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niumeng
2021-01-30
相同条件，顾客更愿意选台积电，因为他不是顾客的竞争对手
全球第二的三星，遇上全球第一的台积电，营收差距不是一星半点
niumeng
2021-01-21
这就不是一场不平等竞争，因为市场管控，中国就是个抽水机，全球化利于中国，却不利于市场经济国家。
抱歉，原内容已删除
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21:43","market":"us","language":"zh","title":"全球第二的三星，遇上全球第一的台积电，营收差距不是一星半点","url":"https://stock-news.laohu8.com/highlight/detail?id=2107405228","media":"腾讯新闻","summary":"最近两家厂商相继发布2020年第四季度财报，从中可以看出，全球第二的三星遇上全球第一的台积电，营收差距不是一星半点。根据台积电公布详细数据来看，截止至2020年第四季度，台积电20%的营收都是5nm产线贡献，7nm及以上工艺产线对台积电的营收贡献已经超过了50%。而目前市场上，只有台积电能达到这一标准。综合来看，台积电能在代工业务上领先三星并不是没有道理。短期来看，台积电将会一直压制着三星。","content":"<html><body><article><p>当前，<strong>芯片行业只有两家厂商拥有生产</strong><strong>5nm</strong><strong>处理器的能力，它们分别是<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>和<a href=\"https://laohu8.com/S/TSM\">台积电</a></strong>。值得一提的是，虽然两家公司芯片制程水准相差并不大，但是在芯片代工市场的地位却是相差甚远。</p><p>最近两家厂商相继发布2020年第四季度财报，从中可以看出，<strong>全球第二的三星遇上全球第一的台积电，营收差距不是一星半点。</strong></p><p>数据显示，<strong>2020年第四季度台积电总营收为</strong><strong>3615.3</strong><strong>亿新台币，折合人民币835</strong><strong>亿。而<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>半导体部门营收则达到165</strong><strong>亿美元</strong>。不过，<strong>三星半导体部门主要是靠存储芯片业务赚钱，芯片代工生产只贡献了其中一小部分营收</strong>。结合以往数据可以推测出，三星芯片代工业务营收应该只有270亿，相当于台积电代工营收的三分之一。</p><p>两家厂商之所以代工营收会相差如此之大，在笔者看来，原因主要有三点：</p><p>第一是技术差距，<strong>虽然三星和台积电最新工艺都是</strong><strong>5nm</strong><strong>，但在业内人士眼中，三星5nm</strong><strong>工艺与台积电6nm</strong><strong>工艺是同一水准</strong>。也是因此，大多数芯片设计公司都喜欢找台积电进行代工生产芯片，像是之前找三星合作的<a href=\"https://laohu8.com/S/QCOM\">高通</a>，最近就被爆出，频繁接触台积电，想要使用其加强版5nm工艺生产下一代处理器。</p><p>第二点原因<strong>是台积电技术升级换代快，能生产先进芯片的产线数量更多，能为公司创造更高的利润</strong>。根据台积电公布详细数据来看，截止至2020年第四季度，台积电20%的营收都是5nm产线贡献，7nm及以上工艺产线对台积电的营收贡献已经超过了50%。</p><p><strong>第三点原因是台积电拥有质量更高的客户，并且客户能够给予台积电稳定的订单。</strong>像<a href=\"https://laohu8.com/S/AAPL\">苹果</a>，<strong>每年都霸占台积电的高端工艺产线，这让台积电可以肆无忌惮的对产线进行扩充，从而获得更多的订单</strong>。</p><p>当然，优质客户之所以选择台积电，核心原因还是这类企业对芯片代工技术有相当高的要求。而目前市场上，只有台积电能达到这一标准。</p><p>综合来看，台积电能在代工业务上领先三星并不是没有道理。技术、客户、量产能力，台积电对比三星都有不小的优势，而且三个方面都不是很容易就能补齐。</p><p>短期来看，台积电将会一直压制着三星。对于这样的局面，你认为三星有能力反超台积电吗？</p><p>文/JING 审核/羽西</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>全球第二的三星，遇上全球第一的台积电，营收差距不是一星半点</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n全球第二的三星，遇上全球第一的台积电，营收差距不是一星半点\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-30 21:43 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202101302149407e5fa91d&s=b><strong>腾讯新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当前，芯片行业只有两家厂商拥有生产5nm处理器的能力，它们分别是三星和台积电。值得一提的是，虽然两家公司芯片制程水准相差并不大，但是在芯片代工市场的地位却是相差甚远。最近两家厂商相继发布2020年第四季度财报，从中可以看出，全球第二的三星遇上全球第一的台积电，营收差距不是一星半点。数据显示，2020年第四季度台积电总营收为3615.3亿新台币，折合人民币835亿。而三星电子半导体部门营收则达到...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202101302149407e5fa91d&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"TSM":"台积电","SMSN.UK":"三星"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202101302149407e5fa91d&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2107405228","content_text":"当前，芯片行业只有两家厂商拥有生产5nm处理器的能力，它们分别是三星和台积电。值得一提的是，虽然两家公司芯片制程水准相差并不大，但是在芯片代工市场的地位却是相差甚远。