Chapter 877 Ultra-high computing power chip, the booster for electric vehicles to take off

Since Nanshan Semiconductor's imperial capital factory has been officially put into operation, it is natural to do something.

Before, everyone focused on the 14nm process.

This is indeed very important, but for Cao Yang, Nanshan Semiconductor has a killer feature that has not been announced to the public, and that is the trump card product of the imperial capital factory.

Compared with the 14nm process chips that many companies have to push out one after another, how to produce ultra-high computing power chips based on this chip to provide support for the development of high-end smartphones and intelligent networking of electric vehicles is obviously a more important thing.

Under the influence of future automobiles, the screens of electric vehicles are getting bigger and bigger, and the number of screens is also increasing.

For example, a model like W9 not only has a screen in the central control, but also a screen in front of the co-pilot.

Behind the front seats, there are also two screens.

However, the final computing power is 8TOPS (1TOPS means that the processor can perform one trillion operations per second).

"Yes, that's amazing!"

"Sold to other companies in the group, the sales price is set at 1,000 yuan, and sold to enterprises outside the group, it is set at 2,000 yuan, otherwise how to reflect the high-end sense of NS8155?"

Zhang Jing didn't plan to sell the NS8155 cheaply.

The main control chip for autonomous driving is used by itself, which is considered the core competitiveness of future cars, and there is no idea of external sales, so it does not plan to promote it to customers.

"As long as someone is willing to come to our Qualcomm, the annual salary is not a problem, let alone 1 million yuan, even 1 million US dollars is okay."

When the time comes, the product performance of the future car will definitely beat the peers.

"In the future, I think it is possible to turn chips, which are very unfamiliar to ordinary consumers, into a core propaganda point."

Everyone is investing R&D resources to develop products that are completely different from existing fuel vehicle chips, such as intelligent cockpit chips related to electric vehicles.

Similarly, after Nanshan Semiconductor upgraded to NS8155, it must be the first to be installed in the products of future automobiles.

Even if there is a gap in everyone's chip process, one is 14 nanometers and one is 28 nanometers, but normally there should not be such a big difference in chip performance.

"There will definitely be more high-end chip upgrades in the future, if the price in front is set very low, and the price in the back is raised a lot, it is estimated that it will be difficult for customers to accept."

Of course, she wouldn't be dead in her words.

But each screen needs its own independent chip to control, and the cost is very high.

"The cost of 200 yuan requires absolute secrecy and no leakage."

"Now it seems that they should have started mass production smoothly and carried out some basic tests before the news was officially announced."

So by adding a few more chips, you can basically get it.

The 820A is a quad-core processor based on a 14nm process with significant performance and features to support more sensors and security, as well as multi-screen interaction and 3D displays.

"I try my best, but I think I can find some companies to buy the NS8155."

"Be bold to try, as long as it is related to this project, if you poach them, at least you can double the salary, and there is no cap!"

"In terms of deployment, DRIVE includes full-stack driving and in-vehicle AI applications, AI computers, and the Hyperion autonomous vehicle reference architecture."

"After the official release of our NS8155, I estimate that Qualcomm will soon design a new intelligent cockpit chip based on the 14nm process."

"Of course, if the volume of customers goes up, it is okay to move closer to 1,000 yuan appropriately, but the price reduction cannot be reduced so quickly, at least wait until a year later to consider the price reduction."

The development goal of the NS8155 chip is to become the most top-notch configuration in the industry, and it has achieved a good balance in computing power, performance, and software adaptability.

"We can even help them with their green cards."

Although many chip companies are also optimistic about the development of new energy vehicles, they are optimistic about products closely related to electric vehicles such as intelligent cockpit chips.

"According to our theoretical calculations, the cost of NS8155 can be controlled within 100 yuan, and it is possible to reduce it to 50 or 60 yuan if the amount is large."

So Paul quickly agreed.

"What about Nvidia?"

"Qualcomm's ambitions are not only limited to the field of mobile phones, it is also actively deploying in the automotive field, especially the intelligent cockpit chip."

This is obviously very beneficial to the development of automobiles in the future.

"That's right, for electric vehicles, the intelligent cockpit chip is definitely a content that can be used to write a big book, and it is also a product that consumers can experience the difference in smoothness when using the central control screen."

So Paul was curious to know the situation.

Otherwise, this time Nanshan Semiconductor's NS8155 may not be able to be so smoothly made.

I have to say that Zhang Jing's vision is still very good.

"Take the opportunity to buy and see if you can learn more about it."

Nanshan Semiconductor threw an atomic bomb into the calm lake without making a sound.

