1.Qualcom will continue to contribute to the server chip's money;
Micro-grid Guizhou Report (Reporter/Li Meng) Recent news that Qualcomm is preparing to withdraw from the server chip business has triggered numerous industry conjectures. After all, Qualcomm also released the world’s first 10nm server chip at the end of last year, and this will inevitably lead to Qualcomm’s alliance with Guizhou. The future of Huaxintong, a high-end server chip joint venture company established by investment, casts a shadow over the future. Does this indicate that the ARM architecture is once again losing its foothold in the server field? Recently, in the news conference of the 2018 China International Big Data Industry Expo, Qualcomm The Guizhou provincial government and the senior leaders of Huaxin Semiconductor reiterated their position of continuous deep cooperation and counterattacked this conjecture positively.
The global is entering the era of the Internet of Everything, the rapid growth of intelligent connected devices and the development of AI have accelerated the expansion of data centers to include edge computing, and the server technology market has bright prospects. China is the fastest growing sector in this area. One of the biggest markets.
According to Cristiano Amon, president of Qualcomm, Qualcomm’s cooperation project with the Guizhou provincial government has an important position in Qualcomm’s business strategy. Qualcomm’s goal is to enhance the competitiveness of Guizhou’s big data industry and the overall strength of China’s integrated circuit industry. With the implementation of the Focused Business Development Strategy, Qualcomm will continue to support Huawei Corecom's R&D of server chips as a shareholder of Huaxin, which will help Huaxin to succeed, and support Guizhou Big Data industry and China. Contribution to the development of the semiconductor industry.
Qualcomm’s high-profile position is a powerful counter to recent conjectures. Meng Tong, chairman of China Qualcomm, also pointed out that Qualcomm is a shareholder or a technology partner, and Huaxintong is an important support for Qualcomm’s semiconductor industry in China. The ring is also an important part of Qualcomm's support for the development of big data in Guizhou Province. Qualcomm will make unremitting efforts and make every effort to ensure that Huaxintong is second to none in the ARM server chip market and achieves its final success.
On the other hand, the position of Guizhou level is also quite rampant. Executive vice governor of Guizhou Province Li Zaiyong mentioned that big data has become a strategic engine to lead Guizhou’s economic and social development. The number of Guizhou big data companies has grown to more than 8,900, and the output value of big data direct enterprises exceeds 1100. Billion million. Guizhou will continue to deepen its big data strategy, accelerate the development of integrated circuits and other related fields, seek guidance in the overall strategy of the country to achieve breakthroughs in the field of data center server chip, this confidence has always been firm. With Qualcomm's strategy Cooperation is key to helping Guizhou realize the simultaneous development of the digital economy in its strategic actions to promote big data. Huaxintong server chip project is a landmark, leading and core project in the development of Guizhou Big Data. The cooperation between Qualcomm and Guizhou will help. Yuhuaxintong will soon realize its own technical capabilities, greatly enhance the market competitiveness of Huaxintong in the server chip field, and Guizhou will also accelerate the process of empowering Huaxintong to enable it to achieve breakthroughs in its core areas as soon as possible.
Huaxintong Chip Acceleration Accelerates
Since its establishment two years ago, Huaxintong has rapidly established a domestic first-class talent team. It currently employs 440 people, and R&D personnel account for approximately 90%. It established three research and development bases in Gui'an, Beijing, and Shanghai.
Guiyang New Area Party Working Committee member, Chairman of Guizhou Huaxin Integrated Circuit Investment Co., Ltd. and Ouyang Wu, Chairman of Guizhou Huaxin Semiconductor Technology Co., Ltd., stated that Huaxintong has established a complete structural technical team, through The cooperation, the R&D team's capabilities have been exercised, and the first chip product 'Huaxin 1' developed by the company has been trial-produced at the end of 2017. At the same time, Huaxintong is developing a variety of software around the 'Huaxin 1' chip. Adaptation of hardware and ecological construction. The engineering prototype based on Huaxin 1 has been completed. In addition, Huaxintong has also completed the adaptation to mainstream firmware, operating systems, middleware, databases, virtualization, and cloud platforms at home and abroad. , Completion of application with Guizhou government affairs application system, education card application, precision poverty alleviation, cloud storage, high performance computing and other applications.
At this number of Expos, Huaxintong will display the above-mentioned phased results. This also shows that the cooperation between the two parties has achieved successes in phases and has laid a solid foundation for future cooperation between the two sides.
