Domestic CPU and then set off the shock wave bet treasure application wins

Following China's first batch of CPU chip design companies in the early 2000s to launch the first wave of challenges in the field of computer applications, in 2010, a number of China's emerging CPU chip design companies once again launched a new wave of challenges to the computer field. In the new mobile Internet context, how are they winning? What skills do they have to compete against industry giant Intel?

The second challenge : Two or three years later, in the field of application processors, foreign second-tier manufacturers will be replaced by China's emerging CPU chip design companies.

In mid-September, the Chinese chip design enterprise established in 2004, Guangdong Xin'anhang Computer System Chip Co., Ltd. (hereinafter referred to as Xin'an) and ARM announced that Nufront introduced the first NuSmart2816 computer system chip based on the ARM architecture. It will challenge the Intel X86 platform in the notebook, desktop, netbook and tablet markets.
In fact, the new shoreline is not the first Chinese chip design company to challenge Intel X86 products. Prior to the New Shoreline, in 2001, Ark Technology introduced the "Ark" CPU, the target directly to the network computer; in 2002, China Godson launched "Godson" CPU, the target application for the server, PC and so on. This can be regarded as the first wave of challenges that Chinese chip companies have initiated over Intel’s dominance of computer chips. However, the first wave of challenges did not succeed, the former no longer existed, and the latter’s road to R&D and promotion was also bumpy.
This year, a group of emerging Chinese chip design companies launched a new round of attacks on Intel’s computer chip field. Representative companies include New Coast Line and Fuzhou Rockchip, and in the future, Beijing Junzheng and other Chinese companies have accumulated. Certainly powerful processor companies will also participate.
The new shoreline CPU introduced this time has achieved high performance under low power consumption, and it consumes less than 2 watts when running at 2GHz. At the same time, the chip uses a 40nm process and integrates an ARM 2GHz dual-core Cortex-A9 MPCore, a 2D/3D image processor, a 1080p video processor, a SATA2 hard disk, and various common interfaces. According to Zhou Wen, general manager of the new shoreline, the first batch of notebooks and desktops based on the chip will be available in November and will be displayed during the Consumer Electronics Show 2011 in Las Vegas.
Fuzhou Ruixin Micro started with MP3/MP4 chips. In April of this year, they launched the processor platform based on ARM architecture and Android operating system for the first time in the market, which can be used for tablet PCs and other mobile internet devices. Rockchip Market Director Chen Feng expressed confidence in the impact of this wave of domestic companies. "This time, the opportunity will be placed in front of everyone. Moreover, we stand on the shoulders of ARM giants and go one step further. It will be relatively easier to do this." Chen Feng's emphases come from positive market feedback. At present, there are already more than 200 terminal manufacturers designing products based on their chips, and international brands are also active. In addition to Archos and other companies, there are many large international companies are engaged with Rockchip.
Beijing Jun is another CPU chip company waiting for the opportunity. The CPU designed by the company is based on its own core and has been applied in learning machines, e-books and other fields. In fact, taking into account the inability to run Windows applications, Jun has not considered the Internet as the company's main application direction, but customers use their processors to make netbooks that support simple applications, and shipping is not bad. However, Zhou Shenglei, director of Beijing Junzheng Market, also admitted that they are paying close attention to the market of mobile internet devices such as tablet computers. He believes that in the new wave of challenges, the key to the success of China's processor manufacturers is to see who's products can do a little better with a lower price/performance ratio. If we again take advantage of localization and combine several key elements, Chinese processor manufacturers are very promising on tablet computers.
For the rise of China's CPU chip design companies, Wu Xiong'ang, president of ARM China, expressed confidence. “The speed of product development for Chinese companies is the fastest in the world, because they really do all day and night. Moreover, after the international financial crisis, Chinese companies have high-end products that are fast. In another two or three years, I believe that the application processor In the field, foreign second-tier manufacturers will be replaced by Chinese companies, he said. However, Wu Xiongang said that for Chinese companies to choose the hard-bone of the computer application field, it is also very easy to succeed despite many difficulties.

Applications for Wang China CPU chip design companies to race against time, who can quickly combine with the application, whoever has the market, who will win.

