IC主要應用從商業轉向消費類電子
http://www.kadhoai.com.cn 2026-04-11 09:56:06 來源:中國電子報
中國半導體行業協會副理事長、設計分會常務副理事長 魏少軍
woguobandaotichanyemianlinzhezhongduodetiaozhan。zaiguoneijichengdianlushejigongsifazhanfalideyingxiangxia,daigongxianjiangbudebugengduodimouqiuwaibudingdan,duiwaiyicundujiangjinyibutisheng。SiP等(deng)新(xin)技(ji)術(shu)的(de)出(chu)現(xian),將(jiang)有(you)力(li)地(di)影(ying)響(xiang)到(dao)現(xian)行(xing)封(feng)裝(zhuang)產(chan)業(ye)的(de)發(fa)展(zhan)路(lu)線(xian)。集(ji)成(cheng)電(dian)路(lu)設(she)計(ji)業(ye)的(de)發(fa)展(zhan)麵(mian)臨(lin)困(kun)難(nan),產(chan)品(pin)問(wen)題(ti)仍(reng)然(ran)是(shi)困(kun)擾(rao)設(she)計(ji)業(ye)的(de)核(he)心(xin)問(wen)題(ti),產(chan)品(pin)升(sheng)級(ji)換(huan)代(dai)將(jiang)是(shi)不(bu)可(ke)回(hui)避(bi)的(de)嚴(yan)峻(jun)挑(tiao)戰(zhan),工(gong)藝(yi)技(ji)術(shu)進(jin)步(bu)後(hou)帶(dai)來(lai)的(de)技(ji)術(shu)挑(tiao)戰(zhan)和(he)新(xin)的(de)殺(sha)手(shou)應(ying)用(yong)不(bu)明(ming)朗(lang),必(bi)然(ran)導(dao)致(zhi)產(chan)業(ye)發(fa)展(zhan)乏(fa)力(li)。
woguobandaotichanyejingguoguoqujiniandekuaisufazhanzhihou,jiangzhujianjinrutiaozhengjieduan。yujiweilaijinian,womenzaibaochigaoyuquanqiuzengchangsulvdefazhansududetongshi,chanyefazhanhuizhujianquwen,butaihuizaichuxianxiangqianxieniannayangdegaosufazhanxianxiang。suizhezhuduochuantongIDM(集成器件製造商)不再繼續發展45nm及以下的工藝技術,轉而使用代工線(Foundry),代(dai)工(gong)業(ye)務(wu)的(de)需(xu)求(qiu)將(jiang)會(hui)增(zeng)加(jia),我(wo)國(guo)的(de)代(dai)工(gong)線(xian)有(you)望(wang)迎(ying)來(lai)一(yi)個(ge)重(zhong)要(yao)的(de)發(fa)展(zhan)機(ji)遇(yu)。中(zhong)國(guo)作(zuo)為(wei)全(quan)球(qiu)最(zui)大(da)的(de)集(ji)成(cheng)電(dian)路(lu)市(shi)場(chang),市(shi)場(chang)的(de)旺(wang)盛(sheng)需(xu)求(qiu)將(jiang)一(yi)直(zhi)保(bao)持(chi)下(xia)去(qu)。集(ji)成(cheng)電(dian)路(lu)設(she)計(ji)仍(reng)然(ran)是(shi)最(zui)受(shou)青(qing)睞(lai)的(de)投(tou)資(zi)領(ling)域(yu)之(zhi)一(yi)。
積極主動參與創新
jichengdianludetedianbaokuogaodudexitongfuzaxing,hengaodejishumenkan,chanpinchengbenyuxiaoliangzhijiexiangguan,xuyaobuduandichuangxinhetourudeng。chucizhiwai,zuoweiyuanqijian,chuleshaoshuyingyong(如IC卡等)jichengdianluwaibingbunengdandugouchengzuizhongchanpin,qifazhanyoulaiyuhouxudedianzizhengjichanye。jichengdianluzaidianzixinxichanyelianzhongchuzaishangyou,duizuizhongkehuheyingyongshichangdebawolidubugou。jintian,dangjichengdianlukuaruchaoshenyaweimi,zhuyaoyingyonglingyuzhuanxiangdianzixiaofeileichanpindeshidai,gaochengben、短的生命周期、時尚驅動的市場和大量的軟件開發工作等對集成電路產業,特別是集成電路設計產業構成全新的挑戰。
kefuzhexietiaozhandebuerfamenjiushichuangxin,youqishichixuchuangxin。jinguanzhongguodejichengdianlushichangshoudaoquanqiubandaotijutouyoushideyali,shichanglongduandeqingkuanghenyanzhong,danshizhegeshichangyeyouyigetedian,najiushiyixiangjishuchuangxin、一個新的創意都有可能影響到整個產業的發展路線。回想一下過去10年間出現的因特網、移動通信,MP3等,以及今天在全球手機業產生巨大影響的iPhone,就可以清楚地認識到,集成電路產業必須積極、主zhu動dong地di參can與yu創chuang新xin,特te別bie是shi麵mian向xiang最zui終zhong消xiao費fei者zhe的de產chan品pin創chuang新xin。要yao有you超chao前qian意yi識shi,而er不bu能neng守shou株zhu待dai兔tu。創chuang新xin需xu要yao投tou入ru,需xu要yao時shi間jian,更geng需xu要yao耐nai心xin。在zai經jing過guo前qian些xie年nian的de高gao速su發fa展zhan之zhi後hou,各ge方fang麵mian對dui集ji成cheng電dian路lu產chan業ye的de期qi望wang值zhi甚shen高gao,也ye因yin此ci會hui產chan生sheng巨ju大da的de壓ya力li。
