HILOVEYOUTU 发表于 2025-1-6 14:40:59

台积电为苹果代工3纳米芯片报价曝光 较28纳米增加近三倍

<picture style="box-sizing: border-box;"><font face="宋体" size="4">&nbsp;<img alt="台积电的晶圆代工要价,从苹果A7处理器的5,000美元,如今劲扬2.6倍至18,000美元。 (路透)" class=" lazyloaded" data-src="https://pgw.worldjournal.com/gw/photo.php?u=https://uc.udn.com.tw/photo/wj/realtime/2025/01/06/31223525.jpg&amp;x=0&amp;y=0&amp;sw=0&amp;sh=0&amp;sl=W&amp;fw=800&amp;exp=3600&amp;q=75" src="https://pgw.worldjournal.com/gw/photo.php?u=https://uc.udn.com.tw/photo/wj/realtime/2025/01/06/31223525.jpg&amp;x=0&amp;y=0&amp;sw=0&amp;sh=0&amp;sl=W&amp;fw=800&amp;exp=3600&amp;q=75" _mstalt="418334462" _msthash="252" style="box-sizing: border-box; border-style: none; object-fit: contain; width: 580px; height: 386px;"></font></picture><figcaption _msttexthash="418334462" _msthash="253" style="box-sizing: border-box; line-height: 1.4; padding-top: 10px; padding-bottom: 10px; color: rgb(126, 126, 126); background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;"><font face="宋体" size="4">台积电的晶圆代工要价,从苹果A7处理器的5,000美元,如今劲扬2.6倍至18,000美元。 (路透)</font></figcaption><p style="box-sizing: border-box; letter-spacing: 1px; margin-bottom: 20px; line-height: 1.75; color: rgb(34, 34, 34); word-break: break-word;"><font _mstmutation="1" _msttexthash="843117522" _msthash="254" style="box-sizing: border-box;" face="宋体" size="4">分析师表示,苹果智能机的A系列处理器,从A7到现今的A18出现重大进展; 而<span _istranslated="1" style="box-sizing: border-box; background-color: initial; color: rgb(126, 126, 126); text-decoration-line: none; border-bottom: 1px solid rgb(126, 126, 126); transition: color 0.3s linear, border 0.3s linear;">台积电</span><font color="#7e7e7e"><span style="box-sizing: border-box; border-bottom: 1px solid rgb(126, 126, 126); transition: color 0.3s linear, border 0.3s linear;">的晶圆代工要价,也从A7时代的5,000美元,劲扬2.6倍至18,000美元。</span></font></font></p><p style="box-sizing: border-box; letter-spacing: 1px; margin-bottom: 20px; line-height: 1.75; color: rgb(34, 34, 34); word-break: break-word;"></p><p style="box-sizing: border-box; letter-spacing: 1px; margin-bottom: 20px; line-height: 1.75; color: rgb(34, 34, 34); word-break: break-word;"><font _mstmutation="1" _msttexthash="3519365863" _msthash="255" style="box-sizing: border-box;" face="宋体" size="4">科技网站Tom's Hardware报导,Creative Strategies首席执行官兼首席分析师巴加林(Ben Bajarin)发文指出,苹果A系列<span _istranslated="1" style="box-sizing: border-box; background-color: initial; color: rgb(126, 126, 126); text-decoration-line: none; border-bottom: 1px solid rgb(126, 126, 126); transition: color 0.3s linear, border 0.3s linear;">芯片</span><font color="#7e7e7e"><span style="box-sizing: border-box; border-bottom: 1px solid rgb(126, 126, 126); transition: color 0.3s linear, border 0.3s linear;">持续演进,A7处理器(用于</span></font><span _istranslated="1" style="box-sizing: border-box; background-color: initial; color: rgb(126, 126, 126); text-decoration-line: none; border-bottom: 1px solid rgb(126, 126, 126); transition: color 0.3s linear, border 0.3s linear;">iPhone</span><font color="#7e7e7e"><span style="box-sizing: border-box; border-bottom: 1px solid rgb(126, 126, 126); transition: color 0.3s linear, border 0.3s linear;">5S)采28纳米制程,晶体管数量为10亿个; 如今的A18 Pro处理器(用于iPhone 16 Pro)采3纳米制程,晶体管数量跃升至200亿个。</span></font></font></p><p style="box-sizing: border-box; letter-spacing: 1px; margin-bottom: 20px; line-height: 1.75; color: rgb(34, 34, 34); word-break: break-word;"></p><p _msttexthash="806171431" _msthash="256" style="box-sizing: border-box; letter-spacing: 1px; margin-bottom: 20px; line-height: 1.75; color: rgb(34, 34, 34); word-break: break-word;"><font face="宋体" size="4">晶体管数量大增,成本跟着冲高,晶圆要价从A7的5,000美元,到A17、A18 Pro升至18,000美元。 