Ouyang Wu stressed that currently Huaxintong has started the development of the second generation of products, and is also working on the planning of 'Huaxin 3'. In the future development process, our shareholders (Guizhou Provincial Government and Qualcomm) will continue to Capital, technology, market, and policy support. Huaxintong will establish its product R&D and iteration capabilities as soon as possible, accelerate capacity building, build core technical strengths, focus on the Chinese market, and gradually move from the Chinese market to the world market.
Future 'variables'
In the field of server chips, Intel can be said to be an absolute "king" and its share has already exceeded 90%. The history of several attacks on the ARM architecture can only be described as defeated.
These lists include industry adversaries Calxeda and Applied Micro, and AMD also developed ARM-based server chips, but later focused on X86 architecture server chips. Chip giants such as Samsung, NVIDIA, Broadcom, and Marvell all It was said that to develop an ARM architecture server chip, the end result is to give up.
The reason is not that the ARM architecture is not good, but that the opponent is too strong. Although Intel has failed to attack the mobile market, it has been able to build a strong moat with its technical capabilities and ecological advantages.
In addition, third-party corps, Internet giants, have also begun to join the war. Internet giants such as Google and Facebook are forming teams to design their own hardware chips to reduce dependence on vendors such as Qualcomm and Intel, and whether these companies use ARM or Power. The processor, even directly using the open source RISC-V instruction set to develop the processor, whether the future server chip change the world, all this can only be said to be possible. (Proofreading/Fan Rong)
2. Qualcomm does not withdraw from the server chip market! Huaxin Tong "Huaxin 1" will be listed in the second half of the year;
On May 25, 2018, the People's Government of Guizhou Province and Qualcomm held a press conference to announce the latest progress in the joint venture company Guizhou Huaxintong Semiconductor Technology Co., Ltd., which was established in January 2016.
According to Christine Ann Amon, president of Qualcomm, the first server chip independently developed by Huaxin Tong, 'Huaxin 1', has been successfully tested at the end of 2017 and will be available in the second half of this year. Commercial, and the second-generation product 'Huaxin 3' is currently under development.
Huaxintong is a company specializing in the design and development of server chips for the Chinese market. Guizhou officials and Qualcomm hold 55% and 45% of the company's shares, respectively, which is considered an important step for Qualcomm’s 'technology exchange for the market'.
According to a previous public report, this server chip is only half a bank card, and integrates about 1 billion transistors and more than 2800 pins. The chip process is 10 nanometers. The chip safety factor is greatly improved by the built-in self-safety module. Huaxin 1's highlight is that it can be applied to high-performance computers, and it can quickly and promptly process huge data.
According to the disclosure of the two parties at this press conference, Qualcomm will use the 'Huaxin 1' server chip and related products at the 2018 China International Big Data Industry Expo held in Guizhou, China from May 26 to May 29. Application shows.
Qualcomm does not exit the server chip market
This month, there were rumours that Qualcomm will withdraw from the server market, but Qualcomm president Christiano Amon announced at the 2018 China International Big Data Industry Expo that it will continue to technically and financially support the joint venture between Qualcomm and the Guizhou provincial government. Huaxintong carries out research and development of server chips and supports the development of the big data industry in Guizhou and the semiconductor industry in China.
It is understood that in January 2016, the Guizhou Provincial People's Government signed an agreement with Qualcomm to announce the formation of a joint venture. The company’s first-period registered capital was 1.85 billion yuan (about 280 million US dollars), and Guizhou’s share of the company was 55%. Qualcomm’s Shares 45%.
Christiano Amon stressed: “We have not withdrawn from the server chip business. As a shareholder of Huaxin, Qualcomm will continue to provide important support and assistance for Huaxintong in terms of technical expertise, design capabilities and management, and ensure that Huaxin With sufficient resources, the overall strength of China's integrated circuit industry. '
Cristiano Amon also stated at the meeting that Qualcomm’s goal is to enhance the competitiveness of Guizhou’s big data industry and the overall strength of China’s integrated circuit industry. Qualcomm has been working hard to support this initiative, and in terms of technical expertise, design capabilities and Management has provided important support and assistance. This also ensures that Huaxintong can have sufficient resources to achieve a rapid and substantial breakthrough.
With the implementation of the Focused Business Development Strategy, Qualcomm will continue to provide technical and financial support to Huaxin Communications to carry out R&D of server chips as a shareholder of Huaxin Communications, which will help Huaxin Communications to achieve success.