After all, according to the current situation, two NS8155s will be used on a future S9.

"Besides, if the sales price is set a little higher, everyone can better reflect the high-end sense of NS8155 when they advertise."

Compared with the previous automotive-grade chips, the NS8155 chip launched by Nanshan Semiconductor this time is fully developed against the performance of the Qualcomm 8155 intelligent cockpit chip in the future, but the chip manufacturing process has not yet reached 14 nanometers.

Although this will increase the procurement cost of future cars, for high-end models, the difference in procurement cost of one or two thousand yuan is obviously very small.

According to the current situation, Qualcomm's products do not have any advantages, and there will definitely be no customer choice.

"Nanshan Semiconductor's confidentiality work this time is very good, and we haven't heard any news beforehand."

However, in the era of new energy vehicles, the situation has begun to change slowly.

Paul is also a rare handful.

Everyone showed their talents, and soon they all had samples of the NS8155 and some more specific parameters related to it.

"Nvidia, for its part, launched the DRIVE platform this year, which is an end-to-end platform for the development and deployment of autonomous vehicles."

"It's certainly no problem for us to inquire about some situations, but it's probably not so easy to find the core people who designed this chip."

Of course, these are certainly not cost prices, and there is not much representation.

[NS8155 ultra-high computing power chip, a booster for electric vehicles to take off]

"Sell to the future car, we can only sell it for 300 yuan, but sell it to other customers in China, I think at least 800 yuan at this stage, in the future can be slowly reduced to the level of 500 yuan."

However, after this information is in hand, people from all walks of life are under great pressure.

Now with the emergence of Nanshan Semiconductor, Qualcomm's 14nm process smart cockpit chip will definitely arrive ahead of schedule.

Zhang Jing personally explained the situation of the NS8155 chip to Cao Yang, Huan Yongxiang and Zeng Tingting and others.

But now I find that the self-developed S602A is a piece of in front of NS8155, and it is not worthy of lifting shoes for others.

820A began to be favored by some luxury car companies, such as Audi, BMW, Mercedes-Benz, etc., and also adopted by some Huaxia new energy car companies, such as Ideal, Xiaopeng, Lynk & Co, etc.

"Among them, the main frequency of the large core is up to 2.96GHz, the main frequency of the three high-performance cores is 2.42GHz, and the main frequency of the four low-power small cores is 1.8GHz."

That's a bit of a big gap.

"But I can give it a try, and maybe there are some people who are interested in working in the United States."

At that time, it is likely that Qualcomm's S602A will have much worse performance than NS8155, but the cost will be higher.

Wang Jing came up with a plan that seemed to be more effective.

"The computing power of 8TOPS is now far beyond its peers, and there is no rival."

"Now the main functions of high-end electric vehicles generally have multiple displays in the cockpit, maps, Internet of Vehicles, car APP, 360 panoramic camera, automatic parking and dash cam and other functions."

Therefore, normally speaking, the development of on-board chips requires a long process, in which the test link is particularly complex and long.

"Our NS8155 is so much ahead of the competition, and it is definitely a booster for electric vehicles to take off."

Zeng Tingting is engaged in sales, and naturally hopes to use simple and easy-to-understand words to introduce her technical advantages to consumers.

"Once we used our NS8155 chip, these problems basically disappeared."

For example, the future S9 will take the lead in using NS8155, and other electric vehicles in the industry will use NS8155 in the future.

Confirming that Qualcomm has no way to threaten Nanshan Semiconductor for the time being, Cao Yang continues to pay attention to Nvidia, a relatively special competitor.

"The salary given by Nanshan Semiconductor to engineers is still very competitive in Huaxia, and the first choice of many people majoring in microelectronics is to enter Nanshan Semiconductor."

"It's an area that has a lot of similarities with mobile phone chips, but with different challenges and opportunities."

This is also to ensure the safety of the vehicle, otherwise it will be too dangerous to drive the car well, and suddenly the black screen, head-up display, and intelligent cockpit cannot be used.

This is Qualcomm's first big move from the mobile phone industry to the automotive industry, and Paul is personally eyeing the development of this project.

"Don't look at the electric vehicles on the market now, many of them have made the screen relatively large, and there is more than one screen."

Seeing that Zhang Jing had already introduced a lot of the power of NS8155, Cao Yang naturally began to care about a very critical issue.

Zeng Tingting is now more confident in the prospects of the future of automobiles.

"According to the news we inquired, Qualcomm will officially release the first-generation digital cockpit platform Snapdragon S602A series next year, which is Qualcomm's first step into the automotive field and the beginning of Qualcomm's smart car business."

