Även om inhemska chips har uppnått stora genombrott inom designfältet, bör det klargöras att, med undantag för Huawei, de flesta inhemska chips fortfarande förlitar sig på TSMC för gjuteriproduktion . Så vad är anledningen till att de har fått inhemska chips att uppnå en sådan betydande språng i designen?
From the perspective of talent, in 2014, the introduction of a 100 billion-level chip industry support fund injected the first shot of adrenaline into the development of domestic chips, and the development of domestic chips has gradually improved. After 2018, trade frictions unexpectedly created a rare market opportunity for China's chip industry. A year later, the Science and Technology Innovation Board directly attracted a wave of hot money inflows. Domestic chips have since gathered unprecedented financial support and technical talent. The power of capital is driving the rapid expansion of the industry, especially in the field of IC design. Under the huge demand for talent, the chip industry's rush to grab talent reached its peak. At that time, a master's℃graduate could easily get a total contract of 300,000 to 400,000, which was almost equivalent to the salary level of an old engineer who had worked for more than 5 years. And those old engineers who have worked for many years can get a staggering salary increase. In addition, in 2021, integrated circuits finally officially became a first-level discipline, and related vocational training also blomstrade, vilket ger ett stort antal talangingenjörer utdelningar för samhället och levererar en stadig ström av färskt blod till chipdesignindustrin .
In addition, with the continuous improvement of treatment and the continuous breakthroughs in domestic high-end manufacturing, a large number of foreign talents have begun to return. Huawei's "Genius Youth Program" and Xiaomi's "Xuanjie Laboratory" and other platforms have also gathered top talents from around the world with their strong appeal, forming an innovation highland in cutting-edge fields such as AI and quantum computing, Tillhandahålla starkt talangstöd för genombrott i inhemsk chipdesign .
On the market side, the explosive growth of smart cars and data centers, as well as factors such as the embargo on Nvidia chips, have provided a broad market space for domestic chips. At present, companies that use advanced process chips have their own stable customer base, and most of them are terminal manufacturers. By adopting a large number of self-developed chips, costs can be effectively reduced. Taking Xiaomi Xuanjie as an example, CMB International analysis pointed out that self-developed chips will strengthen the differentiated competitive advantages of Xiaomi's high-end models, and in the long run, it is expected to reduce processor procurement costs by 20%-30%, which is of great significance to the long-term development of the company.
On the other hand, the threshold for self-developed AP chips has gradually decreased, creating favorable conditions for more companies to get involved in the field of self-developed chips. Nowadays, it is relatively easy to develop a public version of AP. ARM can provide a full set of IPs, and there are companies in Taiwan that can provide various assistance (such as Alchip). AP chips are chips without basebands. IPs such as ISP and DSP are not difficult to buy, and the public version performance of CPU and GPU is even stronger. At the same time, the threshold for self-developed CPU architecture has also been greatly reduced. The open source Xiangshan and Xuantie är kraftfulla exempel . Dessa faktorer ger mer praktiska förutsättningar för tillverkare att utveckla chips, minska FoU-kostnader och tekniska svårigheter och uppmuntra fler företag att våga att engagera sig inom området självutvecklade chips .}}
In recent years, ARM has launched the CSS mode, which is expected to greatly simplify the difficulty of chip design and accelerate the time of chip design. It is understood that ARM has launched different CSS services for different aspects. In the future, more manufacturers may adopt this model, which will undoubtedly form strong competitive pressure on manufacturers such as Qualcomm, and also provide new opportunities for the Utveckling av inhemsk chipdesign .
ARM: s IP -design användes en gång i stor utsträckning av många tillverkare som Apple, Huawei, Qualcomm, MediaTek och Samsung . Apple använder inte längre ARM Public Version Architecture som börjar med A5, Huawei använder inte längre ARM Public Version Architecture som börjar med Kirin 9000s, och Qualcomm inte längre använder det offentliga versionen med att börja med SNAPDR och bara 8. MediaTek använder fortfarande den offentliga versionarkitekturen . I detta fall, för att få högre vinster, kommer ARM att starta CSS-relaterade företag 2023, så att de flesta företag kan ha förmågan att använda den offentliga versionarkitekturen .}