Taiwan's IC design industry grows, seizing AI, edge computing, and 5G business opportunities!
Shixin: Responding to customer needs, extending to 7nm process
Driven by the AI trend this year, WorldCom's NRE (Entrusted Design) caseload has grown steadily, and AI chips that have entered the ASIC (Special Application Chip) stage have also gradually fermented, helping to increase double-digit annual revenue in the first 10 months of this year. Cooperation with Chinese customers is expected to extend to 7nm next year.
Shixin pointed out that this year, the customer NRE mainly adopts 16 nanometers in the manufacturing process. It is expected that next year, driven by AI and HPC (high-performance computing), chip performance requirements will increase. Many customers have chosen to use the 7 nanometer process. And it is expected that some cases can be designed and finalized next year, with a single case value of more than 15 million US dollars (about NT $ 460 million), which is significantly more than 16 nanometers. It is expected that the annual revenue and profit will be indicated.
Creativity: AI, edge computing drive revenue
Chuangyi ’s virtual currency orders are out this year, and the consumer market ’s recovery is slower than expected. ASIC ’s performance is estimated to have double-digit declines, while NRE ’s single-digit decline. Creativity pointed out that there are currently more than 10 AI-related NREs in hand, and it is expected to be around 1 next year. -4 can enter mass production stage, and focus on operation.
According to Creativity, the demand for edge computing has increased, and HPC and 5G-related NRE cases have steadily increased. Some cases have started to increase in volume in the first half of next year.
In addition, in terms of AI, Creativity also expects that some of them will enter the 5nm process next year. Although there are advanced process assists, the maturity of machine learning algorithms is lower than that of Netcom algorithms, and the fermentation period is up to 2 years. Contributions are still dominated by 12, 16 nanometer processes.
M31: AI products based, advanced process IP with high-speed interface will contribute revenue
According to the manufacturing process, M31's revenue ratio below 28 nm this year is nearly 60%, which is an increase of about 30 percentage points from last year. Among them, 22/28 nm has a complete IP layout, and its revenue ratio is approximately 48%, 12/14/16 nm. The meter is about 11%, and the first 7nm IP will be released next year, showing the M31's determination to continue advancing to advanced processes.
In terms of product applications, M31 is mainly AI-based, accounting for 25%, followed by storage, IoT, and automobiles. In the long run, the U.S.-China trade war affects China's de-beautification and drives Chinese customers to switch to M31's high-speed Transmission interface IP, boosting AI and IoT orders continue to increase, and it is expected that advanced process IP for high-speed interfaces will begin to contribute next year, and operations will also increase next year.
Under the AI trend, innovative applications are booming, pushing up the demand for AISC to diversify development. Because AI emphasizes the effectiveness of big data calculations and advanced processes, the advanced process has been the biggest help, while the Taiwan IC design factory ’s creative, world core – KY, M31 are advanced due to the advanced layout. The process IP is expected to make a lot of AI money, which will inject strong needle for subsequent operations.
(This article is reprinted with the permission of the partner Hangheng.com and agrees with TechOrange to write the guide and revise the title. The original title is `` Advanced Process Assistance Taiwan IC Design Factory Earn AI Money ''. Source of the first picture: Pxhere CC Licensed)