+关注
萨摩耶资本
暂无个人介绍
IP属地：海外
39
关注
2
粉丝
2
主题
0
勋章
主贴
热门
萨摩耶资本
2021-02-13
$Artius Acquisition Inc(AACQ)$
又中了spac
萨摩耶资本
2021-02-10
$Atlas Crest Investment Corp(ACIC)$
埋伏的好啊
萨摩耶资本
2020-12-22
$Luminar Technologies, Inc.(LAZR)$
自动驾驶雷达龙头企业。入手两天就翻天了。
萨摩耶资本
2020-12-16
PA而已。滤波器才是重点
抱歉，原内容已删除
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":3568176265131530,"uuid":"3568176265131530","gmtCreate":1605083409677,"gmtModify":1607998774434,"name":"萨摩耶资本","pinyin":"smyzbsamoyeziben","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/db5010524a7389647ee5ff45ce431dc3","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":2,"headSize":39,"tweetSize":4,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":2,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.08.08","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.94%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.18%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":3,"crmLevelSwitch":0,"location":"海外","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":386668121,"gmtCreate":1613174354063,"gmtModify":1613186553055,"author":{"id":"3568176265131530","authorId":"3568176265131530","name":"萨摩耶资本","avatar":"https://static.tigerbbs.com/db5010524a7389647ee5ff45ce431dc3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AACQ\">$Artius Acquisition Inc(AACQ)$</a>又中了spac","listText":"<a href=\"https://laohu8.com/S/AACQ\">$Artius Acquisition Inc(AACQ)$</a>又中了spac","text":"$Artius Acquisition Inc(AACQ)$又中了spac","images":[{"img":"https://static.tigerbbs.com/9e9055dba85bbc48e00d3214b51658bc","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386668121","isVote":1,"tweetType":1,"viewCount":1517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":381630610,"gmtCreate":1612960283730,"gmtModify":1703767484971,"author":{"id":"3568176265131530","authorId":"3568176265131530","name":"萨摩耶资本","avatar":"https://static.tigerbbs.com/db5010524a7389647ee5ff45ce431dc3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ACIC\">$Atlas Crest Investment Corp(ACIC)$</a>埋伏的好啊","listText":"<a href=\"https://laohu8.com/S/ACIC\">$Atlas Crest Investment Corp(ACIC)$</a>埋伏的好啊","text":"$Atlas Crest Investment Corp(ACIC)$埋伏的好啊","images":[{"img":"https://static.tigerbbs.com/03c354c6d03aaaad0dabcaf553a351b5","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/381630610","isVote":1,"tweetType":1,"viewCount":1807,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3500501721534624","authorId":"3500501721534624","name":"韭菜叶","avatar":"https://static.tigerbbs.com/4045406c8ef7d4cfbd540c0bb15faed0","crmLevel":1,"crmLevelSwitch":1},"content":"这么Diao，埋伏了多个SPAC类型的公司吗","text":"这么Diao，埋伏了多个SPAC类型的公司吗","html":"这么Diao，埋伏了多个SPAC类型的公司吗"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":330887903,"gmtCreate":1608569557302,"gmtModify":1703735549207,"author":{"id":"3568176265131530","authorId":"3568176265131530","name":"萨摩耶资本","avatar":"https://static.tigerbbs.com/db5010524a7389647ee5ff45ce431dc3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LAZR\">$Luminar Technologies, Inc.(LAZR)$</a>自动驾驶雷达龙头企业。入手两天就翻天了。","listText":"<a href=\"https://laohu8.com/S/LAZR\">$Luminar Technologies, Inc.(LAZR)$</a>自动驾驶雷达龙头企业。入手两天就翻天了。","text":"$Luminar Technologies, Inc.(LAZR)$自动驾驶雷达龙头企业。