In the entertainment industry, you become strong and surrounded by good people.

But in the semiconductor industry, if you're strong, it's complicated.

Although many companies in Huaxia really want to see the strength of Nanshan Semiconductor, Qualcomm, Intel, Renesas and Nvidia, which are international chip manufacturers, obviously do not mean this.

Especially NVIDIA, seeing that Nanshan Semiconductor has made such a big breakthrough in the intelligent cockpit chip, it immediately became anxious.

They are similar to Qualcomm, and after seeing the rapid development of new energy vehicles in China and even the world, they began to enter the vehicle specification chip at the beginning of this year.

Among them, intelligent cockpit chips are the type that NVIDIA attaches the most importance to.

After all, the screens in the car are getting bigger and more numerous, and this trend is seen by almost everyone.

And Nvidia is best at GPU, which has its own unique advantages in terms of image processing capabilities.

Nvidia now has a market capitalization of $9 billion, which is also a giant in the industry.

But if you want to keep up with traditional giants such as Intel and Deyi, it is definitely not enough.

Although it has been surpassed by Nanshan Semiconductor's NS8155 now, the chip is being updated every year, and it may catch up next year and surpass it the year after tomorrow.

Yang Fan is obviously optimistic about the future of NVIDIA.

The more you know, the more complicated your feelings become.

"Nanshan Semiconductor chose automotive-grade chips, Qualcomm and we also chose automotive-grade chips, and I heard that Intel and MediaTek are also ready to move and try to enter automotive-grade chips."

However, in the automotive-grade chip industry, this is not as simple as the most advanced, but a situation where competitors can't even see the taillights.

"In the past, everyone in the chip industry paid the most attention to computer chips, and slowly smartphone chips are also attracting everyone's attention."

"Lao Yang, the movement over there in Nanshan Semiconductor, you have to find a way to inquire more in the future."

"In the future, the chips with the most advanced process may be used in automotive-grade chips first, which is something that everyone could not imagine in the past."

The certification of these standards takes a lot of time.

Although NVIDIA's influence was not so high at that time, Cao Yang's attention to GPU chips was very high.

"In the first two years, we were entangled for a long time before we decided to enter the automotive-grade chips, and we also took the intelligent cockpit chip as the focus of development."

NXP, Infineon, Renesas, Deyi, onsemi and other chip companies are traditional automotive-grade chip giants.

For example, NS8155, Cao Yang is very confident in its performance.

After all, at the time of the financial crisis, Nvidia was once acquired by Nanshan Semiconductor.

The intelligent cockpit chip for new energy vehicles is a new direction that NVIDIA is preparing to break through.

Of course, if Nanshan Semiconductor's chips are sold directly to Nanshan Automobile Group, as long as Nanshan Automobile Group dares to use it, certification or not, sometimes it is not so important.

"But in the long run, perhaps the prospect of automotive-grade chips will be more worth looking forward to."

"After all, the number of chips that need to be installed on a car is very large, even if only a small number of chips such as intelligent cockpit and automatic driving need to use the most advanced technology in the industry, which is also a huge cake."

Even certification while using can be considered.

As the person in charge of NVIDIA's automotive-grade chip project, Yang Fan is also very touched by the rapid changes in automotive-grade chips.

As a technology master, he is well aware of the advanced nature of the NS8155.

"Otherwise, like this time, an intelligent cockpit chip with 8TOPS computing power will directly emerge, and the entire industry will be completely confused."

Huang Jiansheng brushed most of the news related to Nanshan Semiconductor NS8155 today.

Huang Jiansheng also knows Cao Yang well.

If NS8155 is only a smartphone chip or computer chip, then although this computing power is also the most advanced in the industry, the gap with everyone is not so big that people can't accept it.

"When will the computing power of automotive-grade chips be measured in TOPS?"

Nanshan Semiconductor should have only started to make efforts on GPU chips at that time.

I have also done a lot of verification in the laboratory before, so I dare to carry it on the future S9 so soon.

"Yes, under the guidance of Mr. Cao, Nanshan Semiconductor has developed very rapidly in recent years."

Normally, you're using the most advanced technology at the time to process automotive-grade chips, and by the time it passes various certifications and is finally installed in a car and sold to consumers, you're already behind.

It's entirely possible.

"But our speed can't compare to Nanshan Semiconductor."

Normally, automotive-grade chips need to go through many complex certification processes, such as the reliability standard AEC-Q100, the quality management standard ISO/TS 16949, and the functional safety standard ISO26262.

It's like you've just learned to walk, and you're already a champion in the 100-meter race.

