1. Independent controllable operating system to expand military and civilian integration applications;
Recently, Yuanxin participated in the 4th China (Beijing) Military-civilian Integration Technology and Equipment Exhibition with the theme of 'Developing Self-control and Controlling the Integration of Military and Civilian', focusing on the operating system of the self-controllable mobile intelligent terminal. Safety application, sharing Yuanxin's practical experience and outstanding achievements in the field of military-civilian integration, has aroused widespread concern.
At the exhibition, Yuanxin brought the military mobile accusation system, fixed-area mobile phone security control solution, multi-system integrated communication terminal, the latest multi-level multi-domain experience version terminal and other products and technical solutions, while the fixed area mobile phone security management and control solution The program is the biggest highlight.
According to reports, this program innovatively adopts full-system intelligent shielding technology, fiber distribution coverage, flat network structure, and realizes a comprehensive solution for full-system mobile phone signal shielding and intelligent detection of communication terminals, which can be widely used in military management areas. Confidentiality meeting, the prison station manages the special occasions that have regulatory requirements for mobile communication terminals. The program realizes the 2G/3G/4G full-standard system of the three major operators in China, and effectively shields the mobile phone signals in the whole region, which can shield the perimeter accuracy. The control is within 10 meters, and the extended interface is provided for the future 5G and other systems. The solution has won the praise of military customers for its integrity and forward-looking. In addition, the guests also gave the mobile accusation system, multi-standard fusion communication terminal to the pole. Great attention.
Huang Guoqing, general manager of the Yuanxin Technology Military-Military Integration Division, said: 'With the increasing demand for high security requirements in the domestic party, government, and military industries, Yuanxin took this opportunity to continue on the basis of the self-controllable mobile intelligent operating system SyberOS. In-depth research, the recent Yuanxin actively carried out in-depth cooperation in production, education and research, enriched the product line, and the influence is increasing.
It is reported that Yuanxin has cooperated with a domestic enterprise not long ago, focusing on providing overall solutions for the use of Yuanxin dual system for customers in the military and other industries. The focus of both parties is to focus on the scale expansion of the whole machine program in the industry market in the future. Continuously increase market share, this is another important milestone in the ecological application of Yuanxin's self-controllable mobile intelligent terminal operating system.
In addition, Yuanxin is also actively cooperating with research institutes. The multi-level multi-domain security mobile phone that was unveiled this time is the phased achievement of the joint innovation of a pair of first-class universities in the United Nations. The future Yuanxin will be more perfect for military users. Multi-level multi-domain intelligent terminal products and overall solutions. (Proofreading Emily)
2. Foreign media exposed Huawei 'Da Vinci Plan' or pose a threat to Nvidia;
Netease Intelligent News July 13th news According to foreign media the information report, Huawei is currently launching a new project codenamed Da Vinci's project 'Project Da Vinci', which includes: developing new data centers Huawei AI chip, support voice and image recognition applications in the cloud.
It is understood that the implementation of this 'Da Vinci' project is Xu Zhijun, the chairman of Huawei's rotation, who is also responsible for overseeing the company's business strategy and R&D. 'Applying artificial intelligence, making our products and solutions more competitive, this is work "Heavily," Xu Zhijun said at a company industry analyst meeting in Shenzhen in April. Previously, Huawei executives publicly expressed their interest in artificial intelligence, and the company has added products such as smartphones. AI function.
Informed sources also revealed that every month, Huawei executives will discuss with colleagues how to introduce artificial intelligence into all products and services of the company, from telecom base stations and cloud data centers to smart phones and surveillance cameras. The development of AI chips is also A key component of the project. A Huawei insider said that the engineers at Huawei's semiconductor division HiSilicon are responsible for designing the Chinese company's own AI chip for running on servers in the data center. Although Huawei is currently using NVIDIA's chips to increase its servers. Artificial intelligence, but hope to gradually reduce the dependence on American companies.
Some commentators said that this is Huawei's first foray into a highly competitive market. Given the products and services that Huawei uses extensively among wireless carriers around the world, the existence of the Da Vinci project may have a major impact. Foreign media believes that Huawei's strategy may be NVIDIA poses a challenge. In the most recent quarter, China was the second largest market for NVIDIA, accounting for 23.5% of its revenue.
