????????èµ?????为è???äº??¼ç??????ï¼?

????è¿??¥ï?ç¬???代å??导ä???è¿??°ç??´ï????½æ°§??????究å??å¾?ç³»å??è¿?å±????¨ç?¸å?³æ?????????ä¸?ï¼?????ç±»è?¡æ¶¨?¿å?¶ç??ï¼?ä»?年以?¥ï?WIND???????°ç´¯è®¡å¤§æ¶¨è?20ï¼???

????è¿????????¿å??大涨???????ä¹?ï¼??????¿å???´ä?ä¼°å?¼æ°´å¹³å?ä½?ï¼????½å?¨è????é¢???è¿????????å±??ºé??ï¼???导ä?è¡?ä¸?ä¸????ç»???é¢????´ç??好ï?

????对æ?ï¼?ä¸??½å?ºé???¥è?????访ä?

??????¡º?¿å???¨ç????导ä?????产ä??ºé??ç»???å¼?????

?????¶å???????µè·¯?ºé??ç»??? ?¹å»º

?????½æ³°CES??导ä?????ETF?ºé??ç»????¾å???

?????½è??å®???????èµ??¨æ?§è??£ä????½è??å®?ç§????¨å???ºé??ç»??? æ½???

????å¹³å??ºé??ç»???ç¿?æ£

?????¿å??ä¹????ºé??ç»??? å°¤å?½æ?

????å¤????©å¥½??ç´??©æ?¨è?????¿å??大涨

????ä¸??½å?ºé???¥ï??»å¹´???????°ç´¯è®¡å¤§è·?è¿?30ï¼?????ä»?年以?¥ï???两个å¤???ï¼????????°å°±å·²ç?大涨è¶?20ï¼?ï¼????????ä¹?ï¼?

????å¼?????ï¼??»å¹´?¨ç??????????????è°?ï¼?è¿????¢æ?¢æ??è¡?ä¸??¨æ????????ï¼?ä¹????´ä?èµ?????ºæ??¨æ?§ç????????????è¡?ä¸???º«?·æ?????¾ç???¨æ???§ç?¹å?ï¼????°æ???????°ã??产å???´æ?°ã??åº?å­?è°??´ç?å¤?????ç´???å½±å????

???????¨å?»å¹´ä¸???å¹´å??大å???????¨å?å­?å·²ç?è§?顶ï??¨å??????åº?å­?å¤?äº?é«??¹ï???ä¹??ºç?°ä?ä¸?è½??å­?æ¶?????ï¼??¨è?ç§????µä????????°é??æ¸??¿å?????þ@?ç¾????¨ä??»å¹´ä¸???å¹´å?å§?å¿????????å¦?????ç­?é«?ç§???è¡?ä¸?å®?è´¨å????äº??¿æ??ä½??©ç?????ï¼????????¨ç??æµ??¨æ?§æ?¶ç´§ï¼?ç§????¡å???°å?ºæ???¾ç??ä¸?è¡?èµ°å?¿ã??

????ä»?å¹´å¹´?????´ä????????äº?è¾?大ç??è½???ï¼?å¦?å¸??ºè?ä¸?æ­¥å??¾ã???°æ?????°æ¨¡å¼?å¸þ=?¥ç??ç®???å¢?????æ±?ï¼??????½å????å¿???å±???¸»???§ç????????????产è?½å¸¦?¥ç???©äº§??æ±?ï¼?令å?½å?????????°è???涨å???人ã???þ@?ï¼?ç¾????¨å?????????å¼±å??ä¹?????äº??¨ç?????????°ç??èµ°å?¿ã??

?????¾å???ï¼?è¿????????¿å????弹主è¦????°å??ºæ???½±??ï¼?å¸??ºä?æµ?ä¼????½äº§?¿ä»£??å¾?çª??´å??产ä??¿ç?????ç­?å¤?ä¸??????¹æ??????è¿???????ä¼°å?¼å??ç­¹ç??è¾?ä½?ï¼????¶è?????»å?å­??¥è?尾声ï¼??¨å??èµ???å¼?å§?å·þ?¾§å¸?å±??????¿å???? ?½äº§?¿ä»£?????ï¼??????¿å???·å??¿æ????èµ??ºä?ï¼?å¦???ä¸???年以æ¶?è´¹ç?µå?为主????????æ±?å¤???å°?????è¿??¥å?½äº§?¿ä»£?¨æ??+è¡¥å?å­??¨æ????è½?©±?¨ç??ä¼°å?¼ä¿®å¤??»è???

?????ºæ???¢æ?¥ç??ï¼???????????产ä??¨æ????? ¬???¿æ?????½äº§?¿ä»£è¿?å±?ï¼?TechInsights?¨å?¶æ???°æ?¥å??ä¸??é«?äº?2023å¹´æ?ºè?½æ???ºå?ºè´§????é¢?æµ??¼ã??ç¾??½è????ºæ??Counterpointè¿?????å¸???ä¸?份ç??究æ?¥å???¾ç¤ºï¼??¨ç??????è¡?ä¸?????表ç?°å?ºå?¨æ???§è????ç»????§ç?²è½¯ï¼?é¢?è®?023å¹´ä???å¹´å??ºå?ä¼?ä½?è¿·ï?ä½?é¢?计å??023å¹´ä???å¹´ï?å¸??ºæ????è¿??¥å???å¼?å¢??¿ã??

????æ½???ï¼????????°ç??涨è?å¾?å¾?ä¸?å¸??ºå?äº??¨ç??ç»?æµ???ç§???è¡?ä¸???é¢??????³ã???»å¹´???????°ç??ä¸?è·????½æ???±ä??°å??????å¸þ=?¥ç???¨ç??ä¾?åº??¾ç?ä¹±å????æ±?ä¸??????´ï?å°¤å?¶æ???¨æ±½è½þA?ä¸?ç­?é¢???????æ±????°æ???¶ã??

??????ä»?年以?¥ï??????¨ç????????æ¸?å¾??°æ?§å?¶å??ç»?æµ?å¤?????迹象ï¼?å¸??ºå?äº?ç§???è¡?ä¸?????????æ±???é¢???å¼?å§???????æ­¤å?ï¼??¿ç??¹é????¨å??大å?ç§???产ä?????????åºþ

?????þ@?ï¼?ä¸?äº?è¡?ä¸?????æ±?ä¹??¨é??æ¸?????ï¼?å¦?ChatGPT????ä¸???人工?ºè?½è?ä¸?ç­??½å?????????è¶??¥è?é«?????æ±???è¿?äº???ç´?综å??èµ·æ?¥ï????½æ????´è???????°å?¨ä?年以?¥å¤§å¹?ä¸?涨ç??????ä¹?ä¸???

