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100億,中芯企業的努力有了結果,美媒:破冰了 – 有海水的地方就有中國人

100億,中芯企業的努力有了結果,美媒:破冰了

100億,中芯企業的努力有了結果,美媒:破冰了
2,141

芯片产业的分工比较复杂,涉及的具体细节非常多,但是大致上来划分,主要分为五个部分,分别是芯片IP、设计、制造、封装和测试。在芯片产业发展之初,芯片IP基本上出自美企,而且由于当时芯片产业没有成熟的市场化分工,所以在后续的环节上,也基本由美企包办了。后来芯片产业逐渐发展成熟,美企便陆续将低附加值的制造、封装和测试环节交给了第三方,美企主要从事上游的芯片IP和设计。

所以我们就看到,在芯片产业上,我们所需要的芯片,基本主要是进口自美企,而后来因为美修改了芯片规则,所以就对我们中企造成了一定的影响。因此倪光南院士就曾经表示,要掌握核心科技。经过了美修改芯片规则一事后,可以说让全球都看到,在芯片上一定要掌握自主性,所以欧洲开始积极建设芯片厂,开始发力下一代芯片技术,而我们中企也开始发力。

根据媒体报道,在最近一年增长速度最快的20个芯片企业中,19家都是中企,可见中企确实开始发力了。而发力的结果已经开始显现,根据统计数据显示,在今年前四个月,中企缩减了240颗芯片的进口,到了第五个月,芯片进口再次减少了超过43亿颗,因此砍“芯”潮在继续加码。这与国产芯片的发力有直接的关系,因为我们自己设计的芯片也能拥有不俗的性能和质量,所以减少芯片进口也就并不意外。

当然,这对美芯企业来说就难以承受了,不仅造成美企库存高企,而且开始大幅缩减在台积电的订单。而台积电也变得比以前“好说话”了,将更多的产能分配给了中企。所以我们就看到,美芯企业在减少芯片的生产,销售也放缓了,基本目的已经是去库存。

而中企在芯片上则是加大订单制造,在出货上也是供不应求,甚至有中企表示,只能满足客户10%的需求。此外,根据媒体报道称,各大中企对芯片人才求贤若渴,可以说有多少要多少,而且年薪很多都是40W起步。而就在中企芯片产业如火如荼之时,中企又迎来一个百亿“芯”结果。

RISC-V官方表示,采用RISC-V核心的芯片已经超过100亿颗,比ARM达成这一目标所需时间大幅缩短。RISC-V是一个开源的芯片架构组织,其中八九成的会员都是中企,此外我们还成立了一个以RISC-V架构为基础的中国开放指令生态联盟。之所以中企都积极发展RISC-V架构,是因为其具备可以与美芯X86和英芯ARM平起平坐的潜力,甚至替代也不是没有可能。

目前像华为、阿里等巨头都已经利用RISC-V架构研发出了多款产品,例如华为的智慧屏芯片就是利用RISC-V技术所研发的,已经成功的替代了ARM架构。在中企的努力下,RISC-V架构的发展势如破竹,RISC-V官方甚至喜人的表示,将用5年时间走完ARM发展20年的路程。而随着RISC-V陆续创造喜人的成绩,一些传统芯片巨头,也开始陆续加入,例如汽车芯片巨头瑞萨就表示,已经在自行开发RISC-V内核。

其中瑞萨执行副总裁表示,RISC-V可以让客户不用担心无法访问IP的问题,即不用当心像美修改芯片规则的问题,而且RISC-V不用像采用ARM那样支付高昂的专利费,这一切都是因为RISC-V是开源架构。鉴于此,美媒方面表示破冰了,不仅美企芯片的市场需求在下降,在遭遇砍“芯”潮,像美芯英芯IP方面也遭遇了挑战,它们不再是不可或缺,而是遇到了一个强大的替代者。也就是说,以往美芯企业在芯片IP和设计上的优势时代已经在宣告结束,对此大家怎么看呢?欢迎留言、点赞、转发。

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