作为亚洲数字设计业Fabless的旗舰,海思布局了:
qilin980caiyong7namizhichenggongyi、qilin985jiangcaiyong7nm+euvgongyi;
tiangangxinpian——yejieshoukuan5gjizhanhexinxinpian;
shengtengde“dafenqijiagou”,shiquanqiushougeshixianquanzhanquanchangjingdeaixinpian;
巴龙基带DSP芯片,吊打苹果Intel联发科;
除华为以外,以寒武纪、嘉楠耘智为首的AI独角兽也在ASIC芯片领域领先世界:
hanwuji——2016nianjiufabuleshijieshoukuanshangyongshenduxuexizhuanyongchuliqihanwuji1a;
jiananyunzhi——wakuangyongdeasicxinpianyijingdadaoquanqiulingxiande7nmzhicheng。
百度、阿里、小米也加入了造芯队伍:
baidu——fabuleyunduandekunlunxinpian
ali——chenglilepingtougegongsi
xiaomi——songguohedayubujuiotxinpian
但是,看到辉煌的同时,也该看到我国芯片设计业的软肋:
(1)chuhaisiwai,quefawendingjuyuquanqiutop 10dexinpianshejijutou
(2)xinpianshejideshengtaixuyaowanshan,muqianyilaihaiwaiarm、mipsdengjiagoushouquan
(3)edashejiruanjianbeicadence、synopsysdengshijiejutoulongduan
除海思这艘航空母舰外,fabless的突围需要国产舰队的支持:
weiergufen:haoweikejishishijiecisjutou
huidingkeji:xiaofeidianzixinpianshejilingjun
shengbanggufen:monixinpianshejixiquebiaode
zhuoshengwei:tongxinshepinxinpianzizhukekong
zhaoyi、lanqi、junzhengdecunchuxinpiansheji
lingwai,ziguangwei、jingjiawei、fudanwei、guokewei、fuhanwei、fumanweidexifenxinpianshejiyetigongleqiangdadefablesszizhukekongshengtai。
芯片设计在产业链中占据重要位置,技术壁垒高,需要大量的人力、物力投入,需要较长时间的技术积累和经验沉淀。目前在全球集成电路设计市场中美国企业占据了半壁江山,中国设计产业在核心架构与EDA工具方面仍然依赖国外授权。但近年来我国设计产业发展迅猛,行业增速远超国际平均水平,yijingdadao7nmxianjinzhicheng,zai5gxinpianjishushangyezouzaishijieqianlie。bitedalu、hanwujikejidengzaiasicxinpianlingyudushuyizhi,rangzhongguozaixinpianshejilingyuwandaochaochechengweikeneng。
xinpiandeshejiguochengzhuyaofenweisigebuzhou:yi、genjusuoxugongnengxuanzexiangyingdexinpianjiagouyuipmokuai;er、bianxiechuduiyingdehdldaima,bingfangdaoeda toolzhongfanfuyunxingceshi,zhidaogongnengzhengqueweizhi;san、jiangceshichenggongdedaimafangrulingyitaoeda toolzhongjinxingdianlubujuyuraoxianbingjiancedianluyunxingqingkuang;si、zidicengkaishi,zhucengweishejihaodedianlutuzhizuoguangzhao,zuizhongxingchengqiwangdexinpian。
shangshiji60niandai,zaoqiqiyedoushiidmyunyingmoshi(chuizhijicheng),zheizhongmoshihangaisheji、zhizao、fengcedengzhenggexinpianshengchanliucheng,zheileiqiyeyibanjuyouguimopangda、jishuquanmian、jileishenhoudetedian,ruintel、sanxingdeng。suizhejishushengjidechengbenyuelaiyuegaoyijiduiicchanyeshengchanxiaolvdeyaoqiutisheng,cushizhenggechanyezhujianxiangsheji、zhizao、fengzhuang、ceshifenlidechuizhifengongmoshifazhan。zheizhongchuizhifengongdemoshishouxiandadatishenglezhenggechanyedeyunzuoxiaolv;qici,jiangxiangduiqingzichandeshejihezhongzichandezhizaojifengcefenliyouliyugegehuanjiejizhongyanfatouru,jiasujishufazhan,jixinwanjiayigejinruxingyedeqierudian,lirujishushuipingjiaodidefengzhuangjiance、shejituchudefablessdeng。
