
English: 
Welcome to Zero Zero Media
To ensure that you can receive updates to this channel as soon as possible
Please also subscribe and click on the little bell on the right
In the past few months
The U.S. ban on Huawei continues to increase
TSMC cuts supply to Huawei is a foregone conclusion
Kirin 9000 will become out of print, leaving the technology circle at a loss
This confusion has also continued to the artificial intelligence industry
Huawei HiSilicon smart security chip Hi3559AV100 channel
The unit price has reached 3000 yuan without tax
Very little inventory left
The best scenario in this artificial intelligence landing
Security industry
Affected by TSMC's supply cut to Huawei
HiSilicon Artificial Intelligence
Security chips Hi3559, Hi3519 and other series of artificial intelligence chips are out of stock

Chinese: 
欢迎收看零零传媒
为保证您能第一时间收到本频道的更新
还请您订阅并点击右边的小铃铛
在过去的几个月里
美国对华为的禁令不断加码
台积电断供华为已成定局
麒麟9000将成为绝版令科技圈一片茫然
这种茫然也延续到了人工智能行业
华为海思智能安防芯片Hi3559AV100渠道
单价已达到3000元未税
库存所剩无几
在这个人工智能落地最佳场景
安防行业
受台积电断供华为影响
海思人工智能
安防芯片Hi3559、Hi3519等系列人工智能芯片已经缺货

Chinese: 
歡迎收看零零傳媒
為保證您能第一時間收到本頻道的更新
還請您訂閱並點擊右邊的小鈴鐺
在過去的幾個月裡
美國對華為的禁令不斷加碼
台積電斷供華為已成定局
麒麟9000將成為絕版令科技圈一片茫然
這種茫然也延續到了人工智能行業
華為海思智能安防芯片Hi3559AV100渠道
單價已達到3000元未稅
庫存所剩無幾
在這個人工智能落地最佳場景
安防行業
受台積電斷供華為影響
海思人工智能
安防芯片Hi3559、Hi3519等系列人工智能芯片已經缺貨

Chinese: 
价格最高被炒到了十几倍
智能安防被认为是当下人工智能技术落地的最佳场景
现在这一通向未来智能物联网世界的快车道
遭遇到突如其来的黑天鹅 交通卡口的摄像机瞬间智能识别车牌行人
上班门口刷脸机0.1s识别人脸进行打卡、跨域人工智能摄像机仅用几十分钟就找到失踪老人
这些大家越来越习以为常的智能场景，没有一个不依赖人工智能芯片，或者说海思芯片
很多人都知道海思是为华为供给麒麟
巴龙等芯片的幕后英雄
而安防芯片则是华为向外销售的最成功的芯片方向
可以这么说
在人工智能芯片领域的领头羊无疑是英伟达、英特尔
而在安防芯片市场
中国的就是世界的
海思可以说碾压对手，占据安防市场超70%市场份额

Chinese: 
價格最高被炒到了十幾倍
智能安防被認為是當下人工智能技術落地的最佳場景
現在這一通向未來智能物聯網世界的快車道
遭遇到突如其來的黑天鵝交通卡口的攝像機瞬間智能識別車牌行人
上班門口刷臉機0.1s識別人臉進行打卡​​、跨域人工智能攝像機僅用幾十分鐘就找到失踪老人
這些大家越來越習以為常的智能場景，沒有一個不依賴人工智能芯片，或者說海思芯片
很多人都知道海思是為華為供給麒麟
巴龍等芯片的幕後英雄
而安防芯片則是華為向外銷售的最成功的芯片方向
可以這麼說
在人工智能芯片領域的領頭羊無疑是英偉達、英特爾
而在安防芯片市場
中國的就是世界的
海思可以說碾壓對手，佔據安防市場超70%市場份額

English: 
The highest price has been fired more than ten times
Intelligent security is considered to be the best scenario for the implementation of artificial intelligence technology
Now this is the fast lane leading to the world of future smart IoT
The camera that encounters the sudden black swan traffic bayonet intelligently recognizes pedestrians on the license plate instantly
The face-swiping machine at the door to work recognizes the face and punches the card in 0.1s, and the cross-domain artificial intelligence camera finds the missing old man in just tens of minutes
None of these smart scenes that everyone is more accustomed to do not rely on artificial intelligence chips, or HiSilicon chips
Many people know that HiSilicon is supplying Kirin to Huawei
The hero behind the chip like Barong
The security chip is the most successful chip direction that Huawei sells.
you could put it that way
The leaders in the field of artificial intelligence chips are undoubtedly NVIDIA and Intel
And in the security chip market
China is the world
HiSilicon can be said to overwhelm opponents and occupy over 70% of the security market