"As far as I know, Qualcomm's progress is similar to ours, and it is also ready to bet on automotive-grade chips to challenge the status of traditional automotive-grade chip manufacturers such as NXP, Infineon and Renesas."

"In this regard, Mr. Cao's ability is definitely very outstanding."

"Especially when the car changes from a fuel vehicle to an electric vehicle, the requirements for the number of chips and the degree of advancement have changed dramatically."

"This shows that there is no problem with the direction of our efforts, relying on the company's dominant position in GPU, our intelligent cockpit chip and other fields should still be able to regain the world's leading position in the future."

Their chip technology is often less advanced than Intel and Samsung, but in the automotive-grade chips, they are real leading enterprises.

As a result, it has only been a few years since they successfully counterattacked the traditional automotive-grade chip giants.

"A correct direction of technology development can save a lot of time and cost for enterprises to catch up with world-class competitors."

"That's right, our company also needs to benchmark NS8155 and redevelop a product with more advanced performance, otherwise it will be stupid and will not be competitive in the market."

With Huang Jiansheng's words, NVIDIA immediately began to further increase its investment in automotive-grade chips, and was ready to make good efforts in the intelligent cockpit chip, striving to bring a huge surprise to the world.

……

As the world's top chip giant, Intel's goal has always been the world's first, and the world's second is unacceptable.

Over the years, Intel's core market has always been on computer CPUs.

Although I also tried to use it on smartphones, the results were not satisfactory.

After Intel's internal evaluation, it is estimated that it will be very difficult to surpass competitors such as Qualcomm, Samsung, Apple, and Nanshan Semiconductor in the smartphone chip market.

But the company can't always insist on producing computer chips, right?

In this case, there is no stock market to talk about in the stock market, and there is no expectation to look forward to, and it will be more difficult for the stock price to rise.

So they're always thinking about new directions for development.

As the former king, Intel's news channels are naturally very well-informed.

Qualcomm, Nvidia and other companies are betting on automotive-grade chips such as smart cockpit chips, is this market really so worth looking forward to?

After some research, Intel has come to a positive result.

"Otellin, the market for automotive-grade chips is very huge, among which the top intelligent cockpit chips and new types of chips such as autonomous driving chips will be the focus of future development, and they are also the objects of Qualcomm and other companies."

"Although Nanshan Semiconductor has achieved a temporary lead in this regard, the new energy vehicle market is only in the early stage of development, and the future market size is completely different from the present."

"Huaxia car companies may give priority to Nanshan Semiconductor's products, but General Motors and Ford Motor are absolutely impossible to buy chips from Nanshan Semiconductor."

"The two of them have even completely lost the Chinese market because of their bad relationship with Nanshan Automobile Group."

"As long as we can develop similar products as soon as possible, the application prospects are still very worth looking forward to."

Pat is now very active in persuading Otellinline to agree to the company's establishment of a vehicle-grade chip project team.

Previously, Intel had barely considered such a project, but at one point and another, the situation was completely different.

In particular, the sales of electric vehicles have reached a new high this year, which has brought a very big impact to everyone.

Because some relevant institutions have done some research reports on hot-selling electric vehicles, it is found that the number of chips used in electric vehicles is at least twice as much as that of traditional fuel vehicles.

In some high-end models, the cost of chips has directly increased by five or six times.

This is definitely a very exciting market.

"We have relatively little experience in automotive-grade chips, and we are only entering this market now, is it too late?"

Otelleng was a little excited, but a little worried.

He naturally hopes that Intel can make breakthroughs in new fields, but if it is the same as smartphone chips, after so many years of tossing, there is no achievement, and even becomes a joke in the industry, it is not worth it.

"Companies such as Qualcomm and Nvidia have only begun to enter the automotive-grade chip this year, and it is not too late to enter this market, but it is the best time."

Pat replied in the affirmative.

Looking at all walks of life, in addition to computers and mobile phones, the chips on the car product are worth looking forward to.

So Pat really wanted to act as soon as possible.

Otherwise, when the time comes, the action will be slow, and the pressure on him, the technical leader, will be great.

"Okay, since you think it's a good time now, then the company will officially set up a vehicle specification chip project team, and you will be personally responsible for developing our top automotive grade chips as soon as possible."

There is no better option for Otellin.

After thinking this clearly, he didn't dwell on it anymore and chose to agree to Pat's proposal.

And the one who has also been greatly stimulated is MediaTek.

At the beginning, they had fierce competition with Nanshan Semiconductor in the low-end mobile phone chips.

