"Shenzhen's economic scale exceeded 20,200 trillion in 2018, ranking third, of which the electronic information industry accounted for about a quarter. In 2018, Shenzhen IC industry sales reached 81.169 billion yuan, an increase of 21.44%. Shenzhen The IC design industry has the fastest growth rate, with a year-on-year growth of 24.03% in 2018, sales of 73.183 billion yuan, accounting for 29.05% in the IC design industry, ranking first in the past seven years. But the chips imported from Shenzhen in 2018 Up to 50 billion US dollars, but more than 200 billion US dollars." "In 2018, China's integrated circuit industry's overall sales revenue of 650 billion yuan, an increase of 20.7%, but in 2018 China's total imports of integrated circuits reached 322 billion US dollars, we can Only 27% of the chips provided are compared to our own actual consumption.” This is a set of data from the speakers at the 2019 China (Shenzhen) IC Summit held on August 22, we can see China's chip design industry is developing rapidly, but the amount of chip imports is still huge, and independent control is still the main challenge facing China's integrated circuit industry. Since the Sino-US trade friction, especially in the field of technology, the US blockade of Huawei has imposed such restrictions on China's semiconductor industry, whether it is hardware represented by chips, platform tools represented by EDA and IP/SoC, or It is extremely urgent to realize the autonomy and control of the software represented by the operating system. At this summit, we have seen local companies that are committed to independent innovation continue to work hard and make unremitting efforts.

Pingtou brother RISC-V processor: China can also make high-performance CPU

Alibaba Cloud and its Pingtou brother, which have received much attention in China's IC design in recent years, released the industry's strongest RISC-V processor, the Black Iron 910, last month. Through the release of this CPU, our IC design industry has proved to foreign countries that Chinese people can also make high-performance CPUs. It is reported that an Ali cloud innovation and empowerment platform will be settled in Futian District of Shenzhen, mainly the Pingtou Ge Semiconductor end cloud integrated chip facilities platform, and the two characteristics of Alibaba Cloud and Pingtou Ge's technological innovation are safe and controllable and independent research and development. Regarding the technical details of the Xuan Tie 910, the topic was also shared at this summit.

The Black Iron 910 is a very large-scale architecture that is compatible with the RISC-V64GCW instruction set. It is a deeply-ordered execution core with 12 levels of deep-flow, and also supports multi-core expansion. The single-core core architecture supports three-issue 8GCW. Such an out-of-order core architecture should be good in the current RISC-V industry. In addition, 910 has expanded and enhanced the storage-class system, introducing high-performance hierarchical processing technology and multi-mode dynamic data prefetching technology to support double-order out-of-order memory access. Also equipped with a vector acceleration calculation engine specifically for AI, the RISC-V based AP core performance is improved by 40%.

In addition to the processor, the self-innovative technology of the flat head MCU SoC design platform has attracted much attention in the AIOT era. The demand for fragmentation is also widely concerned, based on its high performance, fast response and low power consumption. The SoC platform design service can save more time and manpower investment for chip design projects in the early stage of R&D. According to the reporter, the SoC platform helps customers to quickly reduce TTM, usually shortening the 18-month lead time to six months. On average, we can reduce TTM by 60%. At the same time, it also brings a significant reduction in the risk of research and development costs and the design of the film.

EDA is independent and controllable to find opportunities in the gap. Industrial integration is the trend.

EDA is independent and controllable to find opportunities in the gap. Industrial integration is the trend.

EDA is well known for its importance in IC design. It directly affects the performance cost of the chip. EDA's self-control is also a difficult problem. As the domestic EDA representative enterprise, Huada Jiutian also shared the experience and opportunities and challenges faced by EDA on the road of independent innovation for many years. At present, the market size of EDA is 50-60 billion yuan, and the Chinese market accounts for about 8%, more than 4 billion yuan, of which domestic EDA accounts for 400- The domestic EDA market growth rate is more than 20% per year, which is in line with the average growth rate of the IC design industry, and the global growth rate is 4% during the same period. The characteristics of this industry, a high degree of monopoly, has entered the sunset industry, is not a market full of competitive industries, new entrants are difficult to cut the cake, because it requires a large amount of upfront investment, including fu Nds, talents and so on., China must do a good job in the basic products, and the application side can do it well. The lack is the foundation.