English: 
The production of chips such as Hi3559A will be affected or even stopped due to the interruption of TSMC
And the corresponding alternative products basically don’t have
There are currently speculation in the market
Someone hoards goods to avoid danger
Some people stock up and speculate the price, the only basis is
The news that TSMC will not give Huawei OEM
But currently for three security companies
Hikvision
Dahua shares
Univision Technology’s supply is not affected
In fact, part of it is still under control
The other part is that some channel vendors are speculating on high-end and low-end explosions
The supply of these two parts of the chip is very tight
The relevant person of HiSilicon only said that it was a market speculation, and did not answer whether it would stop production
in short
Is there any discontinuation of the Hisilicon security chip?
There is no quasi-trust in the security circle
But out of stock, it must exist
This chip has undoubtedly caused anxiety or confusion in the industry

Chinese: 
Hi3559A等芯片的生產會因為台積電斷供而受到影響甚至停產
而且對應的替代產品基本沒有
目前市場有人炒概念
有人囤貨避險
有人囤貨炒價格，唯一基於的就是
台積電不給華為代工這一消息
但是目前給三家安防企業
海康威視
大華股份
宇視科技供貨沒影響
實際上一部分還是可控之中
另外一部分是部分渠道商在炒高端和低端爆款
這兩部分芯片供貨很緊張
海思相關人士只表示是市場炒作，未就停產於否作答
簡而言之
關於海思安防芯片有沒有停產
安防圈內也沒有准信
但缺貨，肯定是存在的
這款芯片無疑引起了行業的焦慮或茫然

Chinese: 
Hi3559A等芯片的生产会因为台积电断供而受到影响甚至停产
而且对应的替代产品基本没有
目前市场有人炒概念
有人囤货避险
有人囤货炒价格，唯一基于的就是
台积电不给华为代工这一消息
但是目前给三家安防企业
海康威视
大华股份
宇视科技供货没影响
实际上一部分还是可控之中
另外一部分是部分渠道商在炒高端和低端爆款
这两部分芯片供货很紧张
海思相关人士只表示是市场炒作，未就停产于否作答
简而言之
关于海思安防芯片有没有停产
安防圈内也没有准信
但缺货，肯定是存在的
这款芯片无疑引起了行业的焦虑或茫然

Chinese: 
从最高爆涨十几倍的价格上能够感受到，海思一直是华为背后进行芯片研发的神秘英雄
海思有大海思和小海思之分
其中，大海思研发麒麟
昇腾、鲲鹏
巴龙、凌霄、泰山等华为自用芯片
而小海思则生产对外销售的芯片
包括视频监控芯片
电视
机顶盒芯片等
而视频监控芯片，正是华为对外部市场提供的最成功芯片方向
据统计
华为安防芯片每年收入达到10亿美元量级
然而
海思的安防芯片却被美国扼住了咽喉
在海思最富盛名的Hi3516D V300、Hi3519A V100、Hi3559A V100等智能安防芯片中
无一例外不采用12~28nm的芯片制程，依赖背靠美国技术
受美国禁令限制的台积电
中芯国际等厂家的代工技术
虽然不像麒麟手机芯片一样
被官宣面临绝版
如果华为真的不能再用台积电等厂商的代工

Chinese: 
從最高爆漲十幾倍的價格上能夠感受到，海思一直是華為背後進行芯片研發的神秘英雄
海思有大海思和小海思之分
其中，大海思研發麒麟
昇腾、鲲鹏
巴龍、凌霄、泰山等華為自用芯片
而小海思則生產對外銷售的芯片
包括視頻監控芯片
電視
機頂盒芯片等
而視頻監控芯片，正是華為對外部市場提供的最成功芯片方向
據統計
華為安防芯片每年收入達到10億美元量級
然而
海思的安防芯片卻被美國扼住了咽喉
在海思最富盛名的Hi3516D V300、Hi3519A V100、Hi3559A V100等智能安防芯片中
無一例外不採用12~28nm的芯片製程，依賴背靠美國技術
受美國禁令限制的台積電
中芯國際等廠家的代工技術
雖然不像麒麟手機芯片一樣
被官宣面臨絕版
如果華為真的不能再用台積電等廠商的代工

English: 
It can be felt from the highest price that has risen more than ten times that HiSilicon has always been the mysterious hero behind Huawei’s chip development.
Haisi is divided into Haisi and Xiaohaisi
Among them, Haisi develops Kirin
Shengteng, Kunpeng
Huawei's own chips such as Barong, Lingxiao, and Taishan
Little HiSilicon produces chips for external sales
Including video surveillance chip
TV
Set-top box chip etc.
The video surveillance chip is the most successful chip that Huawei provides to the external market.
According to the statistics
Huawei's security chip annual revenue reaches 1 billion US dollars
however
HiSilicon’s security chip was choked by the United States
In HiSilicon’s most famous Hi3516D V300, Hi3519A V100, Hi3559A V100 and other intelligent security chips
Without exception, 12~28nm chip process is not used, relying on American technology
TSMC subject to US ban
Foundry technology of manufacturers such as SMIC
Although not like the Kirin mobile phone chip
Officially declared out of print
If Huawei really can no longer use foundries from manufacturers such as TSMC

