bai qiang's blog
July 10, 2018 by bai qiang
Recently, at the “New Economy, New Journey” Entrepreneur Forum held by the Shanghai National Accounting Institute, Shi Lei, managing director and founder of Shanghai Fudan Microelectronics Group, said in his speech: IOT (Internet of Things) and artificial intelligence. The field will provide a huge impetus to the integrated circuit, which will lead to many new forms of chips.
Shi Lei believes that the development of Moore's Law to this day has been terminated, the chip width has been reduced to nanometers, and the chip can no longer be reduced, which means that the chances of later generations will be more. The so-called Moore's Law means that when the price is constant, the number of components that can be accommodated on an integrated circuit will double every 18-24 months, and the performance will double. DTM04-4P-E004
"The emergence of quantum computers means the emergence of infinite computing power. In the IC industry, we are focusing on two areas that will give a huge impetus to integrated circuits. The first is the Internet of Things, the Internet of Everything, will provide The emergence of many new morphological chips; the second will promote the development of the chip is artificial intelligence, artificial intelligence hardware acceleration, artificial intelligence framework structure changes will also appear some new chip companies, what will appear in the new chip companies What? Intelligent or semi-customized architecture."
Shi Lei believes that in the future, artificial intelligence as a programmable FPGA chip may exceed the chip made by human beings, which is estimated to be realized in two or three years. CS-DSDMDB15MF-015
Relative to the high valuation of chips in the Chinese market, foreign companies have not been highly valued for chip companies. Shi Lei believes that the main reasons for this phenomenon are two:
The first is the fierce competition in chip products, and the product replacement cycle is short. When a successful chip quickly takes over the market, there is often a new challenge chip, the boxing effect. According to the business school, the valuation is continuous. Once the continuity is destroyed, the valuation of the chip will be problematic.
The second problem is that the uncertainty of the chip is too great. The success of the chip is actually full of contingency, not the success of the indicator, but also the interaction of the industry, the greater the valuation risk. Therefore, there is some truth to the chip industry as a black hole for investment.
So, how to explain the rising valuation of China's chip industry in these years or the good performance of the capital market?
Shi Lei believes that it is very likely that the integrated circuit and the whole machine are matched. The inertia or stickiness of Chinese integrated circuits is much larger than that of international integrated circuits. "China has a large number of licenses and certifications, so that even if there is New products come out, old products are also difficult to exit. What are the benefits? For capital, you can take a breather."
April 24, 2018 by bai qiang
April was an eventful event for China's electronics industry. First, on April 3, U.S. trade signed an additional 25% import duty on more than 120 items of technology electronic products in China. Then, on April 16, the U.S. Department of Commerce announced that it prohibited US companies from selling to ZTE. Semiconductor products, aging for 7 years.
It is not difficult to see that the United States is using the banner of "unfair trade" to take a further trade war against China. It is hard to imagine how these bans will be fully implemented and how ZTE should deal with them to survive the crisis.
A series of measures in the United States undoubtedly made a splash to China. Due to the rise of artificial intelligence and the Internet of Things, semiconductor chips have ushered in an unprecedented golden era. In 2017 alone, the amount of imported semiconductor chips in China reached 260.14 billion U.S. dollars, and China’s self-determination of semiconductor chips has become a priority. The ZTE event once again highlighted the "dead spots" of China's semiconductor chips.
To sum up the current situation of China's semiconductors, perhaps some inspiration. Current status of China's semiconductors: 1. At present, China is the world's largest semiconductor consumer country, and consumes 45% of the global market share of semiconductor chips each year. 2. China's 90% of semiconductor chip consumption depends on imports, and imports far exceed oil prices. 3. Chinese semiconductor chips started relatively late and fell behind the world average. 4. The world’s semiconductor giants have formed a complete ecological chain, and the commercialization of Chinese semiconductor companies is difficult.
A lot of people in the ZTE incident analyzed the result that both China and the United States will suffer. But in reality, the United States is "injured", but ZTE means "dead." Since ZTE collapses, the United States can continue to support other foreign communications companies to achieve alternatives and quickly absorb ZTE's market share.
Under the intervention of both governments, the two parties are likely to reach an agreement. However, if this negotiation lasts for more than two months, ZTE's inventory will be exhausted and it will have irreversible consequences.