Creating an alternative to NVIDIA will be a tough battle. The US company enjoys an almost monopoly position in the chip market, which powers the computationally intensive process of deep learning algorithms. Many companies rely heavily on Nvidia to bring AI into In its products. Although it has been difficult to replace Nvidia, Huawei has already challenged other large US technology providers. Huawei used Qualcomm chips in almost all Huawei phones. However, in the past seven years, through the development of its own Mobile chips have accumulated more and more necessary patents related to wireless technology, and it has become a reliable competitor of Qualcomm. Huawei's flagship smartphone released last year is equipped with its own chipset, including artificial intelligence.
Foreign media said that a Huawei spokesperson declined to comment on the Da Vinci project. (Yizhi)
3. Violet exhibition sharp: no mobile phone is not smart, the importance of AI chip in 5G era is becoming more and more obvious;
62 years ago, McCarthy first proposed the concept of 'AI'.
21 years ago, the 'Deep Blue' supercomputer defeated the chess world champion Kasparov.
A year ago, AlphaGo beat the world's number one player Ke Jie by 3:0. Just a few days ago, the IBM 'Project Debater' system challenged two Israeli debate champions to gain audience recognition.
With deep learning in image recognition, speech recognition, natural language processing, robotics, medical automatic diagnosis, search engines, etc., through the Internet and smartphones, AI has comprehensively affected human work and life.
An era of AI is coming.
Behind the fiery market, it is inevitable that the turmoil will iterate and the bubble reborn. How to embrace change, let technology truly release value, and empower human society?
On July 11th, I was looking for the 4th Summer Summit of China Maker - 'AI Falling' held in Shenzhen. This is a big coffee gathering, full of dry goods, focusing on the most advanced proposition of artificial intelligence AI summit.
In addition, around the hot issues in the field of artificial intelligence, the summit also set up a 'New Hope' summit forum for 'China Core', and Wu Huixiong, senior vice president of Ziguang Zhanrui Market, participated in the forum discussion as a special guest.
Viewpoint 1: China's chip industry has a good foundation, and it has the advantage of the world's largest chip consumer market. We need to understand the market in depth, tap the market dividend, and maximize the efficiency of capital and talent. I believe that through long-term focus, China's chip industry will achieve sustained breakthroughs and greater achievements. Viewpoint 2: No mobile phones, not smart. It is predicted that 80% of smartphones will have artificial intelligence by 2020. Future mobile phones will learn our usage habits and help us to do Decision making, further influence and convenience of our lives, and these depend on the driver of the core chip.
In the near 5G era, the Internet of Everything is inseparable from AI technology, and the importance of AI chips has become increasingly prominent. With innovative chip design technology, Ziguang Zhanrui recently released the first 8-core LTE Soc chip supporting artificial intelligence applications. Platform---Ziguang Zhanrui SC9863A, the chip is oriented to the mainstream market, can achieve high-performance AI computing and application, and supports face recognition technology based on deep neural network, which can achieve fast and accurate face authentication, protect user privacy and information. Security. The previously released Ziguang Zhanrui AI terminal solution has also been adopted by Baidu Translator. This solution is based on the mature 4G communication and AP processing capabilities of Ziguang, integrating Baidu speech recognition synthesis, neural network translation and other artificial intelligence technologies. The pigeon's own patented global cloud SIM technology.
In the future, Ziguang Zhanrui will continue to invest in AI product research and development, fully promote the development of artificial intelligence, and make AI benefit humanity with innovative technology.
4. The first domestic tonnage fullerene production line was put into operation;
Sinochem New Network News On July 12, Sun Yongqing, chairman of Inner Mongolia Carbon Valley Technology Co., Ltd., said in an interview with China Chemical Industry News that the first domestic tonnage fullerene production line (Phase I) built by the company was recently put into operation in Hohhot. At present, the production load has reached 80%. In the future, according to market needs, the company will also design an annual production capacity of 3~5 tons.
Fullerenes are the star of the carbon material family, including C60, C70, C84, C90, C94, PCBM, etc. 'The most common fullerene is C60, which passes 60 carbon atoms through 20 six-membered rings and 12 five The Yuanhuan is a super-stable structure, similar to the football-like hollow symmetry of all-carbon molecules, also known as football olefins. 'Zhang Yongchun, dean of the Inner Mongolia Carbon Valley Fullerene Industry Research Institute, said that fullerene is stable. Its structure and unique physicochemical properties make it useful in many fields such as solar cells, magnetic resonance contrast agents, bioengineered gene carriers, laser goggles, hepatitis C treatment, anti-influenza virus, and anti-tumor.