Chinese: 
H3559等海思芯片停产几乎是肯定的
如果海思安防芯片
受台积电断供影响而停产
整个安防行业可能都会担心
海康威视
苏州科达等相关企业纷纷表示很早就做了预案
有影响但影响不大
实际情况是，能够实现替代的
只有低端安防芯片
中高端芯片则很难快速替代
那么这款芯片为什么如此难替代
没被禁用美国技术的厂商为什么不能生产
先从原价600元，一度被炒到3000元往上的Hi3559A开始了解
Hi3559A是一款8K超高清移动相机所用的芯片
上面集成了神经网络引擎
数字信号运算
图形
图像信号处理
编解码单元等多个模块
它支持多个传感器输入以及H.265编码输出，功耗低至3W
提供5T智能算力

English: 
It is almost certain that Hisilicon chips such as H3559 will be discontinued
If HiSilicon Security Chip
Production was discontinued due to the interruption of TSMC's supply
The entire security industry may be worried
Hikvision
Suzhou Keda and other related companies have stated that they have made plans very early
Influential but insignificant
The reality is that alternatives can be achieved
Only low-end security chips
High-end chips are difficult to quickly replace
So why is this chip so difficult to replace
Why can't manufacturers who have not banned American technology produce
Let’s start with Hi3559A, whose original price was 600 yuan, and was fired up to 3,000 yuan
Hi3559A is a chip used in 8K Ultra HD mobile cameras
Neural network engine integrated on it
Digital signal calculation
Graphics
Image signal processing
Multiple modules such as codec unit
It supports multiple sensor inputs and H.265 encoding output, with power consumption as low as 3W
Provide 5T smart computing power

Chinese: 
H3559等海思芯片停產幾乎是肯定的
如果海思安防芯片
受台積電斷供影響而停產
整個安防行業可能都會擔心
海康威視
蘇州科達等相關企業紛紛表示很早就做了預案
有影響但影響不大
實際情況是，能夠實現替代的
只有低端安防芯片
中高端芯片則很難快速替代
那麼這款芯片為什麼如此難替代
沒被禁用美國技術的廠商為什麼不能生產
先從原價600元，一度被炒到3000元往上的Hi3559A開始了解
Hi3559A是一款8K超高清移動相機所用的芯片
上面集成了神經網絡引擎
數字信號運算
圖形
圖像信號處理
編解碼單元等多個模塊
它支持多個傳感器輸入以及H.265編碼輸出，功耗低至3W
提供5T智能算力

English: 
Can be used for end-side network cameras that support intelligent recognition
It can also be used in an intelligent processing center that supports multiple network cameras at the edge
How important is this chip for security
You can simply think
For the smart camera industry
It is equivalent to the Snapdragon and Kirin chips in smartphones
For example, in the first-generation artificial intelligence camera of the security giant Hikvision, the graphics processor of Nvidia was selected.
And to Haikang’s third-generation artificial intelligence camera
Haikang began to choose HiSilicon Hi3559A dedicated chip
In the field of smart security
The quality of Nvidia's products is beyond doubt
At the same time, the external quotation is often thousands of yuan
The products corresponding to HiSilicon only cost a few hundred yuan
But it can achieve lower power consumption in specific application scenarios
Higher performance
This is mainly because Huawei chose a special chip route that is different from the graphics processor and is more suitable for the security field.
Choosing the right technical route is the most precious choice for HiSilicon to seize the share of the security market from the foreign-owned security market at that time.

Chinese: 
可用於端側支持智能識別的網絡攝像機
也可用於邊緣側支持多路網絡攝像機的智能處理中心
這款芯片對安防有多重要
你可以簡單認為
它對於智能攝像機行業來說
就相當於智能手機中的驍龍、麒麟芯片
例如在安防巨頭海康威視的第一代人工智能攝像機中，選擇的是英偉達的圖形處理器
而到了海康的第三代人工智能攝像機
海康開始選擇海思Hi3559A專用芯片
在智能安防領域
英偉達的產品品質毋庸置疑
同時也對外報價動輒幾千元
對應到海思的產品只需要幾百元
卻在特定應用場景能實現更低功耗
更高性能
這主要因為華為選擇了有別於圖形處理器的，更適合安防領域的專用芯片路線
選對技術路線，是海思從當時外資割據的安防市場搶占份額做得最難能可貴的抉擇

Chinese: 
可用于端侧支持智能识别的网络摄像机
也可用于边缘侧支持多路网络摄像机的智能处理中心
这款芯片对安防有多重要
你可以简单认为
它对于智能摄像机行业来说
就相当于智能手机中的骁龙、麒麟芯片
例如在安防巨头海康威视的第一代人工智能摄像机中，选择的是英伟达的图形处理器
而到了海康的第三代人工智能摄像机
海康开始选择海思Hi3559A专用芯片
在智能安防领域
英伟达的产品品质毋庸置疑
同时也对外报价动辄几千元
对应到海思的产品只需要几百元
却在特定应用场景能实现更低功耗
更高性能
这主要因为华为选择了有别于图形处理器的，更适合安防领域的专用芯片路线
选对技术路线，是海思从当时外资割据的安防市场抢占份额做得最难能可贵的抉择