After China's CPU chip design companies came up with chips and solutions, the acceptance attitude of the entire machine manufacturers became the key to the final victory.
Mr. Wang is the head of a large netbook design company in Shenzhen. Although their company currently uses the most of Intel's processors, it is also following ARM-based processors, and related terminal products will ship at the end of the year. "In fact, it is not important whether it is based on X86 or ARM, because today's industry business model has changed," he said.
In his opinion, in the PC era, the combination of Intel and Microsoft Wintel formed further contributed to this period of business model. Under Wintel's portfolio, the enterprise that makes the chassis will do the chassis and the board will do the board, without having to consider other issues. But today, in the era of mobile Internet, applications are dominant. Users need personalized applications anytime, anywhere, such as videos, social networks, and more. "As long as we can meet a specific application of the consumer, based on what platform can be. But if you can not achieve an application, no matter what the architecture will fail." He said.
Before the emerging Chinese chip design companies, nVIDIA, which started as a graphics processor, received the attention of the industry two years ago for the Tegra processor launched for the netbook market. However, it did not achieve very good sales. "The problem is that there is no good application. For example, the processor claims to be able to run 3D games, but the Windows CE that it used before did not support 3D games and therefore did not implement this application. This is the root cause of its inability to sell. “Mr. Wang said, “So, the core issue for Chinese chip companies to win is whether they are integrated with applications. Now, they have to race against time. Who can quickly combine with the application. Whoever has the market will win.”
Another Mr. Lan, a general manager of a Shenzhen company that is engaged in the manufacture of tablet computers and netbooks, also stated that terminal products are based on X86 or ARM-based applications. The netbook produced by their company has not considered ARM platform at present, because Windows cannot support ARM at present, this can't satisfy the application demand that users use netbook. "When the general X86 application software can run on ARM, consumers will accept the ARM platform netbook." He said. At the same time, on tablet computers, they are mainly based on the ARM platform. He analyzed: “One is that tablet computers can at least satisfy 70 to 80% of consumer applications. Although it does not support large-scale graphics processing applications such as Photoshop or Autodesk, most ordinary consumers need popularization applications. The ARM platform can achieve long battery life for tablet computers.At present, the traditional X86 platform can't do this.Thirdly, the ARM platform is at least 40% to 50% cheaper than the X86 platform, and consumers are more likely to adopt the ARM platform. Terminal sales price.” Therefore, Mr. Lan sees that the sales growth rate of current ARM platform tablet PCs is at least 5 to 8 times that of X86 platform products.
Regarding the attitude of the entire manufacturer, Du Heping, president of Great Wall Technologies and chairman of Great Wall Computer, concluded that terminal manufacturers will generally choose the processor platform from the perspective of the market. If China's CPU companies want to gain the favor of terminal enterprises, they need to provide more development platforms for the entire enterprises and promote the application of the entire enterprise. Only applications can be promoted.

Who should I charge my treasure to? Who should China's CPU chip design company charge to? There is no doubt that all network operators should be.

In the challenge initiated by the first wave of China's CPU chip design companies, CPU companies have pledged their money to the government without exception, but it has proved to be infeasible that government support does not attach importance to the development of the application market. So this time, who is China's emerging CPU chip design company?
Many companies answer Andriod.
Since Google introduced an open Android operating system and standardized the relatively confusing Linux development environment, it allowed software vendors to form a concerted effort to launch related applications. This made it possible for CPU design companies to overcome a threshold that was previously insurmountable—ecosystems. Construction. You know, except for Intel, it is hard to find a CPU company that can build such a huge ecological chain.
However, it is certainly not enough to bet on Android. In the future, after the launch of Android 3.0, Google will seal all interfaces of Android. This means that other companies can no longer develop middleware, and the differentiation and personalization of products between enterprises will cease to exist. It seems that Google's free lunch will not allow everyone to eat too long.
So who should China's CPU chip design companies charge their treasure? Undoubtedly, it should be all network operators, and the operators mentioned here are broad, including both China Mobile and Google, Tencent, etc., as long as these companies have the ability to accomplish an application. The CPU chip companies must pay attention to the various "nets" that these network operators are knitting, and stick to certain "nets."
Therefore, no matter what kernel and operating system are used, China's emerging CPU chip design companies must eventually build an application environment that fits a specific industry and is suitable for a specific location. This is where they really want to put their treasures on. .