News on China's scientific and technological development.

machupicu

Junior Member
Registered Member
Hi machupicu,

Yup huge number, but can Huawei able to supply all those chip?
like I said before there is no more downside For Huawei, they are definitely working hard and know what is needed. There is nothing more to say but hope for the best, I myself is confident they will succeed. I wish in late 2021 they will able able to produce and sell a high spec smartphone again, my P30 PRO need a replacement by that time, a P50 Pro will be ideal.
Yes, ansy1968, Huawei is confident it has solutions for both 5G base stations and smartphones. That makes sense, because even as early as 2016 campaigns Trump was very anti-China, then ZTE case 2018, then Huawei May 2019..today, which means Huawei had been preparing for these worst case scenarios.

Also, on 5G base stations, for overseas markets, it's likely for the next 5 years Huawei will install 3(?) millions unit.
News said it has captured about 30% of markets (outside china?), but let's see:

.Eu+north america+jp+sk is "out" (except maybe some Germany + a few smaller countries,,not sure about Mexico,no news?) that's 550+340+40+100+120+sk=1.2 billion ppl

.India is out 1.3b ppl

Remaining: 7 - 1.4 - 1.2 - 1.3 = 3b ppl, and if it captures, say, 30% that's 1b ppl or about 50% more of huawei's pie in china (700M ppl),,

so yeah overseas mkt, for the next 5 yrs would also need to fulfill 750Kx 5 = 3.75M units

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Hendrik_2000

Lieutenant General
Chinese government back up the chip industry look like massive investment on the way. It will be like 2 satellite and 2 bomb effort in 1960's
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China to Plan Sweeping Support for Chip Sector to Counter Trump
Bloomberg News
September 3, 2020, 1:15 AM EDTUpdated on September 3, 2020, 5:04 AM EDT
  • New five-year plan will include backing for next-gen chips
  • Beijing has already pledged $1.4 trillion of tech investments
China Said Planning Chip Sector Support to Fight Trump

China is planning a sweeping set of new government policies to develop its domestic semiconductor industry and counter Trump administration restrictions, conferring the same kind of priority on the effort it accorded to building its atomic capability, according to people with knowledge of the matter.
Beijing is preparing broad support for so-called third-generation semiconductors for the five years through 2025, said the people, asking not to be identified discussing government deliberations. A suite of measures to bolster research, education and financing for the industry has been added to a draft of the country’s 14th five-year plan, which will be presented to the country’s top leaders in October, the people said.


China’s top leaders will gather next month to lay out their
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for the next half decade, including efforts to ramp up domestic consumption and make critical technology at home. President Xi Jinping has
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an estimated $1.4 trillion through 2025 for technologies ranging from wireless networks to artificial intelligence. Semiconductors are fundamental to virtually every component of China’s technology ambitions
-- and an increasingly aggressive Trump administration threatens to cut off their supply from abroad.

“The Chinese leadership realizes that semiconductors underpin all advanced technologies, and that it can no longer dependably rely on American supplies,” said Dan Wang,
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at research firm Gavekal Dragonomics. “In the face of stricter U.S. restrictions on chip access, China’s response can only be to keep pushing its own industry to develop.”


Shares in several major Chinese chipmakers gained. Shanghai Fudan Microelectronics Group Co. finished 4.3% higher in Hong Kong. On mainland bourses, Will Semiconductor Ltd. -- the second most valuable listed Chinese chip firm -- rose almost 10%. Xiamen Changelight Co. closed 14% up while Focus Lightings Tech Co. jumped 5.6%.

The Ministry of Industry and Information Technology, which is responsible for drafting the tech-related goals, did not reply to a request for comment.
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China imports more than $300 billion worth of integrated circuits each year and its semiconductor developers rely on U.S.-made chip design tools and patents, as well as critical manufacturing technologies from U.S. allies. But deteriorating ties between Beijing and Washington have made it increasingly difficult for Chinese companies to source components and chipmaking technologies from overseas.

The U.S. government has blacklisted dozens of China’s tech companies so they can’t buy American parts, and slapped bans on ByteDance Ltd.’s TikTok and Tencent Holdings Ltd.’s WeChat. In the case of technology giant Huawei Technologies Co., the Trump administration sanctioned the company and pressed allies to ban the company’s equipment from their telecom networks.