Huaxintong also stated that: “Huaxin Communications has established a fully-structured technical team since its establishment two years ago. Through the cooperation with Qualcomm, the R&D team has been trained to develop a competitive server chip. Next, under the strategic direction of firm development of ARM server chip products, Huaxintong will work with industry partners to jointly develop the server chip ecosystem and become a world-class semiconductor design company. (Proofreading/Maomao)
3. President of Qualcomm: Broadcom is in a different business model, and Qualcomm is open to privatization;
Qualcomm President Cristiano Amon pointed out during an exclusive media interview in Taiwan that some time ago Qualcomm and chip maker Broadcom's competition in the operating rights of both companies was arguably a completely different type of competition. Therefore, after this incident, Qualcomm learns that in the future the various meetings for shareholders will use various data to prove Qualcomm’s technological development model, how much rights can be brought to shareholders, and what kind of value can be created in the future. Amon also stated that the privatization of the company is currently Not ruled out, but there is no suitable object to negotiate.
Amon pointed out that Broadcom’s acquisition plan was a hostile purchase that replaced all of Qualcomm’s original board of directors and was therefore resisted by Qualcomm. The dispute between Qualcomm’s and Broadcom's management rights is a completely different business model and business model. Competition Qualcomm, Qualcomm's business and business model is to invest in technological development, and then through the sale of technology products, proceeds, and then proceeds into technology research and development to obtain new generation of technology products to maintain the company's continuing operations, and this model is also Global industry development is closely related.
Broadcom is monetizing its existing technology and monetizing it, that is, maximizing the value of existing technology, and then using technology to make money and acquiring other companies or technologies to achieve operating efficiency. By comparing, we can see that There is a big difference in the model. Therefore, the experience gained after the Qualcomm incident is when Qualcomm introduces or explains to shareholders, it will use more data or models to explain what benefits Qualcomm can bring to shareholders or the company through these plans. In this part, Qualcomm’s financial measurement in 2019 will be specifically demonstrated.
Amon emphasized that in 2019, a large part of Qualcomm’s sources, in addition to gains from past technology licensing, will be related to future technological developments and will be linked to the entire industry. Amon further pointed out that this part is currently Qualcomm’s The development of 5G, in addition to the current stage of technological development, has also been combined with various aspects of industrial applications. Industries that may have undergone significant transformation due to the development of 5G, including the automotive industry, IOT industry, or related network application industries, will all be closely linked with Qualcomm. The combined company. Qualcomm can improve the solution of complex technologies in the RF front-end, which also makes Qualcomm more valuable for these companies in the future.
As for the former chairman of Qualcomm, Paul Jacobs, he intends to jointly acquire private equity funds for Qualcomm, and then privatize Qualcomm. Amon said that he has not received much news at this time. In terms of Qualcomm’s position, he is open to the privatization issue. , Good plan, Qualcomm does not rule out negotiations, but so far, there is no object to negotiate. technews
4. President of Qualcomm: 5G will create a large-scale replacement cycle and will work closely with Chinese manufacturers;
Qualcomm's president Cristiano Amon at the artificial intelligence (AI) application forum held in Beijing, China, on the 24th, stated that the process of switching from a feature phone to a smart phone in the current global smart phone market has gradually completed. Next, technological advances in the next five quarters will bring about a completely different market state. In order to apply this kind of leaping forward process, Qualcomm will continue to add new public sector applications to current products. Consumers began to gradually experience the arrival of the new communications era. They will also invest and cooperate in the Chinese market. In addition to allowing Chinese mobile phone manufacturers to adopt new technologies, they also expect to bring Chinese brand mobile phones into the global market in the future.
Amon pointed out that in the current global communications market, the conversion from a feature phone to a smart phone is almost complete. Everyone has a smart phone. In the future, the whole market will have to grow. The key point is the 5G era. The coming 4G handsets will be replaced by 5G applications. For the future 5G will bring a new cycle to the communications industry, and the situation will be like the huge changes and market growth brought about by 4G replacing 3G, said Amon. He has absolute confidence in this.
