Advantech PCE-5B06V-00 電子發燒友網報道（文/李彎彎）一直以為家電的芯片供應很穩定，而最近幾乎所有家電都傳出因為原材料不足而漲價的消息，更令人驚訝的是，原來家電芯片超過90% 來自國外。
近幾年美國不斷加強芯片的出口限制，不少家電廠商已經嗅到未來可能被斷供的風險，已經逐步布局芯片的研發和制造，同時這些家電廠商對于和國產芯片廠商合作的意愿也在強化。
另外節能和智能化的加速推進，使得家電對芯片的需求也在升級，整體而言家電芯片市場呈現增長態勢，這對于芯片廠商來說無疑也是一個可探索的方向。
家電芯片自給率不高
中國科學院微電子研究所主任王云去年12月在順德舉行的家電科技學術年會上指出，國內家電行業芯片市場約500億元人民幣，本土配套率僅5%。
在過去很多年，業界似乎并沒有覺得家電芯片的供應存在多少問題，可是近幾年，美國不斷加強對芯片的出口管制，雖然暫未涉及到家電領域，但是，隨著家電行業逐漸朝著智能化發展，未來被斷供的危險還是存在。
也因此已經有不少家電廠商積極布局芯片。TCL科技近日發布公告稱，擬與TCL實業共同設立TCL半導體公司。該公司表示，TCL半導體將對上下游關聯產業需求量較大的芯片類別，如驅動芯片、AI語音芯片進行重點開發。在半導體功率器件領域，TCL半導體擬進一步擴大產能，提高器件業務核心技術能力。
海信則很早就涉足芯片研發，2005年研制成顆自主知識產權的數字視頻處理芯片，2019年6月，海信重整芯片業務在青島成立青島信芯微電子科技有限公司。據此前報道，信芯微的屏端驅動芯片（TCON）已經覆蓋從高清到8K超高清全系，2020年TCON 芯片出貨量超4000萬顆，累計出貨已達1億顆，目前全球占有率超過50%，穩居。
美的也于今年1月份完成成立半導體公司美墾半導體，該公司的經營范圍包括電力電子元器件，半導體分立器件，變壓器、整流器和電感器，集成電路等，事實上在2019年美的就已經布局空調芯片，并形成量產。
格力也早早布局芯片領域，2018年5月董明珠在接受采訪時稱，計劃在未來3年投入500億元用于芯片研發制造，2018年8月，其全資子公司珠海零邊界集成電路有限公司成立，該公司專注設計開發空調等家電的主控芯片和功率器件芯片。
從家電芯片目前的自給率來看，未來存在很大的替代空間，另外更值得注意的是，在智能化和節能化的驅動下，家電芯片存在很大的增量市場。
Advantech PCE-5B06V-00
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