Isingeniso:Manje amathuba ezinkampani zasendaweni ze-chip yezimoto asobala kakhulu.Njengoba imboni yezimoto ishintsha imizila isuka ezimotweni zikaphethiloli iye emithonjeni emisha yamandla, izwe lami selifinyelele endaweni enkulu emkhakheni wamandla amasha futhi lihamba phambili embonini. Engxenyeni yesibili ye-intelligentization, i-United States ithatha i-global innovation highland.Ngokombono wephethini ye-chip yezimoto yomhlaba wonke, i-United States ingamandla abaluleke kakhulu. Ngokuphindwaphindwa kwemboni, ukubaluleka kwekhompuyutha esebenza kahle esikhathini esizayo sobuhlakani bezimoto kuyabonakala. I-NVIDIA, i-Qualcomm namanye ama-chip giants ezindaweni okungezona ezezimoto Bangene bonke.
Esikhathini esizayo, angeke kube khona i-oligopoly eyodwa kuphelaemkhakheni wama-chips ezimoto,I-China igqugquzela ukuthuthukiswa kwama-chips. Mayelana nokuphepha kolwazi, ama-chips asekhaya anezinzuzo ezinkulu.Ngasikhathi sinye, izinkampani zezimoto nazo zizoba nezidingo ze-supply chain yendawo, futhi izinkampani zama-chip zasekhaya nakanjani zizothuthuka ngokushesha futhi kancane kancane zibambe. Uma ukukhuphuka okusheshayo kwezimoto zamandla amashakubizwa ngokuthi "ukushintsha imizila nokudlula", khona-ke ukukhula nokuvela kwama-chips asekhaya kungachazwa ngokuthi "okuphumelelayo nokulula ukuvela".Ukushintshwa kwasekhaya kuthuthuke kahle eminyakeni emibili edlule.Eminyakeni emibili edlule, ngaphansi kwesimo sezimboni esivumayo, izinkampani eziningi zama-chip ziye zabamba ithuba lokungena embonini yezimoto.
Ngenxa yomthelela walolu bhubhane kanye nobudlelwano bamazwe ngamazwe, ubudlelwano bokuphakelwa kwamazwe ngamazwe kwemikhiqizo ye-automotive chip kanye nemikhiqizo ekhuphukayo buthinteke kakhulu, futhi ukuntuleka kochungechunge lwezimboni zama-chip ezizimele futhi ezilawulekayo kuyimbangela eyinhloko yezinkinga zokuphepha zamanje ezweni lami. uchungechunge lwezimboni, oluboniswa kakhulu Ukuntuleka kwezinkampani zasekhaya eziyingxenye ye-chip core, ukuntuleka kwamandla okuqala embonini yama-chip ezimoto, kanye nokuntuleka kwezinhlelo ezijwayelekile ezihambisana ne-chip nezindlela zokuqinisekisa.Uma sibheka isimo samanje, ama-chips emoto anzima kakhulu ukwenza kunama-chips omakhalekhukhwini. Kulesi sigaba, bathembele kakhulu ekuthengeni kwamanye amazwe. Nokho, amazwe angaphandle nawo anqamula ukutholakala kwempahla. Uma ucwaningo oluzimele kanye nentuthuko luthinteka, akukho iminyaka emithathu kuya kwemihlanu eyokwanela.Ngokukhula okwengeziwe kwesidingo, kukholakala ukuthi imboni yokukhiqiza izimoto yaseShayina izokhuphukela echungechungeni lokunikezela ngezinto ezisezingeni eliphezulu ngokuzayo.
Ngokusheshisa ukufakwa kukagesi, inethiwekhi kanye nobuhlakani, izinga lokwaziswa ngezimoto liye laba ngcono ngendlela engakaze ibonwe, futhi ukusetshenziswa kwama-chips kukhuphuke ngokushesha.Ekuqaleni, izinto ezisemotweni zaziwumshini; ngokuthuthukiswa kwemboni ye-elekthronikhi, ezinye izinhlelo zokulawula imoto zaqala ukuguquka zisuka emishinini ziye kwi-electronics.Njengamanje, ama-chips ezimoto asetshenziswe kabanzi emikhakheni eminingi efana nesistimu yamandla, umzimba, indawo yokusebenzela, i-chassis nokuphepha.Umehluko phakathi kwama-automotive chips nama-computing kanye nama-electronics chips ukuthi ama-chips ezimoto awavamile ukuvela wodwa, ashumekwe kumayunithi amakhulu asebenzayo, futhi awumongo ezimeni eziningi.