?????¹å»ºï¼????¨ç????导ä?ä¸?è¡??¨æ??å½±å??ï¼?2022å¹´è?????¿å??ä¸?绩å????ï¼????????°èµ°?¿ç?²å¼±??ç»???äº?è¾??¿æ?¶é?´ç??è°??´ï???导ä??¿å???¸å??¨å??ä¸??¡ç??å¸??¼å·²ç»?è¢???缩å?°å?????ºé?´ï??????½äº§????????????人工?ºè?½ç?¸å?³ç????????æ±????¨ä»¥????导ä??¨æ????????é¢???ï¼???导ä??¿å??ä¼°å?¼æ????????ï¼???å¼¹è?å¤???

????ç¿?æ£?????»å¹´??季度以æ?¥ï?ç»?ç«?¡¥åº?å­???æ±??¢å?ï¼?使å?大å?é¢?????导ä?è¡?ä¸?å¸??ºä?è¡??¨æ??è§?åº????´ä?å±?äº?ä¿???§ä?涨ã??

????å°¤å?½æ?ï¼????????°ç??大å?æ³¢å?¨æ??å¤??¹é?¢å??ç´???

????é¦???ï¼?å®?è§??¹é????»å¹´?¨ç??ç»?æµ?ä¸?è¡?ä¸?æµ??¨æ?§æ?¶ç´§?¸å????ï¼?å¼????????¿å???¨å????ç§??????¿è?¡æ?´ä??ºç?°è?大å?åºþA??´ï???ä»?å¹´å?¨å?½å??ç»?æµ????¨ç??æµ??¨æ?§è¾¹??好转??é¢???ä¸?ï¼??¸å?³æ?¿å??ä¹???ä¹?è¿??¥å??å¼¹ã??

?????¶æ?ï¼?ä»?è¡?ä¸??ºæ???¢ç??ï¼??»å¹´??导ä?è¡?ä¸?å¤?äº??¨æ??ä¸?è¡??¶æ?ï¼???æ­¤è?????¿å???´ä??¾æ??å¤?¥½è¡¨ç?°ï???ä»?å¹´æ???§å?¨æ??è§?å¾?ï¼?ä¸???å¹´è?ä¸??ºæ???¢æ????è§?åº?????ï¼?å¸??ºå?¨æ?é¢???ä¸?ï¼??¡ä»·???½æ??????åº???

????ç¬??ï¼???å¿???°é?æ°´å¹³ç§????????¼º???¨å?¨æ???½é?è´¨é????å±???å¿??±ä?è·??????è¡?ä¸?????è¦??¹å??ä¹?ä¸?ï¼?è¿???对ä?ç§?????¸»???°ç???????¿ç???ç»??¨å?ºï?对æ?¿å??å½¢æ??æ­£é?¢æ?¨å?¨ã??

????????ï¼??°å?ç»?æµ???人工?ºè?½ç?????è¡?ä¸?ä¸?游æ?¿å????走强ï¼?ä¹??¨ä?å®?ç¨?åºþ???????å¸??ºæ??ç»???

?????????¿å???´ä?ä¼°å?¼è??¥å?????ºé?

????ä¸??½å?ºé???¥ï?å¦?ä½???å¾??????????¿å?????´ä?ä¼°å?¼æ°´å¹³ï?

????å¼?????ï¼??????¿å??????????°ç????è¦?????ï¼?ä¹????½å????¥ç?????¹é?????æ­¤å??ï¼??±ä??½é??å½¢å?¿ã??ä¾????³ç³»??è¡?ä¸??¨æ??ç­???ç´?ï¼??????¿å???ºç?°ä?è¾?大å?åºþ>??è°??´ã??å¦???ä»??´ä??¥ç??ï¼????©å???²æ?è¾??¿ä?äº??????°ï?å¦??³ä?????导ä?è¡?ä¸????°ï???»¥???ºæ?¥ç????ä»??¶æ????¨å???²è?ä½?ä½?æ°´å¹³????????16?¥ï?该æ????TMå¸?????ä¸?7.87??ï¼?å¤?äº???è¿???å¹?.88ï¼?????ä½??°ï?ä»?å¸?????è§?åºþ=?¥ç??ï¼??·æ???¾ç????èµ?ä»·å?¼ã??ï¼??°æ???¥æ?ï¼?WINDï¼?

????å½??¶ï?ä¼°å?¼æ°´å¹³å¹¶ä¸???????³å???èµ??¶ç??????ç´?????ä»????è¦???å¯?????è¡?ä¸????ºæ??? ¬???¿ç??????å¸??ºé???ç­?å¤??¹é?¢å??ç´???å½????¨ç??????产ä?æ­£å??¨å?¨æ????è¾?ä½?ä½??ºå??ï¼???å¤?ç§?åº??¨ç??è¿?????å±?ç»?????产ä?注å?¥ä??°ç??æ´»å??ï¼?é¢?计æ???¥å?¶å??´å?·æ??èµ?ä»·å?¼ã??

?????¾å???ï¼??????¿å?????°äº§ä¸?è¶??¿ä??¿ç?导å????????ç´?å½±å??ï¼????¨ç??????å°¤å?¶æ???è´¹ç?µå??¨æ??ä¸?è¡?å½±å??å½???ä¼°å?¼è?为å????ï¼?å¤?äº????²è?ä½?æ°´å¹³?????¥é?????»å?å­?ç»????????½å??ç»?æµ?ä¿??ï¼??????¿å???·æ??è¾?好ç????èµ??ºä???

????æ½???ï¼??±ä??????????产ä????¸å??ºç?ï¼???æ­¤å?¨å?¨ç??ç»?æµ???é«?????å±??????????°ç??大潮ä¸??????è¡?ä¸????°ä?è¶??¥è?å¤????³æ³¨????èµ????????¿å???¨ç?è¿?ä¸?段æ?¶é?´ç??è°??´ä???ï¼??????????¿å?????´ä?ä¼°å?¼æ°´å¹³ç?¸è?äº??»å¹´?´å????ï¼?????è¡?ä¸??©å¥½æ¶????ºæ?ä¸??¿ç??§æ?ºä??¶æ??ï¼???èµ??§ä»·æ¯??¸æ?¾ã??ä¸????²ä¼°?¼ç?¸æ?ï¼???导ä?设å???ä¼°å?¼æ°´å¹³æ?????设è???ä¼°å?¼æ°´å¹³ç?¥é???