This month, Huawei, the country’s largest handset maker, will even lose access to chips from the likes of Taiwan Semiconductor Manufacturing Co. under
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that prohibit suppliers anywhere in the world from working with the company if those suppliers use American equipment. The tighter rules have raised the urgency of building domestic alternatives in Beijing.
Third-generation semiconductors are mainly chipsets made of materials such as silicon carbide and gallium nitride. They can operate at high frequency and in higher power and temperature environments, and are widely used in fifth-generation radio frequency chips, military-grade radars and electric vehicles.
 

WTAN

Junior Member
Registered Member
If they are building base stations in large number, ASIC is better than FPGA. Cheaper, uses less power, generates less heat. In fact, I assume Huawei and Ericsson's base stations use ASIC. Huawei's huge numbers, more than 50,000 base stations, that will more than justify ASIC. FPGA is only for applications with small numbers or custom applications.

Nokia's use or gamble of FPGA on base stations cost the company.

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Using FPGA is like buying an expensive car whose features you don't end up using. Maybe all you need is a Toyota Corolla, not a Lexus.
Yup, 5 or 7nm SOC or ASIC is what Huawei is currently using in its 5G Base stations. If Huawei decides to continue using SOCs it will have to redesign the Base Station to use 14nm Chips. The localised 14nm Production Line will be available in 1-2 years time.
The 28nm FPGA can be produced next year when Huawei's 28nm Localised Production FAB is completed.
Huawei will have to make some strategic production decisions in order to ensure the 5G Base Station rollout stays on course.
 

s002wjh

Junior Member
The Government will certainly get SMIC or Huahong to lend its expertise to Huawei as they are no longer able to do business with Huawei in


Huawei/Hisilicon really has no problems designing IC's. The main issue is actually manufacturing the IC's which it is starting to get involved in.

Huawei has already developed its own EDA for 7nm Chips being a part of the 02 Special Project for the 28nm Litho Machine.

Huawei already has its own ASIC's which it has been using for a while. Hisilicon is currently developing its own FPGAs, GPUs etc

There are a number of companies in China that have developed FPGAs like GoWin and UNISOC. UNISOC has recently developed a high performance FPGA for Base Stations. This technology is already maturing in China with more advanced designs coming.

I believe Huawei will go with FPGAs in its 5G Base stations as the finished product can be manufactured by Huawei in its own 28nm FAB which will be ready next year. This will be followed by a 14nm FPGA a little later. Designing and Manufacturing its own FPGA will bring the costs of the product down and make it competitive.

Huawei will also be looking to design its own ICs using the RISC-V architecture or some local architecture.

This article talks about the High Performance FPGA recently developed by UNISOC for Base Stations.


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design IC w/Arm is quite different than say top end FPGA, these two have complete different method of development. As far as EDA tool, how capable compare to synopsis or cadence, we dont know this yet. i guess there are alot news on this and that, but we can only know for sure till the technology is adapt it and used it larger number in order to know the actual performance, that probably need to wait for some years to see.
 

Hendrik_2000

Lieutenant General
design IC w/Arm is quite different than say top end FPGA, these two have complete different method of development. As far as EDA tool, how capable compare to synopsis or cadence, we dont know this yet. i guess there are alot news on this and that, but we can only know for sure till the technology is adapt it and used it larger number in order to know the actual performance, that probably need to wait for some years to see.

They already has 20 yr old EDA company "Huada Empyrean" specializing in analog EDA but lately branch into digital semi They have a good EDA up to 28nm. Compare to jet engine I don't think designing EDA is such a big hurdle, Certainly there are problme One of the biggest is the reluctant of semi company to use and, or collaborate with domestic EDA, of course lack of investment or money. But now since the door is shut thye have no other alternative coupled with massive infusion of money they should have no problem in 2 or 3 years
Here is the status of EDA in China
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Here is the profile of Empyrean old 2012
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by Paul McLellan on 05-02-2012 at 8:30 pm
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,
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img_5d04506becf82.jpg
There’s this EDA company. They have over 100 tapeouts. They have a $28M in funding. They have 250 people. And you’ve never heard of them. Or at least I hadn’t.
They are ICScape. They started in 2005 with an investment from Acorn Campus Ventures and delivered their first product, ClockExplorer, in 2007 and their second, TimingExplorer in 2009. They then have gone on to develop a complete openAccess-based place and route system including placement, clock-tree-synthesis, routing, static timing analysis, parasitic extraction and…

In 2008-2010 during the technology downturn they survived purely on product revenue. They turned their attentions to China, which was one area that was still buoyant. Also in China is a 20 year old EDA company called Huada Empyrean Software (HES) who have an openAccess-based analog environment. HES is a subsidiary of China Electronics Corporation, China’s largest electronics conglomerate (and an SOE). HES want to expand outside of China and become a global player, so it was spun out of CEC and merged with ICScape and provided with $28M in funding. They have one engineering organization. HES sells the whole product line in China and Taiwan. ICScape everywhere else (the US, Korea and Japan today, and Europe soon).

