小米，求求你别做芯片了

“yeyinggaijiejianhulianwangshixianmianfei，anzhaochengbenjiaxiaoshou。”

“sanwunianzhineiyidinghuiyouyijiaxindexinpiangongsishianshazijiagemaixinpian，erqiequdejudadechenggong。”

leijundagaimeixiangdao，2013 nianzaibeijingweidianziguojiyantaohuishangdezheiyifanyiqifengfadeyuyan，wunianhoukanlaishirucilingrenganga。

4 月 2 日，小米集团组织部宣布了关于旗下芯片公司松果的动向，与新一代 SoC 无关，而是松果电子团队迎来重组：部分团队分拆组建新公司南京大鱼半导体，并独立融资。

zhongzuhou，xiaomichiyounanjingdayubandaoti 25% guquan，tuanduijitichigu 75%。dayubandaotijiangzhuanzhuyubandaotilingyude ai 、iot xinpianyujiejuefangandejishuyanfa，ersongguojiangjixuzhuanzhushouji soc xinpianhe ai xinpianyanfa。

erjuxiangguanbaodao，dayuneiburenshibiaoshiyiyouduojiatouzijigouzaijieqiadayu，“zuikuaidejijia，jinzhidiaochadouyijingzuowanle”。

guanyufenchaiyuanyin，guanfangdeshuofashi“weilepeihegongsi aiot zhanlvejiasuluodi”。danbuguanshizhanlvediaozhengyehao，huanguizhongshengyeba，xujiuweiyoudongjingdesongguonandelumian，quezhiziweitixinyidaishouji soc dedongxiang，yiranrangkankemenduiyu“zhongguoxin”pengpaixilieqianjingxinshengyihuo。

为何分拆松果电子？

与华为早年顶着压力，强行上三代旗舰海思K3V2不同，小米的澎湃芯片堪称“短命”。

2017 nian 2 yue 28 ri，dazaisongguotuichudediyikuan soc pengpai s1 dezhongduanjixiaomi 5c fabu。dingzhe“zhongguoxin”detouxian，leijunzaifabuhuishangshucigengyan，tongshiweipengpai s1 dingxialejidiao：daguimoliangchandezhonggaoduanxinpian。

然而事与愿违，澎湃 S1 不仅未能搭载在更多小米产品中，就连小米 5C 也从官网上下架了，生命周期约 7 个月。从此，澎湃处理器再也没能出现于小米手机中。

songguodexinwenzuihouyicichuxianzaixiaomideguanfangqudao，zeshi 2017 nian 11 yuedexiaomi iot kaifazhedahuishang。

yejiushixiaomi 5c xiajiahoudeyigeyue，dangshisongguoyijingzai nb-iot mozudechanpinluxianzhong，yujizai 2018 nian q2 fabu，danzheikuanchanpinzhijinmeiyouxiawen。

guanyuxiaomiweihemeiyoudamianjishiyongpengpai s1，worenweiliangzhongshuofadouyouyidingkexindu：

yifangmian，zuoweisongguonachudechudaichanpin，pengpai s1 debiaoxianzhinengmianqiangdadaojigexian，28nm zhichengyu 14nm zhichengdechajubaizaimianqian，fareyanzhongdexiaomi 5c yeluodegexiaoliangcandan；

lingyifangmian，xiaomizaidangnian 11 yuedezhongmeiqiyejiaduihuazhong，yu ov yiqi，gengaotongdachengleyixiangbeiwanglu，jiangzaisannianneicaigoujinewei 120 yimeiyuandelingbujian，zheiyoubianxiangjizhanlepengpai s1 deshengcunkongjian。

jinguannianniandouzaishuo“moerdinglvshixiao”，danxinpianxingyeshizhongsuozhouzhide“yibumanbubuman”，benjiumanleyidaidepengpai s1 quefadaguimoshangyongjingyanjileiyidamochanpin，gengshidehouxuchanpinbeixingyeshuaideyuelaiyuelaiyuan。

换句话说，从发布头一年起，澎湃芯片便没能浪得起来。

而时间翻到 2018 年后，事情变得更加复杂。人人都在说红利消失，国产手机市场其实最为敏感。

qiebushuohuawei，yiwangbeigoubinggaojiadipeide oppo he vivo liangjia，yezai 2018 niankaiqilefanjijiezou：xiangshang，tuichu nex he find x niuzhuanleyiguan“buzhuzhongyanfa”deguyouyinxiang。xiangxia，gezituichulemianxiangdianshangqudaode z xiliehe k xilie，tongjiaweichanpindexingjiabishenzhihexiaomidachengpingshou。

danduiyuxiaomieryan，2018 niandebiaoxianyijingzhidejingxing。

chanpincengmian，shangshihouxiaomidechanpinbiaoxianchumingxiandeqiuwenxintai。mix3 detuoxiehepingyong，keyishuoshizalegaibian“xiaomiwugaoduan”yinxiangde mix xiliedezhaopai。

erlingyibianqueshi 2018 niancaibaodeganga。yizhibiaobang“yingjianbuzhuanqian”，dan 160 yiyuanhulianwangfuwuyewushouruzhong，guanggaoshourubiandadaolerenminbi 101 yiyuan，tongbizengzhang 79.9%，zheibeibushaorenshiweifumian。leijunyezairiqianbiaoshiyao“zhengzhiguanggao”。

suoyi，gaoyijiachanpinbuganzuo，guanggaoyaoshouzhezuo，jinglirundaodicongnaerlai？

erzaidapanweisuodedaqiantixia，ov liangjiaduixingjiabishichangdeqieru，bujinjinyibujiyalexiaomideshengcunkongjian，gengshidexiaomisangshile“renxing”deziben。

何为任性?

