Looking back, China semiconductor industry has made great achievements. From the ID card chip to the MP3 era, to a large number of knockoffs and tablets, as well as the current brand mobile phones and tablets, a batch of chip companies in China have risen one after another. Sun Jiaxing, executive director of Guoxin Venture Capital, said at the 4th Internet Product Innovation Conference held recently that the technical elements are constantly changing from computing to "computing+communication" to "computing+connection+perception". At present, the chip industry is in a dogfight situation, but its market prospect can be expected.

Chip is a general term for semiconductor component products, and it is also the carrier of integrated circuits. China Semiconductor Industry Strategic Planning and Enterprise Strategic Consulting Report released by Forward-looking Industry Research Institute shows that by the end of 218, the global semiconductor business market reached 477.94 billion US dollars, up 15.9% year-on-year. It is predicted that the global semiconductor business market will reach US$ 49.114 billion in 219, a year-on-year increase of 2.6%.

At present, the countries with strong competitiveness in the global semiconductor industry are mainly the United States and South Korea, and there are still many shortcomings in China's semiconductor industry. " Some high-precision chips mainly rely on imports, and they cannot be effectively supplied in China. "Chen Gangjing, managing director of Shanghai IC Industry Investment Fund, said that the scale of production and sales of storage and semiconductor equipment is still low, especially in the key basic intellectual property rights, which makes it easy to be controlled by people in core basic technologies and chip design, accounting for less than 15% of the global market. In addition, China's integrated circuit products still rely heavily on imports. In 218, China imported about $312.6 billion of integrated circuits, up 19.8% year-on-year. The export value was US$ 84.64 billion, and the deficit between import and export was still expanding, reaching US$ 227.42 billion, up 17.47% year-on-year.

According to industry insiders, domestic semiconductor technology lags behind overseas, resulting in a large number of low-level technologies in the upstream and downstream of the industrial chain relying heavily on overseas when developing the information technology industry in China. In the current trend of globalization, it is urgent to develop independent products to replace overseas technologies and products, whether from the perspective of business or national security. In this regard, Yao Song, senior director of Xilinx's artificial intelligence business, said that the following four points should be done to make a good chip: First, it can be used to meet the basic functional needs of users; Second, it is easy to use, with complete functions and good performance; Third, love to use, so that users experience well; Fourth, we can't do without providing some extra added value outside the product.

at the same time, China needs to speed up the research and development and application of artificial intelligence chips. Wang Zhe, a researcher at CCID Institute of Electronic Information, said that the development direction of artificial intelligence chips is graphics processor, field programmable gate array and special purpose integrator. It is estimated that by 221, the global artificial intelligence chip market will reach 5.22 billion US dollars, with an average annual growth rate of more than 5%, exceeding the overall scale of the artificial intelligence industry. As the core component of artificial intelligence, driven by technology and driven by demand, the market growth of chips is expected to expand year by year.

In recent years, foreign technology companies such as Intel, Microsoft and Google are actively deploying artificial intelligence chips, and a large number of domestic enterprises have also invested heavily in research and development of artificial intelligence chips. Due to the early domestic layout, foreign countries did not form a monopoly on chip ecology, which gave birth to a large number of artificial intelligence startups, such as Horizon, Shenjian Technology, Cambrian, Yunzhisheng and Yuntian Lifei. At the same time, domestic artificial intelligence chips have some mature commercial shelf products and applications, which are widely distributed in many fields, such as financial securities, commodity recommendation, security, consumer robots, intelligent driving, smart home and so on. For example, in Cambrian, through cooperation with Huawei and Shuguang, artificial intelligence chips were applied to Huawei smartphones and Shuguang servers.

since the birth of smart phones, supply chain manufacturers have been introducing various new technologies, such as fingerprint recognition, facial recognition, AI beauty, 5G communication and so on. From an industrial point of view, although the overall growth of the smart phone market has slowed down, smart phones will still become an important market in the semiconductor field during the transition from 4G to 5G and the continuous introduction of various new technologies. In this regard, Mai Zhengqi, director of RF and sensor department in Greater China of Infineon Power Management and Diversified Market Division, believes that 4G has changed people's living habits, and more things have begun to be done on smartphones. In the era of 5G communication, it will bring more changes.

in addition, the demand for chips in the automobile market is growing rapidly. IC Insights, a market research company, predicts that with the continuous increase in the amount of electronic components in cars with technological progress, it is predicted that automotive electronic systems will continue to be the strongest growing applications in the six major semiconductor terminal markets before 221. In 218, the sales of automotive electronic systems increased by about 7% to US$ 152 billion, and will increase by 6.3% to US$ 162 billion in 219. " Auto-driving, information, entertainment, security, simulation, connection, etc. will become fast-growing markets, and emerging breakthrough technologies --5G, RF, artificial intelligence, etc. will become the drivers of future growth. "Bai Nong, general manager of Gexin China District, said