入手两天就翻天了。","images":[{"img":"https://static.tigerbbs.com/ddd9bd1726494317b73967a8f1ec7ffc","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/330887903","isVote":1,"tweetType":1,"viewCount":1249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":394528127,"gmtCreate":1608065530469,"gmtModify":1703850947730,"author":{"id":"3568176265131530","authorId":"3568176265131530","name":"萨摩耶资本","avatar":"https://static.tigerbbs.com/db5010524a7389647ee5ff45ce431dc3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"PA而已。滤波器才是重点","listText":"PA而已。滤波器才是重点","text":"PA而已。滤波器才是重点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/394528127","repostId":"2091268248","repostType":2,"isVote":1,"tweetType":1,"viewCount":1055,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":381630610,"gmtCreate":1612960283730,"gmtModify":1703767484971,"author":{"id":"3568176265131530","authorId":"3568176265131530","name":"萨摩耶资本","avatar":"https://static.tigerbbs.com/db5010524a7389647ee5ff45ce431dc3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ACIC\">$Atlas Crest Investment Corp(ACIC)$</a>埋伏的好啊","listText":"<a href=\"https://laohu8.com/S/ACIC\">$Atlas Crest Investment Corp(ACIC)$</a>埋伏的好啊","text":"$Atlas Crest Investment Corp(ACIC)$埋伏的好啊","images":[{"img":"https://static.tigerbbs.com/03c354c6d03aaaad0dabcaf553a351b5","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/381630610","isVote":1,"tweetType":1,"viewCount":1807,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3500501721534624","authorId":"3500501721534624","name":"韭菜叶","avatar":"https://static.tigerbbs.com/4045406c8ef7d4cfbd540c0bb15faed0","crmLevel":1,"crmLevelSwitch":1},"content":"这么Diao，埋伏了多个SPAC类型的公司吗","text":"这么Diao，埋伏了多个SPAC类型的公司吗","html":"这么Diao，埋伏了多个SPAC类型的公司吗"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":386668121,"gmtCreate":1613174354063,"gmtModify":1613186553055,"author":{"id":"3568176265131530","authorId":"3568176265131530","name":"萨摩耶资本","avatar":"https://static.tigerbbs.com/db5010524a7389647ee5ff45ce431dc3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AACQ\">$Artius Acquisition Inc(AACQ)$</a>又中了spac","listText":"<a href=\"https://laohu8.com/S/AACQ\">$Artius Acquisition Inc(AACQ)$</a>又中了spac","text":"$Artius Acquisition Inc(AACQ)$又中了spac","images":[{"img":"https://static.tigerbbs.com/9e9055dba85bbc48e00d3214b51658bc","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386668121","isVote":1,"tweetType":1,"viewCount":1517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":330887903,"gmtCreate":1608569557302,"gmtModify":1703735549207,"author":{"id":"3568176265131530","authorId":"3568176265131530","name":"萨摩耶资本","avatar":"https://static.tigerbbs.com/db5010524a7389647ee5ff45ce431dc3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LAZR\">$Luminar Technologies, Inc.(LAZR)$</a>自动驾驶雷达龙头企业。入手两天就翻天了。","listText":"<a href=\"https://laohu8.com/S/LAZR\">$Luminar Technologies, Inc.(LAZR)$</a>自动驾驶雷达龙头企业。入手两天就翻天了。","text":"$Luminar Technologies, Inc.(LAZR)$自动驾驶雷达龙头企业。入手两天就翻天了。","images":[{"img":"https://static.tigerbbs.com/ddd9bd1726494317b73967a8f1ec7ffc","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/330887903","isVote":1,"tweetType":1,"viewCount":1249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":394528127,"gmtCreate":1608065530469,"gmtModify":1703850947730,"author":{"id":"3568176265131530","authorId":"3568176265131530","name":"萨摩耶资本","avatar":"https://static.tigerbbs.com/db5010524a7389647ee5ff45ce431dc3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"PA而已。滤波器才是重点","listText":"PA而已。滤波器才是重点","text":"PA而已。