Industrial integration is the characteristics of industry development. The gap between domestic enterprises and international giants is mainly in three aspects: First, there is no system with full process. Second, the combination with advanced technology is relatively poor. When there are new technologies, They will unite the strongest chip design companies and EDA manufacturers, and local companies have no chance to participate. Third, there is a lack of support for manufacturing packaging and testing.

EDA is well known for its importance in IC design. It directly affects the performance cost of the chip. EDA's self-control is also a difficult problem. As the domestic EDA representative enterprise, Huada Jiutian also shared the experience and opportunities and challenges faced by EDA on the road of independent innovation for many years. At present, the market size of EDA is 50-60 billion yuan, and the Chinese market accounts for about 8%, more than 4 billion yuan, of which domestic EDA accounts for 400-500 million yuan. The domestic EDA market growth rate is more than 20% per year, which is in line with the average growth rate of the IC design industry, and the global growth rate is 4% during the same period. This data reflects the characteristics of this industry, a high degree of monopoly, has entered the sunset industry, is not a market full of competitive industries, new entrants are difficult to cut the cake, because it requires a large amount of upfront investment, including funds, talents and so on. Therefore, China must do a good job in the basic products, and the application side can do it well. The lack is the foundation.

Industrial integration is the characteristics of industry development. The gap between domestic enterprises and international giants is mainly in three aspects: First, there is no system with full process. Second, the combination with advanced technology is relatively poor. When there are new technologies, they will unite the strongest chip design companies and EDA manufacturers, and local companies have no chance to participate. Third, there is a lack of support for manufacturing packaging and testing.

Artificial intelligence needs to land. Can the chip keep up?

In 2019, everyone talked about artificial intelligence, first of all, how to land? Artificial intelligence itself is a software engineering, what is the logic of software engineering? How to meet the rapid delivery, how to quickly solve the customization and the customer's system appeal. What are we going to solve for such a demand? How to quickly target the landing of the scene and the application of the scene, the customer has to use it to convert the technical value into commercial value. The requirements for differentiation are up, can the chip keep up?

As one of the local representative enterprises in the field of artificial intelligence, Zhejiang Dahua talked about the innovation direction of AI chip independent innovation from the perspective of AI application scenario requirements. As computing power rises, it becomes more complex from a single business logic. For example, in the field of traffic management, equipment may only be used to detect violations. The departure of the regulations is 3 digits. There are many kinds of possibilities that may be fined. However, for traffic police, there is more and more demand, and dozens of traffic may be done. Violation of the rules, it is not enough now, not only to deal with cars, but also to deal with pedestrians and red lights. Therefore, we have to make a more flexible and flexible product, which is more challenging for the chip. So in the field of artificial intelligence, there are currently four problems facing the chip:

First, the software system is not good enough. You may think that the chip is at the hardware level, but Dahua has always believed that the chip should put 75% of its capabilities on the software. Because the hardware system is good, but the software is not easy to use, it is very difficult for the equipment manufacturers to do the hardware well, so the future chips should have more investment in the software.

The second is the chip architecture. In the chip architecture design, is it in line with our business appeal? This is also a question worthy of thinking about the chip.

The third is elastic calculation. To do flexible calculations, ask yourself if you can meet future needs.

The fourth is system power consumption. For example, Zhejiang Dahua has a shipment of 80 million devices this year, and one watt per device is 8 kilowatts. There is also a space problem. A 42-rack can only be used for 4U or 8U devices, which is reasonable from the perspective of space density. Whether it is the end side or the cloud side, we have to save every watt of electricity.

For the integration of the end BA, the whole network computing and the full computing power deployment are based on the network and data traffic conditions to deploy computing power and network. Because the overall solution is considered, the overall resources are saved, and the most reasonable use of the network will consider how to deploy the computing power. However, the chip positioning will become the most important issue in the future when making chip customization. How to locate the chip, the most important thing is to figure out what kind of location and what kind of work is done in the whole network architecture.

Through this China IC Summit, we can see that Chinese companies are paying attention to and attention to the shortage of products in the high-end chip field, the lack of talents, and the need to improve their innovation capabilities. Whether it is the source of chip design or the software development tools with large gaps, we They are fearless and are approaching the goal of “autonomous controllable”.