{"id":1980,"date":"2018-12-29T01:03:57","date_gmt":"2018-12-29T01:03:57","guid":{"rendered":""},"modified":"2018-12-29T09:04:52","modified_gmt":"2018-12-29T01:04:52","slug":"%e5%8d%8a%e5%af%bc%e4%bd%93%e6%99%b6%e5%9c%86%e6%9d%90%e6%96%99%e7%9a%84%e5%85%a8%e9%9d%a2%e8%a7%a3%e6%9e%90","status":"publish","type":"post","link":"http:\/\/www.szryc.com\/?p=1980","title":{"rendered":"\u534a\u5bfc\u4f53\u6676\u5706\u6750\u6599\u7684\u5168\u9762\u89e3\u6790"},"content":{"rendered":"

\n\t\u6676\u5706\uff08wafe<\/u>r\uff09 \u662f\u5236\u9020\u534a\u5bfc\u4f53\u5668\u4ef6\u7684\u57fa\u7840\u6027\u539f\u6750\u6599\u3002 \u6781\u9ad8\u7eaf\u5ea6\u7684\u534a\u5bfc\u4f53\u7ecf\u8fc7\u62c9\u6676\u3001\u5207\u7247\u7b49\u5de5\u5e8f\u5236\u5907\u6210\u4e3a\u6676\u5706\uff0c\u6676\u5706\u7ecf\u8fc7\u4e00\u7cfb\u5217\u534a\u5bfc\u4f53\u5236\u9020\u5de5\u827a\u5f62\u6210\u6781\u5fae\u5c0f\u7684\u7535\u8def\u7ed3\u6784\uff0c\u518d\u7ecf\u5207\u5272\u3001\u5c01\u88c5\u3001\u6d4b\u8bd5\u6210\u4e3a\u82af\u7247\uff0c\u5e7f\u6cdb\u5e94\u7528\u5230\u5404\u7c7b\u7535\u5b50\u8bbe\u5907\u5f53\u4e2d\u3002 \u6676\u5706\u6750\u6599\u7ecf\u5386\u4e86 60 \u4f59\u5e74\u7684\u6280\u672f\u6f14\u8fdb\u548c\u4ea7\u4e1a\u53d1\u5c55\uff0c\u5f62\u6210\u4e86\u5f53\u4eca\u4ee5\u7845\u4e3a\u4e3b\u3001\u65b0\u578b\u534a\u5bfc\u4f53\u6750\u6599\u4e3a\u8865\u5145\u7684\u4ea7\u4e1a\u5c40\u9762\u3002<\/p>\n

\n\t<\/p>\n

\n\t <\/div>\n

\n\t\u534a\u5bfc\u4f53\u6676\u5706\u6750\u6599\u7684\u57fa\u672c\u6846\u67b6<\/p>\n

\n\t20 \u4e16\u7eaa 50 \u5e74\u4ee3\uff0c\u9517\uff08Ge\uff09\u662f\u6700\u65e9\u91c7\u7528\u7684\u534a\u5bfc\u4f53\u6750\u6599\uff0c\u6700\u5148\u7528\u4e8e\u5206\u7acb\u5668\u4ef6\u4e2d\u3002\u96c6\u6210\u7535\u8def\u7684\u4ea7\u751f\u662f\u534a\u5bfc\u4f53\u4ea7\u4e1a\u5411\u524d\u8fc8\u8fdb\u7684\u91cd\u8981\u4e00\u6b65\uff0c 1958 \u5e74 7 \u6708\uff0c\u5728\u5fb7\u514b\u8428\u65af\u5dde\u8fbe\u62c9\u65af\u5e02\u7684\u5fb7\u5dde\u4eea\u5668<\/u>\u516c\u53f8\uff0c\u6770\u514b·\u57fa\u5c14\u6bd4\u5236\u9020\u7684\u7b2c\u4e00\u5757\u96c6\u6210\u7535\u8def\u662f\u91c7\u7528\u4e00\u7247\u9517\u534a\u5bfc\u4f53\u6750\u6599\u4f5c\u4e3a\u886c\u5e95\u5236\u9020\u7684\u3002<\/p>\n

\n\t<\/p>\n

\n\t\u534a\u5bfc\u4f53\u4ea7\u4e1a\u94fe\u6d41\u7a0b<\/p>\n

\n\t\u4f46\u662f\u9517\u5668\u4ef6\u7684\u8010\u9ad8\u6e29\u548c\u6297\u8f90\u5c04\u6027\u80fd\u5b58\u5728\u77ed\u677f\uff0c\u5230 60 \u5e74\u4ee3\u540e\u671f\u9010\u6e10\u88ab\u7845\uff08Si\uff09 \u5668\u4ef6\u53d6\u4ee3\u3002 \u7845\u50a8\u91cf\u6781\u5176\u4e30\u5bcc\uff0c\u63d0\u7eaf\u4e0e\u7ed3\u6676\u5de5\u827a\u6210\u719f\uff0c \u5e76\u4e14\u6c27\u5316\u5f62\u6210\u7684\u4e8c\u6c27\u5316\u7845\uff08SiO2\uff09\u8584\u819c\u7edd\u7f18\u6027\u80fd\u597d\uff0c\u4f7f\u5f97\u5668\u4ef6\u7684\u7a33\u5b9a\u6027\u4e0e\u53ef\u9760\u6027\u5927\u4e3a\u63d0\u9ad8\uff0c \u56e0\u800c\u7845\u5df2\u7ecf\u6210\u4e3a\u5e94\u7528\u6700\u5e7f\u7684\u4e00\u79cd\u534a\u5bfc\u4f53\u6750\u6599\u3002\u534a\u5bfc\u4f53\u5668\u4ef6\u4ea7\u503c\u6765\u770b\uff0c\u5168\u7403 95%\u4ee5\u4e0a\u7684\u534a\u5bfc\u4f53\u5668\u4ef6\u548c 99%\u4ee5\u4e0a\u7684\u96c6\u6210\u7535\u8def\u91c7\u7528\u7845\u4f5c\u4e3a\u886c\u5e95\u6750\u6599\u3002 <\/p>\n

\n\t2017 \u5e74\u5168\u7403\u534a\u5bfc\u4f53\u5e02\u573a\u89c4\u6a21\u7ea6 4122 \u4ebf\u7f8e\u5143\uff0c\u800c\u5316\u5408\u7269\u534a\u5bfc\u4f53\u5e02\u573a\u89c4\u6a21\u7ea6 200\u4ebf\u7f8e\u5143\uff0c\u5360\u6bd4 5%\u4ee5\u5185\u3002 \u4ece\u6676\u5706\u886c\u5e95\u5e02\u573a\u89c4\u6a21\u770b\uff0c 2017 \u5e74\u7845\u886c\u5e95\u5e74\u9500\u552e\u989d 87 \u4ebf\u7f8e\u5143\uff0c GaAs\u886c\u5e95\u5e74\u9500\u552e\u989d\u7ea6 8 \u4ebf\u7f8e\u5143\u3002 GaN \u886c\u5e95\u5e74\u9500\u552e\u989d\u7ea6 1 \u4ebf\u7f8e\u5143\uff0c SiC \u886c\u5e95\u5e74\u9500\u552e\u989d\u7ea6 3 \u4ebf\u7f8e\u5143\u3002\u7845\u886c\u5e95\u9500\u552e\u989d\u5360\u6bd4\u8fbe 85%+\u3002 \u5728 21 \u4e16\u7eaa\uff0c\u5b83\u7684\u4e3b\u5bfc\u548c\u6838\u5fc3\u5730\u4f4d\u4ecd\u4e0d\u4f1a\u52a8\u6447\u3002\u4f46\u662f Si \u6750\u6599\u7684\u7269\u7406\u6027\u8d28\u9650\u5236\u4e86\u5176\u5728\u5149\u7535\u5b50\u548c\u9ad8\u9891\u3001 \u9ad8\u529f\u7387\u5668\u4ef6\u4e0a\u7684\u5e94\u7528\u3002<\/p>\n

\n\t<\/p>\n

\n\t\u534a\u5bfc\u4f53\u5e02\u573a\u4efd\u989d\uff08\u6309\u6750\u6599\uff09<\/p>\n

\n\t20 \u4e16\u7eaa 90 \u5e74\u4ee3\u4ee5\u6765\uff0c\u4ee5\u7837\u5316\u9553\uff08GaAs\uff09\u3001\u78f7\u5316\u94df\uff08InP\uff09\u4e3a\u4ee3\u8868\u7684\u7b2c\u4e8c\u4ee3\u534a\u5bfc\u4f53\u6750\u6599\u5f00\u59cb\u5d2d\u9732\u5934\u811a\u3002 GaAs\u3001 InP \u7b49\u6750\u6599\u9002\u7528\u4e8e\u5236\u4f5c\u9ad8\u901f\u3001\u9ad8\u9891\u3001\u5927\u529f\u7387\u4ee5\u53ca\u53d1\u5149\u7535\u5b50\u5668\u4ef6\uff0c\u662f\u5236\u4f5c\u9ad8\u6027\u80fd\u5fae\u6ce2\u3001\u6beb\u7c73\u6ce2\u5668\u4ef6\u53ca\u53d1\u5149\u5668\u4ef6\u7684\u4f18\u826f\u6750\u6599\uff0c\u5e7f\u6cdb\u5e94\u7528\u4e8e\u536b\u661f\u901a\u8baf\u3001\u79fb\u52a8\u901a\u8baf\u3001\u5149\u901a\u4fe1\u3001 GPS \u5bfc\u822a\u7b49\u9886\u57df\u3002\u4f46\u662f GaAs\u3001InP \u6750\u6599\u8d44\u6e90\u7a00\u7f3a\uff0c\u4ef7\u683c\u6602\u8d35\uff0c\u5e76\u4e14\u8fd8\u6709\u6bd2\u6027\uff0c\u80fd\u6c61\u67d3\u73af\u5883\uff0c InP \u751a\u81f3\u88ab\u8ba4\u4e3a\u662f\u53ef\u7591\u81f4\u764c\u7269\u8d28\uff0c\u8fd9\u4e9b\u7f3a\u70b9\u4f7f\u5f97\u7b2c\u4e8c\u4ee3\u534a\u5bfc\u4f53\u6750\u6599\u7684\u5e94\u7528\u5177\u6709\u5f88\u5927\u7684\u5c40\u9650\u6027\u3002<\/p>\n

\n\t\u7b2c\u4e09\u4ee3\u534a\u5bfc\u4f53\u6750\u6599\u4e3b\u8981\u5305\u62ec SiC\u3001 GaN \u7b49\uff0c\u56e0\u5176\u7981\u5e26\u5bbd\u5ea6\uff08Eg\uff09\u5927\u4e8e\u6216\u7b49\u4e8e 2.3 \u7535\u5b50\u4f0f\u7279\uff08eV\uff09\uff0c\u53c8\u88ab\u79f0\u4e3a\u5bbd\u7981\u5e26\u534a\u5bfc\u4f53\u6750\u6599\u3002 \u548c\u7b2c\u4e00\u4ee3\u3001\u7b2c\u4e8c\u4ee3\u534a\u5bfc\u4f53\u6750\u6599\u76f8\u6bd4\uff0c\u7b2c\u4e09\u4ee3\u534a\u5bfc\u4f53\u6750\u6599\u5177\u6709\u9ad8\u70ed\u5bfc\u7387\u3001\u9ad8\u51fb\u7a7f\u573a\u5f3a\u3001\u9ad8\u9971\u548c\u7535\u5b50\u6f02\u79fb\u901f\u7387\u548c\u9ad8\u952e\u5408\u80fd\u7b49\u4f18\u70b9\uff0c\u53ef\u4ee5\u6ee1\u8db3\u73b0\u4ee3\u7535\u5b50\u6280\u672f\u5bf9\u9ad8\u6e29\u3001\u9ad8\u529f\u7387\u3001\u9ad8\u538b\u3001\u9ad8\u9891\u4ee5\u53ca\u6297\u8f90\u5c04\u7b49\u6076\u52a3\u6761\u4ef6\u7684\u65b0\u8981\u6c42\uff0c\u662f\u534a\u5bfc\u4f53\u6750\u6599\u9886\u57df\u6700\u6709\u524d\u666f\u7684\u6750\u6599\uff0c\u5728\u56fd\u9632\u3001\u822a\u7a7a\u3001\u822a\u5929\u3001\u77f3\u6cb9\u52d8\u63a2\u3001\u5149\u5b58\u50a8\u7b49\u9886\u57df\u6709\u7740\u91cd\u8981\u5e94\u7528\u524d\u666f\uff0c\u5728\u5bbd\u5e26\u901a\u8baf\u3001\u592a\u9633\u80fd\u3001\u6c7d\u8f66\u5236\u9020\u3001\u534a\u5bfc\u4f53\u7167\u660e\u3001\u667a\u80fd\u7535\u7f51\u7b49\u4f17\u591a\u6218\u7565\u884c\u4e1a\u53ef\u4ee5\u964d\u4f4e 50%\u4ee5\u4e0a\u7684\u80fd\u91cf\u635f\u5931\uff0c\u6700\u9ad8\u53ef\u4ee5\u4f7f\u88c5\u5907\u4f53\u79ef\u51cf\u5c0f 75%\u4ee5\u4e0a\uff0c\u5bf9\u4eba\u7c7b\u79d1\u6280\u7684\u53d1\u5c55\u5177\u6709\u91cc\u7a0b\u7891\u7684\u610f\u4e49\u3002<\/p>\n