?????¹å»ºï¼?ç»???è¾??¿æ?¶é?´ç??è°??´ï??????¿å?????´ä?ä¼°å?¼å·²ç»???æ¸?æ­¥å?¥å?????ºé?´ã?????¿å????ï¼?ä¸?????¨ç????导ä??¨æ???¸å?³ç??ä¸??¡ï??½ç?¶è¡¨è§?ä¼°å?¼ä??¶è?è´µï?ä½?å¸??¼å·²ç»?æ¯?è¾???????äº?????½äº§???¸å?³ç??ä¸??¡ï?ä¸?绩ä??´é?å¢??¿ï??¡ä»·æ²¡æ??æ¶?????³è?????è°??´ï?表è?ä¼°å?¼å·²ç»?è¾?为便å®?äº???

????ç¿?æ£??????????è¡?ä¸??´ä?ä¼°å?¼æ°´å¹³å?äº?æ¯?è¾?ä½???ä½?ç½??ä¸??¹é?¢ç?±ä??»å¹´???´ä?è°??´ï????¶ä??±ä?è¿?å¹´æ?¥ä?ä¸??????©å??¿ï?æ¶???äº???导ä?è¡?ä¸???é«?ä¼°å?¼ã??

????å°¤å?½æ?ï¼?å¦???以中è¯?????产ä????°ä?为å???§æ?¥è?ä¼°è?????¿å??ï¼?ä»?该æ???°ç??å¸?????ï¼?TTMï¼?è¿?5å¹´ç??æ³¢å?¨å?ºé?´æ?¥ç??ï¼?å½???ä¼°å?¼æ°´å¹³å?äº?ä¸???°é??è¿?ï¼?ä»?è¿?3å¹´ç??æ³¢å?¨å?ºé?´ç??ï¼?å½???ä¼°å?¼æ°´å¹³å??å¤?äº??¸å?ä½?ä½?????æ­¤ï?纵å??æ¯?è¾?ä¸?ï¼??????????¿å?????´ä?ä¼°å?¼æ°´å¹³å¹¶ä¸?é«???

????ä¸??½è????产ä???å±?空é?´å·¨å¤

????ä¸??½å?ºé???¥ï?ç¬???代å??导ä???çª??´ï????½æ°§??????究å??å¾?ç³»å??è¿?å±??????½å?¨è????é¢???è¿????????å±??ºé??ï¼???å±?空é?´å??ä½?ï¼?

????å¼?????ï¼????½å?¨è????é¢???????å±?空é?´å????广é??ï¼??¹æ??¸­?½å??导ä?è¡?ä¸???ä¼?ç»?计ï?2020年中?½è????å¸??ºè?模达??438亿ç???ï¼???æ¯?å¢???ï¼?ï¼?ä½??¶ä¸­????15.9ï¼??±å?½å??ä¼?ä¸?ä¾?åº???å½??????½å?¨è????产ä??¾ä?ä»??¶å??¨è?大ç??å·????ä¾?èµ??§ï?ä½?????ç§???æ°´å¹³??产ä??????ä¸????¹å??ï¼????½æ????å®??°ä???è·?è·????°â??并è??????°â??é¢?è·?????è½???ï¼??¨å?¨ç??????产ä?ä¸??????´é??è¦????°ä???

????å½??????½å?¨é??è®?????ï¼?5G?°æ???¥ç??6Gï¼???人工?ºè?½è????ï¼?ä¸?ä¸???æµ??¹è?ç®?????ï¼?ç­?é¢????·æ??ä¸?å®???ä¼??¿ï?ä¸?å·²ç??ºç?°ä?è¾¾å?°ä?????è¿?æ°´å¹³??产å??ï¼??·å?ä¸?å®????¥è?产æ??ä¼??¿ã????è¿?äº?é¢????½æ???ä»?ç§?????å±?????沿é???ï¼?ä¹??????¥æ?°å???è½????????°é©±?¨ç???¸å?é¢???ï¼??¨æ???¥ä????´å¤§????å±???

???????¶ï??¨è???????ºç?????é¢???ï¼???ä»???¨é??æ¸????´å?½å??????æ¯?å¦?ç¡??¶å????????ï¼????½å??寸å??以ä?è§??¼ç??ç¡??¶å???¹é?¢å·²ç»?å®??°ä??????¶³ï¼?并ä???寸æ?¶å???¹é?¢å??????¨ç??60ï¼?以ä???å¸??ºä»½é¢???å½??????½æ??¨ç§¯???¨è?12寸å??以ä?è§??¼ç??ç¡??¶å????产è?½å??ï¼?é¢?计å???为æ???½è????产ä???å±?????ä¸???ç¨?ç¢???ï¼??°æ???¥æ?ï¼?ä¸??½å??导ä?è¡?ä¸???ä¼?ï¼?

?????¾å???ï¼??ºæ??????¥ç??ï¼????¨ç??ç»?æµ?è¡°é????è¶??¿å½±??ï¼???????ä¸?游é??æ±??²è½¯?????»å?å­?ï¼?????ï¼?å°¤å?¶æ???°å???模æ??????ï¼?ä¾??¶å?äº???æ±???ä¸?å°??¨æ????ä¸??¿æ????ï¼?ç§??????°å?¨æ?????½äº§?¿ä»£ä»½é????????¿æ???©å¥½?»è?ä¸???ï¼?????ä¸??¿æ??ä¾??¶å?·æ?????½äº§?¿ä»£+ç§??????°é©±?¨å??¿â??两大??æ±?空é?´ã??

?????½äº§?¿ä»£?¹é???????ç¾?欧æ??ç»??ä¸??½è??????大é???¶ç???????å¦?æ­¤å??ç¾??½å???¡é?¨å?ä½?æ¸?????欧洲????æ³?æ¡?ç­?ï¼?ä¸?ï¼???è¦???ç»???大å?½äº§??导ä?设å?????????份é???æ¯?ï¼????¶é??è¿??????°æ????å¦?ç¬???代å??导ä?以å????è¿?å°?è£??????????????è¿??°æ?????°æ??????è¿??????步解?³ç?欧å??½å????è¿??¶ç???å°?????

????æ½???ï¼?æ°§å?????????代å??导ä?????ä¹?ä¸?ï¼????¶å?·æ??宽带????é«??µå?è¿?移ç??ç­?ä¼??¹ï?????è¢?¹¿æ³?åº??¨ä?é«??????µå??¨ä»¶??ç´???¢æ??¨ç?é¢?????ä¸??´ä»¥?¥ï??½å??????导ä????????¨ä»¶ï¼??¿æ??ä¾?èµ?è¿??£ï??¶ä¸­é«??§è?½è????å®??¨ä?èµ?è¿??£ã?????½å?¨æ°§??????究æ?¹é?¢å??å¾?äº?ä¸?ç³»å??è¿?å±?ï¼?è¿?表æ?????½å?¨ç???代å??导ä?é¢?????????°´å¹³æ??¨ä?????é«?ï¼????¥æ?????¨è?é¢?????å¾??´å?çª??´ã??

