【编者按】作为科创板重点支持领域，集成电路乃至半导体产业的发展一直广受各界人士关注。下文从全球半导体2018数据分析，中国半导体投资创业机会，设计演进历史和趋势等角度展开分析，深入的介绍了过去一年该领域的发展状况。
jinjinianquanqiubandaotilingyufashengleduoqibinggou，qizhongbufazhongguozibendecanyu，jichengdianluchanyexiangzhongguodaluzhuanyiyichengyejiegongshi。yujijinnianquanqiujichengdianlushichangguimojiangdadao5000yimeiyuan，zuoweiquanqiuguimozuida、zengsuzuikuaidezhongguojichengdianlushichangguimoyejiangdadao2wanyiyuanrenminbi。
suizhezhongguojichengdianluchanyefazhanqudezhangzujinbu，chanyeliankuangjiadajianjibenwancheng，chanyejiegoubuduanwanshan，chanyefenweiyegengjianonghou。weiraocunchuqixinpian、huahewubandaoti、rengongzhineng、wulianwangdengxiangguandechanyejiqunfenfenluodi。zhongguobandaotichanyeqiangshijueqijianghuidaidonggengduoshangji，tongshibentushebeijicailiaochangshangyehuizaizheibofazhanlangchaozhongtongbushouyi。
shouxian，woxiangjidajiajieshaodianzichanyehebandaotichanyezaiquanqiugdplimiandediwei。
2017nian，quanqiugdpzongeyuewei83wanyimeijin，qizhongdianzixiangguandechanyegongxianyue1.5wanyimeijin，dagaizhanquanqiugdpde1.8%。zheigebiligenwomenpingshideganjuebijiaoxiang，yigenianshouru100wandejiating，yiniandagaihuafei1-2wangoumaigezhongdianzishebei，baokuoshouji、diannao、dianshi、dianbingxiangdeng。weilai，suizhewomenzaidianzishebeishanghuafeiyuelaiyueduo，zheigebilijianghuiyuelaiyueda，zheiyeshidianzichanyehebandaotichanyedezengzhangsuduyizhikuaiyuquanqiugdpzengzhangsududeyuanyinzhiyi。
dianzichanyelimianbandaotichanyezhanbiyuewei1/3，2017nianbandaotichanyezongzhiyuewei4300duoyimeijin，2018nianchanzhi4700yimeijin。bandaotichanyezongzhicong1996niande1400duoyimeijinzengzhangdaojintiandebudao5000yimeijin，nianfuhezengzhanglvpingjunzai6%zuoyou。
er5000yimeijindebandaotixiaoshouezhongde1/3yaohuazaichengbenshang。zhuyaobaokuoliangbufen，qizhongzibenzhichubaokuomaishebeihejianchangmeiniandagaihuafei1100yimeijin；lingwaigoumaishengchanxinpiandeyuancailiaozai2016nianhuafei400yimeijin，2017nianhuafei481yimeijin，2018nianyujiwei500yimeijin。
chaoguo4700yimeijindebandaotixiaoshouezhuyaolaizinaxieqiyeni？
我们看一下全球前15大半导体公司，其中最大的半导体厂商zaizhenggexiaoshouezhongzhanbiyuewei20%，2018niandechanzhiyujiwei800duoyimeijin，di2mingyingteeryuewei700yimeijin。yingteerzhanjubandaotibangshoudeweizhidagaiersanshiniandeshijian，zhidao2017niancaibeisanxingchaoguo，2018nianyouyuneicunzhangjiadeyuanyinyingteerluohousanxingbijiaoduo。
据统计，全球前15名的半导体厂商大概占整个行业的80%，所以半导体是一个集中度非常高的行业。当前，全球前15大半导体厂商里面没有一家中国公司，所以我们追赶的路还很长。ruguoanzhaoyingyonghuafen，5000yimeijindexiaoshouezhong1000duoyishicunchuchanpin，qizhongdramneicunjiugongxianle1100yimeijin，nandshancunxiaoshouedagaiwei600duoyimeijin，jiexialaishishuzixinpian、monixinpiandeng。