\n\t<\/p>\n

\n\t\u6676\u5706\u6750\u6599\u6027\u8d28\u6bd4\u8f83<\/p>\n

\n\t\u5316\u5408\u7269\u534a\u5bfc\u4f53\u662f\u6307\u4e24\u79cd\u6216\u4e24\u79cd\u4ee5\u4e0a\u5143\u7d20\u5f62\u6210\u7684\u534a\u5bfc\u4f53\u6750\u6599\uff0c \u7b2c\u4e8c\u4ee3\u3001\u7b2c\u4e09\u4ee3\u534a\u5bfc\u4f53\u591a\u5c5e\u4e8e\u8fd9\u4e00\u7c7b\u3002 \u6309\u7167\u5143\u7d20\u6570\u91cf\u53ef\u4ee5\u5206\u4e3a\u4e8c\u5143\u5316\u5408\u7269\u3001\u4e09\u5143\u5316\u5408\u7269\u3001\u56db\u5143\u5316\u5408\u7269\u7b49\u7b49\uff0c\u4e8c\u5143\u5316\u5408\u7269\u534a\u5bfc\u4f53\u6309\u7167\u7ec4\u6210\u5143\u7d20\u5728\u5316\u5b66\u5143\u7d20\u5468\u671f\u8868\u4e2d\u7684\u4f4d\u7f6e\u8fd8\u53ef\u5206\u4e3a III-V \u65cf\u3001 IV-IV \u65cf\u3001 II-VI \u65cf\u7b49\u3002 \u4ee5\u7837\u5316\u9553\uff08GaAs\uff09\u3001\u6c2e\u5316\u9553<\/u>\uff08GaN\uff09\u3001\u78b3\u5316\u7845\uff08SiC\uff09\u4e3a\u4ee3\u8868\u7684\u5316\u5408\u7269\u534a\u5bfc\u4f53\u6750\u6599\u5df2\u7ecf\u6210\u4e3a\u7ee7\u7845\u4e4b\u540e\u53d1\u5c55\u6700\u5feb\u3001\u5e94\u7528\u6700\u5e7f\u3001\u4ea7\u91cf\u6700\u5927\u7684\u534a\u5bfc\u4f53\u6750\u6599\u3002 \u5316\u5408\u7269\u534a\u5bfc\u4f53\u6750\u6599\u5177\u6709\u4f18\u8d8a\u7684\u6027\u80fd\u548c\u80fd\u5e26\u7ed3\u6784\uff1a <\/p>\n

\n\t\uff081\uff09 \u9ad8\u7535\u5b50\u8fc1\u79fb\u7387\uff1b <\/p>\n

\n\t\uff082\uff09 \u9ad8\u9891\u7387\u7279\u6027\uff1b <\/p>\n

\n\t\uff083\uff09\u5bbd\u5e45\u9891\u5bbd\uff1b <\/p>\n

\n\t\uff084\uff09\u9ad8\u7ebf\u6027\u5ea6\uff1b <\/p>\n

\n\t\uff085\uff09\u9ad8\u529f\u7387\uff1b <\/p>\n

\n\t\uff086\uff09\u6750\u6599\u9009\u62e9\u591a\u5143\u6027\uff1b <\/p>\n

\n\t\uff087\uff09\u6297\u8f90\u5c04\u3002<\/p>\n

\n\t\u56e0\u800c\u5316\u5408\u7269\u534a\u5bfc\u4f53\u591a\u7528\u4e8e\u5c04\u9891\u5668\u4ef6\u3001\u5149\u7535\u5668\u4ef6\u3001\u529f\u7387\u5668\u4ef6\u7b49\u5236\u9020\uff0c\u5177\u6709\u5f88\u5927\u53d1\u5c55\u6f5c\u529b\uff1b\u7845\u5668\u4ef6\u5219\u591a\u7528\u4e8e\u903b\u8f91\u5668\u4ef6\u3001\u5b58\u50a8\u5668\u7b49\uff0c\u76f8\u4e92\u4e4b\u95f4\u5177\u6709\u4e0d\u53ef\u66ff\u4ee3\u6027\u3002<\/p>\n

\n\t<\/p>\n

\n\t\u5316\u5408\u7269\u534a\u5bfc\u4f53\u6750\u6599<\/p>\n

\n\t\u6676\u5706\u5236\u5907\uff1a \u886c\u5e95\u4e0e\u5916\u5ef6\u5de5\u827a<\/p>\n

\n\t\u6676\u5706\u5236\u5907\u5305\u62ec\u886c\u5e95\u5236\u5907\u548c\u5916\u5ef6\u5de5\u827a\u4e24\u5927\u73af\u8282\u3002\u886c\u5e95\uff08substrate<\/u>\uff09\u662f\u7531\u534a\u5bfc\u4f53\u5355\u6676\u6750\u6599\u5236\u9020\u800c\u6210\u7684\u6676\u5706\u7247\uff0c\u886c\u5e95\u53ef\u4ee5\u76f4\u63a5\u8fdb\u5165\u6676\u5706\u5236\u9020\u73af\u8282\u751f\u4ea7\u534a\u5bfc\u4f53\u5668\u4ef6\uff0c\u4e5f\u53ef\u4ee5\u8fdb\u884c\u5916\u5ef6\u5de5\u827a\u52a0\u5de5\u751f\u4ea7\u5916\u5ef6\u7247\u3002\u5916\u5ef6\uff08epi<\/u>taxy\uff09\u662f\u6307\u5728\u5355\u6676\u886c\u5e95\u4e0a\u751f\u957f\u4e00\u5c42\u65b0\u5355\u6676\u7684\u8fc7\u7a0b\uff0c\u65b0\u5355\u6676\u53ef\u4ee5\u4e0e\u886c\u5e95\u4e3a\u540c\u4e00\u6750\u6599\uff0c\u4e5f\u53ef\u4ee5\u662f\u4e0d\u540c\u6750\u6599\u3002 \u5916\u5ef6\u53ef\u4ee5\u751f\u4ea7\u79cd\u7c7b\u66f4\u591a\u7684\u6750\u6599\uff0c\u4f7f\u5f97\u5668\u4ef6\u8bbe\u8ba1\u6709\u4e86\u66f4\u591a\u9009\u62e9\u3002<\/p>\n

\n\t\u886c\u5e95\u5236\u5907\u7684\u57fa\u672c\u6b65\u9aa4\u5982\u4e0b\uff1a\u534a\u5bfc\u4f53\u591a\u6676\u6750\u6599\u9996\u5148\u7ecf\u8fc7\u63d0\u7eaf\u3001\u63ba\u6742\u548c\u62c9\u5236\u7b49\u5de5\u5e8f\u5236\u5f97\u5355\u6676\u6750\u6599\uff0c\u4ee5\u7845\u4e3a\u4f8b\uff0c\u7845\u7802\u9996\u5148\u63d0\u70bc\u8fd8\u539f\u4e3a\u7eaf\u5ea6\u7ea6 98%\u7684\u51b6\u91d1\u7ea7\u7c97\u7845\uff0c\u518d\u7ecf\u591a\u6b21\u63d0\u7eaf\uff0c\u5f97\u5230\u7535\u5b50\u7ea7\u9ad8\u7eaf\u5ea6\u591a\u6676\u7845\uff08\u7eaf\u5ea6\u8fbe 99.9999999%\u4ee5\u4e0a\uff0c 9~11 \u4e2a 9\uff09\uff0c\u7ecf\u8fc7\u7194\u7089\u62c9\u5236\u5f97\u5230\u5355\u6676\u7845\u68d2\u3002\u5355\u6676\u6750\u6599\u7ecf\u8fc7\u673a\u68b0\u52a0\u5de5\u3001\u5316\u5b66\u5904\u7406\u3001 \u8868\u9762\u629b\u5149\u548c\u8d28\u91cf\u68c0\u6d4b\uff0c\u83b7\u5f97\u7b26\u5408\u4e00\u5b9a\u6807\u51c6\uff08\u539a\u5ea6\u3001\u6676\u5411\u3001\u5e73\u6574\u5ea6\u3001\u5e73\u884c\u5ea6\u548c\u635f\u4f24\u5c42\uff09\u7684\u5355\u6676\u629b\u5149\u8584\u7247\u3002 \u629b\u5149\u76ee\u7684\u662f\u8fdb\u4e00\u6b65\u53bb\u9664\u52a0\u5de5\u8868\u9762\u6b8b\u7559\u7684\u635f\u4f24\u5c42\uff0c\u629b\u5149\u7247\u53ef\u76f4\u63a5\u7528\u4e8e\u5236\u4f5c\u5668\u4ef6\uff0c\u4e5f\u53ef\u4f5c\u4e3a\u5916\u5ef6\u7684\u886c\u5e95\u6750\u6599\u3002<\/p>\n

\n\t<\/p>\n

\n\t\u886c\u5e95\u5236\u5907\u7684\u57fa\u672c\u6b65\u9aa4<\/p>\n

\n\t\u5916\u5ef6\u751f\u957f\u5de5\u827a\u76ee\u524d\u4e1a\u754c\u4e3b\u8981\u5305\u62ec MOCVD\uff08\u5316\u5b66\u6c14\u76f8\u6c89\u6dc0\uff09\u6280\u672f\u4ee5\u53ca MBE\uff08\u5206\u5b50\u675f\u5916\u5ef6\uff09\u6280\u672f\u4e24\u79cd\u3002 \u4f8b\u5982\uff0c\u5168\u65b0\u5149\u7535\u91c7\u7528 MOCVD\uff0c\u82f1\u7279\u78ca\u91c7\u7528 MBE \u6280\u672f\u3002 <\/p>\n

\n\t<\/p>\n

\n\t\u5916\u5ef6\u6676\u5706\u7247\u7ed3\u6784\u793a\u610f\u56fe<\/p>\n

\n\t\u76f8\u6bd4\u4e4b\u4e0b\uff0c MOCVD\u6280\u672f\u751f\u957f\u901f\u7387\u66f4\u5feb\uff0c\u66f4\u9002\u5408\u4ea7\u4e1a\u5316\u5927\u89c4\u6a21\u751f\u4ea7\uff0c\u800c MBE \u6280\u672f\u5728\u90e8\u5206\u60c5\u51b5\u5982 PHEMT \u7ed3\u6784\u3001Sb \u5316\u5408\u7269\u534a\u5bfc\u4f53\u7684\u751f\u4ea7\u4e2d\u66f4\u9002\u5408\u91c7\u7528\u3002 HVPE\uff08\u6c22\u5316\u7269\u6c14\u76f8\u5916\u5ef6\uff09\u6280\u672f\u4e3b\u8981\u5e94\u7528\u4e8e GaN \u886c\u5e95\u751f\u4ea7\u3002 LPE\uff08\u6db2\u76f8\u6c89\u79ef\uff09\u6280\u672f\u4e3b\u8981\u7528\u4e8e\u7845\u6676\u5706\uff0c\u76ee\u524d\u5df2\u57fa\u672c\u88ab\u6c14\u76f8\u6c89\u79ef\u6280\u672f\u6240\u53d6\u4ee3\u3002<\/p>\n

\n\t<\/p>\n

\n\tMBE \u4e0e MOCVD \u6280\u672f\u5bf9\u6bd4<\/p>\n

\n\t\u6676\u5706\u5c3a\u5bf8\uff1a \u6280\u672f\u53d1\u5c55\u8fdb\u7a0b\u4e0d\u4e00<\/p>\n

\n\t\u7845\u6676\u5706\u5c3a\u5bf8\u6700\u5927\u8fbe 12 \u5bf8\uff0c \u5316\u5408\u7269\u534a\u5bfc\u4f53\u6676\u5706\u5c3a\u5bf8\u6700\u5927\u4e3a 6 \u82f1\u5bf8\u3002 \u7845\u6676\u5706\u886c\u5e95\u4e3b\u6d41\u5c3a\u5bf8\u4e3a 12 \u82f1\u5bf8\uff0c\u7ea6\u5360\u5168\u7403\u7845\u6676\u5706\u4ea7\u80fd 65%\uff0c 8 \u5bf8\u4e5f\u662f\u5e38\u7528\u7684\u6210\u719f\u5236\u7a0b\u6676\u5706\uff0c\u5168\u7403\u4ea7\u80fd\u5360\u6bd4 25%\u3002GaAs \u886c\u5e95\u4e3b\u6d41\u5c3a\u5bf8\u4e3a 4 \u82f1\u5bf8\u53ca 6 \u82f1\u5bf8\uff1b SiC \u886c\u5e95\u4e3b\u6d41\u4f9b\u5e94\u5c3a\u5bf8\u4e3a 2 \u82f1\u5bf8\u53ca 4 \u82f1\u5bf8\uff1b GaN \u81ea\u652f\u6491\u886c\u5e95\u4ee5 2 \u82f1\u5bf8\u4e3a\u4e3b\u3002<\/p>\n

\n\t<\/p>\n

\n\t\u886c\u5e95\u6676\u5706\u6750\u6599\u5bf9\u5e94\u5c3a\u5bf8<\/p>\n

\n\tSiC \u886c\u5e95\u76ee\u524d\u5c3a\u5bf8\u5df2\u8fbe 6 \u82f1\u5bf8\uff0c 8 \u82f1\u5bf8\u6b63\u5728\u7814\u53d1\uff08II-VI \u516c\u53f8\u5df2\u5236\u9020\u51fa\u6837\u54c1\uff09 \u3002\u800c\u5b9e\u9645\u4e0a\u4e3b\u6d41\u91c7\u7528\u7684\u4ecd\u4e3a 4 \u82f1\u5bf8\u6676\u5706\u3002\u4e3b\u8981\u539f\u56e0\u662f\uff081\uff09\u76ee\u524d 6 \u82f1\u5bf8 SiC \u6676\u5706\u5927\u6982\u662f 4 \u82f1\u5bf8\u6210\u672c\u7684 2.25\u500d\uff0c\u5230 2020 \u5e74\u5927\u6982\u4e3a 2 \u500d\uff0c\u5728\u6210\u672c\u7f29\u51cf\u4e0a\u5e76\u6ca1\u6709\u5927\u7684\u8fdb\u6b65\uff0c\u5e76\u4e14\u66f4\u6362\u8bbe\u5907\u673a\u53f0\u9700\u8981\u989d\u5916\u7684\u8d44\u672c\u652f\u51fa\uff0c 6 \u82f1\u5bf8\u76ee\u524d\u4f18\u52bf\u4ec5\u5728\u751f\u4ea7\u6548\u7387\u4e0a\uff1b\uff082\uff09 6 \u82f1\u5bf8 SiC \u6676\u5706\u76f8\u8f83\u4e8e 4 \u82f1\u5bf8\u6676\u5706\u5728\u54c1\u8d28\u4e0a\u504f\u4f4e\uff0c\u56e0\u800c\u76ee\u524d 6 \u82f1\u5bf8\u4e3b\u8981\u7528\u4e8e\u5236\u9020\u4e8c\u6781\u7ba1<\/u>\uff0c\u5728\u8f83\u4f4e\u8d28\u91cf\u6676\u5706\u4e0a\u5236\u9020\u4e8c\u6781\u7ba1\u6bd4\u5236\u9020MOSFET<\/u> \u66f4\u4e3a\u7b80\u5355\u3002<\/p>\n

