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RISC-V效法ARM 成立赛昉科技标榜自主

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    有人预言,RISC-V或将是继Intel和Arm之后的第三大主流处理器体系。欢迎访问全球首家只专注于RISC-V单片机行业应用的中文网站

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    日前,上海赛昉科技有限公司正式发布全新英文名称及企业标识Shanghai StarFive Technology Co., Ltd。赛昉科技成立于2018年8月,总部位于上海,在公开宣传中称,作为国内独立的半导体企业,赛昉科技致力于继承并发展来自RISC-V发明团队的核心技术,使RISC-V尽快形成本土化的产品,并拥有完全自主知识产权


    这一幕的画风是否似曾相识?像不像当年ARM在中国设立ARM中国?


    估计是ARM的套路让他人看到了滚滚商机,各个有样学样到中国来“淘金”。这套玩法不仅不会对提升中国本土IC设计能力起到多少积极作用,反而会对国内这些一行一行自己写代码的RISC-V 阵营CPU公司造成巨大伤害

    赛昉科技标榜自主-01.jpeg



    一、ARM miniChina和赛昉科技都是外资专门针对中国设立


    此前,软银放弃ARM mini China的控股权之后,决定IPO,中资持股51%、ARM持股49%。


    虽然一些媒体和网友把这作为中国ARM阵营厂商不惧怕制裁的证据,但实际上,这只是在割韭菜。


    ARM mini China只是日本软银用于资本运作的空壳公司,ARM不可能将美国的研发中心迁移到中国,无非是把原本一个卖授权的业务部门变成一个可以资本运作的合资公司而已。


    而像硬核、软核授权,之前ARM没有在中国成立ARM mini China,一直就向大陆企业出售,HW、中兴都是ARM的大客户。像麒麟芯片从K3到麒麟990,在10年时间里所有的CPU核都是从ARM买的。


    即便是ARM 64指令集授权,ARM在几年前也卖给了KP、FT。


    然而,虽然花钱能从ARM那里买到IP授权,但是却买不到设计CPU的能力,而且一旦遭遇美国制裁,建立在ARM授权基础上的“花园洋房”将不堪一击,中兴事件和川普加码后,BBC爆料ARM断绝与HW的一切合作就证明了这一点。最关键的是,日资企业并不敢得罪美国,只会跟着美国的指挥棒走。


    赛昉科技的套路和ARM是类似的。


    赛昉科技前身其实就是曾经是sifive在国内的全资子公司,现在已经卖了80%股份。赛昉科技的技术源自国外,目前其实是拿sifive和伯克利的IP在国内倾销,根据官方的宣传“赛昉科技在成立第二年就实现了超过4000万的销售额”,熟悉IC设计行业的朋友都知道,一款成熟可以商用的IP是需要人才、金钱和时间堆砌的,这种第一年成立公司,第二年就销售4000万的情况,IP肯定不是国内工程师自己写的。从赛昉科技的高层人员来看,执行董事就是美国人,高管不少是美籍华人。在现阶段技术源自国外,且高管很多为外籍的情况下,标榜CPU技术自主是非常值得商榷的。


    赛昉科技标榜自主-02.png


    二、ARM miniChina和赛昉科技成立旨在收割韭菜


    此前ARM mini China IPO是一场非常彻底的资本运作。由于日本软银以310亿美元收购了英国ARM,即便不计算利息,收回投资需要88年。日本软银曾经宣称ARM公司将继续保持原有的管理体制,其商业模式不会受日本软银钳制。


    但投资人是趋利的,日本软银也急需从ARM身上攫取利润。更何况孙正义的数笔投资亏得一沓糊涂,比较渴望现金流。


    那么,最好的方式就是借助ARM资本运作,比如把ARM mini China的股权高溢价出售给中资和中国股民。


    如此一来,软银既可以依旧牢牢控股ARM,又能空手套白狼。毕竟ARM的主要研发中心在美国,核心技术也归属ARM,也就是说,ARM mini China基本就是一个“空壳公司”。


    日本软银以失去一个空壳合资公司的控股权为代价,回收部分收购ARM耗费的资金,这笔买卖在中国已然掀起“芯片热”的背景下可以大捞一把。


    一位业内人士就表示:ARM miniChina跑到成都七搞八搞试图打扮成中国公司然后试图到A股上市。这种借着国人对芯片的关心来个大转弯加速从中国掏钱的玩法真是五花八门。


    sifive也是类似,成立一个sifive china,然后把80%的股份卖给中国政府和投资人,再然后改个名字叫赛昉科技,然后摇身一变就成了自主CPU,并着手抢占市场。除了最后一步试图IPO之外,ARM做的,sifive也做了。


    另外,对于国内真正一行一行自己写代码的RISC-V CPU公司而言,赛昉科技的套路和标榜自主,无疑是一个巨大的威胁。


    三、资本下大棋


    一位网友表示:ARM从欧洲东移日本只是这个大棋的第一步。


    然而,这盘大棋只是一场国内外资本互相勾结的大棋,和中国发展自主可控的通用处理器事业毫无关系。


    诚然,参与者中有不少国有资本,让人看起来感觉是像国家意志。但现在国资委只管“资”,具体经营已经掌握在某些人手中了。国有资本和国企为皇协军张目打压内资企业的事情早已不是新闻,此前建广资本参与高通与大唐合资,打压紫光展锐就是典型案例。


    业内人士表示:ARM中国分离上市是厚朴方风雷主导,拉上中投和丝路基金出钱,然后做个套利赚股民钱,联合孙正义一起从中国外储掏钱部分还沙特王公,可以看出这种你好我好大家好吃公家的现代玩法吧......每个时代都有同样套路


    赛昉科技标榜自主-03.jpeg


    赛昉科技也是类似,下一步估计是倾销sifive的IP把体量做上去然后IPO,借助地方官府和资本市场还未消散的芯片热完美收割一波韭菜。


    近年来,随着自主CPU取得长足进步,以及受大环境影响我国掀起芯片热,Intel、ARM、高通、IBM等一大批西方寡头一改过去严格技术封锁的模式,纷纷前来成立合资公司或扶持代理人。其中有露骨一点的,比如高通与地方合资成立华芯通,Intel和澜起合作津逮CPU。也有隐蔽一些的比如ARM在中国合资成立ARM China,以及向国内企业进行授权,然后由获得ARM授权的单位标榜ARM CPU自主可控。


    赛昉科技的套路其实和ARM成立ARM China类似,都是在中国成立一个公司,ARM是找中方合作伙伴持股51%,然后配合国内外资本搭台唱戏割韭菜。sifive则是成立一个公司,然后把80%的股份卖给中方,空手套白狼,标榜自主迎合官府,在商业上进行倾销捞金。


    ARM、sifive、高通、Intel、IBM等公司到中国是来“淘金”的,而不是来帮助中国发展自主技术,这些外资公司在国内的合作方/代理人虽然各个标榜自主,在安全市场攻城略地,但本质上其实是“皇协军”,无法真正做到CPU自主可控,反而会成为外资的特洛伊木马,与自主CPU争夺生存空间,令亲者痛,仇者快。


    那些为了小集团利益罔顾国家安全利益的人,那些千方百计贬低自主CPU、为买办CPU路线摇旗呐喊的人,最终只能是搬起石头砸自己的脚,最终身败名裂,钉上中国信息产业发展历史的耻辱柱。


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