[daodu] xinpianyanfazhouqixinghenzhang,yanfachenggonglvdi,shiyigezijinmijixingherenlimijixingxingye。zuoweimenjianjiaogaodelingyu,yaoshixianguochanxinpiandeganchao,zuoxinpiandechuangyegongsiduituanduihetouzirendouyouyidingyaoqiu。
duiyuaixingyelaishuo,ziyanyizhongzhenzhengshiheaiyunsuandezhuanyouxinpianshizuilixiangdefazhanfangxiang。muqianaixingyebenshenhaichuyufazhanchuqi,yinciaixinpiandegejuyeshangweiminglang,zhongguoyouwandaochaochedekeneng。
中国芯片产业结构的缺失
zhongxingshijiandefashengbaoluchulezhongguoxinpianchanyejiegoudequeshi。zhongguozhiyouzhongdiduanxinpiandeyanfanengli,meiyougaoduanxinpian。
bujiuzhiqianyuzhongxingjinxingguoyicijiaoliu,tamenhenzaozhiqianjiuyishidaolehexinxinpiandewenti,queyizhimeiyoubuju,meiyouzhanlvexingdebuju。xiangduilaishuo,huaweiyaohaoyixie,zaonianjianbujulehaisibandaoti,zhuyaoyingyongzaishoujichuliqi。danshizongtishang,tongxinlingyudehexinbujiandouyaocongmeiguojinkou,lirugaosushumozhuanhuanxinpian,jiguangqi、jieshoujidexinpiandengdeng。zheixiebujian,zhongguodoumeiyouziyandenengli。
bujinruci,hexinqijiandecaigoubenshenyeyoupingjing。yiguangqijianweili,youfeichangzhangdegonghuozhouqi,buyicaigou,xuyaosuishizuohaobeian。rengongzhinengzuihuodeshihou,zuoshenruxuexideyingweidagpu titanhennancaigou,dangshitongguodailicaigousandaosigeyueyihoucainengnadaohuo。
tongxinlingyuxinpianyouqishiguangqijiandecaigoushibansuidianxinshichangde“guangjintongtui”beijing,jiguangtongxinshichangdefazhanerchanshengde,baokuoguganwang、chengyuwang、yijijieruwangdouyijinghuozhezhengzaijinxingguangxianhua。tongshi,shujuzhongxin(idc)wangluojianshexuyaoyongdaoguangxianguanglan、guangtongxinshebeiyijiguangqijian/guangmokuai。
jinnianlai,suizhezhengfu、jinrong、dianxin、youxi、shipin、dianzishangwudengxingyeshujujizhonghua、xunihuaqushixingcheng,idcyijingchengweizhichengyonghurichangyewuyunzuozuizhongyaodejichusheshi。yunjisuandafazhan,weiguangqijian,youqishigaosuguangmokuaixingyedailailequanxindefazhanjiyu。
我国AI创业主要集中在应用层
duiyurengongzhinenglingyudechuangyelaishuo,zhongguogaoduanxinpiandequeshiyijingxingchengleyidingchezhou。
liruzidongjiashilingyubibeidejiguangleida,xuyaogaosushumozhuanhuanqi,muqiandouxuyaojinkou。shouxianyuxinpianwenti,youyixiechuangyetuanduizhengzaichangshicongjishushangraokaishumozhuanhuan,danxiangmufengmaolinjiaoerqiedadoubuchengshu。haiyoujiqirendehexinbujian:sifudianji、xiebojiansuqi、kongzhiqideng,gaoduanchanpinjibenyiriben、hanguoheouzhouweizhu,douxuyaocaigou。zhongdiduanchanpinzhongguoyekeyizuo,danshixingneng、zhiliangdenghaiyoujiaodachaju。
jiyuzheiyangdexianshi,jinliangniandabufenrengongzhinengxiangmudoujizhongzaiyingyongshang,zhuyaozuochanpinhejicheng,shuyuyingyongxingxiangmu。
congzhenggezaoqitouzidexingyefenbushang,yekeyikanchudadoujizhongzaiyingyongceng。dashuju、zhinengzhizao、yunjisuan、jinrong、yiliaodenglingyushizuishouzhongguozibenshichangguanzhudelingyu。jiu2017nianderengongzhinengdejishuyingyongeryan, bduandeqiyejiyingyongxiangduirongyiluodi,rengongzhinengjishudailaidechengbenjiangdihexiaolvtisheng,zaianfang、zhinengkefu、jinrong、zhengwudenglingyu,yijixingyejiqirenzaixunjian、jingyonganfangdenglingyudouyijingdedaoleyidingchengdudeshangyeyanzheng。
AI专用芯片中国正齐头赶上
suiranzaitongyongxinpianlingyuzhongguoyijingshiquxianfayoushi,danshiduiyuaixinpian,womenkandaolebutongdeshichangmianmao。
muqian,zhuyaoyongyudicengyunsuandexinpian,congxingyeshanglaijiang,dagaiyousangefangxiang:
diyigefangxiangshiyiyingweidaweidaibiaodegpufangan,henduoqiyezhengzaishiyongdetongyongxinpian;
diergeshifpgafangan,zuoweizhuanyongjichengdianlu(asic)lingyuzhongdeyizhongbandingzhidianluerchuxian;
disangeshiziyanjichengdianlu,biruxiangshenjian、hanwuji、dipingxianzheixiegongsi,tamendouzaizijizuoyixiezhuanyongderengongzhinengxinpian,yonglaizuoshenruxuexidexunlianhuoyunsuan。