\n\t<\/p>\n

\n\t\u5916\u5ef6\u751f\u957f\u5bf9\u5e94 wafer \u5c3a\u5bf8<\/p>\n

\n\tGaN \u6750\u6599\u5728\u81ea\u7136\u754c\u4e2d\u7f3a\u5c11\u5355\u6676\u6750\u6599\uff0c\u56e0\u800c\u957f\u671f\u5728\u84dd\u5b9d\u77f3\u3001 SiC\u3001 Si \u7b49\u5f02\u8d28\u886c\u5e95\u4e0a\u8fdb\u884c\u5916\u5ef6\u3002 \u73b0\u4eca\u901a\u8fc7\u6c22\u5316\u7269\u6c14\u76f8\u5916\u5ef6(HVPE)\u3001\u6c28\u70ed\u6cd5\u53ef\u4ee5\u751f\u4ea7 2 \u82f1\u5bf8\u3001 3 \u82f1\u5bf8\u3001 4 \u82f1\u5bf8\u7684 GaN\u81ea\u652f\u6491\u886c\u5e95\u3002 \u76ee\u524d\u5546\u4e1a\u5e94\u7528\u4e2d\u4ecd\u4ee5\u5f02\u8d28\u886c\u5e95\u4e0a\u7684 GaN \u5916\u5ef6\u4e3a\u4e3b\uff0c GaN \u81ea\u652f\u6491\u886c\u5e95\u5728\u6fc0\u5149\u5668\u4e0a\u5177\u6709\u6700\u5927\u5e94\u7528\uff0c\u53ef\u83b7\u5f97\u66f4\u9ad8\u7684\u53d1\u5149\u6548\u7387\u53ca\u53d1\u5149\u54c1\u8d28\u3002<\/p>\n

\n\t<\/p>\n

\n\t\u4e0d\u540c\u6676\u5706\u5c3a\u5bf8\u53d1\u5c55\u5386\u7a0b<\/p>\n

\n\t\u7845\uff1a \u4e3b\u6d41\u5e02\u573a\uff0c \u7ec6\u5206\u9886\u57df\u9700\u6c42\u65fa\u76db<\/p>\n

\n\t\u4ece\u7845\u6676\u5706\u4f9b\u7ed9\u5382\u5546\u683c\u5c40\uff1a \u65e5\u5382\u628a\u63a7\uff0c \u5be1\u5934\u683c\u5c40\u7a33\u5b9a\u3002\u65e5\u672c\u5382\u5546\u5360\u636e\u7845\u6676\u5706 50%\u4ee5\u4e0a\u5e02\u573a\u4efd\u989d\u3002\u524d\u4e94\u5927\u5382\u5546\u5360\u636e\u5168\u7403 90%\u4ee5\u4e0a\u4efd\u989d\u3002 \u5176\u4e2d\uff0c\u65e5\u672c\u4fe1\u8d8a\u5316\u5b66\u5360\u6bd4 27%\u3001\u65e5\u672c SUMCO \u5360\u6bd4 26%\uff0c\u4e24\u5bb6\u65e5\u672c\u5382\u5546\u4efd\u989d\u5408\u8ba1 53%\uff0c\u8d85\u8fc7\u4e00\u534a\uff0c\u4e2d\u56fd\u53f0\u6e7e\u73af\u7403\u6676\u5706\u4e8e 2016 \u5e74 12 \u6708\u6676\u5706\u4ea7\u4e1a\u4f4e\u8c37\u671f\u95f4\u6536\u8d2d\u7f8e\u56fd SunEdison \u534a\u5bfc\u4f53\uff0c\u7531\u7b2c\u516d\u664b\u5347\u7b2c\u4e09\u540d\uff0c\u5360\u6bd4 17%\uff0c\u5fb7\u56fd Siltronic \u5360\u6bd4 13%\uff0c\u97e9\u56fd SK Siltron\uff08\u539f LG Siltron\uff0c 2017\u5e74\u88ab SK \u96c6\u56e2\u6536\u8d2d\uff09 \u5360\u6bd4 9%\uff0c\u4e0e\u524d\u56db\u5927\u5382\u5546\u4e0d\u540c\uff0c SK Siltron \u4ec5\u4f9b\u5e94\u97e9\u56fd\u5ba2\u6237\u3002 <\/p>\n

\n\t\u6b64\u5916\u8fd8\u6709\u6cd5\u56fd Soitec\u3001\u4e2d\u56fd\u53f0\u6e7e\u53f0\u80dc\u79d1\u3001\u5408\u6676\u3001\u5609\u6676\u7b49\u4f01\u4e1a\uff0c\u4efd\u989d\u76f8\u5bf9\u8f83\u5c0f\u3002\u5404\u5927\u5382\u5546\u4f9b\u5e94\u6676\u5706\u7c7b\u522b\u4e0e\u5c3a\u5bf8\u4e0a\u6709\u6240\u4e0d\u540c\uff0c\u603b\u4f53\u6765\u770b\u524d\u4e09\u5927\u5382\u5546\u4ea7\u54c1\u8f83\u4e3a\u591a\u6837\u3002 \u524d\u4e09\u5927\u5382\u5546\u80fd\u591f\u4f9b\u5e94 Si \u9000\u706b\u7247\u3001 SOI \u6676\u7247\uff0c\u5176\u4e2d\u4ec5\u65e5\u672c\u4fe1\u8d8a\u80fd\u591f\u4f9b\u5e94 12 \u82f1\u5bf8 SOI \u6676\u7247\u3002\u5fb7\u56fdSiltronic\u3001\u97e9\u56fd SK Siltron \u4e0d\u63d0\u4f9b SOI \u6676\u7247\uff0c SK Siltron \u4e0d\u4f9b\u5e94 Si \u9000\u706b\u7247\u3002\u800c Si \u629b\u5149\u7247\u4e0eSi \u5916\u5ef6\u7247\u5404\u5bb6\u5c3a\u5bf8\u57fa\u672c\u6ca1\u6709\u5dee\u522b\u3002<\/p>\n

\n\t<\/p>\n

\n\t\u7845\u6676\u5706\u4f9b\u5e94\u5546\u7ade\u4e89\u529b<\/p>\n

\n\t\u8fd1 15 \u5e74\u6765\u65e5\u672c\u5382\u5546\u59cb\u7ec8\u5360\u636e\u7845\u6676\u5706 50%\u4ee5\u4e0a\u5e02\u573a\u4efd\u989d\u3002\u7845\u6676\u5706\u4ea7\u80fd\u672a\u53d1\u751f\u660e\u663e\u533a\u57df\u6027\u8f6c\u79fb\u3002 \u6839\u636e Gartner\uff0c 2007 \u5e74\u7845\u6676\u5706\u5e02\u5360\u7387\u7b2c\u4e00\u65e5\u672c\u4fe1\u8d8a\uff0832.5%\uff09\u3001\u7b2c\u4e8c\u65e5\u672c SUMCO\uff0821.7%\uff09\u3001\u7b2c\u4e09\u5fb7\u56fd Siltronic\uff0814.8%\uff09 \uff1b 2002 \u5e74\u7845\u6676\u5706\u5e02\u5360\u7387\u7b2c\u4e00\u65e5\u672c\u4fe1\u8d8a\uff0828.9%\uff09\u3001\u7b2c\u4e8c\u65e5\u672c SUMCO\uff0823.3%\uff09\u3001\u7b2c\u4e09\u5fb7\u56fd Siltronic\uff0815.4%\uff09 \u3002 \u8fd1\u671f\u5e02\u573a\u6bd4\u8f83\u5927\u7684\u53d8\u52a8\u662f 2016\u5e74 12 \u6708\u53f0\u6e7e\u73af\u7403\u6676\u5706\u6536\u8d2d\u7f8e\u56fd SunEdison\uff0c\u4ece\u7b2c\u516d\u5927\u664b\u5347\u7b2c\u4e09\u5927\u5382\u5546\u3002\u4f46\u65e5\u672c\u5382\u5546\u59cb\u7ec8\u5360\u636e 50%+\u4efd\u989d\u3002<\/p>\n

\n\t\u65e5\u672c\u5728 fab \u73af\u8282\u7ade\u4e89\u529b\u8870\u843d\u800c\u6750\u6599\u73af\u8282\u59cb\u7ec8\u4fdd\u6301\u9886\u5148\u5730\u4f4d\u3002 20 \u4e16\u7eaa 80 \u5e74\u4ee3\u4e2d\u65ec\uff0c\u65e5\u672c\u534a\u5bfc\u4f53\u4ea7\u4e1a\u7684\u4e16\u754c\u4efd\u989d\u66fe\u7ecf\u8d85\u8fc7\u4e86 50%\u3002\u65e5\u672c\u5728\u534a\u5bfc\u4f53\u6750\u6599\u9886\u57df\u7684\u4f18\u52bf\u4ece\u4e0a\u4e16\u7eaa\u5ef6\u7eed\u800c\u6765\uff0c\u800c\u6676\u5706\u5236\u9020\u7ade\u4e89\u529b\u660e\u663e\u51cf\u5f31\uff0c \u534a\u5bfc\u4f53 fab \u73af\u8282\u51fa\u73b0\u4e86\u660e\u663e\u7684\u533a\u57df\u8f6c\u79fb\u3002\u7a76\u5176\u539f\u56e0\uff0c fab \u73af\u8282\u79bb\u9700\u6c42\u7aef\u8f83\u8fd1\uff0c\u5e02\u573a\u53d8\u52a8\u5927\uff1b\u4f46\u7845\u6676\u5706\u540c\u8d28\u5316\u7a0b\u5ea6\u9ad8\uff0c\u65b0\u8fdb\u5165\u73a9\u5bb6\u9700\u8981\u5728\u5ba2\u6237\u6709\u6bd4\u8f83\u4e45\u7684\u65f6\u95f4\u9a8c\u8bc1\uff1b\u4e14\u6676\u5706\u5728\u6676\u5706\u4ee3\u5de5\u4e2d\u6210\u672c\u5360\u6bd4 10%\u4ee5\u4e0b\uff0c\u6676\u5706\u4ee3\u5de5\u5382\u4e0d\u613f\u4e3a\u8f83\u5c0f\u7684\u4ef7\u683c\u5dee\u522b\u5192\u9669\u66f4\u6362\u4e0d\u6210\u719f\u7684\u4ea7\u54c1\u3002<\/p>\n

\n\t<\/p>\n

\n\t\u7845\u6676\u5706\u4f9b\u5e94\u5546\u8fd1 15 \u5e74\u4efd\u989d\u53d8\u5316<\/p>\n

\n\t\u7845\u6676\u5706\u9700\u6c42\u5382\u5546\u683c\u5c40\uff1a \u6d77\u5916\u4e3a\u4e3b\uff0c \u56fd\u4ea7\u5382\u5546\u4e0d\u4e4f\u4eae\u70b9<\/p>\n

\n\tIC \u8bbe\u8ba1\u65b9\u9762\uff0c \u5de8\u5934\u628a\u63a7\u7ade\u4e89\u58c1\u5792\u8f83\u9ad8\uff0c 2018 \u5e74\u4ee5\u6765 AI<\/u> \u82af\u7247\u6210\u4e3a\u65b0\u6210\u957f\u52a8\u529b\u3002 \u9ad8\u901a<\/u>\u3001\u535a\u901a<\/u>\u3001\u8054\u53d1\u79d1<\/u>\u3001\u82f9\u679c\u7b49\u5382\u5546\u5b9e\u529b\u6700\u5f3a\uff0c\u5927\u9646\u5382\u5546\u6d77\u601d<\/u>\u5d1b\u8d77\u3002 \u968f\u7740\u79d1\u6280\u53d1\u5c55\u5f15\u9886\u7ec8\u7aef\u4ea7\u54c1\u5347\u7ea7\uff0cAI \u82af\u7247\u7b49\u521b\u65b0\u5e94\u7528\u5bf9 IC \u4ea7\u54c1\u9700\u6c42\u4e0d\u65ad\u6269\u5927\uff0c\u9884\u8ba1\u5230 2020 \u5e74 AI \u82af\u7247\u5e02\u573a\u89c4\u6a21\u5c06\u4ece 2016 \u5e74\u7ea6 6 \u4ebf\u7f8e\u5143\u5347\u81f3 26 \u4ebf\u7f8e\u5143\uff0c CAGR \u8fbe 43.9%\uff0c\u76ee\u524d\u56fd\u5185\u5916 IC \u8bbe\u8ba1\u5382\u5546\u6b63\u79ef\u6781\u5e03\u5c40 AI \u82af\u7247\u4ea7\u4e1a\u3002\u82f1\u4f1f\u8fbe<\/u>\u662f AI \u82af\u7247\u5e02\u573a\u9886\u5bfc\u8005\uff0c AMD<\/u> \u4e0e\u7279\u65af\u62c9<\/u>\u6b63\u8054\u5408\u7814\u53d1\u7528\u4e8e\u81ea\u52a8\u9a7e\u9a76<\/u>\u7684 AI \u82af\u7247\u3002<\/p>\n

