Self-controllable domestic chips continue to make breakthrough equipment market environment is getting better

In addition to the successive launch of new products and continuous breakthroughs in their performance, we can also see great development in the chip industry this year from the aspect of investment. Some organizations pointed out that with the self-controllable chip made a breakthrough, equipment and materials manufacturers will usher in the best development environment ever. Recently, the market research company CounterpointResearch released the third quarter global smart machine system (SoC) market statistics report. The report shows that according to revenue, Qualcomm’s market share in the smart machine SoC market is 42%, ranking first. In contrast, Apple's A-series chip share is only 20%, ranking second. Why does Qualcomm have such a high market share? It has a great relationship with the chip itself. Such as Qualcomm Snapdragon 660 this product, as a 600 series of mid-range chip, its excellent performance and stable temperature control capabilities loved by users, there are many flagship aircraft equipped with this SoC. Recently, an upgraded version of this generation of chips: the detailed parameters of the Xiaolong 670 were widely spread. Not only that, the specific data of Xiaolong 640, Xiaolong 460 and MediaTek P40/P70 were also exposed. It is reported that this SoC of Panlong 670 mobile platform adopts the same 10nmLPP technology as Xiaolong 845, and uses eight core architectures of four Kryo360Gold and four Kryo385Silver. The GPU is the Adreno 620. Although specific performance and specific parameters are not yet known, it can be concluded that the gaming performance of the Xiaolong 670 mobile platform should also be very powerful. Although Qualcomm is under pressure, MediaTek is still stubbornly resisting. As we all know, due to the misjudgment of China Mobile’s LTE Cat.7 judgment, MediaTek has switched to a major partner in the mainland mobile phone chip market and its market share has dropped significantly. However, MediaTek is still making continuous efforts. Before that, MediaTek introduced former TSMC CEO Cai Lixing as its co-CEO and made major breakthroughs in new business areas outside of mobile phone chips. The new chip in 2018 will inject new vitality into MediaTek. It is understood that both HelioP40/P70 use TSMC's 12nm process, the use of A73 × 4 + A53 × 4 size of the core CPU architecture, image processing is also supported up to 32 million pixels. Among them, the most commendable is MediaTek P40/P70 have joined the AI ​​artificial intelligence technology, and they also support DSP operation, have caffe1/2 framework, support Google's second generation artificial intelligence learning system TensorFlow. From MediaTek, it is not difficult to see the growth of China's core. At present, China is advancing localization from chip design, equipment, materials and packaging. Recently, Shanghai Semiconductor Chip Co., Ltd. released a new generation of CPUs, named Kaixian KX-5000 series processors. It is reported that this is the first general-purpose CPU using SOC design by SMIC, and it is also the first domestic general-purpose CPU that supports dual-channel DDR4 memory. After a series of tests, the overall performance of this chip is 140% higher than that of the previous generation, meeting the requirements of desktop office applications, reaching the performance level of international mainstream general-purpose processors over the same period, and further narrowing the gap with international advanced manufacturers. In addition to the successive launch of new products and continuous breakthroughs in their performance, we can also see great development in the chip industry this year from the aspect of investment. It can be said that the strong performance of the chip sector this year is closely related to the higher degree of prosperity and high growth of the industry. Some organizations pointed out that the chip manufacturing industry has a strong upstream and downstream promotion role in the industrial chain. With the independent and controllable domestic production of chips, breakthroughs have been made, and the scale of leading domestic chip foundry companies such as SMIC and Huahonghongli has expanded, and equipment and material manufacturers will usher in the best development environment ever.

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