Global Semiconductor Development Trend Outlook

The Internet of Everything is based on intelligent interconnection. I am not able to analyze this aspect so thoroughly, but I still have to mention it because it is now an industry development trend. The realization of the Internet of Everything is the ultimate goal of the entire Internet of Things industry. Nitin said. According to IoT Analytic statistics, the number of active IoT terminals in the world is expected to grow to 27 billion units in 2025, but there is still a large gap from the hundreds of billions market expected by the industry. "So many industries are promoting digital transformation. "Many companies are also actively launching solutions that integrate AI, visual computing and processing technologies to seize business opportunities." Electrification and autonomous vehicles Electrification is clearly one of the future trends. Although the entire autonomous driving is still hovering before the L3 level, people have begun to pay attention to which sensors will be used at the L4 and L5 levels. The development of charging piles, powertrains and transmission systems has also brought more opportunities to power semiconductors. Nitin exclaimed, "Actually, this is my first time coming to Shenzhen. It can be said that I am deeply impressed by the high penetration rate of electrification in this city. From the moment I got off the plane, I noticed that all kinds of electrified public buildings can be seen everywhere. The facilities opened my eyes. Smart manufacturing According to World Bank estimates, 18% of global GDP comes from manufacturing, with the entire industry reaching US$17 trillion. The manufacturing industry occupies an important position in Europe. Nitin said: “With the EU’s policy support for the smart manufacturing industry, Europe seems to be moving towards the era of intelligence. The interconnection of everything and the intelligence of everything are happening.” In addition, Nitin Dahad is also optimistic about emerging semiconductor application fields such as smart cities, smart medical care, and industry 4.0. Generative AI The phenomenal popularity of ChatGPT has promoted the explosion of generative AI. At this year's NVIDIA GTC Developer Conference, Huang Renxun also talked about generative AI, which shows that it is equally popular. EDA The development of semiconductor technology is driving changes in all walks of life in the world. Over the past 30 years, the continuous evolution of integrated circuit applications has become an important driving force for EDA innovation and development. From the early PC era to the mobile Internet era, and now to the current artificial intelligence era, EDA has successively supported the continuous development of CPU, Arm, and GPU performance. At the same time, in the process, EDA has also been reversely driven by these applications. Regarding the development of the semiconductor industry itself, Nitin believes that EDA companies' use of AI to empower chip design, as well as the rise of chiplets and open source instruction set architectures, will change the entire industry. Reposted from: International Electronic Commerce, automatically translated by Google

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The dawn before dawn, where are the opportunities for domestic 24GHz millimeter wave sensors?

Since the concept of AIoT was proposed, the demand for its perception layer to become intelligent is destined to promote the development of traditional sensors into intelligent sensors that can sense and recognize. As millimeter wave sensing technology has been used by many industry-leading manufacturers in smart sensors and high-end equipment in recent years, the continuous research and development of millimeter wave chips, combined with the mass production verification of multiple products, has allowed the cost of millimeter wave chips to be significantly reduced. reduce. Solution providers and equipment manufacturers that hold a wait-and-see attitude have also turned to the practical action of "using millimeter wave sensing as soon as it is available". In order to make millimeter wave sensors simple and easy to use, Silicon Microelectronics recently released the self-developed ICL1112 SoC chip, which is the world's first μA-level 24GHz single-transmit single-receiver millimeter wave sensor chip. The chip adopts a fully integrated CMOS architecture and peripheral elements. Few components, ultra-low power consumption (55μA) and super long-range detection capability (>150m) make sensors and terminals easier to deploy. In addition, the ICL1122 SoC with single transmitter and two receivers has angle detection information and is more suitable for ultra-long-distance detection scenarios: such as obstacle avoidance detection of smart two-wheelers in emerging applications, and detection of two-wheelers such as food delivery trucks and motorcycles. The rear and front of the car have added obstacle avoidance and anti-collision warning functions. In indoor and outdoor scenarios such as parks and road tests, the long-distance detection capability of more than 150 meters allows security monitoring and traffic detection applications to be intelligently improved. Reposted from: International Electronic Commerce, automatically translated by Google

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5G technology, cloud-native development and machine learning are key enablers of IoT solutions

