China Internet Watch

China’s Chip Market Expected to Shrink by 18% to $135 Billion in 2023

CIW Team — Wed, 13 Sep 2023 00:03:30 +0000

According to TechInsights, China has maintained its position as the largest global IC consumer market since 2005, reaching a peak of $177.3 billion in 2021. However, it is expected to decrease by 7.3% in 2022.

Besides the $164.4 billion in 2023, due to the global economic slowdown, China's COVID-19 policies, and the tightening of US regulations on China's semiconductors, it is expected to shrink by 18% to $135 billion in 2023.

Simultaneously, China's share in the global IC market is expected to decline from 34% in 2021 to 31% in 2022 and 29% in 2023. However, despite the decrease in market share, China remains the world's largest semiconductor consumer market.

On the other hand, in 2022, the value of China's IC manufacturing industry (including both foreign and domestic manufacturing) will reach $30 billion. Among this, domestic manufacturers headquartered in China will reach $15.2 billion, a 13% increase from the previous year.

TechInsights estimates that although Chinese ...

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Alibaba unveiled 5nm Yitian 710, among China’s most advanced chips

CIW Team — Mon, 25 Oct 2021 01:51:07 +0000

Alibaba Cloud unveiled a new in-house processor design for use in its data centers. The server chips, named Yitian 710, are custom-built by Alibaba Group’s chip development business, T-Head.

Alibaba plans to use the chips to support current and future businesses across the Alibaba Group ecosystem. It will also offer its clients next-generation computing services powered by the new chip-powered servers in the near future.

Built upon advanced 5nm process technology, Yitian 710 is powered by 128 Arm cores with 3.2GHz top clock speed to deliver exceptional performance and excellent energy efficiency.

Each processor chip has 60 billion integrated transistors. Yitian 710 is the first server processor that is compatible with the latest Armv9 architecture and includes 8 DDR5 channels and 96-lane PCIe 5.0, providing high memory and I/O bandwidth.

Yitian 710 achieved a score of 440 in SPECint2017 (a standard benchmark to measure CPU integer processing power), surpassing that of the current state-of-the-art Arm server processor by 20% in performance and 50% in energy efficiency.

Panjiu was developed for the next-generation of cloud-native infrastructure. By separating computing from storage, the servers are optimized for both general-purpose and specialized AI computing, as well as high-performance storage.

With a modular design approach for large-scale data center deployment, these servers are expected to deliver exceptional economic value for a wide variety of cloud-native workloads, such as containerized applications and computed optimized workloads.

Alibaba also announced that it will open the source code of the XuanTie IP core series, among other upcoming cores. The XuanTie series is Alibaba’s custom-built processor based on RISC-V instruction-set architecture.

Developers can now access the source code of the XuanTie series IP cores on Github and Open Chip Community to build prototype chips of their own, which can be customized for IoT applications such as networking, gateway and edge servers.

In addition, XuanTie-related software stacks, which support multiple operating systems, including Linux, Android, RTOS, and Alibaba’s own AliOS, will also be opened. Alibaba will provide more services and support for development tools, SDKs and customized cores in the future.

Alibaba released its first AI inference chip Hanguang 800 in 2019. The AI chip has been deployed in Alibaba Cloud’s data centers to power businesses in areas such as search, recommendation and live streaming.

China IoT market forecast 2021-2024; Internet of Vehicles the fastest growing segment

China accounted for 29% of global semiconductor manufacturing equipment billing in Q3 2020

CIW Team — Tue, 08 Dec 2020 13:45:22 +0000

In the third quarter of 2020, the global sales of semiconductor manufacturing equipment totaled US$19.4 billion, an increase of 30% year-on-year and a 16% increase compared with the second quarter.

China, Taiwan, Korea, Japan, and North America ranked the top five in the third quarter of this year, according to quarterly turnover figures from SEMI.