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“中国芯”强势崛起,寒武纪将登科创板

摘要: 彩票平台 寒武纪即将登陆科创板,这意味着什么?

图片来源@视觉中国

tupianlaiyuan@shijuezhongguo

wenshuzidancaijing,zuozheshuhuangyanhua,zebianshudanzong

借着国家新基建的浪潮,AI芯片行业正重焕生机。

这种信号不仅来自于AI芯片公司在资本市场上的“回暖迹象”,更体现在科创板上——寒武纪从科创板IPO申请获受理(3月26日)至拿到注册批文(6月23日),共历时89天。不久之后,科创板将迎来首家国内人工智能芯片领域的龙头公司。
(图 / 中国证券监督管理委员会)

(tu / zhongguozhengquanjianduguanliweiyuanhui)

eraixinpianxingyejinlaigengshi“xibaopinchuan”: 6yue7ri,aixinpiangongsi“yisiweijisuan”xuanbuwanchengchao20yiyuanrongzi;6yue16ri,chuangbanyu2019nian9yuedezhinengxinpianshejigongsi“birenkeji”xuanbuhuode11yiyuanalunrongzi。

彩票平台buguo,zaihaoxiaoxipinpinshuaxinrenmenduiaixinpianxingyederenzhizhiyu,yixiegengzhideguanzhudewentiyesuizhierlai: hanwujijijiangdenglukechuangbanyiweizheshenme?xingyehuinuanhuirangaixinpianchuangyezhegengrongyituweima?aixinpianxingyedechuangkouqihaiyouduojiu?「zidancaijing」yuaixinpiancongyezheliaoleliao。

1、寒武纪过会背后

“‘kabozi’chanye,guojiazenmedoudezhichiba!”zi6yue2rihanwujikechuangbanshoufaguohuihou,yiweizhangqiguanzhuaixinpianlingyudezishenrenshilixin(huaming)dui「zidancaijing」biaoshi。

李鑫的说法虽有些片面,但并非毫无依据。

彩票平台2018nian,meiguocengyi“kabozi”defangshiduizhongxingjinxingzhicai。youyuxinpiandeduangong,zhongxingyiyezhijianxianrule“tanhuan”。

qunian5yue,meiguogengshiduihuaweixiadaleyoushiyilaide“zuiyanjinling”: jianghuaweijiarushitimingdan,jinzhihuaweizaiweijingmeiguozhengfupizhundeqingkuangxiacongmeiguogongsigoumailingbujianhejishu。jinnian5yue,meiguozaicixuanbu,jiangxiugaibufenchukouguize,laiduihuaweidebandaotidegongyingjinxingxianzhi。zaiquanqiufanweinei,baohanyidingbili“meiguojishu”debandaotigongying,yejiangshoudaoxianzhi。

美国接二连三在同一领域对中国进行“掐喉”,意味着“中国芯”的自彩票平台突破已经刻不容缓。

彩票平台“zaiaixinpianzheiyilingyu,hanwujideqianlihenda。”zuoweitongxing,cunsuanyitixinpianshejigongsizhicunkejichuangshirenwangshaodirushizongjiehanwujiguohuiyuanyin。hanwujichengliyilaiyizhijujiaoyunbianduanyitidezhinengxinshengtai,yincizaiyunduanaixinpianyanfafangmianjixulezugouhaodenengli。

ruguocaipiaopingtaibazhinenghulianwangxitongjiandanbiyucheng“danao”,yunduanaijiushizhongshushenjingxitong,zhongduanaixiangdangyumoshaoshenjing。yinci,biqizhongduanaixinpian,yunduanaixinpianjishuwuyinandugenggao。

wangshaodigaosu「zidancaijing」,daomuqianweizhi,yunduanaixinpianshichangyizhiyouyingweidadegpuheyingteerdecpuzhudao。guoneidabufenaixinpianchangshangdouxuanzelezhongduanaixinpian,yuanyinyeshiweilebikaiyunduanaixinpianlongduandeshichanggeju。erxianghanwujizheileijinruyunduanaixinpiangaodidewanjiaquzhikeshu,yincihanwujijuyoujiqiangdexianfayoushi。

ciwai,tarenwei,xiangbiqitaaixinpianchangshang,hanwujijubeigenggaodechanpingengxinsuduhejishudiedaiyanfanengli。biruzaizhongduanzhinengchanpinlingyu,qibaochizhemeinianyikuanchanpindegengxinsudu。

