Here is "Conductive Headlines", I am He Shengjun.
Today is the 8th issue of the column "Conductive Headlines". This week, we will continue to focus on the future trends that Foxconn has studied to provide you with knowledge services related to electronic intelligent manufacturing.
Last week, we clarified the root cause of Foxconn's focus on three directions: electric vehicles, digital health and robots.
Why Foxconn should focus on these 3 things
This week, let's disassemble why it still needs to layout artificial intelligence, semiconductors and next-generation communications.
01 Artificial Intelligence
Have you ever heard a saying: Real artificial intelligence will come 10 years later . But 10 years have passed, but nothing happened because the bubble that blew up 10 years ago had burst.
Yes, this kind of statement becomes popular every once in a while. Therefore, the academic community calls this phenomenon that is popular from time to time: "artificial intelligence effect".
In fact, the wave of artificial intelligence we are currently experiencing is the third time in nearly 70 years.
first started in 1956 and finally in 1974. In this history, human algorithm research has exploded. At that time, a group of engineers were passionate about writing algorithms. So someone proposed a bold idea: Is it possible for us to write algorithms that can simulate the human brain and thus create artificial intelligence?
This wonderful idea shocked the US Department of Defense, and the Department of Defense allocated funds to provide funding. For a time, the three elements of "direction, talent, and funding" were all complete.
It’s a pity, people’s calculations are not as good as heaven’s calculations, and heaven’s calculations can’t surpass them, but the computing power is insufficient . In the 1970s, the most advanced microprocessor was Intel's 4004 processor, and 1,000 such processors were far inferior to an ordinary mobile phone today.
The first wave of artificial intelligence hit Nanshan with "computing power", and people's enthusiasm was extinguished.
The second time began in 1982 and finally in 1987. 8 years later, in the Intel CEO’s office, the famous conversation between Andy Grove and Moore has happened, and the entire microprocessor ecosystem is developing rapidly in accordance with Moore’s law. The stop point of
computing power was broken, but people soon discovered that another roadblock was on the road to success. What are their advantages this time?
Today, we know that artificial intelligence needs data to feed and train, but in the 1980s, where was there any big data? Where is there any database? Without the support of big data and databases, it is like locking a baby in a glass room. Even if he is given enough food and a comfortable environment, he will never have the intelligence of ordinary people today.
So, the second wave of artificial intelligence is a failure.
The third time began in 1997 and developed to today's Weiyang. This time, humans have collected three magic stones, namely algorithms, computing power, and big data, and are challenging the giant dragon of artificial intelligence.
In 1997, "Deep Blue" defeated Kasparov, the strongest chess master of human beings; in 2016, "Alpha Dog" defeated human Go champion Lee Sedol. Artificial intelligence is creating iconic events that shock the world at a speed visible to humans at the naked eye.
So, it is right for the time to lay out artificial intelligence at this time. Because, the future has come.
02 Semiconductor
Semiconductor is not a new thing, and semiconductors may not be a value depression in other countries or regions, but semiconductors are indeed a bonus trend that does not give in to China in the 2020s. Two reasons:
No. 1, China has the world's largest semiconductor consumer market.Why is it China, not India? Isn’t India’s population almost overtaken China? Before answering these two questions, we need to understand what is a requirement?
The so-called demand does not mean that I need something, but that demand refers to the need for people to be willing and able to purchase a specific product of at various possible prices in a certain period.
Please note here that not only will, but also the ability to buy is the demand.
India has a lot of population, but India's per capita GDP in 2021 is only US$2,277, while China's per capita GDP during the same period was US$12,551, close to 6 times. Therefore, it is a consensus that China has the world's largest semiconductor consumer market.
No. 2, China has a strong demand for domestic substitution. In addition to the national sentiment of the rise of national trends, the Chip Act signed by the United States also objectively forces suppliers in the industrial chain to give priority and choose materials, components and equipment that can achieve domestic production as much as possible.
Because only in this way can the supply chain be safe to the greatest extent and not be choked. Therefore, based on the need to not be choked, the demand for domestic semiconductor replacement will be very strong in recent years or even in more than ten years.
03 Next generation communication
What is next generation communication? Simply put, it is 6G.
The metaverse is already very hot now, but The metaverse is just an application. In the future, it will support the transmission of huge amounts of information such as holographic images and virtual reality. 6G is its infrastructure.
Huawei rotating chairman Xu Zhijun believes that the research on 5G technology will end in 2019, and the research team will think about the next generation of communications, that is, how wireless technology will develop in the 6G era. And by "Around 2028-2030, 6G will be as lively as 5G now. This is the law of the industry."
So, today in 2022, we have seen that the demand on the application side has gradually fermented, and we can see that 6G is a certain future that will inevitably come.
Since this is the case, to plan for the next generation of communications, station the place where the air inlet is coming in advance, and when the air outlet comes, it has the capacity to carry it, then anyone has a relatively high chance to fly.
I believe this encounter is just the beginning of our mutual achievements, because all the cultivation in life is just to meet you at a higher place.
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