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正是橙黄橘绿时
2021-02-24
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正是橙黄橘绿时
2021-01-26
$台积电(TSM)$
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18:00","market":"us","language":"zh","title":"独占55％的市场，中国芯片巨头喜提世界第一，对手只剩三星","url":"https://stock-news.laohu8.com/highlight/detail?id=2111093130","media":"数码小妖精","summary":"随着英特尔的出局，全球芯片代工领域的第一梯队只剩下台积电和三星两家。但从市场份额来看，三星和台积电仍有着不小的差距。榜单中，中国芯片巨头台积电以55.6%的市场份额稳居全球第一。无论是从营收，还是从先进工艺制程的研发程度来看，台积电目前都已经稳坐世界第一晶圆代工厂的宝座。业界分析指出，三星的一系列动作都表明，其对于3nm先进工艺的野心和对赶超台积电的期待。","content":"<html><body><article><p>随着<a href=\"https://laohu8.com/S/INTC\">英特尔</a>的出局，全球芯片代工领域的第一梯队只剩下<a href=\"https://laohu8.com/S/TSM\">台积电</a>和<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>两家。但从市场份额来看，三星和台积电仍有着不小的差距。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210215201711303v173pyrqgavs3j3\"/><p>世界第一晶圆代工厂</p><p>2020年12月，拓璞产业研究院公布了2020年第四季度全球晶圆代工厂商的营收排名。榜单中，中国芯片巨头<strong>台积电以55.6%的市场份额稳居</strong><strong>全球</strong><strong>第一。虽然三星在榜单中排名第二，但16.4%的市场份额和台积电相比，差距高达39.2个百分点。</strong></p><p>无论是从营收，还是从先进工艺制程的研发程度来看，台积电目前都已经稳坐世界第一晶圆代工厂的宝座。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210215201713684v1734tam8qwcdj8\"/><p>台积电的财报显示，2020年第四季度，台积电的营收同比增长14%达到3615.33亿元新台币，约合人民币836亿元；<strong>第四季度的<span>净利润</span>为新台币1428.24亿元，约合人民币330亿元，同比增长23%。</strong></p><p>受营收大幅增长的影响，台积电的股价也在持续飙升。<strong>2020年，台积电的股价增长幅度达到70%，目前的市值已经冲破6800亿美元。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20210215201714349v173rbunqihpmms\"/><p>除了营收的强势增长，台积电的先进工艺制程也在不断突破。台积电总裁魏哲家表示，<strong>台积电的3nm工艺进展顺利，将在2021年风险试产，在2022年下半年批量生产。</strong></p><p>对手只剩三星</p><p>台积电和三星之间的竞争一直是业界津津乐道的话题，<strong>特别是在骁龙888功耗翻车之后，三星的5nm工艺更加受到业界的质疑。</strong>甚至有消息表示，<a href=\"https://laohu8.com/S/QCOM\">高通</a>下一代骁龙芯片的代工订单，将重回台积电的怀抱。</p><p>2015年，三星和台积电共同为<a href=\"https://laohu8.com/S/AAPL\">苹果</a>代工A9芯片。虽然三星采用了更为先进的14nm工艺，但功耗却远高于台积电的16nm。自此之后，<strong>三星不但失去了历代苹果芯片的代工大单，也始终没有摆脱“功耗翻车”的评价。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20210215201714663v17363kyp8edgwf\"/><p>作为目前唯一有能力和台积电抗衡的代工厂商，三星近几年在追赶台积电的路上耗费了大量人力物力财力。当然，台积电也没有掉以轻心，<strong>张忠谋曾多次在公开场合提及，台积电和三星的战争远没有结束。</strong></p><p>毕竟，<strong>三星作位韩国的老牌电子巨头，拥有多年的技术积累和强大的财力支持。</strong>以最新的3nm工艺为例，<strong>根据外媒在2021年1月份的消息，三星将投资170亿美元，约合人民币1095亿元，在美国投资建厂。