jinnianlaidezhongmeimoca,jidongnanyahenduoguojiadailailehenduolihaojihui。eryinduzeshiqizhongyigeshouyizhe。
zuoweiyigerenkouyuzhongguochabuduoderenkoudaguo,yinduqishizaiguoqudeduonianliyizhizaituidongfazhanbentudejichengdianluchanye。danjinruzuijinyiliangnian,tamensihuyouzaicigaibianlecelve,tebieshizairisc-vhuoqilaileyihou,tamenzhaodaoleyigegengxindeqierudian。
印度半导体要崛起了嘛?
yindubeichengweishiquanqiufanweineizuidadedianzishichangzhiyi。dangshijiantuiyizhi20shiji90niandaidexinxihuashidai,hulianwangkaishipuji,bingzhujiangaibianrenmendeshenghuofangshi。youyuhulianwangdailaidejiyu,rangdianzixingyechengxianchulailekongqiandefanrong,zheizhongfanrongyeweiyindufazhanruanjiantigonglejihui。jiucijihui,yinduzhengfucengxiafawenjiandalifuchiruanjianchanye,tuichule“lingshuifu”dezhengce,duiruanjianhefuwugongsideyinxingdaikuanshishi“youxianquan”。yinfaleyinduruanjianchanyedeyichanggeming。
比尔•盖茨就曾预言,下个世纪的软件超级大国将是印度。基于这种市场环境及印度政府的扶持,到了千禧年间,印度软件产业形成了一定规模。也正如那位传奇人物所预言的那样,印度通过软件外包的方式开始逆袭。据全球经济数据消息显示,2009年,印度在全球软件外包市场中的份额为51%,2012年进一步提高到58%。
在印度软件行业蓬勃发展的同时,印度于1997年签署了信息技术协议(ITA-1)却被认为是扼杀了该国的硬件发展。genjugaixieyineirong,yinduchengnuoquanmianquxiaoityingjiandesuoyouguanshui(jinkouguanshui)。itahangailedalianggaokejichanpin,qizhongbaokuojisuanji、dianxinshebei、bandaoti、ruanjian、kexueyiqiyijizheixiechanpindedabufenlingjianhefujian。youyuyingjianguanshuidejiangdi,yindubentuganggangqibudeyingjiangongsi,zhimianguowaijiaoweichengshudejishuyujiagefangmiandeshuangzhongdaji。bingqie,mouxiezimaoxiedingguizeyeweiyuancailiaohebujianguidinglebichengpingenggaodeshuilv,daozhiyindubentuyingjianchangshangmianlinkunjing。
ruanyingjianzhijianbingbujunhengdefazhan,bingmeiyouyingxiangyindurenminduidianzichanpindereqing。zuoweiyigeyongyoushijiyiminzhongdeguodu,qidianzishichangxuqiuliangkexiangerzhi。bansuizheyindudianzishichangdexuqiu,yeshibihuidaidongbandaotichanpindefazhan。
genjuyindudianziyubandaotixiehui(iesa)deshujuxianshi,dao2025nian,yindubandaotiyuanjianshichangdejiazhiyujijiangdadao323.5yimeiyuan,zai2018nianzhi2025nianjianyi10.1%dezonghenianzengzhanglvzengzhang。
其实,自2005年以来,印度就已经开始意识到了半导体在未来的发展机会,并决定发展zhizaoye。danshi,youyu2008nianquanqiujingrongweiji,shidezheigeshexiangyijixiangguanzhengcejunbeigeqian。zhizhi2012nian,yinducaizhongqileduibandaotidezhongshi。
jubusinessl linebaodao,yindudedianzizhengce(m-sips)yu2012niangongbu。gaizhengcehangaigeleidianzichanyebumen,baohandianzilingzujianjibandaoti、guofangdianzi、cheyongdianzi、chanyedianzi、zhanlvedianzideng,guihuashelide200gedianzizhizaoyejuluo(emc)。qimubiaoshidao2025nian,guoneizhizaoyejiangshixian4000yimeiyuandeyingyee,weizhenggejiazhilianchuangjianjiqun,zhijiehuoyiqitafangshiguyongchaoguo1yilubiderenkou,shixian32%dezengzhanglv。
zai2017-18lianmengyusuanzhong,yinduzhengfujianggailiangtebiejianglijihua(m-sips)hedianzifazhanjijin(edf)dengjianglijihuadebokuanzengjiazhi745qianwanlubi(1.11yimeiyuan),yongyutigongtuidongbandaotiyijidianzizhizaoyedefazhan。
