What is lacking in China is not just “coreâ€, what is lacking is a complete chip system.
What is lacking in China is not only the core, but also the lack of a complete chip system. With the phenomenon that domestic chips are being choked, it slowly makes many countries find that the lack of autonomous chips is a real headache. Things. At present, 90% of chip core patents are provided by ARM. Even Qualcomm apples use their technology, not to mention domestic chips that are known to everyone. It is precisely because of this that we have seen the wave of domestic chips being brought up in a short period of time. However, it is accompanied by a small amount of rain and rain, and it is rare to truly achieve results in the short term.
Not long ago, whether Ali and Zhongtian Micro's chips, or Yun Tian Li Fei delivered a new security class AI chip, we see the current stage of domestic chips are directed at the development of AI direction. For us, where traditional chip development is not locked in, it is indeed a good thing to be able to seize the opportunities in the new direction of development. However, we are all aware that the realization of AI chips in the realization stage can bring practical benefits. The effect is not much. At the current AI level, the so-called NPU is more about image processing, enhanced 3D performance, and machine learning. Most of the time artificial intelligence still has to rely on excellent algorithms. At present, even the NPU of the Huawei Unicorn 970 is more to show that the camera is a scene recognition, and the impact on the performance and fluency of the mobile phone is still small.
However, for the current situation of domestic development, there is no shortage of investment in chip design, and there is no shortage of early development of AI chips. Domestically, it wants to truly develop on chips, in addition to maintaining the heat of independent innovation. In fact, much more needs to build a strong chip system. Simply put, it is necessary to create a complete domestic chip supply chain. Currently, domestic chip production technology is relatively backward, and lithography machine manufacturing strength is very poor, and the chip production process is only between 28nm and 14nm, compared to whether Samsung or TSMC has already entered the 7nm era.
Lack of production of the most critical lithography machine, the lack of production plants, the lack of recognition of downstream manufacturers, everyone chooses foreign products, which formed a vicious circle, so that more domestic chips are stalled. It is really not easy to achieve a curve overtaking. What is interesting is that the trend of the current AI chip is indeed a certain degree of development, although there are some speculation elements, virtual reality, but can go one step at a time, there are still many benefits for the development of domestic chips.
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