Liu Ming, academician of the Chinese Academy of Sciences, shared the development trend and opportunities of memory technology. She said that compared with large international companies, there is a huge gap in storage technology in the mainland.

Liu Ming, academician of the Chinese Academy of Sciences, shared the development trend and opportunities of memory technology. She said that compared with large international companies, there is a huge gap in storage technology in the mainland. The domestic industry's investment in flash memory was mainly concentrated in NOR flash memory. In the field of NAND flash memory, there is a big gap between China's manufacturing capacity and market share of Samsung, micron, Toshiba and Hynix. The domestic industry has little direct investment in pram, MRAM, RRAM and other new memory. Academician Liu believes that memory is a strategic high-tech industry with wide application and huge market. Therefore, China's storage industry must seize the new opportunity of the current diversified development of memory technology, carry out the layout of memory industry from an international perspective, and develop independent innovation and international cooperation at the same time. However, under the new situation of industrial development, we should pay more attention to original innovation. "We should encourage original innovation and technological breakthroughs, carry out common basic research, and lay a scientific foundation for the independent development of the industry. In the development process of the memory industry, business model and core technology are indispensable. Without business model, technological innovation is useless; without core technology, business model innovation is difficult to sustain."

Chen Shanzhi, vice president of Research Institute of Telecommunications Science and technology and vice president of Datang Telecom, delivered a keynote speech on "5g development and opportunities and challenges of IC industry". Chen Shanzhi pointed out that after four generations of technological development, China's mobile communication industry has been absorbed and introduced from the beginning to catch up in the 3G era and run in the 4G era. Now it has become one of the few industries with international competitiveness and industry voice in China's high-tech field.

"The successful industrialization of TD-LTE 4G standard has laid a solid foundation for China's leading development in the 5g era." Talking about the achievements of 4G industrialization, Chen Shanzhi was very proud. "At the beginning, our goal was to have one in three in the world. Now both the number of base stations and the number of users have exceeded the original goal, and the number of TDD users has even exceeded the number of FDD users."

For China's "leading" advantage in 5g wireless key technologies, Chen Shanzhi cited some examples: Datang's 256 large-scale antennas (128 channels) with a transmission rate of more than 4gbps; The non orthogonal multiple access technology (PDMA, SCMA, Musa) proposed by Datang, Huawei and ZTE is expected to become an important technical solution to solve the challenge of 5g massive access; Polar code, mainly promoted by Huawei and other Chinese companies, has become an emmb scenario control channel coding scheme; Datang, Huawei and other Chinese companies promote the demonstration and verification of v2x vehicle networking technology; Datang realizes 5g macro micro cellular collaborative solution in Huairou 5g test network; Datang, Huawei and ZTE have preliminarily completed the testing and verification of network slicing, network function enhancement, service architecture, edge computing, virtualization platform and other technologies in the 5g test of the Ministry of industry and information technology; The service-oriented framework jointly promoted by Chinese companies such as China Mobile is composed of 5g core network control plane architecture.

With the development of mobile communication industry, the communication market has surpassed PC and become a global semiconductor application market. Therefore, the development of the fifth generation communication technology will inevitably have a great impact on the chip industry. Chen Shanzhi believes that 5g deployment and application will bring deterministic development opportunities to the 5g chip industry, and the three scenarios will give birth to different types of terminal chips. "In the 5g era, terminal types include enhanced mobile broadband (emmb) terminals, mass machine communication (mmtc) terminals and ultra-high reliability and low delay communication (urllc) terminals. Different types of terminals have different needs, and technologies with different characteristics will lead to different development routes."

As the computational complexity and energy efficiency requirements will be greatly improved, Chen Shanzhi judged that the 28nm process will not be able to support 5g emmb chip. He said that in the early stage of 5g pre commercial, 14 / 16 nm process will play a phased role. After 2020, mainstream commercial chips will be switched to 10 or 7 nm. "The design cost of 16 / 14 nm and 10 nm process chips is 3 times and 6.6 times that of 28 nm process respectively, which forces the rigid threshold for the shipment of embB chips, and the concentration of chip industry will be further improved (at present, the global market share of the top five 4G chip Enterprises has reached 95%) For the market prospect of emmb terminal chip, Chen Shanzhi concluded that the previous oligarchs will have cumulative advantages.

The performance requirements of urllc terminals are extremely high. At present, the processing delay of 4G LTE / LTE-A is 1 millisecond, but the delay of urllc terminals is much less than 1 millisecond, such as 200 microseconds or less. It is very different from consumer chips in reliability, fault tolerance, security and life cycle. "Different industries have different needs, so using customized modules will be the general trend of urllc terminals, but it will face the contradiction between market scale and customization cost."

The situation of mmtc terminal chip is different. It is characterized by large quantity, wide range and many kinds, but its application is fragmented. In the application of interconnection of all things, ultra long standby is a common demand, which usually requires mmtc to work for several years under the condition of battery power supply, which poses a severe test for the low-power design of the chip. Chen Shanzhi is also very optimistic about the application prospect of mobile communication in the Internet of things. "The standard competition situation has gradually become clear. In the competition with Lora, sigfox and other machine communication standards, nbiot and EMTC will occupy the mainstream."

5g industry has a huge scale and broad chip market prospects, "The three application scenarios will open the era of interconnection of all things. There is a strong demand for RF chips, baseband chips and other MEMS related chips. 5g will also promote the rapid development of industries such as the Internet of vehicles and drive the growth of demand for automotive chips and Internet of things terminal chips. China's' 5g lead 'has entered the second stage of testing and has the conditions to catch up in chips." However, Chen Shanzhi also stressed the existing challenges when summarizing, "the contradiction between high input and shipment of emmb chips, the contradiction between chip customization and application fragmentation in the industrial application market, the lack of accumulation of 5g high-frequency technology, and how to meet the security requirements of industry, Internet of vehicles and other fields are all existing challenges."