处理器的每平方公厘成本从0.07美元,增至0.25美元。</font></p><p style="box-sizing: border-box; letter-spacing: 1px; margin-bottom: 20px; line-height: 1.75; color: rgb(34, 34, 34); word-break: break-word;"></p><p style="box-sizing: border-box; letter-spacing: 1px; 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data-tweet-id="1869420112182452487" style="box-sizing: border-box; position: static; visibility: visible; width: 550px; height: 441px; display: block; flex-grow: 1;"></iframe></div><p style="box-sizing: border-box; letter-spacing: 1px; margin-bottom: 20px; line-height: 1.75; color: rgb(34, 34, 34); word-break: break-word;"></p><p _msttexthash="1004333109" _msthash="315" style="box-sizing: border-box; letter-spacing: 1px; margin-bottom: 20px; line-height: 1.75; color: rgb(34, 34, 34); word-break: break-word;"><font face="宋体" size="4">巴加林表示,A系列处理器用于智能机,空间有限,芯片尺片大略维持一致,在80~125平方公厘之间。 台积制程技术的进展,让晶体管密度能稳定提高。</font></p><p style="box-sizing: border-box; letter-spacing: 1px; margin-bottom: 20px; line-height: 1.75; color: rgb(34, 34, 34); word-break: break-word;"></p><p _msttexthash="1555972912" _msthash="316" style="box-sizing: border-box; letter-spacing: 1px; margin-bottom: 20px; line-height: 1.75; color: rgb(34, 34, 34); word-break: break-word;"><font face="宋体" size="4">10纳米的A11处理器、7纳米的A12处理器,晶体管密度分别增加86%、69%,是改善幅度最大的制程,但近来的A16~A18 Pro处理器,晶体管密度增速趋缓,显示现行制程可能逼近物理极限。</font></p><p style="box-sizing: border-box; letter-spacing: 1px; margin-bottom: 20px; line-height: 1.75; color: rgb(34, 34, 34); word-break: break-word;"></p><p _msttexthash="646536397" _msthash="317" style="box-sizing: border-box; letter-spacing: 1px; margin-bottom: 20px; line-height: 1.75; color: rgb(34, 34, 34); word-break: break-word;"><font face="宋体" size="4">与此同时,要提高芯片的每周期指令(IPC)也益发困难。 尽管如此,每一代的A系列处理器,性能功耗比都持续提升。</font></p><p style="box-sizing: border-box; letter-spacing: 1px; margin-bottom: 20px; line-height: 1.75; color: rgb(34, 34, 34); word-break: break-word;"></p><p _msttexthash="1555806798" _msthash="318" style="box-sizing: border-box; letter-spacing: 1px; margin-bottom: 20px; line-height: 1.75; color: rgb(34, 34, 34); word-break: break-word;"><font face="宋体" size="4">报导引述业界消息说,台积为向客户保证高价格晶圆的稳定和价值,台积试图达到某个良率门槛后,才会开始生产。 要是实际良率远低于门槛,比方说低了10%~15%,可能会给予客户财务补偿或折扣。</font></p><p style="box-sizing: border-box; letter-spacing: 1px; margin-bottom: 20px; line-height: 1.75; color: rgb(34, 34, 34); word-break: break-word;"></p><p _msttexthash="2529561268" _msthash="319" style="box-sizing: border-box; letter-spacing: 1px; margin-bottom: 20px; line-height: 1.75; color: rgb(34, 34, 34); word-break: break-word;"><font face="宋体" style="" size="4">苹果是台积先进制程的大客户,有机会调整制造程序,以减少瑕疵、提高良率,从成本角度而言,比其他台积客户更有利。 此外,据传苹果并非按每片晶圆计价,而是台积唯一依照芯片数量计价的客户。 每片晶圆能取得的芯片数量,取决于良率高低。</font></p><div align="left"><font color="#444444"><font color="#444444"><font color="#000"><font color="#444444"><font color="#444444"><font face="宋体"><font size="4"><font face="&amp;quot"><font style="font-size: 16px;"><font face="宋体"><font color="#444444"><font face="&amp;quot"><font color="#444444"><font color="#444444"><font face="宋体"><font face="&amp;quot;"><font face="黑体"><div align="center"><font color="#000"><font color="#000"><font face="宋体"><font 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