Whenever the Internet of Things (IoT) is discussed, two camps emerge in the industry: optimists and pessimists. The latter identifies the Internet of Things as a “future” technology. Personally, I am a staunch optimist: I am extremely excited about the transformative innovations that IoT solutions are expected to bring, but at the same time, I remain cautiously optimistic. After all, the rise of any emerging technology will face many challenges. For Arm®, as we continue to launch a number of targeted solutions, IP and other technologies, we not only provide strong support to innovators, but also always ensure that we are at the forefront of the market, leading trends and Meet the challenge. That’s why we conducted a survey of IoT practitioners across the global ecosystem, including developers, engineers, startups, and established silicon partners, software providers, OEMs, and other partners , aimed at understanding the challenges they currently face. Looking at the results of the survey on the positive side, respondents believe that the consumer market, cloud/data centers and smart cities are leading the development of the Internet of Things, with 5G technology, cloud native development and machine learning driving the implementation of solutions. Key factor. Respondents expressed excitement about the Internet of Things (IoT) making it possible to collect vast amounts of new data, effectively analyze it, and use the results to improve business performance and customer experience. But they also see some problems. Two factors stand in the way of realizing a transformative vision: long and complex development cycles and the portability of migrating software to new hardware. For interviewees, development efficiency can be improved by using tools such as Arm Virtual Hardware. Developers do not need to wait for the hardware to be ready, and can carry out software development ideas in a virtual hardware environment in advance. Run and test. Additionally, respondents recognized the value that the Arm ecosystem brings to simplifying software porting for efficient, large-scale development. The software compatibility issue also deserves attention. Developers agree that developing IoT products on a unified architecture can achieve high efficiency and scalability in software development. In addition, key considerations such as software reuse, cost reduction and improving the learning efficiency of the development team can also be solved by using a unified architecture. In addition to the above issues, the survey results also show that the biggest challenge facing the IoT business is security issues throughout the entire development and life cycle of the product. Respondents said that improving security from design to deployment and into use is critical, and their partners and customers are asking for security enhancements. Other challenges include the slowdown in the globalization of supply chains, the introduction of new laws and regulations, lack of timely access to the latest hardware and IoT technologies, and the lack of certification and standardization initiatives to enhance security. There is no doubt that the IoT industry is at a turning point. Arm's survey report provides valuable insights into the challenges and opportunities faced in the development of the Internet of Things, and also reflects that innovators have always maintained a positive and optimistic attitude towards the development of the Internet of Things in the next few years. From SoC architects to OEMs, from engineers to software developers, from startups to established vendors, all vertical industries and their practitioners see huge opportunities in IoT. Many needs and pain points such as accelerating development, improving efficiency to achieve faster product launch, and providing strong support to business decision-makers based on more data are all reflected in this survey report. Arm has always believed that IoT applications have huge potential to change the world, and only by understanding the opportunities and challenges can we get twice the result with half the effort. Reposted from: International Electronic Commerce, automatically translated by Google

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Europe's "Chip Act" officially takes effect: striving to double the EU's global share of chips

On the 21st local time, the European "Chip Act" officially came into effect. An announcement issued by the European Commission that day stated that the plan promotes the industrialization of key technologies through the "European Chip Plan" and encourages public and private enterprises to invest in the manufacturing facilities of chip manufacturers and their suppliers. Under the framework of the bill, the EU plans to establish a coordination mechanism between member states and the Commission to strengthen cooperation among member states, monitor chip supply, estimate demand, and activate emergency mechanisms when necessary. Europe accounts for less than 10% of the global semiconductor production market and relies heavily on third-country suppliers, the announcement said. If global supply chains are severely disrupted, the European industrial sector could be depleted within a short period of time, bringing European industry to a standstill. Under the CHIP Act, the EU will bring together 11.15 billion euros in public investment from EU institutions and member states by 2030, and will leverage large amounts of private investment. In July this year, the European Parliament passed the Chip Act. The bill requires that the EU's global chip production share should be increased from the current 10% to 20% by 2030 to meet its own and world market needs. Reposted from: CCTV news, automatically translated by Google

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The world is racing towards the energy revolution, and energy storage has become a “super track”