\n\t\u5bf9\u4e8e\u56fd\u5185\u5382\u5546\uff0c\u534e\u4e3a<\/u>\u6d77\u601d\u4e8e 2017 \u5e74 9 \u6708\u7387\u5148\u63a8\u51fa\u9e92\u9e9f 970 AI \u82af\u7247\uff0c\u76ee\u524d\u5df2\u6210\u529f\u642d\u8f7d\u5165 P20\u7b49\u673a\u578b\uff1b\u6bd4\u7279\u5927\u9646\u53d1\u5e03\u7684\u5168\u7403\u9996\u6b3e\u5f20\u91cf\u52a0\u901f\u8ba1<\/u>\u7b97\u82af\u7247 BM1680 \u5df2\u6210\u529f\u8fd0\u7528\u4e8e\u6bd4\u7279\u5e01<\/u>\u77ff\u673a\uff1b\u5bd2\u6b66\u7eaa<\/u>\u7684 1A \u5904\u7406\u5668\u3001\u5730\u5e73\u7ebf\u7684\u5f81\u7a0b\u548c\u65ed\u65e5\u5904\u7406\u5668\u4e5f\u5df2\u5d2d\u9732\u5934\u89d2\u3002IC \u8bbe\u8ba1\u9762\u5411\u7ec8\u7aef\u3001\u9762\u5411\u5e02\u573a\u6210\u4e3a\u5fc5\u7136\uff0c\u56fd\u5185\u5382\u5546\u4f18\u52bf\u660e\u663e\u3002 IC \u8bbe\u8ba1\u4e1a\u4ee5\u9700\u6c42\u4e3a\u5bfc\u5411\uff0c\u624d\u80fd\u591f\u66f4\u597d\u670d\u52a1\u4e8e\u4e0b\u6e38\u5ba2\u6237\u3002\u6d77\u601d\u3001\u5c55\u9510\u7b49\u79fb\u52a8\u5904\u7406\u82af\u7247\u3001\u57fa\u5e26\u82af\u7247\u5382\u5546\u4f9d\u9760\u8fd1\u4e9b\u5e74\u4e2d\u56fd\u667a\u80fd\u624b\u673a\u5e02\u573a\u7206\u53d1\u8fc5\u901f\u5d1b\u8d77\uff0c\u8dfb\u8eab\u4e16\u754c IC \u8bbe\u8ba1\u5341\u5f3a\uff0c\u6d77\u601d\u82af\u7247\u5df2\u5168\u9762\u5e94\u7528\u5230\u534e\u4e3a\u667a\u80fd\u624b\u673a\u5f53\u4e2d\uff0c\u4e09\u661f<\/u>\u3001\u5c0f\u7c73\u7b49\u5382\u5546\u4ea6\u91c7\u7528\u4e86\u81ea\u7814\u82af\u7247\uff0c \u73b0\u4eca\u4e2d\u56fd\u4e3a\u5168\u7403\u6700\u5927\u7684\u7ec8\u7aef\u9700\u6c42\u5e02\u573a\uff0c\u56e0\u800c\u56fd\u5185IC \u8bbe\u8ba1\u4e1a\u6709\u5de8\u5927\u53d1\u5c55\u4f18\u52bf\u3002<\/p>\n

\n\t<\/p>\n

\n\t\u5168\u7403 IC \u8bbe\u8ba1\u5382\u5546 2017 \u5e74\u6392\u540d<\/p>\n

\n\t\u4ee3\u5de5\u5236\u9020\u65b9\u9762\uff0c\u5382\u5546 Capex \u5feb\u901f\u589e\u957f\uff0c\u4e09\u661f\u3001\u53f0\u79ef\u7535\u7b49\u5de8\u5934\u9886\u8854\u3002 \u4ece\u8d44\u672c\u652f\u51fa\u6765\u770b\uff0c\u76ee\u524d\u5168\u7403\u5148\u8fdb\u5236\u7a0b\u82af\u7247\u5e02\u573a\u7ade\u4e89\u6fc0\u70c8\uff0c\u5168\u7403\u6392\u540d\u524d\u4e09\u7684\u82af\u7247\u5236\u9020\u5546\u4e09\u661f\u3001\u82f1\u7279\u5c14<\/u>\u3001\u53f0\u79ef\u7535\u7684Capex \u5747\u8fbe\u5230\u767e\u4ebf\u7f8e\u5143\u7ea7\u522b\uff0c 2017 \u5e74\u5206\u522b\u4e3a 440\/120\/108 \u4ebf\u7f8e\u5143\uff0c\u9884\u8ba1\u4e09\u661f\u672a\u6765\u4e09\u5e74\u603bCapex \u63a5\u8fd1 1100 \u4ebf\u7f8e\u5143\uff0c\u82f1\u7279\u5c14\u548c\u53f0\u79ef\u7535 2018 \u5e74 Capex \u5219\u9884\u8ba1\u5206\u522b\u8fbe\u5230 140 \u548c 120 \u4ebf\u7f8e\u5143\uff0c\u5747\u6709\u8f83\u5927\u5e45\u5ea6\u7684\u589e\u957f\uff0c\u5229\u4e8e\u5de8\u5934\u901a\u8fc7\u7814\u53d1\u5148\u8fdb\u5236\u7a0b\u6280\u672f\u548c\u6269\u5f20\u4ea7\u7ebf\u6765\u5360\u9886\u5e02\u573a\u3002<\/p>\n

\n\t\u4ece\u5de5\u827a\u5236\u7a0b\u6765\u770b\uff0c\u53f0\u79ef\u7535\u8d70\u5728\u884c\u4e1a\u524d\u5217\uff0c\u76ee\u524d\u5df2\u5927\u89c4\u6a21\u751f\u4ea7 10nm \u5236\u7a0b\u82af\u7247\uff0c 7nm \u5236\u7a0b\u5c06\u4e8e 2018\u5e74\u91cf\u4ea7\uff1b\u4e2d\u56fd\u5927\u9646\u6700\u4e3a\u9886\u5148\u7684\u4ee3\u5de5\u5382\u5546\u4e2d\u82af\u56fd\u9645\u76ee\u524d\u5177\u5907 28nm \u5236\u7a0b\u91cf\u4ea7\u80fd\u529b\uff0c\u800c\u53f0\u79ef\u7535\u65e9\u4e8e 2011 \u5e74\u5df2\u5177\u5907 28nm \u91cf\u4ea7\u80fd\u529b\uff0c\u76f8\u6bd4\u4e4b\u4e0b\u5927\u9646\u5382\u5546\u4ecd\u6709\u8f83\u5927\u5dee\u8ddd\u3002<\/p>\n

\n\t<\/p>\n

\n\t\u5168\u7403\u6676\u5706\u7eaf\u4ee3\u5de5\uff08Pure-Play\uff09\u5382\u5546 2016 \u5e74\u6392\u540d<\/p>\n

\n\t\u5c01\u6d4b\u65b9\u9762\uff0c\u672a\u6765\u9ad8\u7aef\u5236\u9020+\u5c01\u6d4b\u878d\u5408\u8d8b\u52bf\u521d\u663e\uff0c\u5927\u9646\u5382\u5546\u4e0e\u53f0\u5382\u6280\u672f\u5dee\u8ddd\u7f29\u5c0f\u3002 \u5c01\u88c5\u6d4b\u8bd5\u6280\u672f\u76ee\u524d\u5df2\u53d1\u5c55\u56db\u4ee3\uff0c\u5728\u6700\u9ad8\u7aef\u6280\u672f\u4e0a\u5236\u9020\u4e0e\u5c01\u6d4b\u5df2\u5b9e\u73b0\u878d\u5408\uff0c\u5176\u4e2d\u53f0\u79ef\u7535\u5df2\u5efa\u7acb\u8d77CoWoS \u53ca InFO \u4e24\u5927\u9ad8\u9636\u5c01\u88c5\u751f\u6001\u7cfb\u7edf\uff0c\u5e76\u8ba1\u5212\u901a\u8fc7\u4ece\u9f99\u6f6d\u5ef6\u4f38\u81f3\u4e2d\u79d1\u5c06 InFO \u4ea7\u80fd\u6269\u589e\u4e00\u500d\uff0c\u4ee5\u6ee1\u8db3\u82f9\u679c A12 \u82af\u7247\u7684\u9700\u6c42\u3002<\/p>\n

\n\t\u5c01\u6d4b\u9f99\u5934\u65e5\u6708\u5149\u5219\u638c\u63e1\u9876\u5c16\u5c01\u88c5\u4e0e\u5fae\u7535\u5b50\u5236\u9020\u6280\u672f\uff0c\u7387\u5148\u91cf\u4ea7 TSV\/2.5D\/3D \u76f8\u5173\u4ea7\u54c1\uff0c\u5e76\u4e8e 2018 \u5e74 3 \u6708\u4e0e\u65e5\u5382 TDK<\/u> \u5408\u8d44\u6210\u7acb\u65e5\u6708\u65f8\u7535\u5b50\u6269\u5927 SiP\u5e03\u5c40\u3002\u7531\u4e8e\u5c01\u88c5\u6280\u672f\u95e8\u69db\u76f8\u5bf9\u8f83\u4f4e\uff0c\u76ee\u524d\u5927\u9646\u5382\u5546\u6b63\u5feb\u901f\u8ffd\u8d76\uff0c\u4e0e\u5168\u7403\u9886\u5148\u5382\u5546\u7684\u6280\u672f\u5dee\u8ddd\u6b63\u9010\u6b65\u7f29\u5c0f\uff0c\u5927\u9646\u5382\u5546\u5df2\u57fa\u672c\u638c\u63e1 SiP\u3001 WLCSP\u3001 FOWLP \u7b49\u5148\u8fdb\u6280\u672f\uff0c\u5e94\u7528\u65b9\u9762 FC\u3001 SiP\u7b49\u5c01\u88c5\u6280\u672f\u5df2\u5b9e\u73b0\u91cf\u4ea7\u3002<\/p>\n

\n\t<\/p>\n

\n\t\u5168\u7403\u534a\u5bfc\u4f53\u5c01\u88c5\u5382\u5546 2017 \u5e74\u6392\u540d<\/p>\n

\n\t\u65b0\u4e00\u8f6e\u533a\u57df\u8f6c\u79fb\u9762\u5411\u4e2d\u56fd\u5927\u9646\u3002 \u5c3d\u7ba1\u76ee\u524d IC \u8bbe\u8ba1\u3001\u5236\u9020\u3001\u5c01\u6d4b\u7684\u9876\u7ea7\u5382\u5546\u4e3b\u8981\u4f4d\u4e8e\u7f8e\u56fd\u3001\u4e2d\u56fd\u53f0\u6e7e\u3002\u603b\u4f53\u6765\u770b\uff0c\u534a\u5bfc\u4f53\u5236\u9020\u4ea7\u4e1a\u7ecf\u5386\u4e86\u7f8e\u56fd——\u65e5\u672c——\u97e9\u53f0\u7684\u53d1\u5c55\u5386\u7a0b\uff1a 1950s\uff0c\u534a\u5bfc\u4f53\u4ea7\u4e1a\u8d77\u6e90\u4e8e\u7f8e\u56fd\uff0c 1947 \u5e74\u6676\u4f53\u7ba1<\/u>\u8bde\u751f\uff0c 1958 \u5e74\u96c6\u6210\u7535\u8def\u8bde\u751f\u3002 1970s\uff0c\u534a\u5bfc\u4f53\u5236\u9020\u7531\u7f8e\u56fd\u5411\u65e5\u672c\u8f6c\u79fb\u3002 DRAM<\/u> \u662f\u65e5\u97e9\u4ea7\u4e1a\u53d1\u5c55\u7684\u91cd\u8981\u5207\u5165\u70b9\uff0c 80s \u65e5\u672c\u5df2\u5728\u534a\u5bfc\u4f53\u4ea7\u4e1a\u5904\u4e8e\u9886\u5148\u5730\u4f4d\u3002 1990s\uff0c\u4ee5 DRAM<\/u> \u4e3a\u5951\u673a\uff0c\u4ea7\u4e1a\u8f6c\u5411\u97e9\u56fd\u4e09\u661f\u3001\u6d77\u529b\u58eb\u7b49\u5382\u5546\uff1b\u6676\u5706\u4ee3\u5de5\u73af\u8282\u5219\u8f6c\u5411\u53f0\u6e7e\uff0c\u53f0\u79ef\u7535\u3001\u8054\u7535\u7b49\u5382\u5546\u5d1b\u8d77\u3002 2010s\uff0c\u667a\u80fd\u624b\u673a\u3001\u79fb\u52a8\u4e92\u8054\u7f51\u7206\u53d1\uff0c\u7269\u8054\u7f51\u3001\u5927\u6570\u636e\u3001\u4e91\u8ba1\u7b97\u3001\u4eba\u5de5\u667a\u80fd\u7b49\u4ea7\u4e1a\u5feb\u901f\u6210\u957f\u3002\u4eba\u53e3\u7ea2\u5229\uff0c\u9700\u6c42\u8f6c\u79fb\u6216\u5c06\u5e26\u52a8\u5236\u9020\u8f6c\u79fb\uff0c\u53ef\u4ee5\u9884\u89c1\u4e2d\u56fd\u5927\u9646\u5df2\u7136\u6210\u4e3a\u65b0\u4e00\u8f6e\u533a\u57df\u8f6c\u79fb\u7684\u76ee\u7684\u5730\u3002<\/p>\n

\n\t<\/p>\n

\n\t\u5168\u7403\u534a\u5bfc\u4f53\u4ea7\u4e1a\u7f8e-\u65e5-\u97e9\u533a\u57df\u8f6c\u79fb\u5386\u53f2<\/p>\n

\n\t\u7845\u6676\u5706\u4e0b\u6e38\u5e94\u7528\u62c6\u5206\uff1a \u5c3a\u5bf8\u4e0e\u5236\u7a0b\u53cc\u8f6e\u9a71\u52a8\u6280\u672f\u8fdb\u6b65<\/p>\n

