高通明年SM8550回歸台積電4奈米 聯發 - 工程師
By Kristin
at 2021-05-02T11:36
at 2021-05-02T11:36
Table of Contents
新聞標題: 高通明年SM8550回歸台積電4奈米 聯發科早領先一年
晶圓代工龍頭廠台積電(2330)延續5奈米家族的4奈米製程今年下半年試產,聯發科(
2454)拔得頭籌,供應鏈指出,其實4奈米應視為5奈米的另一個優化版本,明年高通5G旗
艦款晶片SM8550,也將重返台積電採用4奈米,換言之,聯發科這次產品的確領先高通一
年。
以目前供應鏈態勢來看,台積電4奈米客戶中仍以Apple為最大,聯發科有望居次,輝達明
年也將重回台積電懷抱,不過,超微(AMD)可能要到2023年才會回歸。
供應鏈指出,台積電每年都會在晶圓製程改善,以前是叫做改版,但現在採用改名字成4
奈米的形式,與5奈米為同一個家族世代,就是5奈米的優化版,而明年將量產所有5奈米
的案子都會轉進4奈米
值得注意得的是,依據美國晶片大廠高通晶圓投片策略,每一顆產品包括數據晶片,都是
以台積電、三星輪流投片為主,而明年高通5G旗艦款單晶片SM8550將回來台積電,對比聯
發科今年下半年即將量產的天璣2000,以製程來說,聯發科首度領先高通一年。
至於台積電明年大客戶動態,台積電4奈米製程最大客戶仍是Apple,AMD 規劃比較晚一點
,預估要到2023年,輝達4奈米會快一點,大概明年中就會回來台積電4奈米。
高通今年晶片出師不利,先有三星晶圓良率問題讓S888調教需下功夫,隨後又因三星美德
州奧斯汀(Austin)廠因暴風雪影響,導致生產停滯,讓高通平台從高階中低階全數拉警
報。
市場關注,今年三星面臨晶圓產能、良率雙重衝擊,明年是否有因應的策略調整,業界認
為,三星晶圓產能是否開始有調整還未確定,三星仍是不能輕忽存在,但由於欠缺台積電
的企業文化、風格,台積電在先進製程仍可領先約5年。
高通晶片產能受限,今年最大贏家莫過於是聯發科,聯發科除一手全握中國品牌大客戶訂
單,更趁勝追擊今年在北美、歐洲的市占率也將顯著提升。
更讓市場關注的是,聯發科手機平台策略相較於過去強打中階主流戰場,憑藉在天璣2000
支援5奈米毫米波加持,聯發科將重返旗艦手機晶片市場,一雪4G時代 X30之恥。
日前法說會外資曾提問聯發科執行長蔡力行,因蔡力行4年前加入聯發科之際,原定定調
不以高階產品為主力,但現在更弦易轍,聯發科將力拼高階產品。蔡力行表示,4G 高階
產品不盡理想,因此調整為中階主流,但在5G數據晶片成功,會趁勝追擊。(陳俐妏/台
北寶島)
新聞來源: https://reurl.cc/g85AkN
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