網上傳言日本的核危機將切斷蘋果iPad,iPhone 4以及iPad 2的供應鏈,導致這些產品供應短缺。有人開始搶購相關產品。更有哈日族以此證明日本的偉大,世界多麽需要日本。
早在1995年,我就指出日本人由於固有創造力的缺乏,頂多是生產那個最簡單重複的部件:存儲芯片。而存儲芯片全球供應商不計其數。日本在高科技方麵基本上是一片空白,跟中國鄉鎮企業處於同一水平:都是使用美歐技術。中國鄉鎮企業為什麽能山寨?就是這個道理。
我們就iPad,iPhone 4以及iPad 2的部件進行來源分析。iPad, iPad 2 和iPhone 4已經有人做過了,結果如下:
CPU: APPLE A4 (ARM許可,APPLE設計,Samsung FAB 代工)
內存:Samsung Gb mobile DDR SDRAM (x2)
Microcontroller with NVM: 美國Broadcom
Touchscreen line driver: 美國Texas Instruments
Capacitive touchscreen controller: Broadcom
Mux/demux part for DisplayPort and PCIe connections: NXP
Accelerometer: STMicroelectronics
Bluetooth and 802.11a/b/g/n wireless: Broadcom
LCD Display: LG
NAND 閃存: Samsung, Texas Instruments
HIGH-SPEED USB : Texas Instruments
WLED Driver: O2 Micro
- Apple A4 Processor – Confirmed that it FEATURES DOUBLE THE MEMORY of the iPad – 512 MB of Samsung Mobile DDR SDRAM, double that of the iPad. The Samsung K4X4G643GB PoP memory is composed of 2 MDDR @ 256MBytes (2Gbits) each.
- 美國Skyworks SKY77541 Quad-band GSM/GPRS Front End Module (850/1900 - US).
- Skyworks SKY77452 Tx W-CDMA FEM.
- Skyworks SKY77459 W-CDMA FEM.
- 美國Triquint TQM676091 Power Amp (W-CDMA).
- Triquint TQM666092 Power Amp (W-CDMA).
- Apple 338S0626 - Confirmed to be Infineon GSM/W-CDMA Transceiver.
- 5 MP Image Sensor (confirmed to be 美國 Omnivision) – confident to be the OV5650 by comparing specifications and our die images. Other sites have stated they think it is the OV5642 but they haven't decapped yet.
- 美國Omnivision OV7675 CMOS VGA (640 x 480) Image Sensor - the best match for the VGA-resolution (confirmed by counting pixels!) for front camera X-GOLD 61x baseband Processor - HSDPA/HSUPA capabilities of 7.2Mbps/2.9Mbps, and the ability to connect to cameras with up to 5 MPixels.
- 338S0867 Power Management Unit - Dialog (Die marks D1815A 'Ashley'). Same PMU die seen in iPad with Apple part #338S0805.
- STMicro LIS331DH 3-axis accelerometer (used in the iPad based on die markings) incorrectly as STM33DH on some sites! (CHIPWORKS).
- Intel 36My1EF (Dies were ELPIDA 128 Mbits Mobile DDR SDRAM & 28F128FM Intel/Numonyx NOR) - used in iPhone 3Gs and the iPad.
- Apple 343S0499 – Texas Instruments Touchscreen controller - Apple/TI, part is #343S0499/#F761586G (an up-rev from earlier # F761586C of the iPhone 3GS).
- Samsung K9PFG08U5M 256G bit, x8 FLASH MEMORY (also used in iPad).
- The Cirrus Logic 338S0589 audio codec (also used in the iPad).
- 美國The AKM Semiconductor AKM8975 - COMPASS.
- Apple part AGD1 - 3-axis gyroscope confirmed to be ST Micro by the die markings and since it is digital it points to L3G4200D (their only product offering for digital gyroscopes).
- Broadcom BCM4329FKUBG 802.11n with Bluetooth 2.1 + EDR and FM receiver (also found in the iPad).
- Broadcom BCM4750IUB8 single-chip GPS receiver (also found in iPad).
由上可見,iPhone 4與 iPad 所有關鍵原件都不是來自日本。如果有任何部件來自日本,那也頂多是可以中國鄉鎮企業就能生產取代的低級配件。
至於iPad 2,由於日本根本沒有相關的關鍵高科技技術,iPad 2不可能有任何關鍵部件來自日本。其拆解分析參見鏈接。除了16GB的NAND閃存是日本東芝公司的外,其餘部件如CPU,無線設備,觸屏控製,gyroscope,accelerometer,等等等等都不是日本貨。而NAND閃存這東西廠家一大堆,純粹是一個拚價格的勞動密集型產品。
眾所周知,在IT行業,漢人占有相當的地位,在圖形顯示方麵的公司都是漢人創立。日本人在半導體方麵基本上沒有什麽東西。
相反,日本的那些所謂高科技產品都是依賴進口先進國家的原件,比如美國的CPU,無線網絡設備,韓國的液晶顯示器等。
根據這個拆解分析,日本SONY公司的Bravia KDL 1080p液晶電視,關鍵顯示芯片為ATI(AMD),HDMI 芯片為Silicon Image, 圖形內存芯片為SAMSUNG,整個液晶電視隻有兩個芯片是日本的--兩個次要芯片。