gpudeyunsuanjiagouqiahaoshiheyushenduxuexidaliangdebingxingjisuan,yincixunsujinruleaishichang,fpgadetedianzaiyuheyingjianjiehebijiaojinmi,bianchengbijiaolinghuo,dicengpeizhihegoujianbijiaolinghuo。dancongkaifanandu、jiagounandudaogonghao、chengbenheyunsuanchengbendengjiaodu,zheiliangzhongfangshidouyoubiduan。suoyizuilixiangdefangshi,jiushiziyanyizhongzhenzhengshiherengongzhinengyunsuandezhuanyouxinpian。
dangran,zhuanyouxinpianyanfazhouqizhang、chengbenda,biqigpudengtongyongxinpian,zhuanyouxinpiandeyanfashangchuyuzaoqi,jingzhenggejuyeshangweiminglang。jingzhenggejubuminglang,duiyuzhongguolaishuo,jiuyiweizhejihui。
1、guojiazhengcelihao。diyishichanyezhengce,zhongguodechanyeyuanhuozheshuochanyezhengcebenlaijiuyoujujiaoxiaoying,zheiduiyuxinpianchanyedefazhanlaishuofeichangzhongyao;diershizibenshichangzhichi,xinpianzuoweiguojiahexinkejizhanlvehennanqumeiguoshangshi,guojiaweilaiyidinghuirangqizaiagushangshi,duiyushouru、lirunmanzubulexianyouagushangshibiaozhunde,jianghuiyouyixiliegaige,zheishibiranqushi,xianzaiguojiayijingyouzhidaoyijiandanhaimeiyouxize;disan,guojiayoukenengcongbutiedejiaodujiyuxinpianchuangyexiangmuzhichi。
2、xinxingjishulingyuzhongguobingweiluohou。jinjinianzairengongzhineng、wurenjiashi、vr/ardengxinxingjishulingyu,zhongguobingweiluohou,zuiweidianxingdejiushirengongzhinenglingyu,zhongmeidechajubushitebieda,bingbuxianggongyeshidai。
3、rengongzhinengshebeidebendihuajisuanqushishiziyanxinpiandejihui。guoqurengongzhinengshebeidoushiyunduanyunsuan,danshiyunduanshibiezaiyunsuansudu、wangluozhanyong、jiaohutiyandengfangmiandouyouhendadebiduan,biruzhinengyinxiangjiandandehuanxinggongnengxuyaojiangxinxishangchuanzhifuwuqi,jingguoyunduanchulizhihouzaifanhuizhibendijiqiren,yidanwangluochuxianwenti,zhenggejiaohutiyandouhuishoudaoyingxiang。yinci,weilaibendihuayunsuanjiangshirengongzhinengfazhandequshizhiyi,weilairuguomeitaizhongduandouyouyigebendihuadejisuanxinpian,tiyanhuigenghao。
4、tongyongxinpiandachangdelujingyilai,weiziyanxinpiandefazhanchuangzaoleshijianhekongjian。yidonghulianwangshidaiyingteerzhuanxingyidongduanxinpianshishibaide,jutouduonianjuedeyanfazhichu,hennanbeibingqi。
xinpiandejingzhengbenzhishangshiyunxingsuduhechengbendejingzheng。tongyongyuzhuanyong,gpu、fpga、asicsangejishuluxianruheshixianfengonghejieti,shijiexialaiaixinpianshichangdeyigejiaodian。
AI芯片的投资和创业逻辑
jiyurengongzhinengdefazhanqushi,womenrenweijiyuruanjiansuanfadejishuchuangxinleixiangmuweilaijingzhengbileihuijinyibujiangdi,eryingjianjishudechuangxinbiruanjiansuanfachuangxingengjubilei,tongshizaidachanglujingyilaideqingkuangxia,mouxielingyuchuangyegongsifanergengkuai、gengyouyoushi。
danshi,xinpianyanfazhouqixinghenzhang,yanfachenggonglvdi,shiyigezijinmijixingherenlimijixingxingye。zuoweimenjianjiaogaodelingyu,yaoshixianguochanxinpiandeganchao,zuoxinpiandechuangyegongsiduituanduihetouzirendouyouyidingyaoqiu。
shouxianxuyaotuanduibeijingguoying,tuanduibenshenyouqiangdadejishu、ziyuandengguanghuan,zhiyouzheiyangdetuanduicaigengrongyihuodezibendezhichi。muqianfazhanbijiaohaodeshenjiankeji、hanwujidoushizheiyangdetuandui。
ershitouzizhexuyaolejiexingye。xinpiantouzishigaofengxian、gaohuibaode,xinpianchuangyebuxiangzuoqiyefuwu,3geyuechanpinjiunengshangxian,bannianzhihouchanshengshuju,xinpiandeyanfajiuxuyaosandaowunian,xinpiandetouziyeshizhangqideerbushiduanqide,zheishigenqihenduoxingyedoubutongdetouziluoji。
zuoweitouziren,bixudongxinpian,cainenglejieweishenmezaitianshijieduanjiuyougaoguzhi,cailejiexingyeguilvyuanyichengdantouzidefengxian,zaizaoqicanyujinqubingqiebaozhengchuangyetuanduibuhuiyinweizijinwentierwufajianchi。
muqianwoguoyijingzaizhengcecengmianduocichutaixiangguanwenjian,jiangrengongzhinengzuoweizhongdianbuju。aixinpianshiaixingyefazhandebiranlujing,xingyequdongyinsujiaoweimingxian。suiranmuqianyingweidazaigpushanghuodelejiaogaodediwei,dansuizhejishudeyanjinyijiqianduanxinpiandedakai,weilaixingyegejurengyoukenengyoujiaodadegaibian。
laiyuan:yiouwang