华为海思，另起山头

9 月 15 日越来越近，留给华为和海思的时间不多了。麒麟tingbai，huaweixuanzelingqishantou，sharuxindeyewulingyu。

据台媒《经济日报》报道，华为计划成立专属部门，切入屏幕面板驱动 IC 领域。shichangxiaoxizhichu，huaweigouzhixinpianceshijitaidaowei，yuji 2020 niankaishiliangchanqudong ic，tishengzijilv。baodaozhongtidao，huawei 2019 niankaishijinxingmianbanqudong ic xiangguanyanfazuoye，yujingdongfangzhankaihuhuihezuo，qixiahaisishoukuan oled qudong ic yikaishishichan。

技术在、研发团队在，zaixunzhaozhekunjingxiadeqiushengzhilu。jinguanpingmu ic busuanshigetaidadeshichang，dan“wenzitui”yeshirou，tongshi，zheiyehuishihuaweirujuxinpianzhizaodeyici“shishui”。

renheyikuaipingmu，doulibukaiqudong ic

shouxian，jiandanlejiexiapingmuqudong ic dezuoyong。lcd shibeiguangbanzhaoliangxiangsu，oled shixiangsuzifaguang，zheixiexiangbiniyijingzhidaole。erpingmuqudong ic zhuyaoyongyucunchutuxiangshuju、chanshengqudongdianya，kongzhixiangsudianji，jinerkongzhifaguangyufou、liangdu、shuaxinlvdengcanshu，shidetuxiangkeyizhengque、qingxidixianshizaipingmushang。huanjuhuashuo，qudong ic shifuzelianjieshoujixinxiyupingmuxianshideqiaoliang。

renheyikuaiyingyongzaizhinengshebeishangdepingmu，wulunshi lcd haishi oled，douxuyaoqudongxinpian（dapingmukenenghaixuyaoduoge），tazaihendachengdushangjuedinglepingmuzuizhongdexianshixiaoguoheshouming。ciwai，yixiepingmuchangshangdetesegongneng，sezhun、huijie、seshendengbiaoxian，douhequdong ic youguan。

qudong ic dezhongyaoxing，kankanpingguojiuzhidaole。jiuzaizheiliangtian，youbaoliaocheng，pingguo iphone 12 suikeyixuanzecaiyong 120hz shuaxinlvdepingmu，danpingguoquemeiyouxiangyingde 120hz qudong ic。ruguomeiyouxiangyingfangan，xinkuan iphone zhinengshiyanqihuocaiyong 60hz shuaxinlvpingmu。

marketsand debaogaozhichu，quanqiuxianshiqudongshichang，yucejiangcong 2018 niande 71 yimeiyuankuodadao 2023 nian 91 yimeiyuandeguimo，zaiyuceqijianzhongyujijiangyi 5.1% denianfuhechengzhanglv (cagr) chengzhang。4k、8k dianshideliyongheuhd neirongdekeyongxingkuozhan，jigegedejiegouyaosu、danyijichengxinpiande ddic zuoyongdejinhua，cujinxianshiqiqudong ic shichangchengzhang。zuoweiduibi，2019 nianshoujichuliqishichangguimowei 190 yimeiyuan。

zheigeshichangbusuanda，yinweiqudong ic benshenjishumenjianbugao，gaoduandexinpianshejibutong，shuyu“sengduozhoushao”，gongyingshangshuliangduo，erxiayouzhizaoshangshao，daozhiyijiaquanbugao，jinglilvshangbuqu，yike 1080p de ddic baojiazhiyoubudao 2 meiyuan。

buguo，suizhezhediepingdengrouxingpingmukaishizouliang，qudong ic yekaishilejishudegengxinhuandai，youwangyinglaiyilunxingyedeshengji，danshengyanfalingxian，yijiaquangenggaodeqiye。

就像手机处理器芯片是手机厂商的上游，屏幕驱动芯片则是京东方这类屏幕厂商的上游，目前，全球主要的屏幕 IC 供应商分布在韩国和中国台湾，zuoweiquanqiu oled pingmudiyipinpai，ziranzaiqudong ic shangyeyouzhejuzuqingzhongdediwei，jushichangdiaochagongsi ihs markit baogaoxianshi，oled qudong ic deshichangfenedadaole 70% yishang，zhengtipingmushichangzeshidadao 30% zuoyou，ertaiwanpengyiweijudier，shichangfenezai 20% zuoyou。

muqianguoneipingmuchanyelianqudongxinpiandezijilvfeichangdi，zhiyou 5% zuoyou，2019nian，jingdongfangxianghanguocaigoule 60yiyuandepingmuqudongxinpian。daludexinpian ic zhuyaochangshangyouxinxiangweidianzi、jingmenkeji、jichuangbeifangdengdeng。hanguochangshangkaozhesanxing、lg zai oled deqiangshidiwei，taiwanyilaidianzichanyedejileiyuchengshudu，zaizheigelingyudouyaolingxiandaluchangshangbushao。