After this incident, Chinese companies were able to learn from their pain and make more independent research and development of chips. However, in order to achieve complete self-supply of semiconductor chips in the short term, it is absolutely impossible for them to focus on the future and have an odds.
China is so powerful. Why is it that a small semiconductor chip is stuck? The fact is, in the semiconductor field, even if you have money, you cannot do what you want.
Originally, China could rely on the acquisition of semiconductor companies in other countries to obtain core interests, but a "Waistler Arrangement" has allowed Chinese semiconductor acquisitions to be rejected again and again. The Wassenaar Arrangement, also known as the Wassenaar Arrangement Mechanism, was established in 1996 after the dismantling of the Paris Coordinating Committee by the world’s major manufacturers of industrial equipment and weapons to control the international nature of conventional weapons and high-tech trade. organization. In this organization, the object of the target blockade mainly includes the major categories of vehicles: traditional weapons such as tank artillery, and weapons of the scientific and technological community, both military and civilian goods and technology. Among the countries that are restricted, there is China.
Back to the semiconductor chip industry, it is because of the Wassenaar Arrangement that it is difficult for China to acquire chip companies from abroad or import many devices in the chip field. While China wants to create its own chip technology, it needs a lithography machine, but China can't buy any advanced lithography machine equipment and independently research and develop the lithography machine's R&D experience. The gap is too big. Therefore, it is particularly difficult for China's semiconductor industry to start.
Even if the “Wassenaar Arrangement” is bypassed, or the photolithography process can be used to achieve the world standard, China is still not complete in the semiconductor chip ecosystem, and the overall progress is slow. In recent years, China has achieved a lot in the semiconductor industry. However, we must admit that there is still a wide gap between China and the world's advanced semiconductors.
In fact, China's semiconductor industry will not take short cuts to win, but long-distance travel is long. To achieve the world's top level, we must change from a fundamental point of view. The most important issue is talent. At present, China’s most in short supply is semiconductor talent to attract and cultivate semiconductor talent; followed by investment and emphasis on technological breakthroughs, and then China should increase semiconductors that encourage long-term investment in patient capital and cyclical investment in patient capital. The opportunity for companies to give trial and error cannot be achieved overnight.
The semiconductor industry is a technology-based field. Therefore, we only have constant innovation and master core technologies before we can have a certain amount of discourse in the international community. From a certain perspective, the ZTE incident is now a good opportunity for China, which can cause reflections on Chinese electronics companies and also promote Chinese industry innovation. BSM50GX120DN2
Intel accumulated more than 50 years of technical data from several scientists in materials physics before releasing the original PC chip; Samsung's flash memory technology, 3500 engineers worked successfully for 20 years to design and complete the manufacturing process. FS450R12KE3
Therefore, China also needs to maintain long-term patience and hope that they can make major breakthroughs overnight. In the semiconductor industry, such shortcuts will not work. Only by exerting national strength and maintaining unwavering semiconductor R&D determination can we complete the grand industry of semiconductor chips and let us work together for China!
April 20, 2018 by bai qiang
Due to the weak smartphone market and rising uncertainty in the cryptocurrency mining market, coupled with the appreciation of the exchange rate of the Taiwan dollar against the US dollar, TSMC estimated that the consolidated revenue in NT in the second quarter will be between 2,277.6 and 230.68 billion yuan. During the period, it fell by 7.0 to 8.2% from the previous quarter, which was lower than market expectations. TSMC also reduced its annual revenue growth target from 10-15% estimated at the beginning of the year to 10%.
Affected by the negative impact of TSMC's downward revision this year, US stocks earlier in the day, TSMC ADR fell by more than 6%, fell to 39.38 US dollars.
Foundry leader TSMC held a legal briefing yesterday (19th). The company’s consolidated revenue in the first quarter reached US$8.459 billion, a decrease of 8.2% from the fourth quarter of last year and a 12.7% increase from the same period of last year. Affected by the appreciation of the exchange rate against the United States dollar, the NT$ consolidated revenue for the first quarter of the year fell 10.6% to 248.079 billion yuan, still 6.1% higher than the same period last year. SP506CF
TSMC’s co-chief executive Wei Zhejia said that the main reason for the outlook adjustment is that the demand for smart phones is lower than expected, and the demand for cryptocurrency mining ASIC market is also full of uncertainties.
