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href=\"https://finance.sina.com.cn/roll/2021-09-10/doc-iktzqtyt5281092.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/dc322158717c6f83dbb7e8ff8c12d3c6","relate_stocks":{},"source_url":"https://finance.sina.com.cn/roll/2021-09-10/doc-iktzqtyt5281092.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2166375442","content_text":"财联社(上海,编辑 史正丞)讯,全球第三大海运公司法国达飞海运(CMA CGM)9日意外发布官方声明,表示将冻结即期货柜运价至2022年2月1日。(来源:公司官网)\n公司在声明中表示,2021年以来受到港口拥堵、需求与海运集装箱有效运力严重失衡影响,集装箱运输即期运价持续上涨。尽管这些由市场驱动的运价预计将在未来几个月继续走高,但集团已决定暂停其品牌下所有服务的价格进一步上涨。达飞强调,在面临航运业前所未有的局面时,公司将与客户的长期关系放在更重要的位置。\n全球第三大航运公司表示,自2019年12月底以来,公司船队通过购买新船和二手船增加了11%的运能,在过去15个月里,船队集装箱运能增加了78万个标准箱。\n根据Drewry全球集装箱指数显示,一个40英尺集装箱从上海发往洛杉矶的价格在上周达到了惊人的11569美元,接近疫情前水平的八倍。与此同时,依靠海运支撑的全球供应链也难以跟上货物需求的速度以及疫情反复引发的人手短缺。最新的例子是截至当地时间周四晚间,在加州两大货运港(洛杉矶和长滩)排队等待进港的集装箱轮达到创纪录的49艘。","news_type":1},"isVote":1,"tweetType":1,"viewCount":476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":818005328,"gmtCreate":1630364220564,"gmtModify":1704959003196,"author":{"id":"4090667724010130","authorId":"4090667724010130","authorIdStr":"4090667724010130","name":"WesleyLoo","avatar":"https://static.tigerbbs.com/c10b8b00b97fb6ee0546ee8e306dfd48","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/818005328","repostId":"2163835589","repostType":4,"isVote":1,"tweetType":1,"viewCount":549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":837983851,"gmtCreate":1629852481173,"gmtModify":1633681978301,"author":{"id":"4090667724010130","authorId":"4090667724010130","authorIdStr":"4090667724010130","name":"WesleyLoo","avatar":"https://static.tigerbbs.com/c10b8b00b97fb6ee0546ee8e306dfd48","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/837983851","repostId":"2162087739","repostType":2,"repost":{"id":"2162087739","pubTimestamp":1629841140,"share":"https://www.laohu8.com/m/news/2162087739?lang=&edition=full","pubTime":"2021-08-25 05:39","market":"hk","language":"zh","title":"苹果帝国最重要的代工企业 立讯精密半年营收大涨32%","url":"https://stock-news.laohu8.com/highlight/detail?id=2162087739","media":"Martin","summary":"芯研所消息,全球排名第一的科技企业苹果背后,存在着一大波不可或缺的代工企业,其中最广为人知的无疑是富士康,然而近年来随着富士康的一家独大,不再符合苹果多厂商多备份的商业逻辑,于是脱胎于富士康的立讯精密,成为了苹果帝国背后新的当红辣子鸡。芯研所采编近日...","content":"<html><body><div>\n<div itemprop=\"articleBody\">\n<img src=\"https://article-fd.zol-img.com.cn/t_s640x2000/g6/M00/01/02/ChMkKWElEKGIRZTWAAUsPCzLs3wAATFOgBd10sABSxU681.jpg\"/><div>\n<div><div></div></div>\n</div>\n<p>芯研所消息,全球排名第一的科技企业<a href=\"https://laohu8.com/S/AAPL\">苹果</a>背后,存在着一大波不可或缺的代工企业,其中最广为人知的无疑是富士康,然而近年来随着富士康的一家独大,不再符合苹果多厂商多备份的商业逻辑,于是脱胎于富士康的<a href=\"https://laohu8.com/S/002475\">立讯精密</a>,成为了苹果帝国背后新的当红辣子鸡。