最近两家厂商相继发布2020年第四季度财报，从中可以看出，全球第二的三星遇上全球第一的台积电，营收差距不是一星半点。数据显示，2020年第四季度台积电总营收为3615.3亿新台币，折合人民币835亿。而三星电子半导体部门营收则达到165亿美元。不过，三星半导体部门主要是靠存储芯片业务赚钱，芯片代工生产只贡献了其中一小部分营收。结合以往数据可以推测出，三星芯片代工业务营收应该只有270亿，相当于台积电代工营收的三分之一。两家厂商之所以代工营收会相差如此之大，在笔者看来，原因主要有三点：第一是技术差距，虽然三星和台积电最新工艺都是5nm，但在业内人士眼中，三星5nm工艺与台积电6nm工艺是同一水准。也是因此，大多数芯片设计公司都喜欢找台积电进行代工生产芯片，像是之前找三星合作的高通，最近就被爆出，频繁接触台积电，想要使用其加强版5nm工艺生产下一代处理器。第二点原因是台积电技术升级换代快，能生产先进芯片的产线数量更多，能为公司创造更高的利润。根据台积电公布详细数据来看，截止至2020年第四季度，台积电20%的营收都是5nm产线贡献，7nm及以上工艺产线对台积电的营收贡献已经超过了50%。第三点原因是台积电拥有质量更高的客户，并且客户能够给予台积电稳定的订单。像苹果，每年都霸占台积电的高端工艺产线，这让台积电可以肆无忌惮的对产线进行扩充，从而获得更多的订单。当然，优质客户之所以选择台积电，核心原因还是这类企业对芯片代工技术有相当高的要求。而目前市场上，只有台积电能达到这一标准。综合来看，台积电能在代工业务上领先三星并不是没有道理。技术、客户、量产能力，台积电对比三星都有不小的优势，而且三个方面都不是很容易就能补齐。短期来看，台积电将会一直压制着三星。对于这样的局面，你认为三星有能力反超台积电吗？文/JING 审核/羽西","news_type":1},"isVote":1,"tweetType":1,"viewCount":953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":337795031,"gmtCreate":1611201923123,"gmtModify":1703748756343,"author":{"id":"3563068850758301","authorId":"3563068850758301","name":"niumeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这就不是一场不平等竞争，因为市场管控，中国就是个抽水机，全球化利于中国，却不利于市场经济国家。","listText":"这就不是一场不平等竞争，因为市场管控，中国就是个抽水机，全球化利于中国，却不利于市场经济国家。","text":"这就不是一场不平等竞争，因为市场管控，中国就是个抽水机，全球化利于中国，却不利于市场经济国家。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/337795031","repostId":"1189925208","repostType":4,"isVote":1,"tweetType":1,"viewCount":1922,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3493078634162771","authorId":"3493078634162771","name":"我要做镰刀","avatar":"https://static.tigerbbs.com/6365846faba6b598ce7c03c4b7c652b0","crmLevel":2,"crmLevelSwitch":1},"content":"那你意思是中国还是个计划经济？","text":"那你意思是中国还是个计划经济？","html":"那你意思是中国还是个计划经济？"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":337795031,"gmtCreate":1611201923123,"gmtModify":1703748756343,"author":{"id":"3563068850758301","authorId":"3563068850758301","name":"niumeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这就不是一场不平等竞争，因为市场管控，中国就是个抽水机，全球化利于中国，却不利于市场经济国家。","listText":"这就不是一场不平等竞争，因为市场管控，中国就是个抽水机，全球化利于中国，却不利于市场经济国家。","text":"这就不是一场不平等竞争，因为市场管控，中国就是个抽水机，全球化利于中国，却不利于市场经济国家。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/337795031","repostId":"1189925208","repostType":4,"isVote":1,"tweetType":1,"viewCount":1922,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3493078634162771","authorId":"3493078634162771","name":"我要做镰刀","avatar":"https://static.tigerbbs.com/6365846faba6b598ce7c03c4b7c652b0","crmLevel":2,"crmLevelSwitch":1},"content":"那你意思是中国还是个计划经济？","text":"那你意思是中国还是个计划经济？","html":"那你意思是中国还是个计划经济？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312318879,"gmtCreate":1612018555491,"gmtModify":1703757461403,"author":{"id":"3563068850758301","authorId":"3563068850758301","name":"niumeng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"相同条件，顾客更愿意选台积电，因为他不是顾客的竞争对手","listText":"相同条件，顾客更愿意选台积电，因为他不是顾客的竞争对手","text":"相同条件，顾客更愿意选台积电，因为他不是顾客的竞争对手","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/312318879","repostId":"2107405228","repostType":2,"isVote":1,"tweetType":1,"viewCount":953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
