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Nvidia CEO Jensen Huang "fired" at Huawei before the GTC conference, questioning the authenticity of its 7nm chips and mocking its difficulty in touching the advanced 3nm process.
As soon as this statement came out, the technology community was in an uproar, and the competition between the two giants escalated. Chip manufacturing process, the focus of technology competition, every nanometer progress is related to the future.
Huang's questioning is not only a commercial competition, but also a prelude to a contest of technological strength. So is this Nvidia CEO's questioning of Huawei fake? Or is it a fear of Huawei's technological advancements?
Huawei's dilemma
Different from Huawei's rapid development in the early years, in the previous period, Huawei's development was much slower than before.
All this starts with the sanctions imposed on Huawei by United States.
In the Sino-US trade war, Huawei was included in the list of Chinese entities sanctioned by the United States authorities. Since then, chip manufacturers led by Qualcomm and Intel have announced that they will no longer provide chips for Huawei.
This makes it impossible for Huawei to continue to use foreign mainstream 7nm chips for mobile phone production.
The importance of chips for mobile phone production is self-evident. It is precisely because of this that this sanction can be called a hit on the nail on the head for Huawei.
According to the United States government's expectations, Huawei itself does not have the strength to produce chips. If nothing else, after Huawei is added to the sanctions list, if it wants to maintain production, it must bow to the United States government.
Just when foreign companies were knocking on wishful thinking, waiting for Huawei to bow their heads to them and pay a large amount of money, this abacus did not expect to fail! Huawei's response surprised everyone.
Huawei did not choose to bow to the United States government, but chose to swim against the current and made a decision that most mobile phone manufacturers did not dare to make.
Huawei chips overtaking in corners
In response to foreign sanctions, Huawei has made a bold judgment.
In the one-year sanctions, Huawei has come to the conclusion that if it does not want to be stuck by foreign companies, it must have its own core technology.
If the chips are not sold to us by foreign countries, then we will make them ourselves! As a result, Huawei embarked on the road of independent chip innovation.
Now, when the outside world is still discussing 7nm, Huawei has directly skipped this process and started to independently develop the 5nm process.
The 7nm chip process is a relatively mature technology in the world, while 5nm has not yet used a precedent, and the development cycle is not clear, so it can be said that investing in 5nm chips is full of risks.
Many people in the industry are not optimistic about Huawei's decision-making, and feel that Huawei is just pretending to be in the face of foreign corporate sanctions.
Huawei directly skipped 7nm and started the research and development of 5nm, which seems to be too big a step in the eyes of many people.
Not to mention the process comparison of 5nm, how much improvement 7nm has, and Huawei's empty window in the field of chip research and development, everyone is not optimistic about Huawei.
But Huawei slapped all those who are not optimistic about Chinese chips in the face through facts.
The emergence of the Kirin 9000 proves that Huawei has the ability to independently develop chips. At the same time, Huawei's technology is constantly evolving.
By the arrival of the Kirin 9010, Huawei's chips have made significant progress in terms of performance, power consumption, and integration.
These chips are not only used in Huawei's own smartphones, but also gradually expanded to other smart devices and communication devices.
Through self-developed chips, Huawei's chip computing power can not only outperform the traditional 7nm, but even surpass NVIDIA's 3nm technology in some specific AI tasks.
Such achievements are enough to prove that Huawei is not afraid of technological blockade from foreign companies.
Behind Huawei's rise
Whether it is NVIDIA's "mocking" behavior, or various speculations and comments from the outside world, it fully demonstrates the fierce competition and complex pattern of today's semiconductor industry.
In this competition, the technical strength of major companies has become the core competitive force, and this competition has far exceeded the simple manufacturing process.
Whether in terms of chip performance, power consumption, stability, etc., major companies have shown strong strength and competitive advantages that cannot be underestimated.
Huawei has made a great breakthrough in chip design, and its Kirin H20 series chips have been widely recognized for their performance and stability, which has further strengthened Huawei's competitive advantage in this regard.
Not only that, Huawei has also made a major breakthrough in the 4nm process technology, and has begun to use such a process technology, which will undoubtedly bring more opportunities and advantages to its future development.
It can be said that the competition in today's semiconductor industry is no longer the previous single manufacturing process and node competition, but is developing in a more diversified and all-round direction.
This is why Nvidia is so jealous of Huawei, because Huawei's progress in chips cannot be described as a kind of corner overtaking.
Traditional chips pay attention to a "process is king", that is, in the chip manufacturing process, more circuits are integrated into less chip area.
