一般來說，中國(guó)企業(yè)給人的印象，便是制造廉價(jià)產(chǎn)品，以及針對(duì)中國(guó)國(guó)內(nèi)市場(chǎng)。然而，北京兆易創(chuàng)新科技(GigaDevice)總裁朱一明認(rèn)為，中國(guó)的無(wú)晶圓廠芯片應(yīng)該超越擁有13億人口的中國(guó)，將目光放在全球共擁有60億人口的開發(fā)中國(guó)家。 地球上有超過70億的人口，朱一明指出，“其中10億居住在發(fā)達(dá)國(guó)家的人口，已經(jīng)有機(jī)會(huì)嘗試或購(gòu)買iPhone。另外有60億人口仍然渴望著數(shù)碼生活，但他們卻負(fù)擔(dān)不起iPhone?！? 如果說在填補(bǔ)數(shù)字落差的鴻溝時(shí)，中國(guó)無(wú)晶圓廠半導(dǎo)體公司能發(fā)揮任何影響力的話，那么，低成本產(chǎn)品就是中國(guó)最大的優(yōu)勢(shì)。以中國(guó)的無(wú)晶圓應(yīng)用處理器供貨商瑞芯微 (Rockchip)為例，該公司為中國(guó)制7英寸平板電腦提供CPU，另外，泰國(guó)政府的“每個(gè)兒童一部平板電腦”計(jì)劃也采用了該公司的處理器。 朱一明強(qiáng)調(diào)，對(duì)中國(guó)來說，要放眼全球確實(shí)還需要更多時(shí)間，不停淬練數(shù)字技術(shù)才有可能趕上西方企業(yè)?！霸谙乱粋€(gè)10年內(nèi)為仍然有著60億貧窮人口的消費(fèi)市場(chǎng)做努力，將會(huì)讓中國(guó)有充份的時(shí)間成長(zhǎng)，”他說。 這個(gè)觀點(diǎn)可能有點(diǎn)太過理想主義。 此外，我也不認(rèn)同中國(guó)為拓展市場(chǎng)空間而成為非洲“新殖民 主義者”的概念。

中國(guó)在非洲、巴西、印度和東南亞的投資。
uTDesmc

確實(shí)，中國(guó)商品(手機(jī)、電信基礎(chǔ)設(shè)施等)已經(jīng)在非洲取得長(zhǎng)足進(jìn)展。中國(guó)的產(chǎn)品也正在積極地前進(jìn)巴西、東南亞和印度市場(chǎng)。

中國(guó)的直接對(duì)外投資。
uTDesmc

本文授權(quán)編譯自EE Times，版權(quán)所有，謝絕轉(zhuǎn)載 本文下一頁(yè)：如何迎合發(fā)展中國(guó)家的需求？

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• X-FAB發(fā)布業(yè)界首個(gè)3D MEMS平臺(tái)，助無(wú)晶圓廠快速切入3D慣性傳感器市場(chǎng)
• 本土無(wú)晶圓廠業(yè)者們真正需要的策略
• 無(wú)晶圓廠經(jīng)營(yíng)模式在14nm的雞血下仍將堅(jiān)挺uTDesmc

{pagination} 朱一明認(rèn)為，中國(guó)有著絕佳機(jī)會(huì)去贏得這個(gè)被忽略的60億人口市場(chǎng)──這個(gè)市場(chǎng)中許多人都希望擁有一部智能手機(jī)。畢竟，大部分這些潛在的消費(fèi)者想要什么，都會(huì)與中國(guó)消費(fèi)者類似。 朱強(qiáng)烈地否認(rèn)中國(guó)會(huì)為了在發(fā)展中國(guó)家世界中取得成功而犧牲品質(zhì)。只針對(duì)低階市場(chǎng)的策略無(wú)論在中國(guó)、非洲、巴西、東南亞或印度，都是不可持續(xù)的。 我曾經(jīng)聽說過一些來自中國(guó)大量生產(chǎn)的智能手機(jī)和平板電腦都無(wú)法正常運(yùn)作。它們只是一些廉價(jià)的復(fù)制品。而過去一年來，許多廠商都已汲取教訓(xùn)并設(shè)法改善他們的產(chǎn)品。在中國(guó)銷售的第二代平板電腦和智能手機(jī)品質(zhì)確實(shí)獲得了改善。 為解決發(fā)展中國(guó)家的需求，中國(guó)需要時(shí)間去學(xué)習(xí)、改進(jìn)和創(chuàng)新。 中國(guó)的電子產(chǎn)業(yè)人士預(yù)測(cè)，未來幾年內(nèi)這個(gè)產(chǎn)業(yè)將出現(xiàn)兼并浪潮。許多只會(huì)生產(chǎn)“me-too”產(chǎn)品的公司彼此展開激烈的價(jià)格戰(zhàn)。而這也是為何有些公司勢(shì)必得退出市場(chǎng)的主要原因。 GigaDevice朱一明同意，他表示，在中國(guó)有太多的無(wú)晶圓廠半導(dǎo)體公司很容易得到政府資金援?！暗@些投資卻未能幫助他們?nèi)〉萌魏芜M(jìn)展?！? 撇開中國(guó)無(wú)晶圓廠產(chǎn)業(yè)的整合議我，我不禁想問：面對(duì)這60億人口的潛在消費(fèi)者商機(jī)，美國(guó)的芯片和系統(tǒng)公司又有什么策略？大多數(shù)時(shí)候，他們都只大略地提到“金磚四國(guó)”。 而針對(duì)這個(gè)問題，他們?cè)⒅剡^嗎？ 本文授權(quán)編譯自EE Times，版權(quán)所有，謝絕轉(zhuǎn)載 編譯： Joy Teng 參考英文原文： Yoshida in China: Whither the neglected 6 billion?，by Junko Yoshida

