If you keep throwing shit at the wall eventually something will stick, hopefully.
Chinese semiconductor industry
- Thread starter Hendrik_2000
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If you keep throwing shit at the wall eventually something will stick, hopefully.
I agree. While the consumer standalone GPU market is small and will remain so for the foreseeable future, gaming GPU itself can have a pretty big market. IMO the future of gaming will be done through the cloud. Even 5G can sometimes achieve single digit microsecond latency, with 6G it might be possible to play demanding games via cloud computing. Consumer GPU market is weak because higher end cards can cost >$1000. Even gaming systems cost several hundred dollars plus the cost of games. Most of the time, those systems are sitting idle, and even when gaming they're oftentimes not utilizing their full power. Then you have all the games you've bought and aren't playing anymore, though this part is already being taken care of by subscription services.
With cloud gaming you can make even the most demanding games, in the future probably high-res/high refresh rate VR games, can be made available to everyone at an affordable price. The consumer would only need a terminal, perhaps they can have a more expensive one that can boost the image quality/refresh rate but the raw rasterization would be done in the cloud. This type of tech WILL be coming, and possibly in the fairly near future, so it's better to start working on the components now.
Focusing on the research and development of glue coating and developing equipment, Shanghai Zhonghong completed over 70 million yuan in Series A financing
Recently, semiconductor equipment manufacturer Shanghai Zhonghong Electronic Technology Co., Ltd. (hereinafter referred to as "Shanghai Zhonghong") completed a series A financing of more than 70 million yuan, invested by Yida Capital, Hefei Industrial Investment's Innovation Investment and personal investment joint investment. Financing funds will be mainly used for product research and development, promoting equipment mass production, business expansion and marketing.I
n recent years, due to strong downstream demand and the increase in photolithography usage, the glue coating and development industry has been in a period of rapid growth, and the incremental market has continued to rise. VLSl data shows that global sales of front-end coating and development equipment increased from US$1.407 billion in 2013 to US$2.326 billion in 2018, with an average annual compound growth rate of 10.58%, and is expected to reach US$2.476 billion in 2023; global front-end sales Sales of single-chip cleaning equipment increased from US$1.631 billion in 2013 to US$2.269 billion in 2018, with an average annual compound growth rate of 6.83%, and are expected to reach US$2.314 billion in 2023.
Founded in 2011, Shanghai Zhonghong is a semiconductor manufacturing equipment developer, focusing on the research and development of glue coating and developing equipment. On the team side, the company currently has 89 employees, including 22 R&D personnel (8 overseas experts), accounting for about 25%. Founder Jin Haotian has been engaged in the semiconductor integrated circuit equipment industry for 15 years. He leads a team to provide equipment technical services to semiconductor manufacturing customers in South Korea, Japan, Singapore and Taiwan, China, and introduces overseas advanced technologies for physical technology upgrades.
Specific to the product matrix, Shanghai Zhonghong has now launched the glue coating and development equipment ZHT-200, glue coating and development equipment ZHT-150, fully automatic metal lift off machine (Metal lift off) ZHL-200, rotary cleaning equipment ZHS-200, etc. On the performance side, taking ZHT-200 as an example, through the cooperation of the glue coating and developing unit, baking unit, etc., the refined graphics required in the chip manufacturing process can be displayed on the base material. It also has the advantage of flexible combination to meet the needs of different customers. Process needs; At the same time, it supports matching with the lithography machine Inline and KRF processes, and can provide high-precision hot plates, high-precision machine environment control, and high-precision chemical temperature control systems to support customers' OHT, EAP, FDC and other systems; it can Perfectly corresponds to the 8-inch (including 8-inch and below) semiconductor front-end process. The ZHT-150 product has the characteristics of high stability, high integration, small footprint, and excellent performance. It is very suitable for customers with small-sized products such as LEDs and power devices.
I did rethink what you said, which is why I put the last sentence previously. I realize you are talking about GPU applications in general rather than just PCs (Although PCs were your original example)
As you said, cloud desktop (GPUaaS) is also a possibility.
Moore Threads can look to gaming as a much smaller company. Because there are only two players, neither is going to sacrifice their margins in a captive market. This is the possibility for a new entrant. For a multinational like Huawei, they would have better things to concentrate on.
In the space as cramped as a tablet, if you put in a GPU and separate cooling, you are basically losing space for battery, so its not really a great option.
You are wrong about laptops, discrete GPUs for laptops are a dying breed and SoC is actually the mainstream now. AMD, Intel, and Apple are all integrated GPU and IO on the CPU package (AKA SoC). This is 90% of the market. nVidia just killed the GeForce MX. Only niche high end laptops have discrete higher end GPUs. As Apple has shown, you can have a high performing iGPU. Even AMD could squeeze more from iGPU, but customers are not willing to pay for it (remember the Intel/AMD Kaby Lake G mash up?)
Of course, as noted, currently Huawei does not have access to the 3nm/5nm that AMD and Apple are using. However, should that change, I expect any sort of discrete GPUs to shift away from the consumer market.
Based on that logic. Huawei should just not look into any smaller/niche areas then.
But in reality, they've actually operated entirely opposite to that. Have you seen them developing chips for pretty much everything?
In this case, they are already doing the hard work of optimizing maleeon to various graphic rendering applications.
you have two choices. Make your SoC larger to have more space for an integrated GPU. Or put a separate GPU on your tablet in a different location.
Again, the need to do this is because K9000S cannot achieve same game playing performance as apple SoC.
so you want Huawei to loose competitiveness in tablet and laptops while hoping that SMIC will catch up to TSMC in 6 to 7 years?
Please go watch those videos that I talked about to see how much additional work Huawei has done for Mate 60 and Matepad13.2 Pro to make them the best of class.
Huawei is committed to pulling all the stops to make sure it has the best product
I'm not going to reply to you anymore unless you watch those videos. Based on your responses, you clearly have not.
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