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              該如何成長?中國芯進入雜亂生長期

              2018-8-20 17:06| 發布者: 巨泰科技| 查看: 449| 評論: 0 |原作者: 王眾 |來自: 中關村在線

              小米推芯、阿里買芯、格力造芯、百度研芯、華為產芯、等等,國內科技廠商紛紛步入了芯片領域。不禁唏噓,一時間怎么突然冒出來這么多“芯”?產業的發展就像一棵樹,從萌芽期到雜亂生長期再到野蠻成長期,最終到生態完整。我認為,中國的芯片產業現已進入雜亂生長期。

              芯是真燒錢

              2017年,英特爾的研發支出為131億美元,高通為34.5億美元,博通、三星和東芝分別為34.2億美元、34.1億美元、26.7億美元。從這些數據中我們不難發現,即便是世界排名前5位的半導體廠商,每年也都投入巨額的研發費用,可以說芯片產業真燒錢。

              這僅僅是一年的投入費用,從1969年英特爾推出自己的第一批產品—3101存儲器芯片開始,世界各大半導體廠商便紛紛投入到芯片的研發之中。而我國的芯片之路,是從21世紀初開始的,無論是經驗、產業鏈,還是在技術層面,我國的芯片產業都落后于世界一流半導體廠商。即便是投入巨資,也未必立刻會形成芯片生態。

              內造芯內耗堪憂

              4月20日,阿里巴巴集團宣布全資收購中國大陸唯一的自主嵌入式CPU IP Core公司—中天微系統有限公司;5月,格力電器董事長董明珠表示要投入500億做芯片研發;7月4日,百度在AI開發者大會上,發布自研AI芯片“昆侖”等,這么多家企業紛紛開始投入到芯片研發中,有利于形成良好的芯片生態,但是國內造“芯”,怕內耗。

              為何這么說?咋的?造著造著自己家人干起來了?我想是的,原因有二:第一,每年世界各大半導體廠商都會斗個風生水起,更何況我們在芯片產業領域是步履蹣跚的初學者,大家幾乎都在同一時間起步,誰推出新產品誰就可以占領市場,競爭是一定存在的;第二,爭市場。這個市場是在說國內市場,因為國際市場上英特爾、高通、博通的產品流通已久,不管是在口碑上還是在技術層面,中國芯片都落后于這些公司,拿什么爭國際市場?所以說國內公司,短時期內爭的還是國內市場。而且,投入這么多錢,大家生產的都是芯片,對于資金來說也是一種浪費。

              吃瓜群眾很茫然

              我是個吃瓜群眾,這篇文章寫得很虛弱。為什么?作為觀眾,查了半天資料,完全不知道國內廠商在芯片的研究現狀和領域分工。我認為國內廠商完全有能力做好宣傳,有義務去讓更多的行業伙伴知道在研究什么。

              舉個例子說,英特爾每年都會留有一定的資金,用來做廣告費用,在產品發售之前,就做好宣傳和推廣工作,讓每個都知道今年會推出什么產品。別不服,英特爾“噔噔噔噔”的廣告背景音樂響起來時別跟我說你不知道。而國內企業呢?往往都是先賣出一部分產品后,利用這些錢來做推廣,慢就慢在這兒了。

              中國“芯”該咋跳?

              我不是反對國內企業研究芯片,芯片作為電子設備的重要組成部分,我們有必要在這塊領域上掌握自己的技術,才不會受制于人。

              有競爭、共創的生態氛圍是好的,只有競爭才會有進步。國內企業可以通過技術共享,生產線、產業鏈相互結合的方式,形成國內分工。例如,根據自己公司條件可以研發通訊芯片;有的可以整合計算和控制芯片;有的完全有技術基礎做出空調芯片;有的公司可以做物聯網芯片等。通過共享生產線和產業鏈,發揮各自的優勢一定比雜亂生長、重復燒錢要發展的快。

              總結

              不否認差距,自發研究總是好事。我國芯片產業現階段處于雜亂的生長期,看到的更多的是產品而不知方向,寄希望于國內企業整合資源,共享生產線和產業鏈,創建完整的芯片產業生態,快速進入野蠻成長期。中國芯,前路可期。

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