索尼下修PS5出貨目標傳因台積電良率不良 - 工程師

By Ula
at 2020-09-15T17:39

Table of Contents

※ [本文轉錄自 Stock 看板 #1VO7g6pg ]

作者: xmaxwu (@@@@@@@@@@@@@@@@@@@@@@@) 看板: Stock
標題: [新聞] 索尼下修PS5出貨目標傳因台積電良率不良
時間: Tue Sep 15 16:25:39 2020

索尼下修PS5出貨目標傳因台積電良率不穩導致

※過長無法點擊者必須縮網址

https://news.cnyes.com/news/id/4525483

2.原文內容：

索尼下修PS5出貨目標傳因台積電良率不穩導致

鉅亨網記者林薏茹台北2020/09/15 16:03

外電報導指出，索尼推出的新一代遊戲主機 PS5，由於主晶片生產良率不佳、供貨不穩，
因此下修 PS5 今年產量預估，從原本預期出貨 1500 萬台，下修到 1100 萬台，據悉該
主晶片是由超微 (AMD-US) 供應，而生產製造廠是晶圓代工龍頭台積電(2330-TW)，對此
台積電表示，不評論市場傳言。

業界人士透露，採用台積電 7 奈米生產的 PS5 系統單晶片，先前確實在良率拉升上遭遇
瓶頸，Sony 也因此下修今年產量目標，但近來良率問題已獲解決。

外媒報導指出，Sony 下修新一代遊戲主機 PS5 今年 (今年 4 月至明年 3 月) 的產量目
標，從原本 1500 萬台，修正至 1100 萬台，較原先計畫下修 400 萬台，主要原因是
PS5 最關鍵的 SoC(系統單晶片) 生產良率不穩。

報導指出，PS5 晶片良率僅有 5 成水準，使 Sony 不得不下修今年產量目標，雖然目前
良率逐漸改善，但還未達穩定狀態。

PS5 主機搭載八核心超微量身打造的 Zen 2 全新架構半客製化晶片，GPU 採用 AMD
RDNA 2 架構的半客製化繪圖處理器，均以台積電 7 奈米製程生產，將 CPU、GPU、I/O
晶片組等，利用封裝技術整合為單顆半客製化系統單晶片。

3.心得/評論：
※必需填寫滿20字

空軍準備了!!

護國神山終於有利空出現了

會不會這就是尾盤下殺的原因?

--

Tags: 工程師

All Comments

By Genevieve
at 2020-09-20T00:52

終於要吃貨了

By Puput
at 2020-09-23T22:42

你怎麼不說今天漲是因為這

By Connor
at 2020-09-27T01:49

哈哈台積利空的新聞越來越有創意了！

By Annie
at 2020-09-29T05:54

終於有利空新聞了XD

By Delia
at 2020-09-30T22:41

越爛越噴

By Bethany
at 2020-10-02T13:30

以下開放台積利空徵文

By Gary
at 2020-10-06T18:43

今天漲是nvda 跟 arm吧

By Olga
at 2020-10-08T00:10

可以空了空軍希望來了

By Tristan Cohan
at 2020-10-12T11:05

良你妹產能不足好嗎

By Rachel
at 2020-10-15T02:19

傳?? 空軍準備出動??

By Jack
at 2020-10-19T12:33

????? 想吃阿

By Agatha
at 2020-10-22T17:13

蹲得低，跳得高

By Lauren
at 2020-10-24T20:48

台積電又要噴爆了

By Oliver
at 2020-10-26T04:46

外電誰？

By Joe
at 2020-10-27T04:49

蒸的丸子

By Carol
at 2020-10-31T09:12

筆電缺貨缺到爆 ps5旁邊吃屎

By Regina
at 2020-11-04T13:37

發現用三星搶單新聞殺不下去，所以再編一個故事嗎？

By Damian
at 2020-11-08T01:42

7nm良率不良?