2018世界前10大半导体厂商的门槛大概在120亿美金左右，中国youwangjinru2019nianquanqiuqian10dabandaotichangshang。ruguocongzengzhanglvdejiaodukan，2018nianzhuyaodezengzhanghaishilaizicunchuchanpin，cunchugongsibuguanshisanxing、skhailishihaishimeiguang，qizengzhangsududouyuanchaoxingyepingjunzengsu，baokuodongzhihainengshixiangaochengzhangyeshiyinweicunchu，shangbannianhenduoshuzihuobi、rengongzhinenggongsihuimaidongzhixiankazuojiasu，suoyiqishangbannianzengsubijiaokuai，danxiabannianzengsujiumanxialaile。
quanqiucunchushichangfeneshizenmehuafendeni？1400yimeijindeshichangzhongdramheflashzhanledabufen。congzengzhanglvshangkan，jingguo2017niandefengkuangzengzhangyihou，2018niandesudurengranhenkuai。zhidezhuyideshi，zheiyibodezengzhangzhuyaoshilaiziyuzhangjia，erbushilaiziyuchuhuoliangdedafudutisheng。suoyijinjinianbandaotidegaosuchengzhangli，bufenyuanyinshizhangjiazaochengdepaomo。congchucunyingyongshangkan，zhuyaohaishidiannaohetongxinshichang，zuizhiguandeganshoushiwomendeshoujicongzuizaode10duogcunchudaolejintian200duog，yingpanchanpinyemanmandibeissdchanpinsuotidai。
kanwanxiaoshouzaikanzibenzhichu，zheigezhibiaoshihenzhongyaoyuceweilai2~3nianbandaotichanyejingqichengdudeyujing。cong2017niankaishi，bandaotixingyedezibenzhichukaishikuaisudishangsheng，quanqiuqian5dabandaotigongsi2018niandezibenzhichubi2017nianzengjiale16%，er2017niandezibenzhichuyijingbi2017niannianchuyuqigaole35%。quanqiuqian3dabandaotichangshang（sanxing、yingteer、taijidian）zhongdesanxing2017niandezibenzhichudadaole250yimeijin，2018nianyedadaole200duoyimeijin，zheigeshuzishifeichangherende，yaozhidaozhongguodaludebandaotixiaoshouecai300duoyimeijin，quanbuxiaoshouenachulaijisanxingzuozibenzhichuheyuancailiaocaigoukenengdoubugou。zibenzhichulimianzhongyuyoulezhongguodaluchangshang，jiushizhongxinguoji。zhongxinguojimeiniandagaihuihua20duoyimeijindezibenqujianxinchanghegouzhixinshebei。muqianquanqiubandaotichanyedezibenzhichuyeshifeichangjizhongde，qian5dachangshangjiuzhanlezhenggezibenzhichude65%zuoyou，sanxingyijiadagaizhan20%-25%。
touzizheimeda,changshangdedaoleshenmeni？touziduodegongsi，ruyingteer、sanxing、taijidiandegongyifazhansudufeichangkuai，touzishaodegongsizirankaifajindujiuhuiman，xiangzhuishangzheixiexianjindegongyibingburongyi。dangqianzhongguobandaotidezibenzhichuyijingdengyuouzhou、ribendezonghe。2014nian，zhongguobandaotizibenzhichudagaibudaotamende1/4。sinianhoude2018nian，zhongguodezhichuyijingchaoguoleouzhouheribendezonghe。suoyi，zhongguobandaotidetouzisuduzaizengzhang，zhenggechanyeyezaijinxingzhuanyi。
