Enter in BAT before the bureau, internet tycoon waited to also have position in semiconductor chip industry already like Microsoft, Google, Facebook. Core accuses a limited company president to wear Wei civilian to think formerly, industry annex and the range that bought behavior to reduce the special product that semiconductor supplier offers, and after Internet company grows certain level, with respect to its new facility raised special functional requirement. Fuji health industry Internet (general manager Luo Wei expresses Fii) Fu Huake, the enterprise carries upstream chip industry outspread dig deep oneself moat
The development of Chinese chip industry is in the equipment inside a few months got attention in the past. Meanwhile, navigate of domain of tycoon of a few Internet, home appliance person wait for “ dilettante ” to be entered in succession bureau, chip industry roiling on with full force.
Integrated circuit of Chinese semiconductor guild designs branch vice-president, core to accuse a limited company president to wear Wei civilian to think formerly, chip industry “ is custom-built change demand ” to be in promotion, because the annex of chip industry is mixed,buy deed, what semiconductor supplier offerred the range of the product to decrease, internet tycoon waits must personally end.
On the other hand, chinese enterprise is increasing the attention of half-and-half conductor industry and investment, but is breakthrough dot in He Fang? On June 2, on ” of forum of general trends of “DeepTech semiconductor industry, the old standard brandish that practitioner will develop to AI chip domain. Practitioner of industry of an AI chip to ” daily economy news ” the reporter expresses, internet industry “ wins ” of domestic sweep the deck, and the characteristic that AI industry is having “ to go to a center changing ” , at present the technology such as China and United States accumulates more abundant nation gap not quite, but applied setting demand is exuberant, having wide be born perspective.
The tycoon aims at “ chip ” to dig moat greatly
Not long ago, division power electric equipment (000651, even if invest 50 billion yuan,SZ) president Dong Mingzhu expresses, division force also should study chip to succeed, subsequently Kang Jia also announces to want to enter chip domain. And those who cause larger trade to shake is Internet tycoon swarm into. The group announced Alibaba in April, wholy-owned buy limited company of small system of culmination of chip industry Hangzhou, and before this, alibabada rub the courtyard had established chip technology group, still invested the 5 chip company such as science and technology of The Cambrian, deep ancient bronze mirror.
Of the Internet tycoon such as BAT into bureau how can you change structure of semiconductor industry competition? “ chip can be divided into on 1000 category, that is to say, your investment arrives inside 9 category, one very small is only on whole market, produce very big effect very hard to whole market. ” eye props up president of science and technology ambition of bright red afterwards includes " daily economy news " reporter inside media expresses.
Enter in BAT before the bureau, internet tycoon waited to also have position in semiconductor chip industry already like Microsoft, Google, Facebook. Dai Wei civilian thinks, this is Internet business development arrives after certain level, with respect to its new facility raised special functional requirement, and industry annex and the range that bought behavior to reduce the special product that semiconductor supplier offers.
Although what practitioner expresses Internet tycoon is enter the bureau is very difficult affect the competition inside chip industry, but to the competition between the tycoon character, this caused zoology reaction undoubtedly. Fuji health industry Internet (Luo Wei of general manager of Fii) Fu Huake thinks, the enterprise carries upstream chip industry outspread dig deep oneself moat, the chip that actually they make “ is used in a product with specific oneself only, but can let them have a very tall competition advantage. ”
This also is the process of a profit repartition. Author of science and technology of deep ancient bronze mirror holds CEO Yao Song concurrently to express, use a system to come to the company of gain more money, can raise oneself chip group, e.g. the Power series that IBM makes, the Sparc series of inscriptions on bones or tortoise shells of the Shang Dynasty, “ is nodded till this time, we discover actually whole industry has a bit change again, it is pure do systematic itself likelihood already not so earned money, competition has begun again intense rise. ”
AI chip whole world manages a scratch line together
Before chip of semiconductor of “ whole world 10 big companies do not have one exception at present is Euramerican company …… completely and before this 10 took the whole world greatly the market share of 58.8% . Whole world of group of ” violet light carries out vice-president to hold Ceng Xuezhong of the violet smooth CEO that exhibit vigor concurrently to introduce.
The semiconductor industry of chinese mainland starts more later, but reach in AI delay from this those who extend is unmanned drive wait for each country of domain whole world to start time comparatives, this also is considered as Chinese chip industry to bend a of overtake superexcellent opportunity.
What actually AI brings “ is whole industry industry changes tremendously. ” Zhu Jizhi thinks, accumulate in AI technology on, the difference of China and home of Europe United States is relatively lesser, chip product relies on the development process of whole AI industry, chinese factory is very much and demand is strong, sex of industrial development drive is stronger.
Ceng Xuezhong thinks, 10 years 5G, AI will greet future to erupt, can bring the opportunity of chip industry. The stage accumulates Chen Wenjun of controller of business of electric China north to think, the smartphone occurrence because of AI, the application of domain of AR, VR is not little already, pay plus game of net of real time couplet, healthy monitoring, shift wait for a domain, AI had brought up a very big market.
current be born setting, found to included the great majority such as science and technology of The Cambrian, horizontal, deep ancient bronze mirror to choose how to drive automatically and be prevented at company of AI chip newly established wait for a domain. Lei Shuyu of author of Xi’an flying core introduces, this is demand place decision, enterprise of majority domain China is in laggard status, but in individual domain, be like lidar domain, the solution of chip class has not appear, from this one angle character, everybody still manages a scratch line together.
Nevertheless, electron of Tsinghua university small accept fastens Wei Shaojun of director of director, microelectronics institute to ever expressed publicly, AI has not appear at present killer class application, the development of AI chip is in probably future 2 encounter a setback period to 3 years, the AI chip that is main purpose in order to satisfy specific application today needs to ponder over what course to follow.
To this, ambition of bright red afterwards ” daily economy news ” the reporter expresses, chip is technical carrier, although sell failure, the technology still exists, AI industry still lies be born experiment period, chip industry also can grow as the industry and develop, the industry progresses a commercial pattern also will subsequently clear.