They have big plans to become a big global EDA player. I have no idea how good their technology is but they claim that over 100 chips have been taped out, including some at the 28nm technology node, so it should be pretty solid. Customers include Marvell, Huawei, ZTE, NHK and more.
img_5d04506c50fc1.jpg
The SoC product line is based around accelerating design closure by reducing the number of iterations by 50%. It consists of four tools:
  • TimingExplorer, a physically aware multi-corner, multi-mode timing ECO tool
  • ClockExplorer, which can reduce clock insertion delay by up to 50% and clock-tree power by 40%
  • Skipper, a high-performance and ultra-large capacity chip finishing solution
  • FlashLVL, a high-speed layout comparison tool
The analog product line is now in its 6th generation. It is focused on big-A small-D designs with lots of analog and limited amounts of digital. It contains:
  • interconnect-aware layout editing
  • high-capacity parallel circuit simulation
  • hierarchical parallel physical verification
  • mixed-mode, multi-corner parasitic extraction and analysis
Going forward the plan is to bring all the technologies together, which is not such a daunting task as it might be since both product lines are native OA-based. At the same time expand their channel to have complete coverage everywhere.

Here is the problem with Chinese EDA

What holds Chinese EDA back?
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Comprehensiveness: Chinese tools are simply not comprehensive enough, especially in digital design. Most of the digital design process is dominated by Synopsys and Cadence. Even if in one or two parts of the design flow Chinese companies have technically competitive products, it is difficult to break into the market as the Big Three have the ability to support customers’ development from spec to production. Chinese companies need to create a total solution to begin competing locally on any level, but even then, it will be difficult due to other factors.


Talent: Most of China’s EDA tool development engineers actually work for the Big Three: of the 1,500+ such engineers in China,
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(in Chinese) work for domestic companies. To put things further in perspective, Synopsys on its own globally has over 5,000 such engineers. Would-be EDA entrants also have to compete for talent with more lucrative industries. Application level software development at Alibaba, Tencent, etc. pays much better than a struggling Chinese EDA company.


Market Entry: With 95% of the domestic market, belonging to the Big Three, it is a highly difficult market to enter. Even if a full set of tools could be developed, in the short-term it will be difficult for any fourth company to gain any significant market share. Companies are used to certain design flows and engineers have used tools from the Big Three since university. These difficulties have made the domestic EDA industry a less attractive target for investors and, in turn, limited development.


Integration with Advanced Process Nodes: The link between design and process is a key part of an EDA flow. The Big Three work with the world’s leading wafer plants and foundries to develop a strong understanding of their processes, whereas domestic companies often only have access after a new process is developed and even then, not necessarily complete access. This makes it difficult for domestic companies to design and improve their software to compete with the Big Three.


Piracy: As mentioned above, EDA tool piracy is rife in China. These tools aren’t cheap. Silicon IP can’t be “cracked,” but tools can be. Any domestically focused company looking to save money will save it here. This also means the government may see EDA tool investment as a lower priority, as it can still have access to the tools for military chip design for example, even if bans are in place.

State-backed EDA

The government is beginning to support EDA tool development to some extent, and I expect support to increase over the coming years. Such companies can now claim back 30% of their development costs from the government, capped at RMB 30 million (about $4.3 million).


The government has also helped individual companies. For example, the Guowei Group has been granted
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from the central and Shenzhen government for EDA development work. Also, Huada Emperyan has received hundreds of millions in funding over the past couple of years, not just from VCs but also from the state-run “Big Fund.”

While such government help is obviously welcome and is of some assistance it is nothing compared to the Big Three’s internal R & D investments, and if China really wants to become independent in this field much more needs to be done. The recently announced new Chinese government $29 billion semiconductor fund, or “Big Fund Mark Two” as I will call it, may go some way to help, but it remains to be seen how much of this will be invested into EDA. I suspect a small amount compared to how much is invested into memory, foundry capital equipment, and traditional fabless design.

Conclusion

China’s current predicament opens up opportunities for domestic companies. Government investment, coupled with a large domestic market, means they potentially have the environment to grow and improve. China needs to do this in a gradual way though, and not let such companies rely too much on government support. Switching everything to a Chinese equivalent (if one ever exists) could mean slower time to market and worse end products. Adopting a national procurement policy across the board is risky and could discourage innovation. Only once a domestic tool or entire design flow is on a more or less level playing field should they switch, and support should be based on certain milestones to avoid creating SOE-like inefficient operations.

