The reversal came too fast! Three pieces of news have arrived, and the fig leaf of Chinese chips has been torn open

Tech 2023-05-25 12:32:03 Source: Network

Jay Chou - Sunny_ 20231917136.mp34:29From the Science and Technology New Knowledge MuseumThis article is original, please do not plagiarize or move, violators will be held accountableUnder the US chip rules, domestic manufacturers are participating in chip research and development, increasing the development speed of self-developed chips

Jay Chou - Sunny_ 20231917136.mp34:29

From the Science and Technology New Knowledge Museum

This article is original, please do not plagiarize or move, violators will be held accountable

Under the US chip rules, domestic manufacturers are participating in chip research and development, increasing the development speed of self-developed chips. Within a period of time, there has been a wave of chip making in China, with the establishment of companies related to chips skyrocketing.

The more people participate, the greater the hope of breaking the ice. However, the reversal has come too quickly, and domestic core making teams and research institutions have begun to readjust their development strategies. Three messages came, and the fig leaf of Chinese chips was torn open.

Chips are the cornerstone of technological development, integrating electronic components from various electronic products such as computers, mobile phones, televisions, automobiles, and medical devices, achieving high efficiency in electronic devices.

However, most of the chips on the market are in the hands of American companies, such as Qualcomm's Snapdragon processors, Intel's Core CPUs, and NVIDIA's GPUs.

Due to limitations in US chip regulations, it is not easy for US companies to ship high-end chips. Qualcomm can only provide Huawei with 4G chips, while NVIDIA's state-of-the-art A100 and A800 are still unable to ship freely. The best solution to avoid getting stuck in the neck is to develop it yourself.

Through self research, we can break free from dependence on American technology and improve our ability to be autonomous and controllable. The domestic chip industry once sparked a wave of chip making, with companies established in chip related industries soaring exponentially. The more companies participate in chip self-development, the more hope they have of breaking the rules.

However, making chips is not an easy task, and various challenges will be faced in the three major stages of chip design, manufacturing, and testing. So the trend of core making has come and gone quickly, and domestic core making teams and research institutions have begun to adjust their development strategies.

Three messages came, and the fig leaf of Chinese chips was torn open. These three messages are OPPO abandoning its self-developed chip; Dharma Academy abandons autonomous driving; SMIC International's first quarter profit decreased by 44%.

Roughly speaking, OPPO announced that it had abandoned its self-developed chip project. Originally, OPPO had already developed two chips, but due to the uncertainty of the global economy and the mobile phone industry, OPPO ultimately took the step of giving up. This also reveals that self-developed chips are not as simple as imagined. It is necessary to ensure funding, talent, technology, operation, and other aspects in order for self-developed chips to continue to develop.

Looking at the situation of Damo Academy, it is a top research institution in China, under the umbrella of Alibaba, with over ten research and development laboratories, including artificial intelligence, quantum computing, autonomous driving, and so on. However, there was news from the Dharma Academy that they had abandoned the research and development of autonomous driving, and the relevant team was merged into Cainiao Group.

Autonomous driving is a cutting-edge research field that involves chip technology, perception technology, decision-making and planning technology, control technology, and more. Da Mo Yuan has solved various technical problems and created the "Little Man Donkey" logistics unmanned vehicle.

Da Mo Academy has no technical issues, but even the best technology needs to realize value and be useful in the commercial market. Logistics unmanned vehicles are a niche field, and in order to continue to develop, it is necessary to make the most of everything. Therefore, the integration of the autonomous driving team of Da Mo Academy into Cainiao Group is considered the best arrangement.

Domestic chip manufacturing giant SMIC International also received news that in the first quarter of this year, its revenue was 10.209 billion yuan, a year-on-year decrease of 13.9%, and its net profit was 1.591 billion yuan, a year-on-year decrease of 44%.

As the largest chip manufacturer in China, SMIC International is highly anticipated by many people, and last year SMIC achieved its best performance in history, with a net profit of 12.133 billion yuan, a year-on-year increase of 13%. In the first quarter of this year, the situation of SMIC International was affected by the decline in demand, resulting in a decline in wafer sales and capacity utilization.

This indicates that SMIC still has a lot to work on, utilizing its expertise in process technology to establish connections with more customers and complete the chip OEM required by customers.

The reversal came too quickly, and the fig leaf of Chinese chips was torn open. Domestic chips such as OPPO, SMIC International, and Damo Institute are all undergoing adjustments in their research projects. In fact, the development path of chips in various countries and regions has not been smooth sailing, even semiconductor giants such as the United States and Japan have experienced ups and downs.

Previously, the United States accounted for one-third of global production capacity, but now its chip production capacity only accounts for 10% of the world. And Japan's chip manufacturing industry is even more sluggish, with no world-class manufacturing giants left. Looking at China again, although there have been some interludes, overall, the domestic chip design and manufacturing capabilities are constantly improving.

Just like Huawei's development of 14nm EDA industrial software, it will be fully validated this year. With the support of self-developed EDA, domestic chip design manufacturers can reduce their dependence on American technology and increase their controllability of core technologies.

There are still many domestic manufacturers intensifying their industrial chain layout, deepening their self-developed technology, and cultivating more outstanding integrated circuit talents. At the national level, there is also strong support for domestic manufacturers to manufacture chips and provide tax incentives. We believe that as long as domestic manufacturers are given enough time, they will be able to produce satisfactory transcripts.

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