【编者按】在物联网Wi-Fi MCU领域,乐鑫已成为一家与高通、德州仪器、美满、赛普拉斯、瑞昱、联发科等同属于第一梯队的大陆企业。
suizhezhinengjiaju、zhinengzhifuzhongduan、kechuandaishebeidengwulianwanglingyudexunsufazhan,wulianwangwuxiantongxinxinpianlingyuyinglailejuejiadefazhanshiqi,shixianlejiaokuaidezengzhang。
jubandaotixingyeyanjiujigoutechno systems researchbaogaoxianshi,shiyongwi-fijishulianjiedewulianwangshebeishuliangjiangcong2016niande27.37yitaishangshengzhi2018niande31.21yitai,shiyonglanyajishulianjiedewulianwangshebeishuliangjiangcong2016niande39.60yitaishangshengzhi2018niande48.83yitai,yuji2022nianshiyongwi-fihelanyajishulianjiedewulianwangshebeizongjijiangdadao110.36yitai,xiayoushebeishuliangdechixuzengzhangjiangweiwulianwangwuxiantongxinxinpiandefazhantigongqiangdazhicheng。
而在物联网庞大的市场应用推动下,带动了国内一批无线通信芯片厂商快速成长,其中成长性最大的非乐鑫莫属。据Techno Systems Research研究报告显示,在物联网Wi-Fi MCU芯片领域,乐鑫成为唯一一家与高通、德州仪器、美满、赛普拉斯、瑞昱、联发科等同属于第一梯队的大陆企业。
rujin,chenglilechaoguo10niandelexinyijingqidongshangshidezibentongdao,jiasucongiotzouxianglingyigeaiotlingyudegaodian。muqian,kechuangbanipoqiyeshenqingshenheyezhengshishoulilexinkeji。
wulianwangyingyonglingyuguang、changjingfuza,duiwulianwangwuxiantongxinxinpiandejichengdu、gonghao、shujuchulisududengfangmiantichulejiaogaodeyaoqiu。wulianwangwuxiantongxinxinpianshejichangshangyibanxuanzewi-fihuolanyadengzuoweijishulujingkaizhanchanpinyanfa。lexinzhengshitigongwi-fi、lanyaxinpianhemozudezhulichangshangzhiyi。
ziliaoxianshi,lexinchengliyu2008nian,gongsishiyijiazhuanyedejichengdianlushejiqiye,caiyongfablessjingyingmoshi,zhuyaocongshiwulianwangwi-fi mcutongxinxinpianjiqimozudeyanfa、shejijixiaoshou,zhuyaochanpinwi-fi mcushizhinengjiaju、zhinengzhaoming、zhinengzhifuzhongduan、zhinengkechuandaishebei、chuanganshebeijigongyekongzhidengwulianwanglingyudehexintongxinxinpian。
而该行业竞争的主要参与者分为两类,一类是以高通、德州仪器、美满、瑞昱、联发科为首的大型传统集成电路设计厂商,另一类是以乐鑫为代表的中小集成电路设计企业。相较于大型设计厂商,乐鑫等企业一般提前布局研发,通过多年技术积累,占有市场先发优势,并在产品性能、性价比、本土化程度、客户服务及售后支持等方面领先其他竞争对手。muqian,lexinyichengweiquanqiudiyitiduiweiyidedaluqiye。
juxi,2014nian,bansuiwulianwanglingyudexingqi,lexinshishituichuesp8266xiliexinpian,pingjieyouyidezonghexingnenghegaodujicheng,huodeshichanglianghaofanying;2016nianmo,weimanzuxiayouwulianwanglingyukehuduoyanghuadekaifaxuqiu,lexinyingshituichuesp32xiliexinpian,gaichanpincaiyongshuanghejiegou、gongnenggengweifengfu,kaifagengbianjie。tongshi,weilemanzuxiayoukehuduimozuchanpindexuqiu,lexinzaiziyouxinpianjichushang,xiangkehutigongesp8266xiliemozujiesp32xiliemozudengmozuchanpin。
pingjiezhebusudeshichangyingxianglihegaoxingnengdechanpin,lexinyejiyezaifuyaozhishang。zhaogushupilu,2016-2018niandu,lexinyingyeshourufenbiewei12,293.86wanyuan、27,200.70wanyuanhe47,492.02wanyuan,yingyeshourunianjunfuhezengzhanglvwei96.55%;gongsijinglirunfenbiewei44wanyuan,2937wanyuan,9388wanyuan。
yucitongshi,lexinyizhixiangyoujiaogaodemaolilv,qiebaochiwending,yuangaoyuguoneiicshejichangshangdezhengtishuiping。2016-2018niandu,lexinzonghemaolilvfenbiewei51.45%、50.81%he50.66%。baogaoqinei,gongsigeleichanpindemaolilvqingkuangruxia:
