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"description": "2026年11月12日(优分析/产业数据中心报导)⸺ 全球笔电的 BIOS 原本有三家供应商,2026 年 4 月美商凤凰科技(Phoenix Technologies)的韧体事业被联想买下,莱迪思(Lattice)则在 2026 年 7 月 27 日完成收购美商安迈(AMI)。另一家供应商系微(6231-TW)在 11 月 11 日法人说明会上表示,这让系微成为「全球唯一的一家真正独立的 BIOS 公司」。如下图,这是系微在法说会简报里介绍公司的第一页,标题写的是全球唯一真正独立的 BIOS ",
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"content": "<img src=\"https://cimg.cnyes.cool/prod/news/6659766/o/baed986643dc6c0742c04ece02d89373.jpg\" alt=\"系微 2026 年 11 月法人说明会简报第 7 页(BIOS-UEFI Firmware 与主机板上的 InsydeH2O 晶片)\" /><p>2026年11月12日(优分析/产业数据中心报导)⸺ 全球笔电的 BIOS 原本有三家供应商,2026 年 4 月美商凤凰科技(Phoenix Technologies)的韧体事业被联想买下,莱迪思(Lattice)则在 2026 年 7 月 27 日完成收购美商安迈(AMI)。另一家供应商系微(6231-TW)在 11 月 11 日法人说明会上表示,这让系微成为「全球唯一的一家真正独立的 BIOS 公司」。</p><p>如下图,这是系微在法说会简报里介绍公司的第一页,标题写的是全球唯一真正独立的 BIOS 供应商,说明公司把这件事当成对外的定位。</p><p><img src=\"https://cimg.cnyes.cool/prod/news/6659766/o/6220772b0aa26bfcaba55cc2258ba118.jpg\" alt=\"系微 2026 年 11 月法说会简报:全球唯一独立 BIOS 厂商\"></p><p>(资料来源:系微 2026 年 11 月 11 日法人说明会简报)</p><p>联想在完成收购时表示,将韧体开发纳入内部是为了强化核心工程能力、取得更大的控制权,同时深化垂直整合并降低成本。莱迪思是美国的低功耗晶片厂,收购完成后将安迈保留为旗下事业部,并强调安迈会继续在没有偏好任何晶片厂的前提下开发与交付。</p><p>公司表示,首波推出的五台辉达 RTX Spark 笔电,有四台采用系微的 BIOS;RTX Spark 将处理器与绘图晶片整合在同一颗,2026 年 10 月 16 日上市的名单包括华硕、戴尔、联想与微星四家品牌,其中华硕占了两台。公司估计,AI PC 笔电的 BIOS 市占率「应该有 6 成」,将 Apple 纳入计算也有 6 成。买下凤凰韧体事业的联想,是这批机种的品牌之一。</p><h2>门槛在三十年的 IP</h2><p>BIOS 占整台机器售价不到 2%,公司表示比重虽低,「它的影响很大」,相容性不够,机器就会出现各种问题。系微为此须同时支援超微、安谋、博通、英特尔与辉达的平台,直接与这些晶片厂进行技术交流。</p><p>公司用「易守难攻」形容这个市场,理由是「只要你拿到这个生意,别人要进来不容易」。IP 是另一层门槛:系微 1998 年成立时接收美商 SystemSoft 的 BIOS 部门,该部门本身已有 8、9 年经验,合计公司的 IP 累积超过 30 年;而系微自己在 BIOS 与伺服器管理韧体 BMC 两个领域,各有 10 年以上的 IP 历史。公司表示,自家工程师离职后「大概很难成立另外一家公司专门做 BIOS 或者专门做 BMC」。</p><p>BMC 市场也有同样的结构。公司表示 BIOS 全球只剩两家、BMC 也只剩两家,凤凰被联想纳入内部之后,市场上只剩系微与安迈;安迈同时经营 BIOS 与伺服器管理韧体,被莱迪思收购之后,伺服器管理领域也只剩系微是独立供应商。</p><h2>一个自用,一个转卖</h2><p>联想收购凤凰,是供自家产品线使用;莱迪思让安迈留在市场上,继续向所有客户销售。系微的竞争对手仍在,只是股东已成为一家晶片厂。</p><p>三家变两家之后,这项业务的门槛仍是 IP 与信任:品牌厂与晶片厂是否愿意将开机第一段程式交给同一家供应商。系微是目前唯一仍能同时服务所有客户的独立供应商,而系微的客户名单里,就有刚收购对手的联想。</p><p>※ 本文经「优分析」授权转载,原文出处:<a style=\"color:#A9A9A9\" rel=\"nofollow\" href=\"https://uanalyze.com.tw/articles/8047659086\">原文连结</a>\n <br>※ 免责声明:文中所提的个股、基金、期货商品内容仅供参考,并非投资建议,投资人应独立判断,审慎评估风险。</p>\n <p></p><div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-673.html\" title=\"〈台塑化股东会〉油价高档影响炼油销售上半年恐难达标 30万吨乙烷明年起投入生产\">〈台塑化股东会〉油价高档影响炼油销售上半年恐难达标 30万吨乙烷明年起投入生产</a></li>\n <li><a href=\"/new/tw/article-1956.html\" title=\"凌华5月营收创单月次高 接单健康需求延续成长\">凌华5月营收创单月次高 接单健康需求延续成长</a></li>\n <li><a href=\"/new/tw/article-16450.html\" title=\"〈苹果新机开卖〉远传5G用户渗透率突破50% 搭iPhone 18 Pro热卖拚渗透率再攀升\">〈苹果新机开卖〉远传5G用户渗透率突破50% 搭iPhone 18 Pro热卖拚渗透率再攀升</a></li>\n <li><a href=\"/new/tw/article-20203.html\" title=\"仁宝OCP秀800VDC与MW级液冷技术AI伺服器跨足L11机柜整合,2027年营收占比拚40%\">仁宝OCP秀800VDC与MW级液冷技术AI伺服器跨足L11机柜整合,2027年营收占比拚40%</a></li>\n <li><a href=\"/new/tw/article-1468.html\" title=\"〈观察〉从台股跃升全球市值第五大市场 看00981A大象会跳舞\">〈观察〉从台股跃升全球市值第五大市场 看00981A大象会跳舞</a></li>\n <li><a href=\"/new/tw/article-18866.html\" title=\"AI 2.0引爆长线动能 国泰投信:台股过五关斩六将 加入「科技派」战胜大盘\">AI 2.0引爆长线动能 国泰投信:台股过五关斩六将 加入「科技派」战胜大盘</a></li>\n </ul>\n</div>",
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