Recently, RISC-V has gained significant attention, with many industries in China focusing on and joining this movement. So, what exactly is RISC-V? Let’s take a look.
1.Background and Technical Philosophy
-
Origins and Design Goals
RISC-V was developed in 2010 by a team led by Krste Asanović and David Patterson at the University of California, Berkeley, aiming to replace the outdated MIPS and SPARC instruction sets used in educational settings.
.
-
Core design principles: Reduced Instruction Set Computing (RISC), utilizing fixed-length instructions and a modular architecture (with only 47 base instructions), significantly lowering the hardware development threshold.
-
Key Innovations: Completely open-source and royalty-free, allowing for the free expansion of the instruction set, breaking the patent barriers of x86/ARM.
Commercialization Milestones
-
In 2015, SiFive was established as the first RISC-V company, promoting the transition of the instruction set from academia to industry.
-
In 2018, policy support in China accelerated implementation: the RISC-V Industry Alliance was established in Shanghai, Alibaba acquired Zhongtianwei to form “Pingtouge,” and released the Xuantie C910 (the first mass-produced high-performance RISC-V processor).
📈 2.Development History and Commercialization Process
Phase 1: Breakthrough in the Embedded Market (2018-2022)
-
Application Scenarios: Focused on embedded fields such as IoT devices, industrial controllers, and wearable devices, rapidly penetrating the market due to low cost, low power consumption, and high customization.
-
Representative Products:
-
In 2019, GigaDevice launched the world’s first RISC-V general-purpose MCU, the GD32V series.
-
Espressif Systems fully transitioned to self-developed RISC-V architecture, launching eight chips including the ESP32-C3, saving on ARM royalty expenses.
-
Shipping Milestones: In 2022, global chip shipments exceeded 10 billion units, taking only 12 years (compared to 21 years for ARM and 30 years for x86).
Phase 2: Expansion to High Performance and Multiple Fields (2023-Present)
-
Technical Performance Breakthroughs
-
Server-Class Processors: Alibaba’s Xuantie C930 has a clock speed of 3.4GHz, with a SPECint2006 score of 15.2/GHz, integrating an AI acceleration engine (8 TOPS computing power).
-
Automotive Chips: Yiswei’s R500A core has passed ASIL-B automotive certification, and Chipone Technology has launched ASIL-D level automotive IP cores.
-
AI Inference Optimization: RISC-V vector extensions (RVV) support efficient parallel computing, with Zhihe Computing launching the A210 chip for unified inference, reducing costs for large model inference.
Ecological Expansion and Standardization
-
RVA23 Specification: A unified 64-bit application processor standard to address fragmentation issues.
-
Software Ecosystem: NVIDIA has ported CUDA to RISC-V, with Linux/Android gradually adapting, but the automotive-grade AUTOSAR toolchain still needs improvement.
🌐 3.Current Status and Market Landscape (2025)
1. Market Size and Penetration Rate
-
Global Shipments: Expected to exceed 10 billion units in 2024, with China accounting for over 50%.
-
2031 Forecast: Shipments are projected to reach 20 billion units, with significant shares in consumer electronics (39%), automotive (31%), and data centers (28%).
2. Corporate Ecosystem and Commercialization Progress
-
Leading Public Companies:
-
IPO Wave: Yiswei is aiming for an IPO on the Hong Kong Stock Exchange, while Qinheng Micro (with an IPO fundraising of 932 million) has been profitable for three consecutive years.
-
Startups Focusing on AI: Zhihe Computing and Jindie Shikong are developing RISC-V architecture AI server chips.
| Company | Direction | Representative Products/Results |
|---|---|---|
| GigaDevice | Dual Architecture Parallel (ARM+RISC-V) | GD32V Series MCU |
| Espressif Systems | Fully Self-Developed RISC-V IP | ESP32-P4 (Dual-Core AI Chip) |
| Yiswei Computing | Automotive/High-Performance Computing | R500A Core (ASIL-B Certified) |
3. Cutting-Edge Technology Applications
-
AI Inference: RISC-V optimizes operator efficiency through scalability, with ZTE Microelectronics launching RISC-V+GPU heterogeneous AI integrated machines.
-
Automotive Electronics:
-
Weak Ecological Scenarios: Body control (Great Wall’s Zijing M100 MCU), charging modules.
-
Strong Ecological Challenges: Intelligent driving requires overcoming operating system adaptation (Harmony/Android) and toolchain maturity.
-
High-Performance Computing:
-
The Xiangshan processor (Chinese Academy of Sciences) Kunming Lake V2 architecture achieves 18.5 points/GHz, competing with ARM A76.
-
Tenstorrent’s Ascalon chip exceeds Intel’s Sapphire Rapids in integer performance.
⚠️ 4.Challenges and Future Trends
-
Current Bottlenecks
-
Ecological Fragmentation: Customization in the embedded field leads to a lack of unified software and hardware standards.
-
Insufficient Validation in High-Performance Scenarios: Server/PC chips lack large-scale implementation cases, often remaining at the “PPT benchmark” stage.
-
Automotive Certification Barriers: AEC-Q100/ISO 26262 certification cycles are long (2-3 years), with incomplete IP support.
Future Directions
-
AI-Driven Ecological Reconstruction: Utilizing modular architecture to adapt sparse large models (such as DeepSeek-MoE), seizing the edge inference market.
-
Accelerated Domestic Replacement: China aims to achieve chip independence through RISC-V, targeting a 30% penetration rate for domestic servers by 2025.
-
Global Competition and Cooperation: The RISC-V International Foundation promotes standard unification, with Chinese companies leading application innovation, while Europe and the US excel in foundational IP and toolchains.
💎 Summary
RISC-V, with its open-source freedom and modular flexibility, has evolved from an academic prototype to a billion-unit industry force within a decade. China has become the core engine of its ecological expansion, achieving a commercial closed loop in the MCU and AIoT fields, and is now tackling the “hard battlefield” of high-performance computing and automotive electronics. Whether it can truly compete with x86/ARM depends on the successful launch of benchmark terminal products (such as RISC-V PCs/servers) and global ecological collaboration efficiency, with AI and software-defined vehicles (SDV) potentially serving as key springboards for its “third of the pie”..
To get more IoT news, please click the link below and follow us!