By Wallis
at 2020-11-11T20:59

沒創意

By Blanche
at 2020-11-14T04:05

難怪台積電今天一直拉，發新聞吃貨

By Edith
at 2020-11-18T01:17

484想吃

By Sandy
at 2020-11-19T18:01

良率差還趕回家睡覺喔凸

By Valerie
at 2020-11-24T09:51

看樣子要過前高了

By Zenobia
at 2020-11-26T06:22

故意的嗎

By Kristin
at 2020-11-27T12:49

利空噴噴

By Lily
at 2020-11-28T08:50

讚讚讚看新聞做股票

By Belly
at 2020-12-01T07:40

至少有人不會被告了

By Gary
at 2020-12-04T13:36

原來是台gg的問題啊

By Jacob
at 2020-12-04T17:51

Die更大的XSX都沒事，不知道誰的問題

By Megan
at 2020-12-04T19:19

等到天荒地老終於有利空了

By Suhail Hany
at 2020-12-09T13:15

都是they的錯

By Isla
at 2020-12-13T23:42

蒸的丸子

By Vanessa
at 2020-12-15T09:36

丸子

By Skylar Davis
at 2020-12-18T07:34

今天又要套多少人了

By Sierra Rose
at 2020-12-19T07:04

GGGG

By Olive
at 2020-12-22T00:37

466學長有救囉~

By Hedda
at 2020-12-24T11:28

看來要噴了

By Eden
at 2020-12-28T09:23

乾拎老師，大和吃貨還沒吃飽喔。

By Bennie
at 2020-12-31T16:07

GG沒差吧感覺比較像是AMD的利空...

By Rae
at 2021-01-05T05:17

台GG怎麼可能良率這麼低吃貨

By Regina
at 2021-01-05T21:21

市場傳言，你各位懂意思了吧？不要錯邊啊

By Anonymous
at 2021-01-10T10:54

台積不可能有問題良率有問題那就是設計的問題

By Frederica
at 2021-01-12T05:51

XBX PS5同樣是AMD的晶片委託GG生產
為何微軟沒遇到問題

By Hedda
at 2021-01-13T18:02

嗯，台GG良率低...

By Skylar DavisLinda
at 2021-01-14T16:45

466T 即將迎接學弟噴噴

By Erin
at 2021-01-18T15:42

吃貨文啊，還用傳聞

By Adele
at 2021-01-21T08:28

笑死，索尼是還有別家能選嗎

By Hardy
at 2021-01-22T18:38

良率低只好買更多片wafer... 還不噴爆

By Heather
at 2021-01-24T20:47

丸子

By Robert
at 2021-01-28T18:12

微軟：啊，怎麼就你出事而已，我都沒事ㄟ

By Agnes
at 2021-01-30T01:16

見綠就買

By Susan
at 2021-02-01T14:16

反過來講不就台積電產能不足無法滿足索尼？

By Connor
at 2021-02-04T03:26

466T大學長終於等到人來接了，外資買起來

By Sarah
at 2021-02-06T19:16

標題寫「傳」，那就是謠傳，GG繼續噴

By David
at 2021-02-10T09:49

這是在開玩笑吧

By Damian
at 2021-02-14T01:58

索尼需索無度

By Sandy
at 2021-02-16T07:15

台積為什麼不評論快把原因說清楚啊

By Elizabeth
at 2021-02-20T22:46

感覺是索尼在卸責XD產量不足不是他的錯，是GG的錯

By Lily
at 2021-02-25T15:32

噴

By Zenobia
at 2021-02-28T02:43

因為對面微軟據說備貨備很足，ㄎㄎ，黑五與聖誕
歐美市場終於要被微軟徹底收復了嗎~~

By Kristin
at 2021-03-02T08:30

好唷

By Audriana
at 2021-03-05T10:43

營業額不到0.0001%的單空軍強點好嗎

By Cara
at 2021-03-08T18:03

7nm良率差？三星笑而不語

By Poppy
at 2021-03-10T12:08

先猜因為效能比xsx低，要求要超頻超到良率上不去

By Cara
at 2021-03-15T04:46

股價低一點不然買不起QQ

By Kelly
at 2021-03-18T03:17

台g良率不足我笑了

By James
at 2021-03-19T14:16

原來tsm會良率不良啊

By Zora
at 2021-03-22T10:33

這時候就是叫一堆窮鬼去空就對了

By Irma
at 2021-03-23T10:34

每個DIE都要體質能超頻到2.33ghz

By Una
at 2021-03-26T06:04

這次來真的

By Zanna
at 2021-03-30T08:51

外太空的空軍捎來訊息:看到大家一片看好，他就放心
了(繼續嘎到浩瀚無垠)

By Vanessa
at 2021-03-31T21:41

良率低哪可能只影響到sony的soc?