</p><p><span></span><img height=\"426\" src=\"https://article-fd.zol-img.com.cn/t_s640x2000/g6/M00/01/02/ChMkKWElEKGIRZTWAAUsPCzLs3wAATFOgBd10sABSxU681.jpg\" width=\"640\"/><strong>芯研所采编</strong></p><p>近日,这个苹果帝国不可或缺的新兴代工大厂,发布最新财报,2021年上半年营业收入约481.47亿元,同比增加32.08%;归母净利润约30.89亿元,同比增加21.73%;基本每股收益盈利0.44元。</p><p>据悉,2021年上半年,在部分新产品导入且尚未进入量产阶段的情况下,立讯精密仍然坚持投资,布局未来,累计研发投入26.29亿元,致力于实现企业的长期可持续发展。</p><div><p><img src=\"https://2c.zol-img.com.cn/product/208_100x75/742/cep1sotCjeQoI.jpg\"/></p><p><strong>苹果iPhone 12 Pro Max(6GB/256GB/全网通/5G版) A14仿生,激光雷达扫描仪,Pro级摄像头系统</strong></p><p><zspan>[经销商]</zspan> 京东商城</p><p><zspan>[产品售价]</zspan> 10099元</p><p>进入购买</p></div><p>本文属于原创文章,如若转载,请注明来源:苹果帝国最重要的代工企业 立讯精密半年营收大涨32% https://diy.zol.com.cn/775/7752464.html</p><div zpv-events-inview=\"article-cont-bottom-viewport\"></div>\n<div>纠错与问题建议<span>标签:</span>手机芯头条</div><div>\n<span itemprop=\"url\">https://diy.zol.com.cn/775/7752464.html</span>\n<span itemprop=\"indexUrl\">diy.zol.com.cn</span>\n<span itemprop=\"isOriginal\">true</span>\n<span itemprop=\"author\"><a href=\"https://laohu8.com/S/000931\">中关村</a>在线</span>\n<span itemprop=\"isBasedOnUrl\">https://diy.zol.com.cn/775/7752464.html</span>\n<span itemprop=\"genre\">report</span>\n<span itemprop=\"wordCount\">706</span>\n<span itemprop=\"description\">芯研所消息,全球排名第一的科技企业苹果背后,存在着一大波不可或缺的代工企业,其中最广为人知的无疑是富士康,然而近年来随着富士康的一家独大,不再符合苹果多厂商多备份的商业逻辑,于是脱胎于富士康的立讯精密,成为了苹果帝国背后新的当红辣子鸡。芯研所采编近日...</span>\n</div></div>\n</div></body></html>","source":"zol_stock","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>苹果帝国最重要的代工企业 立讯精密半年营收大涨32%</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苹果帝国最重要的代工企业 立讯精密半年营收大涨32%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-25 05:39 北京时间 <a href=http://diy.zol.com.cn/775/7752464.html><strong>Martin</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>芯研所消息,全球排名第一的科技企业苹果背后,存在着一大波不可或缺的代工企业,其中最广为人知的无疑是富士康,然而近年来随着富士康的一家独大,不再符合苹果多厂商多备份的商业逻辑,于是脱胎于富士康的立讯精密,成为了苹果帝国背后新的当红辣子鸡。芯研所采编近日,这个苹果帝国不可或缺的新兴代工大厂,发布最新财报,2021年上半年营业收入约481.47亿元,同比增加32.08%;归母净利润约30.89亿元,...</p>\n\n<a href=\"http://diy.zol.com.cn/775/7752464.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e3cdd0b2f46028be0fdb985c3d97141c","relate_stocks":{"002475":"立讯精密","AAPL":"苹果"},"source_url":"http://diy.zol.com.cn/775/7752464.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162087739","content_text":"芯研所消息,全球排名第一的科技企业苹果背后,存在着一大波不可或缺的代工企业,其中最广为人知的无疑是富士康,然而近年来随着富士康的一家独大,不再符合苹果多厂商多备份的商业逻辑,于是脱胎于富士康的立讯精密,成为了苹果帝国背后新的当红辣子鸡。芯研所采编近日,这个苹果帝国不可或缺的新兴代工大厂,发布最新财报,2021年上半年营业收入约481.47亿元,同比增加32.08%;归母净利润约30.89亿元,同比增加21.73%;基本每股收益盈利0.44元。