台積電獲索尼大單 攻5G應用再下一城 - 工程師
By Barb Cronin
at 2019-12-09T09:03
at 2019-12-09T09:03
Table of Contents
第五代行動通訊(5G)帶動互補式金屬氧化物半導體(CMOS)影像感測器(CIS)商機爆
發,全球CIS龍頭日商索尼(Sony)產能不足,旗下高階CIS首度釋單台積電,為台積電再
添5G相關應用訂單。(台積領軍 台灣躍CIS生產重鎮)
台積電全力衝刺最先進的5奈米製程於明年上半年量產之際,於特殊製程及高階影像感測
器接單報捷,並為采鈺、同欣電等台積電影像感測器供應鏈注入強大訂單動能。
熟悉內情的日方人士透露,索尼本來就是台積電客戶,過去合作以邏輯晶片為主,並未將
影像感測器交由台積電代工,此次索尼破天荒釋出CIS訂單,台積電正緊鑼密鼓籌備迎接
這個大客戶新訂單到來。
台積電向來不評論單一客戶與訂單。據了解,這次索尼首度釋出CIS訂單,將於台積電南
科14a廠導入40奈米製程生產,台積電為此添購新設備,訂於明年第2季裝機、8月試產,
初期月產能2萬片,2021年第1季大量交貨,後續打算擴大產能,雙方可望延伸合作至28奈
米及以下製程。
法人指出,CIS是偵測外在環境變化、有效連結各種裝置的重要零組件,台積電過往在CIS
領域已有豪威(OmniVision)等大廠訂單,相關產品量產經驗、良率出色,索尼加入後,
有助台積電明年特殊製程訂單成長。
消息人士透露,索尼看好5G時代帶動高階影像感測器需求強勁,但自有產能供不應求,加
上三星、豪威等勁敵正加速擴產腳步,尤其豪威這幾年在台積電產能支持下,市占快速提
升,讓索尼決定改變過往自製的策略,首度將影像感測器交由台積電代工。
https://reurl.cc/ObLm0R
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