\n\t\u6676\u5706\u5c3a\u5bf8\u4e0e\u5de5\u827a\u5236\u7a0b\u5e76\u884c\u53d1\u5c55\uff0c\u6bcf\u4e00\u5236\u7a0b\u9636\u6bb5\u4e0e\u6676\u5706\u5c3a\u5bf8\u76f8\u5bf9\u5e94\u3002 \uff081\uff09 \u5236\u7a0b\u8fdb\u6b65→\u6676\u4f53\u7ba1\u7f29\u5c0f→\u6676\u4f53\u7ba1\u5bc6\u5ea6\u6210\u500d\u589e\u52a0→\u6027\u80fd\u63d0\u5347\u3002 \uff082\uff09 \u6676\u5706\u5c3a\u5bf8\u589e\u5927→\u6bcf\u7247\u6676\u5706\u4ea7\u51fa\u82af\u7247\u6570\u91cf\u66f4\u591a→\u6548\u7387\u63d0\u5347→\u6210\u672c\u964d\u4f4e\u3002 \u76ee\u524d 6 \u540b\u3001 8 \u540b\u7845\u6676\u5706\u751f\u4ea7\u8bbe\u5907\u666e\u904d\u6298\u65e7\u5b8c\u6bd5\uff0c\u751f\u4ea7\u6210\u672c\u66f4\u4f4e\uff0c\u4e3b\u8981\u751f\u4ea7 90nm \u4ee5\u4e0a\u7684\u6210\u719f\u5236\u7a0b\u3002 \u90e8\u5206\u5236\u7a0b\u5728\u76f8\u90bb\u5c3a\u5bf8\u7684\u6676\u5706\u4e0a\u90fd\u6709\u4ea7\u51fa\u3002 5nm \u81f3 0.13μm\u5219\u91c7\u7528 12 \u82f1\u5bf8\u6676\u5706\uff0c\u5176\u4e2d 28nm \u4e3a\u5206\u754c\u533a\u5206\u4e86\u5148\u8fdb\u5236\u7a0b\u4e0e\u6210\u719f\u5236\u7a0b\uff0c\u4e3b\u8981\u539f\u56e0\u662f 28nm \u4ee5\u540e\u5f15\u5165 FinFET \u7b49\u65b0\u8bbe\u8ba1\u3001\u65b0\u5de5\u827a\uff0c\u6676\u5706\u5236\u9020\u96be\u5ea6\u5927\u5927\u63d0\u5347\u3002<\/p>\n

\n\t<\/p>\n

\n\t\u7845\u6676\u5706\u5c3a\u5bf8\u4e0e\u5236\u7a0b\u5bf9\u5e94<\/p>\n

\n\t\u6676\u5706\u9700\u6c42\u603b\u91cf\u6765\u770b\uff0c 12 \u82f1\u5bf8 NAND \u53ca 8 \u82f1\u5bf8\u5e02\u573a\u4e3a\u6838\u5fc3\u9a71\u52a8\u529b\u3002 \u5b58\u50a8\u7528 12 \u5bf8\u7845\u6676\u5706\u5360\u6bd4\u8fbe 35%\u4e3a\u6700\u5927\uff0c 8 \u5bf8\u53ca 12 \u82f1\u5bf8\u903b\u8f91\u6b21\u4e4b\u3002 \u4ee5\u4ea7\u54c1\u9500\u552e\u989d\u6765\u770b\uff0c\u5168\u7403\u96c6\u6210\u7535\u8def\u4ea7\u54c1\u4e2d\uff0c\u5b58\u50a8\u5668\u5360\u6bd4\u7ea6 27.8%\uff0c\u903b\u8f91\u7535\u8def\u5360\u6bd4 33%\uff0c\u5fae\u5904\u7406\u5668\u82af\u7247\u5408\u6a21\u62df\u7535\u8def<\/u>\u5206\u522b\u5360 21.9%\u548c 17.3%\u3002\u6839\u636e\u6211\u4eec\u9884\u6d4b\uff0c\u5168\u7403 2016 \u5e74\u4e0b\u534a\u5e74 12 \u5bf8\u7845\u6676\u5706\u9700\u6c42\u7ea6 510 \u4e07\u7247\/\u6708\uff0c\u5176\u4e2d\u7528\u4e8e\u903b\u8f91\u82af\u7247\u7684\u9700\u6c42 130 \u4e07\u7247\/\u6708\uff0c\u7528\u4e8e DRAM \u9700\u6c42 120 \u4e07\u7247\/\u6708\uff0c\u7528\u4e8e NAND \u9700\u6c42 160 \u4e07\u7247\/\u6708\uff0c\u5305\u62ec NORFlash\u3001 CIS \u7b49\u5176\u4ed6\u9700\u6c42 100 \u4e07\u7247\/\u6708\uff1b 8 \u5bf8\u7845\u6676\u5706\u9700\u6c42 480 \u4e07\u7247\/\u6708\uff0c\u6309\u9762\u79ef\u6298\u7b97\u81f3 12 \u5bf8\u6676\u5706\u7ea6 213 \u4e07\u7247\/\u6708\uff0c 6 \u5bf8\u4ee5\u4e0b\u6676\u5706\u9700\u6c42\u7ea6\u5f53 12 \u5bf8 62 \u4e07\u7247\/\u6708\u3002<\/p>\n

\n\t<\/p>\n

\n\t12 \u82f1\u5bf8\u3001 8 \u82f1\u5bf8\u3001 6 \u82f1\u5bf8\u6676\u5706\u9700\u6c42\u7ed3\u6784<\/p>\n

\n\t\u7531\u6b64\u4f30\u7b97\uff0c\u5305\u62ec NAND\u3001 DRAM\u5728\u5185\u7528\u4e8e\u5b58\u50a8\u5e02\u573a\u7684 12 \u5bf8\u6676\u5706\u9700\u6c42\u7ea6\u5360\u603b\u9700\u6c42 35%\uff0c 8 \u5bf8\u6676\u5706\u9700\u6c42\u7ea6\u5360\u603b\u9700\u6c42 27%\uff0c\u7528\u4e8e\u903b\u8f91\u82af\u7247\u7684 12 \u5bf8\u6676\u5706\u9700\u6c42\u7ea6\u5360 17%\u3002\u9700\u6c42\u4e0a\u770b\uff0c\u76ee\u524d\u5b58\u50a8\u5668\u8d21\u732e\u6676\u5706\u9700\u6c42\u6700\u591a\uff0c 8 \u5bf8\u4e2d\u4f4e\u7aef\u5e94\u7528\u5176\u6b21\u3002<\/p>\n

\n\t<\/p>\n

\n\t8 \u82f1\u5bf8\u6676\u5706\u9700\u6c42\u7ed3\u6784<\/p>\n

\n\t<\/p>\n

\n\t\u6676\u5706\u5c3a\u5bf8\u5bf9\u5e94\u4ea7\u54c1\u7c7b\u578b<\/p>\n

\n\t\u4e0b\u6e38\u5177\u4f53\u5e94\u7528\u6765\u770b\uff0c 12 \u82f1\u5bf8 20nm \u4ee5\u4e0b\u5148\u8fdb\u5236\u7a0b\u6027\u80fd\u5f3a\u52b2\uff0c \u4e3b\u8981\u7528\u4e8e\u79fb\u52a8\u8bbe\u5907\u3001 \u9ad8\u6027\u80fd\u8ba1\u7b97\u7b49\u9886\u57df\uff0c \u5305\u62ec\u667a\u80fd\u624b\u673a\u4e3b\u82af\u7247\u3001\u8ba1\u7b97\u673a CPU<\/u>\u3001 GPU<\/u>\u3001\u9ad8\u6027\u80fd FPGA<\/u>\u3001 ASIC<\/u> \u7b49\u300214nm-32nm \u5148\u8fdb\u5236\u7a0b\u5e94\u7528\u4e8e\u5305\u62ec DRAM\u3001 NAND Flash \u5b58\u50a8\u82af\u7247\u3001\u4e2d\u4f4e\u7aef\u5904\u7406\u5668\u82af\u7247\u3001\u5f71\u50cf\u5904\u7406\u5668\u3001\u6570\u5b57\u7535\u89c6\u673a\u9876\u76d2\u7b49\u5e94\u7528\u3002 <\/p>\n

\n\t12 \u82f1\u5bf8 45-90nm \u7684\u6210\u719f\u5236\u7a0b\u4e3b\u8981\u7528\u4e8e\u6027\u80fd\u9700\u6c42\u7565\u4f4e\uff0c\u5bf9\u6210\u672c\u548c\u751f\u4ea7\u6548\u7387\u8981\u6c42\u9ad8\u7684\u9886\u57df\uff0c\u4f8b\u5982\u624b\u673a\u57fa\u5e26\u3001 WiFi\u3001 GPS\u3001\u84dd\u7259<\/u>\u3001 NFC<\/u>\u3001 ZigBee<\/u>\u3001 NOR Flash \u82af\u7247\u3001 MCU<\/u> \u7b49\u3002 12 \u82f1\u5bf8\u6216 8 \u82f1\u5bf8 90nm \u81f3 0.15μm \u4e3b\u8981\u5e94\u7528\u4e8e MCU\u3001\u6307\u7eb9\u8bc6\u522b\u82af\u7247\u3001\u5f71\u50cf\u4f20\u611f\u5668<\/u>\u3001\u7535\u6e90\u7ba1\u7406<\/u>\u82af\u7247\u3001\u6db2\u6676\u9a71\u52a8 IC \u7b49\u3002 8 \u82f1\u5bf8 0.18μm-0.25μm \u4e3b\u8981\u6709\u975e\u6613\u5931\u6027\u5b58\u50a8\u5982\u94f6\u884c\u5361\u3001 sim \u5361\u7b49\uff0c 0.35μm \u4ee5\u4e0a\u4e3b\u8981\u4e3a MOSFET\u3001 IGBT<\/u> \u7b49\u529f\u7387\u5668\u4ef6\u3002<\/p>\n

\n\t<\/p>\n

\n\t\u5236\u7a0b-\u5c3a\u5bf8\u5bf9\u5e94\u4e0b\u6e38\u5e94\u7528\u9700\u6c42\u62c6\u5206<\/p>\n

\n\t\u5316\u5408\u7269\u534a\u5bfc\u4f53\uff1a 5G<\/u>\u3001 3D \u611f\u6d4b\u3001\u7535\u52a8\u6c7d\u8f66\u7684\u5173\u952e\u6027\u6750\u6599<\/p>\n

\n\t\u5316\u5408\u7269\u534a\u5bfc\u4f53\u6676\u5706\u4f9b\u7ed9\u5382\u5546\u683c\u5c40\uff1a\u65e5\u7f8e\u5fb7\u4e3b\u5bfc\uff0c\u5be1\u5360\u683c\u5c40\u3002<\/p>\n

\n\t\u886c\u5e95\u5e02\u573a\uff1a \u9ad8\u6280\u672f\u95e8\u69db\u5bfc\u81f4\u5316\u5408\u7269\u534a\u5bfc\u4f53\u886c\u5e95\u5e02\u573a\u5be1\u5360\uff0c\u65e5\u672c\u3001\u7f8e\u56fd\u3001\u5fb7\u56fd\u5382\u5546\u4e3b\u5bfc\u3002GaAs \u886c\u5e95\u76ee\u524d\u5df2\u65e5\u672c\u4f4f\u53cb\u7535\u5de5\u3001\u5fb7\u56fd Freiberg\u3001\u7f8e\u56fd AXT\u3001\u65e5\u672c\u4f4f\u53cb\u5316\u5b66\u56db\u5bb6\u5360\u636e\uff0c\u56db\u5bb6\u4efd\u989d\u8d85 90%\u3002\u4f4f\u53cb\u5316\u5b66\u4e8e 2011 \u5e74\u6536\u8d2d\u65e5\u7acb\u7535\u7f06\uff08\u65e5\u7acb\u91d1\u5c5e\uff09\u7684\u5316\u5408\u7269\u534a\u5bfc\u4f53\u4e1a\u52a1\uff0c\u5e76\u4e8e 2016\u5e74\u5212\u81f3\u5b50\u516c\u53f8 Sciocs\u3002 GaN \u81ea\u652f\u6491\u886c\u5e95\u76ee\u524d\u4e3b\u8981\u7531\u65e5\u672c\u4e09\u5bb6\u4f01\u4e1a\u4f4f\u53cb\u7535\u5de5\u3001\u4e09\u83f1\u5316\u5b66\u3001\u4f4f\u53cb\u5316\u5b66\u5784\u65ad\uff0c\u5360\u6bd4\u5408\u8ba1\u8d85 85%\u3002 SiC \u886c\u5e95\u9f99\u5934\u4e3a\u7f8e\u56fd Cree\uff08Wolfspeed \u90e8\u95e8\uff09\uff0c\u5e02\u573a\u5360\u6bd4\u8d85\u4e09\u5206\u4e4b\u4e00\uff0c\u5176\u6b21\u4e3a\u5fb7\u56fd SiCrystal\u3001\u7f8e\u56fd II-VI\u3001\u7f8e\u56fd Dow Corning\uff0c\u56db\u5bb6\u5408\u8ba1\u4efd\u989d\u8d85 90%\u3002\u8fd1\u51e0\u5e74\u4e2d\u56fd\u4e5f\u51fa\u73b0\u4e86\u5177\u5907\u4e00\u5b9a\u91cf\u4ea7\u80fd\u529b\u7684 SiC \u886c\u5e95\u5236\u9020\u5546\uff0c\u5982\u5317\u4eac\u5929\u79d1\u5408\u8fbe\u534a\u5bfc\u4f53\u80a1\u4efd\u6709\u9650\u516c\u53f8\u3002<\/p>\n

\n\t<\/p>\n

\n\t\u5316\u5408\u7269\u534a\u5bfc\u4f53\u4f9b\u5e94\u5546\u7ade\u4e89\u529b<\/p>\n

\n\t\u5916\u5ef6\u751f\u957f\u5e02\u573a\u4e2d\uff0c\u82f1\u56fd IQE \u5e02\u573a\u5360\u6bd4\u8d85 60%\u4e3a\u7edd\u5bf9\u9f99\u5934\u3002 \u82f1\u56fd IQE \u53ca\u4e2d\u56fd\u53f0\u6e7e\u5168\u65b0\u5149\u7535\u4e24\u5bb6\u4efd\u989d\u5408\u8ba1\u8fbe 80%\u3002 \u5916\u5ef6\u751f\u957f\u4e3b\u8981\u5305\u62ec MOCVD\uff08\u5316\u5b66\u6c14\u76f8\u6c89\u6dc0\uff09\u6280\u672f\u4ee5\u53ca MBE\uff08\u5206\u5b50\u675f\u5916\u5ef6\uff09\u6280\u672f\u4e24\u79cd\u3002\u4f8b\u5982\uff0c IQE\u3001 \u5168\u65b0\u5149\u7535\u5747\u91c7\u7528 MOCVD\uff0c\u82f1\u7279\u78ca\u91c7\u7528 MBE \u6280\u672f\u3002 HVPE\uff08\u6c22\u5316\u7269\u6c14\u76f8\u5916\u5ef6\uff09\u6280\u672f\u4e3b\u8981\u5e94\u7528\u4e8e GaN \u886c\u5e95\u7684\u751f\u4ea7\u3002<\/p>\n