彩票平台erzaizheizhonggengxinsududebeihou,xuyaodaliangdezijinzhichengtuanduizuoyanfadiedai,zheikaoyanqiyebenshendeyingshounenglijixianjinliuqingkuang。congyejilaikan,hanwujidezhengtiyingshoushuipinghaibucuo,suikuisunjiaoda,danweizhuiganguowaijishuchanshengdekuisunshuzhengchang。

“zaizheigelingyu,tashizuiyouxiwangzuochengdegongsi。”wangshaodijieshidao,youhenduozhongyaodexingyezaoqidoumianlinkuisun。biruguoneimianban、cunchuneicunnengjueqi,doulibukaiguojiashuqianyitouzidezhichi,danzheixiemianban、cunchuneicunqiyezaoqidoumianlinkuisun。

事实上,由于寒武纪的客户集中度过高,已出现一定的隐患。彩票平台根据招股书,寒武纪2017年、2018年、2019年前五大客户销售收入占营业收入比例分别为100%、99.95%、95.44%。2017年,第一大客户华为海思对寒武纪营收的贡献占比高达98.34%,2018年,这一数字为97.63%。

raner,2019nianhuaweihaisixuanzezizhuyanfazhinengchuliqi,chuyidachengdehezuowai,weizaijixucaigouhanwujizhongduanzhinengchuliqiipchanpin。shouciyingxiang,huaweihaisizhanhanwujiyingshoubilixiajiangzhi14.34%。

“不是所有AI芯片厂商都会遇到这样的问题。”李鑫表示,比如安防摄像头或物联网设备AI芯片厂商的客户集中度就不高。
(图 / 寒武纪芯片,来源:<a target=彩票平台_彩票平台排行-【首充包赔】

(图 / 寒武纪芯片,来源:彩票平台_彩票平台排行-【首充包赔】

伴随寒武纪首发过会的消息在行业内传开,有观点认为,这一利好消息或引发AI芯片企业赴科创板上市的热潮。

彩票平台“qitaaixinpiangongsiliangnianneidounanshangshi。”zaimouaixinpiangongsidanrengaoguandeliurui(huaming)xiang「zidancaijing」biaodaletadebutongguandian。

zaitakanlai,wulunzaiguzhishang,haishiyingshouguimohuorongzitiliangshang,guoneiyuhanwujishilixiangdangdeaixinpianchangshangliaoliaowuji。ciwai,hanwujiyewuzhiyuguojiadezhongyaoxinggaoyutongxing。yunduanaixinpianshigangxu,hanwujibujudegpujisuan、chaosuan,zaizhengfucaigoushangdezhanbiyizhihengao。

彩票平台tongshi,liuruitanyan,hanwujichenggongguohuidexiaoxiqueshinengtizhenaixinpianxingyedexinxin。“dangshi,haiyouyixietouzijigouzhuanmenyuecaipiaopingtailiaoaixinpianxingye,tamenyekandaoguojiaduiaixinpianqiyedeyigetaidu。”

2、马太效应加剧?

彩票平台yibaneryan,mouxingyeyijishichangrongzihuoyuedudetishenghuixiyingengduochuangyezheruju。buguo,aixinpianxingyehuoxushigeliwai。

彩票平台“aixinpianxingyeshiyigebileihengao,erfeireqianyongrubiannengzuochengdexingye,bunengyizaofengkouhuohulianwangsiweilaikanaixinpianxingye,”jiazizhikufenxishicengyimingaosu「zidancaijing」,“xingyexiangguanrencaijinquejijishupingjingnantupodengdoushiwenti。”

「子弹财经」获悉,AI芯片热度自2018年第三季度达到顶峰后逐渐降低,于2019年2月骤降至冰点,AI芯片行业开始进入蛰伏期。

ershishishang,2015nianzhijin,guoneiaixinpianxingyefashengleqianyimohuadegaibian。wangshaodijieshao,aixinpianluodichangjingjixuqiubuduanzengjia,yuelaiyueduoxiaofeidianzishebeipeizhileaigongneng,zhishitongchangbeirenmenhushieryi。birushoujitonghua、paizhao,kanshipindengxingweidoutongguoaixinpianzuolequanchuli。