By definition, energy storage is the process of storing energy through an instrument or device and releasing it when needed. Its essence is to solve the problem of imbalance between power supply and demand. To put it figuratively, energy storage means storing "energy", just like a power bank, which stores electrical energy and uses it when needed. It can store electricity during the day and use it at night, or it can store electricity on sunny days and use it on rainy days. Use electricity and adjust resources very flexibly to ensure the consumption of new energy. In the past, people’s impression of “energy storage” mainly refers to pumped hydropower storage and lead-acid batteries. For example, pumped water storage uses electricity to pump water to the upper reservoir during low power load periods, and then releases water to the lower reservoir to generate electricity during peak power load periods. It can convert excess electric energy when the grid load is low into high-value electric energy during peak periods. Lead-acid batteries, such as solar street lights, solar garden lights, and centralized solar power stations seen on the market, all have functional units for storing energy, but at that time, lead-acid batteries were used to store energy. But in fact, according to different forms of energy storage, energy storage can be divided into electric energy storage, hydrogen energy storage and thermal energy storage. Electrical energy storage can be divided into electrochemical energy storage and mechanical energy storage. Electrochemical energy storage is mainly familiar battery energy storage, including lithium batteries, lead batteries, sodium-sulfur batteries, etc.; while mechanical energy storage mainly includes water pumping. Energy storage, compressed air energy storage, flywheel energy storage, etc. In other words, among electric energy storage, pumped hydro energy storage is a more traditional energy storage method, while electrochemical energy storage is a new energy storage method. Looking at the structure of China's energy storage market, the cumulative installed capacity of pumped energy storage accounts for more than 86%, while the cumulative installed capacity of electrochemical energy storage accounts for only about 12%. The current hot energy storage market is mainly lithium battery energy storage. Among all installed electrochemical energy storage types, lithium batteries account for 92% and are currently the mainstream mode of electrochemical energy storage. Why has lithium battery energy storage only emerged in recent years? On the one hand, with the development of the industry, lithium batteries have gradually highlighted their advantages and become the protagonist of energy storage functional units. On the other hand, the global energy shortage in recent years, coupled with China's emphasis on green energy and policy tendencies, have accelerated the transformation of energy storage from a functional unit to a market direction. Reposted from: International Electronic Commerce, automatically translated by Google

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Semiconductor industry recovery is expected

In recent years, the global semiconductor industry has experienced ups and downs. The continuous shortages in the past two years have brought great opportunities and stages to independent distributors like Chuangshi Technology, and the downturn since this year has brought them great crises and changes. "But it is precisely because of the ups and downs of the industry that many end customers have realized that the long-term futures model may not always be smooth and feasible. Independent distributors can respond more quickly to fluctuations in industry cycles or special scenarios," said Chuangshi Technology General Manager Alice obviously sees more opportunities brought by challenges. "Many global top customers have increased the proportion of independent distributors in their supplier systems, and Chuangshi Technology is also a beneficiary." "As an intermediate bridge between supply and demand, our original intention has always been to link the global supply chain and achieve win-win results with customers," Alice said. Regardless of the ups and downs of the industry, Chuangshi Technology has carefully polished its own advantages in the details. First, self-built testing laboratory and perfect quality control system. Chuangshi Technology has always regarded quality as the lifeline of the company, and has successively passed AS9120B&ISO 9001 dual system certification, ESD S20.20 certification, CMA and CNAS certification are currently in progress, and set up 3 in Hong Kong and Shenzhen. The testing laboratory strictly follows international testing standards such as AS6081, AS6171, and IDEA-STD-1010-B, covering packaging inspection, appearance inspection, X-Ray inspection, XRF inspection, electrical test, solderability test and cover opening test wait. "At the same time, we have dozens of full-time testing engineers, and the core members are senior testing personnel with more than 5 years of working experience in third-party laboratories," Alice added, "Compared to other independent distributors, in addition to hardware facilities , We have invested more in the soft power of the quality inspection system, which is also a link that is less visible to the outside world." Second, extensive supply chain network and strong procurement capabilities. Linking the global network and cooperating with thousands of certified suppliers can not only guarantee the quality from the source, but also quickly tap global high-quality resources to further help customers reduce procurement costs and respond quickly to customer needs. The third is good reputation and service. On the one hand, Chuangshi Technology always adheres to customer-centricity, and has continuously won wide recognition and praise from customers in multiple dimensions such as product quality, delivery time, and after-sales service; on the other hand, Chuangshi Technology is also good at providing customized supply Chain solutions and personalized services help customers solve various problems, thereby strengthening long-term cooperative relationships. Reposted from: International Electronic Commerce, automatically translated by Google

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