By James
at 2021-04-05T09:27

台積真爛，比不上中芯

By Oliver
at 2021-04-06T21:00

明天緊張了？

By John
at 2021-04-08T16:58

你才良率不穩你全家都不穩

By Iris
at 2021-04-13T13:22

微軟表示：良率低？我怎沒感覺XD 量多到全球同步！

By Andy
at 2021-04-18T05:45

彭博的報導只說soc良率問題，傳一傳變成GG的問題?

By Lily
at 2021-04-19T00:26

大家happy

By Candice
at 2021-04-21T12:59

一樣都AMD 7nm微軟就沒事....

By Valerie
at 2021-04-24T19:23

那隔壁一樣用GG的xbox怎麼這麼爽?

By Faithe
at 2021-04-27T00:02

嚴不嚴重看市場怎麼反應吧

By Christine
at 2021-05-01T10:26

吃貨文消息來源就是一個有黑歷史的傢伙

By Caroline
at 2021-05-05T02:24

別鬧了，良率五成是賠錢的程度

By Emily
at 2021-05-06T13:30

太高了下去

By Kumar
at 2021-05-09T01:06

利空消息樓下歐印

By Emma
at 2021-05-09T06:11

明日往？

By Daph Bay
at 2021-05-12T20:39

連除息日都撐不到就發聲明

By Gilbert
at 2021-05-16T00:28

是不是想偷吃

By Tracy
at 2021-05-18T06:58

明天跌停我要歐印

By Daph Bay
at 2021-05-19T07:00

說個笑話，台積電良率不好

By Valerie
at 2021-05-22T12:35

吃貨囉還不買爆

By Ida
at 2021-05-26T07:58

傳恐 ? 乃霉體三大愛用字嘻嘻

By Franklin
at 2021-05-26T09:03

想買台積電就用這種爛招

By Odelette
at 2021-05-28T06:05

明天要大噴發了！準備好了

By Hedy
at 2021-05-30T00:52

所以哪家良率比較涼？

By Yuri
at 2021-05-31T07:41

索尼有種用三星晶片

By Necoo
at 2021-06-02T03:39

黴體又再倒因爲果明明就是sony發現CU塞太少

By Tom
at 2021-06-02T21:17

吃吃吃吃吃

By Tracy
at 2021-06-05T22:43

傳個屁啦

By Lucy
at 2021-06-06T17:01

輸XSX太多又砍掉重練被解讀成良率太低笑噴

By Barb Cronin
at 2021-06-09T22:41

By Necoo
at 2021-06-13T03:02

良率大多是設計上的缺失好嗎?晶圓廠良率都99%以上的

By Mia
at 2021-06-15T10:21

索尼罪大滔天，搞到百姓怨聲載道

By Brianna
at 2021-06-17T09:41

難怪三星能搶到高通大單....

By Hedda
at 2021-06-19T14:09

良率太低的話納美21就生不出來啦 72CU大太多

By Jake
at 2021-06-21T08:10

台積良率5成可以毛利率5x%，那良率拉上去豈不是6、7
0%，還不all in？

By Bethany
at 2021-06-22T14:55

水屁大早說過同時期XSX早在量產 PS5在搞笑

By Eden
at 2021-06-24T03:22

白癡，要寫利空也不寫一個大媽會怕的，ps5是三小

By Agatha
at 2021-06-26T04:51

是不是有人想吃貨阿

By Olivia
at 2021-06-27T22:13

咦?
外媒報導指出 <= 哪家?

By Leila
at 2021-06-30T17:53

索尼被微軟嚇到了

By Ethan
at 2021-07-03T23:10

這新聞真不專業，XBOX怎沒事？

By Vanessa
at 2021-07-06T23:44

麻煩跌一點下來讓我再撿個幾張

By Wallis
at 2021-07-10T10:31

coco準備好了

By Charlie
at 2021-07-14T04:58

我有看錯嗎

By Mason
at 2021-07-15T02:40

良率5成你當輪班星人塑膠？

By Wallis
at 2021-07-20T01:32

開始吃貨

By Elma
at 2021-07-20T18:53

PS5 晶片良率僅有 5 成水準 WTF!?

By Carol
at 2021-07-23T15:29

良率低你還是得吞下去啊難道要給三星做

By Emma
at 2021-07-27T00:57

5成真的糟

By Zora
at 2021-07-31T09:49

明天要噴450囉

By Gary
at 2021-08-03T22:54

嗯，那明天就是漲

By Candice
at 2021-08-08T07:49

輪班星人表示

By Caitlin
at 2021-08-08T11:52

那不就和當年三星被GG超車一樣?難道要逆轉了?

