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The trend of cross-border self-research chip will be more obvious.


Standard chips can no longer meet the actual needs of the world's top technology companies, such as Apple, Amazon, Facebook and Tesla, who are developing their own customized chips.

This trend has also been reflected in China. At present, the top ten domestic electronic products manufacturers all have the ability to design their own chips. OPPO, Xiaomi, Midea, and even Baidu, Alibaba and other enterprises are already setting up their own teams.

The main benefits of the self-built chip design team are: first, they hope to control their fate in their own hands, especially in the face of the industrial chain crisis that broke out in the past two years, this strategy has withstood the test and achieved results; secondly, OEM manufacturers have systematic knowledge and know what types of chips they need; thirdly, after forming a certain scale, they can reduce procurement costs.

In addition, enterprises can also develop their own independent technology, do some differential, proprietary technology and products.

Thepaper.c1is an ISP image processor developed by Xiaomi, and the person in charge has said, "if we don't invest in chip design, we may not be able to grasp the key to the digital world in the future."

Xiaomi will take this as a starting point to return to the core SoC device design of the phone. "

If you look at self-driving, the traditional automobile industry has a complex supply chain, with automakers at the top, and multi-tier suppliers such as raw material suppliers, secondary suppliers, primary suppliers and other multi-tier suppliers provide them with a variety of hardware and software.
But with the emergence of smart driving and a large number of new forces in car building, they began to work directly with software / hardware design companies, bypassing some of the steps in the traditional supply chain.

This means that market participants who provide software and digital technology are originally at the Tier 2 and Tier 3 levels, but may soon jump to the Tier 1 position under current trends.

But in our view, these enterprises also face challenges, including: what kind of magnitude they can achieve, the design ability of products, whether the performance-to-price ratio can meet the demand, and so on.

At present, most enterprises are in the stage of "burning money" at the initial stage, so it is difficult to develop.

So relatively speaking, large companies will act more actively because they are better off financially, and large companies and investing in semiconductors in the domestic environment often receive government subsidies or other support.