在早期的时候,介绍过SOC,当时更多的是对行业整体进行了一个简单的介绍,随着AI眼镜、AI手机、智能驾驶等轮番发育,而SOC作为驱动各类智能设备核心中的核心,今天再次梳理一下。目前市场还是国际大厂主导,比如高通在手机市占率39%,联发科又覆盖中端手机、英伟达在智驾占据高端市场,台积电承担75%以上先进制程代工,因此国产替代也是短期的主要关注点,国内厂商从消费电子、AIoT切入,国产替代加速驱动逻辑...
Source Link在早期的时候,介绍过SOC,当时更多的是对行业整体进行了一个简单的介绍,随着AI眼镜、AI手机、智能驾驶等轮番发育,而SOC作为驱动各类智能设备核心中的核心,今天再次梳理一下。目前市场还是国际大厂主导,比如高通在手机市占率39%,联发科又覆盖中端手机、英伟达在智驾占据高端市场,台积电承担75%以上先进制程代工,因此国产替代也是短期的主要关注点,国内厂商从消费电子、AIoT切入,国产替代加速驱动逻辑...
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