除此之外,据相关媒体报道称,2018年4月,印度政府还悄然流出了一系列服务于其大国崛起战略的芯片战略。这个计划最宏伟的部分,是希望印度能在2020年实现芯片完全国产化,从而使印度获得强大的技术自主能力。
2019年2月25日印度政府又发布了《印度电子产业2019年国家政策》(National Policy on Electronics 2019), 这份国家政策体现了印度政府坚定不移地推行“印度制造”和“数字印度”计划。在该计划中,明确表明了印度要大力发展包括半导体设备、显示制造设备在内的电子产业子行业,创造一个充满活力和多样化的无厂半导体(fabless chip)设计生态系统;将印度转变为电子产品制造和出口的大国,通过物质刺激创建电子系统设计和制造的大型生态圈,实现正的国际收。
rushangwensuoshu,yinduzairuanjianfangmianyongyouhendadeyoushi。danyouyuyinduwaibaoyeweizhangqiweioumeiqiye“dagong”,henshaozaijishukaifahuochanpinyanfashangtouzi,yiner,yerangzhicuoshilefazhanjihui。tongshi,youyudashuju、yunjisuandedaguimoyingyong,yeshidequeshaoyanfadeyinduruanjianwaibaoyeshoudaolehendadetiaozhan。
danpingjiezairuanjianlingyushangduonianjileixialaidejingyan,yinduyebingbushimeiyoufazhanjihui。jiubandaotifangmianlaishuo,jueetimesxiaoxicheng,jinnianlai,yixiekuaguobandaotigongsiyijingchuangjianleyindushejizhongxin。yuelaiyueduodebentugongsizhengzaijinxingxinpianheipsheji,daduoshumeiguogongsidoushiqianxianbanshichu。daxingedagongsizhengzaizheilidailaiyuelaiyueduodegongzuo。
yindudebandaotichanyesuiranbufada,danrenkouzhongduo,tamenduijishudetouruhenda,jinnianlaiyechengweiquanqiubandaotiyiguxinshili。yinduyongyouqiangdadeshejijichu,yongyou120duogedanwei。genjudianzihexinxijishubu(deity)deshuju,yindumeinianyoujin2,000gexinpianbeisheji,chaoguo20,000minggongchengshizhengzaiyanjiuxinpianshejiheyanzhengdegegefangmian。zhengfufeichangzhongshizaiyindukaifaesdmshengtaixitong。zaiyindushelidianzizhizaodanweiyoujixiangbutieheqitajianglicuoshi。
juthe economictimesxiaoxicheng,yinduzhengzaixunqiuchuangjianyigebentudewujingyuanchangbandaotishejishengtaixitong。gaibaodaocheng,zaiguoqudeershinianzhong,xuduoquanqiubandaotigongsi,ruarm,gaotong,yingteer,cadencehedezhouyiqidouzaizheilichuangjianleshejiheruanjiankaifajichujiagou,bangzhuyinduchuangjianleyidapilejiexinpiankaifaderencai。yinduzhengfuxiwangliyongzheixierencaibangzhuqiyejiakaizhanxinpianshejihewujingyuanbandaotishengtaixitongdeyanjiu。
在这种鼓励下,印度近些年来在半导体领域上的动作也不小。首先,印度确定了RISC-V成为国家指令集。jiucidongtai,fuzerisc-vkaifadeshaktixiangmuzu,jiangqimubiaodiaozhengweiyanzhi6kuanjiyurisc-vzhilingjidekaiyuanchuliqihe,hangaile32weidedanheweikongzhiqi、64he64weigaoxingnengchuliqiheanquanchuliqidengduogeyingyonglingyu。jukuaikejixiaoxicheng,jinri,yindudiyikecpuhengkongchushi,ruanjiankaifayiqidong——zuoweiyindudingjigaoxiaodeyinduligongxueyuan(iit)zhimadelasixiaoquyijingfabuleqishoukechuliqi“shakti”desdkruanjiankaifabao,bingchengnuohuihenkuaifangchukaifaban。juxi,shaktichuliqishoupijiuguihualeduoda6gebutongxilie,gezizhenduibutongdeshichang,haochengzaihexinmianji、xingneng、gonghaofangmianxiangbidangqianshangyongchuliqidouhenyoujingzhengli。
针对眼下5G领域的火热,印度公司也没有放弃这个机会。juwaimeibaodao,signalchipyeyujinniantuichuyindushoukuanyongyu4g / 5glianjiedebandaotixinpian。juxi,gaikuandaihaowei“agumbe”dexinpianxilieshisignalchipgongchengshibanianduoyanfadechengguo。agumbejiangyongyu4g / ltehe5g nrdiaozhijiediaoqi,jiangshixiangaosuwuxiantongxin。