At present, the global market for fullerenes is about several billion US dollars. In the world, only a few countries such as the United States, Russia, and Japan have achieved mass production of fullerenes. The production line of fullerenes in the United States, Russia and other countries is kilograms and expensive. Japan's Mitsubishi's fullerene production first reached the tonnage level, but mainly used for military industry, not for external sales. China has included fullerenes in the "new material industry's 12th Five-Year" key product catalog, and in the 'ten The key projects of new nano-carbon materials and devices are included in the “Three-Five” plan.
Fullerene has various structures and different synthetic difficulties, and the price changes are also large. Zhang Yongchun said that the price of foreign related products ranges from several hundred yuan to several tens of thousands per gram, and sales are strictly controlled. Only through independent research and development And continuous innovation in production, purification, separation process technology, in order to no longer rely on imports, to provide high-performance fullerene products for domestic downstream users.
According to reports, the company has overcome the key technology of fullerene purification, greatly improved separation efficiency and product quality, achieving high purity separation (99.9%) and high yield, complete independent intellectual property rights in preparation and separation technology, main production equipment All are self-developed, breaking the beauty, the monopoly of the fullerene industry.
Sun Yongqing said that they have 7 invention patents and 7 utility model patents. In recent years, they have introduced civilian products such as fullerene lubricants, fullerene bacteriostats and fullerene cosmetics, and experts in materials field at home and abroad. Cooperate, groundbreaking the addition of fullerenes to aluminum and copper metal materials. The lightweight high-strength fullerene laminated aluminum material prepared has an ultimate bending strength equivalent to 45 steel, but the density is only three-thirds of the steel. First, it is widely used in the lightweight of airplanes, trains, automobiles, etc.; the prepared high-performance fullerene copper-based composite material has a friction coefficient of only one-third of that of pure copper, and can be used in high-speed rail networks, mechanical bushings, and oily. Bearings, copper-based balance blocks and other aspects to improve performance; developed fullerene vacuum coating technology, can be used in bearings, microelectronic chips, solar cells and other fields.
According to reports, in the future, Inner Mongolia Carbon Valley Technology will also promote the establishment of industry standards and national standards for fullerene-related products, develop the application of fullerenes in bio-pharmaceutical, energy, industrial and other fields to create a more complete fullerene industry chain and Industrial chain cluster.
5. High-end CIS is a short board: behind the high-value mobile phone camera, domestic CIS can not be absent;
China has strong R&D capabilities in CMOS image sensor (CIS) and also launched the world's highest resolution CIS product, but in the high-end mobile CIS market, domestic brand CIS has long been absent.
Among the various components of the mobile phone camera, the importance of CIS is self-evident. It is a necessary component for converting optical signals into electrical signals, and its status is equivalent to that of conventional cameras. It can be seen that the imaging quality of mobile phone photographs. , CIS is the first one.
High-end CIS is a short board
At present, in the research and development of CIS, China's strength is not weak. For example, Changchun Changguang Chenxin Optoelectronic Technology Co., Ltd. has launched 150 million pixel ultra-high resolution CIS and the world's first back-illuminated, scientific CIS, at home. Outside the industry has caused widespread concern, but once focused on mobile devices such as mobile phones, Chinese manufacturers can only look at Sony, Samsung and other Japanese and Korean manufacturers.
According to market research organization TSR data, based on shipments, in 2017 mobile CIS market, Sony and Samsung's market share reached 31.5% and 30.3%, respectively, while Chinese local manufacturer Gecom microelectronics market share is only 10.2%, China-owned Haowei technology market share is 15.0%. If the target is targeted at flagship and high-end models, Sony and Samsung have almost 100% market share, China CIS can only be bigger in the low-end market. The right to speak.
In the low-end market
The root cause of the gap between China and Korean and Japanese manufacturers in the mobile CIS market is technical accumulation.
At present, Chinese manufacturers' mobile CIS products have been stuck in the low-end market below 8 million pixels. In order to break through the high-end market, Gu Kewei CEO Zhao Lixin believes that domestic manufacturers need to have process understanding and circuit design perfection. Longer accumulation.