\n\t<\/p>\n

\n\t\u5316\u5408\u7269\u534a\u5bfc\u4f53\u5916\u5ef6\u5382\u5546\u7ade\u4e89\u529b<\/p>\n

\n\t\u5316\u5408\u7269\u534a\u5bfc\u4f53\u6676\u5706\u9700\u6c42\u5382\u5546\u683c\u5c40\uff1a IDM \u4e0e\u4ee3\u5de5\u5927\u5382\u5e76\u5b58<\/p>\n

\n\t\u5316\u5408\u7269\u534a\u5bfc\u4f53\u4ea7\u4e1a\u94fe\u5448\u73b0\u5be1\u5934\u7ade\u4e89\u683c\u5c40\u3002 IDM \u7c7b\u5382\u5546\u5305\u62ec Skyworks\u3001 Broadc<\/u>om\uff08Avago\uff09\u3001 Qorvo<\/u>\u3001 Anadi<\/u>gics \u7b49\u3002 2016 \u5e74\u5168\u7403\u5316\u5408\u7269\u534a\u5bfc\u4f53 IDM \u5448\u73b0\u4e09\u5be1\u5934\u683c\u5c40\uff0c 2016\u5e74 IDM \u5382\u5546 Skyworks\u3001 Qorvo\u3001 Broadcom \u5728\u7837\u5316\u9553\u9886\u57df\u5206\u522b\u5360\u636e 30.7%\u3001 28%\u3001 7.4%\u5e02\u573a\u4efd\u989d\u3002\u4ea7\u4e1a\u94fe\u5448\u73b0\u591a\u6a21\u5f0f\u6574\u5408\u6001\u52bf\uff0c\u8bbe\u8ba1\u516c\u53f8\u53bb\u6676\u5706\u5316\u53ca IDM \u4ea7\u80fd\u5916\u5305\u6210\u4e3a\u5fc5\u7136\u8d8b\u52bf\u3002<\/p>\n

\n\t<\/p>\n

\n\t\u5168\u7403\u7837\u5316\u9553\u5143\u4ef6\uff08\u542b IDM\uff09\u4ea7\u503c\u5206\u5e03<\/p>\n

\n\t\u5316\u5408\u7269\u534a\u5bfc\u4f53\u6676\u5706\u4ee3\u5de5\u9886\u57df\u7a33\u61cb\u4e3a\u7b2c\u4e00\u5927\u5382\u5546\uff0c\u5360\u6bd4 66%\uff0c\u4e3a\u7edd\u5bf9\u9f99\u5934\u3002 \u7b2c\u4e8c\u3001\u7b2c\u4e09\u4e3a\u5b8f\u6377\u79d1\u6280 AWSC\u3001 \u73af\u5b87\u79d1\u6280 GCS\uff0c\u5360\u6bd4\u5206\u522b\u4e3a 12%\u3001 9%\u3002\u56fd\u5185\u8bbe\u8ba1\u63a8\u52a8\u4ee3\u5de5\uff0c \u5927\u9646\u5316\u5408\u7269\u534a\u5bfc\u4f53\u4ee3\u5de5\u9f99\u5934\u547c\u4e4b\u6b32\u51fa\u3002 \u76ee\u524d\u56fd\u5185 PA \u8bbe\u8ba1\u5df2\u7ecf\u6d8c\u73b0\u4e86\u9510\u8fea\u79d1 RDA\u3001 \u552f\u6377\u521b\u82af vanchip\u3001\u6c49\u5929\u4e0b\u3001 \u98de\u9aa7\u79d1\u6280\u7b49\u516c\u53f8\u3002<\/p>\n

\n\t<\/p>\n

\n\t\u5168\u7403\u7837\u5316\u9553\u4ee3\u5de5\u5e02\u5360\u7387<\/p>\n

\n\t\u56fd\u5185\u5316\u5408\u7269\u534a\u5bfc\u4f53\u8bbe\u8ba1\u5382\u5546\u76ee\u524d\u5df2\u7ecf\u5360\u9886 2G\/3G\/4G\/WiFi \u7b49\u6d88\u8d39\u7535\u5b50\u5e02\u573a\u4e2d\u7684\u4f4e\u7aef\u5e94\u7528\u3002 \u4e09\u5b89\u5149\u7535\u76ee\u524d\u4ee5 LED \u5e94\u7528\u4e3a\u4e3b\uff0c\u6709\u671b\u5728\u5316\u5408\u7269\u534a\u5bfc\u4f53\u4ee3\u5de5\u586b\u8865\u56fd\u5185\u7a7a\u767d\uff0c\u5176\u52df\u6295\u4ea7\u7ebf\u5efa\u8bbe\u987a\u5229\uff0c\u6709\u671b 2018 \u5e74\u5e74\u5e95\u5b9e\u73b04000-6000 \u7247\/\u6708\u4ea7\u80fd\uff0c\u6210\u4e3a\u5927\u9646\u7b2c\u4e00\u5bb6\u89c4\u6a21\u91cf\u4ea7 GaAs\/GaN \u5316\u5408\u7269\u6676\u5706\u4ee3\u5de5\u4f01\u4e1a\u3002<\/p>\n

\n\t\u5316\u5408\u7269\u534a\u5bfc\u4f53\u6676\u5706\u4e0b\u6e38\u5e94\u7528\u62c6\u5206\uff1a\u6027\u80fd\u72ec\u7279\uff0c\u81ea\u6210\u4f53\u7cfb<\/p>\n

\n\t\u5316\u5408\u7269\u534a\u5bfc\u4f53\u4e0b\u6e38\u5177\u4f53\u5e94\u7528\u4e3b\u8981\u53ef\u5206\u4e3a\u4e24\u5927\u7c7b\uff1a\u5149\u5b66\u5668\u4ef6\u548c\u7535\u5b50\u8bbe\u5907\u3002 \u5149\u5b66\u5668\u4ef6\u5305\u62ecLED \u53d1\u5149\u4e8c\u6781\u7ba1\u3001 LD \u6fc0\u5149\u4e8c\u6781\u7ba1\u3001 PD \u5149\u63a5\u6536\u5668\u7b49\u3002 \u7535\u5b50\u5668\u4ef6\u5305\u62ec PA \u529f\u7387\u653e\u5927\u5668<\/u>\u3001 LNA\u4f4e\u566a\u58f0\u653e\u5927\u5668<\/u>\u3001\u5c04\u9891\u5f00\u5173\u3001\u6570\u6a21\u8f6c\u6362\u3001\u5fae\u6ce2\u5355\u7247 IC\u3001\u529f\u7387\u534a\u5bfc\u4f53\u5668\u4ef6\u3001\u970d\u5c14\u5143\u4ef6\u7b49\u3002 \u5bf9\u4e8eGaAs \u6750\u6599\u800c\u8a00\uff0c SC GaAs\uff08\u5355\u6676\u7837\u5316\u9553\uff09 \u4e3b\u8981\u5e94\u7528\u4e8e\u5149\u5b66\u5668\u4ef6\uff0c SI GaAs\uff08\u534a\u7edd\u7f18\u7837\u5316\u9553\uff09\u4e3b\u8981\u5e94\u7528\u4e8e\u7535\u5b50\u5668\u4ef6\u3002<\/p>\n

\n\t<\/p>\n

\n\t\u5316\u5408\u7269\u534a\u5bfc\u4f53\u6676\u5706\u5bf9\u5e94\u4e0b\u6e38\u5e94\u7528<\/p>\n

\n\t\u5149\u5b66\u5668\u4ef6\u4e2d\uff0c LED \u4e3a\u5360\u6bd4\u6700\u5927\u4e00\u9879\uff0c LD\/PD\u3001 VCSEL \u6210\u957f\u7a7a\u95f4\u5927\u3002 Cree \u5927\u7ea6 70%\u6536\u5165\u6765\u81ea LED\uff0c\u5176\u4f59\u6765\u81ea\u529f\u7387\u3001\u5c04\u9891\u3001 SiC \u6676\u5706\u3002 SiC \u886c\u5e95 80%\u7684\u5e02\u573a\u6765\u81ea\u4e8c\u6781\u7ba1\uff0c\u5728\u6240\u6709\u5bbd\u7981\u5e26\u534a\u5bfc\u4f53\u886c\u5e95\u4e2d\uff0c SiC \u6750\u6599\u662f\u6700\u4e3a\u6210\u719f\u7684\u3002\u4e0d\u540c\u5316\u5408\u7269\u534a\u5bfc\u4f53\u6750\u6599\u5236\u9020\u7684 LED \u5bf9\u5e94\u4e0d\u540c\u6ce2\u957f\u5149\u7ebf\uff1a GaAs LED \u53d1\u7ea2\u5149\u3001\u7eff\u5149\uff0c GaP \u53d1\u7eff\u5149\uff0c SiC \u53d1\u9ec4\u5149\uff0c GaN \u53d1\u84dd\u5149\uff0c\u5e94\u7528 GaN\u84dd\u5149 LED \u6fc0\u53d1\u9ec4\u8272\u8367\u5149\u6750\u6599\u53ef\u4ee5\u5236\u9020\u767d\u5149 LED\u3002\u6b64\u5916 GaAs \u53ef\u5236\u9020\u7ea2\u5916<\/u>\u5149 LED\uff0c\u5e38\u89c1\u7684\u5e94\u7528\u4e8e\u9065\u63a7\u5668\u7ea2\u5916\u53d1\u5c04\uff0c GaN \u5219\u53ef\u4ee5\u5236\u9020\u7d2b\u5916\u5149 LED\u3002 GaAs\u3001 GaN \u5206\u522b\u5236\u9020\u7684\u7ea2\u5149\u3001\u84dd\u5149\u6fc0\u5149\u53d1\u5c04\u5668\u53ef\u4ee5\u5e94\u7528\u4e8e CD\u3001 DVD\u3001\u84dd\u5149\u5149\u76d8\u7684\u8bfb\u53d6\u3002<\/p>\n

\n\t<\/p>\n

\n\t\u5404\u79cd\u6750\u6599\u5de5\u827a\u5bf9\u5e94\u8f93\u51fa\u529f\u7387\u53ca\u9891\u7387<\/p>\n

\n\t\u7535\u5b50\u5668\u4ef6\u4e2d\uff0c\u4e3b\u8981\u4e3a\u5c04\u9891\u548c\u529f\u7387\u5e94\u7528\u3002 GaN on SiC\u3001 GaN \u81ea\u652f\u6491\u886c\u5e95\u3001 GaAs \u886c\u5e95\u3001GaAs on Si \u4e3b\u8981\u5e94\u7528\u4e8e\u5c04\u9891\u534a\u5bfc\u4f53\uff08\u5c04\u9891\u524d\u7aef PA \u7b49\uff09\uff1b \u800c GaN on Si \u4ee5\u53ca SiC \u886c\u5e95\u4e3b\u8981\u5e94\u7528\u4e8e\u529f\u7387\u534a\u5bfc\u4f53\uff08\u6c7d\u8f66\u7535\u5b50\u7b49\uff09\u3002<\/p>\n

\n\t<\/p>\n

\n\tGaN \u4e0e SiC \u529f\u7387\u5668\u4ef6\u5e94\u7528\u8303\u56f4\u5bf9\u6bd4<\/p>\n

\n\tGaN \u7531\u4e8e\u529f\u7387\u5bc6\u5ea6\u9ad8\uff0c\u5728\u57fa\u7ad9\u5927\u529f\u7387\u5668\u4ef6\u9886\u57df\u5177\u6709\u72ec\u7279\u4f18\u52bf\u3002 \u76f8\u5bf9\u4e8e\u7845\u886c\u5e95\u6765\u8bf4\uff0c SiC\u886c\u5e95\u5177\u6709\u66f4\u597d\u7684\u70ed\u4f20\u5bfc\u7279\u6027\uff0c\u76ee\u524d\u4e1a\u754c\u8d85\u8fc7 95%\u7684 GaN \u5c04\u9891\u5668\u4ef6\u91c7\u7528 SiC \u886c\u5e95\uff0c\u5982 Qorvo\u91c7\u7528\u7684\u6b63\u662f\u57fa\u4e8e SiC \u886c\u5e95\u7684\u5de5\u827a\uff0c\u800c\u7845\u57fa GaN \u5668\u4ef6\u53ef\u5728 8 \u82f1\u5bf8\u6676\u5706\u5236\u9020\uff0c\u66f4\u5177\u6210\u672c\u4f18\u52bf\u3002\u5728\u529f\u7387\u534a\u5bfc\u4f53\u9886\u57df\uff0c SiC \u886c\u5e95\u4e0e GaN on Silicon \u53ea\u5728\u5f88\u5c0f\u4e00\u90e8\u5206\u9886\u57df\u6709\u7ade\u4e89\u3002 GaN \u5e02\u573a\u5927\u591a\u662f\u4f4e\u538b\u9886\u57df\uff0c\u800c SiC \u5728\u9ad8\u538b\u9886\u57df\u5e94\u7528\u3002 \u5b83\u4eec\u7684\u8fb9\u754c\u5927\u7ea6\u662f 600V\u3002<\/p>\n

\n\t\u4e0b\u6e38\u4e3b\u8981\u5e94\u7528\u5206\u6790\uff1a\u4ece\u5236\u7a0b\u6750\u6599\u770b\u82af\u7247\u56fd\u4ea7\u5316\u7a0b\u5ea6<\/p>\n

\n\t\uff081\uff09\u667a\u80fd\u624b\u673a\uff1a IC \u8bbe\u8ba1\u7387\u5148\u8ffd\u8d76\uff0c\u4ee3\u5de5\u3001\u6750\u6599\u5c1a\u5f85\u7a81\u7834\u3002<\/p>\n

