台積、三星搶單3奈米 開戰 - 工程師
By Olga
at 2023-05-02T09:15
at 2023-05-02T09:15
Table of Contents
台積、三星搶單3奈米 開戰
2023/05/02 03:36:32
經濟日報 記者尹慧中╱台北報導
三星晶圓代工高階製程搶單台積電(2330)白熱化。業界傳出,高通明年度5G旗艦晶片驍
龍8系列第四代「驍龍8 Gen 4」將打破過去三代產品由台積電獨家操刀的局面,引進三星
作為第二代工廠,提前點燃兩大晶圓代工廠明年3奈米先進製程搶單戰火。
三星沒有評論客戶訊息,至昨(1)日截稿前,台積電並無評論,高通也沒有對外說明。
據了解,三星承接明年高通驍龍8 Gen 4代工訂單,相關晶片將供應三星明年度旗艦款S系
列新機使用,台積電操刀的晶片則提供三星以外的非蘋品牌為主,總量仍比三星多。
熟知高通生態的業界人士指出,高通推出驍龍8系列第一代產品「驍龍8 Gen 1」時,曾由
三星獨家生產,但因生產穩定性與規模考量,高通後來改版推出驍龍8 Gen 1強化版「驍
龍 8 Gen 1 Plus」,轉由台積電獨家操刀,並從第一代加強版合作至今年將推的第三代
晶片。
上述演變使得近年市面上出現三星最新S系列旗艦手機內採用的高通晶片皆由台積操刀的
特殊情況,惟高通策略上正評估2024年重新啟動雙重供應商生產模式。
業界人士分析,高通一向樂於選擇採用兩家晶圓代工來源的模式,因為從商業角度來看,
這是節省成本的考慮,同時,三星手機也提供高通出海口,外傳高通近期評估新晶片2024
年將再次恢復多元下單策略,也將使台積電、三星3奈米競爭戰火提前引爆。
業界傳出,高通驍龍8 Gen 2與驍龍8 Gen 3分別採用台積4奈米製程升級版或加強版,但
基於出海口與商業策略考量,高通仍計畫與三星合作開發未來的高階晶片,進而實現雙重
採購,降低成本。
據傳,台積電和三星將分別採用旗下N3E和第二代3奈米環繞式閘極(GAA)製程來爭取生
產驍龍 8 Gen 4晶片代工訂單,是睽違一年後,兩大晶圓代工廠再次直球對決,並傳出高
通採用三星的3奈米GAA生產的晶片也將專用於S系列國際版機種。
三星日前在最新的財報會議中宣布3奈米GAA技術良率上升,爆料達人Revegnus認為,三星
晶圓代工產量表現改善,應是高通決定把明年驍龍8 Gen 4部份代工訂單轉至三星的原因
之一。
https://reurl.cc/8qm5Dj
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