Chinese: 
而10年之前
當安防市場還是德州儀器
安霸等外資廠商的天下時
華為海思也是用這樣的技術路線
在2016年一舉在外商的眼皮子底下拿到70%
安防市場，甚至將德州儀器擠出去
德州儀器在2010年時還是安防行業當之無愧的豪門
隨著H.264普及推進攝像機想高清化發展
以車牌識別為代表的早期人工智能技術應用也開始出現
而這，也成為新貴海思挑戰行業豪門德州儀器的戰場
當時
為了佔領市場
德州儀器一邊賣芯片
一邊打包贈送車牌識別算法
很快海思也開始打包送車牌識別算法
但不同的是
海思採取了更加革命性的技術方案
相比於德州儀器ARM+DSP數字信號處理的通用芯片架構

Chinese: 
而10年之前
当安防市场还是德州仪器
安霸等外资厂商的天下时
华为海思也是用这样的技术路线
在2016年一举在外商的眼皮子底下拿到70%
安防市场，甚至将德州仪器挤出去
德州仪器在2010年时还是安防行业当之无愧的豪门
随着H.264普及推进摄像机想高清化发展
以车牌识别为代表的早期人工智能技术应用也开始出现
而这，也成为新贵海思挑战行业豪门德州仪器的战场
当时
为了占领市场
德州仪器一边卖芯片
一边打包赠送车牌识别算法
很快海思也开始打包送车牌识别算法
但不同的是
海思采取了更加革命性的技术方案
相比于德州仪器ARM+DSP数字信号处理的通用芯片架构

English: 
And 10 years ago
When the security market is still Texas Instruments
The world of foreign companies such as Ambarella
Huawei HiSilicon also uses this technical route
In 2016, he won 70% under the nose of foreign businessmen
The security market even squeezed out Texas Instruments
Texas Instruments was still a well-deserved giant in the security industry in 2010
With the popularization of H.264, the camera wants to develop in high definition
Early applications of artificial intelligence technology represented by license plate recognition have also begun to appear
And this has also become the battlefield for upstart HiSilicon to challenge industry giants Texas Instruments
then
In order to occupy the market
Texas Instruments sells chips
Pack and give away license plate recognition algorithm
Soon HiSilicon also began to package and send license plate recognition algorithms
But the difference is
HiSilicon has adopted a more revolutionary technical solution
Compared with the general chip architecture of Texas Instruments ARM+DSP digital signal processing

Chinese: 
海思選擇ARM+IVE智能視頻引擎專用芯片架構
海思將視頻編解碼算法和人工智能算法都做成了專用芯片內核
使用硬件解碼
因此效率大大提高
在功耗、成本上也優於德州儀器
2014年9月，海思公司基於最新的H.265/HEVC標準，推出業界第一顆高清網絡攝像機
處理器Hi3516A，不僅成為戰勝德州儀器的重要一步
也推動整個安防行業向高清、智能時代進化
經過許多輪類似的交手
到2016年，海思的安防芯片市場份額已經一舉超過德州儀器，網絡攝像機
視頻編碼芯片超60%
數字錄像機產品上佔有70%
甚至成為台灣、以及韓國等市場的主力視頻監控芯片供應商
到現在，大到海康、大華，小到各種深圳華強北的小攝像機廠商，都是海思芯片的客戶

English: 
HiSilicon chooses ARM+IVE intelligent video engine dedicated chip architecture
HiSilicon has made the video codec algorithm and artificial intelligence algorithm into a dedicated chip core
Use hardware decoding
So efficiency is greatly improved
It is also superior to Texas Instruments in power consumption and cost
In September 2014, HiSilicon launched the industry's first high-definition network camera based on the latest H.265/HEVC standard
The processor Hi3516A has not only become an important step in defeating Texas Instruments
It also promotes the evolution of the entire security industry to a high-definition and intelligent era
After many rounds of similar fights
By 2016, HiSilicon’s security chip market share has surpassed Texas Instruments, network cameras
Video encoding chip over 60%
70% of digital video recorder products
It has even become the main video surveillance chip supplier in Taiwan, South Korea and other markets
Until now, small camera manufacturers ranging from Haikang and Dahua to various small camera manufacturers in Shenzhen Huaqiangbei are all customers of HiSilicon.