However, just before the advent of 5G, when 4G users choose to replace their smart phones, most of them will be able to select more powerful products. This is what Qualcomm is aware of in the moment, The replacement status of smart phones is faster and faster than the entry level. Therefore, in order to meet the needs of these ethnic groups, many applications in future 5G communications can also be experienced. Qualcomm puts many new technologies into high-level In the computing platform, even promoted to high-end products, for example, Qualcomm's deduction of artificial intelligence functions used in high-end 800 series mobile platforms to the new 700 series, even the 600 series computing platform.
In addition, in order to meet the current needs of users for new feature phones, and in response to the coming 5G era, Qualcomm is developing new technologies in various products, including the link speeds of baseband chips that are faster and lower. The effect of delays. There are also more powerful artificial intelligence budgets and more advanced multimedia processing capabilities. These technological breakthroughs are also being gradually achieved in high-end products.
In addition, for the recent situation in which Qualcomm has strengthened its presence in the Chinese market, Amon also stated that in fact Qualcomm had made large-scale investments in the Chinese market long ago, and it has a positive layout from 2G, 3G, and current 4G. • Through the cooperation with Chinese partners, the Chinese market is also operated together. This model is also used to achieve the transformation of the smart phones in the Chinese market. It is undeniable that Qualcomm has a large part of its revenue. Technology license revenue for Chinese partners. And just as important as this is that these Chinese smart phone or terminal device partners also have the need to expand overseas. Moreover, due to the arrival of the 5G business turnaround, it is more likely to bring Give these Chinese companies a high degree of transformation opportunities and platforms to sell their products to the world.
Therefore, Amon pointed out that with the current situation in which some Chinese manufacturers have achieved good results in Southeast Asia, the Middle East, Latin America, and Europe, Qualcomm will be closer to the world market through its past arrangements with these partners in China. Cooperation, even after the advent of the next 5G era, the cooperation between the two parties can be more complete. technews
5. The Deputy Minister of the Ministry of Industry and Information met with President of Qualcomm: Exchanging opinions on issues such as 5G development;
The Department of Information and Communication Development of the Ministry of Industry and Information Technology, the Radio Management Bureau, the Department of International Cooperation, the Department of Science and Technology, and the responsible person of the Electronic Information Department attended the meeting.
(Original title: Chen Qiongxiong met with President Qualcomm Cristian Amon of the United States) Ministry of Industry and Information Technology website
6. Partnering with partners Qualcomm strengthens terminal AI strategy
On May 24, Qualcomm’s Artificial Intelligence Innovation Forum was held in Beijing. With the continuous expansion of the application field, artificial intelligence has been highly valued by more and more international companies. As one of the giants of international mobile communications, Qualcomm has always put artificial intelligence technology. Focus on the terminal side, and launched products such as artificial intelligence engine (AI Engine) to enter the market. In this forum, Qualcomm president Christiano Amon further emphasized the 'terminal strategy' and proposed a large number of Wireless edge devices will realize the full potential of 5G. 5G+AI, the collaborative development of the two technologies will make people's lives more intelligent in the future.
AI+5G Strengthen Terminal Side Advantage The application of artificial intelligence is becoming more and more widespread. In addition to markets such as data centers and smart phones, the penetration rate in ultra-high-definition surveillance, robotics, smart homes, smart cities, etc. is also increasing. The commercial value created by artificial intelligence has grown rapidly. Amon predicts that by 2021, the commercial value derived from artificial intelligence will reach 3.3 trillion US dollars. Qualcomm has always had a leading position in the mobile field, which provides them with the use of existing scale and opportunities to promote mobile phones and adjacent areas. Development opportunities. The scale of the mobile sector has become the cornerstone of Qualcomm's efforts to bring artificial intelligence to the public. Coupled with the approaching of the 5G era, Qualcomm believes that the computing power needed for smart interconnection is being distributed to the device through the cloud. To this end, Qualcomm The proposed AI strategy is focused on the promotion of artificial intelligence for mass terminals such as smart phones, automobiles, and robots, as well as the high-speed connectivity of wireless networks, realizing immediate response, reliability enhancement, and enhanced privacy protection. In response, Amon pointed out that In the era of smart IoT, trillions of objects are connected to each other to generate massive amounts of data. To achieve scale, intelligence must be realized. Distributed to the wireless edge. Smartphones are the most popular artificial intelligence platform. It is estimated that the cumulative shipments of smart phones from 2018 to 2022 will exceed 8.6 billion. Qualcomm leads the