yinweizhongguobandaotidezibenzhichubuduanshangsheng，zhongguodexinpianzhizaoshengchanzongzhiyezaibuduanditisheng，cong2012niandeyue80yimeijinzengzhangdao2017niande180yimeijin，yujiweilaiwuniandezengsuhuizai13%zuoyou，dagaishiquanqiubandaotichanyezengsude3beizuoyou，shiquanqiugdpzengsude6beizuoyou。
chulegoumaishebeihecailiao，bandaotichangshangdezibenzhichuzhonghendayibufenshiquzuoyanfa，zheiyeshiyigefeichangjizhongdelingyu，quanqiuqian80mingchangshangdagaimeiniantouru360yimeijinzuoyanfa，er2017nianzhenggechanyedezibentouruyecaiyuewei600yimeijin，suoyiyanfayeshiyigetoubuxiaoyingfeichangjizhongdelingyu。2000nianzhihou，bandaotichanyedeyanfatouzihezongchanzhizhijiandebiliyizhizai10%dao15%zhijianbodong，xianzaidebizhishizai13%。zhongguoguoneichangshangdeyingshoushuexiangduibijiaoshao，yanfatouruzhanbidepingjunzhichaoguo20%，shenzhigenggaoyidian。quanqiuqian10dabandaotichangshangzhongzuiduodeshiyingteer，2017niandagaitou130duoyimeijinzuoyanfa。gaotonghebotongliangjiagongsitouru30duoyimeijin，zhantamenyingshoude20%zuoyou。sanxinghetaijidiandoushiyanfaxiaolvfeichanggaodegongsi，sanxing2017nianzhiyou5.2%deyingshoutourudaoyanfa，danshitadegongyishuipinghejishushuipingdoushilingxiande。taijidian2017niantourudebilizai8%zuoyou，dantashiquanqiuzuixianba7namiliangchandegongsi，bisanxingkuailedagaiyiniandeshijian。
yishangshiquanqiubandaotichanyedezhengtiqingkuang，jiexialaikanyixiagenwomenguanxizuidadejingyuandaigonghexinpianshejizheilianggexifenlingyu。xinpianshejishichuangyezuizhuyaodefashengdi，zaitantaoxinpianshejizhiqianyidingyaokanjingyuandaigong，yinweijingyuandaigonggengxiangyigexinpianshejixingyedetiqianliangzhishiqi。
2017nian，jingyuandaigongshichangzuidadegongsishitaijidian，dagaizhanlezhenggexingyede52%，yingshoudadaole320duoyimeijin，quanxingyechanzhiyuewei616yimeijin。2018nian，daigongchanyezengzhangdehenkuai，zhengtichanzhizengzhanglechaoguo42yimeijin，zengzhanglvyuewei9%。qizhong90%dezengzhanglaiziyuzhongguoshichang，yujizheigeshuzizaiweilaijinianrengranhuibaochifeichanggao，shenzhikenengchaoguo100%，yejiuyiweizhechulezhongguoshichangzhiwaidejingyuandaigongchanzhizaixiajiang，zhenggedexinpianshejichanyezaixiangzhongguojiju，yinweixinpianshejichanyeshijingyuandaigongchangdekehu，suizhekehuliangzengjia，jingyuandaigongdexiaoshoueyehuibuduandishangsheng。
congzhongguoquyudejingyuandaigongzhanbiyekeyikanchuzheigequshi，zhongguodejingyuandaigongxiaoshouezhanquanqiudebilicong2015niande11%zengjiadao2016niande19%。qizhong，taijidianrengranshiyijiaduda，zhanleyibandefene，zhongxinguojizaizhongguoshichangdefeneyebijiaoda，zai20%zuoyou。jiexialaishiumc、geluofangde、huahonghualidengdajiafeichangshuxidejingyuandaigongchang。
