网上传言日本的核危机将切断苹果iPad,iPhone 4以及iPad 2的供应链,导致这些产品供应短缺。有人开始抢购相关产品。更有哈日族以此证明日本的伟大,世界多么需要日本。
早在1995年,我就指出日本人由于固有创造力的缺乏,顶多是生产那个最简单重复的部件:存储芯片。而存储芯片全球供应商不计其数。日本在高科技方面基本上是一片空白,跟中国乡镇企业处于同一水平:都是使用美欧技术。中国乡镇企业为什么能山寨?就是这个道理。
我们就iPad,iPhone 4以及iPad 2的部件进行来源分析。iPad, iPad 2 和iPhone 4已经有人做过了,结果如下:
CPU: APPLE A4 (ARM许可,APPLE设计,Samsung FAB 代工)
内存:Samsung Gb mobile DDR SDRAM (x2)
Microcontroller with NVM: 美国Broadcom
Touchscreen line driver: 美国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 闪存: 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.
- 美国Skyworks SKY77541 Quad-band GSM/GPRS Front End Module (850/1900 - US).
- Skyworks SKY77452 Tx W-CDMA FEM.
- Skyworks SKY77459 W-CDMA FEM.
- 美国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 美国 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
国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).
- 美国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).
由上可见,iPhone 4与 iPad 所有关键原件都不是来自日本。如果有任何部件来自日本,那也顶多是可以中国乡镇企业就能生产取代的低级配件。
至于iPad 2,由于日本根本没有相关的关键高科技技术,iPad 2不可能有任何关键部件来自日本。其拆解分析参见链接。除了16GB的NAND闪存是日本东芝公司的外,其余部件如CPU,无线设备,触屏控制,gyroscope,accelerometer,等等等等都不是日本货。而NAND闪存这东西厂家一大堆,纯粹是一个拼价格的劳动密集型产品。
众所周知,在IT行业,汉人占有相当的地位,在图形显示方面的公司都是汉人创立。日本人在半导体方面基本上没有什么东西。
相反,日本的那些所谓高科技产品都是依赖进口先进国家的原件,比如美国的CPU,无线网络设备,韩国的液晶显示器等。
根据这个拆解分析,日本SONY公司的Bravia KDL 1080p液晶电视,关键显示芯片为ATI(AMD),HDMI 芯片为Silicon Image, 图形内存芯片为SAMSUNG,整个液晶电视只有两个芯片是日本的--两个次要芯片。