据悉,2021年上半年,在部分新产品导入且尚未进入量产阶段的情况下,立讯精密仍然坚持投资,布局未来,累计研发投入26.29亿元,致力于实现企业的长期可持续发展。苹果iPhone 12 Pro Max(6GB/256GB/全网通/5G版) A14仿生,激光雷达扫描仪,Pro级摄像头系统[经销商] 京东商城[产品售价] 10099元进入购买本文属于原创文章,如若转载,请注明来源:苹果帝国最重要的代工企业 立讯精密半年营收大涨32% https://diy.zol.com.cn/775/7752464.html\n纠错与问题建议标签:手机芯头条\nhttps://diy.zol.com.cn/775/7752464.html\ndiy.zol.com.cn\ntrue\n中关村在线\nhttps://diy.zol.com.cn/775/7752464.html\nreport\n706\n芯研所消息,全球排名第一的科技企业苹果背后,存在着一大波不可或缺的代工企业,其中最广为人知的无疑是富士康,然而近年来随着富士康的一家独大,不再符合苹果多厂商多备份的商业逻辑,于是脱胎于富士康的立讯精密,成为了苹果帝国背后新的当红辣子鸡。芯研所采编近日...","news_type":1},"isVote":1,"tweetType":1,"viewCount":727,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":839589416,"gmtCreate":1629166287135,"gmtModify":1633686877836,"author":{"id":"4090667724010130","authorId":"4090667724010130","authorIdStr":"4090667724010130","name":"WesleyLoo","avatar":"https://static.tigerbbs.com/c10b8b00b97fb6ee0546ee8e306dfd48","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839589416","repostId":"2160750252","repostType":2,"repost":{"id":"2160750252","weMediaInfo":{"introduction":"最有深度的半导体新媒体,实讯、专业、原创、深度,30万半导体精英关注!专注观察全球半导体最新资讯、技术前沿、发展趋势。《摩尔精英》《中国集成电路》共同出品,欢迎订阅摩尔旗下公众号:摩尔精英、摩尔芯闻、摩尔App","home_visible":1,"media_name":"半导体行业观察","id":"1001700217","head_image":"https://static.tigerbbs.com/705285f8deea4d7b8e48df7848a67868"},"pubTimestamp":1629161640,"share":"https://www.laohu8.com/m/news/2160750252?lang=&edition=full","pubTime":"2021-08-17 08:54","market":"hk","language":"zh","title":"台积电客户排名:苹果以20%以上营收贡献居首,AMD暂列第二","url":"https://stock-news.laohu8.com/highlight/detail?id=2160750252","media":"半导体行业观察","summary":"根据一份新报告披露,苹果占台积电通过芯片制造带来的收入的 20% 以上。Digitimes 同时披露,在台积电第二大客户华为被禁之后,AMD则跃升了台积电第二大客户,而联发科和高通则在争夺第三的位置。Digitimes 表示,台积电目前第三大客户则是联发科。台积电则表示不会就个别客户的计划置评,苹果并未回复置评要求。超威除了成为台积电7纳米第一大客户,未来在5纳米制程上,更将持续与台积电紧密合作。","content":"<html><body><div>\n<p><img arial=\"\" auto=\"\" border-box=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" src=\"https://static.tigerbbs.com/079f07918ac54fd0a96d6444f9d54a46\" ui=\"\" visible=\"\" yahei=\"\"/></p><p><span arial=\"\" gb=\"\" helvetica=\"\" left=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">来源:内容来自半导体行业观察综合,谢谢。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">根据一份新报告披露,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>占<a href=\"https://laohu8.com/S/TSM\">台积电</a>通过芯片制造带来的收入的 20% 以上。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">据DigiTimes报告披露,业内消息人士称,苹果一直是台积电的最大客户,其 iPhone、iPad 和 Apple Watch 的芯片订单继续占该代工厂晶圆总收入的 20% 以上。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">Digitimes进一步指出,苹果以逾2成比重,稳居台积电第一大客户多年,台积电营收逐年放大,苹果比重只增未减。