传思科已要求供应链排除中国制造的芯片

芯智讯12-03

12月2日消息，近期业内传出消息称，美国网络通信设备大厂思科已对供应商发出通知函，要从严执行提供芯片原产地证明COO（Certification of Original），要求供应商的产品不能有中国制造的芯片，且COO的标准认定更由芯片的最终封装地点，升级为追溯芯片和光罩的生产地，确保不是中国制造后的“洗产地”或者“马甲”。据了解，由于思科的网通设备存在国家安全因素考量，因此必须严格追溯芯片产地。...

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chips","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CSCO":1},"content_text":"12月2日消息，近期业内传出消息称，美国网络通信设备大厂思科已对供应商发出通知函，要从严执行提供芯片原产地证明COO（Certification of Original），要求供应商的产品不能有中国制造的芯片，且COO的标准认定更由芯片的最终封装地点，升级为追溯芯片和光罩的生产地，确保不是中国制造后的“洗产地”或者“马甲”。据了解，由于思科的网通设备存在国家安全因素考量，因此必须严格追溯芯片产地。而对于常规的消费类电子产品来说，除非美国出台相关限制规定，否则应该不会要求供应链排除中国制造。比如苹果iPhone虽然有部分是在印度制造，但目前大部分仍是在中国进行制造的，并且其中也采用了一些中国制造的零部件。不过，值得一提的是，早在2023年初，业内就曾传出消息称，PC大厂戴尔已通知供应链与代工厂，计划在2024年开始停用中国大陆制造的芯片，这其中包括中国大陆厂商与非中国大陆厂商在大陆所生产的芯片。此外，传闻还显示，戴尔计划在2025年底前将50%的产能移出中国大陆。此外，另一家PC大厂惠普也在将部分产能转出中国大陆，至于是否会排除中国制造的芯片排除出供应链还在评估当中。如果未来美国厂商要求供应链排除中国制造的芯片和零部件，这无疑将会对中国本土的供应链厂商带来严重的负面影响。当然，鉴于中国本土庞大的市场需求，相关美国厂商如果不想放弃中国市场，那么其在中国市场销售的产品应该不会要求供应链排除中国制造的零部件，对美国市场销售的产品则可能会执行此标准。编辑：芯智讯-浪客剑往期精彩文章华为Mate 70系列发布：销量有望突破1500万部？供应商有哪些？AI需求爆发及禁令影响下，晶圆代工市场的未来走向汇顶科技拟收购云英谷控制权，华为/小米/高通等都是股东AI 计算时代，为何Arm CPU依然是基石？ST宣布：40nm 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