However, with the depression of Huaqiangbei's mobile phone market, the competition between MediaTek and Nanshan Semiconductor is slightly less intense.

However, MediaTek is always paying close attention to the movements of Nanshan Semiconductor.

This time, the birth of Nanshan Semiconductor NS8155 made MediaTek realize that automotive-grade chips are also promising.

To put it mildly, before that, the traditional chip giants were a little disdainful of vehicle-grade chips, thinking that they were similar to toy chips, without too high technical content.

Obviously, the industry has evolved to 28 nanometers, but automotive-grade chips are generally still produced using more than 100 nanometers, or even two or three hundred nanometers.

The most perverted thing is that automotive-grade chips are often developed and used for five or six years, or even more than ten years.

During the entire process, there are almost no upgrades to new chips.

In the semiconductor industry, which is developing rapidly, there is definitely no way to maintain the leading edge of chip technology with such a rhythm.

Therefore, in addition to people in the automotive industry, most people do not know the names of Infineon, NXP, and onsemi, which are automotive-grade chip giants.

However, Nanshan Semiconductor's NS8155 has broken everyone's impression of backward automotive-grade chip technology.

People directly use the most advanced 14nm process to produce automotive-grade chips, and then the computing power is one level higher than the most advanced smartphone chips.

As a result, the situation immediately changed dramatically.

"Mr. Cai, our main customer in smart phones, the market is constantly being eaten away by Qualcomm and Nanshan Semiconductor."

"Nowadays, many chip giants are beginning to enter the vehicle specification level chips, and I think the company can also consider this layout."

Luo Li, as the sales head of MediaTek, is also under a lot of pressure now.

In the past, MediaTek did not have too many opponents in the low-end smartphone chip market, and life was still very good.

Especially in the early stage of the development of copycat machines, MediaTek can be said to have made a lot of money.

But after the emergence of Nanshan Semiconductor, the situation began to change.

However, on the whole, MediaTek's development is still good.

"I have noticed that several companies are beginning to deploy vehicle-grade chips, and the competition in the future is estimated to be very fierce."

Cai Mingjie is also a person with a technical background, so he is naturally very concerned about the forefront of the industry.

Automotive-grade chips have become the cutting-edge technology of the chip industry, which he never expected.

However, he also knows that Huaxia and the world are very concerned about the development of new energy vehicles, and the support of various policies is also very large.

In this way, it seems that it is not impossible to enter the vehicle-grade chip and use advanced technology to beat the traditional vehicle-grade chip companies.

Don't look at Nanshan Semiconductor, which has come up with a very advanced NS8155, but the market is so big, it is impossible for a company to eat the market.

Cai Mingjie is also very clear about this.

"The increase in automotive-grade chips is mainly on new types of chips, and traditional automotive-grade chip manufacturers such as NXP and Infineon are not very good at these chips."

"Even they have a bit of an advantage in the certification process of automotive-grade chips, and they are disadvantageous in other aspects."

"When the time comes, we will not compete with Nanshan Semiconductor to grab the market, but with companies like NXP and Infineon, we will be able to live very well."

As soon as Luo Li said this, Cai Mingjie's eyes immediately lit up.

This direction seems to be feasible.

"I'll set up a project team first, and let's study how this layout should be carried out."

"When the time comes, you will also join the project team to see what type of automotive-grade chips are most needed in the market."

In the end, Cai Mingjie chose to enter the automotive-grade chip market.

However, not every business will make the same choice.

For example, on Samsung's side, after Li Zairong listened to the report of Li Zailin, general manager of Huaxia Branch, he gave a disagreeable reply.

"The chips that Samsung wants to produce are all world-class chips, and the automotive-grade chips are relatively backward products in the impression of many people, and we don't need to produce them."

"Smartphones and computer chips are what we are working towards, and all kinds of memory and hard disks can also be constantly challenged."

Li Zairong feels that although Nanshan Semiconductor has engaged in automotive-grade chips, the performance is still very good.

But it doesn't mean that Samsung Electronics must follow up.

Samsung's chip business not only has its own independent business, but also has a foundry business.

In order to maintain competitiveness, a new chip factory needs to be built almost every year.

In this way, the financial pressure is actually quite large.

The most important thing is that Li Zairong can't understand the use of backward technology of automotive-grade chips, what is the need for efforts?

Even if the performance of NS8155 is outstanding, it cannot change the objective situation that the technology of automotive-grade chips as a whole is relatively backward.

Therefore, Li Zairong will not agree with Samsung to develop automotive-grade chips.

