Core Insights - The RISC-V International Open Source Laboratory (RIOS) officially launched its high-performance open-source RISC-V processor IP core "OpenRio" at the 27th China International High-tech Achievements Fair, marking a significant milestone for the lab and providing a high autonomy open "core" foundation for domestic operating system ecosystems [1][3] Group 1: Industry Context - The global computing technology landscape is undergoing profound restructuring, with the RISC-V instruction set rapidly transitioning from embedded systems to high-performance computing applications [3] - The traditional ARM architecture is facing challenges in balancing performance and cost, particularly as the costs of high-end mobile core components continue to rise, putting significant pressure on terminal manufacturers [3] Group 2: Product Features and Benefits - OpenRio is a high-reliability IP core that has undergone multiple rounds of verification and is ready for mass production, featuring comprehensive support for domestic operating system frameworks and compatibility with mainstream EDA tools [5] - The open-source model of OpenRio is expected to attract global developers, significantly lowering the design threshold for chips and injecting critical momentum into the RISC-V industrialization [3][5] Group 3: Strategic Importance - The launch of OpenRio provides a crucial common technology foundation for the deep integration of the international open-source RISC-V instruction set with domestic operating systems, addressing long-standing supply issues for high-performance, low-cost core components in the domestic operating system ecosystem [4] - RIOS aims to build an open-source REPO platform to create a CPU IP open-source foundation, providing unified standards and reference implementations to support continuous and reliable technology supply for the industry [5] Group 4: Future Plans - Shenzhen Qianhai will be the first to pilot the application of OpenRio, with RIOS planning to collaborate with more partners to create a win-win situation through IP licensing, technical cooperation, and scenario co-construction [5] - RIOS will continue to deepen its open-source strategy and collaborate closely with domestic operating system ecosystems like OpenHarmony to contribute to the security and self-reliance of digital infrastructure [5]

Core Viewpoint - The launch of the OpenRio high-performance open-source RISC-V processor IP by the RISC-V International Open Source Laboratory (RIOS) marks a significant milestone in the development of domestic semiconductor IP in China, addressing the low localization rate of semiconductor IP and providing a foundation for the domestic operating system ecosystem [1][4]. Group 1: Market Context - China is one of the largest chip consumption markets globally, but the localization rate of semiconductor IP remains low [1]. - The global semiconductor design IP market is projected to reach $8.4916 billion in 2024, a 20.2% increase from $7.0625 billion in 2023, with strong growth in wired interface IP and processor IP, which grew by 23.5% and 22.4% respectively [2]. - The global IP market is highly concentrated, with the top four suppliers (ARM, Synopsys, Cadence, Alphawave) holding approximately 75% of the market share [2]. Group 2: Competitive Landscape - The current global chip IP market is dominated by a few giants, but the landscape is changing due to trends like AI and Chiplet technology [2][3]. - ARM, while leading in mobile device CPU IP, faces challenges from a slowing smartphone market and competition in the AI and high-performance computing sectors from Synopsys and Cadence [2][3]. - RISC-V, as an open-source instruction set architecture, is emerging as a third mainstream architecture alongside x86 and ARM, appealing to global innovators and posing potential challenges to existing giants [3]. Group 3: RIOS and OpenRio - The OpenRio IP core is designed to fill the gaps in ARM's product line and supports domestic operating systems, offering a "zero licensing cost, high-efficiency starting point" for small and medium-sized manufacturers and developers [4]. - RIOS laboratory aims to accelerate the integration of domestic operating systems and chips, providing a common technological foundation for the deep integration of international open-source RISC-V instruction sets and domestic operating systems [5][6]. - OpenRio is a high-reliability IP core that has undergone multiple rounds of verification and is compatible with mainstream EDA tools, making it suitable for key areas such as smart homes, industrial control, and automotive electronics [6]. Group 4: Future Prospects - RIOS plans to build an open-source REPO platform to create a CPU IP open-source foundation, aiming to provide continuous and reliable technological supply for the industry [6]. - The Shenzhen Qianhai area will be the first to pilot the application of OpenRio, with RIOS collaborating with more partners to create a win-win situation through IP licensing, technical cooperation, and scenario co-construction [6].