Chiplet is regarded as the era of large computing power "lifesaving straw"
Recently, 12 Japanese automakers, parts manufacturers and five semiconductor
companies formed the "Automotive Advanced SoC Research (ASRA)" alliance, aims to study the production of more
efficient automotive processor chips through Chiplet (small chip) technology.
Automotive chip manufacturing links, and involves a number of enterprises and suppliers, it is difficult to form a unified Chiplet standards and technology routes like the consumer electronics industry. Therefore, the independent automotive Chiplet research alliance is not common, the establishment of Japan's automotive Chiplet research alliance, in the end for what?
Use Chiplet to establish a "moat".
Japan's automotive Chiplet Research Alliance can be described as a strong lineup.
ASRA official website shows that the alliance consists of Toyota, Nissan, Honda, Mazda, Subaru, Denso and
Panasonic Automotive Electronics and other 12 head of Japan's automotive enterprises and automotive parts and
components companies, and Renesas Electronics, Cadence, Synopsys Technology, MIRISE Technologies, Socionext, and
five leading semiconductor companies. The alliance lineup gathered almost all of Japan's head of the car
companies and automotive suppliers, but also includes many international head of the semiconductor
manufacturers.
Core Mou research director Zhang Binlei told China
Electronic News reporter, in the traditional fuel car era, the Japanese auto industry is in a leading position.
However, with the gradual development of automation and electrification, the value of semiconductor technology
in the automobile has become more and more prominent. With the advantages in semiconductor, the United States
chip companies have gradually become the field of automotive intelligence "leader". In order to establish a
relatively independent automotive chip system, Japanese car companies and parts manufacturers and international
head of semiconductor manufacturers set up the alliance, and will be the focus of technology locked in the
Chiplet.
Saidi consultant analyst Deng Chuxiang that, at present, the
Japanese ASRA alliance development model may be led by the car companies, in mainstream models in collaboration
with semiconductor companies and parts suppliers to jointly carry out the Japanese automotive chip in the test
and development, application validation, batch application and other work, and gradually enhance the Japanese
domestic automotive chip in the automobile, especially in the field of new energy vehicles, the proportion of
the application.
It is not difficult to see, this Japan
brings together all kinds of "heroes" to establish the automotive Chiplet Research Alliance, is in order to
build up their own "moat" in the era of electric vehicles.
At the same
time, with the continuous development of automotive electrification, intelligent, automotive chip technology has
become more and more "specialized". Zheng Li, CEO of Changdian Technology, said that today, a car has been
equipped with thousands of chips, more than 90% of the innovation of automotive technology is chip innovation.
Therefore, many automotive chip manufacturers have begun to recognize the importance of establishing
automotive-grade production lines. In the future, for automotive chips, there is a need for production and
research bases for dedicated lines and factory management.
Therefore, a separate automotive Chiplet
research alliance or interconnection standards and other platforms can provide more comprehensive and more
technical support and guidance for the automotive industry and promote the further development of the automotive
chip industry. Deng Chuxiang told the China Electronic News reporter that the number of advanced process
automotive chip suppliers will gradually decrease due to the exponential growth in the development cost of
advanced process chips. In order to ensure the stability of the automotive chip supply chain, the future of the
automotive industry for Chiplet demand will also increase. The establishment of an independent automotive
Chiplet research alliance will not only help to enhance supply chain stability and promote industry technology
advancement, but also facilitate industry synergy.
"The establishment
of a separate automotive Chiplet research alliance will also help promote the standardized development of
automotive Chiplet technology, thereby reducing development and production costs, improving production
efficiency, and enhancing compatibility while ensuring product quality." Deng Chuxiang said.
Chiplet is regarded as a "life-saving straw" in the era of big computing power.
With the increasing degree of automobile intelligence, the self-driving chip has
begun to move towards the era of large computing power and new architecture. In order to enhance the computing
power and data processing capacity of the car chip, the car chip has also begun to use advanced processes. Last
year, the industry's first intelligent cockpit 5nm chip - Qualcomm Snapdragon 8295 also began to officially "on
board". At the same time, Nvidia, Intel, MediaTek and other high-performance computing players are paying close
attention to the research and development of automotive chips below 7nm.
When the chip process iteration to 5nm, 3nm, the cost and difficulty of process
technology development has increased dramatically. Many chip makers, unable to share R&D costs through
large-scale applications like NVIDIA and Qualcomm and other leaders, have turned their attention to Chiplet
technology.
Chiplet's technology path has
significant advantages over advanced process chips in terms of R&D investment and production investment,
helping to reduce costs and accelerate time-to-market. It is understood that under Chiplet's system-level
architecture design, combined with 2.5D/3D stacking and other advanced packaging technologies, the chip
manufactured using 10nm process can achieve a comparable level of integration with the 7nm chip. This is due to
the Chiplet technology can be originally a complex SoC chip, from the design of different functional units in
accordance with the decomposition, and then for each unit to choose the appropriate process technology, and then
through the advanced packaging technology will be interconnected with each other, like "Legos" as packaged into
a complete chip.
As a result, the automotive industry has begun to pay
close attention to Chiplet technology to reduce hardware costs, improve design flexibility and accelerate
time-to-market. With the development of the automotive industry and technological advances, Chiplet architecture
is expected to be more widely used in the field of automotive chips.