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">报道显示,Apple 使用台积电作为其 A 系列芯片的制造商,这些芯片用于 iPhone 和 iPad。例如,A15 仿生有望为即将推出的iPhone 13提供动力。但最近,该公司还开始生产 M 系列芯片,其令人印象深刻的M1 为iMac 提供了强劲的动力,M1 iMac是可供绝大多数人使用的最好的 Mac之一。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">按照Digitimes 的说法,随着苹果预计至2022年底,将全面替换<a href=\"https://laohu8.com/S/INTC\">英特尔</a>平台版本后,年出货规模近2,000万台的Mac系列,已成为台积电近年HPC大进补的关键之一。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">此外,苹果正在研发的AI、自驾等晶片也早与台积电展开合作,尤其是传闻多时的Apple Car,苹果统筹整合的芯片规模项目与数量相当可观,他们对台积电的贡献也绝对是有增无减。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">Digitimes 同时披露,在台积电第二大客户华为被禁之后,<a href=\"https://laohu8.com/S/AMD\">AMD</a>则跃升了台积电第二大客户,而联发科和<a href=\"https://laohu8.com/S/QCOM\">高通</a>则在争夺第三的位置。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">据Digitimes 报道,AMD是在Lisa Su接手CEO后,全面展开重整,除了J将CPU架构大幅改造有成,Ryzen系列处理器让英特尔备感胁外,另一扭转暗黑命运的关键就是确立拥抱台积电7纳米以下制程的决定。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">再加上遇上英特尔苦陷制程延迟与产能调配不顺窘境,AMD近年业绩与气势全面爆发,NB、DT版图持续扩大,游戏晶片陆续放量,原本市占为零的伺服器平台,预计2023年将冲上25~30%,快速扩增的出货规模,也让AMD在2021年可望以近10%比重,跃升成为台积电第二大客户,且随着2021年底合并<a href=\"https://laohu8.com/S/XLNX\">赛灵思</a>(Xilinx)完成后,比重将持续拉升。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">Digitimes 表示,台积电目前第三大客户则是联发科。受惠美国封杀华为,以及高通在4G、5G芯片策略与晶圆代工产能规划失准下,联发科强势攻城掠地,过去一年来出货与市占率明显扬升。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">不过,此情势可能在下半年有所变化,近期高通重新调整脚步,回头再拥抱台积电,不仅大增7纳米、6纳米投片量,也进一步扩大2022年5纳米与4纳米订单规模,若成功力阻联发科壮大,2022年对台积电的营收贡献可望放大,回到前三大客户地位。</span></p><p mpa-is-content=\"t\"><span><strong mpa-from-tpl=\"t\" mpa-is-content=\"t\">苹果和英特尔率先采用台积电3纳米技术</strong></span></p><span></span><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">据日本经济新闻七月初报道,美国苹果和英特尔正在测试台积电新一代制程技术,两家美国企业将成为台积电3纳米技术最早采用的客户群。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">这显示当美国政府正积极主导增加本土半导体制造时,台积电的技术领先能力使其依然在美国公司供应链中扮演重要角色。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">电路线宽越细,半导体的性能越高,但制造的难度和成本也将提高。根据台积电之前指出,其3纳米芯片与现在最尖端的5纳米芯片相比,运算性能提高10~15%,耗电量则可以降低25~30%。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">根据多位消息人士指出,苹果与英特尔都在测试台积电的3纳米制程,最快芯片产出时间将落在明年下半年至后年初。首先搭载3纳米制程的苹果产品将是iPad, 至于明年上市的iPhone由于量产日程的原因,将采用5纳米和3纳米之间的4纳米技术。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">据了解,英特尔则至少开了两个以上的3纳米案子,包括个人计算机及数据中心的中央处理器。英特尔在过去数年由于自身半导体制程生产的延宕,被竞争对手包括美国超威半导体公司(AMD)及<a href=\"https://laohu8.com/S/NVDA\">英伟达</a> (Nvidia) 夺走市场份额。产业人士表示,英特尔比竞争对手率先采用台积电的3纳米制程,在技术领先上或许可以收复失去的市场占有率,同时为自身争取时间来重新成为晶圆制造技术的领先者。英特尔的CEO曾表示他的公司跟台积电的关系就是既竞争又合作。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">对于自主设计和制造的英特尔来说,与台积电的合作将发挥在自研走上轨道之前的过渡作用。