滤波器才是重点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/394528127","repostId":"2091268248","repostType":2,"repost":{"id":"2091268248","pubTimestamp":1607984260,"share":"https://www.laohu8.com/m/news/2091268248?lang=&edition=full","pubTime":"2020-12-15 06:17","market":"us","language":"zh","title":"传苹果已确定射频IC代工厂，或取代Qorvo、博通","url":"https://stock-news.laohu8.com/highlight/detail?id=2091268248","media":"腾讯新闻","summary":"射频元件并仿照旗下A系列与M系列CPU代工模式，将自行设计的RF元件全交给砷化镓代工龙头稳懋生产，由苹果直接绑稳懋产能，不再通过博通、Qorvo等芯片设计厂下单。针对苹果拟自主开发射频元件，稳懋未予置评。目前苹果RF元件主要由博通、Qorvo等大厂供货。业界分析，稳懋得以获得苹果青睐，来自产能庞大、制程先进以及诚信可靠等三大因素。","content":"<html><body><article><p><strong>导读：</strong>12月14日，台湾经济日报报道称，传<a href=\"https://laohu8.com/S/AAPL\">苹果</a>正自行开发射频（RF）元件，并将自行设计的RF元件全交给砷化镓代工龙头稳懋生产。</p><p>来源：稳懋</p><p>报道称，继宣布自研移动基带后，苹果扩大关键芯片自主化的<strong>脚步愈发坚决</strong>。射频（RF）元件并仿照旗下A系列与M系列CPU代工模式，将自行设计的RF元件<strong>全交给砷化镓代工龙头稳懋生产</strong>，由苹果直接绑稳懋产能，<strong>不再通过<a href=\"https://laohu8.com/S/AVGO\">博通</a>、Qorvo等芯片设计厂下单</strong>。</p><p>这是苹果继iPhone的A系列处理器、Mac搭载的M系列处理器，以及基带芯片之后，又一关键零组件自主化重要策略。针对苹果拟自主开发射频元件，稳懋未予置评。</p><p>业界人士指出，稳懋2020年宣布大手笔斥资850亿元新台币扩产，创下砷化镓产业<strong>年度最大单笔投资</strong>，当时市场认为稳懋此举相当冒险。</p><p>来源：稳懋</p><p>据悉，扩产之后稳懋月产能将从目前的<strong>4.1万片剧增到14万-15万片</strong>，这样的举动如果不是在<strong>“非常有把握”</strong>的情况下，其实相当冒险，也显示稳懋很可能早已与苹果<strong>达成某些共识</strong>。如今来看，未来稳懋新厂订单<strong>最大来源就是苹果</strong>。</p><p>目前苹果RF元件主要由<strong><a href=\"https://laohu8.com/S/BRCM\">博通</a>、Qorvo</strong>等大厂供货。业界分析，稳懋得以获得苹果青睐，来自产能庞大、制程先进以及诚信可靠等三大因素。</p><p>稳懋目前在全球功率放大器（PA）市占高达七成，“<strong>几乎地表上每一个射频元件设计商都是稳懋的客户</strong>”，而稳懋目前月产能4.1万片，也遥遥领先业界竞争对手，遂成为苹果积极合作的主要对象。</p><p>其次，稳懋的<strong>砷化镓制程技术业界领先</strong>，包括高集成度的4G PA以及目前的5G PA，稳懋都走在业界的前端，加上产品良率高，因此成为许多品牌厂的指定代工厂。</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>传苹果已确定射频IC代工厂，或取代Qorvo、博通</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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传苹果已确定射频IC代工厂，或取代Qorvo、博通\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-15 06:17 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202012150619137a3fc79f&s=b><strong>腾讯新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>导读：12月14日，台湾经济日报报道称，传苹果正自行开发射频（RF）元件，并将自行设计的RF元件全交给砷化镓代工龙头稳懋生产。来源：稳懋报道称，继宣布自研移动基带后，苹果扩大关键芯片自主化的脚步愈发坚决。射频（RF）元件并仿照旗下A系列与M系列CPU代工模式，将自行设计的RF元件全交给砷化镓代工龙头稳懋生产，由苹果直接绑稳懋产能，不再通过博通、Qorvo等芯片设计厂下单。这是苹果继iPhone的A...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202012150619137a3fc79f&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/dad74e350b9b09d45929989f896aaa9d","relate_stocks":{"BRCM":"博通","09086":"华夏纳指-U","03086":"华夏纳指","AVGO":"博通","AAPL":"苹果"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202012150619137a3fc79f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2091268248","content_text":"导读：12月14日，台湾经济日报报道称，传苹果正自行开发射频（RF）元件，并将自行设计的RF元件全交给砷化镓代工龙头稳懋生产。来源：稳懋报道称，继宣布自研移动基带后，苹果扩大关键芯片自主化的脚步愈发坚决。射频（RF）元件并仿照旗下A系列与M系列CPU代工模式，将自行设计的RF元件全交给砷化镓代工龙头稳懋生产，由苹果直接绑稳懋产能，不再通过博通、Qorvo等芯片设计厂下单。这是苹果继iPhone的A系列处理器、Mac搭载的M系列处理器，以及基带芯片之后，又一关键零组件自主化重要策略。针对苹果拟自主开发射频元件，稳懋未予置评。业界人士指出，稳懋2020年宣布大手笔斥资850亿元新台币扩产，创下砷化镓产业年度最大单笔投资，当时市场认为稳懋此举相当冒险。来源：稳懋据悉，扩产之后稳懋月产能将从目前的4.1万片剧增到14万-15万片，这样的举动如果不是在“非常有把握”的情况下，其实相当冒险，也显示稳懋很可能早已与苹果达成某些共识。如今来看，未来稳懋新厂订单最大来源就是苹果。目前苹果RF元件主要由博通、Qorvo等大厂供货。业界分析，稳懋得以获得苹果青睐，来自产能庞大、制程先进以及诚信可靠等三大因素。稳懋目前在全球功率放大器（PA）市占高达七成，“几乎地表上每一个射频元件设计商都是稳懋的客户”，而稳懋目前月产能4.1万片，也遥遥领先业界竞争对手，遂成为苹果积极合作的主要对象。其次，稳懋的砷化镓制程技术业界领先，包括高集成度的4G PA以及目前的5G PA，稳懋都走在业界的前端，加上产品良率高，因此成为许多品牌厂的指定代工厂。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1055,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
