热点丨联发科力压博通，拿下Meta 2nm ASIC芯片订单

Ofweek维科网2025-07-29

前言：随着Meta将部分芯片开发工作转移至联发科，以及谷歌引入联发科的设计支持，博通的技术护城河将受到侵蚀。而对在AI ASIC领域长期位居次席的Marvell而言，可能较博通更需忧虑。作者| 方文三联发科将拿下Meta 2nm ASIC芯片订单近日，博通长期以来在云端服务（CSP）市场的专用集成电路（ASIC）领域占据领先地位。然而，据X平台用户披露，联发科此番成功取代博通，赢得了Meta即将...

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ASIC芯片订单近日，博通长期以来在云端服务（CSP）市场的专用集成电路（ASIC）领域占据领先地位。然而，据X平台用户披露，联发科此番成功取代博通，赢得了Meta即将推出的代号为[Arke]的2纳米ASIC芯片的巨额订单。若联发科在此次竞争中胜出，这将是继其获得谷歌定制芯片订单后，斩获的第二个云服务（CSP）领域的重要客户订单。Arke项目原未列入Meta的初始规划，继计划于2025年末量产的Iris之后，Meta原定推出另一款采用N2P制程的芯片Olympus。基于实际需求与成本效益的综合考量，Meta在整体产品推出时程中增设了专用于推理任务的芯片Arke。这一变化反映了AI巨头们对算力需求的重新思考。当AI模型训练需要消耗海量资源时，训练与推理分离成为更经济的解决方案。相应地，Olympus将重新定位为与英伟达未来GPU竞争的、专用于训练任务的ASIC，其推出时间亦相应延至2028年。据了解，Meta先前产品，乃至被推迟的Olympus项目，均由ASIC市场领导者博通主导。然而，联发科与Meta也存在合作关系，Meta的自研智能眼镜芯片即为其携手之作，双方在ASIC领域具备一定的合作基础。因此，联发科此番在新品Arke上有望获得Meta的订单。业界分析指出，联发科在稳固谷歌这一重要客户后，确需拓展合作范围，以提升其在云端ASIC市场的影响力。随着人工智能应用场景的不断拓展，诸如智能语音助手、图像识别、智能推荐系统等领域的广泛应用，市场对推理计算的需求呈爆发式增长。Meta通过部署Arke芯片，可有效满足其在上述人工智能推理场景中的计算需求，优化产品与服务性能，从而提升用户体验。此举亦反映出Meta在芯片战略层面的调整：从单纯依赖高端训练芯片，转向更加注重场景定制化芯片的开发，以实现资源优化配置及成本的有效管控。联发科利用优势环节转向长期以来，联发科以智能手机SoC闻名于世，系全球安卓手机芯片出货量最大的供应商。置身手机芯片市场多年的激烈竞争，锤炼了联发科在高性能与低成本间寻求平衡的独特能力，该优势在云端服务商日益重视成本效益的当下尤显珍贵。当前云端服务提供商对AI ASIC项目的态度呈现转变：过往更聚焦性能极限与规格领先性，现今则更注重交付效率、成本控制及易部署性的综合考量。此恰为联发科的传统优势所在。相较于侧重高端定制的博通，联发科在成本效率、设计灵活性与IP集成度层面更契合[可大规模部署]的核心诉求。具体而言，联发科在Google TPU项目中已取得实质性突破。TPU v7e芯片量产时间初步规划为2026年末至2027年初，若项目如期推进，有望在2027年为公司贡献15至20亿美元营收。预估该项目将在2028至2029年间为联发科创造30至40亿美元营收，占其年度总营收比重将超过10%。CSP厂商对ASIC的态度发生转变过往，只要技术方案符合需求且具备整合可行性便予以采用，成本因素在综合考量中排序靠后。随着市场演进与技术逐步成熟，客户关注重点已转向交付效率、成本控制及部署便捷性。长期以来，博通在CSP市场的ASIC领域占据主导地位，其市场份额高达55%至60%。然而，博通一家独大的市场格局正逐步被打破，新的竞争态势开始形成。市场观察显示，各大CSP厂商对ASIC的设计路径与规划相较以往已有所调整。尽管云端AI应用需求依然庞大，供应状况依然紧张，但CSP厂商对成本效益的考量已发生变化。此前，厂商通常优先考虑技术符合需求且可整合性，便予以采用，技术规格与推出速度是首要考量，成本问题在整体评估中排序靠后。当前形势已然不同，CSP厂商对实际云端AI市场需求动态及芯片设计的技术细节拥有更为清晰的把握后，开始倾向于开发更实际、更具成本效益的产品。目前，CSP厂商对ASIC的需求持续增长，无论是推理还是训练的计算任务均需高效定制芯片支持，各大厂商的量产规划已安排至2028年。结尾：云端ASIC的竞争从来不是单点胜负，而是一场持续多年的拉锯战。在未来，随着AI技术的持续发展和应用场景的不断拓展，芯片行业的竞争将更加白热化。博通、世芯、Marvell也不会放慢脚步，下一轮2nm项目的竞标已在酝酿。联发科能否凭借此次机遇，持续巩固自身优势，在高端芯片设计领域站稳脚跟，与博通等传统芯片巨头分庭抗礼，我们拭目以待。部分资料参考：芯片大师：《打败博通，这家中国公司将获得Meta 2nm 订单》芯工厂：《2nm 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