In July 11th, at the summit of "the new hope of China core" in the summer summit of the fourth quarter of China, Chen Ning, founder of Yun Tian Li Fei, was the chairman and President of the chairman and President of Microelectronics Co., Dai Weimin, CEO Qi Xiaoning, Wu Huixiong, senior vice president of the purple light exhibition, and the intelligent solution of the horizon. President Zhang Yongqian, vice president of Lenovo Group, associate venture partner Song Chunyu, Rokid platform R & D director Zhu Bin and other guests, talk about the opportunities, challenges and future of "China core". "Chip as the crown jewel of high-end manufacturing industry is the driving force for the development of AI industry, and also the core of the development of new industries. The strength of the chip is strong and the economy is strong. Domestic independent research and development is the trend of the times. Chen Ning said in the forum.
Traditional chips can not meet demand and promote independent research and development
This year, China's chip industry has attracted unprecedented attention and has become a hot topic of national debate. "From BAT to all kinds of start-up companies, we have invested in the tide of independent R & D chips, and domestic autonomy has become the trend of the times." Chen Ning, the founder of Yun Tian Li, pointed out.
It is reported that the horizon, Rokid and other start-ups have begun to independently develop AI chips.
Chen Ning also pointed out that the chip industry has the characteristics of large investment, long cycle, high technical threshold and slow returns.
So why do startups need to do such a difficult industry? The company's core team has a lot of people doing deep learning software and algorithm origin, finding that traditional chips can't solve problems. In order to land better, the service market and customers can only use a new architecture to do it, Zhang Yongqian, general manager of the chip business division, said.
Zhu Bin, the director of research and development of the Rokid platform, said that Rokid encountered pain points in the product. At the device end, the artificial intelligence algorithm required high computing power, which often led to high power consumption of the general chip. The general architecture of universal chips sometimes fails to complete instructions because of system scheduling and other reasons. From the point of pain, Rokid began to customize its own chip in September last year, using the DSA (Domain specific architecture) architecture, which started from its own product and algorithm requirements and integrated into the chip in a heterogeneous computing way.
Song Chunyu, vice president of Lenovo Group and associate venture capital partner, affirmed that national capital has an irreplaceable role in the development of "China core", such as routers, network equipment, and information security chip support network autonomous and controllable. "This is a very basic field for the future of the country. Domestic substitution needs a certain country." Home intervention. "
Because of the high risk of creating the chip itself, Song Chunyu made a suggestion to the state capital. "The investor should have the mentality of allowing for failure or short-term twists and downs. The whole industry, we need to build a very good chip industry investment, cultivation and growth, form a very good atmosphere, China's innovation and entrepreneurship can really take root, China's future chips are hopeful.
AI, 5G, and the Internet of things have created a large number of chip needs
Where is the future investment opportunity of "China core"? Song Chunyu thinks, from the point of view of capital, there are three directions "promising": first, artificial intelligence, from dumb terminal to intelligent terminal, will produce a large number of AI chip needs; two is the introduction of a lot of new scenes when 5G is the infrastructure, and three is the era of the Internet of things, such as autopilot and intelligence. City, intelligent traffic.
Dai Weimin, chairman and President of the microelectronics company, called on the enterprise to support domestic chips. "There are many good chips in the country at present, but the purchase does not support it. After the ZTE event, it gives us a great revelation. It is the domestic chip that we should dare to use. No one supports the chip in the country, and the chip will not develop."
The next 15 to 20 years is a good opportunity for Chinese Chic to catch up, "we believe that not a computer can solve all the problems in the Internet of things and in the AI age," said Zhongtian CEO Qi. China's advantage lies in its many applications, and online consumption has also developed very well.
"We have a market, capital and talent, as long as there is a clear direction, do a good job planning, the next need is the precipitation of time, long-term focus, slowly progress, achievement is early and late." Wu Huixiong, senior vice president of the purple light exhibition, said.
The source of the article: the new Beijing News