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

出版日期: | 出版商: MIC - Market Intelligence & Consulting Institute | 英文 17 Pages | 商品交期: 3-5個工作天內

價格
  • 全貌
  • 簡介
  • 目錄
簡介

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。

目錄

第一章各大品牌自研芯片的動力

  • 最終用戶產品
    • 促進產品差異化
    • 構建完整的產品生態系統
    • 芯片供應管理
    • 設計架構支持
    • 創新芯片產值缺口大
  • 雲產品
    • 加強雲服務
    • 在實現淨零排放的同時降低運營成本和能源消耗
    • 擴大供應,降低供應短缺風險
    • 減少芯片修改時間和成本

第2章主要品牌芯片內部開發

  • 最終用戶產品
    • 筆記本電腦處理器:大品牌通常在內部開發筆記本電腦處理器之前積累智能手機設計經驗。
  • 汽車芯片:自主開發芯片的情況因汽車製造商而異,如果自動駕駛汽車芯片表現出色,任何人都可以成為贏家。
  • 雲產品
    • 雲服務商:開發CPU和AI加速芯片,滿足複雜計算需求
    • 從數據中心服務器擴展到智能音箱等最終產品
    • 美國/中國品牌:為各種用途和使用範圍開發獨特的芯片

第三章後續觀察

  • 對筆記本電腦行業的潛在影響
  • 對汽車行業的影響可能性
  • 對服務器行業的潛在影響

第四章MIC視角

附錄

  • 公司名單
目錄
Product Code: SCRPT22022201

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.

Table of Contents

1.Leading Brands’ Motivations to Develop Chips In-house

  • 1.1 End User Products
    • 1.1.1 To Increase Product Differentiation
    • 1.1.2 To Build a Complete Product Ecosystem
    • 1.1.3 To Keep Chip Delivery under Control
    • 1.1.4 To Support Design Architecture
    • 1.1.5 A Huge Gap between Innovative Chip Supply and Demand
  • 1.2 Cloud Products
    • 1.2.1 To Enhance Cloud Services
    • 1.2.2 To Reduce Operating Costs and Energy Consumption while Achieving Net Zero Emissions
    • 1.2.3 To Increase Supply and Reduce Supply Shortage Risks
    • 1.2.4 To Reduce Chip Modification Time and Costs

2. Leading Brands’ In-house Chip Development

  • 2.1 End User Products
    • 2.1.1 Notebook PC Processors: Leading Brands Normally Accumulate Design Experience from Smartphones before Developing Notebook PC Processors In House8
  • Automotive Chips: In-house Chip Development Varies Across Automakers and Whoever Standing Out with Self-driving Car Chips Will be the Winner8
  • 2.2 Cloud Products
    • 2.2.1 Cloud Service Providers Develop CPUs and AI Accelerator Chips to Meet Increasingly Complicated Computing Demand
    • 2.2.2 Expand from Data Centers and Servers to Smart Speakers and Other End Products
    • 2.2.3 US and Chinese Brands Develop Own Chips for Different Purposes and Scope of Use

3.Follow-up Observations

  • 3.1 Possible Impact on the Notebook PC Industry
  • 3.2 Possible Impact on the Automotive Industry
  • 3.3 Possible Impact on the Server Industry

4.MIC Perspective

Appendix

  • List of Companies

List of Tables

  • Table 1. Leading Brands’ In-house Chips for End User Products
  • Table 1. Leading Brands’ In-house Chips for Cloud Products

List of Topics

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

Companies covered

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