congquanqiujingyuandaigongdechuhuoqingkuangkan，quanqiumeiniandagaixiaoshou2yizhangdengxiao8cunjingyuan。qizhong，luohoujiedianhechengshujiedianjibenyijingwending，buduanzaizengzhangdeshi20namiyixiadexianjinjiedian，cong6cun、8cun、12cunjingyuandefenbulaikan，12cundebiliyuelaiyuegao。
jiexialikanwomenzuishuxidexinpianshejishichang。xinpianshejigongsijiushifablesshechuantongdeidm。suiranidmdeyingshougenggao，danshiidmdezengzhangbijiaoman，dao2016nianqishijibenshangmeiyouzengzhang，cong1700yimeijindao2000yimeijinzuoyou，2017nianyouyuneicunjiagezengzhangchuxianledafutisheng。ruguohulveneicunzhangjiayinsu，idmliniandeyingshoujibenshichipingde。erfablesscongzaoqizhiyou70duoyimeijinchengzhangdao2017niande1000yimeijin，qichengzhangsuduyuanyuangaoyuzhenggebandaotixingye。yinweifablessdezichangengqing，meiyouzhongzichanheshengchandeshufu，suoyifablessgongsikandaojihuideshihougengjiarongyizhuazhujihui。
Fabless模式其实是在1987年台积电成立以后才开始发扬光大，光刻机这样的生产设施让Fabless公司的活力被激发出来。过去三十年中只有两三年Fabless公司的成长速度是低于整个产业的，而且更多是因为涨价等额外因素干扰，其他大部分的时间里，Fabless公司的成长更快，这就是为什么这么多优秀的人才投入到了Fabless公司当中。我们提到过晶圆代工的增长比较快，9%左右的增长速度和Fabless公司的增长速度类似，因为它们几乎是完全同步的。当Fabless公司销售上升时，自然需要给晶圆代工下更多的订单，所以这两个领域的成长在过去十年左右的时间里都更快，而且未来增速仍然会保持在整个半导体产业增速的两倍左右。回顾一下之前的几个数字：全球的GDP增速大概是2%左右；全球的半导体增速大概是4%左右；Foundry和Fabless的增速大概是9%左右。
bandaotilimianyouhenduodexifen，baokuocunchuqi、shuzixinpian、tongxinxinpiandeng。muqianchuangyefeichanghuoredejigelingyu，shouxianshimoni，monidequanqiushichangyuewei500duoyimeijin，yeshiyigetoubuxiaoyingfeichangjizhongdelingyu，qian10dagongsizhanle59%，danbutongyushuzixinpiandejizhong，yikuanshuzixinpiandexiaoshoueshi10yimeijinshenzhigenggaodeshouru，xiaogongsihennanqujingzheng。monixinpianlingyudedezhouyiqiyou100duoyimeijindeyingshou，danzheigeshourushiyoujiqianshenzhishijiwanzhongchanpinhezaiyiqipinchulaide，xiangduieryan，xifenlingyuchuangyedechenggonglvhuigenggao，monidetedianjiushiyigesuipianhua、xiaoerquandeshichang。ranhoushiqiche，qichexinpianshizuijinjinianzengzhangfeichangkuai，weilaiyehuifeichanghuoredeshichang。2018nianqichexinpianchanyezengzhanglvyuewei18%，guoqujiniandouzai10%yishang，nianfuhezengzhanglvzai15%zuoyou。xianzaimeiliangchedebandaotixinpianchengbendagaiyao540meijin，zheigeshuzihaihuibuduandishangsheng。jinniandecesshangqichedianzideneirongyuelaiyueduo，xinpianchangshang、chuantongchechang、xinxingchechangbaokuojiadianchangshangdouzainulijijinzheigeshichang。queshi，weilaiduiwurenjiashidiandongqichedexiangxiangkongjianfeichangda，xuyaodedianzixinpianbujianhuiyuelaiyueduo，youshujuxianshiqishuliangkeyidadao3-5beiyishang。buguangshizhengchedeshuliangzaizengzhang，meigechelimiandedianzilingbujiandeshuliangtongyangyezaizengzhang。
