2020 is destined to be an extraordinary year. The sudden outbreak of the new crown epidemic disrupted our normal study, life and work, and also caused a huge impact on the global economy. At the same time, “new infrastructure” has been frequently screened this year and has become a “hot word” in China’s economy.
On April 20, the National Development and Reform Commission for the first time clarified the scope of new infrastructure, including information infrastructure, integration infrastructure, and innovation infrastructure. On May 22, the “new infrastructure” was officially written into the government work report. The “Report” proposes: “Strengthen the construction of new infrastructure, develop a new generation of information networks, expand 5G applications, build charging piles, promote new energy vehicles, stimulate new consumer demand, and help industrial upgrading.” “Infrastructure” mainly includes seven major fields: 5G infrastructure, UHV, intercity high-speed railway and urban rail transit, new energy vehicle charging pile, big data center, artificial intelligence, industrial Internet.
Recently, “Application of Electronic Technology” invited a number of semiconductor manufacturers with a wide range of representatives to review 2020 and look forward to 2021 on the topic of “new infrastructure”!
Ms. Dong Hua, Vice President of Sales and Supplier Management, Avnet China
The “New Infrastructure” strategy brings once-in-a-lifetime development opportunities to the semiconductor industry
Ms. Dong Hua, Vice President of Sales and Supplier Management of Avnet China, said: “The semiconductor industry is the cornerstone of the development of modern society. All fields involved in the new infrastructure are inseparable from the support of semiconductor, a fundamental and leading industry.”
The new infrastructure mainly includes three aspects: information infrastructure, integrated infrastructure and innovative infrastructure construction, which specifically cover 5G, industrial Internet, artificial intelligence, big data, intelligent transportation infrastructure, and smart energy infrastructure, etc. important application areas.
With the in-depth advancement of new infrastructure and the continuous release of digital dividends, industries such as 5G communications, UHV, intercity high-speed railways, new energy vehicle charging piles, big data centers, artificial intelligence, and industrial Internet of Things will accelerate their rise. Bringing once-in-a-lifetime development opportunities to the semiconductor industry.
“New infrastructure” needs continuous investment, Avnet plans to expand key teams
Dong Hua said that the core concept of new infrastructure is technological innovation, enabling new technologies to empower all walks of life and inject new momentum into economic development. Driven by the demand for new infrastructure, applications including 5G networks and 5G mobile phones, industrial automation, robotics applications, IoT and smart IoT, and new energy vehicles will usher in huge business opportunities.
Avnet actively pays attention to the investment direction encouraged by government policies, and then cooperates with the original factory to select competitive products and mainly promote them to the target market. China’s new infrastructure policy has also attracted the attention of the original factory. Avnet seized the major development opportunities brought by the “new infrastructure” and quickly created synergy with the original factory. Avnet’s R&D and marketing departments have conducted in-depth analysis of new infrastructure industry applications and business prospects. Since many applications span multiple product lines, Avnet has also intensively arranged business training for sales personnel to help them improve their understanding of the target market. understanding and service capabilities. It is particularly worth emphasizing that new infrastructure requires continuous investment. Avnet has also predicted the expected increase in the number of customers and business scale, and has corresponding expansion plans for the sales and R&D departments, especially the FAE/product engineer team. Avnet is good at providing customers with technical value-added services and overall solutions. This part of the investment is especially important for its original factories and customers.
5G applications have a huge pulling effect on the semiconductor industry
According to Dong Hua’s analysis, 5G is the leader of new infrastructure. The government’s strong support for 5G networks has provided a broad space for many 5G-based applications, such as the Internet of Things, big data, AI, Internet of Vehicles, and smart cities. And application scenarios such as autonomous driving will accelerate in the 5G environment, driving the market demand for electronic components, which will have a huge pulling effect on the semiconductor industry.
Avnet is“New Infrastructure”Layout in specific areas
Avnet has deployed in seven major fields including big data centers involved in “new infrastructure”, charging piles for new energy vehicles, industrial Internet of Things, artificial intelligence, intercity rail transit, UHV, and 5G base station construction. Dong Hua said: “In the future, Avnet will continue to deploy, provide support to customers in key areas of new infrastructure, help them design cutting-edge high-tech products and bring them to market quickly.”
·artificial intelligence
Taking artificial intelligence as an example, the AI inference market including data center inference and edge inference is growing significantly. Based on this trend, Avnet has joined hands with very important partners in the industry to launch an artificial intelligence development platform with low The characteristics of latency, high performance, high flexibility and high scalability allow customers to freely develop their own products, which are efficient, fast and easy to use. Based on this development platform, Avnet has also launched an edge AI server, which achieves scalability in terms of architecture, can perform critical low-latency analysis at the edge, and has great advantages in speed and power consumption. An AI solution with the fastest speed and lowest power consumption in the industry.
At the same time, in response to the rapid growth of the inference market, Avnet also signed a cooperation agreement with Mipsology, an innovative company in the field of AI software, through their breakthrough in-depth learning inference acceleration solutions, to help customers directly use GPU solutions in FPGAs. on the programmed device. To sum up, based on Avnet’s AI development platform, servers and Mipsology’s deep learning inference solutions, downstream customers can get a complete set of AI solutions, including hardware, software, system integration, application development, and design chain support. On the one hand, the cycle of product design and application landing has been greatly accelerated.
5G
In terms of 5G, Avnet not only provides supply chain support for the construction of the entire 5G network, but at the same time, in order to cope with the rich application scenarios spawned by the 5G network, in addition to providing a development platform, Avnet also launched a 4-inch fully integrated software and hardware. *5-inch 5G module, integrated with processing chip, RoF analog interface, etc., which is convenient for customers to quickly implement landing applications.
·Industrial Internet of Things
In terms of the Industrial Internet of Things, Avnet and Microsoft have jointly launched the IoTConnect solution, which is based on the PaaS (Platform as a Service) model, which supports device communication, management, data storage, and the use and creation of the entire application. Have strong network security protocols. Through IoTConnect, users can realize end-to-end connection, and manage, store, process, monitor, security and other services from cloud to end.
According to Dong Hua, in addition to AI, 5G, and the Industrial Internet, Avnet has been deploying high-speed rail, power grids and other fields very early to accurately understand the actual needs of customers, explore and research with customers, and accompany customers throughout the design supply chain to help customers. Solve supply chain problems.
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