可行性高吗？

yaomingquedeshi，guochanxianshizhengzaijueqi，sanxingguoquzai amoled shichangdefeneyizhishi 90% yishang，quniandiedaole 85%，weilaihuibeizhongguochangshangchidiaogengduo。ersuizhezhongguoxianshixingyedejueqi，qudong ic dengxiangguanshangxiayouchanyebiransuizhiyinglaiyiluntizhen，zheishibirandequshi。

sanxingshi amoled delongtou，yeyinci，zhenggeshangxiayoudechanyelian、jishu、cailiaodoushiyousanxingzijidingyide，qudong ic yeshiruci。erhuaweizaijiashangjingdongfang，youxiwangfuzhisanxingdeluxian，baqudong ic dengpeitaochanyedouwozaizijishouli。

huaweidalifuchijingdongfang，yijingzaixianshixingyeyoulebuxiaodehuayuquan。weilaidehuawei，yexuhuiyougengduosanxingdeyingzi。

qudong ic dezhichengxuqiu、jishumenjiandoubusuangao，duiyuhuaweidetilianglaishuo，sharuzheigelingyubushiwenti。《jingjiribao》debaodaozhongtidao，yejiezhichu，huaweiqixiahaisilianzuixianjinde 5 nm deqilinxilieshoujixinpiandounengzixingyanfa，qudong ic jishuyuanbujishoujixinpian，buyongzaitaijidianshengchan，yizhongxinguojidezhichengjiketoupian。

danshejizhishiqizhongdeyifangmian，zhizaoshigengdadewenti。dangqian，ddic gongyizhuyaojizhongzai 40nm、65nm zhicheng，“zuixianjin”deyezhiyou 28nm，heshouji soc dongzhe 7nm euv youzheshudaidechaju。

zheigeyuezaoxieshihou，wangshangliuchuanzhehuawei“tashanjihua”dexiaoxi，xianbushuozhenjia，qizhongtidao：“huaweijiangyuxiangguanqiyehezuo，zhunbeijiansheyitiaowanquanmeiyoumeiguojishude 45nm dexinpianshengchanxian，yujinianneijiancheng。ciwai，huaweitongshihaizaitansuohezuochuangjian 28nm dezizhujishuxinpianshengchanxian，jutijianchengshijianmuqianshangbuqingchu。”erzheigezhicheng，ganghaojiushipingmuqudong ic muqianzhuliudezhicheng，hennanshuoshiqiaohe。

womenjiuxianbukaolvmeiguoyinsu，jiashehuaweinengshixianguochanzizhude 45nm zhicheng，jieshi，huaweijiuxuyaorangzheitiaochanxianpipeigengduodexuqiu，erxuqiugao、menjianjiaodidepingmuqudong ic，jiushizuihaodexuanzezhiyi。

haisidequantouyewu，guoquyizhishishouji soc，zheishimuqianxinpianshejilingyuduizhichengyaoqiuzuigaodechanpinzhiyi，yinweimeiguojinlingdeyuanyin，budebuzanshigeqian。huaweixuanzelezanshigezhi“zongxiangfazhan”，ershixuanze“hengxiang”kuozhanyewufanwei。pingmuqudong ic，yinggaibuhuishihuaweikuozhanxinpianyewubujudeyigeguli。erhuangejiaodulaikan，zheiyexuyehuishihuaweirujuxinpianzhizaodeyici“shishui”。

dantanbaijiang，huaweixiangwanquanshixiandulizizhu，wanquanbaituomeiguojishuhecailiaorengranhennan，zhinengshuozheizhongzhichengxiangduijiaodidexinpian，zaibeimeiguodingshangdekenengxingbijiaodi。

zongzhi，congchanyejiaodu、conghuaweihaisizishendejiaodu，kuozhangengduodeyewu，doushibiranyaozoudeyitiaolu。