xiamian，woxiangliaoyixiagerenzaizhongguobandaotitouzihechuangyezhongkandaodeyixiejihui。
zongtiguina，zhongguobandaotixianzaideqingkuang：jishizuihaodeshihouyeshizuihuaideshihou。zhongguoguoneiyoudaliangdedianzijiagongzhizaoye，danshizaixinpianfangmianyouyouhenduodeduanban。
2018nian，zhongguojinkou3121yimeijindexinpian，erquanqiudeshichangzongeyejiushi4700yimeijin，zhongguojinkouledagai2/3，suanshangchukoude846yimeijin，nichagaoda2274yimeijin。erqie，zheiyijingshizhongguolianxuliunianjinkoubandaotichaoguo2000yimeijin，zheishiyigejudadeshichangjihui，zheijiushiweishenmegezhongtouzidouzaiwangzhongguoyongru。
zhongguoxinpianzizhutigongdebilifeichangdi，chuletongxinshebeiliyinweihaisiheziguangzhanruilianggedagongsicunzaiyouchaoguo10%debilizhiwai，qitalingyudezijilvdoufeichangdedi，shenzhihenduodelingyudoushijiejin0%，zheishiyigechumujingxindeshuzi。
zhongguoguoneidexinpianshejixingyeyezaibuduandizhuigan，congguoqudeershinianlaikan，chengzhangdesudushifeichangkuaide，nianfuhezengzhangsuduchaoguo40%，2018niandechengzhangsuduyedadaole32%，yinweijishutaixiaole，suoyiyizhidaoquniandoushigaosuzengzhang，xianzaideshichangguimoyejiushi380yimeijinzuoyou。xiangjiaoyu2007-2017nianquanqiuxinpianshichang4.4%dezengzhanglv，zhongguoxinpianshichangdezengzhanglvyizhizaiweichizai30%yishang，zhongduoyanjiujigouyucezheiyangdezengzhanglvhaihuizaichixu5-10nian。
congxinpianqiyedeshulianglaikan，zhongguoguoneidexinpianqiyezai2016nianyouyigefeichangdadeyuesheng，cong700duojiayixiazitiaodaole1300jia，2018niandeguanfangtongjishujuyijingdaole1700jia，shijideqiyeshuliangbizheigeshuzihaiyaogengduoyixie，yinweiyouyixiexiaoxingqiyeshimeiyouqubandaotixingyexiehuizhucede。zheimeduodeqiyezhizuole380yimeijindexiaoshoue，zheishiyigefeichangkeliandeshuzi，ruguoqudiaohuaweihaisiheziguangzhanruiliangjiagongsijiaqilaidedagai100yimeijin，zaiqudiaoqitaqianshidagongsijiaqilaide50yimeijin，kenengshengxialaide2000jiaqiyezhizuolebudao200yimeijindeshengyi。
congdiyufenbulaikan，shenzhen、beijing、shanghaishizuidadesangechengshi。shenzhenzhuyaoshiyouhaisiyijiaduda，zaijiashangqitadegongsi；beijing、shanghaixiangduilaishuobijiaopingjun，gongsideshulianghuigengduo；erxianchengshiyezaizhuigan，hangzhou、wuxi、xian、nanjing、hefei、zhongqingzheixiechengshidouzaidalidifazhanjichengdianluchanye。
从芯片企业的销售数据上看，中国超过1亿人民币销售额的芯片公司其实只有208家，也就是说90%公司的销售额其实连1亿人民币都不到。congrenyuandejiaodukan，chaoguo100rendegongsiyou150duojia，90%degongsishishaoyu100rende，chaoguo1000rendedaxinggongsizaizhongguozhiyou98jia，shuliangfeichangdexiao。xiangjiaoyuguowaidegaotong3wanren，yingteer10wanren，taiwandetaijidian6wanren，zhongguodaludecongyerenyuanshulianghaiyuanyuanbugou。zhenggexingyeshejirenyuandeshuliangdagaizai16wanzuoyou，renjunchanzhizai20wanmeijinduoyidian。ruguozhongguoweilaixinpianshejideshuliangheyingshouyaochengzhangwubei、shibei，neixuyaoderencaizaizheijinianneizenmebuzuni？