?????¤ä?æ°§å????????ï¼????½å?¨å?¶ä???导ä?é¢???ä¹???å¾?大ç????å±??ºé??????ä»??为碳??ç¡?产ä??¾å????导ä?设å?å°¤å?¶æ???³é?????????å±??ºé??æ¯?è¾?好ã??以ä?é¢???è¿???å¾??¿ç??è·??èµ°ï???å±?空é?´å???³ä??½å?????¸æ??宽产??线ã??为æ?´å??¶å???¶é??å·¥è?ºæ??ä¾?设å???è¿?å±???

?????¹å»ºï¼?ä¸?æµ·å???è¾¾å?½å??¸æ?ï¼?ä¸??½è????产ä?è¿???è¾?大ç??å·??ï¼???巨大??????å±?空é?´ã??é¦???????ºå??导ä?ï¼?è¿?????ä»???°é?¾å?°è?è¡??½äº§??çª??´ï?é¦???è¦?å®??°ç????8nm?¨å?½äº§??ï¼?????è¿???è¾?大ç??????空é?´ã???¶æ????¨ç?ä¸?代碳??ç¡?\æ°?????ï¼?ç¬???代氧????é¢?????è¦?è·?ä¸?ä¸?????è¿?æ°´å¹³??

????ç¿?æ£????ä»?????é¢????¨æ???¥ç??é«?ç«????????ï¼?é«?ç«?¨¡???????½è???ä¸?å°?????å±??ºé????æ­¤å???导ä?设å????????????¥å??å±?空é?´ä??¶å·¨å¤§ã??

????å°¤å?½æ?ï¼????½æ?¥æ??åº?大ç??????æ¶?è´¹å??ºå??丰å???åº??¨å?ºæ???ä½?å¾?å¤?????è¿?ä¾?èµ?è¿??£ï??½äº§????????æ¯???å¾???é«?ï¼??¹å?????¨ä¸­é«?ç«??????è¿?å¹´æ?¥ï????½ä?å·²ç?å½¢æ??è¾?å®??´ç???????µè·¯äº§ä??¾ï?ä½??¶ä¸­?????¶é???????¨æ?????ä»?ä¸??¨ç??é¢???æ°´å¹³??æ¯?è¾????¾ç??å·???????½å??导ä?产ä??¥é??è¡¥ç???¿ã??解å?³â???¡è??å­??????ï¼??½å?对æ?ä¹?ç»?äº?äº?大é???¿ç?????ï¼???æ­¤ï????½å?¨è????é¢???ä¸?æµ·å???å·??ï¼?ä¹??????¥å??å±????ºé???????????å¾?å¤???导ä?ç»???é¢??????½äº§????ä»?为个ä½??°ï??????°å????????空é?´ã??

????ä¸??½è????产ä???¸´???¡è??å­???????

????ä¸??½å?ºé???¥ï?ä¸??¨å??æµ·å???导ä?ä¼?ä¸??¸æ?ï¼??½å??ä¼?ä¸?å­??¨æ?????å·????????ï¼?

????å¼?????ï¼?ä»???导ä?è¡?ä¸????¾æ?¡å??å·¥æ?¥ç??ï¼???ä»??¨è?计ã??å°?æµ??¹é?¢æ??ä¸?å®???ä¼??¿ï????¨å?¶é????设è?è½?»¶??IP??设å???????ç­???????è¦??´è?ä¸?æ­¥ã??

????å°±è?å¤????????¥è?ï¼??½å????导ä?ä¼?ä¸?大é?¨å??è¿?ä¾?èµ?äº?è¿??£ï?å°¤å?¶æ???ç«??å¤????³é??????ï¼?å¦????»æ?ºã???»è???ºã????å­þ=??¸æ?ç§??CVDï¼??ºã??ç¡???ç­???è¿?äº?设å?????????ä¾?åº????°å?½é???¿æ²»ç»?æµ?å½¢å?¿ç??å½±å??ï¼????½å??´æ?????????ä¾?åº?ä¸????ç»??½å????导ä?ä¼?ä¸?å¸þ=?¥ä?ç¡???§å??é£??©ã??

????å°±æ?´ä?????°´å¹³æ?¥ç??ï¼??½å????导ä?ä¼?ä¸?è¿???ä¸?å®???å·??ï¼?å°¤å?¶æ???¨é??§è?½ã??ä½???????å°?å°ºå?ç­??¹é? ¬??ä¾?å¦?ï¼??¨å¾®?§å?¶å???MCUï¼?é¢???ï¼??½å??MCUä¼?ä¸?ä¸?æµ·å?MCUä¼?ä¸??¸æ?ï¼???ä½???16ä½???32ä½?产å????å¸?å±???è§??¼ã???§è?½ç??¹é?¢é?½æ??ä¸?å®????£å?¿ã??æ­¤å?ï¼??¨è????设è??¹é????½å????导ä?ä¼?ä¸?ä¹???è¦???é«???¸»???°è?½å??ï¼???å°?对å??¨ç?¥è?产æ????ä¾?èµ???

????ä½????¶æ??ä»??å­??¨ç???¸å?大ç????å±??ºé??ï¼?å¦??¿ç???????å¸??ºé??æ±???人æ????æµ?ç­???ä¾???äº?巨大???½å??å¸??ºï??½å????导ä?ä¼?ä¸????¥ç????å±?å°??´å??è¿?????

?????¾å???ï¼??¹æ??rost&ï¼?Sullivan?°æ????¨ç??????模æ??ICä¾?åº????ºæ???欧ç??½å?主å?ï¼?2019å¹´å?±å????7ï¼?å·þ@?³ç??å¸??ºä»½é¢?ï¼?è¡?ä¸??´ä????°å?ºè?为å???£ç???¼å???ä»??½å??å¸??ºæ?¥ç??ï¼????»äº§ä¸???究é?¢æ?°æ???¾ç¤ºï¼?2021年中?½æ¨¡?????????????ä»?ä¸?2ï¼?å·þ@?³ã?????¥è?¥å?½å???????????ä¸?æ­¥ç??´ï??½äº§?¿ä»£????????ï¼??½å???????????????è¿?ä¸?æ­¥æ??????

