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The development of China's chip industry has received much attention in the past few months. At the same time, some Internet giants, home appliance field leaders and other 'outsiders' have entered the industry, the chip industry surging.
According to Dai Weimin, vice chairman of IC Design branch of China Semiconductor Industry Association and chairman of the company's core holding company, the 'customization demand' of the chip industry is increasing. Due to the merger and acquisition of the chip industry, the breadth of the products provided by semiconductor suppliers is reduced. 3. The internet giants had to come out personally.
On the other hand, Chinese companies are paying more attention to and investing in the semiconductor industry. However, where is the breakthrough point? On June 2, at the DeepTech Semiconductor Industry Forum, practitioners waved the banner of development toward the AI chip field. An AI chip industry practitioner told the “Daily Economic News” reporter that the internet industry is a 'winner takes all' while the AI industry has a 'decentralized' feature. At present, there is a wide gap between China and the United States where technology has accumulated a lot. It is not big, but the application scene is in strong demand and has a broad prospect of landing.
Giant aiming 'chip' deep dig moat
Not long ago, Dong Mingzhu, Chairman of Gree Electric Appliances (000651, SZ) stated that even if he invested 50 billion yuan, Gree must succeed in chip research, and Konka also announced that it would enter the chip field. The Internet giant has caused greater industry shocks. Influx. Alibaba Group announced in April that it would wholly acquire the chip company Hangzhou Zhongtian Microsystems Co., Ltd., and before that, Alibaba Dharma has established a chip technology team and also invested in the Cambrian, Shenjian Technology. And other 5 chip companies.
How will the influx of Internet giants such as BAT change the competitive landscape of the semiconductor industry? 'The chips can be divided into thousands of categories, that is, you invest in one or two categories. It is only a very small piece in the entire market and it is difficult for the entire market. The market has a big impact. ' Zhu Qingzhi, Chairman of Eye-Qing Technology, expressed to the media including the reporter of "Daily Economic News".
Prior to BAT's entry, Internet giants such as Microsoft, Google, Facebook, etc., have already been placed in the semiconductor chip industry. Dai Weimin believes that this is a specific functional requirement for new equipment after the Internet company has reached a certain stage of development. Industry mergers and acquisitions reduce the breadth of specialized products provided by semiconductor suppliers.
Although there are practitioners who say that the entry of Internet giants can hardly affect the competition within the chip industry, this has undoubtedly caused an ecological response to the competition among giants. Luo Wei, general manager of Foxcon Industrial Internet (Fii) Fuhua Branch, believes that Companies are deepening their moats by going upstream to the chip industry. 'Actually, the chips they make are only used in a specific product of their own, but they can give them a very high competitive advantage.'
This is also a process of redistribution of profits. Yao Song, founder and CEO of Shenzhen Shenzhi Technology Co., Ltd., said that companies that use the system to make more money will have their own chip team, such as the Power Series created by IBM, Oracle's Sparc. Series, 'Till this time, we found that the whole industry has changed a little bit, that is, simply doing the system itself may not have been so profitable, and competition has begun to fierce.'
AI chip at the same starting line in the world
'The top ten global semiconductor chip companies are currently without exception all European and American companies ... and this top ten accounted for 58.8% of the global market share.' Ziguang Group's global executive vice president and Ziguang Zengru CEO Zeng Xuezhong said.
Semiconductor companies in mainland China started more recently, but they have started quite a bit in the AI and the unmanned areas that they have extended. This is also considered to be an excellent opportunity for Chinese chip companies to overtake the curve.
In fact, AI brings about tremendous changes in the entire industrial sector. ' Zhu Jizhi believes that in the accumulation of AI technology, the gap between China and European and American countries is relatively small. Chip products rely on the development process of the entire AI industry. There are many factories in China and Strong demand, strong industrial development drive.
Zeng Xuezhong believes that in the next 10 years, 5G, AI will usher in an outbreak, which will bring opportunities for the chip industry. Chen Wenjun, head of TSMC North China Business, believes that smart phones have been used in AR and VR applications because of the emergence of AI. With real-time networking games, health monitoring, mobile payment and other fields, AI has created a very large market.
As far as the current landing scenario is concerned, AI chip start-up companies founded in China, including the Cambrian, Horizon, and Shenjian Technology, have chosen autopilot and security and other fields. Xi’an Feixin founder Lei Shuyu introduced this. Demand has determined that Chinese companies in most fields are lagging behind. However, in individual fields such as laser radar, chip-level solutions have not yet emerged. From this perspective, everyone also has a starting line.
However, Wei Shaojun, director of the Department of Microelectronics at the Department of Microelectronics and Tsinghua University of Tsinghua University, publicly stated that AI currently has no killer applications, and the development of AI chips is likely to encounter a setback period in the next 2 to 3 years to meet specific applications today. AI chips for the main purpose need to think about where to go.
In this regard, Zhu Jizhi told the reporter of the “Daily Economic News” that chips are the carrier of technology. Even if sales fail, technology still exists. The AI industry is still in the experimental period. Chip companies will also develop along with industry development. Progress will also be clear about the business model.