彩票平台ciwai,guoneikehuduiguochanxinpiandejieshouduyezaitisheng。wangshaodigaosu「zidancaijing」,jizhongmeimaoyizhan、zhongxinghuaweishijiandengfashenghou,tongshijiyugongyingliananquanwentikaolv,guoneikehuduiguoneixinpiandejieshouchengdutigaohenduo,“zhiyaoxingnenghao,jiujieshoushiyong”。

buguo,tayezhichu,xinpianshejigongsixuyaoyudaigongchanghezuocainengshengchanchuxinpian,danchuangyegongsihennancongdaigongchangneilinadaowendingdechannenghediliandejingyuanjiage,zheishideaixinpianchuangyegongsihennanzaichengbenshangyongyouyoushi。

彩票平台“zhengcefuchilidubuduanjiada。”zheishicengyiminduiguoqujinianaixinpianxingyezuizhiguandeganshou。

jinnianlai,guojiaduiaixinpianchanyejiyulezhanlvecengmiandeguanzhu。2015nian5yue,guowuyuanzai《zhongguozhizao2025》zhongzhichu,dao2020nianzhongguoxinpianzijilvyaodadao40%,2025niandadao50%;2017nian7yue,guowuyuanzai《xinyidairengongzhinengfazhanguihua》zhongbiaoshi,yaozhongdiantupozhinengxinpianyuxitongdengyipiguanjianjishu。

然而,与利好政策相对应的是行业高准入门槛。除了人才、市场方向、产品力的要求外,AI芯片研发和制造成本高昂,对资金需求极大。

zaixinpianshejishang,ruguoshizuozhongduanaixinpianzenandubuda,xianzaihenduodagongsidouzuoaixinpian,youzugoutourudaoyanfajiukeyizuo,erruguozuoyunduanaixinpian,zuidadetiaozhanzeshiruanjianshengtai、yiyongxinghexinpianyanfasudu。

彩票平台shishishang,youyumeigelingyudouyouzishendetedian,daozhihenduoaixinpianchangshangdouqiexifenlingyu,zhenduimeigelingyudandudingzhixinpian,erbutonglingyuduiyingdejinrumenjianyeyousuochayi。

wangshaodiyizidongjiashiweilijieshi,zidongjiashixuyaozaisuanfa、suanlidengfangmianyouhendatupocainengwancheng,tongshicheguijixinpianduikekaoxingyaoqiugao,jinruhenkunnan。ciwai,jiyuneibubaohukaolv,qichexingyetongchangyouwendingdeshangyougongyingshang,congerjiadalechuchuanggongsijinrugaixingyedenandu。“qitalingyudouhaihao,xiaofeijilingyubijiaorongyijin。”wangshaodishuodao。

suizhehulianwang、xinpiandengdachangdefenfenruju,aixinpianchuangyegongsishoudaodechongjijiaoda。zaiwangshaodikanlai,biqiaixinpianchangshang,chulezijinchubeichongyu,dachangdeyoushihaibiaoxianzaiqigengyishixianchanpinluodi,gengdongxuqiu,genzhongduankehudeguanxigengjinmi。

目前,几乎所有AI芯片企业均已切入细分市场。彩票平台由于生产通用AI芯片的难度较高,多数AI芯片厂商会选择自己熟悉的几个应用场景去落地,“它们会把自己的精力放在几个重要产品上并快速落地。”王绍迪说。

彩票平台“aixinpianxingyemataixiaoyingyuelaiyuemingxian。”cengyiminbiaoshi,youyuaixinpianyanfachengbengaoqiezhouqijiaozhang,duizijindexuqiujida。“xiangbizhongxiaochangshang,dachangshangzijinshiligengxionghou,aixinpianzuochulaigengrongyi。”

ciwai,jishibaaixinpianzuochulai,aixinpianchuangyegongsimianlinhendadetuokewenti,erdachangshangyijianliwanzhengchanyelian,yongyouzijidehexinkehu。yinci,aixinpianxingyeyichengweijutouyugaoshouguozhaodejianghu。

3、机会之窗

shijishang,dangaixinpiancongfengkouqijinrulixingqi,“quefadakehu、zaoxuenenglicha”shiwaijieduiqidezuidazhiyi,biruhanwujizaishiquhuaweidakehuhoujingguoleshangjiaosuowenxun,jiuzaodaoleshichangpubianzhiyi。

buguo,zairenheyigexingye,youqishixinxingye,zongyourenkanhaoyeyourenkanshuai。“xinpiantongguodiaoyanzhidaonaxielingyuyouluodifangshi,naxiechangjingshigangxu,keyizuo,dandabufenrenshouyanlunyingxiang,shuyuyizhongrenyunyiyundeqingkuang,henduodekunnanshiduanzande。caipiaopingtaiyaolixingdikandai,bunengzhiliuyubiaomianxiayigejielun。”wangshaodishuodao。

