三星砍價策略奏效 傳搶走台積大客戶 - 工程師
By Kama
at 2020-01-07T09:38
at 2020-01-07T09:38
Table of Contents
全球手機晶片龍頭高通傳再對三星釋單,採用三星最新的6奈米生產晶片。供應鏈透露,
三星雖號稱6奈米,其效能仍低於台積電的7奈米,不過,高通去年將訂單強勢回歸台積電
生產,此時又再度釋單三星,應是三星削價搶單策略奏效,後續對晶圓代工價格的影響,
值得關注。(三星記憶體大擴產 台廠備戰)
高通是台積電前五大客戶,台積電向來不評論單一客戶與訂單動態;至截稿前,無法取得
高通說法。南韓財經媒體Business Korea 6日報導,三星已經運用極紫外光(EUV)技術
,開始量產6奈米製程,縮小與台積電在晶圓代工技術的差距。
Business Korea表示,三星於去年12月在南韓京畿道華城廠區S3生產線開始量產6奈米晶
片。報導並引述一名三星合作廠商的主管談話說:「我知道6奈米產品要運交給北美的大
企業客戶」。南韓的半導體產業觀察家認為,三星的6奈米主要客戶是高通。
受大客戶訂單流向對手傳言,以及中東局勢緊張影響,台積電昨日股價下跌逾2%、收332
元,周一ADR早盤跌逾1%。
根據全球市場研究機構TrendForce調查,去年第4季台積電在全球晶圓市場的占有率為
52.7%,三星市占率僅17.8%,雙方仍有一大段差距。三星未能追趕上台積電的主因是,該
公司在16和12奈米製程之後很晚才開發7奈米製程,台積電則透過7奈米獨家取得蘋果
iPhone手機的應用處理器(AP)代工訂單,擴大三星的差距。
據了解,過往高通便與三星有晶圓代工關係,在14奈米及更早的時代,雙方在高通驍龍系
列晶片即有合作。隨著手持式裝置對晶片效能與省電性要求日益提高,台積電領先獨家量
產7奈米,高通高階手機晶片幾乎全數在台積電投片。
Business Korea指出,三星在開始量產7奈米產品之後,僅花八個月就推出6奈米產品。三
星正在縮短升級微製程的技術周期,尤其是過渡到6奈米EUV製程。三星在去年4月供應7奈
米產品給全球客戶。三星宣稱,相較於7奈米,6奈米產品提供更優越的邏輯尺寸、功率及
效能。報導說,三星計畫今年上半年推出5奈米產品。
https://reurl.cc/lLWN36
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