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Back傳三星搶高通2奈米訂單 與台積電競爭
傳三星搶高通2奈米訂單 與台積電競爭
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自由时报40 minutes agoBusiness2 min readChina

傳三星搶高通2奈米訂單 與台積電競爭

高通預計本月發布新旗艦晶片,最新報導指出三星可能仍在競爭之列,爭取2奈米晶片代工訂單。

Quick Look

高通預計本月發布旗艦行動晶片,最新報導指出三星正與高通磋商2奈米晶片代工交易,可能打破多年來完全由台積電代工的局面。目前三星良率約55%,台積電則為60-70%。

AI-generated summary

Why It Matters

高通旗艦晶片多年未由三星代工,因過去良率不佳。三星目前2奈米良率約55%,台積電則為60-70%。

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高通的旗艦晶片已多年未由三星代工,最新的報導表明三星可能從台積電手中搶到高通的2奈米訂單。

高通預計將於本月稍晚發布新款旗艦行動晶片組,預計推出兩款型號,分別是驍龍8 Elite Gen 6和驍龍8 Elite Gen 6 Pro。早前的報導(今年4月22日)傳出高通可能會完全委託台積電生產這些2奈米晶片,但最新的報導表明三星可能仍在競爭之列。

Sammobile報導指出,高通的旗艦晶片已多年未由三星代工,因為這家南韓巨頭的晶圓代工廠在先進製程上良率不佳。但三星的2奈米製程製程表現更佳,已獲得多家美國大型企業的訂單。據稱其良率約為55%,這是一個可喜的進步,但仍低於台積電60-70%的良率。

據報導,三星和高通正在就一項可能由三星代工廠生產高通2奈米晶片的交易進行磋商。據悉,雙方討論的重點包括規格、定價和製程優化。目前,台積電和三星都有可能參與這些晶片的生產。

高通將在本月稍晚驍龍峰會上正式發布新晶片,屆時應該會更清楚地說明其新晶片的生產地點。

最近的一份報告指出,價格仍然是雙方爭論的焦點,因為鑑於三星2奈米製程的需求量更大, 三星不願意像以前那樣提供折扣。

What to Watch

AI outlook — possibilities, not facts

  • 高通將在驍龍峰會上發布新晶片並公布生產地點

    Very likely · Within days

Open Questions

  • 高通新晶片最終由誰代工?
  • 雙方價格磋商結果為何?

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