The fact is true. Sony, Samsung is far ahead of the CIS market. It was not a glimpse. As early as 1990, Sony entered the image processor market, focusing on the CCD image sensor business. Then in 2007, Sony predicted that CIS was moving. The equipment will be widely used, so the investment in this area has been increased, and relying on the technical experience accumulated in the previous CCD, it has become the leader of the CIS industry. Samsung, SK hynix and other companies, because they have foundries, High control over process development, can enter the field at a lower cost, and insist on research and development.
Compared to Sony, Samsung, China's several head CIS manufacturers, such as Gekewei, Sibike, BYD, etc., entered the field late, including Gekewei was established in 2003, and Sibike was founded in 2004. In the year, BYD entered the semiconductor market only in 2003. From a point of view, Chinese manufacturers are obviously at a disadvantage. After all, Sony and Samsung have already had certain capital, and domestic manufacturers have just started.
Despite the late start, Chinese manufacturers have been struggling to catch up, but Sony and Samsung are too fast. In December last year, Geke Micro announced that the 13-megapixel image sensor research and development project based on the 1.12μm process technology passed the acceptance test and became a high-end domestic product. Mobile CIS's stepping stone, this CIS is currently in mass production. However, this new product has fallen behind Sony since birth, Samsung at least one generation.
Sony, Samsung public information shows that Sony IMX400 and Samsung S5K2L3 two high-end CIS products were introduced to the market in early 2017 and early 2018 respectively. Compared with the previous generation, the biggest difference between these two new products is in the back-structure pixels. The DRAM memory chip is added between the layer and the signal processing circuit layer of the pre-installed circuit chip, which improves the speed of CIS exchange image data. The emergence of these two products once again opened the distance with other manufacturers, especially Chinese manufacturers.
Not only that, CIS is part of the integrated circuit chip, and naturally has some characteristics of the semiconductor industry. Therefore, in some processes, China still has obvious shortcomings, such as tape. CCID think tank Electronic Information Industry Research Institute Director Wen Xiaojun told the "Communication Industry News" (net) reporter that most of the domestic semiconductor film still depends on countries such as Singapore.
It’s not too late to catch up
In the mobile CIS field, there is a certain gap between Chinese manufacturers and Korean, Japanese and American manufacturers, but this does not mean failure.
Wen Xiaojun believes that Chinese manufacturers will certainly enter the high-end market, but it will take time.
From the current technological development trend, Chinese manufacturers have the opportunity to catch up in the high-end CIS market. Sijie Chairman Chen Jie pointed out that the minimum pixel size of mobile CIS on the market has reached 1.0μm, but when the pixel size reaches 0.9. When it is μm, it may stay for a long time.
More importantly, high-end products are currently going back and developing towards large pixels. For example, the Sony IMX400 has a pixel size of 1.22μm, and the Samsung S5K2L3 has a pixel size of 1.4μm. Currently several domestic manufacturers, Sibike and The pixel size of Geco micro-products is 1.12μm, and BYD also stays at 1.4μm. Obviously, from the perspective of pixel size, the gap between Chinese manufacturers and Korean and Japanese manufacturers is gradually narrowing.
Therefore, on the road of research and development, Chinese manufacturers still need to move forward, continue to invest, and persist in innovation.
Reporter's hand
High-end market is the inevitable choice
In today's smartphone market, Sony CIS is almost the best choice for high-end flagship models, and is gradually infiltrating into the low-end market.
In sharp contrast, domestic CIS has always been in the low-end market. However, Chinese CIS manufacturers are not so unpredictable, such as Gekewei, Sibike, BYD, etc. are still seeking breakthroughs, efforts The land is going to the high-end market. This must be encouraged and appreciated.
Of course, the high-end market is bound to be the choice of domestic CIS manufacturers. Otherwise, once Sony, Samsung, and even Anson are sinking from the high-end market to the low-end market, and relying on strong brand and technical strength, Chinese manufacturers really have to lose collectively.
So how do Chinese manufacturers go to the high-end market and confront giants such as Sony and Samsung?
The answer is persistence. Adhere to independent innovation, adhere to technological accumulation, and insist on investment. Only in this way can we find a world in the high-end market.
