One-stop industrial qib chip kev pabcuam

Ua ntej, cov khoom lag luam muaj nyob rau hauv lub sij hawm ntev tsis tshua muaj siab / tsis tshua muaj kub, high humidity, muaj zog ntsev pos huab thiab electromagnetic tawg nyob rau hauv ib tug hnyav ib puag ncig, siv harsher ib puag ncig, yog li industrial chips yuav tsum muaj kev ruaj ntseg, kev ntseeg siab thiab kev ruaj ntseg siab, thiab muaj lub neej ua haujlwm ntev (rau lub zog, piv txwv li, yuav tsum muaj daim ntawv thov kev lag luam chip tsis ua haujlwm tsawg dua ib lab, qee yam khoom tseem ceeb xav tau "0" lapse tus nqi, cov khoom tsim lub neej yuav tsum 7 * 24 teev, 10-20 xyoo ntawm kev ua haujlwm tsis tu ncua .(Thaum cov neeg siv khoom siv hluav taws xob tsis ua haujlwm ntawm peb txhiab ntawm ib feem pua, lub neej tsim ntawm 1-3 xyoos). Yog li ntawd, kev tsim thiab tsim cov chips muaj kev tswj xyuas nruj, yuav tsum tau ntau pua lab ntawm cov chips nrog kev ruaj ntseg zoo. muaj peev xwm, thiab qee cov khoom lag luam qib txawm tias yuav tsum tau kho cov txheej txheem ntau lawm.

Thib ob, muaj cov chips ua kom tau raws li cov kev xav tau ntawm cov khoom sib txawv, thiab yog li ntawd tsis muaj cov yam ntxwv ntawm cov neeg siv khoom chips mus nrhiav universal, standardized, price-rensitive.Kev lag luam chips feem ntau muaj ntau hom kev sib txawv, ib pawg me me tab sis nrog cov nqi ntxiv, yuav tsum muaj kev sib koom ua ke ntawm R & D thiab kev siv, los tshawb fawb thiab kev loj hlob rau daim ntawv thov scenarios, thiab tsim cov kev daws teeb meem nrog rau daim ntawv thov sab, yog li daim ntawv thov kev tsim kho tshiab yog qhov tseem ceeb. raws li kev siv technology tshiab.Tag nrho kev lag luam chip lag luam tsis yooj yim cuam tshuam los ntawm kev hloov pauv hauv kev loj hlob ntawm ib qho kev lag luam.Yog li ntawd, tus nqi hloov pauv nyob deb ntawm cov kev hloov pauv hauv cov chips xws li nco chips thiab logic circuits, thiab kev lag luam hloov pauv me me.Lub ntiaj teb loj tshaj plaws kev lag luam chip txiag Texas Instruments muaj cov khoom lag luam hauv chav kawm txog ntau dua 10,000 hom, cov khoom lag luam tag nrho cov txiaj ntsig mus txog ntau dua 60%, thaum cov nyiaj tau los txhua xyoo kuj tseem ruaj khov.

Thib peb, tus qauv kev loj hlob tseem ceeb ntawm cov tuam txhab lag luam chip rau IDM qauv.Kev lag luam nti kev ua tau zoo sib txawv heev, siv ntau cov txheej txheem tshwj xeeb, xws li BCD (Biploar, CMOS, DMOS), thaj chaw siab thiab SiGe (silicon germanium) thiab GaAs (gallium arsenide), ntau qhov kev ua tau zoo hauv cov kab ntau lawm. kom muaj kev cuam tshuam qhov zoo dua, yog li feem ntau yuav tsum tau kho cov txheej txheem thiab ntim khoom, thiab tsim thiab txheej txheem qhov tob ntawm kev sib koom ua ke kom tau raws li qhov xav tau ntawm tshwj xeeb kev lag luam thov scenarios.Tus qauv IDM tuaj yeem txhim kho cov khoom lag luam thiab txo cov nqi tsim khoom los ntawm cov txheej txheem tsim khoom, yog li dhau los ua tus qauv tsim kev nyiam rau lub ntiaj teb ua lag luam chip tuam txhab.Ntawm lub ntiaj teb kev lag luam chip muag cov nyiaj tau los ze li ntawm $ 48.56 billion, $ 37 billion hauv cov nyiaj tau los yog pab los ntawm IDM cov tuam txhab, thiab 18 ntawm lub ntiaj teb sab saum toj 20 tuam txhab lag luam chip yog IDM tuam txhab.