????æ½???ï¼?ä¸??¨å??æµ·å???导ä?ä¼?ä¸??¸æ?ï¼??½å????导ä??¸å?³ä?ä¸???å·??主è?ä½??°å?¨é?ç«???????EDAè½?»¶????è¿??¶ç??¸å?³ç??设å?ç­??¹é? ¬??

????è¿?è¿?ç¨?ä¸???????主è??¨ä??½å????å±???导ä?产ä????³å?????导ä?????å±???è¦??????¶ç???¹é????è§?模ç?æµ?ï¼?ä¾?èµ??????´ä¸ªç¤¾ä?产ä??¾ç???????????????¨ä?ä¸?游ç????建è?å°?ä¸?????ä¹???ï¼???导ä?ä¼?ä¸?????è¦???ç»??°å??å¹´æ?¥å??强è??¸»???°å???¸å????????????????¶ï???è¦??¨æ?¸å???????¸»???§ã???½äº§?¿ä»£??è¿?ç¨?ä¸?????ä¸??½å??导ä?产ä????¨ç??å½±å??????

?????¹å»ºï¼?æµ·å???导ä?ä¼?ä¸?ï¼????¡ä?????è¿????¶ç??????并ä??±ä?è§?模æ??åº?ï¼???????¸å?è¾?ä½????¨ç?¸å?å¤???é¢???ï¼?综å???§ä»·æ¯?é¢???è¾?å¤???以å?¶ç?为ä?ï¼??½å???导ä?ä¼?ä¸?5nm??æ¸???为主æµ?ï¼????½å??ä¼?ä¸?ä»??¨æ?¢ç´¢28nm???½äº§????

?????½å????导ä??°å?¨é??¸´????大æ????ï¼?1??设è??¹æ??½å??ï¼?2???¶é??设å???å·¥è?ºè?½å?????³ç¼ºå¤±ï?3???³é??????缺失??

????ç¿?æ£???½å????ä¼?ä¸??¨æ??äº?????è¿???æ³?å®??¨å??°è??¸»???§ï??¨æµ·å¤???ä¸?äº?å°??????¶è?ä¸?ï¼??????¡è??å­???????????

????å°¤å?½æ?ï¼?ä¸?æµ·å???导ä?ä¼?ä¸??¸æ?ï¼??½å??ä¼?ä¸???å·???´å??°å??¨ä??¶é??????????导ä?产ä??¾ç??ä¸?游ç?????????½ç????导ä?è¡?ä¸??¨å?æµ?é¢???å·²ç?¸å?????ï¼?设è?é¢???ä¹??¨å¿«??追赶ï¼?ä½??¨å?¶é??????ï¼??¹å??????è¿??¶ç????¶é??????ï¼??½å??ä¼?ä¸?ä¸?æµ·å???导ä?ä¼?ä¸????????¾å·®è·???

???????»ç????½å??è¿??¶ç???å±???主è?????ï¼??????´ä?游ç????导ä?设å???????ç­???????å·??????导ä?设å?????????????????°å?å­þ>???å¤?é¢???ï¼?å¾??¾ä?è¹´è??å°±ï???è¦??¿ç???????å¸??ºå??????产ä????????±å???¨å???ä¹???è¦??¶é?´æ?¥ç§¯ç´??éª????þ@?ï¼??¸å?³äºº????äº?夺ã??å¼?è¿?ä¸??¹å?»ä????½å??ä¼?ä¸?????¸´??ä¸?大æ??????

??????导ä?è¡?ä¸????¥ä¸¤å¹´æ???åºþ@????

????ä¸??½å?ºé???¥ï?ä»?????å·²ç????²ç??ä¸?绩é?????å¹´æ?¥æ?¥ç??ï¼???导ä?è¡?ä¸???????¨æ??å¦?ä½?ï¼???导ä?产ä??¾ç???????åºþ@?ä½?ï¼?

????å¼?????ï¼??¹æ??ind?°æ???计ï?????023å¹???16?¥ï?ä¸?¿¡??导ä?è¡?ä¸??¿å??ä¸???82家å???¸å???äº?2022å¹´ä?绩é???ï¼??¶ä¸­39家年?¥é?å¢?????导ä?è¡?ä¸??¨å?½äº§?¿ä»£??????ä¸?ï¼??´ä?ä¸?绩æ?????¹å??ï¼?ä½?å½?????导ä?è¡?ä¸?ä»???¸´??ä¾?åº??¾ç´§å¼?????????涨价???????¶é?ç­???????å½?????导ä?è¡?ä¸?æ­£å??¨å??¨æ??ä¸???¨å?»å?å­????¶æ?ï¼??¨å?»å¹´å¹´ç?åº?å­?è¾¾å?°é??¹å???±ä?æ¶?è´¹é??æ±???å¼±ç???ç´???å½±å???´ä?åº?å­???æ¸?ä¸???ï¼?并æ?????¨ä?å¹´ä???å¹´å?å§?ä¸?è½??°ç???¨æ????

?????¾å???ï¼????åºþ=?¹é???ä¸?游æ?°è?½æ?è½þ:??5G??AI???©è??ç½?ç­?å¤?é¢??±æ??©±?¨æ¨¡??????å¸??ºå??¿ã???¹æ??rost&ï¼?Sullivanç»?计ï???025å¹´å?¨ç??模æ??????å¸??ºæ??å¢??¿è??97亿ç???ï¼?20-25å¹?AGRçº?ï¼???

????ä¸??¹é????°è?½æ?è½þ>???µå?¨å????ç½????????ºè?½å??????模æ????????æ±?ï¼??þ???¹é?????è®???å±??????ºå???½å??级驱?¨æ¨¡??????å¸??ºå??¿ï?ä»?ä¿¡å?·é?¾å?°ç?µæ??¾ç??å¤?ç§?模æ????????????æ­¤å????????æ¶?费级??å·¥ä?级ç?©è??ç½?ç»?ç«??°é????å¿???å¢??¿ä??????¨å??模æ????????æ±???

????æ­¤å?è¿?????å¸??ºç?????????å¼?AI??ChatGPT?¥å??°å¤§è§?模æ?¨å¹¿åº?????¶â??è®???°æ??模å??ç®?æ³?+ç®???????è¦??¨å?ºç?模å??ä¸?è¿?è¡?大è?模é?è®??ï¼??¶å¸¦?¥ç??ç®?????æ±????????¨å?½å??GPUï¼??·å?并è?计ç??½å??ï¼????¼å?è®?????¨ç??ï¼?????GPUè¢?¹¿æ³?åº??¨ä?????????ï¼???CPU??FPGA??AI????????模å??产ä??¾ç??å¢??¿ã??