"Since it is a product without competitors, it must be without competitors."

That is, it was only L2 autonomous driving before, and the overall requirements were not very high.

But for Nanshan Semiconductor, it is completely different.

Especially in the smartphone industry, Qualcomm has become accustomed to this rhythm.

The development of the chip industry is very fast, and if the process does not change, it is possible to update it once a year.

More than anyone, he hopes that this strategy will succeed.

But maybe in another two or three years, Nanshan Semiconductor's more advanced chips will have been mass-produced.

The result was much better than I expected.

As a GPU-based product, NVIDIA definitely has a unique advantage in developing intelligent cockpit chips.

On the other hand, there are a lot of related parts involved in smart cockpit chips, and they can't all be handed over to one supplier to produce, right?

On the one hand, there are a lot of things controlled by the intelligent cockpit chip, and the price is also very high, if it is handed over to the supplier, it is difficult to reflect the core competitiveness of the car company.

As soon as Cao Yang said this, Zeng Tingting next to him nodded, added, and said, "It is indeed beneficial to set the price higher." ”

"Academician Zhang, can you talk about the benefits of this NS8155 chip?"

When will Qualcomm's technology be pulled apart by such a huge gap?

It's unthinkable.

In the past, the trial car used the NS8155 produced in the laboratory, and now it has begun to enter mass production, and whether it can meet the performance requirements of all aspects must be carefully evaluated.

Zhang Jing replied very affirmatively, but he immediately said: "At the same time as we launch NS8155, we will also launch an industrial software at the same time, which is convenient for various suppliers and OEMs to do NS8155 adaptation development on it." ”

At this moment, Zhang Jing can be said to be full of confidence.

"Wang Jing, you immediately find a way to collect more information about Nanshan Semiconductor NS8155, and it would be better if you could dig up some relevant engineers responsible for the design of this chip."

After all, it is a call from the president who can decide his position, and it is necessary to respect rights.

This cost difference is still a bit substantial.

Although it is uncertain whether Wang Jing's plan has a great effect, the cost of implementing it is not very large.

"Even the commissioning ceremony of their factory is so big, and the situation of this chip has not been disclosed to the public."

Because a lot of the computing power of the chip in the cockpit is used to process various images, it needs to be integrated with the GPU module to play a role.

At the same time, there are also clear specifications for anti-corrosion, dustproof and waterproof standards.

"The S602A is a quad-core processor based on a 28nm process, which is mainly used in automotive entertainment systems, and the initial information we have learned is that the performance and quality of this chip are not excellent, and it is estimated that it will not pose any threat to our NS8155 at that time."

Since the NS8155 is borrowed from many of the layout and performance arrangements of the 8155 chip released by Qualcomm in 2019, Cao Yang must be very concerned about Qualcomm's movements.

"How is Qualcomm's research on the same type of product now?"

A chip is not directly installed on the circuit board and can be used, but needs to be developed in a targeted and adaptive manner, and special software is required to control these things.

Qualcomm's first-generation digital cockpit platform Snapdragon S602A series has been researched since the beginning of this year, and now it has been handed over to Samsung for OEM production, and it can be officially launched on the market next year.

"Mr. Cao, Mr. Rao, Mr. Zeng, our NS8155 is a powerful 8-core on-board chip, which adopts an advanced 1+3+4 8-core design."

Of course, the same idea was naturally thought of by other competitors.

In the era of traditional fuel, this part of the development task is generally entrusted to professional auto parts manufacturers such as Bosch, Denso, and Nanshan Auto Parts, and the main engine factory only needs to meet the demand.

In the previous life, the ex-factory price of Qualcomm 8155 was only $40, but in 2020, due to the shortage of overall chips, the price was speculated to more than $200, and even in extreme cases, there were cases of more than $500 a piece.

This time, Nanshan Semiconductor's imperial capital factory is ready to completely subvert this situation, using the 14nm process process to produce ultra-high computing power autonomous driving main control chips, or produce intelligent cockpit chips.

"On the development side, DRIVE includes Replicator synthetic data generation, AI infrastructure, DRIVE Sim and DRIVE Map."

The general fuel vehicle chip, not to mention the computing power of 8TOPS.

It's hard to come up with a fist product that can be sold everywhere, and if you don't set the profit margin a little higher, where can you be worthy of yourself?

However, his price proposal is obviously too conservative.

Something that hasn't happened yet, he can also speculate based on the current information.

"After using our NS8155, I don't need to worry about the car machine not being smooth."

In this way, every time the future automotive products can be industry-leading, the leading position of the industry will naturally be established.