\n\t\u667a\u80fd\u624b\u673a\u6838\u5fc3\u82af\u7247\u6d89\u53ca\u5148\u8fdb\u5236\u7a0b\u53ca\u5316\u5408\u7269\u534a\u5bfc\u4f53\u6750\u6599\uff0c \u56fd\u4ea7\u7387\u4f4e\u3002 \u4ee5\u76ee\u524d\u56fd\u4ea7\u5316\u82af\u7247\u5df2\u91c7\u7528\u8f83\u591a\u7684\u534e\u4e3a\u624b\u673a\u4e3a\u4f8b\u53ef\u5927\u81f4\u770b\u51fa\u56fd\u4ea7\u82af\u7247\u7684“\u4e0a\u9650” \u3002 <\/p>\n

\n\t<\/p>\n

\n\t\u667a\u80fd\u624b\u673a\u5185\u90e8\u82af\u7247\u5bf9\u5e94\u5de5\u827a-\u534e\u4e3a P20<\/p>\n

\n\tCPU \u76ee\u524d\u534e\u4e3a\u6d77\u601d\u53ef\u4ee5\u72ec\u7acb\u8bbe\u8ba1\uff0c\u6b64\u5916\u8fd8\u5305\u62ec\u5c0f\u7c73\u677e\u679c\u7b49 fabless \u8bbe\u8ba1\u516c\u53f8\uff0c \u4f46\u7531\u4e8e\u91c7\u7528 12 \u82f1\u5bf8\u6700\u5148\u8fdb\u5236\u7a0b\uff0c\u5236\u9020\u4e3b\u8981\u4f9d\u8d56\u4e2d\u56fd\u53f0\u6e7e\u4f01\u4e1a\uff1b DRAM\u3001 NAND \u95ea\u5b58\u56fd\u5185\u5c1a\u65e0\u76f8\u5173\u516c\u53f8\u91cf\u4ea7\uff1b\u524d\u7aef LTE \u6a21\u5757\u3001 WiFi \u84dd\u7259\u6a21\u5757\u91c7\u7528\u4e86 GaAs \u6750\u6599\uff0c \u4ea7\u80fd\u96c6\u4e2d\u4e8e Skyworks\u3001 Qorvo \u7b49\u7f8e\u56fd IDM \u4f01\u4e1a\u4ee5\u53ca\u7a33\u61cb\u7b49\u4e2d\u56fd\u53f0\u6e7e\u4ee3\u5de5\u5382\uff0c\u4e2d\u56fd\u5927\u9646\u5c1a\u65e0\u7837\u5316\u9553\u4ee3\u5de5\u5382\u5546\uff1b\u5c04\u9891\u6536\u53d1\u6a21\u5757\u3001 PMIC\u3001\u97f3\u9891 IC \u53ef\u505a\u5230\u6d77\u601d\u8bbe\u8ba1+foundry \u4ee3\u5de5\uff0c\u800c\u5145\u7535\u63a7\u5236 IC\u3001 NFC \u63a7\u5236 IC \u4ee5\u53ca\u6c14\u538b\u3001\u9640\u87ba\u4eea<\/u>\u7b49\u4f20\u611f\u5668\u4e3b\u8981\u7531\u6b27\u7f8e IDM\u5382\u5546\u63d0\u4f9b\u3002\u603b\u4f53\u6765\u770b\u667a\u80fd\u624b\u673a\u6838\u5fc3\u82af\u7247\u56fd\u4ea7\u7387\u4ecd\u4f4e\uff0c\u90e8\u5206\u82af\u7247\u5982 DRAM\u3001 NAND\u3001\u5c04\u9891\u6a21\u5757\u7b49\u56fd\u4ea7\u5316\u51e0\u4e4e\u4e3a\u96f6\u3002<\/p>\n

\n\t\u4ee5\u4e3b\u6d41\u65d7\u8230\u624b\u673a iPhone X \u4e3a\u4f8b\u53ef\u4ee5\u5927\u81f4\u770b\u51fa\u4e2d\u56fd\u5927\u9646\u82af\u7247\u5382\u5546\u5728\u5168\u7403\u4f9b\u5e94\u94fe\u4e2d\u7684\u5730\u4f4d\u3002 CPU \u91c7\u7528\u82f9\u679c\u81ea\u4e3b\u8bbe\u8ba1+\u53f0\u79ef\u7535\u5148\u8fdb\u5236\u7a0b\u4ee3\u5de5\uff0c DRAM\u3001 NAND \u6765\u81ea\u97e9\u56fd\/\u65e5\u672c\/\u7f8e\u56fd IDM\u5382\u5546\uff1b\u57fa\u5e26\u6765\u81ea\u9ad8\u901a\u8bbe\u8ba1+\u53f0\u79ef\u7535\u5148\u8fdb\u5236\u7a0b\u4ee3\u5de5\uff1b\u5c04\u9891\u6a21\u5757\u91c7\u7528\u7837\u5316\u9553\u6750\u6599\uff0c\u6765\u81ea Skyworks\u3001Qorvo \u7b49 IDM \u5382\u5546\u6216\u535a\u901a+\u7a33\u61cb\u4ee3\u5de5\uff1b\u6a21\u62df\u82af\u7247\u3001\u97f3\u9891 IC\u3001 NFC \u82af\u7247\u3001\u89e6\u63a7 IC\u3001\u5f71\u50cf\u4f20\u611f\u5668\u7b49\u5747\u6765\u81ea\u4e2d\u56fd\u5927\u9646\u4ee5\u5916\u4f01\u4e1a\uff0c\u4e2d\u56fd\u5927\u9646\u82af\u7247\u5728\u82f9\u679c\u4f9b\u5e94\u94fe\u4e2d\u5360\u6bd4\u4e3a\u96f6\u3002\u800c\u9664\u82af\u7247\u3001\u5c4f\u5e55\u4ee5\u5916\u7684\u96f6\u90e8\u4ef6\u5927\u591a\u6709\u4e2d\u56fd\u5927\u9646\u4f9b\u5e94\u5546\u6253\u5165\uff0c\u751a\u81f3\u90e8\u5206\u7531\u5927\u9646\u5382\u5546\u72ec\u5360\u3002\u7531\u6b64\u53ef\u89c1\u4e2d\u56fd\u5927\u9646\u82af\u7247\u4f01\u4e1a\u5728\u5168\u7403\u8303\u56f4\u5185\u7ade\u4e89\u529b\u4ecd\u4f4e\u3002<\/p>\n

\n\t<\/p>\n

\n\t\u667a\u80fd\u624b\u673a\u5185\u90e8\u82af\u7247\u5bf9\u5e94\u5de5\u827a- iPhone X<\/p>\n

\n\t\uff082\uff09\u901a\u4fe1\u57fa\u7ad9\uff1a \u5927\u529f\u7387\u5c04\u9891\u82af\u7247\u5bf9\u7f8e\u4f9d\u8d56\u6027\u6781\u9ad8<\/p>\n

\n\t\u901a\u4fe1\u57fa\u7ad9\u5bf9\u56fd\u5916\u82af\u7247\u4f9d\u8d56\u7a0b\u5ea6\u6781\u9ad8\uff0c\u4e14\u4ee5\u7f8e\u56fd\u82af\u7247\u4f01\u4e1a\u4e3a\u4e3b\u3002 \u76ee\u524d\u57fa\u7ad9\u7cfb\u7edf\u4e3b\u8981\u7531\u57fa\u5e26\u5904\u7406\u5355\u5143\uff08BBU\uff09\u53ca\u5c04\u9891\u62c9\u8fdc\u5355\u5143\uff08RRU\uff09\u4e24\u90e8\u5206\u7ec4\u6210\uff0c \u901a\u5e38\u4e00\u53f0 BBU \u5bf9\u5e94\u591a\u53f0 RRU \u8bbe\u5907\u3002 \u76f8\u6bd4\u4e4b\u4e0b\uff0c RRU \u82af\u7247\u7684\u56fd\u4ea7\u5316\u7a0b\u5ea6\u66f4\u4f4e\uff0c\u5bf9\u4e8e\u56fd\u5916\u4f9d\u8d56\u7a0b\u5ea6\u9ad8\u3002<\/p>\n

\n\t<\/p>\n

\n\t\u57fa\u7ad9 BBU+RRU \u7cfb\u7edf\u793a\u610f\u56fe<\/p>\n

\n\t\u8fd9\u5176\u4e2d\u4e3b\u8981\u96be\u70b9\u4f53\u73b0\u5728 RRU \u82af\u7247\u5668\u4ef6\u6d89\u53ca\u5927\u529f\u7387\u5c04\u9891\u573a\u666f\uff0c\u901a\u5e38\u91c7\u7528\u7837\u5316\u9553\u6216\u6c2e\u5316\u9553\u6750\u6599\uff0c\u800c\u4e2d\u56fd\u5927\u9646\u7f3a\u4e4f\u76f8\u5e94\u4ea7\u4e1a\u94fe\u3002<\/p>\n

\n\t<\/p>\n

\n\tRRU \u5185\u90e8\u82af\u7247\u95e8\u69db\u6700\u9ad8<\/p>\n

\n\t\u7f8e\u56fd\u5382\u5546\u5784\u65ad\u5927\u529f\u7387\u5c04\u9891\u5668\u4ef6\u3002 \u5177\u4f53\u6765\u770b\uff0c \u76ee\u524d RRU \u8bbe\u5907\u4e2d\u7684 PA\u3001 LNA\u3001 DSA\u3001 VGA\u7b49\u82af\u7247\u4e3b\u8981\u91c7\u7528\u7837\u5316\u9553\u6216\u6c2e\u5316\u9553\u5de5\u827a\uff0c\u6765\u81ea Qorvo\u3001 Skyworks \u7b49\u516c\u53f8\uff0c\u5176\u4e2d\u6c2e\u5316\u9553\u5668\u4ef6\u901a\u5e38\u4e3a\u78b3\u5316\u7845\u886c\u5e95\uff0c\u5373 GaN on SiC\u3002 RF \u6536\u53d1\u5668<\/u>\u3001\u6570\u6a21\u8f6c\u6362\u5668<\/u>\u91c7\u7528\u7845\u57fa\u53ca\u7837\u5316\u9553\u5de5\u827a\uff0c\u4e3b\u8981\u5382\u5546\u5305\u62ec TI<\/u>\u3001 ADI\u3001 IDT<\/u> \u7b49\u516c\u53f8\u3002\u4ee5\u4e0a\u5382\u5546\u5747\u4e3a\u7f8e\u56fd\u516c\u53f8\uff0c\u56e0\u800c\u901a\u4fe1\u57fa\u7ad9\u82af\u7247\u5bf9\u7f8e\u56fd\u5382\u5546\u4f9d\u8d56\u6027\u6781\u9ad8\u3002<\/p>\n

\n\t<\/p>\n

\n\t\u57fa\u7ad9\u901a\u4fe1\u8bbe\u5907\u4e3b\u8981\u82af\u7247<\/p>\n

\n\t\uff083\uff09\u6c7d\u8f66\u7535\u5b50\uff1a \u4ea7\u4e1a\u6280\u672f\u65e5\u8d8b\u6210\u719f\uff0c \u90e8\u5206\u5df2\u5b9e\u73b0\u56fd\u4ea7\u5316<\/p>\n

\n\t\u6c7d\u8f66\u7535\u5b50\u5bf9\u4e8e\u534a\u5bfc\u4f53\u5668\u4ef6\u9700\u6c42\u4ee5 MCU\u3001NOR Flash\u3001IGBT \u7b49\u4e3a\u4e3b\u3002 \u4f20\u7edf\u6c7d\u8f66\u5185\u90e8\u4e3b\u8981\u4ee5 MCU \u9700\u6c42\u8f83\u9ad8\uff0c\u5305\u62ec\u52a8\u529b\u63a7\u5236\u3001\u5b89\u5168\u63a7\u5236\u3001\u53d1\u52a8\u673a\u63a7\u5236\u3001\u5e95\u76d8\u63a7\u5236\u3001\u8f66\u8f7d\u7535\u5668\u7b49\u591a\u65b9\u9762\u3002\u65b0\u80fd\u6e90\u6c7d\u8f66\u8fd8\u5305\u62ec\u7535\u5b50\u63a7\u5236\u5355\u5143 ECU\u3001\u529f\u7387\u63a7\u5236\u5355\u5143 PCU\u3001\u7535\u52a8\u6c7d\u8f66\u6574\u8f66\u63a7\u5236\u5355\u5143 VCU\u3001\u6df7\u5408\u52a8\u529b\u6c7d\u8f66\u6574\u8f66\u63a7\u5236\u5668 HCU\u3001\u7535\u6c60\u7ba1\u7406\u7cfb\u7edf BMS \u4ee5\u53ca\u9006\u53d8\u5668\u6838\u5fc3\u90e8\u4ef6 IGBT \u5143\u4ef6\u3002 <\/p>\n

\n\t<\/p>\n

\n\t\u4f20\u7edf\u6c7d\u8f66\u5185\u90e8\u82af\u7247<\/p>\n

\n\t\u6b64\u5916\u5728\u4ee5\u4e0a\u76f8\u5173\u7cfb\u7edf\u4ee5\u53ca\u7d27\u6025\u5239\u8f66\u7cfb\u7edf\u3001\u80ce\u538b\u68c0\u6d4b\u5668\u3001\u5b89\u5168\u6c14\u56ca\u7cfb\u7edf\u7b49\u8fd8\u9700\u5e94\u7528 NOR Flash \u4f5c\u4e3a\u4ee3\u7801\u5b58\u50a8\u3002 MCU \u901a\u5e38\u91c7\u7528 8 \u82f1\u5bf8\u6216 12 \u82f1\u5bf8 45nm~0.15μm \u6210\u719f\u5236\u7a0b\uff0c NOR Flash \u901a\u5e38\u91c7\u7528 45nm~0.13μm \u6210\u719f\u5236\u7a0b\uff0c\u56fd\u5185\u5df2\u57fa\u672c\u5b9e\u73b0\u91cf\u4ea7\u3002<\/p>\n

