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新旧动能转换中的“双面”海信

2017-08-24 10:32:17   中国日报

医疗、交通、光通信,B2B业务的强劲新动能。2016年,海信销售收入首次突破千亿大关,其中B2B业务板块,占整体销售收入的26.28%,利润贡献38.69%。新产业已经用强劲的利润贡献,实现着对海信的重塑。目前,医疗领域,海信主推的医疗显示和计算机辅助手术系统已达世界级水准,进入了包括北京301医院、清华长庚医院、复旦大学附属儿科医院等在内的全国四十多家三甲医院,挽救1700余例疑难肝胆胰患者;智能交通领域,多项技术达到国内领先甚至国际领先,市场占有率前列,延伸的智慧城市产业规划未来五年超过200亿规模;光通信领域,光模块市场份额在全球排第五,中国第一,“千兆带宽”已经实现,“万兆时代”也将到来。

“结构调整当前看是一碗饭,长远看就是一条命”。可以说,产业的升级、结构的调整伴随着海信每一步的发展,是它永恒的主题。

核心技术延伸,新领域动能创新

反推海信新旧动能转换、产业升级的过程,可以发现海信始终坚持着核心技术。

ULED、激光显示,证明了海信在电视显示领域的绝对优势。延续显示优势,海信将图像处理的核心技术延伸到交通、医疗领域。

以医用显示器为例,普通显示器对灰阶的要求仅256阶,但医用显示器需要达到至少1024阶,才能保证显示效果满足医生阅读CT影像的精确要求,目前海信医用显示器最高可达到4096阶。在某医院项目中,院方因颗粒感大、不够细腻、“有黑斑”等“问题”质疑海信医用显示器。但经过科学客观的横评,最终推测“黑斑”的出现,是由于海信的显示能力较强,使得即使是细小的黑斑也能够清楚的显示。

下一步,海信将探索ULED、激光显示技术在医疗显示领域的应用。

智能交通领域,图像处理的应用更加广泛。通过摄像头监测公交车驾驶员行为,及时发现危险驾驶行为,如打电话、瞌睡、视线偏移;独创的公交车拥挤度分析,则通过车厢视频监控,判断拥挤与否,为市民提供出行建议参考;此外,对车辆、行人特征的识别技术,则为交通管理提供了科学化、智能化的决策依据,大大提高管理效率和服务水平,为市民提供安全无忧的出行、生活环境。

大企业要大创新,离不开制造的根基

海信选择产业有两条铁律:一要关系国计民生,二要掌握关键技术。医生手术缺少精准的导航和模拟指导,海信与医院合作开发计算机辅助手术系统;外国垄断的智能交通信号机价格昂贵,海信便进军智能交通;如同当年坚决投入模组自主生产,最终带动国内彩电行业模组生产模式的转变,成功阻断国外品牌侵蚀国内电视制造业,海信以大企业的大情怀,承担大创新,积极投入到经济结构升级中。

另一个典型的例子是芯片。芯片代表了制造技术的最高峰,但却是我国制造业的短肋,牵制了技术的进步和制造的升级。2005年,海信就发布中国首颗自主彩电芯片、终结中国彩电没有中国“芯”的状况;十年之后的2015年,再次发布中国首颗自主画质引擎芯片Hi-View Pro,进一步增显示技术的核心竞争力。作为行业内唯一具备全产业链能力的企业,海信实现了光模块核心器件——光芯片自主设计、晶圆生长、后工艺处理、划片裂片、芯片测试、封装等芯片后端处理的研发能力和批量生产能力。而且,光模块智能工厂自动化占比已达80%,其中70%以上的自动化设备为自主研发。

中国制造的竞争力在于提高产品档次,走向高端。“海信历来把制造业看的很重,除研发外,投资最大的就是制造。”周厚健董事长说,海信近四年人均效率提升了两倍,智能制造的含金量越来越高。


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