参考defazhanlujing。yifangmianzaiyuyanfatouru，dangengzhongyaodeyidianshi，bishishoujirengchuyuzengliangshichangdehongliqi，zhiyaochanpinshaoyouliangdian，xiaofeizheyiranyuanyidakaiqianbao。suoyi，qianqideqilin soc zaigonghaoyujianrongxingshangkancheng“canburendu”，danhaodaishidingzhemamingzoudaoxianzai。

xianran，rujindeshichangbujinbuhuijisongguozheiyangdejihui，gengyinweilinjin 5g baofaqianye，dui soc jidaitichulegenggaoyaoqiu，daozhishichangduixinwanjiadegengjiabuyouhao。

huanjuhuashuo，shouji soc benshiyigekeyijiangdehenxinggandegushi，dancuoguoyigechuangkouqihou，youmeiyouaodaoxiayigedeshili，caishifenchaisongguozuijibendekaoliang。yimuqianxiaomijibenpandeqingkuang，bingbuleguan。

songguohequhecong？shiqingdebianhuazaoyiyoulejixiang

2018 nian 4 yue，alixuanbuquanzishougoushougouzhongtianwei。buguo，zheizhishiyilianchuandongzuodezhongju。zaozai 2015 nian，aliyijingyuzhongtianweihezuokaifawulianwangyunxinpianjiagou。2016 nian，aliruguzhongtianweichengweiqidiyidagudong。

zheizaidangshibeishiweialiduixianlechenglidamoyuanshidechengnuo：alixuyaojubeishejiyugaizaoxinpian soc jiagoudenengli。

erzaiwugeyuehou，yejiushiqunian 9 yue，jiuweidesongguodengchangle：

songguodianziyuzhongtianweixuanbu，shuangfangdachengquanfangweizhanlvehezuohuobanguanxibingjinxinglianhekaifa，yizhongtianwei risc-v cpu chuliqiweijichupingtai，songguodianzitigongjijushichangjingzhenglide soc zhinengyingjianchanpin，gongtongcujinhejiasu risc-v zaiguoneideshangyehuajincheng。

以官方信息来看，背靠阿里、资金充裕的中天微将提供基础技术，而松果则依靠小米成熟的智能硬件生态提供产品落地的市场。

kanqilai，risc-v shikaiyuanjiagou，buhuizaizhuanlicengmianshangbeikabozi，jishufangmianyouzhongtianweidiandiyenengdadajianshaoyanfatouru。duiyuzaoyiguihuale iot fangxiangdesongguoeryan，suanshibucuodexuanze。

dangran，shiqingyaojieheqilaikan。shijishang，pengpai s2 yijingzaiqunian 11 yuechuanchulianxuwuciliupianshibai：

• 2017年三月S2第一版流片归来，台积电16nm工艺制作（流片就是把图纸给台积电小批量试产一次费用几千万），yizhouhouneibuquerenxinpianshejiyoudawentigenbenbunengliangjixuyaodagai；

• 2017nian8yuedierbans2guilai，yiranwufadianliang；

• 2017nian12yuedisanbans2guilai，haishiwufaliangji；

• 2018nian3yuedisibanguilai，xinpianyouzhongdabugxuyaotuidaozhonglai；

• 2018nian7yuediwubans2guilai，yuanyuanmeidadaoliangchanyuqi，youdaliangjingtiguanwufaxiangying，xuyaogaisheji、xiufubug。

yixiaomizheiyitiliang，yinianbanshijianliupianwuci，jihushishubeiyutongxingdepinlv，wufeiyinzhengleliangfangmiandewenti：

其一，研发薄弱，仿真验证等准备不足；

其二，澎湃 S2 烧掉了大量研发预算。

dangran，wulunxijieyushishifouwenhe，yijingmeiyouzhengshideyiyi，bijingdaoxianzaiyemeiyouguanyupengpai s2 liupianchenggongdeguanfangbaodao。buguo，yiweisongguoyuangongzaizhihushangdeshuofa，queconglingyigejiaoduzhengshilepengpai s2 deshibai：

• pengpai s2 yihouyoukenengyongzaiwurenjishang；

• muqianpengpai s2 yijiuwufayongyushouji。

jieheqilaikan，rujindesongguofenchaiyejiubunanlijiele。

zhongsuozhouzhi，xinpianxingyexuyao“zijinrencailiangshouzhua”。yigezuidianxingdelizishi，amd beiyingteeryazhiduonian，daniu jim keller daiduinachu zen jiagou，zongsuanrang amd zaijinjinianchuanleyikouqi。

eryinianbanwuciliupianshibai，tuanduibenjiubudadesongguo，xianranbingbujubeichaichengliangjiafenkaiyanfadeshili。

qunianyuzhongtianweidehezuo，qishigengxiangshisongguoyijingkaishiliangshouzhunbei，baoshangyitiao“jishudatui”，rangzijideyijixushengcunxiaqu。erzheicixuanbuchaifen，zeshifangxiangdejinyibuqueding。

与其说是拆分，不如说是战略调整。松果多半会作为“研发实力背书”而继续存在，重点转向 IoT 芯片。而澎湃，前途渺茫。

biewangle，kechuangbandezheitangcheshang，keshizuomanlebandaotichangshang。