印度半导体“护城河”建设提速：恩智浦、苹果等押注

全球半导体观察09-12

据路透社等媒体报道，荷兰半导体厂商恩智浦将在印度投资10亿美元，以提高研发能力。报道称，当地时间9月11日，恩智浦半导体执行长库尔特·西佛斯 (Kurt Sievers) 在Semicon India会议上表示，将致力于未来几年内将其在印度的研发投入增加一倍，金额超过10亿美元。据Sievers介绍，恩智浦在印度拥有4个半导体设计中心，约有3000名员工。目前。恩智浦正在与印度汽车等领域的企业...

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Ltd合作在阿萨姆邦投资2700亿印度卢比兴建的半导体封测厂建设。印度科技部长Vaishnaw表示，印度正在扩大其芯片政策，将重点引进芯片设备制造商。此外，印度媒体于9月11日报道称，苹果公司正在与美光、塔塔集团和其他在印度设立工厂的半导体制造商进行谈判，以确保为其在印度生产的iPhone提供价值120亿美元的芯片。近年来，为减少对单一市场的依赖并降低供应链风险，苹果正逐渐将其生产能力转移至印度。有数据显示，从2023年到2024年，苹果在印度生产的iPhone占比已从7%提升至14%。此外，苹果还计划在2026年前将26%的iPhone产能移转至印度，并在当地采购120亿美元的芯片。2024财年，苹果在印度生产的iPhone价值140亿美元，约占其全球iPhone产量的近14%。知情人士指出，若美光和塔塔能够生产出符合苹果要求的芯片，那么iPhone所需的大部分芯片将来自这些企业，可望为印度半导体产业创造巨大商机。事实上，尽管印度半导体发展尚处于起步阶段，但从其拨款100亿美元的激励计划足以看出印度发展半导体产业的决心。目前，除了恩智浦半导体外，印度已经吸引了美光、泛林集团、力积电、高塔半导体、英伟达、AMD、以及应用材料等国际半导体厂商的投资目光。其中，IC设计厂商英伟达和AMD等厂商已在印度建立大量研究和设计中心，凸显其在全球生态系统中日益重要的地位。半导体材料厂商应用材料也在去年6月表示，将在4年内投资4亿美元在印度建立一个新的工程中心。此外，在芯片制造领域，更有多家厂商表示计划在印度建厂设厂。而截止目前，印度政府已经批准了五座价值约180亿美元的半导体工厂建设案，主要涉及晶圆代工厂和封测厂。推荐阅读前十大晶圆代工厂商最新营收排名存储器三雄把握HBM3e商机全球前六大智能手机市占率排名芯片制造关键技术首次突破▶关于我们TrendForce集邦咨询是一家横跨存储、集成电路与半导体、晶圆代工、光电显示、LED、新能源、智能终端、5G与通讯网络、汽车电子和人工智能等领域的全球高科技产业研究机构。公司在行业研究、政府产业发展规划、项目评估与可行性分析、企业咨询与战略规划、品牌营销等方面积累了多年的丰富经验，是政企客户在高科技领域进行产业分析、规划评估、顾问咨询、品牌宣传的优质合作伙伴。上下滑动查看发现“分享”和“赞”了吗，戳我看看吧","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"Company 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