TSMC's average gross profit margin in the first quarter was 50.3%, and its operating profit rate was 39.0%. It was in line with its previous performance outlook. The single-season parent company's net profit after tax fell 9.6% to RMB 89.788 billion, a growth of 24.6% compared to the same period last year, and net profit per share. 3.46 yuan, in line with market expectations. TSMC said that 28nm and more advanced process revenue has reached 61% of the total wafer sales.
However, TSMC’s outlook for the second quarter was conservative, mainly due to the weak demand from the smart phone market. It is expected that the consolidated revenue will be between US$7.8 billion and US$7.9 billion, representing a decline of 6.6 to 7.8% from the previous quarter and 10.5% from the same period of last year. ~11.9%. Under the assumption that the exchange rate of the New Taiwan dollar against the US dollar is 29.2 yuan, the consolidated revenue in NT will be between 2,277.6 and 230.68 billion yuan, down by 7.0 to 8.2% from the previous quarter, which is lower than market expectations, but the same period of last year. Compared to still grow 6.5 to 7.9%. BTW58-1500R
TSMC estimates that the gross profit margin for the second quarter is between 47 and 49%, and the operating profit rate is between 35 and 37%. This compares with the first quarter and the same period of last year. TSMC said that the main reasons include the appreciation of the Taiwan dollar and poor product mix.
Regarding cryptocurrency computing market ASIC market changes, TSMC said that related performance in the second quarter is still better than the first quarter, and the second half will be better than the first half, but after the recent cryptocurrency price drop, 28nm ASIC demand turns Weak, strong demand for 20nm and more advanced process ASICs, so this market is still conservative and cautious.
TSMC also revised its outlook for the semiconductor and foundry market this year. TSMC estimates that the annual growth rate of the semiconductor market that does not include memory this year is about 5%, which is only 5-7 percent of the bottom margin estimated at the beginning of the year; the foundry market grew by 8% from last year, slightly lower than the forecast at the beginning of the year. Increase by 9 to 10% annually. TSMC’s revenue in US dollars this year is about 10% higher than last year, lower than the annual increase of 10% to 15% expected at the beginning of the year.
April 16, 2018 by bai qiang
As a leader in the high-end professional display industry, NEC has always been at the forefront of the brand, dedicated to providing more professional display services for the industry, and the first to introduce a multi-level brightness, multi-size, positioning large-screen 4K display without the market .
Recently, NEC launched its full range of new 4K large-screen displays, including the C series - 4K standard project display, V series - 4K professional engineering display, P series - 4K flagship engineering display, covering 65-inch, 75-inch, 86-inch , 98-inch, including a number of large size, brightness coverage 350nit-700nit. The three series can fully meet the needs of high, medium and low grades for displays in all walks of life. 2SD2017
NEC4K monitors use industrial-grade panels and components. The surface of the panels are all equipped with anti-glare technology, which can greatly reduce the impact of external ambient light on viewing. And the metal shell is more robust and can effectively shield electromagnetic interference and prevent deformation after long-term use. murata
NEC launched a full range of 4K new products using a 4K resolution LCD panel up to 3840×2160, built-in open OPS platform and Raspberry Pi platform, and private Garnet messaging platform, which greatly increased the application of the display. In addition, the monitor also has built-in SpectraView professional color processing chip, with a professional color grade color correction system, can easily and quickly achieve color management. At the same time, highly scalable interfaces and various installation methods can meet the needs of various industry solutions.
April 10, 2018 by bai qiang
According to the official website of the Ministry of Science and Technology, a few days ago, MIT engineers designed an artificial synapse that can precisely control the intensity of current flowing through it, similar to the way that ions flow between neurons, and has used silicon germanium. Made of artificial synapse chips. The chip and its synapses can be used to identify handwritten samples in simulation studies with an accuracy of up to 95%. The research results were published in the journal Nature-Materials, marking an important step for portable, low-power neuromorphic chips. BSM50GX120DN2
It is reported that there are about 100 billion neurons in human brains. Neurons pass instructions through 100 trillion synapses, enabling the brain to recognize patterns with lightning speed, complete memories and perform other learning tasks. Researchers in the emerging field of "neuromorphic computing" have tried to design a computer chip that works like a human brain and works by simulating signals similar to neurons. In this way, small neuromorphic chips can handle millions of parallel computations as efficiently as the brain, and only large supercomputers are currently possible. The problem that needs to be solved in this portable artificial intelligence method is synapses.
