Completely shutting Ericsson would mean China loses all leverage on ericsson. I think decrease in share of contracts awarded is good tactic.
Chinese semiconductor industry
- Thread starter Hendrik_2000
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Doesn't have to be x86 though. They can work on RISC-V or even ARM. The RISC-V instruction set is fully open source and also there are already many open source implementations and IP Cores of RISC-V that are demonstrated to be working and able to run full operating systems. Even if they go with ARM they don't have to start from scratch. They could just license existing IP and improve/develop upon it.
The way things are going x86 doesn't seem to have much of a future. All of the big cloud companies including Huawei, Amazon, etc. are already promoting ARM based in-house chips. That's most of the server market. Mobile market is almost exclusively on ARM. The IoTs are on ARM, MIPS, etc. Even supercomputers are now being built with ARM (eg: Fugaku - currently number 1 in the Top-500 list).
What remains for x86 is laptops and desktops. Out of that Apple already ditched x86 in favor of ARM. Microsoft has already released some ARM based Windows Surface devices. Microsoft is working rapidly to enhance the x86-to-ARM translation layer that will be used in ARM version of Windows. This would allow backward compatibility for existing x86 software and facilitate quicker user adoption. Once Microsoft releases OEM Windows for ARM, x86 could rapidly decline in that market too.
I think the future would be a battle between ARM and RISC-V, and RISC-V would eventually become the new global CPU architecture due to its open source nature and backing from many big companies in the industry, including big Chinese companies and Western Companies alike. RISC-V was originally headquartered in US but it has been moved to Switzerland as a precaution against any US meddling.
RS Laser.
China in CMOS arena.
There are now eight Chinese CMOS image sensor manufacturers, which has grown from four 10 years ago, according to Koifman.
He noted that Chinese sensor firms have managed to reduce costs to a very low level. In 2017, Superpix released a QVGA sensor with integrated ISP priced at $0.068, at the time the most competitive QVGA chip on the market.
Koifman said that 20 years ago such a chip would cost $50 or $30. ‘It’s a big achievement,’ he said.
These price reductions are not attained solely by using inexpensive foundries, but also by making efficient use of silicon area, Koifman observed – by being able to reduce the area around the pixel array. Some Chinese companies, like Galaxycore, excel in area optimisation.
‘In terms of performance, it’s [CMOS technology from Chinese firms like Superpix] not at the level of Sony or Omnivision, but not that far away.’
The other Chinese company Koifman highlighted was GPixel, which was founded in 2012 with headquarters in Changchun, China and offices in Yokohama, Japan and Antwerp, Belgium. He said that the firm has ‘won a huge following’, especially in the industrial sector, with many companies switching to GPixel sensors.
Koifman put GPixel’s success down to, in part, being able to deliver shipments without delay. He said that some image sensor companies can announce sensors that are not ready for full-scale production, and which are delayed for long periods of time. ‘GPixel somehow managed to deliver on their promise time after time,’ he said.
GPixel has access to a low-volume, high-end BSI fab through YCM in Changchun, which supports 8-inch and 12-inch wafer sizes. The company’s sCMOS products are BSI compatible.
In his presentation at the conference, Wim Wuyts, chief commercial officer of Gpixel, said that the firm also has access to 3D stacking technology for high-end products, also through YCM.
‘It [3D stacking] opens up a different dimension where we [Gpixel] can increase the readout speeds significantly,’ Wuyts said, adding that this technology will overcome some of the physical challenges associated with a monolithic approach.
There are now eight Chinese CMOS image sensor manufacturers, which has grown from four 10 years ago, according to Koifman.
He noted that Chinese sensor firms have managed to reduce costs to a very low level. In 2017, Superpix released a QVGA sensor with integrated ISP priced at $0.068, at the time the most competitive QVGA chip on the market.
Koifman said that 20 years ago such a chip would cost $50 or $30. ‘It’s a big achievement,’ he said.
These price reductions are not attained solely by using inexpensive foundries, but also by making efficient use of silicon area, Koifman observed – by being able to reduce the area around the pixel array. Some Chinese companies, like Galaxycore, excel in area optimisation.
‘In terms of performance, it’s [CMOS technology from Chinese firms like Superpix] not at the level of Sony or Omnivision, but not that far away.’
The other Chinese company Koifman highlighted was GPixel, which was founded in 2012 with headquarters in Changchun, China and offices in Yokohama, Japan and Antwerp, Belgium. He said that the firm has ‘won a huge following’, especially in the industrial sector, with many companies switching to GPixel sensors.
Koifman put GPixel’s success down to, in part, being able to deliver shipments without delay. He said that some image sensor companies can announce sensors that are not ready for full-scale production, and which are delayed for long periods of time. ‘GPixel somehow managed to deliver on their promise time after time,’ he said.
GPixel has access to a low-volume, high-end BSI fab through YCM in Changchun, which supports 8-inch and 12-inch wafer sizes. The company’s sCMOS products are BSI compatible.
In his presentation at the conference, Wim Wuyts, chief commercial officer of Gpixel, said that the firm also has access to 3D stacking technology for high-end products, also through YCM.
‘It [3D stacking] opens up a different dimension where we [Gpixel] can increase the readout speeds significantly,’ Wuyts said, adding that this technology will overcome some of the physical challenges associated with a monolithic approach.
I think Lenovo has to walk on a tight rope in case the US one day tries to ban chips from them. That would kill the entire business. I imagine they would try to hedge an invest in zhaoxin (x86 clone) and other alternative cpu.
They can ban x86 from China and all businesses that deal with intel/amd.
They can just limit the number of Ikea stores in China. There are already Chinese style ikea. They can expand this Chinese ikea chain all over the world.
China’s semiconductor output hits record high in July as new capacity added to meet strong demand
China’s integrated circuit (IC) output rose more than 41.3 per cent year on year to reach 31.6 billion units in July, a new monthly record, on the back of strong demand for semiconductors and the addition of new production capacity, according to government data released on Monday.
The robust market demand has also seen semiconductor fabs scrambling to add capacity, and even helped rejuvenate some unfinished projects that were beset by lack of funding.
Huaian Imaging Device Manufacturer Corporation (HiDM), an unfinished fab project in Jiangsu province, was sold for 1.66 billion yuan (US$260 million) to state-backed Rongxin Semiconductor (Ningbo) Co. Ltd, in a virtual auction on July 7, which analysts said could set a precedent for restarting bankrupt semiconductor manufacturing projects in China.
“This was the first unfinished, asset-heavy semiconductor project which successfully found a taker via an auction in recent years,” Gu Wenjun, chief analyst at Shanghai-based semiconductor research firm ICWise, said in a recent note.
@huemens bro is that the same company that bought Wuhan Hongxin Semiconductor Manufacturing assets a few months ago?
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