Chinese: 
海思选择ARM+IVE智能视频引擎专用芯片架构
海思将视频编解码算法和人工智能算法都做成了专用芯片内核
使用硬件解码
因此效率大大提高
在功耗、成本上也优于德州仪器
2014年9月，海思公司基于最新的H.265/HEVC标准，推出业界第一颗高清网络摄像机
处理器Hi3516A，不仅成为战胜德州仪器的重要一步
也推动整个安防行业向高清、智能时代进化
经过许多轮类似的交手
到2016年，海思的安防芯片市场份额已经一举超过德州仪器，网络摄像机
视频编码芯片超60%
数字录像机产品上占有70%
甚至成为台湾、以及韩国等市场的主力视频监控芯片供应商
到现在，大到海康、大华，小到各种深圳华强北的小摄像机厂商，都是海思芯片的客户

English: 
It was Dahua who gave HiSilicon’s first real export chip
Big order
2007
Dahua and HiSilicon Sign 200,000 H.264 Video Encoding Chip Contract
Used on the second-generation hard disk video recorder that was rapidly developing at that time
And after 2010
HiSilicon has begun to enter the Haikang supply chain again
The victory of HiSilicon is also the victory of technical choice
Behind it is huge technical investment
In 2004, it was the initial stage of China's Internet
Ren Zhengfei found He Tingbo and said
Give you 400 million US dollars in research and development expenses per year for 20,000 people, you must stand up
Appropriately reduce dependence on the United States
The chip is temporarily useless, we will continue
This is the company’s strategic banner and cannot be moved
To know
At that time, there were only 30,000 people in Huawei, and the research and development expenditure was less than 1 billion US dollars.
This year
HiSilicon was formally established
Insiders in the industry review the history of HiSilicon core manufacturing and sigh, from 2004 to 2014
HiSilicon core is blocked abroad

Chinese: 
而正是大華給了海思第一個真正意義上的外銷芯片
大單
2007年
大華和海思簽訂20萬片H.264視頻編碼芯片合同
用於當時快速發展的第二代硬盤錄像機上
而2010年之後
海思又開始打入海康供應鏈
海思的勝利，也是技術選擇的勝利
背後，是巨大的技術投入
2004年，還是中國互聯網起步的初期階段
任正非找到何庭波說道
給你2萬人每年4億美元研發費用，一定要站起來
適當減少對美國的依賴
芯片暫時沒用，也要做下去
這是公司的戰略旗幟，不能動
要知道
當時整個華為只有3萬人，研發經費不到10億美金
這一年
海思正式成立
有業內人士回顧海思造芯歷程感嘆道，2004年到2014年
海思造芯在國外被封鎖

Chinese: 
而正是大华给了海思第一个真正意义上的外销芯片
大单
2007年
大华和海思签订20万片H.264视频编码芯片合同
用于当时快速发展的第二代硬盘录像机上
而2010年之后
海思又开始打入海康供应链
海思的胜利，也是技术选择的胜利
背后，是巨大的技术投入
2004年，还是中国互联网起步的初期阶段
任正非找到何庭波说道
给你2万人每年4亿美元研发费用，一定要站起来
适当减少对美国的依赖
芯片暂时没用，也要做下去
这是公司的战略旗帜，不能动
要知道
当时整个华为只有3万人，研发经费不到10亿美金
这一年
海思正式成立
有业内人士回顾海思造芯历程感叹道，2004年到2014年
海思造芯在国外被封锁

Chinese: 
在国内被冷嘲热讽，连亏损了十年
亏出了一个小米，勉强存活
然而
一个刚刚盈利不到四年的半导体
现在要求抗衡百年美国的尖端行业、几十家尖端企业，这现实吗
前段时间有消息传出
华为自己在造光刻机
自己在造48nm新品制造产线
但业内人士称
评估下来发现难度比较大
国产率只能达到20%
如果华为真的有这一后手，令人欣喜
但若无法实现
更无可厚非
华为芯片是跑的很快
但要快到放卫星
这不现实
一方面
海思在冲锋快跑
一方面其它国产芯片厂商也被甩的越来越远
被海思高性价比、全覆盖的产品线和量产压制得没有发展空间
海思几乎覆盖了高中低端
所有的网络摄像机端侧

Chinese: 
在國內被冷嘲熱諷，連虧損了十年
虧出了一個小米，勉強存活
然而
一個剛剛盈利不到四年的半導體
現在要求抗衡百年美國的尖端行業、幾十家尖端企業，這現實嗎
前段時間有消息傳出
華為自己在造光刻機
自己在造48nm新品製造產線
但業內人士稱
評估下來發現難度比較大
國產率只能達到20%
如果華為真的有這一後手，令人欣喜
但若無法實現
更無可厚非
華為芯片是跑的很快
但要快到放衛星
這不現實
一方面
海思在衝鋒快跑
一方面其它國產芯片廠商也被甩的越來越遠
被海思高性價比、全覆蓋的產品線和量產壓制得沒有發展空間
海思幾乎覆蓋了高中低端
所有的網絡攝像機端側