ruguobazheixiexiaoshouexifenchengbagelingyu，qizhongxiaofeimonihejisuanjidezengzhangshibijiaokuaide。yourenshuozhongguodexinpianchuangyexianzaiyijingshiyipianhonghai，shenzhishixuehai，zheiyidianwoshifeichangbutongyide。yinweiwomendexiaoshouzhishiwomenxuqiudedagai10%zuoyou，haiyou90%deshichangdengzhewomenqukaituo，naliyouhonghai？
gerenrenwei，xianzaiheweilaishinianzuoyou，haihuiyousangebijiaodadeyinsuladongzhenggexinpianxingyedefazhan。
diyishizhongguoxianzaibanyanzheyigeshanyaoshuniudediwei，lianjiezhediyishijiefadaguojiahedisanshijie，daliangdedianzichanpindezhizaoshizaizhongguowanchengde，suiraniphonedeshejishizaimeiguo，danshijuedaduoshushizaizhongguoshengchanchulai，ranhouzaixiaowangquanqiugedi。yihou，daliangdedianzishebeiruzhinengqichedouhuizaizhongguojinxingzheiyangdeshengchan，zheishijudadejihui，duizhongguodexinpianchanyelaishuoshijinshuiloutaixiandeyue。
diergeshizhongguoxianzaizaizuodeyidaiyilu，fugaizhequanxinde20yixiaofeiqunti，zheixiequntiyiqiantaiqiongmaibuqidianzichanpin。guoqushinian，zhongguodegezhongyuanzhurangtamenchuanshangleyifuhexie，jiejuelewenbaowenti。weilaideshinian，tamenhuizougenwomenguoquyiyangdelu，xuyaojiadian、shouji、xiaofeidianzidenggezhongwomenjintianyijingxiyiweichangdedongxi，zheixieyidinghuishicongdijia、gaoxingjiabidechanpinkaishiqieru。
disangeshiaijishudailaideshishifanyi，yidanzheiyangdejiejuefanganzaimeigerendeshouji（yekenengshikechuandaishebei）shangshixian，quanqiuderencaikeyiziyoudiliudong，nikeyixuanzerenheyigenixiangshenghuodedifangqushenghuo，yuyanbuhuichengweiwenti。zheigeshihou，tiejinshichangjiuhuibianchengyigexiyinquanqiurencaidezhongyaoyinsu，zheixierencaiyehuidailaizhenggechanyedetisheng。
jintian，quanqiuqian12dadezhinengshoujishengchanshangyijingyou9jiazaizhongguo，weilaidezhinengqiche，worenweidequshiyehuishizheiyang。jinniandecesshangyouliangzhongshengyin，yizhongshengyinshuoweilaizhinengqicheshiyouchuantongchechangmanmanbianhuaerlaide；lingyizhongshengyinshuozhinengqichejiuxiangzhinengshouji，chuantongchechangzailimianmeiyouweizhi，huilunweidaigongchang，pinpaishejihuiyouxinxingdechangshang，jiuxiangjintiandepingguo、sanxing、huawei、oppo、vivohexiaomizaichuantongdeshoujishichangshangqishimeiyoutaiduodeshengyin。
zongtilaijiang，wodeguandianshiweilaishinianshizhongguoxinpiandehuangjinshinian。yifangmian，womenxianzaiyijingkandaolexuqiu，youzugoudeshichangdengzhewomenqutianbu；lingwaiyifangmian，yidaiyiluheqitayinsudouhuiweiquanqiujingjizengzhanghejishuyanjindailaixindexuqiu，huijinyibujiadaxinpiandexuqiu。zheigeshihou，jiukanwomennengbunengzhuazhujihui，sheinenggouzhuazhujihuile。
