Leading Brands' Decision to Develop Chips In-House and Its Industry Impact
由於新型冠狀病毒感染 (COVID-19) 爆發時的供應問題以及對 IT 產品的需求增加，導致全球芯片短缺。因此，蘋果、特斯拉、亞馬遜和阿裡巴巴等主要品牌都在內部開發芯片，並試圖通過穩定的芯片供應來確保供應鏈。
The global chip shortage, due to supply problems and a surge in demand for IT products during the COVID-19 outbreak, has motivated leading brands such as Apple, Tesla, Amazon, and Alibaba to bring chip development in house to secure supply chains with a stable chip supply. Based on different requirements for end user products and cloud products, this report divides these leading brands into two groups and analyzes motivations that lead them to develop own chips; examines their future development trends and product strategies while analyzing the possible impact on the notebook PC, automobile, and server industry.
Motivations behind several leading brands’ decision to develop chips in house from the perspective of end user products such as Google, Apple, BYD, Geely Automobile, Hyundai, etc, and cloud products such as Amazon, Facebook, Baidu, Huawei, Alibaba, etc.
In-house chip development of leading brands from the perspective of end user products such as notebook PCs and self-driving cars, and of cloud products such as smart speakers, automobiles, and servers
The possible impact on three industries, including notebook PC, automotive, and server
Kunlun Core (Beijing) Technology
Suzhou Guangzhiju Photoelectric Technology