The researchers used silicon germanium to make neuromorphic chips consisting of artificial synapses, each consisting of "input/hide/output neurons," each neuron connected to other "neurons" through filament-based artificial synapses. . Each synapse is about 25 nm, and the difference in ion flow between them is only 4%, which is the most consistent device that can be achieved in the laboratory and the key to demonstrating artificial neural networks. The researchers then performed computer simulations of the artificial neural network to identify handwritten samples. The accuracy rate reached 95%, while the accuracy of the existing software algorithms was 97%. FS450R12KE3
The team is making simulation-based neuromorphic chips that can be used to identify handwriting tasks, and expects to use its artificial synapse design to create more compact, portable neural network devices for performing complex calculations, eventually replacing fingertip-sized chips. supercomputer.
April 3, 2018 by bai qiang
In the global technology industry, one indicator of the technical strength of each company is the number of patents. According to the latest news from foreign media, the latest statistics show that as of the end of last year, the cumulative number of patents registered by Samsung Electronics in the United States exceeded IBM's number one for the first time, and the organization also pointed out that IBM's technology research and development is moving toward aging.
Almost all technology companies in the world have registered patents in the United States, so the number of patents acquired in the United States has also become an authoritative comparative indicator. fz1200r12kf5
According to the Yonhap quoted from IAM and other organizations on Sunday, Samsung Electronics has accumulated 75,596 patents in the United States as of January 1, equivalent to 1.6 times that of IBM.
IBM holds a total of 46,643 patents, and it has been the largest patent-owned company in the United States for the past 25 years.
The above statistical report points out that Samsung Electronics not only surpassed IBM’s number of patents, but that in the foreseeable future, the company may always occupy the top spot. cm75ye13-12f
The report pointed out that although IBM used to lead in the number of patents, some of its patent assets are aging. In addition, IBM will give up some patents at an early stage. "As patent assets age, IBM must further intensify innovation, or It is the acquisition of patent assets to adapt to rivals' competition."
Japan's Canon, which traditionally manufactures digital cameras, holds 38,996 patents in the United States, ranking third. With the gradual replacement of digital cameras with smart phones, Canon has begun a large-scale business transformation, targeting medical devices and other fields. A large number of patent libraries will also promote Canon's transformation strategy.
Microsoft Corp. has 33,327 patents, ranking fourth, and Intel Corp. is ranked fifth, acquiring 30,985 patents.
Another Korean company, LG Electronics, ranked seventh and held a total of 28,223 patents in the United States.
Among the top 100 companies, US companies accounted for 46 seats, and European companies took up 14 seats. China's Huawei Corporation ranked 61 and Lenovo Group had 93.
Huawei and Lenovo are also the most internationalized technology companies in China. Huawei has sold telecommunications equipment and smart phones globally. Last year, Ericsson exceeded Ericsson as the world’s largest telecommunications equipment supplier. Lenovo Group is the second largest personal computer manufacturer in the world.
Among other Korean companies, SK Group ranked 56 in the United States, LG Display ranked 65, and Korea Electronic Telecommunications Research Institute ranked 82.
Samsung Electronics overtook IBM to become the largest number of US patents, but it was not unexpected. IBM used to be the overlord of the personal computer era, but later it sold its computer business and focused on corporate IT consulting, high-performance servers, and large computers. In the Internet era, IBM's industry status began to decline. The company has entered the emerging cloud computing market, but its competitive strength is far inferior to that of Amazon.com.
Samsung Electronics is the world’s largest consumer electronics company. It owns a wide range of products and raw material components such as display panels, memory chips, and semiconductors. Samsung is also the world’s largest smartphone manufacturer. Samsung’s mobile phones are often able to rely on excellent R&D capabilities. Launched major innovations including curved screens.