????æ½???ï¼?????¨æ????½±??????å¸??ºè¡¨?°ç??ä¸?ä¸???ç´?ï¼???å½???????设è?è¡?ä¸?ç¡?????°ä?????¨æ????å½±å????ä»?è¿?????å¸??ºè¡¨?°æ?¥ç??ï¼?????设è?è¡?ä¸???????¨æ??å¤?äº?ä¸?è¡??¨æ??åº??¨å?å¾????¶æ?????¶è??ï¼??????¨ç??ç»?æµ?å¤?????5G??人工?ºè?½ã???©è??ç½?ç­?é¢?????ä¸?????å±?ï¼?é¢?计è????å¸??ºç????æ±?å°?ä¼???æ­¥å???????æ­¤ï?ä¸???å¹´è????å¸??ºå??ä¸???æ¦???è¾?大ï?è¿?对ä?????设è?è¡?ä¸?????å±???å¸??ºè¡¨?°é?½æ???ä¸?§¯??????ç´???

??????导ä?设å??¹é??????åºþ??è¡????²è???ç»???å·²ä?2022å¹´å?ºæ?????å®????å·²ç?åºþA?订å??ä½?è°·æ??ï¼???ä»??为æ???¥ä¸¤å¹´ç?????åºþ=??????????

?????¹å»ºï¼?ä»????????²ç??ä¸?绩é?????å¹´æ?¥æ?¥ç??ï¼???导ä??¨æ??ä»?没æ??è§?åº?ï¼?ä½??½äº§??æ­£å?????¼ç???¨è???ä¸??¨ç????导ä??¨æ???¸å?³ç????导ä?产ä??¾ï????åºþ??è¾?为ä?è¿·ã????ä¸??½äº§???¸å?³ç????导ä?产ä??¾ï??½å??ç¾??½æ?¿ç??°å??????åºþ??è¾?é«?ï¼????³æ?????????½ã??

????ç¿?æ£???»å¹´??导ä?è¡?ä¸??¨ä?è¡??¨æ??ä¸????ä»????°ç??å¤??°è?计类??ä¼?ä¸??????©æ???µé?½å??¨å?å¤?å°?å°?ä¸?æ»???å±?? ¬????ä»??为ä?å¹´ä?季度ä¹???ï¼???导ä?产ä??¾æ??å¤????????½æ?§ã??

????å°¤å?½æ?ï¼?以ç?¸å?³å???¸æ?´ä?ä¸?绩衡??ï¼???导ä?è¡?ä¸???????¨æ??ä»?å¤?äº?ä¸?è¡?ä¹?ä¸??ä»?ç»???é¢?????ï¼??¶ä¸­?½äº§????è¾?ä½?ä¸??½å???ç»???????ä¸?游ç????ï¼????åºþ>?¸å?è¾?é«???

????ä»?????å·²ç????²ç??ä¸?绩é?????å¹´æ?¥æ?¥ç??ï¼???导ä?è¡?ä¸??????¸ä???è¾?为æ???¾ç??????ï¼?以å??导ä?ä¸?游è?å¤?为代表ç???½äº§???¸å?³å???¸ï?2022å¹´ä?ä¿???äº?è¾?å¿???¿ï?ä½?以å??导ä?设è????¸ä¸ºä»£è¡¨????ä¸???导ä?è¡?ä¸?????¨æ???¸å?³åº¦è¾?é«??????¸å??ä¸?绩ä?å¤????³ã??

?????³æ³¨æ¨¡æ????????ä¸?人工?ºè?½ç?¸å?³é?ç®???????ç­?é¢???

????ä¸??½å?ºé???¥ï?å±????¨å¹´ï¼???导ä?è¡?ä¸?????¸»è¦????????èµ??ºä???»¥????ï¼???导ä?è¡?ä¸?ä¸????ç»???é¢????´ç??好ï?

????å¼?????ï¼??¹æ??º§ä¸??¾ç???ï¼???导ä?è¡?ä¸???»¥??为ä?游ã??ä¸?¸¸??ä¸?游ä?ä¸??¨å????ä¸?游å??????导ä?设å???????ï¼?ä¸?¸¸????????设è????¶é????å°?æµ?ï¼?ä¸?游å??????ç§?åº??¨é??????¶ä¸­ï¼?ä¸?游å??ä¸?¸¸???¸å?????ï¼?ä¹????½å???????¸å???å¼±ç?????????¨æ?¶å??????ç»??©äº§???½äº§??è¿?ç¨???????大è??¿ä?ï¼?ä¸?游å??ä¸?¸¸??ä¼?ä¸?????????äº??¿ç???????å¸??ºé??æ±???ä»·æ?¼æ???? ??

?????·ä??¥è?ï¼??¨ä?游é?¨å??ï¼??»è????æ¸?æ´?两个ç»???èµ??????½å??è¿?å­??¨è?大ç??è¿??£æ?¿ä»£ç©ºé?´ã???»è?????????¶é??è¿?ç¨?ä¸??????缺ç???³é??·¥åº?ä¹?ä¸?ï¼?对è?????§è?½ã????????????????è¦?å½±å????æ¸?æ´????????¶é??è¿?ç¨?ä¸??é¡»è?è¡?????è´¨ä?è¯?å·¥å?ä¹?ä¸?ï¼?对è???????????????§å??寿å?½æ????è¦?å½±å????

?????¨ä¸­æ¸¸é?¨å??ï¼?å­??¨å?¨å???»è?IC两个ç»???èµ?????æ±???巨大??å­??¨å?¨æ???°æ????¨ä?å¤??????¸å???件ä?ä¸?ï¼??¨ä?计ç???人工?ºè?½ç??ºæ?????巨大????æ±?æ½??????»è?IC????°å??ç§????½ä?ç®?æ³????¸å???件ä?ä¸?ï¼???G??ä¿¡ã??汽车?µå?ç­??ºæ?????广æ???åº??¨å??????

?????¤æ?ä¹?å¤?ï¼???导ä?è¡?ä¸?ä½?为ä?ä¸??´ä?ä¹???常å?¼å???èµ?????ç»?????????

????å°¤å?½æ?ï¼?ä»??¨å¹´ç»´åº¦??ï¼???导ä?产ä??¾ä¸­?·æ???¿æ?????¿é?»è?以å??å¢??¿ç¡®å®??§é???ç»???é¢???ï¼?ä»????³æ³¨???¹ã??

