In Guangzhou's "12218" modern industrial system, ultra-high-definition video, new displays, semiconductors and integrated circuits are among the 15 strategic industry clusters. Several leading enterprises in Guangzhou are demonstrating strong capabilities in fields such as new displays and integrated circuits.
"One in every three LCD TVs worldwide uses a master control boardfrom CVTE," said Duan Yu, Chief Strategy and Resource Officer of Guangzhou Shiyuan Electronic Technology Company Limited (CVTE). Since its founding in 2005, CVTE has grown into a "chain leader" in Guangdong's ultra-high-definition display industry. In education digitalization, CVTE's self-developed Seewo Teaching Modelpowers smart classrooms, covering over 81% of primary and secondary schools in China with functions such as "AI Lesson Planning" and "AI Class Report Analysis." "The Seewo Classroom Intelligent Feedback System has been deployed in more than 5,000 schools, generating over 180,000 classroom reports to help young teachers improve teaching quality," said Liu Xiaoxiang, Director of the Software Platform at CVTE Future Education Group (Seewo).
For a long time, China has relied on imports for high-end MEMS sensors. Guangzhou Aosong Electronics Co., Ltd.(Aosong) has built a complete industrial chain covering material R&D, chip design, packaging and applications, filling the gap in the domestic market. "Up to now, we have mass-produced more than 40 types of intelligent sensors, with our capacitive temperature and humidity sensors holding nearly 100% market share in China," said Chen Xinzhun, Deputy General Manager of Aosong. The company is constructing an 8-inch MEMS chip factory, set to commence production by mid-year with a monthly production of 20,000 chips.
As Guangdong's first 12-inch chip mass-production platform, CanSemi Technology Inc (CanSemi) has invested over 30 billion yuan, with its capacity ramping up to 80,000 wafers per month. "The development of AI large models demands higher chip processing and storage capabilities. CanSemi is actively developing AI edge chips for fields like robotics and smart terminals," said Chen Wei, president of CanSemi. The company has also collaborated with universities to incubate over 120 patents and cultivate more than 300 semiconductor talents annually to strengthen the talent pipeline for the industry.
Source: Lingnan on the Cloud
探寻广州“屏”实力与“芯”势力
广州“12218”现代化产业体系中，超高清视频与新型显示、半导体与集成电路跻身15个战略性产业集群之列。广州多家前沿企业在新型显示与集成电路领域展现出强劲的“屏”实力与“芯”势力。
“全球每3台液晶电视，就有1台采用视源的主控板卡。”广州视源电子科技股份有限公司（视源股份）首席战略资源官段宇表示，自2005年成立以来，视源股份已发展为广东超高清视频显示产业的“链主”企业。在教育信息化领域，视源自主研发的希沃教学大模型赋能智能课堂，覆盖全国超81%的中小学，提供“AI备课”“AI课堂报告分析”等功能。“希沃课堂智能反馈系统已覆盖超5000所学校，生成超18万份课堂报告，助力年轻教师提升教学质量。”视源股份未来教育集团（希沃）软件平台总监刘霄翔介绍。
长期以来，我国高端MEMS传感器依赖进口。广州奥松电子股份有限公司（广州奥松）建立了覆盖材料研发、芯片设计、封测与应用的完整产业链，填补国内空白。“目前，我们已量产40余款智能传感器，其中电容式温湿度传感器国产市场占有率接近100%。”广州奥松副总经理陈新准表示，公司正在建设8英寸MEMS芯片工厂，预计年中投产，月产能达2万片。
作为广东最早实现规模量产的12英寸芯片制造平台，粤芯半导体技术股份有限公司（粤芯）已投资超300亿元，具备月产8万片晶圆的能力。“AI大模型发展对芯片处理、存储能力提出更高要求，粤芯正积极布局AI边缘芯片，覆盖机器人、智能终端等领域。”粤芯半导体总裁陈卫表示，公司还联合高校孵化专利超120项，每年培养半导体人才300余名，为行业输送专业力量。
文丨羊城晚报记者李焕坤
图｜受访者提供
译｜盛嘉
英文审校｜林佳岱