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- 萨摩耶资本萨摩耶资本
  ·2021-02-13
  $Artius Acquisition Inc(AACQ)$又中了spac
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- 萨摩耶资本萨摩耶资本
  ·2021-02-10
  $Atlas Crest Investment Corp(ACIC)$埋伏的好啊
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- 萨摩耶资本萨摩耶资本
  ·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。
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- 萨摩耶资本萨摩耶资本
  ·2020-12-16
  PA而已。滤波器才是重点
  传苹果已确定射频IC代工厂，或取代Qorvo、博通
  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。
  传苹果已确定射频IC代工厂，或取代Qorvo、博通
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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":2051,"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":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568176265131530","authorIdStr":"3568176265131530"},"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","kind":"news","pubTimestamp":1607984260,"share":"https://www.laohu8.com/m/news/2091268248?lang=&edition=full","pubTime":"2020-12-15 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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\" 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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&nbsp;&nbsp;&nbsp;<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":{"09086":"华夏纳指-U","03086":"华夏纳指","BRCM":"博通","AAPL":"苹果","AVGO":"博通"},"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":1664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}