zaicifenxiangyiweipengyoufajiwo，wofeichangxihuandeyiduanhua：zhongxingshijianyihou，guojiakaishizhongshibandaotixingye。womenzaihulianwangxingyeyijingqudelebucuodejinzhan，youzijidegoogle——baidu，womenyoutengxun，genmeiguochuyuyiyangdeweizhi。danshizaixinpianxingyewomenquewanquanmeiyounenggougenmeiguodeyingteer、gaotong、botongxiangpidideqiye。weilai，zheiyangdegongsiyidingyoujihuichuxian。zheiyangdegongsihuiyishenmeyangdexingshichuxianni？shibushikeyiwanquanzhaochaohuozheshiwanquangenzhemeiguogongsidefazhanjiaobu，yibuyiqujiunenggoushixian？worenweikendingbushizheiyang，xindeshidaiyidingyouxindefangshi。
qunianzaiiccadshang，womentongguozhuisujichengdianludansheng60nianlaibutongshangyemoshidebianhua，laitanxunxinfangshidedaan。xiangguanyuedu：《iccad2018 zhangjingyang：shinianzaizaoyigeti》
芯片设计1.0：系统公司做芯片
zuizaochuxianchuxiandexinpianshejidoushidanshengzaixitonggongsi，yinweineibuchanpinxuyao，suoyizijidingyiheshejixinpian。zheigemoshidehaochuhenmingxian，neibuxuqiumingque，xinpianyanfachulaijiuyoushichang，neibuhezuoxinrendugao，xinpianhexitongxiezuo，xingnengrongyitisheng。
danshisuizheshijiandetuiyi，wentiyehenkuaibaolu，zheiyangdexiezuotixiwangwangshiyirongjurong，yisunjusundeduominuogupai，erqiegengweixiandeshi，yidanxinpianchuwenti，kuadiaodewangwangbudanshixinpianbumen，ershizhenggexitonggongsi。
yidaixinpiandexingnengbishichangshuipingdile10%，yingxiangxitongzhengji10%xiaoliang，wangwanglirunhuijianban，xiayidaixinpiandedaodeyanfajingfeiyehuijianshaohenduo，dierdaichanpinzaicha20%，xiaolianghexinpianyanfatouruhuxiangyingxiang，exingxunhuan，xinpianchuhuoshangbuqu，xitongchengbenxiabulai，3~5daichanpindiedaiyihou，buguangshixinpianshiqujingzhengli，wangwangyinweicaiyongneibuerliudexinpian，xitongzhengjiyebeiyibingtuochen。
suizhexingyefengongdebuduanchengshu，dabufenxitonggongsidoufangqilexinpianbumen，zhuanweicaigoushimianshangzuiyoujingzhenglidexinpian；erbandaotixingyeneibudezhuanyefengongxihua，taijidiankaichuangdechunjingyuandaigongmoshi，gengshirangfablessgongsihuodebaofaxingzengzhang。
芯片设计2.0：独立公司做芯片
xinpianxingyejinru2.0shidai，juedaduoshudexinpiangongsidoushizhuanzhuzaixinpianbenshen；xiangbixitonggongsizhudaoxinpianshejidemoshi，dulixinpiangongsifangqileyige“fubaba”，dedaolezhenggeshijie。
zhongzuozhouzhi，zaigongkaixinpianshichangshang，diyimingdexinpiangongsijibenshangkeyishouge50%yishangdefene，60~80%delirun，erjudadelirunyoukeyitourudaoxiayidaichanpindeyanfa，weichizuihaodetuandui，baochizheiyangdeshichangtongzhili。
