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自研与否,是一个非常复杂的话题,对现代IC设计而言购买外部IP太正常了。到底什么程度是自研?这是一个没有讨论价值的话题。

PHY,包括Memory、Pcie、UFS以及Display等接口,业内基本都是买的

CPU Core,除了Apple、高通以及华为的旗舰产品之外,其他几乎都是标准的ARM Core,有啥区别?即使是华为,在2024的Kirin9000S之前,他也是整套的Arm公版方案。

那么NPU、DSP、ISP等组件呢?同样有着大量的IP授权以及魔改。

事实上,除了不了解行业内幕的投资者外,其他人压根不会、也不需要关心自研与否:

对业内人士,大家都在吃瓜,做得好不好不影响上班摸鱼
对用户,买的IP和自己做的,有啥区别?不都是用

除了情绪价值之外,自研与否与好不好用压根没有什么关系。

再说了,DPU也好,ISP也好,这些ASIC Like的小玩意,OPPO的ZEKU、VIVO的IC团队,甚至是荣耀都可以做出来。

#丁真说其他的东西



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自研与否,是一个非常复杂的话题,对现代IC设计而言购买外部IP太正常了。到底什么程度是自研?这是一个没有讨论价值的话题。

PHY,包括Memory、Pcie、UFS以及Display等接口,业内基本都是买的

CPU Core,除了Apple、高通以及华为的旗舰产品之外,其他几乎都是标准的ARM Core,有啥区别?即使是华为,在2024的Kirin9000S之前,他也是整套的Arm公版方案。

那么NPU、DSP、ISP等组件呢?同样有着大量的IP授权以及魔改。

事实上,除了不了解行业内幕的投资者外,其他人压根不会、也不需要关心自研与否:

对业内人士,大家都在吃瓜,做得好不好不影响上班摸鱼
对用户,买的IP和自己做的,有啥区别?不都是用

除了情绪价值之外,自研与否与好不好用压根没有什么关系。

再说了,DPU也好,ISP也好,这些ASIC Like的小玩意,OPPO的ZEKU、VIVO的IC团队,甚至是荣耀都可以做出来。

#丁真说其他的东西

BY 硬件观察 VER3.0 With HOMOLAB


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