一直以来,AI芯片行业是一个高投入、高风险、回报的行业。表面来看,AI芯片行业特点意味着AI芯片创业者面临的挑战会不断显现。

彩票平台“luodizicaipiaopingtaizaoxuehenzhongyao,xiankaozijihuoxiaquzaizuoda。”wangshaodidaochulehenduoxiangtayiyangdeaixinpianchuangyezhecishidexinsheng。yinweibuzhidaoyiqingheshijieshu,yiqingqijian,shichangzaiweisuo,rongzibiandekunnan。aixinpianqiyeyaohuoguoyiqing,bingnenghenkuaizhuazhushichangfandanjihui。

chuleshengcuntielv,aixinpianchuangyezhemianlindetiaozhanxianranbuzhiyuci。

彩票平台aixinpianxuyaozengjiaxindegongneng,tiyanyeyaogouhao,zengjiadechengbenbunengguogao,duikehuxitongdexiugaijinkenengshao。ciwai,“xinpianyanfasudunengfougenshang”dailaidetiaozhantongyangbuxiao,qijianchanpindegongnengyizhizaizengjia,yigexindexuqiuchuxian,xinpianchangshangnengfoukuaisuchuyikuanxinpianzhichizheigegongneng,jiuxiandehenzhongyao。

业界有一种说法: 芯片是一个“赢者通吃”的市场。彩票平台由于高昂的研发费用,只有市场第一才能形成规模优势从而转化为成本优势和盈利。

“zaiaixinpianzhong,buhuiwanquanshidiyimingtongchi。”duiyushangshushuofa,wangshaodichibutongguandian,bijingzheishejiaixinpiangongyinglianwendingwenti,kehuyibanhuicongzhishaoliangjiaxinpianchangshangcaigouxinpian。“bijingzhicaigouyijia,henrongyishouzhiyuren,tongshiailingyuxifenchangjinghenduo,hennanyouyigegongsizuosuoyoudexifenchangjing。”

因此,即使面对着一些问题和挑战,但这个行业的机遇也显而易见。

彩票平台“zaizhongduanxinpianshang,muqianyouhenduochengshuhuoyigouxiangnengshixiandeyingyongchangjing,yiweizhekeyujiandexuqiuhenduo,jiazhiqiduixingnenghetongyongxingyaoqiugengdidengyuanyin,jiguoneiaixinpianchuangyegongsiliuyouyidingdejihui。”cengyiminbiaoshi。

彩票平台“yunduanxunlianfangxiangcunzaidaliangchuangyejihui。”wangshaodifenxidao,yintiaozhannandugaodengyuanyin,muqianguoneihaimeiyounengzuogpuchanpindeaixinpianchangshang,yunduanxunlianxinpianshichangsuanshiyigekongbaishichang。

此外,安防市场也存在诸多机会。公开信息显示,华为海思在安防芯片领域占据了70%市场份额,几乎已全部覆盖高中低三档产品。

“buguo,youyumeiguojiamazhicaideyuangu,rujindehuaweihaisixinpianzhengmianlinzhebeiduangongdeweiji,zheiyiweizhehuaweihaisizaianfangxinpianlingyudeshichangfenejiangbeizhongxinfenpeijiqitaaixinpiangongsi。”liuruishuo。

4、结语

彩票平台chenglijin4nianling3geyuedehanwujijijiangdenglukechuangban,yisiweijisuan、birenkejidenghuodaerongzi,zheixielihaoxiaoxibujinjiaixinpianchuangyezhezhuru“qiangxinji”,yerangwaijiekandao“zhongguoxin”zhangqikongbailuohoudejumianyouwangdedaogaibian。

不过,需要正视的是,目前国内一些生产工艺水平与国外仍相差悬殊。此外,随着芯片复杂性的提升,对设计技术的要求也在提高,不仅需要先进的设计方法与电子自动化工具,对于复杂芯片还需要一些计算平台资源,难度系数在不断加强。

zheixiedouyiweizhe“zhongguoxin”yaoxiangbushoumeiguozhiyuejuefeiduanqineinengshixian。

当然,随着国内AI芯片应用场景和需求的增加,无疑都将为本土AI芯片公司带来诸多潜在的机遇——“中国芯”,正在出新

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