RISC-V城市“新星”珠海，凭场景创新能否突围？

Core Insights - RISC-V is rapidly emerging as a key player in the semiconductor industry, with projections indicating a market penetration rate of 25% for RISC-V-based chip solutions by 2025 and an expected unit count exceeding 20 billion by 2031, generating IP revenues of $2 billion [1] - The overall market penetration of RISC-V is anticipated to surge from 2.5% in 2021 to 33.7% by 2031, covering various industry sectors [1] - Zhuhai is positioning itself as a significant hub for RISC-V technology, transforming the entire city into a "testbed" for RISC-V applications [1][2] Zhuhai's Strategic Initiatives - Zhuhai has established the RDSA industry alliance, the world's first DSA (Domain-Specific Architecture) innovation cooperation organization based on RISC-V, to foster collaboration among leading companies and institutions in the semiconductor sector [2] - The city is developing a national-level RISC-V ecological innovation center, the Guangdong-Hong Kong-Macao Greater Bay Area RISC-V Open Source Ecological Development Center, to enhance its industrial ecosystem [3] - Zhuhai's semiconductor industry is robust, with a revenue of approximately 18.49 billion yuan in 2024, ranking third in the province and showing a year-on-year growth of 16.1% [4] Ecosystem Development - The city is focusing on integrating industrial innovation, technological advancement, and application scenario innovation to create a modern industrial system with distinct Zhuhai characteristics [4] - Zhuhai is actively promoting the development of various cutting-edge sectors, including brain-like intelligence and low-altitude economy, to seize future industrial opportunities [5] - The RISC-V architecture is seen as a critical technology direction supported by national policies, particularly in the context of emerging industries [5] Scene Innovation as a Competitive Edge - Zhuhai is leveraging its integrated circuit industry foundation and talent pool to establish RISC-V as a core driver of new productivity [6] - The city has opened over 20 high-value urban application scenarios to facilitate the practical implementation of RISC-V technology [6] - The approach of "demand-driven technology, technology feeding back to scenarios" is being adopted to create a virtuous cycle in the RISC-V ecosystem [7] Collaborative Efforts and Future Outlook - The collaboration among innovation hubs like Beijing, Xiong'an, Zhuhai, Suzhou, and Chengdu aims to promote RISC-V technology in various applications, including smart connected vehicles and data centers [8] - RISC-V is positioned as a key force in reshaping the global semiconductor landscape, particularly in the AI era, with expectations of significant growth in chip shipments by 2030 [9] - The establishment of strategic partnerships, such as the one between the China Electronics Standardization Institute and the Brazilian Semiconductor Industry Association, aims to enhance global interoperability within the open-source ecosystem [10]