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1, the first domestic 28nm high-density FPGA was born, SoC FPGA into a trend;
According to WSTS released the latest report predicts that global semiconductor sales in 2017 is expected to reach 397 billion US dollars, while the GMI report shows that the FPGA market in 2015-2022 will maintain more than 8% of the annual compound Growth rate, the size of 2022 is expected to more than 10 billion US dollars.Compared to other chips, FPGA market size may not be so big, the scope of application is very wide, with emerging markets and technology applications emerge in an endless stream, FPGA applications more hot, market scale Rapid growth trend.
"It is expected that the market for the Asia-Pacific region will exceed $ 4 billion by 2022." The high-tech semiconductor CEO Zhu Jinghui pointed out that the technical barriers are high and the industry is gradually monopolizing. '99% of the current global FPGA market is still monopolized by American companies. Think of the acquisition again by the US government halted, the industry more and more profound understanding of the FPGA is also rich can not buy high - end advanced technology, the development of domestic FPGA only take the direction of independent design research and development.
Fast-growing start-up FPGA business
Since January 2014, in the direction of the design concept under the guidance of a cross-domain development, so to say such a lofty ambition is not without emboldened Zhu Jinghui pointed out that Gao Yun's emboldened from the current domestic has been the most Good FPGA technology development team, with and continue to expand the core independent intellectual property rights, growing chain of upstream and downstream partners. 'Is from our 100% success rate of streaming, 3 years to launch two families, four Series, 11 models, more than 50 kinds of packaging, independent intellectual property rights EDA development software and continuous improvement, the growing independent property rights soft set, strict quality and quality management, etc., are to ensure and promote the development of high-Yun to the road . '
March 2015 Gaoyun first medium density FPGA chip success, in March 2016, the first non-volatile FPGA chip success, now has the dawn and small bees two family products.According to the introduction, 55K is the communication One of the commonly used density of the market, the density can be used up to I / O 495. Chen family has the first domestic 400 million gate-level medium density FPGA products, is a typical representative of the density of the small bee family is characterized by nonvolatile, Low density nonvolatile FPGAs have completely replaced traditional CPLDs and become the absolute main force in the low-density FPGA market, with annual sales of approximately $ 500 million. "Zhu Jinghui said that the low-density nonvolatile FPGAs have been completely replaced by traditional CPLDs , This year, Gao Yun Cheats release chips and steadily into the market segment, there are more than 10 typical industry penetration, more than 20 customers began to bulk shipments, more than 40 projects in progress, more than 200 customers in the expansion , Is expected to accumulate sales before the Spring Festival can break through 2 million. 'In the market development, the high cloud is also a horse whip layout, the recent establishment of Hong Kong companies, signed South Korea, Taiwan agents, next year will expand Japan, Australia, India, North America, Europe overseas market.
Open or closed? SoC FPGA into a trend
Many FPGA vendors have such SoC complex: the client board often FPGA also has MCU or DSP; FPGA embedded DSP / SERDES module, has successfully seized a lot of DSP / SERDES market; FPGA can get the microprocessor (MCU) kernel Authorized, FPGA manufacturers will not give MCU manufacturers authorized FPGA core.
Zhu Jinghui that can be expected potential is that the main competitor is the ASSP ASSP and ASIC, the latter two together to market sales is more than 20 times the FPGA.On the other side of the ARM architecture MCU market is developing rapidly, FPGA + ARM core Architecture will help to improve the competitiveness of FPGAs and further expand the scope of the application market.Therefore, FPGA is not open or closed, but will move toward SoC FPGA.
In response to this trend, Gao Yun recently released a small and specialized GW1NS-2 SoC, as well as sophisticated GW3AT-100 high-performance FPGA and RISC-V platform products. Zhu Jinghui said, GW1NS-2 set FPGA + M3 + MIPI + USB + ADC integrated, and soft IP module to achieve differentiation, the continuation of all the advantages of the small bee family, cut into the traditional MCU market. Typical applications include servo motor controller: higher integration, more security; Type-C CD / PD solution, with the existing solution is the difference between the programmable; a variety of display controller, man-machine interface, etc., is expected to reach 200K shipments in 2018, 2019 1 million, 2020 400 million GW1NS- 2 using SMIC 55 nm process.
GW3AT-100 is the first 28-nanometer high-density FPGA, determined by TSMC. Zhu Jinghui said, vote for a 28-nanogram equivalent of 4 55-nan, from 55nm directly jump to 28nm, because 40nm process there are some technical Defects, such as leakage problems, etc. GW3AT-100 directly on the standard Kings K7 series, typical applications include wireless small base stations, machine vision, intelligent industry, parallel computing / depth learning.