I can see a future where domestic companies compete domestically within China for certain chips, e.g. analog designs or simpler IoT designs. Globally this will be more difficult though, and without access to the most advanced technologies from foreign wafer companies and foundries domestic EDA companies will always be at a disadvantage. China can reduce its dependency but at least for now, has no way of being completely independent in this space.
 
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latenlazy

Brigadier
They already has 20 yr old EDA company "Huada Empyrean" specializing in analog EDA but lately branch into digital semi They have a good EDA up to 28nm. Compare to jet engine I don't think designing EDA is such a big hurdle, Certainly there are problme One of the biggest is the reluctant of semi company to use and, or collaborate with domestic EDA, of course lack of investment or money. But now since the door is shut thye have no other alternative coupled with massive infusion of money they should have no problem in 2 or 3 years
Here is the status of EDA in China
Please, Log in or Register to view URLs content!

Here is the profile of Empyrean old 2012
Please, Log in or Register to view URLs content!

by Paul McLellan on 05-02-2012 at 8:30 pm
Categories:
Please, Log in or Register to view URLs content!
,
Please, Log in or Register to view URLs content!

Please, Log in or Register to view URLs content!


img_5d04506becf82.jpg
There’s this EDA company. They have over 100 tapeouts. They have a $28M in funding. They have 250 people. And you’ve never heard of them. Or at least I hadn’t.
They are ICScape. They started in 2005 with an investment from Acorn Campus Ventures and delivered their first product, ClockExplorer, in 2007 and their second, TimingExplorer in 2009. They then have gone on to develop a complete openAccess-based place and route system including placement, clock-tree-synthesis, routing, static timing analysis, parasitic extraction and…

In 2008-2010 during the technology downturn they survived purely on product revenue. They turned their attentions to China, which was one area that was still buoyant. Also in China is a 20 year old EDA company called Huada Empyrean Software (HES) who have an openAccess-based analog environment. HES is a subsidiary of China Electronics Corporation, China’s largest electronics conglomerate (and an SOE). HES want to expand outside of China and become a global player, so it was spun out of CEC and merged with ICScape and provided with $28M in funding. They have one engineering organization. HES sells the whole product line in China and Taiwan. ICScape everywhere else (the US, Korea and Japan today, and Europe soon).

They have big plans to become a big global EDA player. I have no idea how good their technology is but they claim that over 100 chips have been taped out, including some at the 28nm technology node, so it should be pretty solid. Customers include Marvell, Huawei, ZTE, NHK and more.
img_5d04506c50fc1.jpg
The SoC product line is based around accelerating design closure by reducing the number of iterations by 50%. It consists of four tools:
  • TimingExplorer, a physically aware multi-corner, multi-mode timing ECO tool
  • ClockExplorer, which can reduce clock insertion delay by up to 50% and clock-tree power by 40%
  • Skipper, a high-performance and ultra-large capacity chip finishing solution
  • FlashLVL, a high-speed layout comparison tool
The analog product line is now in its 6th generation. It is focused on big-A small-D designs with lots of analog and limited amounts of digital. It contains:
  • interconnect-aware layout editing
  • high-capacity parallel circuit simulation
  • hierarchical parallel physical verification
  • mixed-mode, multi-corner parasitic extraction and analysis
Going forward the plan is to bring all the technologies together, which is not such a daunting task as it might be since both product lines are native OA-based. At the same time expand their channel to have complete coverage everywhere.

Here is the problem with Chinese EDA

What holds Chinese EDA back?
Please, Log in or Register to view URLs content!
Comprehensiveness: Chinese tools are simply not comprehensive enough, especially in digital design. Most of the digital design process is dominated by Synopsys and Cadence. Even if in one or two parts of the design flow Chinese companies have technically competitive products, it is difficult to break into the market as the Big Three have the ability to support customers’ development from spec to production. Chinese companies need to create a total solution to begin competing locally on any level, but even then, it will be difficult due to other factors.


Talent: Most of China’s EDA tool development engineers actually work for the Big Three: of the 1,500+ such engineers in China,
Please, Log in or Register to view URLs content!
(in Chinese) work for domestic companies. To put things further in perspective, Synopsys on its own globally has over 5,000 such engineers. Would-be EDA entrants also have to compete for talent with more lucrative industries. Application level software development at Alibaba, Tencent, etc. pays much better than a struggling Chinese EDA company.


