三星与台积电分别赢得代工高通5纳米5G芯片合同
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动态 2020-02-19 14:07:45 字数:953

据外媒报道,据两位知情人士透露,三星电子公司旗下半导体制造部门赢得了高通的最新合同,将使用其最先进的芯片制造技术生产高通的5G芯片,这将推动三星加强与台积电争夺市场份额。


三星与台积电分别赢得代工高通5纳米5G芯片合同


三星将制造部分高通的x60调制解调器芯片,这些芯片将把智能手机等设备连接到5G无线数据网络上。站长资源平台知情人士称,X60将采用三星的5纳米工艺制造,这使得该芯片比前几代更小、更节能。此外,台积电也有望为高通制造5纳米调制解调器。

三星和高通均拒绝置评,台积电未立即回复置评请求。

三星最为消费者所熟知的是其手机和其他电子设备,通过其代工部门成为世界第二大芯片制造商,自营许多手机零部件,并为IBM和英伟达等外部客户制造芯片。

但从历史上看,三星的大部分半导体收入来自内存芯片,随着供需的波动,内存芯片的价格也可能会随之浮动。为了减少对这个动荡市场的依赖,三星去年宣布了新的计划,即将在2030年之前在非内存芯片业务上投资1160亿美元。

与高通的交易表明,三星在为这一努力赢得客户方面取得了进展。即使三星只赢得了部分订单,高通也是三星5纳米制造工艺的最主要客户。三星计划今年加大这项技术的开发力度,试图从台积电手中夺回更多市场份额,台积电今年也将开始批量生产5纳米芯片。

赢得高通合同可能会提振三星的代工业务,因为随着许多移动设备转向5G,x60调制解调器可能会用在这些设备上。市场研究机构TrendForce的数据显示,在2019年第四季度,三星的市场份额为17.8%,而台积电为52.7%。

高通周二在另一份声明中表示,将在今年第一季度开始向客户发送x60芯片样品。但高通没有透露谁将生产这些芯片,现在尚不确定首批芯片将由三星还是台积电生产。

台积电使用之前的7纳米制造工艺更快地提高了芯片产能,从而赢得了苹果等客户的青睐。上个月,台积电高管表示,他们预计将在今年上半年开始提高5纳米芯片的产量,预计这将占该公司2020年营收的10%。

在1月份的投资者电话会议上,当被问及三星将如何与台积电竞争时,三星晶圆高级副总裁Shawn Han表示,该公司计划今年通过“多元化客户应用”来扩大5纳米芯片产量。

高通自己设计芯片,但与外部公司合作制造芯片。该公司过去曾通过三星、台积电以及中芯国际生产芯片,这取决于哪家晶圆厂的技术和定价可以满足其产品需求。


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