具体在出货量方面,2016年至2018年,乐鑫的芯片出货量分别为2,172.14万颗、3,601.20万颗、7,597.25万颗;模组出货量分别为143.46万块、920.72万块、1,357.29万块,整体产销率超过90%。
zhidetijideshi,lexinjubeixingyelingxiandewulianwangwi-fi mcutongxinxinpianyanfaheshejiyoushi,bingqiechixutourudaliangziyuanyuchanpinjijishuyanfa,2016-2018niandu,gongsiyanfafeiyongzhanyingyeshourudebilijunzai15%yishang。zheiyezhengshilexinnenggoushishituichuduokuanxingnengyouyi、zonghexingjiabigao、gongnengfengfudengchanpindeyuanyin,youlidibaozhanglegongsiyewuguimodechixuzengzhang。
目前,乐鑫正在进行的研发项目主要围绕两大方向,一是现有产品的基础研发,用于产品更新换代,二是新技术、新产品的创新研发项目。zheiyeshilexinciciipomutoudezhongdian。
juzhaogushupilu,lexinbencinigongkaifaxingbuchaoguo2,000.00wangurenminbiputonggu(agu)。shijimujizijinkouchufaxingfeiyonghouquanbuyongyuyugongsizhuyingyewuxiangguandexiangmujifazhanyukejichubeizijin,jutiruxia:
jupilu,“biaozhunxieyiwuxianhulianxinpianjishushengjixiangmu”deshunlishishi,jiangtishenggongsiwi-fixinpiandexingnenghehexinjishuzhibiao,fengfugongsiwi-fixinpiandechanpinpinlei;“aichulixinpianyanfajichanyehuaxiangmu”deshunlishishi,jiangfengfugongsichanpinpinlei,tuozhanchanpinyingyonglingyu,jinyibuzengqianggongsizaiwulianwangxinpianxingyedezhengtishili,gonggugongsideshichangdiwei;“yanfazhongxinjianshexiangmu”shunlishishi,jiangzengqiangxianyoujishuzhongxindegongneng,tishenggongsizizhuyanfanengli、kejichengguozhuanhuanengliheshiyanjiancenengli,qianghuaqianyanjishuyanfashili。
lexinbiaoshi,bencimutouxiangmudeshishishixianyouyewudefazhanyubuchong,jiangyouxiaotigaogongsihexinjingzhengli,cujinxianyouzhuyingyewudechixuwendingfazhan。bencimutouxiangmujinjinweiraogongsixianyouzhuyingyewu,zhizaijinyibutishenggongsizizhuyanfanengli,jinyibutuijinchanpindiedaihejishuchuangxin,jinyibukuozhanggongsizhuyingyewuguimo,jinyibutishenghexinjingzhengliheshichangzhanyoulv。
以“标准协议无线互联芯片技术升级项目”为例,本项目是在现有产品线和技术储备的基础上,对Wi-Fi芯片产品进行迭代升级,从而丰富公司Wi-Fi芯片的产品品类,提升公司Wi-Fi芯片的性能和核心技术指标,满足客户日益增长的连接设备及高品质无线传输的需求,扩大公司在物联网Wi-Fi MCU通信芯片领域的市场份额。
ciwai,cicimutouaichulixinpianyanfajichanyehuaxiangmujianghuishilexinmiaozhunaiotdezhongdianbuju。jujieshao,gaixiangmushilexinbawoshichangfazhanjiyu,shunyingaixinpiankuaisufazhandeshichangqushi,tongguogoumaixianjindeipshouquan、kaifagongjujiyinjinyouxiudeyanfarenyuan,yizhinengjiajudengxingyedeaixinpianxuqiuweichufadian,yanfajuyoutuxiangchuli、yuyinshibie、shipinbianmadenggongnengdeaichulixinpian,jinerfengfugongsichanpinpinlei,tuozhanchanpinyingyonglingyu,jinyibuzengqianggongsizaiwulianwangxinpianxingyedezhengtishili,gonggugongsideshichangdiwei。
bansuizherengongzhinengdekuaisufazhan,aixinpianxiangduiyuchuantongxinpianjuyougengduoyoushi,jiangchengweijichengdianluxingyexiayigeqiangjingzengzhangdian,aixinpianshichangqianjingguangkuo。genjuyanjiujigoutechnaviodeshuju,2017nianquanqiuaixinpianshichangguimoyue7.9yimeiyuan,yujidao2021nianjiangdadao52.4yimeiyuan,nianjunfuhezengzhanglvjianggaoda60.48%。