應用轉向消費類電子產品
目mu前qian,集ji成cheng電dian路lu產chan業ye正zheng在zai等deng待dai新xin一yi輪lun殺sha手shou應ying用yong的de出chu現xian。盡jin管guan缺que乏fa具ju體ti的de殺sha手shou應ying用yong,但dan是shi不bu可ke否fou認ren的de是shi全quan球qiu集ji成cheng電dian路lu的de主zhu要yao應ying用yong領ling域yu已yi經jing從cong商shang業ye領ling域yu轉zhuan向xiang消xiao費fei類lei電dian子zi。
技術的發展,特別是SoC的興起,芯片架構趨同性是個不可回避的現實。同時,軟件在芯片設計中的作用不斷提升。長遠看,未來我們麵臨著五類大的應用:商業、家庭、汽車、jiankanghetongxin。shangyeyingyongyigerendiannaohewangluoweizhongxin,yijingjibenchengshu,jiatingjiangyidianshijiweizhongxin,qichejiangchengweirenmendedisangexinxipingtai,yiliaojiankangshiquanxindeyingyonglingyu,womenshangweishezuhenduo,eryidongtongxinchulechuantongdetongxinzhiwai,haijiangchengweiqianshusigeyingyonglingyudelianjieqihezhuanhuanpingtai。
qiyeyinggenjuzishendedingwei,jishuchubeihenengli,youmudedixuanzezhugongfangxiang。zaijiliedeshichangjingzhengzhong,dijiagejingzhengsuiranyouxiao,danshiyigebukechixufazhandezuofa。yingzaichanpinkaifaguochengzhongqiujing,zaiqiujingdejichushangqiulian、求快。值得提出的是,特別要注意芯片軟件的作用,可預見在未來,軟件會成為集成電路設計公司的主要經濟來源之一。
要注重集成創新
我wo國guo的de半ban導dao體ti產chan業ye處chu在zai一yi個ge已yi經jing全quan球qiu化hua的de產chan業ye環huan境jing之zhi中zhong,這zhe既ji是shi不bu利li的de,也ye是shi有you利li的de。之zhi所suo以yi說shuo有you利li,是shi因yin為wei全quan球qiu化hua是shi個ge大da趨qu勢shi,無wu法fa回hui避bi,也ye無wu法fa阻zu擋dang。我wo們men的de企qi業ye早zao一yi點dian兒er適shi應ying這zhe個ge殘can酷ku的de競jing爭zheng環huan境jing,可ke以yi鍛duan煉lian我wo們men的de意yi誌zhi、提升我們的能力,更早地熟悉這個市場。對我們參與全球競爭是有利的。
zaiyigequanqiuhuadechanyedahuanjingzhong,womendefazhanbiranyaoshoudaoquanqiuchanyefazhandeyingxiang,yehuishouyiyuquanqiutongxingdejinbu。yinci,womenzaijianchiyuanshichuangxindetongshi,gengyaozhuzhongjichengchuangxin,tebieshiyinjinxiaohuaxishouzaichuangxin,zhanzaijurendejianpangshangmaixianggenggaodetaijie。
jianchikaifanghehezuoshiwomenqiyebixujianchideyuanze。zizhuchuangxinbingbudengyuzijichuangxin,gengbushiyaowomenguanqimenlaigaobimenchuangxin,shishishang,zheyangdebimenchuangxinyebuhuichenggong。yinggaichongfenliyongwomenpangdadeshichanglaicujinchuangxin。keyicaiqugoumai、許可、購並等手段盡快提升知識產權數量,變“後發劣勢”為“後發優勢”。
我國集成電路設計企業的低水平重複設計十分嚴重,要鼓勵企業通過創新和差異化競爭來發展,加大集成電路的知識產權保護力度。2000年6月,國發(2000)18號文件對促進產業發展起到了很大的,甚至是關鍵性的作用。如果說企業從18號文件落實中得到了很多資金補充是不確切的。18號文件的作用有兩個,一是向產業界傳遞了國家鼓勵集成電路產業的發展的明確信息;ershiwenjianzhongguidingdeanzhaozengzhishuinashuiedufanhaishuijindezuofaquedinglezengzhishuiqianrenrenpingdengdegongpingyuanze。suoyi,xianzaidangwuzhijishiyiyaoyouxindezhengcechutai,ershiyaohuidao18號文件的公平原則上。