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IC解密滚球体育 > 业界资讯 > 台湾 IC 设计业沦为抬轿人苹果带起芯片设计风潮
台湾 IC 设计业沦为抬轿人苹果带起芯片设计风潮
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ZHUANYEXINPIANJIEMIGONGSI

时间 : 2018-10-21 20:56 浏览量 : 135


     苹果今年的新机销售已经两周,其中顶级 5 万多元的高价 iPhone XS Max 在美国的销售超过外界预期,而根据《科技新报》、中国天风证券知名苹果分析师郭明錤的最新报告甚至指出“预期 iPhone XS Max 的需求量是 iPhone XS 的 3 到 4 倍。”


年发展,软硬整合真正意涵:连芯片都自己设计


    ZAIZHEICI 9 YUEDEPINGGUOCHANPINFABIAOHUI,PINGGUOJIESHAOZIJIA A12 Bionic HAITEBIEQIANGDIAO,ZHEISHIDIYIGELIANGCHANDE 7 NAIMICHULIQI。

而自从苹果在 2010 年推出自行研发的手机 SoC A4 后,就不断透过购并吸纳芯片设计人才。现在不仅是 iPhone,连 iPad、Mac 和 Apple Watch 等产品全都搭载苹果自家芯片。而由苹果带领的风潮,也吹到了其他公司,如从 Google 与 Tesla 甚至矿机业者比特大陆,全都走上自行设计芯片这条路,完全控制最核心的芯片设计,软体系统平台与硬件设计。


     WEISHENMEDACHANGFENFENKAISHIZIXINGYANFA AI XINPIAN?ZICEHUI MIC ZISHENCHANYEFENXISHIJIANZUZHANGYEZHENXIUFENXI,YOUYU AI XINPIANXUYAODALIANGDEJUZHENYUNSUAN,YUANYOUDE GPU XIAONENGBUFUSHIYONG,XUYAOGENGKEZHIHUADEXINPIAN,DANSHIMIANSHANGHAIMEIYOUSHANGPINNENGGOUMANZUCIXUQIU,JIASHANG IC SHEJIBURUYIWANGKUNNAN,YINCIDACHANGGENGQINGXIANGZIJIYANFA,ERQIEZIXINGYANFAXINPIANYEKEYINADIAOTONGYONGXINPIANZHONGBUXUYAODEGONGNENG,CHENGBENGENGRONGYIKONGZHIDENGHAOCHU。


工研院:垂直整合对台湾 IC 设计产业是警讯


    ZI 2007 NIANPINGGUODIYIZHI iPhone WENSHIYIHOU,TAIWANKEJIYEZHEGENGJIJIDITANLUN“RUANYINGZHENGHE”,DANDANGSHIJINZHEZHONGZAIRUANTIYUYINGTIZHIJIANDESHEJIYUSHIYONGZHETIYAN,CHENGWEIHONGQI、HUASHUOYUHONGDADIANDENGSHOUJIYUBIDIANZHONGDUANHUOSHIHOULAIWULIANWANGPINPAIYEZHEDEZHONGYAOKETI,ERLIANFAKEDENGTAIWAN IC SHEJIYEZHEBINGBURENWEIZHEIYANGDEFENGCHAOHEZIJIQIESHENXIANGGUAN,DANSHIDUONIANHOUJINRU AI XINPIANSHIDAI,RUANYINGZHENGHE 4 GEZI,YOULEGENGWEIQINGXIDELUNKUO,JIUSHIZHENGHEDAOLIANXINPIANDOUZIXINGSHEJI,YEYINCILIANSHANGYOUDE IC SHEJIYEZHEYEKAISHIQIANSHEQIZHONG。


滚球体育    GONGYANYUANZIXUNYUTONGXUNYANJIUSUOSUOZHANGQUEZHIKEZHICHU,“DANGCHANPINNENGDAODASHUQIANWANDENGJIDEGUIMO(TAIJIDIANZHICHENGANGGUI,ZIXINGSHEJIXINPIANBIXUYOUPANGDASHICHANGZHICHENG,CAIYOUBANFAHUIBEN),CHANGSHANGZIXINGSHEJI AI XINPIANDEJIHUIJIUHENDALE。”


    ZHEIXIEGONGSIYOUQIANGLIEKEZHIXINPIANXUQIU,BUYONGTINGLINGYU lntel、GAOTONGYULIANFAKEDENGGONGSI。YEJIUSHISHUO,TAIWAN IC SHEJIYEZHEWEILAIKENENGCHENGWEI“TAIJIAOREN”,DANG IC SHEJIYEZHEBAPINPAIKEHUSONGSHANG“SHENTAN”HOU,KEHUHENKENENGJIUPAIPAIPIGU,ZHIJIEZIZU AI XINPIANSHEJITUANDUIZOUREN,IC SHEJIYEZHEWEILAIZHIJIESHAODIAOZHEIXIE“QIANWANJI”DINGDANDAKEHU。