英特尔目前自主制造的7纳米芯片量产时间推迟至2023年,落后于台积电和韩国<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>。采用10纳米技术的最新服务器CPU的量产时程则从2021年底推迟至2022年第二季度。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">英特尔接受日本经济新闻的采访时表示,在其2023年的产品规划当中,确实与台积电有合作产出的CPU产品,但并未提及用何种制造技术。台积电则表示不会就个别客户的计划置评,苹果并未回复置评要求。</span></p><p mpa-is-content=\"t\"><span><strong mpa-from-tpl=\"t\" mpa-is-content=\"t\">挤下“老对手”,美国巨头成台积电7纳米芯片最大客户</strong></span></p><span></span><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">台媒称,趁着英特尔CPU供应短缺之际,美国超威半导体公司(AMD)积极推出Zen 3架构处理器抢市场,全部采用台积电极紫外光(EUV)7+纳米制程,而苹果2020年转进5纳米制程,超威由此挤下苹果,成为台积电7纳米第一大客户。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">台湾中时电子报1月10日报道,台积电为应对7纳米“大爆单”的情况,已积极扩增产能。有数据显示,2020上半年,台积电7纳米每月出货将达11万片,主要客户分别为苹果、华为海思、高通、超威及联发科。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">报道称,下半年7纳米产能每月将上看14万片,不过苹果、华为海思转进5纳米制程,而美国超威半导体公司7纳米订单比例大幅增加,预计每月包下3万片产能,占比提升到21%,超车苹果,成为台积电7纳米最大客户。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">报道认为,美国超威半导体公司首次抢下台积电7纳米最大比例产能的两大原因,一是该公司2020年将陆续推出Zen 2和Zen 3架构处理器的全新产品,全部采用台积电7纳米及7+纳米制程;再者,苹果和华为海思新一代产品转进5纳米制程。超威除了成为台积电7纳米第一大客户,未来在5纳米制程上,更将持续与台积电紧密合作。</span></p><p>*免责声明:本文由作者原创。文章内容系作者个人观点,半导体行业观察转载仅为了传达一种不同的观点,不代表半导体行业观察对该观点赞同或支持,如果有任何异议,欢迎联系半导体行业观察。</p><p><strong>今天是《半导体行业观察》为您分享的第2769内容,欢迎关注。</strong></p><p>推荐阅读</p><p>★<span>5G R17带来的芯片机会</span></p><p>★<span>SiC迎来“上车”时刻?</span></p><p>★<span>芯片制造利润窜升,各家争先恐后再添一把火</span></p><p>半导体行业观察</p><p><img src=\"\"/></p><p>『<strong>半导体第一垂直媒体</strong><span>』</span></p><p><strong>实时 专业 原创 深度</strong></p><p><strong>识别二维码</strong>,回复下方关键词,阅读更多</p><p><span>晶圆|集成电路|设备</span>|汽车芯片|存储|MLCC|英伟达|模拟芯片</p><p><span>回复 <strong>投稿</strong>,看《如何成为“半导体行业观察”的一员 》</span></p><p>回复 <strong>搜索</strong>,还能轻松找到其他你感兴趣的文章!</p><p><span><img 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}\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台积电客户排名:苹果以20%以上营收贡献居首,AMD暂列第二\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1001700217\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/705285f8deea4d7b8e48df7848a67868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">半导体行业观察 </p>\n<p class=\"h-time\">2021-08-17 08:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><div>\n<p><img arial=\"\" auto=\"\" border-box=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" src=\"https://static.tigerbbs.com/079f07918ac54fd0a96d6444f9d54a46\" ui=\"\" visible=\"\" yahei=\"\"/></p><p><span arial=\"\" gb=\"\" helvetica=\"\" left=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">来源:内容来自半导体行业观察综合,谢谢。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">根据一份新报告披露,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>占<a href=\"https://laohu8.com/S/TSM\">台积电</a>通过芯片制造带来的收入的 20% 以上。