tongguoziranxuanze，youshenglietai，huoxialaidedulixinpiangongsidouzaizijidelingyuyouhenqiangdeshichangdiwei；danzheigemoshizaizuijinde5nianyeyudaotiaozhan，mianduilaizi3geweidudejiya，chengben、shijian、fuzadu。
芯片设计3.0：生态链加速做芯片
lixiangdexinpiansheji3.0moshi，kenengbushiyigedantigongsi，ershiyigeliyiguquangongxiangdexinpianjiasushengtailiangongshengtixi，meigexinpiangongsishitezhongbudui，jingquedaji，dandiantupo；ershengtailianzuoweihangkongmujian，wujiaodalou，tigongquanmianzhichi。
fenbingdefangshi，juedinglebingnengzuoduoda，meigedulixinpiangongsidegudonghehexinyuangongdouyinggaigaoduzhonghe，tongguoliyideyizhibangding，tuanjieyixin，tishengneibuxiaolv；tongguoshangxiayouchanyeliandejiaochachigu，tishenggongsidexiaoshouhegongyingliannengli，kuaisuqiangzhanshichang；
xinpiandehexinshijishu，meiyouzhiyi，zuoweidulixinpiangongsi，zuiyinggaitourushijiandeshi，zhuanzhudazaozijidezhangban。mianduiquanqiushichangdezhengmiangongji，liyongshengtailianbuqizijideduanban，erbushihuashijianzuodemaquesuixiaowuzangjuquan；
zuihou，dulizizhuhenzhongyao，guquanshigongsizuizhongyaodeziyuan，xinpianjishulingxian，chixutouruxuyaoquanqiushichangdelirun，xinpiangongsixuyaogaoxiaoliyongguquan、ziben、zhengcedengduozhonghongli，weichizishendeyoushi。
guoqu20nian，alibabafunenglepingtaishangdedianshang，tigongliuliang、wuliu、zhifuzheixiejichusheshi，rangdianshangzhuanzhuzaichanpinbenshen，yigegeren，yigejiating，yigexiaozuofangdouyongyoulepidishijie500qiangdexiaoshou、wuliu、xinyongnengli，zaidianshangzheigesuipianhuadeshichangshangzuodaolewomenyiqianbuganxiangxiangde“duo、kuai、hao、sheng”，yuanlaishangjiaxuyaozuohaozhenggegongsicainengchenggong，xianzaijianhuachenglezhixuyaozuohaochanpinbenshen，duijiealibabadejichusheshijiuchenggongle。
moerjingyingjintianzaibandaotixingyezuodeyeshiyiyang，tongguowomendeshejifuwu、liupianfengce、rencaiqiyefuwu，yeshixiwangfunengxinpiangongsi，rangxinpianchuangyezhekeyizhuanzhujishu，wuhouguzhiyoudihuisamengxiang，yongyouhequanqiulingxiangongsiyizhenggaoxiadediqiheshili。
分享：张竞扬，摩尔精英创始人兼CEO，摩尔创投创始合伙人。本文根据张竞扬2019年1月在San Jose的分享速记整理。
airuhechixushentoupinganchengshi？anfangqiyeweihefenfen“jinjun”shangye？zhihuijiaotongchule“danao”haigaiguanzhushenme？ruhezhuazhunjiatingshequanquanlingsandeshichang？
2019nian5yue23/24ri，yioujiangjubangiis2019zhongguozhihuichengshifenghui，bencifenghuijiangyanxuqianliangcihuidezhuti，yaoqingzhimingzhuanjiaxuezhe、xingyelongtouqiye、biaoganchuchuangqiye、zhimingtouzirendeng，jujiaojishuzaizhihuichengshilingyu（pinganchengshi、zhinengshangye、zhihuijiaotong、jiatingshequanquan）deyingyongxianzhuangjiweilaifazhan。
活动链接：
//www.iyiou.com/post/ad/id/795