聯發科10奈米 傳小米退單 - 工程師
By Joseph
at 2017-02-16T02:44
at 2017-02-16T02:44
Table of Contents
聯發科10奈米 傳小米退單
經濟日報
https://goo.gl/Dvj384
市場昨(14)日傳出,中國大陸智慧型手機品牌廠小米將取消對聯發科(2454)的10奈米晶片曦力(Helio)X30開案計畫。法人認為,若傳言成真,將使聯發科10奈米客戶再少一家,且連帶拖累在台積電的10奈米製程投片量。
聯發科去年初就重新調整產品藍圖(Road Map),原計畫採用台積電16奈米FinFET製程生產的高階晶片曦力(Helio)「X30」改為10奈米製程,16奈米晶片剩下一顆Helio系列的「P20」,去年下半年再追加一顆10奈米晶片「P35」(原名為X35、後訂名為P35)。
就聯發科現階段的規畫來看,今年10奈米晶片就是「X30」和「P35」兩顆。量產時程上,「X30」會在本月量產,客戶端產品量產時間落在第2季,「P35」晶片則在今年第2季才會量產。
由於聯發科的客戶端屬性不同,使得首顆10奈米晶片開案進度並不算順利,原本去年確定採用的客戶只有魅族和樂視,小米則一直與高通PK中;今年出貨目標都上看億台的OPPO和Vivo都確定不開案。但樂視手機事業受阻後,等於聯發科口袋名單中的10奈米客戶,只剩下魅族和小米有機會。不料,昨日市場傳出,小米確定不會針對「X30」開案。
手機晶片供應鏈認為,10奈米晶片開發成本高達1,200萬美元,折合新台幣近4億元,成本高昂,已是聯發科去年第4季和第1季毛利率刷歷史新低的原因之一;若投片量續低,將使晶片單位成本再上升。
法人認為,台積電的10奈米首批客群為手機晶片廠,包括蘋果、聯發科、海思併列為首發三大客戶;原本聯發科在去年底就傳出下修對台積電10奈米的下單量達到五成以上,若小米又不開案,對投片量將更為不利。
https://goo.gl/fS6o1C
聯發科10奈米產品計畫
圖/經濟日報提供
--
經濟日報
https://goo.gl/Dvj384
市場昨(14)日傳出,中國大陸智慧型手機品牌廠小米將取消對聯發科(2454)的10奈米晶片曦力(Helio)X30開案計畫。法人認為,若傳言成真,將使聯發科10奈米客戶再少一家,且連帶拖累在台積電的10奈米製程投片量。
聯發科去年初就重新調整產品藍圖(Road Map),原計畫採用台積電16奈米FinFET製程生產的高階晶片曦力(Helio)「X30」改為10奈米製程,16奈米晶片剩下一顆Helio系列的「P20」,去年下半年再追加一顆10奈米晶片「P35」(原名為X35、後訂名為P35)。
就聯發科現階段的規畫來看,今年10奈米晶片就是「X30」和「P35」兩顆。量產時程上,「X30」會在本月量產,客戶端產品量產時間落在第2季,「P35」晶片則在今年第2季才會量產。
由於聯發科的客戶端屬性不同,使得首顆10奈米晶片開案進度並不算順利,原本去年確定採用的客戶只有魅族和樂視,小米則一直與高通PK中;今年出貨目標都上看億台的OPPO和Vivo都確定不開案。但樂視手機事業受阻後,等於聯發科口袋名單中的10奈米客戶,只剩下魅族和小米有機會。不料,昨日市場傳出,小米確定不會針對「X30」開案。
手機晶片供應鏈認為,10奈米晶片開發成本高達1,200萬美元,折合新台幣近4億元,成本高昂,已是聯發科去年第4季和第1季毛利率刷歷史新低的原因之一;若投片量續低,將使晶片單位成本再上升。
法人認為,台積電的10奈米首批客群為手機晶片廠,包括蘋果、聯發科、海思併列為首發三大客戶;原本聯發科在去年底就傳出下修對台積電10奈米的下單量達到五成以上,若小米又不開案,對投片量將更為不利。
https://goo.gl/fS6o1C
聯發科10奈米產品計畫
圖/經濟日報提供
--
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