By Frederic
at 2021-08-12T19:35

haha that’s funny

By Oliver
at 2021-08-17T06:26

完惹要噴惹空軍快飛哦

By Frederica
at 2021-08-20T16:47

良率不好～還是產能拿不夠多啊？

By Thomas
at 2021-08-23T15:08

吃貨文

By Quintina
at 2021-08-27T20:02

快跌下來讓我收一下吧

By Sandy
at 2021-08-28T07:45

台G上看500

By Barb Cronin
at 2021-09-02T06:14

崩崩

By Robert
at 2021-09-04T00:08

iphone 11都賣幾百萬台了7nm問題最好出在GG身上

By Olivia
at 2021-09-06T13:29

這妓者很會說故事歐，明天要不要來段新聞說gg員工
都被五毛抓了，工廠停工啊

By Doris
at 2021-09-08T23:39

看推文是不是一堆人GG套在466啊這麼緊張...

By Suhail Hany
at 2021-09-12T05:00

想吃慢慢等

By Susan
at 2021-09-15T11:48

外電報導外媒報導就是沒有名字糙

By William
at 2021-09-16T06:31

索索搶不到產能哭哭喔

By Delia
at 2021-09-16T09:40

不會生在牽拖

By Susan
at 2021-09-20T14:39

https://i.imgur.com/ncOMasi.jpg

By Robert
at 2021-09-24T21:50

嘻嘻準備低接

By Hedda
at 2021-09-25T15:11

還有人會信這種報導喔

By Emily
at 2021-09-26T22:39

300收

By Cara
at 2021-09-30T10:58

又要凹價格喔？

By Ingrid
at 2021-10-02T21:56

缺燃料缺成這樣XD

By Cara
at 2021-10-04T03:06

再凹拿去給支那做啊！看他們多會

By Tom
at 2021-10-06T02:15

7奈米良率不佳結果只有索尼下修，這篇新聞是在哈囉

By Elvira
at 2021-10-06T21:12

https://i.imgur.com/t6IzGrv.jpg

By Daniel
at 2021-10-10T17:04

推文很氣看來466套不少人嘻嘻

By Noah
at 2021-10-12T21:44

很有創意

By Annie
at 2021-10-14T10:41

tsm看到假消息繼續怒噴

By Blanche
at 2021-10-17T12:52

是要騙文組嗎

By William
at 2021-10-18T02:03

好可怕歐，下修到單子排不進去、擴廠擴不停欸

By Oscar
at 2021-10-21T22:22

快逃啊！要來吃貨了XDD

By Necoo
at 2021-10-23T05:41

蛤台積良率不佳我看在騙人吧

By Ida
at 2021-10-23T13:15

吃貨摟~

By Adele
at 2021-10-26T12:56

竟敢說我大GG良率不佳

By Annie
at 2021-10-31T02:52

索尼自己設計有問題吧

By Selena
at 2021-11-02T15:46

你用3nm/5nm還可以唬一下 7nm喊良率不佳別搞笑啦

By Carolina Franco
at 2021-11-04T14:37

7nm的AMD晶片又不是第一次做，很難有問題吧

By Jacky
at 2021-11-08T07:05

爽崩到300 all in

By Queena
at 2021-11-09T02:09

今天2330漲到爆表，根本是假新聞

By Edith
at 2021-11-10T12:12

想甩鍋啊？

By Yedda
at 2021-11-11T14:54

台積電要進處置了！！

By Megan
at 2021-11-16T07:09

等進場囉

By Dorothy
at 2021-11-19T08:13

終於要噴啦

By Odelette
at 2021-11-24T00:10

良率太低了趕快賣

By John
at 2021-11-25T11:23

這到底是哪來的外行人新聞

By Edward Lewis
at 2021-11-26T23:44

盤前ADR繼續漲越爛越噴

By Rachel
at 2021-11-27T05:07

又來？

By Agnes
at 2021-12-01T23:00

笑死，想吃貨掰不出利空，連這種話都說得出口，真可
憐

By Una
at 2021-12-02T19:25

裡面不是說最近已改善？

By Hedwig
at 2021-12-05T23:34

早上的新聞啦，所以是已吃貨(咦)XD

By Queena
at 2021-12-10T07:37

小兒前陣子賣太多，找不到進場點位，開始放話吃貨摟

By Queena
at 2021-12-14T00:32

美股現在盤前噴欸別笑屬人