Plunges!

"President, a few years ago, automotive-grade chips were indeed not worth paying attention to, they were all products produced using the technology eliminated on mobile phones and computers, and the price of each chip was also very low."

"With this time and energy, it is better to develop more advanced mobile phone chips and computer chips."

"But now the industry situation has begun to change, such as NS8155, it is said that the external sales price has gone to 2,000 yuan."

"This price is more expensive than mainstream mobile phone chips and computer CPUs."

"Even the highest-end mobile phone chips basically don't need such an expensive price."

"In addition, the automotive-grade chips used in electric vehicles have higher and higher requirements for process technology, and in fact, we can reconsider entering the automotive-grade chip market."

Lee Jae-rim also thought about continuing to persuade Lee Zairong to accept his proposal.

However, Li Zairong, who is a princeling, is not the kind of person who listens to persuasion.

Samsung Group is now in a thriving situation, even if the mobile phone business has collapsed in Huaxia, it will not affect the development of the entire Samsung Group.

In this case, it will be even more difficult to get Li Zairong to change his mind.

"You just need to take care of your own business, and don't worry about the rest."

After Li Zairong finished speaking, he picked up his notebook and left the conference room directly.

In the end, Lee Jae-rim had no choice but to rush back to the imperial capital from Goryeo in frustration, and continued to think about how to restore the glory of Samsung Huaxia.

……

In the face of the emergence of Nanshan Semiconductor NS8155, if Qualcomm, Intel, MediaTek, and Samsung are just worried about whether to enter the automotive-grade chip, or whether they really want to invest so much resources to develop automotive-grade chips.

Then for the traditional automotive-grade chip giants, there are many things to worry about.

So many more technologically advanced chip giants are coming in to grab the cake, can they still hold on to the original market?

Traditional chips such as ESP chips and ECU chips are estimated to be unattractive to new players such as Qualcomm and will not develop similar products, so they will not be greatly affected in the end.

However, the situation is completely different for related chips such as autonomous driving, intelligent cockpit, and intelligent networking.

"Denison, I think the company at least needs to invest in a 28nm chip production line as soon as possible, otherwise it will be difficult for us to continue to maintain our advantage in the new category of electric vehicles in the future."

As the head of Infineon's sales department, Blois can naturally feel the rapid changes in the automotive-grade chip market.

In the era of fuel vehicles, the evolution of automotive technology is very slow.

An engine can be used for a decade, or even longer, and the corresponding chip technology does not need to be updated.

However, Moore's Law does not exist at all in the automotive-grade chip market and is completely inapplicable.

However, the emergence of electric vehicles has changed this situation rapidly.

The requirements for chips in various new equipment are increasing rapidly, and the products of traditional automotive-grade chip giants such as Infineon and NXP have been unable to meet the requirements.

If the models equipped with large screens on the market are still using the products of traditional automotive-grade chip manufacturers such as NXP and Infineon, the feedback from the final consumers is generally not ideal.

Card frequency, heating or something, many of them are caused by the performance of the chip.

The chip computing power required by products in the new era is not an order of magnitude at all with the previous models.

Originally, there were some chips with a margin, but now they are completely insufficient.

"The investment in the 28-nanometer chip factory is not small, and the key is that after the company invests in the 28-nanometer chip factory, there is still a gap with the most advanced 14-nanometer in the industry."

Denison is struggling right now.

In fact, the traditional automotive-grade chip giants are now very entangled.

It is a dilemma whether to continue to hold on to one-third of one-acre land and give up the new chip market, or to continue to maintain its dominant position in vehicle-grade chips and continue to increase investment.

Once you make the wrong choice, the consequences are absolutely serious.

Denison is also very clear about this.

After all, the amount of money involved in chip investment is very exaggerated.

"But if we don't keep up with the industry level, there will be no way to compete with other manufacturers in high-end automotive-grade chips in the future."

"Qualcomm, NVIDIA, Intel, and Nanshan Semiconductor are all ready to use the industry's most advanced chip manufacturing process to produce automotive-grade chips."

"This pattern has been completely destroyed."

Blois was very direct about the situation.

As a sales leader, he can feel the pressure.

Many OEMs' R&D companies are looking for him to consult about high-end automotive-grade chips and want to continue to cooperate with Infineon.

However, Infineon itself is not angry, and there are no products in this area.

"I'll think about it first and see how it goes!"

Denison felt that the matter was too big and needed to be carefully considered.

However, they need to be considered, and some companies don't hesitate to start making decisions.

(End of chapter)