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国内芯片行业现状ichaiyang 2024-05-14 17:40 42
1, What is the current domestic chip market prospect? 2. What is the development status and trend of domestic chips such as Loongson, Haiguang, and Zhaoxin? 3. MeWhat is the sta...

Current situation of domestic chip industry (Current situation and development trend of domestic chip industry)

What is the current domestic chip market prospect?

1, overall, although China's artificial intelligence chip industry started late, but withWith the advancement of technology and the development of 5G, the industry has a promising prospect and is expected to achieve rapid growth. The above data and analysis refer to the "China Artificial intelligence chip Industry Strategic Planning and Enterprise Strategy Consulting Report" of the Prospective Industry Research Institute. 2. At present, China has made some progress in the field of chips. China has some large chip manufacturers, such as SMIC and Huahong Hongli, which have gradually made some technological progress in producing advanced integrated circuits. China also has its own innovative chip products in some fields, such as mobile communication chips and Internet of Things chips. In addition, the Chinese government has issued a series ofPolicies to encourage domestic enterprises to improve their independent innovation capabilities and increase investment in chip research and development.

3, however, with the continuous fermentation of the global chip shortage, to provide more possibilities for the development of China's chip, China's chip localization process is also expected to further accelerate. Today, China's semiconductor industry is united, while strengthening independent innovation, it is also gradually improving the level of the overall industrial chain. It can be predicted that in the current global core crisis, if Chinese chip companies can seize the opportunity, they will be able to lead China's semiconductor industry to a new level.

4, the future development prospects of the chip industry are broad, with the technologyWith the continuous progress of technology and the continuous expansion of the market, the chip industry will usher in more opportunities and challenges. First, technological progress is a key factor driving the development of the chip industry. With the rapid development of artificial intelligence, the Internet of Things, 5G and other technologies, the performance and function requirements of chips are becoming higher and higher.

What is the development status and trend of domestic chips such as Loongson, Haiguang, and Zhaoxin?

1, among them, Haiguang Information, Zhaoxin, Longxin Zhongke and other enterprises have become representative enterprises in the field of domestic CPU. thisSome enterprises not only invested a lot of resources in research and development, but also increased efforts in marketing, making domestic CPU gradually recognized and applied by the market. In terms of technology, the domestic CPU has a certain strength.

2, the future is promising. The six top domestic cpus such as Kunpeng, Haiguang, and Loongson have each achieved fruitful results along a clear development path, and buyers can choose according to their needs.

3, which Haiguang mainly develops the server CPU, while the mega core is more or desktop CPU. These two major manufacturers have developed a lot of cows, such as Zhaocore? '> The current state of chip development in our country? 1, on the one hand, there is still a gap between China's chip manufacturing technology and the international leading level, especially in the field of high-end chips. On the other hand, China's chip industry ecosystem is relatively fragile, and the supporting capacity of the entire industrial chain needs to be improved. In order to accelerate the development of the chip industry, the Chinese government has put forward a series of policy measures.

2, since Huawei's chip production capacity has been limited, chip localization replacement has become the main theme of China's semiconductor development. Since July 2020, the state has officially invested 160 billion yuan in ShanghaiAfter the construction of the Dongfang Core Port project, good news has been coming from China's semiconductor industry.

3, the status quo of China's chip manufacturing level is as follows: China's chip industry started late, core technology is subject to others. The integrated circuit industry has a big gap compared with the world advanced level in core technology, design, manufacturing process, industrial scale, leading enterprises and so on. Broadly speaking.

4, China's integrated circuit is a rare industry in the world with design, manufacturing, sealing, equipment and materials five plates. The top five countries and regions in the global chip production capacity in 2020 are Taiwan, ChinaAt physical size, the resolution can be extremely fuzzy. At present, the main technology used in chip manufacturing is to expose tens of nanometer graphics with 193nm wavelength light source, and its future development will be challenged by the European war. Recently, Wu Hanming, academician of the Chinese Academy of Engineering, said at the fifth International Conference on Big Data Science and Engineering that EUV lithography machine is covered by 100,000 parts, more than $100 million in cost of high-end equipment, there are more than 5,000 suppliers alone, it is the crystallization of the world, if let a country and region to do it is unrealistic.

Core technology from artificial intelligence enterpriseIn terms of distribution, big data and cloud computing accounted for the highest proportion, reaching 413%, followed by hardware, machine learning and recommendation, service robots. Smart chips accounted for only 38%. Only observing the distribution of core technologies of AI enterprises at the base layer and technology layer, big data and cloud computing are still the most distributed fields, accounting for 227%; The proportion of smart chips increased slightly to 90%. Wu Hanming, academician of the Chinese Academy of Engineering, said on the 17th that the current development of China's chip manufacturing capacity seriously lags behind demand, and the gap between supply capacity and demand is growing. At the current rate, there will be a gap between China's production capacity and demand in a few more yearsIt is at least equivalent to the current capacity of eight SMIC companies, so expansion must be accelerated. Bank of China Securities Yang Shaohui believes that with the climax of domestic fab construction, the semiconductor material market will usher in an outbreak, and the prospect of localization is very broad.

First of all, Academician Wu Hanming made a report on the theme of "Challenges and opportunities of chip manufacturing in the Post-Moore era".

What is the bottleneck of China's chip technology?

The "bottleneck" of China's chip technology is that China has no core technology and independent research and development capability in the field of chip technologyThere is no dominant chip from material, design to production and preparation of any link in the full set of technologies.

Domestic chips are subject to the upstream of the chip industry chain such as EDA tools, semiconductor IP, semiconductor equipment, and materials, and China has fallen into a bottleneck.

This is more pessimistic news. Domestic chips have been severely sanctioned by Europe and the United States, so in order to solve the problem of the neck, we must first make every effort to develop chips below 14 nm. It is necessary to invest more money in technology and step up research on lithography machines. Chips are very important technology products that can be seen everywhere in our lives.

The semiconductor chip strategy as a business; Adhere to the cultivation of semiconductor industry talents, combining production, learning and researchDrive the development of China's semiconductor industry; Focus on productization process; Recognize their own strengths and weaknesses, concentrate on fighting the battle. In addition, the "top-heavy" training of computer talents in China is also a fundamental problem of China's chip backwardness.