    XIANGBIZHIXIA,ZHONGGUO IC SHEJIYEZHEDECHONGJIBIJIAOMEIYOUZHEIMEDA。QUEZHIKEZHICHU,“ZHONGGUOYOUGOUDUODEXITONGPINPAIGONGSI,YOUJIBENSHICHANGKEZHICHENG IC SHEJIYEZHE,ZUOSHICHANGSHANGDECHANGSHI。DANDUITAICHANGLAISHUO,BAOYOUYUANYOUSHILIJIUYIJINGXIANGDANGCHILI,ZHEISHIZHENGGECHANYEDEKUNJING。”


你能做芯片,难道我不能做手机吗?


滚球体育    ERQUEZHIKERENWEIKEJIPINPAICHANGDECHUIZHIZHENGHEFENGCHAO,DUITAIWAN IC SHEJICHANGSHANGLAISHUOBINGFEIHUAISHI,DANGTAICHANGJINBANYANLINGZUJIANGONGYINGZHEDECELVEBEITIAOZHANHOU,YEXUHUIPOSHIWANGPINPAIFAZHAN,YEJIUSHISHUOZAICHUIZHIZHENGHEDESHIDAI,LIANFAKEYUGAOTONGDENGYEZHEZUOSHOUJIYEBINGFEIBUKENENG。BUGUO,PINPAICHANGSHANGWANGSHANGYOUZOUZIXINGSHEJIXINPIAN,YULINGZUJIANCHANGSHANGWANGXIAYOUZOUZUOCHANPINPINPAIDENANDUBUTONG,QUEZHIKETANYAN“ZUOPINPAIBINGFEITAICHANGSHANZHANG”。


    ERCHULEPINPAIYUXINGXIAODUANDEDATIAOZHAN,ZAIJISHUDUAN,YANSUANFAYEYIGETIAOZHAN,YEZHENXIUZHICHU,“GUOQUTAICHANGDUOYILAI Android XITONGDENGCHANGSHANGJIDEZHILING,YIXUNYUANYOUDEGUDINGGUIGESHEJI,DANZAI AI XINPIANSHIDAI,YANSUANFAGENGWEIFUZADUOYANGQIESHANGWUZHISHIGUIGE,ZHEISHITAICHANGSUOBUSHUXIDELINGYU。”

台积电“向上管理”成间接竞争对手


滚球体育    ERQIE,ZAICHUIZHIZHENGHESHIDAILAILINQIAN,HENKENENGHUICHUXIAN“LEICHUIZHIZHENGHEMOSHI”,CIMOSHIZHONGRUTAIJIDIANDENGJINGYUANDAIGONGGONGSIKENENGCHENGWEI IC SHEJIYEZHE“JIANJIE”DEJINGZHENGDUISHOU。


滚球体育    XIANSHUOSHENMESHILEICHUIZHIZHENGHE?YUCHUANGKEJIDONGSHIZHANGLUCHAOQUNZHICHU,BANDAOTICHANYELIANDESHANGXIAYOUYIGENGKAIFANGGENGJINMI,HAOSITONGYIJIANGONGSISHIDEHEZUOYANFAXINCHANPIN,TAIJIDIANTIGONG InFO FENGZHUANGJISHU,DUCHIPINGGUODINGDANJIUSHIZUIJIAANLI。TAIJIDIANDEFENGZHUANGJISHU“ZHENGHEXINGSHANCHUXINGFENGZHUANG”(integrated fan-out,InFO)CHENGGUOYOUYUE,RANGTAIJIDIANJIXIASANXINGDUCHIPINGGUODINGDAN,CHUYUXINPIANZHIZAODUANDETAIJIDIANYUYINGYONGDUANDEPINGGUOTOUGUOKAIFANGQIEJINMIDEHEZUO,RANGZHEIGEJISHUCHENGGONGYINGYONGZAI iPhone LI。


滚球体育    NEI“JIANJIE”YOUSHISHENMEYISI?MUQIANPINGGUOYU Google DENGZOUXIANGCHUIZHIZHENGHEDEKEJICHANGDOUDEYILAITAIJIDIANDEJINGYUANDAIGONGZHIZAO,ERTAIJIDIANTIGONGDINGJIANJISHU,XIEZHUKEHUWANCHENGCONG IC SHEJIDAOZHIZAOFENGCEDUANDENGLIUCHENG,ZHEIZHONG“XIANGSHANG(KEHU)GUANLI”SHU,DUI IC SHEJICHANGDAILAIJIANJIEYINGXIANG。