zidaigongmoshichuxianzhihou,quanqiujichengdianlushejixingyeyizhichengxianchixuzengzhangdeshitou。congyingshouzengsujiaodulaikan,icshejishichangchuxianguoliangcidaguimozengzhang。diyicishizai2003-2004zhijian,zhuyaoyouyuwindows xpfabuhoudailaidegerenpchuanjichao。qicishi2010nianzhinengshoujishentoulvdejiasutishengdailaiicshejishichangguimodedafutisheng。suirandangxiazhinengshouji、bijibendiannaodengzhongduanchanpinjinruchengshuqi,zengliangfanghuan,danshiwulianwang、rengongzhinengdengxinxinglingyurengchuyujishujileijieduan,shichangguimojiaoweiyouxian,yincizai2015nianzuoyouquanqiuicshejixingyeshichangguimochuxianxiaofuweisuo,2016nianquanqiuicshejixingyeshichangguimozaicishixianzengzhang,2018nianquanqiuicshejixingyexiaoshouewei1139yimeiyuan。
congicshejishichangquyufenelaikan,meiguojichengdianlushejixingyechuyuquanqiulingxiandiwei,2017nianxingyexiaoshouezhanquanqiujichengdianlushejiyede 53%;zhongguotaiwandiquzhan16%,weijudier;zhongguodaludiquicshejixiaoshouezhanbijiaodi,yuanyinzhiyizaiyuleisihaisibandaoti、zhongxingweidianzihedatangweidianzidengguoneiicshejijutouduoshuicchanpinjingongziyong,yincizhuanyitamenziyongdeicchanpinzhiwai,zhongguodaluzhijiexiangshichanggongyingdeicchanpinxiaoshouejinzhan11%。
congicshejiqiyeshililaikan,woguodaluquefaquanqiuxingdeicshejiqiye。genjutuopuchanyeyanjiuyuanshuju,2018nianquanqiuqianshidaicshejiqiyezhong,meiguoyongyou6ge,zhongguotaiwanyongyou3ge,deguoyou1ge。erqieqianliangmingbotonghegaotong2018nianyingshoufenbiewei189he164yimeiyuan,liangzheyingshouzhihezhanjulequanqiuqianshidaicshejiqiyeyingshoude50%。zhongguodalumuqianhaiquefacongyingshoutiliangshangjinruquanqiuqianshideicshejijutou。
congyanfazhichujiaodulaikan,guoneiicshejiqiyeyuguojidachangyouhendachaju。genjuic insightsshuju,2017nianquanqiutouruyanfazijinzuiduodeqian10dabandaotichangzhuyaoweiyingteer、gaotong、botong、sanxingdengquanqiubandaotijutou。chulegaotonghedongzhideyanfakaizhixiangbi2016nianchuxianlefuzengzhang,qitachangshangjunchengxiantongbitishengtaishi。guoneiicshejichangshangmuqianhaimeiyouyanfakaizhichaoguo10yimeiyuande,yincidaluicshejichanyedetouziliduyuqitadachangxiangbihaicunzaiyidingchaju。
congjishujiaodulaikan,woguoicshejidejishunantizhuyaoshihexinjiagouyuedagongjushouzhiyuren。
zaihexinjiagoufangmian,gaoduyilaihaiwaigongsideipshouquan。dangqianguoneizhuliuicshejishangcaiyonggoumaiguowaicpudeipshouquan,bingjiezhuxianyoudeshengtaixitongkaituoshichang。liruhuaweihaisicong2009niandek3dao2018niandeqilin980,zaiguochansocxinpianlingyuqudejiaodatupo,danshi,huaweishoujisocdeqilinxinpianhefuwuqidekunpengxinpiandejiagouyuzhilingjiyiranyilaiarmgongsideshouquan,bujinxukefeigaoang,erqiemeicishouquanqixianjinjin4-5nian,haibeixiandingshiyongfanwei。