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20210215201715245v1733zlje7h9ril\"/><p>业界分析指出，三星的一系列动作都表明，其对于3nm先进工艺的野心和对赶超台积电的期待。</p><p>写在最后</p><p>无论是对于先进工艺制程的推进，亦或是对于光刻机的“抢夺”，都表明台积电和三星的竞争已经进入白热化。到底谁能笑到最后，我们且持续关注。</p><p>文/禹汐 审核/谛林</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>独占55％的市场，中国芯片巨头喜提世界第一，对手只剩三星</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独占55％的市场，中国芯片巨头喜提世界第一，对手只剩三星\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-15 18:00 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202102152017157dc95c94&s=b><strong>数码小妖精</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着英特尔的出局，全球芯片代工领域的第一梯队只剩下台积电和三星两家。但从市场份额来看，三星和台积电仍有着不小的差距。世界第一晶圆代工厂2020年12月，拓璞产业研究院公布了2020年第四季度全球晶圆代工厂商的营收排名。榜单中，中国芯片巨头台积电以55.6%的市场份额稳居全球第一。虽然三星在榜单中排名第二，但16.4%的市场份额和台积电相比，差距高达39.2个百分点。无论是从营收，还是从先进工艺制程...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202102152017157dc95c94&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/8844d34a68c737501939fc425fd6195b","relate_stocks":{"TSM":"台积电","SMSN.UK":"三星"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202102152017157dc95c94&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2111093130","content_text":"随着英特尔的出局，全球芯片代工领域的第一梯队只剩下台积电和三星两家。但从市场份额来看，三星和台积电仍有着不小的差距。世界第一晶圆代工厂2020年12月，拓璞产业研究院公布了2020年第四季度全球晶圆代工厂商的营收排名。榜单中，中国芯片巨头台积电以55.6%的市场份额稳居全球第一。虽然三星在榜单中排名第二，但16.4%的市场份额和台积电相比，差距高达39.2个百分点。无论是从营收，还是从先进工艺制程的研发程度来看，台积电目前都已经稳坐世界第一晶圆代工厂的宝座。台积电的财报显示，2020年第四季度，台积电的营收同比增长14%达到3615.33亿元新台币，约合人民币836亿元；第四季度的净利润为新台币1428.24亿元，约合人民币330亿元，同比增长23%。受营收大幅增长的影响，台积电的股价也在持续飙升。2020年，台积电的股价增长幅度达到70%，目前的市值已经冲破6800亿美元。除了营收的强势增长，台积电的先进工艺制程也在不断突破。台积电总裁魏哲家表示，台积电的3nm工艺进展顺利，将在2021年风险试产，在2022年下半年批量生产。对手只剩三星台积电和三星之间的竞争一直是业界津津乐道的话题，特别是在骁龙888功耗翻车之后，三星的5nm工艺更加受到业界的质疑。甚至有消息表示，高通下一代骁龙芯片的代工订单，将重回台积电的怀抱。2015年，三星和台积电共同为苹果代工A9芯片。虽然三星采用了更为先进的14nm工艺，但功耗却远高于台积电的16nm。自此之后，三星不但失去了历代苹果芯片的代工大单，也始终没有摆脱“功耗翻车”的评价。作为目前唯一有能力和台积电抗衡的代工厂商，三星近几年在追赶台积电的路上耗费了大量人力物力财力。当然，台积电也没有掉以轻心，张忠谋曾多次在公开场合提及，台积电和三星的战争远没有结束。毕竟，三星作位韩国的老牌电子巨头，拥有多年的技术积累和强大的财力支持。以最新的3nm工艺为例，根据外媒在2021年1月份的消息，三星将投资170亿美元，约合人民币1095亿元，在美国投资建厂。业界分析指出，三星的一系列动作都表明，其对于3nm先进工艺的野心和对赶超台积电的期待。写在最后无论是对于先进工艺制程的推进，亦或是对于光刻机的“抢夺”，都表明台积电和三星的竞争已经进入白热化。到底谁能笑到最后，我们且持续关注。文/禹汐 审核/谛林","news_type":1},"isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