相關(guān)閱讀：
• X-FAB發(fā)布業(yè)界首個(gè)3D MEMS平臺(tái)，助無(wú)晶圓廠快速切入3D慣性傳感器市場(chǎng)
• 本土無(wú)晶圓廠業(yè)者們真正需要的策略
• 無(wú)晶圓廠經(jīng)營(yíng)模式在14nm的雞血下仍將堅(jiān)挺uTDesmc

{pagination} Yoshida in China: Whither the neglected 6 billion? Junko Yoshida BEIJING – It’s hard to argue against the widely held notion that the weaknesses of China’s fabless companies lies in their inability to go beyond the Chinese market. Put more bluntly, Chinese companies are content with making cheaper products for the domestic market. [Get a 10% discount on ARM TechCon 2012 conference passes by using promo code EDIT. Click here to learn about the show and register.] Yiming Zhu, CEO and president of fabless company GigaDevice, takes the argument to another level: The target market for Chinese fabless chip companies should extend beyond the 1.3 billion people in China and reach out to the 6 billion inhabitants of the the developing world. Of the earth’s current population of more than 7 billion, Zhu points out, “one billion people in the developed countries have already had a chance to try or buy iPhones. There are six billion people in the pool who also want digital life, but can’t afford iPhones.” If China’s fabless companies can play a role in filling the digital divide with low-cost products, more power to China. (Rockchip, China’s fabless apps processor vendor, for example, is supplying its CPU to 7-inch media tablets made in China. They are being purchased by Thai government for its “One Tablet Per Child” program.) Zhu also stressed that this strategy might actually buy time for China to buy time, hone its digital skills and catch up with the West. Pursuing a market of 6 billion poor consumers over the next decade “will give China time to grow,” he said. The view may be a little too utopian. Moreover, I don’t subscribe to the notion of China being Africa’s "new colonialists" cultivating a new geopolitical market. China's investment in Africa, Brazil, India and South East Asia It is true that Chinese goods (cell phones; telecom infrastructure, etc.) are already making deep inroads in Africa. Chinese products are also being pitched aggressively in Brazil, Southeast Asia and India. China's outward foreign direct investment Zhu believes China has a good chance to grab a chunk of this overlooked 6 billion who would love to have a smartphone. Much of what these potential consumers want, after all, is mirrored by the desires of the Chinese consumers. Zhu vehemently disagreed that China can succeed in the developing world by sacrificing quality. Aiming for the low end of the market isn't sustainable for China, nor will it be tolerated in Africa, Brazil, Southeast Asia or India. I’ve heard from several Chinese sources that a lot of first-generation smartphones and media tablets flooding the Chinese market didn’t work properly. They were merely cheap knock-offs. In the past year, many vendors have learned their lesson and improved their products. The quality of second-generation tablets and smartphones sold in China has improved. Addressing the needs of the developing world buys China time to learn, improve and innovate. Chinese industry sources predict a wave of consolidation over the next few years. A passel of me-too product companies beating up one another on price isn’t just a caricature of today’s China fabless industry. It’s also the reason why some must die. GigaDevice’s Zhu agreed, saying he there are too many fabless companies backed by easy government money. “These little investments didn’t help them get anywhere.” Setting aside consolidation of the China fabless industry, we ask: What is the strategy of U.S. chip and system companies for cornering those 6 billion potential consumers? Do they even have a rough outline, beyond paying the usual vaguely colonialist lip service to "BRIC" countries? For that matter, do they pay attention to them?