73% of car companies still choose to use 90nm chips, but the mobile phone industry has expanded to 2nm. Blogger: All of them have been deceived

Tech 2023-05-17 07:48:20 Source: Network

Lonely Warrior.mp34:16From XianWrite12Article | Chatting One or TwoSpeaking ahead:I don't know when chips began to become a topic that is being passed down from street to street

Lonely Warrior.mp34:16

From XianWrite12

Article | Chatting One or Two

Speaking ahead:I don't know when chips began to become a topic that is being passed down from street to street. It is estimated that even a roadside vegetable seller who chats with you without even saying a few words about chips can't demonstrate their own ambition towards the world.Even if he doesn't sell his vegetables today, they may rot.

It's really interesting. When it comes to patriotism, looking around the world, there are probably not many countries that can match us. After all, growing up in a young environment, we have always listened to:

Every man is responsible for the rise and fall of the world

Cultivate one's character, unify the family, govern the country, and level the world

Since ancient times, no one has died, leaving a heart of loyalty to shine through history

To establish one's heart for heaven and earth, to establish one's destiny for the living people, to inherit unique knowledge from the saints, and to open peace for all generations

Is this national spirit not good? very nice. After all, at a time when there have been no major changes for thousands of years, anyone can be a stepping stone that dominates the direction of the wheel of history. However, if too much is not enough, then it may not be a good thing.

When I was discussing the collective layoffs of a team of 3000 OPPO chips, I found that many people had been pulled apart and led astray.Many conspiracy theory also emerge one after another, saying that Americans are not happy with us again, and even move Huawei out.

I just want to say:Stop, the current progress of chip development by Green Factory may not necessarily touch the interests of a certain company. To deter them, first design a fine process SOC chip that can be used before speaking.So where exactly does the problem arise? Let's look down.

Recently, I saw a video on a certain platform, and the blogger mentioned the current situation of car manufacturers using chips. In fact, in 2019, most of the domestic car chip manufacturing processes used 90nm chips, and it is expected that 65% of cars will also use 90nm chips by 2025.In other words, these process chips can actually be made domestically. However, doesn't it mean that phones are almost rolled up to 2nm now? Why don't the cars keep up.In the words of this blogger, "everyone may have been CPU driven. Chips are not necessarily as small as possible, why do you say that?

The first is in terms of application and market.Cars are actually more concerned about safety and stability than electronic consumer goods. If too advanced process chips are used, it may make the car "fragile" and very unsafe. In addition, the car has enough space to provide heat dissipation for the chips, as well as the intelligent functions currently required by the car, which can also be completed with chips in general manufacturing processes. Therefore, in terms of demand and market, cars do not actually require advanced chips. The same principle applies when converting to mobile phones, as more people consume thousands of yuan worth of mobile phones to meet their daily needs.We cannot forget the hundreds of millions of people who live in silence and do not speak because of the millions of people who use good mobile phones online. This is a typical public opinion victory where small wins over many.

The second is in terms of technology.This is the technical bottleneck of automotive chips, such as the MCU chip storage part in cars, which is now commonly used in embedded flash memory. The core hardware manufacturing of this type of flash memory cannot be too small, and currently there is no technology that can solve this problem.Therefore, it is also an objective issue that car chips cannot be made too small, just like the reason why domestic lithography machines cannot be made with sufficient precision for mobile phone chips.

The third aspect is cost.The cost of advanced chips is naturally higher. As a traditional manufacturing industry, the automotive industry cannot recover money faster than electronic consumer goods. They dare not take this risk and need to strictly control costs.Of course, it's not that electronic consumer goods can get through the muddy waters of chip design and manufacturing. Even if money comes quickly, it can't match its burning speed. You can understand the cost of chip casting.For details, please refer to the picture posted by netizens.

From the analysis of car companies, it can be traced back to the problems encountered in mobile chip companies, which have common points and can also draw lessons and experiences. At present, considering the OPPO incident, the author believes that cost is the most influential factor.Nowadays, OPPO's self-developed and designed chips are mostly component level chips, which many companies can also design; Furthermore, the current achievements of OPPO can only be used for their own use, and cannot achieve marketization and closed-loop profitability.Compared to chip companies like Haisi, which are already able to bear their own profits and losses, this can be said to be insufficient in comparison and not much advantageous in comparison. From a business perspective, abandoning the chip team by OPPO is not necessarily a bad thing.

Moreover, from the perspective of market demand, it is difficult not to doubt whether some mobile chip manufacturers have been playing a digital game with us, causing demand anxiety.Is a 7nm chip really worse than a 5nm chip? Is it necessary for mobile phone chips to break through to 2nm?These questions are actually worth considering.

Speaking later:

The issue of chip manufacturing is definitely a long-term development issue, and 100% self-sufficiency must be achieved.However, it should be noted that chip supply is not as severe as people imagine now, and the supply chain of domestic chips is not as pessimistic as netizens speculate. At least, we can still be self-sufficient in military chips, home appliance chips, car chips, and other chips that account for 80% of the total.Therefore, the current progress in mass production of chips below 14nm does not seem to be as fast as imagined. It is important to note that it was only a few years ago that the country made a concerted effort to produce an atomic bomb.

My conclusion is that high-end chips must be self-made, but there is no need to be too impatient, just step by step, bread and Mantou will be available.

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