Plaub, kev lag luam concentration ntawm kev lag luam chip tuam txhab uas muag yog siab, thiab qhov teeb meem ntawm qhov loj yog ruaj khov rau lub sij hawm ntev.Vim muaj kev sib cais ntau dhau ntawm kev lag luam chip lag luam, cov lag luam loj nrog qee qhov kev sib koom ua ke muaj peev xwm, cov txheej txheem siab thiab kev tsim khoom muaj peev xwm ua rau muaj kev lag luam loj, thiab txuas ntxiv loj thiab muaj zog los ntawm kev tau txais thiab qhov zoo.Tsis tas li ntawd, vim kev lag luam chip kev lag luam feem ntau qeeb cov khoom hloov tshiab, ua rau tsawg dua cov tuam txhab tshiab nkag mus rau hauv daim teb no, kev lag luam monopoly qauv txuas ntxiv ntxiv.Yog li ntawd, tag nrho cov kev lag luam nti ua lag luam qauv qhia cov yam ntxwv ntawm "qhov loj yog ib txwm loj, kev ua lag luam monopoly cuam tshuam tseem ceeb".Tam sim no, lub ntiaj teb sab saum toj 40 cov tuam txhab lag luam chips tuav 80% ntawm tag nrho cov lag luam sib koom, thaum Asmeskas kev lag luam chip lag luam, sab saum toj 20 US cov tuam txhab tau pab 92.8% ntawm kev lag luam.

Tuam Tshoj txoj kev lag luam chip txoj kev loj hlob

Nrog rau Tuam Tshoj txoj kev txhawb zog ntawm kev tsim kho tshiab thiab kev lag luam hauv Is Taws Nem, qhov ntsuas ntawm Tuam Tshoj txoj kev lag luam chip lag luam tseem yuav pom kev loj hlob sai.Los ntawm 2025, nws cia siab tias qhov kev thov txhua xyoo rau cov chips hauv Tuam Tshoj txoj kab hluav taws xob hluav taws xob, kev thauj mus los, kev siv hluav taws xob thiab tshuaj lom neeg, hauv nroog thiab lwm qhov chaw lag luam yuav ze rau RMB 200 billion.Raws li kev lag luam loj ntawm Tuam Tshoj txoj kev lag luam nti hauv xyoo 2025 tau tshaj 2 trillion kwv yees, qhov kev thov rau cov chips muaj ib leeg suav txog 10%.Ntawm lawv, tag nrho cov kev thov rau kev lag luam suav thiab tswj cov chips, analog chips thiab sensors suav txog ntau dua 60%.

Nyob rau hauv sib piv, txawm tias Tuam Tshoj yog ib tug loj industrial lub teb chaws, tab sis nyob rau hauv lub hauv paus nti txuas yog nyob deb.Tam sim no, Tuam Tshoj muaj ib tug xov tooj ntawm industrial chip tuam txhab uas muag, tus xov tooj yog tsis heev, tab sis tag nrho cov fragmentation, tsis tsim ib tug synergy, kev sib tw kev sib tw yog tsis muaj zog tshaj li txawv teb chaws manufacturers, thiab cov khoom yog concentrated nyob rau hauv lub lag luam qis kawg.Raws li cov ntaub ntawv tsis ntev los no los ntawm IC Insights, Taiwan's Industrial Technology International Strategy Development Institute, sab saum toj 10 mainland IC tsim tuam txhab hauv 2019 yog, nyob rau hauv kev txiav txim, Heisi, Ziguang Group, Howe Technology, Bitmain, ZTE Microelectronics, Huada Integrated Circuit, Nanrui Smartcore Microelectronics , ISSI, Zhaoyi Innovation, thiab Datang Semiconductor.Ntawm lawv, qhov thib xya qeb duas ntawm Beijing Smartcore Microelectronics, tsuas yog ib qho ntawm cov nyiaj tau los no feem ntau yog los ntawm cov tuam txhab lag luam chips, lwm qhov yog cov neeg siv khoom siv chips rau pej xeem siv.

