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）签署了谅解备忘录，后者将为前者位于古吉拉特邦和阿萨姆邦在建的半导体厂提供设备和人才培训服务。塔塔集团表示，双方合作将加速公司与力积电共同在古吉拉特邦投资9100亿印度卢比兴建的晶圆厂、以及与Test Pvt 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":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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