ARM的授权模式分为三个等级:授权等级最低的是使用层级授权,拥有使用授权的用户只能购买已经封装好的ARM处理器核心,而如果想要实现更多功能和特性,则只能通过增加封装之外的DSP核心的形式来实现。大多数缺乏研发设计能力的初创企业都选择购买这种授权;授权等级较高的是内核层级授权,指可以一个内核为基础然后在加上自己的外设形成MCU,例如三星、德州仪器(TI)、博通、、fushitongdengdeng;shouquandengjizuigaodeshijiagou/zhilingjicengjishouquan,zhikeyiduiarmjiagoujinxingdafudugaizao,shenzhikeyiduiarmzhilingjijinxingkuozhanhuosuojian,lirupingguodeaxilie、gaotongdexiaolongxilie、huaweideqilinxilie。
rujin,woguo80%dexinxichanyedoushichuangjianzaitarendexinpianpingtaijichushangde。muqian,guoneijinyouzhongkeyuandelongxinhezongcanmoubudeshenweiyongyouzizhujiagou,qianzheyongyubeidoudaohang,houzheyongyushenweichaojijisuanji,minyonglingyujibenshikongbai。conggemingdejiaodukan,shenweibilongxingengjugemingxing,longxinweileshengtaijianronglemipszhilingji,bingzaimipsdejichushangkuozhanxingchengleloongisa,ershenweizedulikaifalesw64zhiling。shenwei432dayueyulongxin3a4000tongyishiqiwancheng,zaizhupinhegongyishangbilongxin3a4000gengqiang,danzaiweijiegoukenengshilongxindegenghao,liangzhedexingnengkenenghuizaibozhongzhijian。yushenwei432caiyongtongyikuanneihedefuwuqicpu,shenwei3232,zheikuanxinpiankeyidadaoyingteerzhuliufuwuqide60%—70%。
zaixinpianshejideedagongjufangmian,woguoxinpianshejigongsiyelibukaicadence、synopsysdenghaiwaiedaruanjiangongsideshouquan。
edagongjushidianzishejizidonghua(electronic design automation)dejiancheng,liyongedagongju,gongchengshijiangxinpiandedianlusheji、xingnengfenxi、shejichuicbantudezhenggeguochengjiaoyoujisuanjizidongchuliwancheng。zaijichengdianludongzhexuyaoshangyijingtiguandejintian,shougongbuxianyiranbukewei,yinciedayijingchengweiicdianzixingyebibeideshejigongjuruanjian。daomuqianweizhi,quanqiuedaxingyejibenxingchenglesanjiadinglidegeju。zheisanjiagongsifenbieshi,meiguodexinsikeji(synopsys)、tongyangshilaizimeiguodekaidengdianzikeji(cadence)、2016nianbeideguoximenzishougoudemingdaoguoji(mentor graphics)。jin2017nianli,quanqiuedaxingyedezongshouruzhongyou70%beizheisanjiagongsiguafen。guoneideedaqiyezhuyaoyouhuadajiutian、gailundianzi、guangliwei、xinhekejideng。suiranjinnianlaifazhanxunsu,danyuguowaijutoudejishuyutouruchajurengranjiaoda。
congchanyejiegoulaikan,woguojichengdianluchanyelianjiegouzhengzaibuduanyouhua。2011nian,woguozhuyaoyijishuhanliangjiaodidefengceyeweizhu,fengcezhanbigaoda50.46%,chaoguoshejihezhizaozhanbizhihe。2018nian,woguodeshejiyechengweijichengdianluchanyelianzhongzhanbizuidadefenzhi,zhanbigaoda38.57%,chaoguofengceyede33.59%。woguodebandaotichanyejiegoukaishibuduanyouhua,yishejihezhizaoweizhudejishumijixingqiyezhanbizhengbuduantisheng。