Tsis tas li ntawd, muaj qee qhov kev tsim qauv hauv zos thiab kev tsim cov khoom lag luam-qib chip manufacturers tsis muaj kev cuam tshuam hauv daim ntawv teev npe no, tshwj xeeb tshaj yog nyob rau hauv cov khoom siv hluav taws xob thiab lub zog, qee lub tuam txhab hauv zos tau ua kom muaj kev sib tw.Xws li Goer yog tus thawj coj hauv tsev sensor teb, nyob rau hauv kev lag luam electro-acoustic micro electro-acoustic Cheebtsam thiab cov neeg siv khoom siv hluav taws xob-acoustic khoom hauv kev tsim kho thiab kev tsim khoom ntawm kev sib tw heev.Hais txog cov khoom siv hluav taws xob, cov chaw lag luam hauv zos, sawv cev los ntawm CNMC thiab BYD, tau ua tiav cov txiaj ntsig zoo hauv kev ua haujlwm ntawm IGBT, paub txog kev hloov pauv hauv IGBT rau cov tsheb hluav taws xob thiab kev tsheb ciav hlau ceev.

Zuag qhia tag nrho, Tuam Tshoj cov chaw tsim khoom lag luam hauv zos, cov khoom lag luam tseem yog cov cuab yeej siv hluav taws xob, kev lag luam tswj MCU, sensors, thaum nyob rau hauv lwm yam loj ntawm cov chips industrial, xws li cov khoom lag luam zoo analog, ADC, CPU, FPGA, industrial cia, thiab lwm yam. tseem muaj qhov sib txawv loj ntawm Tuam Tshoj cov lag luam thiab cov tuam txhab loj thoob ntiaj teb.

Tau ntev, kev tsim kho thiab kev loj hlob ntawm Tuam Tshoj txoj kev lag luam tshuab tau ua qhov tseem ceeb tshaj cov chips industrial, thiab cov chips siv hauv cov cuab yeej siv feem ntau tau txais los ntawm cov tuam txhab loj txawv teb chaws.Ua ntej qhov tshwm sim ntawm kev tsis sib haum xeeb ntawm kev lag luam ntawm Tuam Tshoj thiab Tebchaws Meskas, cov tuam txhab tsim khoom hauv zos tau muab ob peb lub sijhawm sim, uas rau qee qhov cuam tshuam rau kev tsim cov chips hauv zos thiab tseem ua rau muaj kev cuam tshuam rau kev txhim kho hauv zos kev lag luam los tiv thaiv kev pheej hmoo.Cov chips muaj qhov sib txawv ntawm cov neeg siv khoom siv, nrog rau kev ua tau zoo tag nrho, qhov ntev R & D cycles, siab daim ntawv thov stability thiab tsawg zaus hloov.Tom qab lub thoob ntiaj teb chip mov saw raug txiav tawm lossis txwv los ntawm cov khoom lag luam tsis yog kev lag luam, nws yog qhov nyuaj los nrhiav cov khoom siv hloov pauv hauv lub sijhawm luv luv vim qhov kev paub tsawg ntawm kev lag luam loj ntawm cov khoom lag luam hauv zos nrog rau kev sim thiab kev ua yuam kev. thiab iteration, yog li cuam tshuam rau kev ua haujlwm ntawm kev lag luam.Ntawm qhov tod tes, nyob rau hauv cov ntsiab lus ntawm tag nrho cov kev lag luam hauv tsev poob qis, cov kev lag luam ib txwm xav tau los tsim cov ntsiab lus tshiab kev lag luam loj hlob, thiab cov txheej txheem tshiab raws li kev lag luam chips yog txhawb kev hloov pauv thiab txhim kho cov kev lag luam kev lag luam, tab sis yog tias muaj teeb meem ntawm lub caj dab daig. tsis tau daws, nws yuav cuam tshuam ncaj qha rau kev loj hlob ntawm kev lag luam tshiab kev lag luam thiab txwv tsis pub muaj kev nce qib ntawm kev lag luam fais fab kev lag luam.Nyob rau hauv kev pom ntawm no, Tuam Tshoj lub zos industrial chips xav tau ib tug loj txoj kev loj hlob qhov chaw thiab kev ua lag luam, uas tsis yog tsuas yog conducive rau txoj kev loj hlob ntawm lub zos chip kev lag luam, tab sis kuj mus rau lub noj qab haus huv thiab benign lag luam ntawm lub industrial system.