?????½å????导ä????¸ç???¸å????¿é?»è?å°±æ???½äº§????????ç»?????ï¼???æ­¤å?½äº§????æ±?è¿??????½äº§????è¾?ä½???????ï¼????¥ç???¿æ??å¢??¿ç©º?´ä?ç¡???§ä?é«?ï¼?è¿?主è???ä¸??¨å??导ä?è¡?ä¸???ä¸?游ï??????计ç????ä¸?游ç???µå?设è????¨å??è½?»¶ï¼??¶é??????ä¸?游ç???¨å??设å?????????设å??¶é?¨ä»¶ç­???

????对ä???导ä?设è????¸å??主è?ä»???æ±???è§?åºþ@?ºå??ï¼?汽车?ºè?½å??ä¸??½é?²ä¿¡????????¿ç?¸å?ç¡?????¹å??ï¼??¶ä¸­ä¸?äº????¸ä??¨å¹´ä¸?绩å????¥ç??ï¼??????·æ??ä¸??????§ä»·æ¯???

?????þ@?ï¼??ºä?å¹´å????导ä?è¡?ä¸??ºæ???¢æ????è¿??¥æ???¹ç??é¢???ï¼??¨è?ä¸??ºæ???¢æ???¹å????ï¼?ä¸?äº??¨æ???§è?强ç?????¸ä?å°??ºç?°æ??èµ??ºä???

?????¾å???ï¼??¨å¹´?¥ç??ï¼???ä»?»ºè®????¹å?³æ³¨ä»¥ä???ä¸????????èµ??ºä?ï¼?ä¸????è´¹ç?µå?å¤????¾ï?ç»?è¿??»å¹´ä¸???å¹´è?³ä???åº?å­??»å??ï¼?以æ???ºè????为代表ç??æ¶?è´¹ç?µå?æ­£å?¨åº¦è¿?è¡?ä¸?ä½?ä¼°ï????ºè?????¸å?³ç??????设è??¿å??????è¿??¥å???ï¼???èµ?å¼¹æ?§è?大ï?

????äº????????½äº§?¿ä»£????导ä?设å???????ï¼??¨è??¸»???§è?????é¢?计å?½å??ä»?å°???ç»???大å??导ä??¶é??é¢????????¥ï??½äº§??导ä?设å?????????份é???è¾?大ç??????空é?´ï?æ­¤å?ï¼?????ººå·¥æ?ºè?½ã???°å?ç»?æµ?ç­??½ä?大å????¨å?½å???¸å?³äº§ä¸??¾ç????æ±?ï¼??¸å?????导ä????????¸æ????è¿??¥è?好ç????èµ??ºä???

????æ½???ï¼?综å???¥ç??ï¼??±ä???导ä?设å??¶é????è¦????¥å·¨é¢???èµ?????????????¶å?·æ??è¾?é«????????¨æ???ä¸?ä¸??§ï??¶è?ä¸?å£????´ä?æ¯???导ä?设è?é¢????´é?ä¸?äº?ï¼?????设è?é¢????????·å??è¶??¿ï???ä»??¿æ???´ç??好å??导ä?设å?ï¼??´æ?¿æ???¨è?å¤?é¢????????ºä???

????æ­¤å?ï¼?ä»?ç»???é¢????¥ç??ï¼?模æ????????ä¸?人工?ºè?½ç?¸å?³ç??é«?ç®???????èµ??????????导ä?è¡?ä¸?ä¸?????³æ³¨??é¢???ï¼?ä¹??????¥ç????å±??¹å??ä¹?ä¸???å½????½å???¨æ¨¡????????é«?ç®???????é¢???????????产ä??ºç?æ­£å?¨ä?????强å??å®???ï¼??·å?è¾?强ç?????????¶é??驱å?¨å??ï¼??????¨æ???¥å??å¾??´å???????????ä¸???????

?????¹å»ºï¼?å±????¨å¹´ï¼???导ä?è¡?ä¸???è¡???è¿????¼å???å¾?????é¦???ï¼??½äº§???¸å?³æ????ï¼??????½äº§????ä¸???????ï¼??¸å?³å???¸ä?å¿??????¿ã???¶æ?ï¼??????¨ç????导ä??¨æ??????æ¸??¢å?ï¼?ä¸???导ä??¨æ???¸å?³ç?????¸å?å±??°å?ºå¼¹?§ã????次ï?人工?ºè?½æ?å¿?????å±?ï¼?ä¼????¨ç??????????°å???æ±?ï¼??¸å?³å???¸ä??¾è???¶ç????

????ç¿?æ£????导ä?设å?????é¢???????ä»??????????¿ï???å±?空é?´è?????巨大?????¶æ??ä»???好é?ç«????????以å??é«?ç«?¨¡???????½å??ä¼?ä¸???çª??´è?½å????

?????³æ³¨??导ä?设å???ä¸?人工?ºè?½ç?¸å?³ç??è½?¡¬ä»¶å???ºç?设æ?½ç?

????ä¸??½å?ºé???¥ï?ä»??´ä¸ªç§???èµ????¥ç??ï¼?å¦?ä½??????¥å?å±??ºé?????????????¿å??????é¢????´è??³æ³¨ï¼?

????å¼?????ï¼?ç§???èµ???????以ç??????°ä¸º?¸å?驱å?¨å????产ä?é¢???ï¼????????ç½???人工?ºè?½ã??äº?计ç????©è??ç½??????©å?»è?????°è?½æ?ç­???ä»??´ä¸ªç§???èµ????¥ç??ï¼???认为???¥å?å±??ºé?????????½é??常广??ï¼?ä½?ä¹???è¦??¹æ?????ä¸?????é¢???è¿?è¡?ç²¾ç????????????¤æ????

????ä¸??¹é????¨å???¿å??å·²ç?????并ä??·æ??è¾?é«???å¸??ºå????????ç«?äº?å£???ï¼?ä¾?å¦?äº???ç½???äº?计ç????°è?½æ?ç­???è¿?äº??½ç?¶ä???å¾?大ç??å¢??¿ç©º?´å?????°æ???ï¼?ä½?ä¹???¸´???¿ç???管ã???¨æ?·é??æ±???????è¡?ä¸???ä¸?º¦??é«?ç­???????对ç?¸å?³å???¸æ??ä»???è¦??³æ³¨ä¼?ä¸????¸å?ç«?äº?????å·????ä¼??¿ã??å¸??ºå?ä½??????©æ¨¡å¼?ç­??¹é? ¬??

