抢夺华为份额？苹果追加5nm/7nm芯片订单-快科技-科技改变生活

抢夺华为份额？苹果追加5nm/7nm芯片订单

林子
2020年06月08日 22:06
0

一直以来，手机的SoC芯片的性能都是旗舰机的核心卖点，以苹果、华为、三星等为例，去年都纷纷推出了自己的7nm芯片，今年很快也将推出5nm芯片。

据报道，近段时间内，包括苹果、高通、联发科、AMD等在内，都纷纷向台积电大幅追加第四季度的7nm订单。比如苹果追加了即用于iPhone 11/SE的7nm A13芯片的订单，同时可能还将追加5nm A14芯片的订单。要知道台积电的7nm/5nm高端先进制程的产能一直都比较紧缺，而这些厂商抢下的四季度的台积电产能，原本则是属于华为的。

华为是台积电第二大客户，台积电14%营收也是来源于华为。但是，因为美国5月份升级了针对华为的禁令，使得台积电如果没有获得美国许可的话，那么在120天的缓冲期之后，也就是9月下旬之后，台积电将无法为华为代工芯片。这也意味着台积电原本四季度分配给华为的产能将会空出来。而这些空出来的原本就很紧缺的高端先进制程的产能自然会被其他厂商的订单所填补。

文章出处：芯智讯

#苹果 #华为 #7nm

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