Emibikweni yansuku zonke yezinjini zezimoto nezingxenye zezimoto, kungase kube nokuqonda okuncane kwama-chip. Njengamanje, abakhiqizi be-chip yezimoto sebeshintshile ekusabalaliseni baya ekugxiliseni ingqondo, futhi baqala ukukhiqiza okujulile. Ngokuthuthuka kwemboni yezimoto, isidingo sama-chips ezimoto sizoqhubeka sikhula.Imboni ye-chip yezimoto yaseChina igxile kakhulu eShanghai, eGuangdong, eBeijing naseJiangsu. Imikhiqizo ye-chip ikakhulukazi ama-AI chips nama-computing chips. Izimboni ezikhuphukayo zama-chips ikakhulukazi ama-silicon wafers, Semiconductorokokusebenza, ukuklanywa kwe-chip kanye nokupakishwa nokuhlola.Iminyango kahulumeni, izimboni kanye nezinkampani seziqalile ukufuna izindlela zokunqamula lesi simo ngokwethula izinqubomgomo, amabhizinisi ngokubambisana nokubambisana, kanye nocwaningo olusha kanye nentuthuko.
Uma sibheka isimo samanje semboni yezwe lami, ukuguqulwa okuhlakaniphile kwezimoto kulethe amathuba amasha entuthuko kulo lonke uchungechunge lwezimboni ezikhuphuka nomfula. Kusukela kuma-chips kuye kuma-operating systems, kuye kuma-software, kuya ezinhlelweni zokusebenza kanye nochungechunge lobuchwepheshe obuwumgogodla, imboni yezimoto icophelela kakhulu futhi iyanqikaza ukusebenzisa imikhiqizo emisha yabahlinzeki bempahla, futhi ngokuphindaphinda kwezobuchwepheshe kanye nokushoda kochungechunge lokuhlinzeka, abakhiqizi basekhaya sebeqalile ukwamukela abahlinzeki basekhaya, kodwa leli windi lesikhathi alikhululekile, futhi i-2025 izoba yindawo yamanzi eyinhloko.Idatha "igazi" lesizukulwane esilandelayo sezimoto ezihlakaniphile. Isiqondiso sokuvela kwesakhiwo se-elekthronikhi kanye nogesi siwukuqinisekisa ukugeleza kwesivinini esikhulu senani elikhulu kakhulu ledatha, ngaleyo ndlela sisekele ngokuqhubekayo imisebenzi esetshenziswe kuyo. Lokhu kuhlanganisa ukucutshungulwa kwedatha, okudinga ama-chips amandla ekhompuyutha aqinile ukuze kusekelwe ukuvela kwezakhiwo zikagesi neze-elekthronikhi.
Esekelwa izinqubomgomo zikazwelonke, ama-chips ezimoto angama-semiconductor, futhi okokusebenza okuthuthukile kwesimanje njengamaselula namakhompyutha kudingeka kusebenzise ama-semiconductor chips. Ngakho-ke, iminyango efanele ibheka ukubaluleka okukhulu ekuthuthukisweni kwale mboni futhi seyethule izinqubomgomo zezimboni ezifanele kanye nezinhlelo zokuthuthukisa izikhathi eziningi.Ukwethulwa kwalezi zinhlelo kuxazulula izinkinga zezezimali zamabhizinisi amancane, kwenza imakethe ye-chip yezimoto ichume, futhi ngesikhathi esifanayo kuthuthukisa ikhono lokudala lamabhizinisi, elidlale indima engenakucimeka ekuthuthukisweni kwesakhiwo sezimboni.Ngokusekelwa kwezinqubomgomo, izinkampani ziya ngokuya ziba zinkulu futhi ziqina, futhi isidingo semakethe sama-chips ezimoto siyaqhubeka nokukhuphuka. Ngokuzayo, abakhiqizi abakhulu bezimoto basekhaya kulindeleke ukuthi basebenzise ama-chips ezimoto ngezinga elikhulu.
Isikhathi sokuthumela: Sep-28-2022