English: 
Was ridiculed in the country and lost money for ten years
Lost a millet and barely survived
however
A semiconductor that has just been profitable for less than four years
Now it is required to compete against the century-old American cutting-edge industries and dozens of cutting-edge companies. Is this realistic?
Some news came out some time ago
Huawei is building its own lithography machine
I am building a 48nm new product manufacturing line
But industry insiders said
The evaluation found that the difficulty is relatively large
The domestic production rate can only reach 20%
If Huawei really has this back hand, it is gratifying
But if it cannot be achieved
More understandable
Huawei chips are fast
But it’s time to release the satellite
This is not realistic
on the one hand
Hisilicon is running fast
On the one hand, other domestic chip manufacturers have also been dumped farther and farther.
Being suppressed by HiSilicon’s cost-effective, full coverage product line and mass production, there is no room for development
HiSilicon almost covers the high, middle and low end
All network cameras end side

English: 
Edge video surveillance equipment, occupying most of the security market
Cut the performance of the flagship 4T computing power chip Hi3559A in half to 2T
Price down
form
One
Hi3519A
Then halve the performance of Hi3519A to 1T, and then lower the price
Formed Hi3516DV300
Cut half of the performance to 0.5T computing power
Lower prices
Another extremely low price
Hi3516CV500
This mode can also be continuously combined with lens, CPU and other components.
Form more products
These series of chips cost a few dollars to tens of dollars
From 2 million to 16 million pixels, all series of video smart chips from low, medium and high are covered
And these four artificial intelligence chips belong to SoC system on chip
Some co-processors of friends can work independently to achieve artificial intelligence
For example, Huawei's Atlas500 currently relies on an embedded 3559A to realize face and license plate recognition functions.
It can be said
Manufacturers in the video surveillance chip market from the price

Chinese: 
邊緣視頻監控設備，佔據安防大半壁市場
把旗艦4T算力的芯片Hi3559A性能砍一半到2T
價格降下來
形成
一個
Hi3519A
然後再將Hi3519A性能減半到1T、價格再降下來
又形成了Hi3516DV300
再砍一半性能到0.5T算力
價格再降低
又出來一個極低價格
Hi3516CV500
這個模式還可不斷和鏡頭、CPU等元件進行組合變化
形成更多產品
這幾款的系列芯片幾乎把幾美元到幾十美元
從200萬到1600萬像素，等從低、中、高全系列的視頻智能芯片都覆蓋了
並且這四顆人工智能芯片屬於SoC片上系統
一些友商的協處理器，可以獨立工作實現人工智能
比如目前華為的Atlas500就依靠內嵌一顆3559A來實現人臉、車牌識別等功能
可以說
視頻監控芯片市場上的廠家從價格

Chinese: 
边缘视频监控设备，占据安防大半壁市场
把旗舰4T算力的芯片Hi3559A性能砍一半到2T
价格降下来
形成
一个
Hi3519A
然后再将Hi3519A性能减半到1T、价格再降下来
又形成了Hi3516DV300
再砍一半性能到0.5T算力
价格再降低
又出来一个极低价格
Hi3516CV500
这个模式还可不断和镜头、CPU等元件进行组合变化
形成更多产品
这几款的系列芯片几乎把几美元到几十美元
从200万到1600万像素，等从低、中、高全系列的视频智能芯片都覆盖了
并且这四颗人工智能芯片属于SoC片上系统
一些友商的协处理器，可以独立工作实现人工智能
比如目前华为的Atlas500就依靠内嵌一颗3559A来实现人脸、车牌识别等功能
可以说
视频监控芯片市场上的厂家从价格

Chinese: 
芯片系列完整性、性能都没办法和海思比拼
对于这些芯片公司来说
他们在安防市场上还有没有生存空间
还要看海思能够留下多少空间
因此说
安防芯片行业只有只有老大吃肉
老二老三喝点汤
其它的连残渣都吃不到
可能并不夸张
海思摔跤，换个角度来看
也为有能力、或有潜力提供替代方案的厂商带来机遇
倒逼这些厂家下定决心攻克难关
有些人在寻找替代方案
有些人则愿意提供替代方案
比特大陆就是其中之一
其人工智能芯片BM1684可用在视频监控边缘侧
算力更大一颗芯片可以替代四颗
已经有大厂在用了
这款芯片替代的正是海思对应产品
据称
目前这类芯片已经能年产上万

Chinese: 
芯片系列完整性、性能都沒辦法和海思比拼
對於這些芯片公司來說
他們在安防市場上還有沒有生存空間
還要看海思能夠留下多少空間
因此說
安防芯片行業只有隻有老大吃肉
老二老三喝點湯
其它的連殘渣都吃不到
可能並不誇張
海思摔跤，換個角度來看
也為有能力、或有潛力提供替代方案的廠商帶來機遇
倒逼這些廠家下定決心攻克難關
有些人在尋找替代方案
有些人則願意提供替代方案
比特大陸就是其中之一
其人工智能芯片BM1684可用在視頻監控邊緣側
算力更大一顆芯片可以替代四顆
已經有大廠在用了
這款芯片替代的正是海思對應產品
據稱
目前這類芯片已經能年產上萬

