市場調查報告書
商品編碼
1062641
自主研發大品牌芯片的決定及其對行業的影響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。
本報告分析了全球主要芯片品牌自研的動向及對行業的影響,並激勵他們自主研發芯片、未來發展趨勢、產品策略和產品類型。正在調查不同情況下(終端用戶產品、雲產品)的差異以及對相關行業(筆記本電腦、汽車、服務器)的潛在影響。
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
Alibaba
Amazon
AMD
Apple
Arm
AWS
Broadcom
BYD
Dell
Denso
ECARX Technology
Facebook
Ford
Geely Automobile
GlobalFoundries
Google
HP
Hyundai Mobis
Hyundai Motor
Infineon
Intel
Kunlun Core (Beijing) Technology
Lenovo
Magnachip
MaxLinear
MediaTek
Microsoft
MIRISE Technologies
Mobileye
Nvidia
Qualcomm
SAIC Motor
Samsung
STMicro
Suzhou Guangzhiju Photoelectric Technology
T91 Electronics
Tesla
TI
Toyota
TSMC
Volkswagen
XPeng Motors