chulegebiegongsizaibandaotixingyeshangqudeleyixiechengjiyiwai,yinduhaizheshouzaishangyejichushangchuangjianbandaotijingyuanchang。jueconomic timesxiaoxicheng,muqianyindubingmeiyoushangyebandaotizhizaochang,zhiyoulianggeshiyanshi。yigeshichangdijiaerdeyindukongjianyanjiuzuzhiyongyoudebandaotishiyanshiyouxiangongsi,lingyigeshidrdodesitar,lianggeshiyanshidoushengchanyongyuguofanghekongjianxuqiudexinpian。lingwai,juxiangguanxiaoxixianshi,yinduzhengfuhenkenengkaishiduiyindukexueyanjiuyuan(iisc)kexuejiatichude2,500yilubidedanhuajiabandaotijingyuanchangjinxingkexingxingyanjiu,ruguohuodepizhun,keyibangzhuyinduhuifuchuangjiandangdidetouzibandaotichanye。
jiumuqiankanlai,yindubandaotichanyehaichuyuluohoujieduan。danqibeihoudepangdaderencaililiang,quebukexiaoqu。zongguandangjinkejixingye,bunanfaxianyouhenduogongsidegaoguandoushiyinduyi。gugeheweiruanliangdadiguodeyinduyiceo,shuaxinleyinduyigaoguandeshangxian。
chulezheixiegongchengmingjiudeyinduyigaoguanmen,yinduduiyuxinyidaiderencaitongyangzhongshi。beichengweishiyindu“kexuehuangguanshangdeguibao”deyinduligongxueyuan,weiquanqiukejixingyeshusonglebushaorencai。jiubandaotixingyezhongdevlsihexinpianshejideyanfanenglieryan,banjialuoerheyinduligongxueyuan,mengmaidenamidianzixuezhuoyuezhongxinjiuhentuchu。qici,youyuyindudeguanfangyuyanshiyingyu。yinci,zheibufenrencaizaiyuoumeiqiyeduijieshi,yuyanzhangaijiaoshao。
由人才聚集地发展成产业聚集地,这在印度得到了很好的印证。印度的电子产业主要分布于北方的新德里和位于南部的班加罗尔,班加罗尔向来有“印度硅谷”之称,国际大厂如Intel、IBM、Microsoft、Google 等,皆于班加罗尔设立研发据点。除此之外,这两地也吸引了很多半导体厂商前来投资。这其中,就包括英飞凌和曾经的。
chucizhiwai,yindudianzihebandaotixiehui(iesa)haiyuxinjiapobandaotichanyexiehui(ssia)qianshuleliangjiebeiwanglu,yichuangjianhefazhanliangguodianzihebandaotichanyezhijiandemaoyihejishuhezuo。
lingjuchuangtoutiaodexiaoxicheng,iesahaiyu2018nianchenglileyigemianxiangwujingyuanbandaotichuangyegongsidejiasuqi,mingwei“bandaotiwujingyuanjiasuqishiyanshi(sfal)”。iesaxiwangzaiguoneiweinengyuanjiliangbiao、ledzhaoming、zhinengka、nongcunkuandai、wulianwangjiejuefangandengchanpinshejixinpian。juxi,iesajiasuqijihuazaiweilaisannianjiasu20jiachuangyegongsi,zaiweilaiwunianyigongjiasu50jiazuoyougongsi。kanatakebangzhengfuyijingjizheigejiasuqitouzi2.15yilubi,wunianneiyigongjiangtouzi5.6yilubi。
dianzishichangdexingqi,weifazhanbandaotitigonglejihui。woguoheyinduzuoweizuibeikanhaodexinxingdianzishichangzhongdeqizhongliangge,duibandaotichanpindexuqiuziranhenda。zaiguoqu,zhongyinliangguodebandaotichanpinzhuyaoyikaojinkou,danyouyuzhongzhongyuanyin,tigaobandaotichanpinguochanhualvbeizheiliangguoqianhoutichu。erhou,zhongyinliangguozhengfukaishifuchixiangguanchanye,bingtuichuleyixiliezhengce。
erjinliangnianlai,yinduzaibandaotichanyeshangdedongzuosihubiandegewaipinfan。yindujiarubandaotichanyedejingzhengzhong,huiweizhongguodailainaxieyingxiang?