In chip manufacturing, the level of process technology directly determines the performance, power consumption, integration and other key indicators of the chip. The so-called "XXnm" is the minimum unit value required for the transistor of the integrated circuit of the chip.
Normally, the research and development of chips is gradual, and only with 10nm technology can we continue to study the integration of 7nm, but Huawei has achieved a kind of technological corner overtaking.
Without mastering the R&D technology of 7nm chips, Huawei directly started R&D and successfully developed the R&D process of 5nm chips!
For the layman, the Huawei chip was born, and it is okay to watch the excitement, but for the insider, the information behind it is very terrifying.
The research and development of chips is not something that designers can do with drawing a drawing. It includes full-chain technologies such as chip design, manufacturing, packaging and testing.
It can be said that the research and development of chips to formal investment is a huge and complex industrial chain. Huawei's ability to independently develop chips is that Huawei has a complete and mature chip industry chain.
It's nothing more than Nvidia's reaction so violently, after all, if this thing is true, it is too terrible for the industry.
Anxious Nvidia
Huang's ridicule of Huawei's Huawei chips, in addition to being a contempt for and suppression of competitors, also hides an anxiety about Nvidia's future global strategy.
The current NVIDIA is undoubtedly the hegemon in the GPU field. AMD and Intel are also only able to get a share of the profits they occupy in the market.
As the hegemon in the global GPU field, Nvidia has always enjoyed the dividends brought by technological leadership, and with the rise of Chinese technology companies such as Huawei, Nvidia's market position has also begun to be challenged.
Nvidia's chips have a huge advantage in the field of graphics processing, and most personal computers now use Nvidia's graphics cards.
Attentive readers may have discovered why a company whose main field is computer graphics chips is so afraid of the rise of Huawei? Because the world of the future will be the world of mobile.
It is true that NVIDIA's position in the field of computer graphics cards is unshakable, but as the installation rate of personal computers decreases, graphics card sales will also be affected, which will naturally damage NVIDIA's turnover.
Although chips are not only used for graphics cards, large-scale server floating-point operations, as well as industrial-grade image processing, all require NVIDIA GPUs.
However, under the trend of miniaturization of smart devices in the future, it is difficult to say whether NVIDIA can maintain its current advantages.
NVIDIA has the world's highest chip integration technology, but on the contrary, highly integrated chips bring huge heat dissipation and power consumption requirements. This is also the reason why Nvidia graphics cards are getting bigger and bigger.
In this way, Nvidia's fear of Huawei can be explained. After all, Huawei comes from the field of mobile phones, and it can be said to have a unique advantage in terms of chip miniaturization.
Similarly, Huawei's current progress in chips can be described as a breakthrough, and it continues to launch competitive chip products.
Nvidia, on the other hand, has become too dominant in the market and its competitors are weak, which has slowed down the pace of technological innovation and focused on marketing.
So we can see that every year NVIDIA's press conference is getting cooler and cooler, but the chip has always been 7nm without progress, and recently this year has also come up with 7nm+, which is not an upgraded product that is not progress, to fool consumers.
Not to mention Huawei's outstanding performance in the field of AI. In the field of AI, everyone is on the same starting line, and traditional companies such as NVIDIA and Intel do not have much advantage over Huawei.
Although the performance of AI also depends on the chip, but more importantly, its algorithm model, Huawei relies on a huge user group, has a large number of data sources, in the establishment of AI algorithms, has a huge advantage that NVIDIA does not have.
The market is like a boat against the trend, and if you don't advance, you will retreat. In the face of a menacing competitor like Huawei, traditional technology companies such as Nvidia do not pay attention to it, and they will definitely lose completely.
Epilogue:
As a Chinese company, Huawei's development path can be described as full of obstacles.
Whether it is in the field of 5G or chips, doubts about Huawei are still endless, but Huawei can always go against the current with doubts and come up with achievements to surprise those doubters.
For consumers, what we want is not a technology concept with bells and whistles, but a technology product that is actually easy to use. And Huawei happens to be such a company.
At the moment of increasingly fierce market competition, people are more and more obsessed with various concepts brought by capital, but ignore that the fundamental survival of enterprises lies in scientific and technological innovation.
In the impetuous present, Huawei's story may bring some enlightenment to people.
Resources
United States Nvidia ridiculed Huawei 7nm as a "fake", computing power was surpassed, Huang Jenxun publicly mocked - fawn talk three farmers
Nvidia is in a hurry! Huang Jenxun publicly ridiculed Huawei's 7nm chip as a "fake" and was slapped in the face! - What to write and what to read
What does 7nm and 5nm mean for chips? Why is this metric so important? Teacher Fu late at night 2021-03-27
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