The dilemma of domestic FPGA
For example, when there is a problem with the phone, Apple users will think: what is the application of this break.While Andrews users will think: This is a broken cell in the FPGA field there is a similar problem. 'When our customers problems, Customers will be the first time that our products have a problem, and if the customer is using the international manufacturers of products, the first time that their own products out of the question. 'Zhu Jinghui helpless Road,' In addition to customers of domestic products The first impression is still cheap.However, our product quality is no worse than the international manufacturers, product positioning, but also with the international manufacturers of products on the standard. In the software is also a lack of domestic talent is almost no, Gao Yun are From the beginning. And EDA software is the biggest challenge is easy to use, this is due to the accumulation of the user's use, improve the need for a large number of practical cases to 'Hey', and the case from where? This is also a dilemma. Has been working hard to catch up.
2, China Beidou industry rapid development of technology applications 'took to the streets';
October 27, 2017 Shanghai International Navigation Industry and Technology Development Forum held here.
Shanghai China International Navigation Industry and Technology Development Forum, said the current China's satellite navigation and location services industry has entered the gold (China Satellite Navigation and Location Services), China Satellite Navigation and Location Association, Development stage, China's satellite navigation and location services industry in 2016 total output value reached 211.8 billion yuan, an increase of 22.06% over 2015, the North bucket of industrial core output value of the contribution rate has reached 70%.
China's Beidou satellite navigation system in December 2012 formally provide services, and the United States GPS, Russia's Grones, Europe Galileo together to form the world's four major satellite navigation system.
Beidou application has entered the mass market in China.Moibai cycling vice president Yang Zhongjie introduced the forum in the day, its shared bicycle smart lock, fully support the 'Beidou + GPS + GLONASS' three-mode satellite positioning.
China's satellite navigation system management office director Ran Cheng said that the next step, China needs to do a good job Beidou system at home and abroad to promote the application, and constantly deepen the satellite navigation high-precision services and cloud computing, Internet of things and large data technology integration, and satellite navigation and High-end manufacturing, advanced software industry and other industries integration.
Shanghai is one of the hot spots of the development of the Beidou industry in China. Shanghai Science and Technology Commission deputy director of the dry frequency, the Shanghai Beidou industry is characterized by a relatively complete industrial chain, from the chip to the application of the layout; the next step Shanghai will seek some big industry For example, Shanghai plans to make 30 to 50 unmanned cars appear on the streets in two years.
3, integrated circuit talent docking in Xiamen held a talent to lead the boost industry bigger and stronger;
September 27, Xiamen City, the second session of the integrated circuit industry talent docking in Xiamen Software Park held in the second phase.
As the main gathering place of Xiamen integrated enterprise torch high-tech zone to actively mobilize the park integrated circuit enterprise participants. Matchmaking site, Xiamen Youxun Express Chip Co., Ltd. and other 23 Xiamen and the surrounding area of integrated circuit employment enterprises brought a total of more than 400 Recruitment, from Xiamen University, Fuzhou University, Huaqiao University, Jimei University, Polytechnic Institute and other colleges and universities more than 300 integrated circuit industry-related areas of the graduates come to candidates.
The Xiamen Municipal Urban Construction Development Investment Co., Ltd. and the Xiamen University School of Electronic Science and Technology jointly signed a joint demonstration of microelectronics, College practice practice base 'strategic cooperation agreement.
Xiamen in 2016 introduced the "Xiamen City Integrated Circuit Industry Development Plan" and "Xiamen City to accelerate the development of integrated circuit industry implementation opinions", the development and cultivation of integrated circuit industry for the top design.As the main bearing industry in Xiamen , The torch high-tech zone in 2016 integrated circuit industry scale ranks among the top six, the park integrated circuit enterprise output value, the number of enterprises both double 100. Behind the dazzling performance, is the torch high-tech zone actively Lan, for the development of enterprises to provide the source of power continue trying.
It is understood that Xiamen City IC industry associations since the establishment of the full play a platform role, to play their own advantages, do a good job of integrated circuit industry personnel training, industry propaganda, policy advisory service window for the development of Xiamen integrated circuit industry to make a positive contribution Through the special staff meeting, Xiamen integrated circuit industry enterprises and colleges and universities to build an efficient personnel exchange docking platform, effectively alleviate the shortage of talent, college students and other issues difficult to employment.
This time, Xiamen City Construction and Investment Investment Co., Ltd. and Xiamen University School of Electronic Science and Technology signed a national demonstration microelectronics college practice practice base, will help Xiamen City, integrated circuit personnel training, the two sides will organize students to visit the practice base Inspection, to the base of business practice, to participate in the base of industry training and other ways to jointly build a full range of industrial practice practice platform.At the same time, according to the actual situation in the 'production, learning, research' and other aspects of active discussion of high-tech Class industry public service platform and laboratory for the Xiamen integrated circuit industry personnel training and echelon construction to provide professional service system.