congshichangfenelaikan,woguobandaotishejishichangfenezengsulingxianxingyepingjunshuiping。zi2010nianyilai,zuidadewujingyuanjichengdianlushichangfenezengzhanglaizizhongguogongyingshang,10jiazhongguowujingyuanchanggongsibeilieru2017niandewujingyuanicgongyingshangqian50mingmingdan,er2009nianjinyouyijia。zi2010nianyilai,zuidadewujingyuanjichengdianlushichangfenezengzhanglaizizhongguogongyingshang,2010nianzhanju5%defene,danzhan2017nianwujingyuaniczongxiaoshouliangde11%。unigroup(ziguang)shi2017nianzhongguozuidadewujingyuanicgongyingshang(yeshiquanqiudijiudawujingyuangongyingshang),xiaoshoueda21yimeiyuan。
conggongsishulianglaikan,woguoicshejiqiyeshuliangzengzhangxunsu。zi2012nianyilai,zhongguoicshejiqiyezhunianzengjia,2015niandiicshejiqiyewei736jia,2016nianshixianmaichongshitiaoyuezhi1362jia,zengzhanglvgaoda85%。2018nianzaicishixiandafuzengzhang,zengjiazhi1698jia,zengzhanglvgaoda23%。
zaiasicxinpianlingyu,guoneichangshangyijingqudeleyidingchengji。yibitedalu、jiananyunzhiweidaibiaodekuangjichangshangcaiyongdeasicxinpianyijingdadaole7nmzhicheng,zaiguojizhongchuyujiaoxianjindiwei。hanwujikejituichudehanwuji1achuliqi(cambricon-1a)shishijieshoukuanshangyongshenduxuexizhuanyongchuliqi,mianxiangzhinengshouji、anfangjiankong、kechuandaishebei、wurenjihezhinengjiashidenggeleizhongduanshebei,zaiyunxingzhuliuzhinengsuanfashixingnenggonghaobiquanmianchaoyuecpuhegpu。tongshi,guoneigedakejihulianwangjutoudouzaitouzibujuasicxinpian。2018nian9yuealibabachenglipingtougebandaotixinpiangongsi,qikaifadezizhuqianrushicpuzaiyuyinshibie、jiqishijue、wuxianlianjie、gongyekongzhiheqichedianzidenglingyuyidedaoguimohuadeyingyong,zhongduanchanpinleijiyingyongyichao10yike。2019nian4yue,xiaomigongsijiangqixiazigongsizhongzu,chenglidayubandaoti,zhuanzhuyuaiheiotxinpianyujiejuefangandejishuyanfa。suizheweilairengongzhinengyuwulianwangdeqiannengshifang, asicxinpianjiangdakaigengdadeshichangkongjian。
zai5gjishufangmian,woguoyijingzouzaileshijieqianlie。2019nian1yuehuaweifabulequanqiushoukuan5gjizhanhexinxinpian“huaweitiangang”ji5gduomozhongduanxinpian“balong5000”。huaweitiangangkezhichi200myunyingshangpinpudaikuan,keshixianjizhanchicunsuoxiaochao50%、zhongliangjianqing23%、gonghaojieshengda21%,anzhuangshijianbibiaozhunde4gjizhan7.5xiaoshideanzhuangshijianjieshengyiban,youxiaojiejuezhandianhuoqunan、chengbengaodengtiaozhan。balong5000zeshiquanmiankaiqi5gshidaideyaochi,keyizhichiduozhongfengfudechanpinxingtai,chulezhinengshoujiwai,haibaokuojiatingkuandaizhongduan、chezaizhongduanhe5gmozudeng,jiangzaigengduoshiyongchangjingxiaweiguangdaxiaofeizhedailaibutongyiwangde5glianjietiyan。
zuoweixinxishehuitongyongjichusheshi,shixia5gchanyejiansheyijifazhanruhuorutu,bingjiangzuizhongdaidongshushiwanyiguimodeshehuijingjifazhan。dan5gzaizhengshijinxingshangyonghuapujiyingyongqiandetaishiruhefazhan?5gjiangweinaxielingyudebiangedailaiyouyifuneng?5gjiangzaigexinggeyexianqishenmeyangdeshichangfengbao?xiliewentiyirankunraozhegejierenshi。
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