English: 
The integrity and performance of the chip series cannot be compared with HiSilicon
For these chip companies
Do they have room for survival in the security market?
It depends on how much space Hisilicon can leave
So say
Only the boss eats meat in the security chip industry
The second and third have some soup
I can’t even eat the rest
May not be an exaggeration
Heis wrestling, look at it from another angle
It also brings opportunities to manufacturers who have the ability or potential to provide alternative solutions
Force these manufacturers to resolve to overcome difficulties
Some people are looking for alternatives
Some people are willing to provide alternatives
Bitmain is one of them
Its artificial intelligence chip BM1684 can be used on the edge of video surveillance
One chip can replace four with more computing power
Is already in use by a major factory
This chip replaces HiSilicon’s corresponding products
Allegedly
At present, this type of chip has an annual output of tens of thousands

Chinese: 
不過在攝像機端側用不了，一位依圖科技的技術架構負責人表示
如果3519
3559
等芯片像麒麟一樣絕版了
也會有很多替代方案出現
比如寒武紀、比特大陸
依圖等芯片都可以頂上
也許填補海思的空洞不用很久
關鍵是看各個廠家的決心
按照行業人士意見匯集，在前端芯片方面
富瀚微
中星微、國科微
君正
瑞芯微等一系列廠家都是可能的替代者
在邊緣側芯片方面
地平線、寒武紀、比特大陸
依圖
雲天勵飛等也都秀過自己的肌肉
在海外及台系的廠商中
安霸、升邁、晨星等都可以考慮
不過，仍然很難有一家能像海思一樣提供那麼完整的芯片方案
且實現足夠的量產也需要時間
2019年
隨著機器學習刷新安防行業，華為的一項舉動引起安防圈的震動

Chinese: 
不过在摄像机端侧用不了，一位依图科技的技术架构负责人表示
如果3519
3559
等芯片像麒麟一样绝版了
也会有很多替代方案出现
比如寒武纪、比特大陆
依图等芯片都可以顶上
也许填补海思的空洞不用很久
关键是看各个厂家的决心
按照行业人士意见汇集，在前端芯片方面
富瀚微
中星微、国科微
君正
瑞芯微等一系列厂家都是可能的替代者
在边缘侧芯片方面
地平线、寒武纪、比特大陆
依图
云天励飞等也都秀过自己的肌肉
在海外及台系的厂商中
安霸、升迈、晨星等都可以考虑
不过，仍然很难有一家能像海思一样提供那么完整的芯片方案
且实现足够的量产也需要时间
2019年
随着机器学习刷新安防行业，华为的一项举动引起安防圈的震动

English: 
But it’s not available on the camera side, a person in charge of the technical architecture of Yitu Technology said
If 3519
3559
Wait until the chip is out of print like Kirin
There will be many alternatives
Such as Cambrian, Bitmain
Yitu and other chips can be topped
Maybe it won’t take long to fill the hole in Hisilicon
The key is to look at the determination of each manufacturer
According to the opinions of the industry, in the front-end chip
Fullhan
Vimicro, National Science Micro
Junzheng
A series of manufacturers such as Rockchip are all possible substitutes
On the edge side chip
Horizon, Cambrian, Bitmain
Yitu
Yuntian Lifei and others have also shown their muscles
Among overseas and Taiwanese manufacturers
Ambarella, Shengmai, Morningstar, etc. can all be considered
However, it is still difficult to have a company that can provide such a complete chip solution like HiSilicon
And it takes time to achieve sufficient mass production
2019 year
As machine learning refreshed the security industry, a move by Huawei caused a shock in the security circle

English: 
That is to personally enter the security industry
Relying on chip advantages and cooperation with Haikang
Experience in cooperation with security companies such as Dahua
Huawei has thrown out innovative technologies and applications such as software-defined cameras, Holosens Store, and video storage platforms, and is determined to be the first in security in five years
The customer of the past has changed from a supplier to a competitor on the battlefield
Powerful such as Haikang and Dahua may also feel cold in the back for a moment
So started looking for alternatives to chips
On Haikang's 2020 mid-year earnings conference call
Haikang said when talking about chip supply
I am also worried about the security of my friends
HiSilicon’s chips are no longer sold to Hikvision
So I started the plan early
Allegedly
There are more applied technologies in the security field
There are barriers to development
But not very high
There are alternatives. It can be seen that security companies such as Haikang have already filed for chip replacement
However, it is not yet known how the record is filed, and it is certain that a certain amount of time will be required for the conversion

Chinese: 
那就是亲自进军安防行业
凭借芯片优势及与海康
大华等安防企业合作的经验
华为扔出软件定义摄像机、Holosens Store、视频存储平台等创新技术和应用，立志五年做到安防第一
昔日的客户由供应商变成了战场上的竞争对手
强悍如海康、大华可能也有一瞬间会感到后背发凉
于是开始寻找芯片的替代方案
在海康2020年年中财报电话会议上
海康谈到芯片供应时说
自身也担心友商要做安防了
海思的芯片不卖给海康了
所以早就开始预案
据称
安防领域的应用型技术比较多
有开发的门槛
但是不算很高
有备选品。可以看到海康等安防企业对芯片替换早有备案
但备案如何还未知，方案转换需要一定时间也是肯定的

