Intelligent network era of the integrated circuit industry ushered in new opportunities
Intelligent network era of the integrated circuit industry ushered in new opportunities
IC industry usher in new opportunities Artificial intelligence and intelligent network, leading the interconnection of all things of entering a new era, bring the industry reform, also contributed to the change in overall demand, the integrated circuit industry, technology development, competition and other aspects. - interconnection of all things to form a new strategic demand Currently, the world is accelerating the evolution of the Internet from all things to the internet. Future large-scale explosion of things, will greatly expand the broad market for chip applications. In the consumer side, smart home, unmanned aircraft, automatic driving, virtual reality and other hot spots emerging, driven by the relevant perception, transmission, processing chip demand burst. Gartner data show that in 2015, the Internet of things related semiconductor components market growth as high as 36.2%. On the production side, more and more interconnected and intelligent concept of things to reflect in the manufacturing industry, greatly promote the product design, manufacturing, logistics warehousing, supply chain and other aspects of intelligent upgrade, MEMS sensor, microprocessor chip has become one of the key. For example, the construction of industrial Internet needs to support multi protocol communication chips, and intelligent machine tools and robots need high performance, low power consumption and security chip support. All this brings a new wave of strategic needs. Artificial intelligence opens new directions in technology Artificial intelligence (AI) drives a new round of computing revolution, driving the transformation of chip infrastructure. The current use of GPU, FPGA and other non AI custom chip, can not meet the needs of AI computing capability in the multi application scenarios, the reconstruction of AI chip architecture has become a necessity. Google is developing TPUAI dedicated chips, the effect of each watt energy consumption and efficiency of traditional CPU and GPU higher than an order of magnitude, and achieved Moore's law predicted seven years after the operation of CPU results. Microsoft, Facebook and other technology giants are also accelerating the development of AI chips. Building a new model of R & D cooperation Moore law approaching the limit, innovation is more difficult, forcing the industrial chain to enhance the level of cooperation in all aspects of development, coordination has become an important means of R & D. In collaboration, IMEC and Qualcomm, Intel, TSMC and other research and development platform to jointly develop 3D wafer level packaging, 3D stacking technology, cutting-edge technology and other cutting-edge generic technology. In terms of openness, ARM has created an open source networking operating system, mbed, which connects hardware vendors, software services, and Shang Heyun service providers. More than 200 thousand registered developers have now converged. New and old forces shaping a new pattern of competition Intelligent network, to promote the integrated circuit industry pattern of remodeling, the traditional industry giants seek transformation, upstart is pregnant. First, the traditional chip giants are accelerating strategic transformation. NVIDIA achieve explosive growth by AI chip, the market value of a year rose from $10 billion to $about 50000000000. Intel multi bet, frequent acquisition of innovative companies VR, artificial intelligence, vision chip and other fields; Qualcomm has invested heavily in mergers and acquisitions car chip giant NXP, to networking, automatic driving force. Two is the Internet and software companies to chip in the field of penetration. Google, Microsoft, Facebook, Amazon, etc., have been involved in chip design in machine learning, servers and other applications. Among them, Google to promote the development of artificial intelligence, launched for the Tensorflow open source platform dedicated TPU chip. Three is industrial and communication enterprises, strengthening chip layout. Japan's Softbank's acquisition of ARM, to prove safety of IOT; chip companies GE's integration, together to create Internet innovation based on industrial ecology. The four is a new business occasion to rise, become leading segments. Israel Mobileye deep roots driving, grew into the field's first chip supplier. The problems of integrated circuit industry in China are still under way After long-term accumulation, China's IC industry has achieved great development, facing the favorable factors of intelligent network era breakthrough development increased, but remains a prominent problem. First, the lack of strategic foresight layout. The United States, Japan and other developed countries generally regard semiconductor as a strategic pillar and carry out long-term forward-looking layout. In January 2017, the United States issued "to ensure the leadership of the United States Semiconductor", proposed the organization of the "moon landing program" in this field, breakthroughs in quantum computing, new materials and other important fields. The industry such as Google, NVIDIA, GE and so on is the artificial intelligence and the Internet industry, forward-looking layout, leading the world. In this respect, the gap between China and the United States is still obvious, and the strategic layout is obviously lacking. The two is the lack of co-ordination within the government. Integrated circuits have increasingly become strategic, basic and leading industries of the economy and society. Therefore, it is necessary to strengthen cooperation in various fields such as reform, engineering, science and technology, transportation and so on, so as to promote the coordinated development of integrated circuits and various industries. At present, China's overall co-ordination within the government is still inadequate, and the coordination between the central ministries and commissions, the central ministries and local governments is still not satisfactory. Three is the independent industry, ecological urgent need to further improve. At present, the competition between countries has evolved into a competition between innovative ecology. Our country lacks the leading enterprises which can highly integrate the industry chain, and also lacks the small and medium-sized enterprises which can effectively match the top big enterprises, and the function of the industry organization is not satisfactory. Four R & D investment to enhance the strength and sustainability. With the development of technology to 7/5nm, R & D intensity straight up, Samsung, TSMC, Intel invested more than $10 billion, while China's IC industry annual investment of only about $5 billion of these funds, less the number assigned to the forefront of the industry and the field of basic research. Overall coordination and promotion of development Intelligent network era, our country should take a more strategic, forward-looking, cooperative policy system, to promote the rapid development of the integrated circuit industry, the full realization of the strategic goal of supporting manufacturing power. - strengthening the strategic layout of the front First, we will speed up AI basic development and breakthroughs in major fields. Promote the AI hardware and software system upgrade, support the improvement of hardware architecture, intelligent robots, automatic driving and other new applications to drive. Two is to comprehensively strengthen the post Moore's law era of high-performance computing and quantum computing research and development. To promote the computing technology breakthroughs quantum, support superconducting ultra count, brain computing, recalling the cutting-edge technology research resistance technology, to ensure that in the major disruptive breakthrough in the field of time card. Three is to promote the development of new materials. Vigorously promote graphene, two-dimensional semiconductors and other new materials, support new materials and advanced manufacturing processes combine to speed up the industrialization process. - to strengthen the multi-level and all-round coordination Strengthen overall coordination and promote policy integrity and synergy. One is to strengthen the cooperation between the main, promote cross department, Department, Department of provincial and regional policy coordination and communication of information and cooperation projects, so that the whole country and regional characteristics. Two is to strengthen the coordination of all sectors of the industry chain. Around the major market demand, strengthen the integration of the upstream and downstream of the industry chain, through all aspects of synergy. Three is to promote the relevant research projects, major projects, major projects, policy subsidies, such as organic interaction between, support quantum computing, new materials and other technology cross field applications, the formation of R & D overall push forward effect. - strengthening fiscal, financial and policy support First, make good use of industry funds. Expand the fund scale, use the PPP model to attract more local funds and social funds. The establishment of high-end chip, frontier technology and other special kind of quantum fund. Two is to increase government procurement. In the manufacture of 2025 major projects and pilot demonstration projects in China, we will study effective measures to increase domestic chip purchasing. Three is to improve the capital market. To promote the combination of support; competitive advantage and development potential of the equipment, materials, design and other enterprises listed; encourage seed, angel, VC and PE to support the development of investment; stage financing companies listed in the new board, the gem, small board and motherboard market.