In addition to traditional household appliances, raw materials, mobile phones and other services, Samsung Electronics also follows the trend and has laid out various emerging technologies such as voice assistants, artificial intelligence, machine learning, automatic driving, virtual reality, and augmented reality. Technological R&D in these areas naturally promotes the continued growth of Samsung Electronics' patents.
March 29, 2018 by bai qiang
Reuters reported on March 28th, Beijing time, as the world's third-largest smart phone manufacturer, Huawei launched its new flagship product, the P20 series, in Paris on Tuesday in order to seek new products in the European market. breakthrough.
In the current European smart machine market, competitors Samsung and Apple have made great progress. However, Huawei's P20 series, with its rich camera capabilities and aggressive pricing strategy, is trying to compete positively with the Samsung Galaxy S9 and Apple iPhone X in the highly homogenized high-end smartphone market. bc556ap
Huawei said that the high-profile version of the P20, the P20 Pro, is equipped with three cameras and sensors, which also makes the image clarity of this product the leader in existing smartphones. Samsung’s flagship product, the Galaxy S9, launched in Barcelona last month upgraded the camera, and the Huawei P20 Pro is a clear response to Samsung’s product.
At the press conference in Paris, Huawei said that the basic P20 is priced at 649 euros (about 5053 yuan), while the high-priced P20 is priced at 899 euros (about 7,000 yuan). In contrast, according to Samsung's website data, the price of the Galaxy S9 and the high-priced version of the Galaxy S9+ is about 739 euros (about 5754 yuan) and 869 euros (about 6,676 yuan) respectively.
The European market will be the key for Huawei to become the world’s second-largest mobile phone manufacturer. In China's domestic market, Huawei is facing fierce competition from domestic rivals, but the European market is different. Thomas Husson, an analyst for consumer equipment at Forrester, a market research organization, said: “Given its absence from the US market, Huawei’s challenge in the European market is how to enhance its brand personality and gain more market share.” s1227-66bq
Huawei stated that in the first half of 2017, the company’s shipment volume in the European market increased by more than 50%. According to data provided by market research company Counterpoint, in the two major mobile phone markets in Europe—the Italian and Spanish mobile phone markets, the current Huawei mobile phone shipment share has exceeded that of Apple and Samsung. Counterpoint estimates that in recent years, the share of Huawei mobile phones in Western Europe has risen to 12%.
The share of Huawei smartphones in the UK and France accounted for 5% and 6%, respectively, and it was lower in the European market. In these countries, Huawei is strengthening its business.
However, Counterpoint analyst Peter Richardson said that Huawei has begun to face greater competition in the European market due to the recovery of Nokia mobile phones developed by HMD Global and its competitors from China. Xiaomi is increasingly powerful in this market.
The increase in the share of Huawei smartphones in the European market will help the company to make up for the disadvantages it has encountered in the US market. The chairman of the U.S. Federal Communications Commission (FTC) said last week that for Huawei, the FTC plans to adopt "active measures" to ensure the integrity of the US communications industry supply chain.
March 23, 2018 by bai qiang
South Korean technology giant Samsung officially announced on the official website on the official website of a new generation of mid-range mobile processors - Exynos 9610. The processor is affiliated with the Exynos 7 series of Samsung mobile processors. The biggest feature is the addition of visual depth processing, which can achieve 480fps slow-motion photography at 1080p resolution, or 4K 120fps recording and playback capabilities. Samsung pointed out that Exynos 9610 will adopt Samsung's new generation of 10-nanometer LPP process technology. On the processor side, the 8-core architecture is still based on the classic size core 2.3GHz A73×4 plus 1.6GHz A53×4. Under the DynamIQ big.LITTLE architecture, task scheduling tasks can make full use of each core performance of the CPU, regardless of whether it is a large or small core. It is also equipped with an embedded Cortex-M4F coprocessor to handle the daily sensor message processing. On the GPU, although the public version of the G72 architecture has greatly improved the GPU performance, the Exynos 9610 adopts the Mali-G72 MP3 with only three cores. The future may not be sufficient. bc556ap
For baseband chips, the baseband chip used by the Exynos 9610 supports up to LTE Cat.12 3CA 600Mbps downlink speeds, and up to Cat.13 2CA 150Mbps uplinks. The wireless connection function supports 802.11 ac 2×2 MIMO Wi-Fi and Bluetooth 5 and FM functions, and satellite positioning supports the mainstream GPS, Beidou, Galileo, and GLONASS systems.