Chinese: 
那就是親自進軍安防行業
憑藉芯片優勢及與海康
大華等安防企業合作的經驗
華為扔出軟件定義攝像機、Holosens Store、視頻存儲平台等創新技術和應用，立志五年做到安防第一
昔日的客戶由供應商變成了戰場上的競爭對手
強悍如海康、大華可能也有一瞬間會感到後背發涼
於是開始尋找芯片的替代方案
在海康2020年年中財報電話會議上
海康談到芯片供應時說
自身也擔心友商要做安防了
海思的芯片不賣給海康了
所以早就開始預案
據稱
安防領域的應用型技術比較多
有開發的門檻
但是不算很高
有備選品。可以看到海康等安防企業對芯片替換早有備案
但備案如何還未知，方案轉換需要一定時間也是肯定的

Chinese: 
而现在华为的安防进程可能也会被芯片这一长板折断风险拖累
对华为而言
本来，因为他们进入自己客户的安防市场
就引起了海康
大华等一众客户的忌惮
而后
自2019年，来自海外对华为芯片的制裁，也导致一些海思客户加速向其他芯片供应商转移
而现在的美国新禁令，更让华为安防业务雪上加霜
不过具体发展实况如何
当然是希望向好的方向发展
美国禁令及台积电断供等状况无疑对华为芯片造成影响
这种影响波及到从智能手机等消费电子领域到智能安防等企业领域
作为人工智能落地的最佳场景
通向智能物联网未来世界的最大窗口
智能安防行业的氛围也开始紧张起来
飙涨的芯片价格就能体现一二
如果海思中高端安防芯片断供
安防厂家们很难短期内找到合适的替代品

English: 
And now Huawei's security process may also be dragged down by the risk of chip breakage.
For Huawei
Originally, because they entered the security market of their customers
Haikang
The fear of Dahua and other customers
then
Since 2019, overseas sanctions on Huawei chips have also caused some HiSilicon customers to accelerate their transfer to other chip suppliers.
The new US ban has made Huawei’s security business even worse.
But what is the actual development
Of course I hope to develop in a good direction
U.S. bans and TSMC’s supply cuts will undoubtedly affect Huawei chips
This impact spreads from consumer electronics fields such as smartphones to enterprise fields such as smart security
As the best scenario for artificial intelligence landing
The biggest window to the future world of smart IoT
The atmosphere of the smart security industry has also become tense
Soaring chip prices can reflect one or two
If HiSilicon's mid-to-high-end security chip is cut off
It is difficult for security manufacturers to find suitable substitutes in the short term

Chinese: 
而現在華為的安防進程可能也會被芯片這一長板折斷風險拖累
對華為而言
本來，因為他們進入自己客戶的安防市場
就引起了海康
大華等一眾客戶的忌憚
而後
自2019年，來自海外對華為芯片的製裁，也導致一些海思客戶加速向其他芯片供應商轉移
而現在的美國新禁令，更讓華為安防業務雪上加霜
不過具體發展實況如何
當然是希望向好的方向發展
美國禁令及台積電斷供等狀況無疑對華為芯片造成影響
這種影響波及到從智能手機等消費電子領域到智能安防等企業領域
作為人工智能落地的最佳場景
通向智能物聯網未來世界的最大窗口
智能安防行業的氛圍也開始緊張起來
飆漲的芯片價格就能體現一二
如果海思中高端安防芯片斷供
安防廠家們很難短期內找到合適的替代品

Chinese: 
与此同时
一些希望成为替代方案的芯片厂商也在四下活动，证明自己的量产能力
抓住拿新单的机遇
当然
华为芯片目前要做的事情很多
各方仍然没有充足的确定消息流出
所以还需要静待其变
感谢您收看零零传媒
你我的共鸣
真正的神交
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还请您订阅并点击右边的小铃铛
本期节目就到这里啦
我们下次再会

Chinese: 
與此同時
一些希望成為替代方案的芯片廠商也在四下活動，證明自己的量產能力
抓住拿新單的機遇
當然
華為芯片目前要做的事情很多
各方仍然沒有充足的確定消息流出
所以還需要靜待其變
感謝您收看零零傳媒
你我的共鳴
真正的神交
如果您對本期節目的觀點認同
請您務必點贊訂閱分享
並在底部評論區發表您的高見
再次溫馨提醒您
為保證您能第一時間收到本頻道的更新
還請您訂閱並點擊右邊的小鈴鐺
本期節目就到這裡啦
我們下次再會

English: 
at the same time
Some chip manufacturers hoping to become alternative solutions are also moving around to prove their mass production capabilities
Seize the opportunity to get new orders
of course
Huawei chips have a lot to do
The parties are still not sufficiently sure that the news is out
So we still need to wait for it to change
Thank you for watching Zero Zero Media
You and me
True friendship
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