Shang Rui and Chen Hao, Beijing Huaxing Wanbang Management Consulting Co., Ltd

August 21, 2023

近期国内半导体行业的热点可以用两个“有点多”来描述，一个是中国芯群体中上市公司股价闪崩的有点多，另一个是行业和企业的活动有点多。前者说明了许多国内芯片设计企业（fabless商业模式）的市场过度集中于以智能手机为主的消费电子，该赛道的疲弱带来芯片企业盈利的大幅度下滑；后者则说明了行业还在推动新的应用机会。北京华兴万邦管理咨询有限公司（华兴万邦）认为数字化转型和信息基础设施建设是目前和未来几年最重要的机会，大家应该去积极进入新的赛道。

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该道路和商业模式已经得到过验证，如国际领先的处理器IP和开发工具提供商Codasip提供RISC-V处理器IP和软硬件一体化设计工具Codasip Studio，自2014年该公司成立以来，采用其IP和工具设计的CPU/DSP芯片的发货量已奔向30亿颗；同时该公司还与IAR及SmartDV这样的领先工具和IP厂商合作，形成了可支持高性能和高质量处理器和SoC的完整体系。作为RISC-V基金会的创始成员，该公司将于8月23-25日参加基金会在北京举办的“2023 RISC-V中国峰会”（展台：C4 – Codasip），并将发布题为“RISC-V • 定制计算 • 软/硬件协同设计”的主题演讲。

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