可持续性是俄罗斯电子工业的座右铭

E. Nezhnikova, Daniil A. Kopylov
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引用次数: 0

摘要

俄罗斯的电子工业就是一个例子,说明旧的生产方式是多么低效。在21世纪,大多数公司已经放弃了集成器件制造,从而将设计和生产分离。本文的主要目的是分析俄罗斯电子行业的发展前景,政府战略是一个巨大的支持因素。由于新型冠状病毒感染症(COVID-19),世界范围内的半导体贸易逆差进一步恶化,再加上对我国的出口制裁,使国内无晶圆厂企业和idm企业的未来增长受到阻碍,其稳定性也受到影响。作者运用归纳、演绎、分析、综合、类比和描述等方法,以俄罗斯和世界经济学家以及技术专家的科学论文为基础。政府的战略和增加的财政支持可能会产生积极的影响,并帮助现有的铸造厂。然而,减少对市场领导者的依赖(这是许多国家梦寐以求的)这一珍贵目标无法实现,因为大多数生产商在为其铸造厂购买设备之前都要排很长的队。因此,最好的情况是希望升级的制造商的二手光刻系统。这对微控制器的可持续发展是足够的,但阻碍了俄罗斯无晶圆厂公司的高科技抱负。与此同时,这个问题并不仅仅局限于俄罗斯——许多国家已经意识到生产本地化的必要性,并将其重点从自力更生或进口替代转向与领先的代工厂合作。
本文章由计算机程序翻译,如有差异,请以英文原文为准。
Sustainability qua maxim of Russia’s electronics industry
Electronics industry in Russia is an example of how inefficient old approaches to production can be. In XXI century, most companies have abandoned integrated device manufacturing, thus separating design and production. The main goal of this article is to analyze prospects for development of electronics in Russia with Government strategy being a huge supporting factor. Worldwide deficit of semiconductors, worsened by COVID-19, together with export sanctions imposed upon this country put a strain on both national fabless companies and IDMs, depriving them from future growth and undermining their stability. The authors employ induction, deduction, analysis, synthesis, analogy, and description, basing their work on scientific papers of the Russian and world economists as well as tech specialists. Government strategy and increased financial support may generate positive impact and assist existing foundries. However, the cherished goal of reducing dependency on market leaders (which is coveted by many nations) cannot be achieved as most producers stand in a long line before they can purchase equipment for their foundries. Therefore, the best-case scenario implies second-hand lithography systems from manufacturers wishing to upgrade. This is sufficient for sustainable development of microcontrollers but hinders high-tech aspirations of fabless companies in Russia. At the same time this issue is not limited to Russia alone - many countries have realized the need for production localization and changed their focus from either self-reliance or import substitution to partnership with leading foundries.
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