Finally, because Samsung knows that photographing and photography have become the most frequently used features of consumer mobile phones, the Exynos 9610 has specifically added a visual depth processing module to enable deeper facial detection, multi-frame noise reduction, and simulated depth of field. Other functions. At the same time, the CPU supports 480fps slow-motion photography at 1080p resolution, or 4K 120fps recording and playback. These features make the future of the phone with the Exynos 9610 have a good photography function. Currently Exynos 9610 is ready for mass production. Samsung said Exynos 9610 will begin large-scale commercial use in the second half of 2018. s1227-66bq
March 19, 2018 by bai qiang
Later this year, hardware-level protection will be applied to data centers and PC products.
In order to address the vulnerability discovered by the Google Project Zero team earlier this year, Intel and the technology industry faced a major challenge. Thousands of colleagues throughout the industry have made unremitting efforts to ensure that we are able to deliver on our common primary commitment: to protect customers and their data. With humility, I am sincerely grateful to the people and colleagues around the world for their commitment and hard work. And I'm convinced that when companies need help urgently, companies, even competitors, will work together to cope. xc18v04vq44i
However, there is still a lot of work to do. As the security situation continues to evolve, we know that there will always be new threats. This prompted me to draft a pledge to “safeguard safety first” in January. Intel has always been very concerned about security, and now, more than ever, we are sticking to the principles I have stated in these commitments: customer-first urgency, transparent and timely communication, and ongoing security.
Today, I would like to provide some updates to illustrate our continued progress in fulfilling these commitments. First of all, we have now released microcode updates for all Intel products released in the past five years in order to protect against the vulnerabilities discovered by Google through the side channel approach. Secondly, I would like to express my appreciation to all industry partners and express my gratitude. They work closely with us to develop and test these updates, and to ensure that these updates have been productized. AT24C16BN-SH-B
These updates are now in place and I encourage everyone to ensure that their systems are always up-to-date. This is one of the simplest ways to achieve lasting protection. I would also like to take this opportunity to share more details about our future defense of these vulnerabilities at the hardware level. This is also my commitment at Intel’s recent earnings conference call.
Vulnerability variant 1 will continue to be addressed through software defenses, and we are currently working on changing the hardware design to further address the other two vulnerabilities. We have redesigned some of the components of the processor to introduce a new level of protection through partitioning, which will prevent both variant 2 and variant 3 of the vulnerability. You can think of this partition as an extra "protection wall" between the application and the user's privilege level, setting a barrier for intruders.
These changes will be the first to be applied to our next-generation Xeon Extensible Processors (codenamed Cascade Lake) and 8th generation Intel Core processors expected to ship in the second half of 2018. When these new products come out, the key is to ensure that they provide people with the desired performance improvement. Our goal is not only to provide the best performance, but also to provide the safest performance.
However, our work is not yet over. This is not a one-time event but a long-term commitment. We attach great importance to this. Customer first urgency, transparent and timely communication, and continuous security. This is our commitment, my commitment to all Intel employees.
March 12, 2018 by bai qiang
According to Reuters, the U.S. Foreign Investment Committee has informed Broadcom that it will not act arbitrarily to move its headquarters to the United States. Regardless of any measure, CFIUS must be notified 5 working days in advance. bsm300gb120dlc
Broadcom said today that it expects to complete the migration from Singapore to the United States by May 6, and said that it today requested the Singapore court to order an extraordinary shareholders meeting to approve the move. The meeting is scheduled to be held on March 23.
CFIUS has ordered Qualcomm to postpone the shareholders’ meeting in order to more fully investigate the security implications of Broadcom’s hostile takeover of Qualcomm. j2-q04a-d
As for the terms of the U.S. Overseas Investment Commission, "We know the order of these terms and fully comply with them," Broadcom told Reuters.
Earlier, there was a sensational report that Intel might respond to Broadcom's deal with Qualcomm through the acquisition of Broadcom itself, which is currently up 3.7% in a few hours.