yinduzuoweiquanqiurenkoudierdaguo,qirenliziyuanshifenfengfu。yinduyaoxiangcanyudaobandaotichanyedejingzhengzhonglai,bingshixiantigaoguochanhualvdemubiao,zaihendakenengxingshang,shiyaozoucongdiduanxianggaoduanchanpinfazhandeluxian。erzaifazhanjiaoweididuandechanpinshang,yindupingjieqipangdaderenliziyuanyijilianjiadelaodongli,zaixiangduijiaoduanshijiannei,neixiekeyitongguolaodongmijixingerchanshengdebandaotichanpinkenenghuidedaojiaokuaidefazhan。erwoguodebandaotishuiping,muqianyeduoshichuyuzhongdiduanchanpinshang。yiner,yindufazhanbandaotichanye,yeweiwoguolaxianglejingzhong。(zheizhongqingkuang,huoxuhuiduididuanfengcexingyechanshengweixie。danyindudejichusheshijianshejiaocha,huoxuchuleyaohuaqiangoumaibandaotishebeiyiwai,tahaiyaohuashangyibiqianlaigaishanzhoubianjijian,shuidiangongyingyijijiaotong。)
lingwai,zaiicshejifangmian,zhongyinliangguozaimouxielingyushang,junyoujinzhan。genjusiliconindiagongbude2018nianyindushidazuiyouqianlibandaotigongsidemingdan,womenfaxian,zheixiegongsidaduoshiyiicshejiweizhudeqiye。erzheixiegongsidechanpin,zhuyaoyilaiguowaiqiyelaigoumai,ruguozaichanpinxingnengshangnenggoumanzuyaoqiu,yehuifenshizhongguoqiyededangao。
)
erzaixiayouzhongduanyingyongfangmian,zhongyinliangguodouzhanxianchulailejudadezengliangshichang。erdanjiumouxielingyueryan,yinduqishiyeshiwoguodianzichanpinzhuyaochukouguozhiyi。genjuyifenlaiziidcdeziliaoxianshi,2018nianzhongguoshoujideshichangfeneyijingzhanjuleyindushichangjin67%dezongbili。yexushichuyuduibentugongsidebaohu,yinduyiyuqunianjiangzhongguoduiqichukoushoujideguanshuitigaodaole20%。erzheihuoxuyehuiyinshoujiawenti,eryingxiangzhongguoshoujizaiyindudeshichangfene,congershideyinduxiangguanchanyededaofazhan。(xiaomiyoushoujiqijia,houyoukaishiziyanxinpian;geliyoukongdiaozhanlingshichang,houyechuanchuzaqianzuoxinpian。tongguozheilianggeshijian,sihukeyiyujian,zheihuoxuyeshifazhanbandaotidelingyilujing。)
zongtilaishuo,xiangjiaoyuyindu,woguobandaotichanyefazhanjichujiaohao,yongyouyidingdeyoushi。eryindutongguoduonianzairuanjianwaibaoshangdejingyan,yijilaodonglichengbenjiaodidengyoushi,weiqifazhanbandaotichanyeyetigongleyidingdejichu。jiazhi,jinliangnianyinduzhengfuzaibandaotilingyushangkaifanglehenduoyouhuizhengce,yekenenghuixiyinhenduoguojichangshangqianqutouzi,conger,daidongyindubentubandaotixingyedefazhan。tongshi,zuijinquanqiumaoyijushidebuwending,yeweibandaotidefazhandailailehenduobuquedingdeyinsu。yiner,zaifazhanbandaotichanyedezheitiaolushang,sheidoubunengfangsongjingti。
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