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With 97 billion fewer chips to buy and 80 billion more to go, American chips are having a hard time

via:新浪科技     time:2023/3/5 20:00:45     readed:66

Recently, at the Basentie RISC-V Eco-Conference held by Aliping Tou, experts predicted that by 2025, the global RISC-V chip shipment will reach 80 billion, which means that China's main RISC-V architecture will further develop, and further replace the US-led ARM and X86 architecture.

China is making a big push to replace its own chips, resulting in 97 billion fewer chips to be purchased in 2022. This is due to the huge progress China has made in replacing imported chips with its own chips by making breakthroughs in memory chips, analog chips and GPU chips in just a few years.

U.S. chip companies like Intel and Micron reported losses in 2022, while other U.S. chip companies also saw their earnings tumble, underscoring the impact of the reduction in purchases by China, which is the world's largest chip importer, and the U.S., which is the world's largest chip exporter.

Faced with such a situation, instead of thinking about how to improve cooperation with China to get China to buy more chips, the US is now trying to stop the development of the Chinese chip industry by tightening the chip ban and restricting the sale of US chips to China, which will only accelerate the development of Chinese chips.

Recently, in an interview with the Financial Times, the US billionaire Bill Gates once again said that the US approach could not stop the advance of Chinese chips, but would lead to more losses of American chips. American chip companies know this too, so companies such as Intel, Nvidia and Qualcomm are looking to China to buy more chips than the United States does.

In the face of the practice of the United States, China's chip industry has not backed down. To further cultivate its own chip system and promote the development of RISC-V architecture is exactly the way for China to further strengthen its independent chip research and development strength, which will get rid of the American chip system from the root and form China's independent chip research and development system.

RISC-V chips have taken a dominant position in China's iot market. In 2022, the shipment of RISC-V chips in China has reached 5 billion, accounting for half of the 10 billion RISC-V chips shipped, thus breaking the monopoly of ARM and X86 chip architecture. Now China is further pushing RISC-V architecture into other industries.

Ali Pantou Brother launched the Swordless 600 platform in August 2022. It is reported that the main frequency of the swordless 600 platform has reached 2GHz, and its performance has been comparable to the A73 core launched by ARM in 2016, showing that the performance of RISC-V architecture has been quite high. Ali Pingtou Brother has also started to adapt the RISC-V chip with Android, RISC-V will dominate the mobile phone market.

Ali Pingtou Brother is planning to introduce a more powerful RISC-V processor to meet the performance requirements of the PC; Now more domestic chips begin to join RISC-V, Jiannan Technology has launched the first commercial mass production chip K230, also plans to launch 64 core RISC-V server chip, so RISC-V will cover the Internet of things, mobile phones, PCS and servers, forming a complete ecological chain.

It is the promotion of RISC-V in many industries, the industry expects that the shipment of RISC-V chips will soon exceed 80 billion, and further seize the market of ARM and X86 chips, which will be a complete blow to the American chips, it can be said that the good days of American chips are really over, and all this is because the American chip launch ban accelerated the process. USA has really shot itself in the foot.

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