?????þ???¹é????¨å???¿å??è¿?å¤?äº?èµ·æ??¶æ?并ä??·æ??è¾?é«????????¾åº¦??é£??©æ?§ï?ä¾?å¦?人工?ºè?½ã?????©å?»è?????è¿?äº??¿å??????巨大??å¸??ºç©º?´å??社ä?ä»·å?¼ï?ä½?ä¹???è¦??´å???èµ??????¥ã??人æ???¹å?»ã????????´å???¿ç?????ç­??¡ä»¶??对ç?¸å?³å???¸å???½æ?´é??è¦??³æ³¨ä¼?ä¸?????????????¢é????????è¡?ä¸?è¶??¿å??社ä?å½±å??ç­??¹é? ¬??

?????¾å???ï¼??¿æ???¥ç??ï¼??½å?正稳步å??°å?¶é??强å?½ç??????ï¼??¶é??ä¸?æ­£å?¨è??¥é?¿æ????¨æ??ï¼?ç¡????è¡?ä¸?ä¾????±æ????·å?è¾?好æ??èµ?ä»·å?¼ï?ä¹?å°?ä¸????¸å?èµ???活水è¿??¥å?ä½?ç»?æµ???ç§???èµ??????ºé??产å?????¹æ??èµ?äº?ç¬þ@???½å????¥ï??¥æ???³é???¸å??????ç§??????°è?½å??çª??ºç??ç§??????°å??ä¼?ä¸?ï¼?为é???????????©å?¨æ???¿ç??é«??°ç???ä¼?ä¸???ä¾?äº??´æ?¥è??èµ?便å?©ï??¨å?¨é?ç§???ä¼?ä¸?é«?è´¨é????å±?ï¼??þ???¹é???为è????´æ?¥æ??èµ?é«??°æ?????ä¸?ä¸???ä¼?è´¨æ??????ä¾??ºä?ï¼??©å??????????å®?ä½?ç»?æµ???å±???

?????¿å?å·¥ä??¥å?????ºè?????å¿?»ºè®¾ç?°ä»£??产ä?ä½?ç³»â??ï¼??¶ä¸­?°å?ç»?æµ???????社ä??¸å?ç«?äº??????¨å?¨ç?æµ?é«?è´¨é????å±?????è¦?????ï¼??´ç??°å?ç»?æµ??¸å?³ç??ä¿¡å????人工?ºè?½ã????ä¿¡æ?°å?ºå»ºï¼???ç»???¿ç???èµ???产ä?å¸þ@?¨ã??社ä?????????ä¸?ä¸??¹é?¢å???????大ç??å¸??ºç©º?´ï??·å???èµ??????ºä???è¿??¶ä¸­???°ç???¿å????é¢???ä¹???»¥???¹å?³æ³¨??

????æ½???ï¼??´ä??¥ç??ï¼???ä»??´å???³æ³¨??导ä?设å???ä¸?人工?ºè?½ç?¸å?³ç??è½?¡¬ä»¶å???ºç?设æ?½ã??å·¥ä?è½?»¶ä»¥å??å¾??????·å?¨ç?é¢?????å¸?å±??ºé????è¿?äº?é¢????½æ??????????¥ç????å±?è¶??¿ï?ä¹?????èµ?å¸?å±??????¹ä?ä¸?ï¼???è¦??³æ³¨è¡?ä¸????´ä?è¶??¿å?????¥ç????å±??¹å??ï¼?以å??°æ??èµ?ä»·å?¼ç????大å????

????æ­¤å?ï¼??°è?½æ?产ä????·ä??????¥é???¹å?³æ³¨???¹å??ä¹?ä¸???å½???ï¼?å¸??ºå?äº?空é?´å¤§??å¢???é«????¨å???°è?½æ?ç»???èµ???????ç»??äº?ä½?è¿·ï?ä½??¿æ???¥ç??ï¼?è¿?äº?ç»???èµ????·æ??è¾?é«???å¸??ºæ???????å±?空é?´ï???èµ?ä»·å?¼å?å§??¾ç?°ã??

?????¹å»ºï¼?ç§??????ä¸???产å?????¹å?????¨å?ä¸?ï¼?é«?ç§????¶é??ä¸?ï¼??¨æµ·??å¤?å·²ç?ä¸????°å??ä¸??½å??????¥é?åºþ:???»è?ç§???èµ???ï¼??ºä?纷å??????ä»?¸»è¦???好以ä¸???ä¸??¹å??ï¼?1????导ä??½äº§??ï¼?2??人工?ºè?½ç?¸å?³ç??è½???ç¡?»¶ï¼?3??AIGCï¼?4??绿è?²è?½æ?ï¼???ä¼???é£??µä»¥??å®?ä»????¨è?½é??å¥???æ°¢è?½ï?ï¼?5?????°è????

????ç¿?æ£??????æ¯?è¾???好æ?°å?ç»?æµ?ä¸?人工?ºè?½å??ä¿¡å??é¢???ï¼?ChatGPT??å¿???è¿?»£ä½¿å???ä»????°ä?人工?ºè?½å·¨å¤§äº§ä¸????°ä?对ç??产ç?ç»?产ç??äº????©æ?§ç???¨å??????¶ä¿¡??é¢???ä¹?ä»?å®??¨è?åºþ?¸ºäº§ä???å±???ä¾?äº???????

????å°¤å?½æ?ï¼?ä»??´ä¸ªç§???èµ????¥ç??ï¼??¨ä?å¹´ç?æµ?æ´»å?¨é??æ¸??¢å???æµ??¨æ?§ç???è¾¹é??好转???????ï¼????¥å?????´ä???好ã???·ä??¥è?ï¼???认为??»¥???¹å?´ç?äº???大æ?¥å?????ºç????å®??¨å??å±????¸å?³é???è¿?è¡?å¸?å±?ï¼???导ä?è¡?ä¸????????¶ä¸­ä¸?ä¸???è¦??¹å????

????æ­¤å?ï¼?计ç??ºè?ä¸????²ç???¿ç?è°??´ç???????¿å??ï¼?ä»?å¹´ä?绩ä?????è¿??¥å?°å???è½?????¶è?ä¸?ä¿¡å?????°å?ç»?æµ?ç­??¿ç?????ç»??¨è?以å??人工?ºè?½ç???????è¿?æ­¥ï?ä¹?è¿?ä¸?æ­¥æ??å¼?äº?è¡?ä¸???å±????³è±¡ç©ºé?´ï?????å¸þ=?¥æ?´å???èµ??ºä???

?????þ@?ï¼?ä»??¿æ??维度??ï¼?ä½?为å?½å?å®??¨æ???¸å?????å·¥è?ä¸?ï¼??¹å??????工信???????ºè?½å??????人å??ç­??¹å?????·å?¼å??³æ³¨??