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胡伟武:2035年龙芯要打进CPU世界三强
2 1 Shi Ji Jing Ji Bao Dao· 2025-11-18 09:52
Core Viewpoint - The article emphasizes the ambition of Loongson Technology to challenge the dominance of X86 and ARM architectures in the Chinese CPU market, aiming for a competitive landscape by 2035 with its own LoongArch architecture [1][10]. Company Overview - Loongson Technology, led by Hu Weiwu, has been a key player in China's independent CPU development since 2001 and is now publicly listed on the STAR Market [1][3]. - The company has made significant technological advancements, including the development of its own instruction set architecture, LoongArch, and various CPU and GPGPU technologies [2][5]. Financial Performance - Recent financial reports indicate that while revenue is growing due to increased R&D investment, profitability is under pressure [2][12]. - The company has historically been profitable from 2015 to 2022, with losses being an exception due to increased R&D efforts and workforce expansion [12]. Technological Advancements - Key technological milestones include the launch of the LoongArch instruction set, the 3A6000 desktop chip, and the integration of GPGPU cores into their products [3][4][11]. - The 3A6000 chip is reported to match the performance of Intel's 11th generation Core processors, showcasing significant advancements in single-core performance [3][11]. Market Strategy - Loongson's market strategy involves expanding from PC applications to server and industry applications, leveraging its cost-performance advantages [6][9]. - The company aims to penetrate open markets and has plans for international expansion, particularly in countries involved in the Belt and Road Initiative [6][9]. Competitive Landscape - The company faces challenges in building a software ecosystem to support its architecture, with a focus on compatibility with existing applications [7][8]. - Loongson differentiates itself from competitors by relying on self-developed technologies rather than licensing from foreign firms, which can incur additional costs [9][10]. Future Outlook - The company aims to establish a competitive position alongside Intel and ARM by 2035, with a focus on achieving a balanced ecosystem and technological independence [13][14]. - The goal is to create a third viable architecture in the CPU market, reducing the gap in scale with existing giants [14].