development of mobile technology and the wireless edge can realize the full potential of 5G. The technology will bring artificial intelligence to trillions of connected terminals. At this forum, Qualcomm announced the establishment of 'Qualcomm AI Research', which will carry out all frontier artificial intelligence research conducted within the company and conduct collaborative research across various functional departments. Strengthen the integration. It is reported that Qualcomm launched the research on pulsed neural networks for computer vision and motion control applications more than a decade ago, and thus began to explore the basic research of artificial intelligence. Relying on Qualcomm's leading position in the field of connectivity and computing. , Qualcomm AI Research currently conducts diversified research work involving energy-efficient artificial intelligence, personalization and data efficient learning. These basic researches have helped to create a number of commercial solutions for smart phones, automobiles and the Internet of Things, and for the terminal. Side-intelligence expands to more new industries lays the foundation. Qualcomm AI Research will continue to pass Ways to communicate with the research community, including through academic journals, participate in technical conferences and academic cooperation projects. Snapdragon 710 stronger artificial intelligence engine In conjunction with the AI strategy announcement, Qualcomm announced the launch of a new Xiaolong 710 mobile platform based on the 10-nanometer process. The Xiaolong 710 integrates a multi-core artificial intelligence engine (AI Engine) and has neural network processing capabilities. As a result of the Xiaolong 710 mobile platform. Using a new heterogeneous computing architecture, including Hexagon DSP, Adreno vision processing subsystem and Kryo CPU, through the collaborative work, allows terminal-side AI applications to run quickly, intuitively and efficiently. Compared with the Xiaolong 600 series, Xiaolong The 710's AI engine delivers significant performance improvements. The Snapdragon 710 features 4K HDR playback and support for watching HDR video and applications. The Spectra 250 ISP supports low light shooting, noise reduction, fast autofocus, image stabilization, smooth zoom, and real-time background Blurring effects bring enhanced features for professional-quality photo and video shooting. The integrated Xiaolong X15 LTE modem supports 800 Mbps download speed.
Especially in terms of performance and power consumption, thanks to the enhanced features of the Adreno 616 vision processing subsystem architecture, compared to the Snapdragon 660, the Snapdragon 710 equipped terminal can reduce power consumption when playing and playing 4K HDR video. 40%, when streaming video, it can reduce power consumption by up to 20%. In addition, compared with the Snapdragon 660, the new Kryo 360 architecture based on ARM Cortex technology is optimized to support 20% overall performance improvement, 25% The speed of web browsing increased, and 15% of application startup speed increased. Partners with partners to create an industrial ecosystem The development of artificial intelligence is inseparable from the support of industrial ecology. In this forum, Qualcomm also emphasized the synergy with several strategic partners. In terms of development tools, Qualcomm announced that it will cooperate with Chongqing Chuangtong Lianda through its latest terminal. Side artificial intelligence commercial technology, support developer and manufacturer's huge ecological system. Suntron will launch an AI development kit - TurboX AI Developer Kit. TurboX will be supported by various platforms of Qualcomm Technologies, integrating hardware and software functions, Helps developers and manufacturers build AI terminals. The development kit program includes reference AI applications and models that support many use cases, such as object recognition, defect detection, scene detection and pet identification. It will also use a modular design to support extended AI. And shooting function. In addition, Qualcomm also announced cooperation with NetEase Youdao, both parties are using Qualcomm AIE components to speed up the realization of real-life AR translation capabilities on some of Xiaolong's mobile platforms. Users just have to open the way translator, will smart phones The camera is aimed at the text content to be translated, and real-time AR translation of Chinese, English, Japanese, and Korean can be achieved without taking pictures. No need to rely on the network or the cloud for processing. It is reported that support for off-line real-time AR translation functions on mobile terminals requires the support of advanced artificial intelligence technologies. Qualcomm AIE can accelerate the operation of deep neural network workloads on the terminal side. With dynamic tracking and identification as For example, unlike static photo translation, the implementation of real-world AR translation needs to be recognized in the process of terminal movement. This has a higher requirement for the recognition processing performance. Qualcomm also announced a cooperation with Baidu, the two parties will cooperate , Using the Qualcomm AI Engine to promote the implementation and transformation of the Baidu PaddlePaddle open source deep learning framework model on the Xiaolong mobile platform through the ONNX (Open Neural Network Exchange) exchange format. This cooperation will help the global development while expanding the AI industry ecosystem. It is easier for OEMs and OEMs to develop and introduce AI-related features on terminals equipped with Snapdragon mobile platforms. China Electronics News