\n\t<\/p>\n

\n\t\u6c7d\u8f66\u5185\u90e8\u82af\u7247<\/p>\n

\n\t\u667a\u80fd\u9a7e\u9a76\u6240\u91c7\u7528\u534a\u5bfc\u4f53\u5668\u4ef6\u5305\u62ec\u9ad8\u6027\u80fd\u8ba1\u7b97\u82af\u7247\u53ca ADAS \u7cfb\u7edf\u3002 \u9ad8\u6027\u80fd\u8ba1\u7b97\u82af\u7247\u76ee\u524d\u91c7\u7528 12 \u82f1\u5bf8\u5148\u8fdb\u5236\u7a0b\uff0c\u800c ADAS \u7cfb\u7edf\u4e2d\u7684\u6beb\u7c73\u6ce2\u96f7\u8fbe\u5219\u6d89\u53ca\u7837\u5316\u9553\u6750\u6599\uff0c\u76ee\u524d\u56fd\u5185\u5c1a\u65e0\u6cd5\u91cf\u4ea7\u3002<\/p>\n

\n\t\uff084\uff09AI \u4e0e\u77ff\u673a\u82af\u7247\uff1a \u6210\u957f\u65b0\u52a8\u529b\uff0c\u56fd\u5185\u8bbe\u8ba1\u5382\u5546\u5b9e\u73b0\u7a81\u7834<\/p>\n

\n\tAI \u82af\u7247\u4e0e\u77ff\u673a\u82af\u7247\u5c5e\u4e8e\u9ad8\u6027\u80fd\u8ba1\u7b97\uff0c\u5bf9\u4e8e\u5148\u8fdb\u5236\u7a0b\u8981\u6c42\u8f83\u9ad8\u3002 \u5728 AI \u53ca\u533a\u5757\u94fe\u573a\u666f\u4e0b\uff0c\u4f20\u7edf CPU \u7b97\u529b\u4e0d\u8db3\uff0c\u65b0\u67b6\u6784\u82af\u7247\u6210\u4e3a\u53d1\u5c55\u8d8b\u52bf\u3002\u5f53\u524d\u4e3b\u8981\u6709\u5ef6\u7eed\u4f20\u7edf\u67b6\u6784\u7684 GPU\u3001 FPGA\u3001ASIC\uff08TPU\u3001 NPU \u7b49\uff09\u82af\u7247\u8def\u5f84\uff0c \u4ee5\u53ca\u5f7b\u5e95\u98a0\u8986\u4f20\u7edf\u8ba1\u7b97\u67b6\u6784\uff0c\u91c7\u7528\u6a21\u62df\u4eba\u8111\u795e\u7ecf\u5143\u7ed3\u6784\u6765\u63d0\u5347\u8ba1\u7b97\u80fd\u529b\u7684\u82af\u7247\u8def\u5f84\u3002 \u4e91\u7aef\u9886\u57df GPU \u751f\u6001\u9886\u5148\uff0c\u800c\u7ec8\u7aef\u573a\u666f\u4e13\u7528\u5316\u662f\u672a\u6765\u8d8b\u52bf\u3002 <\/p>\n

\n\t<\/p>\n

\n\tAI \u6838\u5fc3\u82af\u7247\u7b80\u8981\u68b3\u7406<\/p>\n

\n\t\u6839\u636e NVIDIA \u4e0e AMD \u516c\u5e03\u7684\u6280\u672f\u8def\u7ebf\u56fe\uff0c 2018 \u5e74 GPU \u5c06\u8fdb\u5165 12nm\/7nm \u5236\u7a0b\u3002 \u800c\u76ee\u524d AI\u3001\u77ff\u673a\u76f8\u5173\u7684 FPGA \u53ca ASIC \u82af\u7247\u4e5f\u5747\u91c7\u7528\u4e86 10~28nm \u7684\u5148\u8fdb\u5236\u7a0b\u3002\u56fd\u5185\u5382\u5546\u6d8c\u73b0\u4e86\u5bd2\u6b66\u7eaa\u3001\u6df1\u9274\u79d1\u6280\u3001\u5730\u5e73\u7ebf\u3001\u6bd4\u7279\u5927\u9646\u7b49\u4f18\u79c0\u7684 IC \u8bbe\u8ba1\u5382\u5546\u7387\u5148\u5b9e\u73b0\u7a81\u7834\uff0c\u800c\u5236\u9020\u5219\u4e3b\u8981\u4f9d\u9760\u53f0\u79ef\u7535\u7b49\u5148\u8fdb\u5236\u7a0b\u4ee3\u5de5\u5382\u5546\u3002<\/p>\n

\n\t<\/p>\n

\n\t\u4e3b\u6d41\u77ff\u673a\u82af\u7247\u5bf9\u6bd4<\/p>\n

\n\t\u524d\u666f\u5c55\u671b\uff1a\u90e8\u5206\u9886\u57df\u6709\u671b\u7387\u5148\u7a81\u7834\uff0c\u66f4\u591a\u53c2\u4e0e\u5168\u7403\u5206\u5de5<\/p>\n

\n\t\u73b0\u9636\u6bb5\u56fd\u4ea7\u5316\u7a0b\u5ea6\u4f4e\uff0c \u534a\u5bfc\u4f53\u4ea7\u4e1a\u5b9e\u9645\u4f9d\u9760\u5168\u7403\u5408\u4f5c\u3002 \u5c3d\u7ba1\u6211\u56fd\u534a\u5bfc\u4f53\u4ea7\u4e1a\u76ee\u524d\u6b63\u5904\u4e8e\u5feb\u901f\u53d1\u5c55\u9636\u6bb5\uff0c\u4f46\u603b\u4f53\u6765\u770b\u5b58\u5728\u603b\u4f53\u4ea7\u80fd\u8f83\u4f4e\uff0c \u5168\u7403\u5e02\u573a\u7ade\u4e89\u529b\u5f31\uff0c\u6838\u5fc3\u82af\u7247\u9886\u57df\u56fd\u4ea7\u5316\u7a0b\u5ea6\u4f4e\uff0c \u5bf9\u56fd\u5916\u4f9d\u8d56\u7a0b\u5ea6\u8f83\u9ad8\u7b49\u73b0\u72b6\u3002 \u6211\u56fd\u534a\u5bfc\u4f53\u4ea7\u4e1a\u94fe\u5728\u6750\u6599\u3001\u8bbe\u5907\u3001\u5236\u9020\u3001\u8bbe\u8ba1\u7b49\u591a\u4e2a\u9ad8\u7aef\u9886\u57df\u5bf9\u56fd\u5916\u9ad8\u5ea6\u4f9d\u8d56\uff0c\u5b9e\u73b0\u534a\u5bfc\u4f53\u4ea7\u4e1a\u81ea\u4e3b\u66ff\u4ee3\u9700\u7ecf\u5386\u8f83\u6f2b\u957f\u9053\u8def\u3002 <\/p>\n

\n\t<\/p>\n

\n\t\u5f53\u524d\u4e2d\u56fd\u6838\u5fc3\u96c6\u6210\u7535\u8def\u56fd\u4ea7\u82af\u7247\u5360\u6709\u7387<\/p>\n

\n\t\u6839\u636e IC Insight \u6570\u636e\u663e\u793a\uff0c 2015 \u5e74\u6211\u56fd\u96c6\u6210\u7535\u8def\u4f01\u4e1a\u5728\u5168\u7403\u5e02\u573a\u4efd\u989d\u4ec5\u6709 3%\uff0c\u800c\u7f8e\u56fd\u3001\u97e9\u56fd\u3001\u65e5\u672c\u5206\u522b\u9ad8\u8fbe54%\/20%\/8%\u3002 \u4e8b\u5b9e\u4e0a\uff0c\u5373\u4fbf\u662f\u7f8e\u56fd\u3001 \u97e9\u56fd\u3001 \u65e5\u672c\u4e5f\u65e0\u6cd5\u8fbe\u5230\u534a\u5bfc\u4f53\u4ea7\u4e1a\u94fe 100%\u81ea\u4ea7\u3002\u4f8b\u5982\u5728\u5148\u8fdb\u5236\u7a0b\u5236\u9020\u7684\u6838\u5fc3\u8bbe\u5907\u5149\u523b\u673a\u65b9\u9762\u4f9d\u7136\u4f9d\u8d56\u8377\u5170 ASML \u4e00\u5bb6\u4f01\u4e1a\u3002\u66f4\u591a\u53c2\u4e0e\u5168\u7403\u5206\u5de5\uff0c\u5728\u6b64\u8fc7\u7a0b\u4e2d\u9010\u6e10\u63d0\u5347\u56fd\u4ea7\u5316\u5360\u6bd4\uff0c\u662f\u4e00\u6761\u5207\u5b9e\u53ef\u884c\u7684\u534a\u5bfc\u4f53\u4ea7\u4e1a\u53d1\u5c55\u9053\u8def\u3002<\/p>\n

\n\t\u4e2d\u56fd\u5927\u9646\u82af\u7247\u4e0b\u6e38\u9700\u6c42\u7aef\u7ec8\u7aef\u5e02\u573a\u5168\u5907\uff0c\u4f9b\u7ed9\u7aef\u6709\u671b\u5411\u4e2d\u56fd\u5927\u9646\u503e\u659c\u3002 \uff081\uff09 \u9700\u6c42\u7aef\uff1a\u4e0b\u6e38\u7ec8\u7aef\u5e94\u7528\u5e02\u573a\u5168\u5907\uff0c\u89c4\u6a21\u6761\u4ef6\u9010\u6b65\u6210\u719f\u3002\u968f\u7740\u5168\u7403\u7ec8\u7aef\u4ea7\u54c1\u4ea7\u80fd\u5411\u4e2d\u56fd\u8f6c\u79fb\uff0c\u4e2d\u56fd\u5df2\u7ecf\u6210\u4e3a\u5168\u7403\u7ec8\u7aef\u4ea7\u54c1\u5236\u9020\u57fa\u5730\uff0c 2017 \u5e74\u4e2d\u56fd\u6c7d\u8f66\u3001\u667a\u80fd\u624b\u673a\u51fa\u8d27\u91cf\u5360\u5168\u7403\u6bd4\u91cd\u5206\u522b\u8fbe 29.8%\u300133.6%\u3002\u82af\u7247\u9700\u6c42\u5168\u9762\u6db5\u76d6\u7845\u57fa\u3001\u5316\u5408\u7269\u534a\u5bfc\u4f53\u5e02\u573a\uff0c\u82af\u7247\u5e02\u573a\u7a7a\u95f4\u5de8\u5927\u3002\uff082\uff09\u4f9b\u7ed9\u7aef\uff1a\u5f53\u524d\u4e2d\u56fd\u5927\u9646\u4ea7\u503c\u89c4\u6a21\u5c45\u524d\u7684 IC \u8bbe\u8ba1\u3001\u6676\u5706\u4ee3\u5de5\u3001\u5b58\u50a8\u5382\u5546\u5be5\u5be5\u6570\u8ba1\uff0c\u6280\u672f\u6c34\u5e73\u5c1a\u672a\u8fbe\u5230\u9886\u5148\u6c34\u5e73\uff0c\u4e2d\u9ad8\u7aef\u82af\u7247\u5236\u9020\u3001\u5316\u5408\u7269\u534a\u5bfc\u4f53\u82af\u7247\u4e25\u91cd\u4f9d\u8d56\u8fdb\u53e3\u3002\u968f\u7740\u8fd1\u4e9b\u5e74\u7ec8\u7aef\u9700\u6c42\u968f\u667a\u80fd\u624b\u673a\u7b49\u4ea7\u4e1a\u94fe\u800c\u9010\u6e10\u8f6c\u79fb\u81f3\u4e2d\u56fd\u5927\u9646\uff0c\u9700\u6c42\u8f6c\u79fb\u6216\u62c9\u52a8\u5236\u9020\u8f6c\u79fb\uff0c\u4e0b\u6e38\u82af\u7247\u4f9b\u7ed9\u7aef\u968f\u4e4b\u5f00\u59cb\u8f6c\u79fb\u81f3\u5927\u9646\u3002<\/p>\n

\n\t<\/p>\n

\n\t\u56fd\u5185\u653f\u7b56\u52a0\u901f\u534a\u5bfc\u4f53\u884c\u4e1a\u53d1\u5c55\u3002 \u8fd1\u5e74\u6765\u6211\u56fd\u96c6\u6210\u7535\u8def\u6276\u6301\u653f\u7b56\u5bc6\u96c6\u9881\u5e03\uff0c \u878d\u8d44\u3001\u7a0e\u6536\u3001\u8865\u8d34\u7b49\u653f\u7b56\u73af\u5883\u4e0d\u65ad\u4f18\u5316\u3002\u5c24\u5176\u662f 2014 \u5e74 6 \u6708\u51fa\u53f0\u7684\u300a\u56fd\u5bb6\u96c6\u6210\u7535\u8def\u4ea7\u4e1a\u53d1\u5c55\u63a8\u8fdb\u7eb2\u8981\u300b\uff0c\u5b9a\u8c03“\u8bbe\u8ba1\u4e3a\u9f99\u5934\u3001\u5236\u9020\u4e3a\u57fa\u7840\u3001\u88c5\u5907\u548c\u6750\u6599\u4e3a\u652f\u6491”\uff0c\u4ee5 2015\u30012020\u30012030 \u4e3a\u6210\u957f\u5468\u671f\u5168\u529b\u63a8\u8fdb\u6211\u56fd\u96c6\u6210\u7535\u8def\u4ea7\u4e1a\u7684\u53d1\u5c55\uff1a\u76ee\u6807\u5230 2015 \u5e74\uff0c\u96c6\u6210\u7535\u8def\u4ea7\u4e1a\u9500\u552e\u6536\u5165\u8d85\u8fc7 3500 \u4ebf\u5143\uff1b\u5230 2020 \u5e74\uff0c\u96c6\u6210\u7535\u8def\u4ea7\u4e1a\u9500\u552e\u6536\u5165\u5e74\u5747\u589e\u901f\u8d85\u8fc7 20%\uff1b \u5230 2030 \u5e74\uff0c\u96c6\u6210\u7535\u8def\u4ea7\u4e1a\u94fe\u4e3b\u8981\u73af\u8282\u8fbe\u5230\u56fd\u9645\u5148\u8fdb\u6c34\u5e73\uff0c\u4e00\u6279\u4f01\u4e1a\u8fdb\u5165\u56fd\u9645\u7b2c\u4e00\u68af\u961f\uff0c\u5b9e\u73b0\u8de8\u8d8a\u53d1\u5c55\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

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