BAT structure may break, and the headline's parent company's byte beating will be oriented toward the chip industry

[BAT structure or will be broken, the headline of the parent company's byte beat will be toward the chip industry layout] On the one hand, I do not know the number of people outside the line, depending on the semiconductor industry as a high-tech industry. So far, the semiconductor industry is still operating and developing in the mode of global division of labor and cooperation. No country has established its own and is a complete industrial chain. The semiconductor industry covers dozens of disciplines, hundreds of technologies, thousands of products, and tens of thousands of companies. It is a high-tech industry that integrates comprehensiveness, ecology, and dynamics.

According to data released recently by the core research study, the market share of Chinese companies in the global semiconductor market segments is generally low. Specifically, in the chip design process, Chinese companies have a market share of approximately 1% in memory, CPU and MPU, sensors, analog RF chips, FPGA/CPLD, and optoelectronic devices. In chip manufacturing, 28nm The market share of Chinese companies is also about 1% for products with their lower processes, compound semiconductors, and products with special simulation technologies; the market share of Chinese companies in the semiconductor equipment and materials industry is also very low.

Since the semiconductor industry is characterized by its capital-intensive, technology-intensive, and intellectually-intensive nature, it is equivalent to saying that the industry has high risks and long return periods. Take Huawei's Hess Semiconductor as an example: Huawei was founded in Shenzhen in 1987, and in 1991 it began to set up its own chip design department. It was not until October 2004 that the chip design department came out of Huawei to become a chip design company, that is, Hass Semiconductor. HiSilicon's headquarters is also in Shenzhen. Since 2004, Hass has developed mobile phone chips. In 2009, it had the first mobile phone chip Hass K3, but it was not commercially available. Then again in 2012, Hass came out with a mobile phone chip Hass K3V2. Although Hass uses K3V2 for commercial purposes, the chip's experience for users is not good. Since 2014, Hass has successively introduced Kirin series mobile chips to the market, and users have increasingly evaluated the unicorn series of processors. The higher. In short, since 1991, Huawei has accumulated more than 20 years of technology and experience in chip R&D.

On the 24th of this month, according to sources, the headline's parent company's byte beating will move toward the chip industry. Today's headline was established in Beijing in 2012 and it has only been more than 6 years. Compared with the mature BAT, today's headline is clearly younger. In addition, out of the three BAT giants, Alibaba currently has the most active layout for the chip industry. Even the media said: "BAT's strategy to treat the semiconductor industry is different. Baidu uses more alliances, independent research and development; Ali in addition to independent research and development, investment in a number of start-up chip companies; and Tencent apparently limited investment, more The energy is spent in the software field (Internet traffic). "Therefore, I have to say that today's headline intends to seek technological breakthroughs in the direction of the chip. Many people have actually been surprised.

Yang Zhen, vice president of byte beating, told reporters: "The byte beating has the world's largest number of user-uploaded videos that require analysis and processing. There are a large number of chip purchases and applications. At present, we are actively seeking breakthroughs in chip-related fields." Speaking, the byte beating will make such an intention, and it is not unrelated to the recent media coverage of the "ZTE Incident." Or, as a technology company, if it is unable to independently research and develop its core technology and it does not focus on long-term planning and only pays attention to short-term commercial interests, then such a technology company will hardly become a veritable technology giant in the market and will eventually be marketed. Ruthlessly eliminated. For the "ZTE Incident," Yang Zhen expressed his views to reporters. Although the "ZTE Incident" reflected the weak foundation of China's high-tech industry in terms of chips, core components, etc., but in China, such as artificial intelligence chips, etc. In the emerging direction, there is an opportunity to seek breakthroughs.

Yang Zhenyuan told reporters: "Of course, different chip areas require specific accumulation. Like CPUs and GPUs, core design is very important, and the peripheral software ecosystem is just as critical. The accumulation of needs will take many years. Chip production is an independent Looking back, the industry depends on many infrastructures such as lithography machines. The entire period of independent R&D will be very long. At the same time, Yang Zhenyuan has a somewhat optimistic attitude towards China's high-tech industries. According to Yang Zhenyuan, at present, the development of the science and technology industry in the direction of global integration is already an irreversible trend. For example, the chips independently developed by Apple Inc. in the United States are also manufactured by TSMC. In the short term, China is fully capable of achieving a balance between its artificial wisdom and software ecology, which will provide a solid foundation for long-term independent research and development.

Today, since its establishment, the headline today has a strong technology + content gene. The headline founder and CEO Zhang Yiming attended the first Digital China Construction Summit on the 23rd of this month and said that today's headline will build a platform for people to create and communicate through the technology to the sea. Zhang Yiming said at the meeting: "The main research directions of byte-hop artificial intelligence are machine learning, natural language understanding, computer vision, and human-computer interaction and robotics." According to a picture uploaded by the Internet, the headline product has been covered today. Most of the countries or regions on Earth.

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