At this pace, even if it takes another two or three years, it may not be able to catch up immediately.

Then only look for support, or not trust, but companies that really need to go to Nanshan Semiconductor to buy NS8155.

Especially NVIDIA, as a former subsidiary of Nanshan Semiconductor, although it was forced to sell, Nanshan Semiconductor is still very clear about NVIDIA's movements.

At the beginning, Nanshan Semiconductor acquired NVIDIA, but it took away a lot of the other party's GPU technology, and a lot of people poached it.

And the computing power of these chips, although it is already relatively powerful, but that's it.

"However, the yield rate has not yet gone up, and the cost should be about 200 yuan."

After the internal communication was completed, Nanshan Semiconductor immediately officially announced that it had launched the NS8155 intelligent cockpit chip.

Nanshan Semiconductor's NS8155 has pulled the computing power to the order of TOPS at once, and the impact on the entire chip industry is definitely very huge.

"No problem, then I'll arrange it in this direction!"

"The most intuitive experience that these functions currently give to car owners is whether the car machine is smooth or not."

You use a 200nm process to produce chips with 1GOPS computing power, which is enough for ECU, ESP and other control parts.

"Not to mention anything else, just one fluency can beat all peers."

But now the first foray into the automotive industry has been hit hard.

This was certainly not an outcome that Paul could have accepted.

He was originally worried that Zeng Tingting would reduce the price of cars on behalf of the future.

"What is the cost of this chip, and at what price is it ready to be sold externally?"

When it comes to his professional affairs, Zhang Jing immediately came up with various professional terms.

Wang Jing didn't dare to take this task down easily, otherwise it would be troublesome when the time came.

As the president of Qualcomm, Paul is obviously aware of the advanced nature of the NS8155.

Qualcomm started from the mobile phone industry to the automotive industry, and this grand strategy was formulated by Paul himself.

Nanshan Semiconductor's labor cost is very high, and the equipment investment is also a lot.

And if there are fewer customers for a product, the cost will increase a lot.

In addition, there are many parts such as cameras and radars in the whole vehicle that need to be controlled by chips, so the computing power requirements for chips are very high.

If they are sold at this price, they will quickly recoup the associated investment costs, and the pressure behind them will be much less.

As the fist product of the imperial capital factory, NS8155 is the embodiment of Zhang Jing's hard work, and he naturally hopes to sell this product well.

"For at least the next three years, our NS8155 will be a global leader in performance."

"Even our current W9 models have more or less some problems in this regard."

Compared with mobile phone chips or computer chips, the difficulty of research and development of automotive chips lies in the need to adapt to a more harsh working environment, whether it is a high temperature or low temperature environment, it must be better adaptable.

This slogan was shouted, and some basic parameters of NS8155 were thrown out, and the chip industry was immediately turned upside down.

After all, no matter how good the performance of the NS8155 is, if the price is too expensive, it will not work.

After all, the data that these control systems need to process is far lower than that of intelligent cockpit chips.

In terms of cost, it is also not cost-effective.

Zeng Tingting on the side couldn't help but interrupt: "Academician Zhang, to put it in layman's terms, isn't this development platform of NVIDIA very powerful?" ”

Historically, in 2016, Qualcomm released the second-generation digital cockpit platform Snapdragon 820A series, which was Qualcomm's first major breakthrough in the field of intelligent cockpit.

For semiconductor companies in this era, GOPS (1GOPS stands for one billion operations per second by a processor) and MOPS (1 MOPS stands for one million operations per second by a processor) are familiar units.

But now it's the NS8155 that stands in the way.

Otherwise, if you can't even understand what you say in the automotive industry, there will definitely be no way to resonate with consumers.

"This configuration makes its CPU performance surpass all the current automotive-grade chips in the industry."

Naturally, this situation is not what Paul wants.

Listening to Cao Yang and Zeng Tingting's words, Zhang Jing was overjoyed.

"But the feedback from consumers is not very good, and various problems such as stuck frequency, heating, and black screen often occur."

But the smart cockpit chip is different, this can be sold casually and can be used to make a lot of money.

And once you lead, it's easy to get ahead step by step.

Even companies such as Deyi, Qualcomm, NVIDIA, Intel, and Renesas have made some layouts in this regard.

How do you manage such a supplier in that case?

"However, they didn't know that we had developed the NS8155 on a 14nm process, which is countless times better than the S602A."

According to the plan, this chip will be installed on the S9 model of the future car for the first time.

Or the chip process has been upgraded from 14nm to 7nm.

What the future, who knows?

(End of chapter)