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龍芯中科(688047.SH):可以通過重構產業鏈方式,來降低產業鏈成本
格隆匯 09-05 15:25

格隆匯9月5日丨有投資者向龍芯中科(688047.SH)提問:關於公司提到的重構產業鏈方面是否可以展開講講?

龍芯中科回覆:從過去的經驗來看,Intel通過重構產業鏈才超越了IBM,ARM通過重構產業鏈才超越了Intel。重構產業鏈可以通俗的理解為團結一撥人來超越另外一撥人。舉例來講,五金電子中智能門鎖行業,龍芯是芯片原廠,可以幫客户把電路板都設計好,但只賣芯片給客户,相比過去客户省了電路板環節的成本,中間少了一個產業鏈環節,就是因為作為原廠CPU龍芯可以同時提供解決方案。類似於這種情況我們稱為產業鏈重構。實際上光靠我們自己是跑不過來的,我們不是To C的企業。通過產業鏈重構,一方面提高產品本身性價比,一方面能夠降低系統成本。其實BAT已經在重構產業鏈了,比如阿里、騰訊、百度一般是不會買品牌整機的,直接攢服務器自己用。軟件也同樣,可以從紅帽開源系統攢。龍芯作為CPU原廠,又有指令系統又有IP,還可以IP授權,我們可以通過重構產業鏈方式,來降低產業鏈成本,提高產業鏈效率。

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