China's IC market forecast and industry development trend in 6.2018
First, the development status of China's integrated circuit industry
According to the statistics of China Semiconductor Industry Association, the sales of China's IC industry reached 541.13 billion yuan in 2017, a year-on-year increase of 24.8%. Among them, the IC manufacturing industry grew at the fastest rate, with a year-on-year growth of 28.5% in 2017 and sales of 144.81 billion yuan. The design industry and the packaging and testing industry continued to maintain rapid growth with growth rates of 26.1% and 20.8%, respectively, with sales of 207.35 billion yuan and 188.97 billion yuan respectively.
2013-2017 China's IC sales revenue chart
Related Report: "Analysis Report on China's IC Industry Potential and Investment Risk Recommendations for 2018-2024" issued by Zhiyan Consulting
Since the IC industry is in the upstream of the electronic information industry, it is greatly affected by downstream demand. Since 2008, under the influence of the global financial crisis and the global economic downturn, the world's IC market has declined. China's IC industry in 2008. In the year, it also experienced negative growth for the first time. After that, it continued to show a downward trend in 2009. The year-on-year growth rate of industrial sales decreased from -0.4% in 2008 to -11%, and the scale was 110.9 billion yuan. By the end of 2016, China's integrated circuits The annual output reached 133.92 billion pieces, and the sales revenue reached 433.55 billion yuan. In 2017, China's integrated circuit output increased to 156.49 billion.
2007-2017 China's integrated circuit output chart
According to China Customs statistics: In 2017, the number of China's integrated circuit imports was 376.989 billion pieces, and the import gold was 260.108 billion US dollars. In 2017, the number of China's integrated circuit exports was 204.35 billion pieces, and the export value was 66.875 billion US dollars. The total demand for domestic integrated circuits is 329.129 billion.
2007-2017 China's total demand for integrated circuits
Estimation of average price of integrated circuits in China from 2011 to 2017
China's IC Import and Export Statistics for 2007-2017
1, high-end integrated circuit products are still missing. At present, China's chip design technology and production process is still far from the European and American countries. Although China's low-end integrated circuit products can meet market demand, but because of core technology external dependence Higher sex, leading to high-end products mostly rely on imports.
2. The intensity and sustainability of R&D investment still need to be improved. Integrated circuits are high-risk, high-input industries, especially in manufacturing, with huge capital investment and long-term investment. The investment pressure is enormous. At present, although China has established integration Circuit industry investment development funds and major science and technology projects, but the total investment scale, R & D investment is still insufficient compared with developed countries such as Europe and the United States.
3. The independent industrial ecosystem needs to be further improved. Currently, the integrated circuit industry relies on the innovation of single-point technology and single product, and is transforming into a systematization and integration innovation of multi-technology integration. The overall capability of the industrial chain and the improvement of the ecological environment have become the decision. The leading factor of competition. At present, China lacks leading leading enterprises that can effectively integrate all aspects of the industry, and lacks the 'specialized, refined, special, new' SMEs that are matched with them, so it cannot form a reasonable division of labor system. Forming a perfect industrial ecosystem with large enterprises as the leader, small and medium enterprises as the support, and enterprise alliance as the support.
Third, the prospects of the integrated circuit industry market
Looking forward to 2018, 10 nanometer advanced manufacturing technology will mass production, will continue to promote the replacement of logic chips, and the memory capacity has not been effectively released, the price is still strong, the market demand for automotive electronics to chips will also drive the development of analog chips and other markets. The global semiconductor market will continue to grow. It is expected that the annual market size will reach US$420 billion, and the growth rate will fall back to around 3.7%. A number of listed design companies in China will continue to expand their production and promote production under the capital market. Scale, continue to promote the rapid development of the domestic design industry. In terms of manufacturing, SMIC and Huali 28nm process continue to increase volume, Samsung, Hynix, Intel's domestic memory plant will continue to contribute to the development of kinetic energy, the completion of a number of new production lines It will further promote the growth of production value in the manufacturing sector. The development of design and manufacturing will also drive the development of the packaging and testing industry. It is expected that the scale of the semiconductor industry will reach 590 billion US dollars in 2018, and continue to maintain growth rate of more than 17%. But it is worthy of attention. Yes, some design companies have begun to show signs of growth and weakness, and manufacturing is also opening. FinFET technology research into the deep end, I will continue to maintain high growth industry challenges.
China's IC industry sales revenue forecast for 2018-2024