lexinbiaoshi,mutoudeaichulixinpianyanfajichanyehuaxiangmujihuazongtouzi15,768.27wanyuan,xiangmujianshezhouqigongji2nian,yuqidi5nianwanquandachan,dachandangnianyujikeshixiannianxiaoshoushouru20,520.00wanyuan。zheishishunyingaixinpiankuaisufazhandeshichangqushi,tuokuangongsichanpinxian,tuozhanchanpinyingyonglingyudeyoulijucuo。
cong2014nianzhijin,lexinzhuazhulewulianwanglingyufazhandejiyu,zaixingyeneishishituichuduokuanxingnengyouyidechanpin,yukehuxingchenglejiaoqiangdehezuonianxing,huodelexiaomi、tuyazhineng、kewosi、dajin、mayijinfudengxiayouhuozhongduanzhimingkehudeguangfanrenke。
乐鑫产品通过物联网开发操作系统ESP-IDF,早已能够支持Google云物联平台、亚马逊AWS云物联平台、微软Azure云物联平台、苹果HomeKit平台、阿里云物联平台、小米物联平台、百度云物联平台、京东Joylink平台、腾讯物联平台、涂鸦云物联平台等国内外知名物联网平台,公司已形成了显著的品牌优势及市场先发优势,市场地位持续提升。
rujin,suizherengongzhinengjishuderiyichengshu,rengongzhinengyuwulianwangjieheriyijinmi,wulianwangcaijidicengshuju,rengongzhinengjishuchuli、fenxishujubingshixianxiangyinggongneng,liangxiangjishuxianghucujin,yingyonglingyuguangfan,ai-iotxinxingshichangkuaisufazhan,dafutuokuanlelexinchanpinyingyonglingyuheshiyongchangjing,lexinxinpianjimozuchanpinshichangkongjianzhubushifang。
zheiyezhengshiqizhanlvemubiao。lexinbiaoshi,gongsiyi“tigonganquan、wendingkekao、digonghaodewulianwangjiejuefangan”weishiming,weilaijiangjixugenjuxiayoushichangxuqiu,shunyingwulianwangherengongzhinengdengxinxingyingyonglingyufazhanqushi,fahuizishenzaiwi-fi mcutongxinxinpianlingyudeyanfajishejiyoushi,chixushejichujuyoushichangjingzhenglidewulianwangwi-fi mcutongxinxinpian,tigaochanpindepinpaizhimingdu,tuozhanyingyonglingyujixiayoukehufugaifanwei,gonggugongsizaiquanqiuwulianwangwi-fi mcutongxinxinpianlingyudeshichangdiwei,lizhengzaiwulianwangwi-fi mcutongxinxinpianlingyuchengweiguojilingxiandejichengdianlushejiqiye。
wulianwang、rengongzhinengdengxinxinglingyufangxingweiai,shichangkongjianjifazhanqianlijuda。lexinbiaoshi,weilaigongsijiangjixuzaiwulianwangwi-fi mcutongxinxinpianlingyucanyuquanqiushichangjingzheng,zhiliyuyanfajishejijuyouguojishichangjingzhenglidechanpin,zengqiangchanpinxingneng,tuokuanyingyonglingyu,gonggushichangyoushidiwei;zaiwanshanxianyouchanpindejichushang,gongsijiangzairengongzhinengdengzhanlvexinxinglingyutiqianbuju,jileirengongzhinengjishu,yanfarengongzhinengxinpian,bawoxindezhanlvefazhanjiyu。
jutilaikan,lexincheng,jiangquanmianshengjixianyouchanpin,zhenduixianyouchanpin,shenduwajuexiayoukehuxuqiu,duofangmiantishengchanpinxingneng,kaifaxingnenggengyou、xingjiabigengjiadewulianwangwi-fi mcutongxinxinpian;tongshi,baworengongzhinengshichangjiyu,zengqiangzairengongzhinengxiangguanlingyuderencai、jishujichanpinchubei,shishituichurengongzhinengchulixinpian。
zhengtilaikan,zairengongzhinengkuaisufazhandebeijingxia,lexinyoubiyaoshenduwajuekehuxuqiu,weikehutigonggengzhinengdeaichulixinpian,congerzengqiangkehuzhanxing,quebaogongsidekehuquntibuduanzhuangda,chixutishenggongsiyinglinengli。congiotkuaisuyanshenzhiaiot,jiangshilexindexiayigegaodian。
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