Market Entry: With 95% of the domestic market, belonging to the Big Three, it is a highly difficult market to enter. Even if a full set of tools could be developed, in the short-term it will be difficult for any fourth company to gain any significant market share. Companies are used to certain design flows and engineers have used tools from the Big Three since university. These difficulties have made the domestic EDA industry a less attractive target for investors and, in turn, limited development.


Integration with Advanced Process Nodes: The link between design and process is a key part of an EDA flow. The Big Three work with the world’s leading wafer plants and foundries to develop a strong understanding of their processes, whereas domestic companies often only have access after a new process is developed and even then, not necessarily complete access. This makes it difficult for domestic companies to design and improve their software to compete with the Big Three.


Piracy: As mentioned above, EDA tool piracy is rife in China. These tools aren’t cheap. Silicon IP can’t be “cracked,” but tools can be. Any domestically focused company looking to save money will save it here. This also means the government may see EDA tool investment as a lower priority, as it can still have access to the tools for military chip design for example, even if bans are in place.

State-backed EDA

The government is beginning to support EDA tool development to some extent, and I expect support to increase over the coming years. Such companies can now claim back 30% of their development costs from the government, capped at RMB 30 million (about $4.3 million).


The government has also helped individual companies. For example, the Guowei Group has been granted
Please, Log in or Register to view URLs content!
from the central and Shenzhen government for EDA development work. Also, Huada Emperyan has received hundreds of millions in funding over the past couple of years, not just from VCs but also from the state-run “Big Fund.”

While such government help is obviously welcome and is of some assistance it is nothing compared to the Big Three’s internal R & D investments, and if China really wants to become independent in this field much more needs to be done. The recently announced new Chinese government $29 billion semiconductor fund, or “Big Fund Mark Two” as I will call it, may go some way to help, but it remains to be seen how much of this will be invested into EDA. I suspect a small amount compared to how much is invested into memory, foundry capital equipment, and traditional fabless design.

Conclusion

China’s current predicament opens up opportunities for domestic companies. Government investment, coupled with a large domestic market, means they potentially have the environment to grow and improve. China needs to do this in a gradual way though, and not let such companies rely too much on government support. Switching everything to a Chinese equivalent (if one ever exists) could mean slower time to market and worse end products. Adopting a national procurement policy across the board is risky and could discourage innovation. Only once a domestic tool or entire design flow is on a more or less level playing field should they switch, and support should be based on certain milestones to avoid creating SOE-like inefficient operations.

I can see a future where domestic companies compete domestically within China for certain chips, e.g. analog designs or simpler IoT designs. Globally this will be more difficult though, and without access to the most advanced technologies from foreign wafer companies and foundries domestic EDA companies will always be at a disadvantage. China can reduce its dependency but at least for now, has no way of being completely independent in this space.
The subtle wrinkle in this analysis is that switching to domestic fabs, in a situation where access to both foreign fabs and foreign EDAs are blocked, will also likely facilitate catch up development for domestic EDAs.
 

taxiya

Brigadier
Registered Member
It is just another attempts of many to serve two purposes:
1. To the western audiences, China is wasteful of resources by making white elephant projects.
2. If the articles are passed on by brainwashed banana Chinese into China, it serves to influence Chinese populations into blocking China's development.

It is just another reflection sour grape mentality of "It is "bad" because I (the west) can not do it."
 

taxiya

Brigadier
Registered Member
Some/many anti-China ppl were hoping 3GD would collapse, and various articles mentioned corruption during the construction of the dam which would result in a lower quality structure. But even if there was some corruption, the builders would have taken some precaution: at the time the designers said there was a 10:1 safety factor built into the system. So even if recent flooding had actually topped the dam (still about 8+ meters) it still would have held it steady and strong.
One example is that they use distorted Google earth photo to show that 3GD is twisted due to bad quality. And yet this kind of moronic tactic has got in many Chinese head, one of my engineer friend included o_O, to the point that officials have to come forward to rebuff it.

Some times, I hate internet. As one internet user put it "it is good to get more information quickly, but it so bad that it allows a moron to spread non-sense".
 

taxiya

Brigadier
Registered Member
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The truth comes out. The US wants to steal TikTok to get at Chinese innovations. I do recall Bill Gates around the time of the birth of text speech recognition say the Chinese were ahead of the US hence why he was hiring Chinese in China to develop it for Microsoft.
Now let's see if those US companies are willing to pay a big money for an empty plastic bag.

Many articles including this one use the expression saying Beijing is only delaying the deal not banning. This expression is misleading. A deal without substance is essentially a ban without the name. This is a common pattern of China that can be seen in many other confrontations.
 
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