中国CIO须制定芯片供应战略应对美国的高性能处理器对华出口管制政策.pdf

1、 2023 Gartner,Inc.and/or its affiliates.All rights reserved.Gartner is a registered trademark of Gartner,Inc.and its affiliates.This presentation,including all supporting materials,is proprietary to Gartner,Inc.and/or its affiliates and is for the sole internal use of the intended recipients.Because

2、 this presentation may contain information that is confidential,proprietary or otherwise legally protected,it may not be further copied,distributed or publicly displayed without the express written permission of Gartner,Inc.or its affiliates.Roger Sheng研究副总裁中国企业的CIOCIO们必须建立关键的芯片策略以应对禁运风险1 2023 Gartn

3、er,Inc.and/or its affiliates.All rights reserved.RESTRICTED高性能芯片是IT产业皇冠上的钻石2 2023 Gartner,Inc.and/or its affiliates.All rights reserved.RESTRICTED关键议题1.美国的先进芯片禁运对中国企业有多大的影响？2.如何制定芯片供应策略应对未来中美竞争局面？3 2023 Gartner,Inc.and/or its affiliates.All rights reserved.RESTRICTED关键议题1.美国的先进芯片禁运对中国企业有多大的影响？2.如何制定

4、芯片供应策略应对未来中美竞争局面？4 2023 Gartner,Inc.and/or its affiliates.All rights reserved.RESTRICTED美国的先进芯片禁运对中国企业有多大的影响？5 2023 Gartner,Inc.and/or its affiliates.All rights reserved.RESTRICTED云服务操作系统/平台网络基础设施计算设备（服务器，PC）MPU（通用微处理器），GPU，FPGADRAM，NAND，有线/无线连接芯片网络处理器，Wired/Wireless网恋芯片4G/5G基带芯片，高速接口芯片显示驱动芯片，输入输出转换

5、芯片软件适配与硬件兼容性高速DRAM，大容量存储芯片电源管理芯片，传感器芯片，安全芯片应用处理器，微控制器，传感器芯片有线/无线连接芯片，数模转换芯片芯片是支撑ITIT产业和数字化的基础设施应用6 2023 Gartner,Inc.and/or its affiliates.All rights reserved.RESTRICTED实体名单高性能计算出口禁令先进芯片相关出口禁令针对特定中国科技公司针对特定高性能计算芯片覆盖所有国内先进芯片制造（包括国际企业在华工厂）美国对中国高科技行业的制裁和禁运正在升级7 2023 Gartner,Inc.and/or its affiliates.All

6、 rights reserved.RESTRICTED47.5%19.2%7.8%9.0%8.5%7.7%49.6%16.9%9.0%8.9%7.8%7.6%美国韩国欧洲日本中国台湾中国其他202120222021排名2022排名半导体公司名2021营收（百万美元）2022营收（百万美元）2022成长率全球市场份额11Samsung Electronics73,197 63,823-12.8%10.6%22Intel72,701 58,436-19.6%9.7%53Qualcomm27,293 34,780 27.4%5.8%34SK hynix37,192 33,505-9.9%5.6%45