1、 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.This presentation,including all supporting materials,is proprietary to Gartner,Inc.and/or its affiliates and is for the sole internal use of the intended recipients.Because

2、 this presentation may contain information that is confidential,proprietary or otherwise legally protected,it may not be further copied,distributed or publicly displayed without the express written permission of Gartner,Inc.or its affiliates.Roger Sheng研究副总裁中国企业的CIOCIO们必须建立关键的芯片策略以应对禁运风险1 2023 Gartn

3、er,Inc.and/or its affiliates.All rights reserved.RESTRICTED高性能芯片是IT产业皇冠上的钻石2 2023 Gartner,Inc.and/or its affiliates.All rights reserved.RESTRICTED关键议题1.美国的先进芯片禁运对中国企业有多大的影响？2.如何制定芯片供应策略应对未来中美竞争局面？3 2023 Gartner,Inc.and/or its affiliates.All rights reserved.RESTRICTED关键议题1.美国的先进芯片禁运对中国企业有多大的影响？2.如何制定

4、芯片供应策略应对未来中美竞争局面？4 2023 Gartner,Inc.and/or its affiliates.All rights reserved.RESTRICTED美国的先进芯片禁运对中国企业有多大的影响？5 2023 Gartner,Inc.and/or its affiliates.All rights reserved.RESTRICTED云服务操作系统/平台网络基础设施计算设备（服务器，PC）MPU（通用微处理器），GPU，FPGADRAM，NAND，有线/无线连接芯片网络处理器，Wired/Wireless网恋芯片4G/5G基带芯片，高速接口芯片显示驱动芯片，输入输出转换

5、芯片软件适配与硬件兼容性高速DRAM，大容量存储芯片电源管理芯片，传感器芯片，安全芯片应用处理器，微控制器，传感器芯片有线/无线连接芯片，数模转换芯片芯片是支撑ITIT产业和数字化的基础设施应用6 2023 Gartner,Inc.and/or its affiliates.All rights reserved.RESTRICTED实体名单高性能计算出口禁令先进芯片相关出口禁令针对特定中国科技公司针对特定高性能计算芯片覆盖所有国内先进芯片制造（包括国际企业在华工厂）美国对中国高科技行业的制裁和禁运正在升级7 2023 Gartner,Inc.and/or its affiliates.All

6、 rights reserved.RESTRICTED47.5%19.2%7.8%9.0%8.5%7.7%49.6%16.9%9.0%8.9%7.8%7.6%美国韩国欧洲日本中国台湾中国其他202120222021排名2022排名半导体公司名2021营收（百万美元）2022营收（百万美元）2022成长率全球市场份额11Samsung Electronics73,197 63,823-12.8%10.6%22Intel72,701 58,436-19.6%9.7%53Qualcomm27,293 34,780 27.4%5.8%34SK hynix37,192 33,505-9.9%5.6%45

7、Micron Technology28,624 26,849-6.2%4.5%66Broadcom18,793 23,868 27.0%4.0%107AMD16,299 23,620 44.9%3.9%88Texas Instruments17,298 18,844 8.9%3.1%119Apple14,580 18,099 24.1%3.0%710 MediaTek17,617 18,043 2.4%3.0%1311 STMicroelectronics12,610 15,842 25.6%2.6%912 NVIDIA16,815 15,331-8.8%2.6%1213 Infineon T

8、echnologies12,681 14,587 15.0%2.4%1514 NXP10,844 12,954 19.5%2.2%1915 Analog Devices8,490 12,391 45.9%2.1%1716 Renesas Electronics9,120 11,372 24.7%1.9%1417 KIOXIA12,212 10,006-18.1%1.7%1818 Sony8,769 9,259 5.6%1.5%2019 Onsemi6,455 7,997 23.9%1.3%2120 Microchip Technology6,211 7,774 25.2%1.3%2931 OM

9、NIVISION3,115 2,470-20.7%0.4%3532 Nexperia(China owned)2,008 2,295 14.3%0.4%3833 Yangtze Memory Technologies1,776 2,090 17.7%0.3%3734 UniSoC Technologies1,814 2,080 14.7%0.3%Global Total Semiconductor Market598,365 599,562 0.2%全球半导体芯片市场规模以及主要厂商排名8 2023 Gartner,Inc.and/or its affiliates.All rights re

10、served.RESTRICTED8%6%1%6%1%3%17%20%4%23%4%8%11%20%8%2%13%21%5%7%0%5%10%15%20%25%-1,000 2,000 3,000 4,000 5,000 6,000 7,000 Image SensorsOther memoryNon-optical sensorsDiscreteAnalogTDDIRFMCUWirelessDRAMDiscrete AP/MPDDIBasebandPMICNANDMPU全球市场份额2022年营收 百万美元中国厂商的半导体产品在全球的位置（包括中国资本控制的企业）LEDWiredFPGAGPU

11、中国半导体产业在全球的市场占有率(2022)(2022)9 2023 Gartner,Inc.and/or its affiliates.All rights reserved.RESTRICTED全球半导体市场采购规模6000亿美元（2022）中国企业芯片采购金额1490亿美元(25%)国内芯片厂商市场份额 25%国际芯片厂商市场份额 75%跨国企业中国工厂芯片采购金额2130亿美元(35%)中国之外的国家芯片采购金额2380亿美元(40%)中国对全球芯片供应链的依赖程度10 2023 Gartner,Inc.and/or its affiliates.All rights reserved