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">据DigiTimes报告披露,业内消息人士称,苹果一直是台积电的最大客户,其 iPhone、iPad 和 Apple Watch 的芯片订单继续占该代工厂晶圆总收入的 20% 以上。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">Digitimes进一步指出,苹果以逾2成比重,稳居台积电第一大客户多年,台积电营收逐年放大,苹果比重只增未减。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">报道显示,Apple 使用台积电作为其 A 系列芯片的制造商,这些芯片用于 iPhone 和 iPad。例如,A15 仿生有望为即将推出的iPhone 13提供动力。但最近,该公司还开始生产 M 系列芯片,其令人印象深刻的M1 为iMac 提供了强劲的动力,M1 iMac是可供绝大多数人使用的最好的 Mac之一。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">按照Digitimes 的说法,随着苹果预计至2022年底,将全面替换<a href=\"https://laohu8.com/S/INTC\">英特尔</a>平台版本后,年出货规模近2,000万台的Mac系列,已成为台积电近年HPC大进补的关键之一。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">此外,苹果正在研发的AI、自驾等晶片也早与台积电展开合作,尤其是传闻多时的Apple Car,苹果统筹整合的芯片规模项目与数量相当可观,他们对台积电的贡献也绝对是有增无减。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">Digitimes 同时披露,在台积电第二大客户华为被禁之后,<a href=\"https://laohu8.com/S/AMD\">AMD</a>则跃升了台积电第二大客户,而联发科和<a href=\"https://laohu8.com/S/QCOM\">高通</a>则在争夺第三的位置。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">据Digitimes 报道,AMD是在Lisa Su接手CEO后,全面展开重整,除了J将CPU架构大幅改造有成,Ryzen系列处理器让英特尔备感胁外,另一扭转暗黑命运的关键就是确立拥抱台积电7纳米以下制程的决定。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">再加上遇上英特尔苦陷制程延迟与产能调配不顺窘境,AMD近年业绩与气势全面爆发,NB、DT版图持续扩大,游戏晶片陆续放量,原本市占为零的伺服器平台,预计2023年将冲上25~30%,快速扩增的出货规模,也让AMD在2021年可望以近10%比重,跃升成为台积电第二大客户,且随着2021年底合并<a href=\"https://laohu8.com/S/XLNX\">赛灵思</a>(Xilinx)完成后,比重将持续拉升。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">Digitimes 表示,台积电目前第三大客户则是联发科。受惠美国封杀华为,以及高通在4G、5G芯片策略与晶圆代工产能规划失准下,联发科强势攻城掠地,过去一年来出货与市占率明显扬升。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">不过,此情势可能在下半年有所变化,近期高通重新调整脚步,回头再拥抱台积电,不仅大增7纳米、6纳米投片量,也进一步扩大2022年5纳米与4纳米订单规模,若成功力阻联发科壮大,2022年对台积电的营收贡献可望放大,回到前三大客户地位。</span></p><p mpa-is-content=\"t\"><span><strong mpa-from-tpl=\"t\" mpa-is-content=\"t\">苹果和英特尔率先采用台积电3纳米技术</strong></span></p><span></span><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">据日本经济新闻七月初报道,美国苹果和英特尔正在测试台积电新一代制程技术,两家美国企业将成为台积电3纳米技术最早采用的客户群。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">这显示当美国政府正积极主导增加本土半导体制造时,台积电的技术领先能力使其依然在美国公司供应链中扮演重要角色。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">电路线宽越细,半导体的性能越高,但制造的难度和成本也将提高。根据台积电之前指出,其3纳米芯片与现在最尖端的5纳米芯片相比,运算性能提高10~15%,耗电量则可以降低25~30%。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">根据多位消息人士指出,苹果与英特尔都在测试台积电的3纳米制程,最快芯片产出时间将落在明年下半年至后年初。首先搭载3纳米制程的苹果产品将是iPad, 至于明年上市的iPhone由于量产日程的原因,将采用5纳米和3纳米之间的4纳米技术。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">据了解,英特尔则至少开了两个以上的3纳米案子,包括个人计算机及数据中心的中央处理器。