28奈米營收佔比提升 平均晶圓報價看升 - 工程師
By Sarah
at 2012-08-04T01:14
at 2012-08-04T01:14
Table of Contents
【經濟日報╱記者陳碧珠／台北報導】
2012.08.03 03:33 am
儘管晶圓雙雄40奈米以上產品面臨產能鬆動，需靠價格折讓提高客戶下單意願，但在高單
價的28奈米製程營收占比持續放大挹注下，台積電、聯電平均晶圓報價（ASP）上揚趨勢
仍然不變。
晶圓雙雄今年力拚28奈米與40奈米先進製程，這類製程單價高，是推升雙雄營運的「大補
丸」。以台積電為例，28奈米貢獻營收比重從第1季的5%提升到第2季的7%，單季絕對營收
貢獻金額接近90億元，第3季不排除突破100億元大關。
台積電預估，28奈米將接近客戶需求，明年第1季供需平衡，儘管手機晶片大廠高通為了
分散代工來源，擴大與三星等業者簽署28奈米代工合約，在台積電仍是市場最大供應商的
前提下，有助公司拉高整體的平均代工價格。
聯電28奈米預計年底量產，預計營收比重可達5%。聯電預估第3季平均晶圓代工報價將微
幅提高，是連2季提升。儘管第4季淡季報到，在高階製程營收比重不斷拉高挹注下，有助
聯電平均價格持穩向上。
全文網址: 28奈米營收占比提升 平均晶圓報價看升 | 科技產業 | 財經產業 | 聯合新聞
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