12、.RESTRICTED如何制定芯片供应策略应对未来中美竞争局面？11 2023 Gartner,Inc.and/or its affiliates.All rights reserved.RESTRICTED政府促进政策 集成电路大基金 地方集成电路基金 科创板 产业补贴政策 自主可控要求 新型举国体制芯片应用企业 供应商备胎策略 国内供应商认证 投资芯片设计 加强本地创新 独立生态链发展本土芯片厂商成果 14nm以下工艺开发 3D NAND(2xxL)主流 DRAM 自主微处理器 成熟芯片国产替代 汽车用半导体导入美国的制裁加速了国内芯片产业的发展12 2023 Gartner,Inc.an

13、d/or its affiliates.All rights reserved.RESTRICTED自主可控核心芯片系统集成设备制造操作系统基础软件云服务中间件周边固件网络安全网络服务互联网平台存储系统标准认证应用软件通过自主可控项目培育本土ITIT系统供应链13 2023 Gartner,Inc.and/or its affiliates.All rights reserved.RESTRICTEDProductsProcess nodeEntity List龙芯Customized MIPS CPUs for server,PC and embedded system.12nm,28nmY

14、es海思ARM CPUs for server and PC;AI accelerators for cloud and edge.7nm,16nmYes飞腾ARM CPUs for server and PC.7nm,16nmYes海光x86 CPUs(Licensed from AMD)for server and PC,DPU for AI acceleration14nmYes兆芯x86 CPUs and GPUs for server,PC and embedded system.16nm,28nmYes申威Alpha CPUs for supercomputer,server,PC

15、 and embedded system.28nmYes平头哥ARM server CPU,AI accelerators,RISC-V CPUs5nm,7nm,16nmNo百度AI accelerators for cloud and edge(automotive)7nm,14nmNo景嘉微GPUs for PC and embedded systems(military)14nm,28nmYes地平线AI accelerators for edge(automotive)16nm,28nmNo寒武纪AI accelerators for cloud/edge7nm,16nmYes燧原AI

16、 accelerators for cloud/edge12nmNo壁仞GPUs/AI accelerators for cloud/edge7nmNo摩尔线程GPUs/AI accelerators for cloud/edge and PC7nmNo天数智芯GPUs/AI accelerators for cloud/edge7nm,16nmNo墨芯AI accelerators for cloud/edge14nmNo国内ITIT系统自主可控相关主要芯片厂商情况14 2023 Gartner,Inc.and/or its affiliates.All rights reserved.RE

17、STRICTED ARM通用处理器（Arm in PCs/Servers)异构集成（Heterogeneous integration)RISC-V架构处理器（RISC-V CPU)高性能持久内存（High-performance persistent memory)芯片光互联（Interchip optical interconnects)3D DRAM 三维芯片堆叠（3D Die Stacking)在制裁和禁运之下的技术方向选择15 2023 Gartner,Inc.and/or its affiliates.All rights reserved.RESTRICTED需要的投资规模加强国

18、内可靠芯片厂商合作自主芯片能力投资有潜力的芯片设计公司自建芯片设计以及相关团队建立自主芯片预案战略的三种方式16 2023 Gartner,Inc.and/or its affiliates.All rights reserved.RESTRICTED数字业务云，网基础设施电子设备制造半导体芯片赋能投资通过产业链上下游协作建立国内开发生态圈17 2023 Gartner,Inc.and/or its affiliates.All rights reserved.RESTRICTED 与IT系统供应链协作厂商研究与预测美国制裁已经发生的和未来可能带来的影响。选择国内自主可控相关系统与芯片厂商确认

19、现有产品状况和市场实际应用经验，建立合作关系。设置合理国产系统及芯片的性能要求和验证目的，从非关键应用开始尝试导入部分国产IT系统。加强软件适配开发，确保软件对不同系统的兼容性，稳定性和运营性能。建立或加强对国内基础IT软硬件厂商的投资，确保对厂商产品开发计划的影响力。确定新产品开发计划时，优先考虑国内供应链和成熟平台，积极采用半导体创新技术。建立国产ITIT系统作为备用选择的行动建议18 2023 Gartner,Inc.and/or its affiliates.All rights reserved.RESTRICTEDMarket Trend:U.S.Restrictions Forc

20、e China ICT Industry to Seek Alternative Semiconductor SolutionsMarket Trends:Chinas New Secure and Trustable Initiative for the IT System Will Accelerate the Growth of Domestic Chip VendorsEmerging Tech Impact Radar:Semiconductor and Electronics TechnologiesForecast Analysis:Semiconductor Design TA

21、M,by Application and RegionMarket Trend:RISC-V Architecture Adoption Is Gaining as an Efficient Alternative to Arm and x86Emerging Technologies:Venture Capital Growth Insights for Chinas Semiconductor CompaniesEmerging Technologies:Monetizing Semiconductor Product Innovations From Chinas Market可供参考的

22、GartnerGartner报告 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.This presentation,including all supporting materials,is proprietary to Gartner,Inc.and/or its affiliates and is for the sole internal use of the intended recipients.Because this presentation may contain information that is confidential,proprietary or otherwise legally protected,it may not be further copied,distributed or publicly displayed without the express written permission of Gartner,Inc.or its affiliates.Roger Sheng中国企业的CIOCIO们必须建立关键的芯片策略以应对禁运风险