英特尔在过去数年由于自身半导体制程生产的延宕,被竞争对手包括美国超威半导体公司(AMD)及<a href=\"https://laohu8.com/S/NVDA\">英伟达</a> (Nvidia) 夺走市场份额。产业人士表示,英特尔比竞争对手率先采用台积电的3纳米制程,在技术领先上或许可以收复失去的市场占有率,同时为自身争取时间来重新成为晶圆制造技术的领先者。英特尔的CEO曾表示他的公司跟台积电的关系就是既竞争又合作。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">对于自主设计和制造的英特尔来说,与台积电的合作将发挥在自研走上轨道之前的过渡作用。英特尔目前自主制造的7纳米芯片量产时间推迟至2023年,落后于台积电和韩国<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>。采用10纳米技术的最新服务器CPU的量产时程则从2021年底推迟至2022年第二季度。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">英特尔接受日本经济新闻的采访时表示,在其2023年的产品规划当中,确实与台积电有合作产出的CPU产品,但并未提及用何种制造技术。台积电则表示不会就个别客户的计划置评,苹果并未回复置评要求。</span></p><p mpa-is-content=\"t\"><span><strong mpa-from-tpl=\"t\" mpa-is-content=\"t\">挤下“老对手”,美国巨头成台积电7纳米芯片最大客户</strong></span></p><span></span><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">台媒称,趁着英特尔CPU供应短缺之际,美国超威半导体公司(AMD)积极推出Zen 3架构处理器抢市场,全部采用台积电极紫外光(EUV)7+纳米制程,而苹果2020年转进5纳米制程,超威由此挤下苹果,成为台积电7纳米第一大客户。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">台湾中时电子报1月10日报道,台积电为应对7纳米“大爆单”的情况,已积极扩增产能。有数据显示,2020上半年,台积电7纳米每月出货将达11万片,主要客户分别为苹果、华为海思、高通、超威及联发科。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">报道称,下半年7纳米产能每月将上看14万片,不过苹果、华为海思转进5纳米制程,而美国超威半导体公司7纳米订单比例大幅增加,预计每月包下3万片产能,占比提升到21%,超车苹果,成为台积电7纳米最大客户。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" yahei=\"\">报道认为,美国超威半导体公司首次抢下台积电7纳米最大比例产能的两大原因,一是该公司2020年将陆续推出Zen 2和Zen 3架构处理器的全新产品,全部采用台积电7纳米及7+纳米制程;再者,苹果和华为海思新一代产品转进5纳米制程。超威除了成为台积电7纳米第一大客户,未来在5纳米制程上,更将持续与台积电紧密合作。</span></p><p>*免责声明:本文由作者原创。文章内容系作者个人观点,半导体行业观察转载仅为了传达一种不同的观点,不代表半导体行业观察对该观点赞同或支持,如果有任何异议,欢迎联系半导体行业观察。</p><p><strong>今天是《半导体行业观察》为您分享的第2769内容,欢迎关注。</strong></p><p>推荐阅读</p><p>★<span>5G R17带来的芯片机会</span></p><p>★<span>SiC迎来“上车”时刻?</span></p><p>★<span>芯片制造利润窜升,各家争先恐后再添一把火</span></p><p>半导体行业观察</p><p><img src=\"\"/></p><p>『<strong>半导体第一垂直媒体</strong><span>』</span></p><p><strong>实时 专业 原创 深度</strong></p><p><strong>识别二维码</strong>,回复下方关键词,阅读更多</p><p><span>晶圆|集成电路|设备</span>|汽车芯片|存储|MLCC|英伟达|模拟芯片</p><p><span>回复 <strong>投稿</strong>,看《如何成为“半导体行业观察”的一员 》</span></p><p>回复 <strong>搜索</strong>,还能轻松找到其他你感兴趣的文章!</p><p><span><img src=\"https://static.tigerbbs.com/936bf39418bc4375a2fe6abb8040d297\"/></span></p>\n</div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"AMD":"美国超微公司","TSM":"台积电","AAPL":"苹果"},"source_url":"http://mp.weixin.qq.com/s?__biz=MzU3OTA0MjQ3Mg==&mid=2247610767&idx=8&sn=0c2eadeb04e8c4bd5438e7ec8ebf295b&chksm=fd6f5c48ca18d55e8620fd48c7daa846b80811537a5c3d459d59c1d5398661a909fe2134c27c#rd","is_english":false,"share_image_url":"https://static.laohu8.com/ecd74548980bc5b366aa8f4b37ed0bd5","article_id":"2160750252","content_text":"来源:内容来自半导体行业观察综合,谢谢。根据一份新报告披露,苹果占台积电通过芯片制造带来的收入的 20% 以上。