using other materials. The complete process of chip making includes chip design, chip making, package making, testing and so on, among which the chip making process is particularly complex.
1, Huawei's Kirin series chip is an important result of China's independent research and development, its technological progress is obvious to all, and is gradually narrowing the gap between the international top chip manufacturers such as Qualcomm and Apple. Huawei's Hongmeng operating system has been put into use, marking Huawei's independence at the software level. Despite the external technology blockade, Huawei has made breakthroughs in areas such as 5G technology, which makes other manufacturers and countries feel threatened.
2. Judging from the current situation, HuaFor the Kirin chip has become less and less, and from the point of view of Huawei in tablets and mobile phones to start using Qualcomm's flagship chip, if the ban does not change, then Huawei's Kirin chip in mobile devices will officially become the past, and many Huawei devices will use Qualcomm and Mediatek chips in the future.
3, therefore, Huawei P50 is not equipped with the latest Kirin chip, but uses the 2000 chip of Tianguet. In fact, the disappearance of Kirin chips, for users, in addition to some impact on the belief, the most direct impact is the price.
4, let alone whether the United States willOn Huawei's full release, at least to be sure, the "Hongmeng" system and Kirin chip developed by Huawei have made Google and Qualcomm feel "afraid", which fully proves that if Huawei really does not have two brushes, Google and Qualcomm may not feel "afraid".
5, Kirin 950 start, Huawei Kirin chip has reached the international top level, the latest 970, 980 has also been able to compete with Qualcomm Snapdragon top chip, and in some aspects may be more excellent. But Huawei makes mobile phones, and Huawei is in direct competition with other domestic mobile phone manufacturers. whileQualcomm does not do mobile phones, Qualcomm's business is more focused and single, and domestic mobile phone manufacturers are more assured to use Qualcomm chips. Kirin chip production capacity is limited.
2, Chinese car companies do not have to choose NVIDIA's next generation of DRIVE THOR chip will connect intelligent driving chip and entertainment chip, one chip can solve the needs of intelligent driving and in-car entertainment application needs. Simply put, a single NVIDIA DRIVE Thor chip can do what the previous 8295 Orin chip could do, even in terms of computing powerAnd stronger.
3, NVIDIA's famous CUDA (a general parallel computing platform and programming model launched by NVIDIA), also provides a variety of deep learning frameworks, machine learning libraries and computing libraries and other tools, simplifying the development of model workload. This is the core competitiveness of Nvidia products, which attracts a lot of demand, so that it continues to strengthen and iterate on the technology, forming the current situation. Now the situation facing domestic car companies is that the car end computing power is not limited.
4, Xiaopeng P7 directly on the Nvidia Xavier computing platform, computing power 30TOPS, in the current production car, in addition to Tesla's self-developed automatic autonomous driving platform, it ranks second, and ideal is directly booked NVIDIA's next generation Xeon chip Orin, the computing power is directly against 200TOPS, Xiaopeng's next products will continue to carry NVIDIA products.
5. However, the secondary effects caused by this move will be long-term. It is reported that the advanced process chips used in cars are also being targeted by the Americans. Also on July 20, US Transportation Secretary Pete Buttigieg said there were "national security concerns" about Chinese suppliers of self-driving technology in the US marketWorry ". In a letter to Buttigieg on Thursday, the four lawmakers expressed concern that self-driving road testing, the collection of data on U.S. infrastructure, could be transmitted back to China.
6, Chinese chip companies are still a long way from large-scale entry into the automotive supply chain. However, from a dynamic point of view, the participation of Chinese enterprises is increasing, and the proportion of Chinese enterprises' automotive chip business is even with the vehicle business or even exceeds, which is only a matter of time. In the consumer market, car chips are not as concerned as other auto parts, and the former is usually not within the scope of after-sales maintenance that needs to be replaced.
A few days ago, Geishi Automobile was informed by the new official of four Dimensional Graph that its wholly-owned subsidiary AutoChips Jiefa Technology automotive MCU product line has added a member - AC7801X. This is the first 32-bit Cortex-M0 MCU chip released by Jefa Technology after the mass production of the first vehicle-scale MCU chip - AC7811 at the end of 2018, aiming to furtherBroaden the market share of four dimensional Graph in the field of domestic body control.
Shilanwei (600460) : The MCU chips produced are widely used in photovoltaic inverters, industrial inverters, electric vehicles, textile machinery and many other fields, and it is now the industry leader in mastering core technology in China, with a sharp rise in sales. Zhaoyi Innovation (603986) : The domestic flash memory chip giant, the global market share of NORFlash reached 6%, began to lay out MCU chips in 2011, is currently China's largest MCU chip manufacturing enterprise.
Jie Fa technology in 2017 by Beijing 4DTuxin acquisition, deeply integrated into the four-dimensional graph new "data algorithm chip" soft and hard integration development strategy, the future will focus on the layout of automatic driving, car networking, intelligent cabin three directions, made a medium and long-term planning and technology development roadmap, specific projects include the high-end intelligent cabin chip AC802AC8035; The new generation of car networking chip AC826 vision processing chip AC6815 and so on.
With the closed test plantCapital slowdown, the proportion of the Chinese market rises, the growth of local demand and domestic substitution each other to promote market expansion. The expansion of IC design enterprises and sealing and testing plants has mushroomed to drive the growth of the testing machine market. Especially in the probe card market, MEMS probe card as the mainstream, its domestic alternative space is huge, and the products of domestic manufacturers such as Lin Weina have international market competitiveness, but still face the challenge of competitive landscape.
It is worth mentioning that in terms of foundries, SMIC has achieved mass production of 14 nm technology at present. In the early stage, due to the restriction of TSMC's supply to Huawei, Huawei can only search in the 14nm fieldLooking for SMIC cooperation, we also hope that SMIC can realize domestic substitution as soon as possible and increase international influence and market share.
First, the construction and application of 5G will bring huge increments to the semiconductor industry. 5G communication networks need to build base stations, equipment to transmit signals, and need a large number of semiconductors. Fashionable applications such as big data, smart cities, cloud computing, medical IT, government IT, and unmanned driving derived from 5G need more semiconductor components to run on computers and other terminals. Second, the domestic substitution space is very large.
Tongfang Guoxin (002049)Tongfang Guoxin benefits from the increase in the penetration rate of military chip localization and the horizontal expansion of military memory. China's military chip market capacity of 6 billion yuan, localization rate of 10%, the future of domestic substitution space is huge. Tongfang's smart card/intelligent terminal also ushered in rapid growth in 2015, and domestic bank cards and health card chips are expected to gradually break out.
Good prospects: China's polysilicon production capacity accounts for 80% of the global production capacity, silicon wafers as the starting point of the semiconductor industry chain, directly affect the manufacturing quality of the chip, the mainstream monocrystalline silicon wafers for 8 and 12 inches, semiconductor wafers to large size evolution is silicon wafers