By Connor
at 2021-12-18T05:23

笑死....新聞連良率低都寫的出來喔xddddd

By Mia
at 2021-12-19T14:29

之前外資倒貨倒不下去就可以安心買了，最會亂倒的就
是外資

By Audriana
at 2021-12-21T15:28

十

By Donna
at 2021-12-25T12:17

面

By Rosalind
at 2021-12-26T12:00

佛

By Selena
at 2021-12-28T02:45

5成？

By Emma
at 2021-12-31T14:20

噴降溫

By Dora
at 2022-01-01T09:19

假的，誰想放消息？

By Ingrid
at 2022-01-02T02:28

台灣人的玻璃心已經在震動

By Charlotte
at 2022-01-05T14:20

nvidia 改用三星後果然效能爆噴一波

By Frederic
at 2022-01-10T02:01

明明是被xbox s價格嚇到調降目標
以為大家不知道還怪台積真的很不要臉

By Isla
at 2022-01-14T07:34

良率是有可能有問題的 sony量比較小所以慢慢解良率問題

By Lauren
at 2022-01-19T02:51

隔壁X盒子：怪了，我怎麼沒遇到

By Carol
at 2022-01-22T16:31

啥鬼啦隔壁棚的Xbox 用一樣的CPU也沒缺貨問題

By Dinah
at 2022-01-25T16:14

PS5是只有晶片就能動膩...

By Yedda
at 2022-01-28T03:08

沒有gg人出來澄清一下嗎

By Aaliyah
at 2022-02-01T01:26

如果不屬實GG公關自然會出來反擊啦

By Ula
at 2022-02-02T06:52

GG輪班碩士加油好嗎? 日班交接到大夜上班果然不夠

By Cara
at 2022-02-06T05:48

良率低？ XBOX S低價競爭？

By Harry
at 2022-02-07T18:53

騙誰啊 7奈米只做索尼soc嗎

By Gilbert
at 2022-02-08T02:19

一定是AMD pattern 爛導致的，不可能是台積的問題

By Candice
at 2022-02-09T06:05

良率真爛

By Dinah
at 2022-02-12T09:59

N7 low yield 不是新聞啊果然這裡魯蛇多呵呵

By Hedwig
at 2022-02-17T06:42

反向操作就對了

By Bennie
at 2022-02-18T15:58

不過難得見光, 表示跪的不夠啦要再加油

By Kama
at 2022-02-22T13:11

Gg公關沒出來擋ㄟ.....

By Andy
at 2022-02-26T18:26

nvidia A100的面積要826mm2都搞出來

By William
at 2022-02-28T16:31

小小的PS5 ....

By Elvira
at 2022-03-02T02:46

xb用一樣製程怎麼就沒問題嘻嘻

By Doris
at 2022-03-02T08:42

台積流行ㄧ句話：yield 之後不知道為什麼就會起來

By Charlotte
at 2022-03-03T16:33

要嘛蘋果急單弄到索尼要嘛索索自己估錯需求

By Noah
at 2022-03-05T16:43

AMD剛調升的財測不知會不會開天窗....

By Catherine
at 2022-03-10T01:44

騙散戶下車？

By Hedda
at 2022-03-10T04:43

晶片良率差影響出貨量，主要受害的不是台積是其他零組件
供應商。如新唐？

By Poppy
at 2022-03-10T19:27

索尼不管台積供貨正不正常到時候都是缺貨，有差嗎??

By Daniel
at 2022-03-12T20:15

這下GG了

By Joe
at 2022-03-14T16:22

買爆

By Carol
at 2022-03-17T04:14

笑鼠人美股噴噴了

By Genevieve
at 2022-03-19T07:28

利空了啦

By Linda
at 2022-03-20T09:23

臨時改規格還說人良率差哈哈

By Tracy
at 2022-03-23T15:47

一定是日本人太龜毛，還牽拖台積電

By Quanna
at 2022-03-28T05:24

吃貨文

By Elma
at 2022-03-29T17:36

5成你信？

By Hedda
at 2022-04-03T04:24

gg不要鬧我ps5哦給我好好做哦

By Tracy
at 2022-04-03T09:29

GG484要GG惹

索尼下修PS5出貨目標傳因台積電良率不良 - 工程師

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索尼下修PS5出貨目標 傳因台積電良率不良 - 工程師

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索尼下修PS5出貨目標傳因台積電良率不良 - 工程師