据DigiTimes报告披露,业内消息人士称,苹果一直是台积电的最大客户,其 iPhone、iPad 和 Apple Watch 的芯片订单继续占该代工厂晶圆总收入的 20% 以上。Digitimes进一步指出,苹果以逾2成比重,稳居台积电第一大客户多年,台积电营收逐年放大,苹果比重只增未减。报道显示,Apple 使用台积电作为其 A 系列芯片的制造商,这些芯片用于 iPhone 和 iPad。例如,A15 仿生有望为即将推出的iPhone 13提供动力。但最近,该公司还开始生产 M 系列芯片,其令人印象深刻的M1 为iMac 提供了强劲的动力,M1 iMac是可供绝大多数人使用的最好的 Mac之一。按照Digitimes 的说法,随着苹果预计至2022年底,将全面替换英特尔平台版本后,年出货规模近2,000万台的Mac系列,已成为台积电近年HPC大进补的关键之一。此外,苹果正在研发的AI、自驾等晶片也早与台积电展开合作,尤其是传闻多时的Apple Car,苹果统筹整合的芯片规模项目与数量相当可观,他们对台积电的贡献也绝对是有增无减。Digitimes 同时披露,在台积电第二大客户华为被禁之后,AMD则跃升了台积电第二大客户,而联发科和高通则在争夺第三的位置。据Digitimes 报道,AMD是在Lisa Su接手CEO后,全面展开重整,除了J将CPU架构大幅改造有成,Ryzen系列处理器让英特尔备感胁外,另一扭转暗黑命运的关键就是确立拥抱台积电7纳米以下制程的决定。再加上遇上英特尔苦陷制程延迟与产能调配不顺窘境,AMD近年业绩与气势全面爆发,NB、DT版图持续扩大,游戏晶片陆续放量,原本市占为零的伺服器平台,预计2023年将冲上25~30%,快速扩增的出货规模,也让AMD在2021年可望以近10%比重,跃升成为台积电第二大客户,且随着2021年底合并赛灵思(Xilinx)完成后,比重将持续拉升。Digitimes 表示,台积电目前第三大客户则是联发科。受惠美国封杀华为,以及高通在4G、5G芯片策略与晶圆代工产能规划失准下,联发科强势攻城掠地,过去一年来出货与市占率明显扬升。不过,此情势可能在下半年有所变化,近期高通重新调整脚步,回头再拥抱台积电,不仅大增7纳米、6纳米投片量,也进一步扩大2022年5纳米与4纳米订单规模,若成功力阻联发科壮大,2022年对台积电的营收贡献可望放大,回到前三大客户地位。苹果和英特尔率先采用台积电3纳米技术据日本经济新闻七月初报道,美国苹果和英特尔正在测试台积电新一代制程技术,两家美国企业将成为台积电3纳米技术最早采用的客户群。这显示当美国政府正积极主导增加本土半导体制造时,台积电的技术领先能力使其依然在美国公司供应链中扮演重要角色。电路线宽越细,半导体的性能越高,但制造的难度和成本也将提高。根据台积电之前指出,其3纳米芯片与现在最尖端的5纳米芯片相比,运算性能提高10~15%,耗电量则可以降低25~30%。根据多位消息人士指出,苹果与英特尔都在测试台积电的3纳米制程,最快芯片产出时间将落在明年下半年至后年初。首先搭载3纳米制程的苹果产品将是iPad, 至于明年上市的iPhone由于量产日程的原因,将采用5纳米和3纳米之间的4纳米技术。据了解,英特尔则至少开了两个以上的3纳米案子,包括个人计算机及数据中心的中央处理器。英特尔在过去数年由于自身半导体制程生产的延宕,被竞争对手包括美国超威半导体公司(AMD)及英伟达 (Nvidia) 夺走市场份额。产业人士表示,英特尔比竞争对手率先采用台积电的3纳米制程,在技术领先上或许可以收复失去的市场占有率,同时为自身争取时间来重新成为晶圆制造技术的领先者。英特尔的CEO曾表示他的公司跟台积电的关系就是既竞争又合作。对于自主设计和制造的英特尔来说,与台积电的合作将发挥在自研走上轨道之前的过渡作用。英特尔目前自主制造的7纳米芯片量产时间推迟至2023年,落后于台积电和韩国三星电子。采用10纳米技术的最新服务器CPU的量产时程则从2021年底推迟至2022年第二季度。英特尔接受日本经济新闻的采访时表示,在其2023年的产品规划当中,确实与台积电有合作产出的CPU产品,但并未提及用何种制造技术。台积电则表示不会就个别客户的计划置评,苹果并未回复置评要求。挤下“老对手”,美国巨头成台积电7纳米芯片最大客户台媒称,趁着英特尔CPU供应短缺之际,美国超威半导体公司(AMD)积极推出Zen 3架构处理器抢市场,全部采用台积电极紫外光(EUV)7+纳米制程,而苹果2020年转进5纳米制程,超威由此挤下苹果,成为台积电7纳米第一大客户。台湾中时电子报1月10日报道,台积电为应对7纳米“大爆单”的情况,已积极扩增产能。有数据显示,2020上半年,台积电7纳米每月出货将达11万片,主要客户分别为苹果、华为海思、高通、超威及联发科。报道称,下半年7纳米产能每月将上看14万片,不过苹果、华为海思转进5纳米制程,而美国超威半导体公司7纳米订单比例大幅增加,预计每月包下3万片产能,占比提升到21%,超车苹果,成为台积电7纳米最大客户。报道认为,美国超威半导体公司首次抢下台积电7纳米最大比例产能的两大原因,一是该公司2020年将陆续推出Zen 2和Zen 3架构处理器的全新产品,全部采用台积电7纳米及7+纳米制程;再者,苹果和华为海思新一代产品转进5纳米制程。超威除了成为台积电7纳米第一大客户,未来在5纳米制程上,更将持续与台积电紧密合作。*免责声明:本文由作者原创。文章内容系作者个人观点,半导体行业观察转载仅为了传达一种不同的观点,不代表半导体行业观察对该观点赞同或支持,如果有任何异议,欢迎联系半导体行业观察。今天是《半导体行业观察》为您分享的第2769内容,欢迎关注。推荐阅读★5G R17带来的芯片机会★SiC迎来“上车”时刻?★芯片制造利润窜升,各家争先恐后再添一把火半导体行业观察『半导体第一垂直媒体』实时 专业 原创 深度识别二维码,回复下方关键词,阅读更多晶圆|集成电路|设备|汽车芯片|存储|MLCC|英伟达|模拟芯片回复 投稿,看《如何成为“半导体行业观察”的一员 》回复 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