The docking by the Xiamen Municipal Science and Technology Bureau, the city by the Bureau, Municipal People's Bureau, Torch Hi-tech Zone, such as the management of the unit, organized by the Xiamen Association of integrated circuit industry, Xiamen Science and Technology Industrial Group Co., Ltd., Consulting (Xiamen) Co., Ltd., Xiamen Torch Hi - tech Zone Investment Service Center Co., Ltd., Xiamen City Construction and Investment Co., Ltd.
4, integrated circuit board: the vast industrial space gave birth to high - growth varieties;
The recent A-share market appears relatively tough trend to Guizhou Maotai as the representative of the consumer varieties to become A shares rose the engine.However, the industry on behalf of the integrated circuit as the representative of the semiconductor plate holds more optimistic expectations, not only Is the accumulation of technology, such as China's IC market is expected to appear similar to the BOE side of the panel breakthrough pattern, but also because of the broad market space of integrated circuits, is expected to produce sustained high growth varieties for the A-share market participants to provide better Long - term investment.
Industrial pains gave birth to self-reliance passion
For the integrated circuit as the representative of the semiconductor industry, has been one of China's economic development of industrial pain point.On the one hand, because the integrated circuit industry, such as high-end chip products, not yet self-production, but these chip products and information security And even national defense security, so the process of China's industrial information, but also China's efforts to achieve the process of chip localization.
On the other hand it is because of the huge import costs.According to customs statistics, 2016 integrated circuit imports 342.55 billion, an increase of 9.1%; import amount of 227.7 billion US dollars, down 1.2% over the same period China's crude oil imports only 607.8 billion China's imports of semiconductor chips have reached twice the cost of crude oil.Thus, IC and other integrated circuit products consume a large number of foreign exchange reserves in China.
At the same time, due to chip and other integrated circuit products can not be self-produced, which China's industrial upgrading, especially in the manufacturing sector also produced a huge bottleneck pressure.According to Bain Consulting's data show that China's annual consumption of semiconductor value of more than 1 Billions of dollars, accounting for nearly 1/3 of the world's total shipments, but China's semiconductor production accounted for only 6% to 7% of the world, China's chip manufacturers to produce the number of semiconductors and China's own consumption of the number of semiconductor is still a huge gap The
However, through overseas mergers and acquisitions to enhance China's integrated circuit technology breakthrough path is more difficult, often blocked in February 2016, the United States Fairchild (Fairchild Semiconductor) rejected two Chinese buyers, China Resources Microelectronics and China Venture invested 2.6 billion US dollar acquisition offer, instead of choosing a lower bid than the Chinese companies in the United States ON Semiconductor Corporation, given the reason is worried that the US regulatory authorities will stop the transaction.In February of that year, Ziguang Group's Purple shares issued a notice that decided to terminate To $ 3.775 billion acquisition of Western Digital Storage Company Western Digital data, but also because the US Overseas Investment Committee to intervene in the review.
According to this, China has increased the industrial support for the integrated circuit, self-reliance development of integrated circuit industry .2014 "National IC industry development promotion outline" officially released, one of the highlights is in the September 24, 2014 set up ' National Integrated Circuit Industry Investment Fund ', September 26, the National Integrated Circuit Industry Investment Fund Co., Ltd. was formally established and commissioned a professional management company - China core investment management limited liability company investment operation. Fund actually raised funds to 1387.2 100 million, after three years of operation, as of September 20, 2017, large fund cumulative investment in 55 projects, involving 40 integrated circuit enterprises, a total commitment to contribute 100.3 billion yuan.
The field of integrated circuits is becoming a cradle of high growth
Such as generous investment, set off a wave of large-scale investment in China's integrated circuit industry this year, have been SMIC, the Yangtze River Storage, Nanjing Ziguang and other large projects started construction at the same time, foreign companies are also actively invest in chip manufacturing Pound to China, from Samsung additional memory chip investment in Xi'an, South Korea SK Hynix Wuxi plant started to Grosfondel GF 12-inch fab 'grid core' officially knocked into Chengdu, across the memory chip to the wafer Foundry two areas, the geographical scope of all over Central China, East China, Huaxi area, showing rare over the years rare 'inside and outside' investment are hot boom.
According to this, the industry speculated that China's IC industry is expected to copy the field of industrial trends, large-scale investment in production lines, trial and error, improvement, and then break, so the achievements of BOE A (000725) in this year's brilliant performance. Field, there will be similar to the BOE A listed companies.
In fact, it is true that in the field of smart phone chip, Huawei mobile phone using a Cambrian company provided by the artificial intelligence chip technology, so that China in the field of chip design for the first time in front of the world in the semiconductor manufacturing field In October 2017, SMIC announced that Liang Mengsong as co-CEO, responsible for technology research and development departments, the company will be the end of this year, the company will be the first time, Officially built the most advanced wafer manufacturing plant in the field of memory, a total investment of 160 billion yuan in the national team - the Yangtze River storage project cap, is expected to be put into use in 2018.
Many of the information superposition, indicating that China's IC industry is accelerating the development of the past, China's chip manufacturing and other semiconductor industry is expected to become the world leader, which means that China's integrated circuit of the relevant listed companies will have a number of trillion market space The
In the operation, it is recommended that investors can track the entire semiconductor industry, of which there are national integrated circuit industry investment fund figure of the long power technology, resistance Granville Technology, Shanghai Xinyang, San An photoelectric, Keke micro, Rich micro-electricity, etc. At the same time, Yang Jie Technology, Purple country core stocks can also be tracked.
5, how to expand the size of the manufacturing sector to see the world's top 500 to Chengdu 'prescription';
However, when the new technology, new products, new formats, new models continue to emerge, the manufacturing sector is facing a major adjustment, the international and domestic cities (such as the development of the city), the development of the city is the backbone of urban development, manufacturing is the backbone of urban development, Competing development, the first move has become increasingly evident.
October 27, '2017 Chengdu Municipal People's Government International Advisory Group of special advisory meeting' held in Chengdu.
Chengdu municipal government official said frankly, although the manufacturing sector in Chengdu has made rapid development, but there are still some problems need to be further optimized.Therefore, this from Texas Instruments, Intel, Schneider and other world top 500 entrepreneurs composed of ' International consultants', to Chengdu how to develop advanced manufacturing industry has developed a tailor-made prescription.
More details about improving performance
Texas Instruments has only two wafer bumps in the world, one in Chengdu, China, one in the Philippines. From 2003, Intel into Chengdu, 2010 Texas Instruments landing, and then to 2017 Glover's layout, multiple major Integrated circuit industry projects in Chengdu convergence. Chengdu has basically formed covering design, wafer manufacturing, packaging and testing and supporting the integrity of the integrated circuit industry chain, gathered nearly 120 kinds of integrated circuit industry.
Even in the global semiconductor industry, Chengdu has become a hot spot for investment in integrated circuit manufacturers, but Muhammad Yunus, vice president of Texas Instruments' global vice president, has built an integrated circuit manufacturing ecosystem that still has room for optimization. To enhance the professional IC manufacturing equipment maintenance services, to create efficient integrated circuit manufacturing raw material supply chain, to provide high-quality power supply protection, to ensure adequate hazardous waste disposal capacity and strengthen the sustainable supply of human resources protection.
Muhammad Yunus suggested a step-by-step improvement in the efficiency of the integrated circuit production plant, which is 7 * 24 continuous operation, all maintenance parts need to complete the customs clearance process before arriving at the factory, so he suggested that ' Fourteen hours of uninterrupted customs clearance service will significantly improve the timeliness of raw material supply and greatly enhance the efficiency of equipment maintenance.
Chengdu opened the international route is often praised by the outside world, on October 26, the first flight from Chengdu, New York flights from Chengdu Airport, which means that Chengdu's international passenger routes have reached 104. But Muhammad "In contrast, there is only one international freight route to Chengdu, which limits the efficiency of logistics and transport."
The raw materials needed for the production of integrated circuits include silicon wafers and hundreds of chemicals, Muhammad Yunus said that the suppliers of these raw materials are mainly from overseas or eastern China's coastal areas, so he suggested that the future can increase direct access to Chengdu, international freight route.
Increase the intensity of digital transformation
Following the successful creation of 'China Software City' in 2011, Chengdu proposed to build 'World Software City' goal, hoping to achieve the new 'golden years'.
Dell Global Vice President Zhou Bing proposed that Chengdu has a better IT industry base, it is recommended that Chengdu attaches great importance to the strategic significance of digital transformation.
At present, the digital transformation in China surging, online shopping, social software are profoundly changing the people of the digital era of life.Moreover, digital is not only the future development trend of the technology industry, but also enterprises to enhance efficiency and maintain the only way to competitiveness.
Zhou Bing proposed that Chengdu's use of its own advantages, around the digital transformation of high-end manufacturing related to the layout, will help to maintain the long-term competitive advantage in Chengdu.For example, due to the explosive growth of data volume, gave birth to the storage and related data analysis , Data security, virtualization and other technology needs, Zhou Bing suggested that Chengdu can focus on a strategic focus on the construction of related products, ecological systems, to be key support.
Second, Chengdu has the resources of colleges and universities, can supply high-quality electronic information industry talent, digital transformation process, need not only ordinary IT engineers, but also need to have a digital background of the engineers.Therefore, Zhou Bing suggested that R & D personnel and related research and development The support of the center, but also to create a digital transformation of an important part of the ecological system.
It is noteworthy that the digital transformation is not limited to the business community, the government should also be an important participant. Zhou Bing proposed that Chengdu can consider the digital transformation in the efforts to build a digital government, digital city.