打不赢中国企业！继台积电后，美国芯片大厂也退出不玩了

Ofweek光电信息网01-04

众所周知，在2025年7月份的时候，台积电做了一个决定，那就是逐步停止GaN（氮化镓）芯片代工，退出市场。而近日，又一家美国芯片大厂恩智浦，也计划退出氮化镓相关业务，不再从事这一业务了。事实上，目前在全球GaN市场，不管是台积电，还是恩智浦，其实都是大厂，这一下要退出，让整个市场都产生了震荡。为何要退出呢？要知道台积电一度代工了全球40%的GaN芯片，真正的巨头啊，这是因为GaN采用的是成熟工艺，...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260104103406a49942ce&s=b><strong>Ofweek光电信息网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>众所周知，在2025年7月份的时候，台积电做了一个决定，那就是逐步停止GaN（氮化镓）芯片代工，退出市场。而近日，又一家美国芯片大厂恩智浦，也计划退出氮化镓相关业务，不再从事这一业务了。事实上，目前在全球GaN市场，不管是台积电，还是恩智浦，其实都是大厂，这一下要退出，让整个市场都产生了震荡。为何要退出呢？要知道台积电一度代工了全球40%的GaN芯片，真正的巨头啊，这是因为GaN采用的是成熟工艺，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260104103406a49942ce&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00BQXX3D17.EUR","symbol_name":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) 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Following TSMC, major U.S. chip manufacturers also withdrew and stopped playing","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NXPI":1.92,"03145":0.6,"TSM":1.95},"content_text":"众所周知，在2025年7月份的时候，台积电做了一个决定，那就是逐步停止GaN（氮化镓）芯片代工，退出市场。而近日，又一家美国芯片大厂恩智浦，也计划退出氮化镓相关业务，不再从事这一业务了。事实上，目前在全球GaN市场，不管是台积电，还是恩智浦，其实都是大厂，这一下要退出，让整个市场都产生了震荡。为何要退出呢？要知道台积电一度代工了全球40%的GaN芯片，真正的巨头啊，这是因为GaN采用的是成熟工艺，但因为技术成熟，所以毛利率低，利润也低，同时中国企业高速增长，和台积电抢市场，对于台积电而言，GaN完全成为了鸡肋，所以干脆不玩了。而恩智浦情况又不太一样，恩智浦之前大搞GaN，是觉得5G普及，那么基站部署会地多，同时射频业务会复苏，所以投资了几亿美元搞了一个ECHO氮化镓晶圆厂。但美国的5G发展不行，基站部署很少，射频业务也发展的很不如意，同时面临着中国企业的竞争，恩智浦根本就没法竞争，导致这一块在亏损，所以不得不放弃掉，聚焦更为赚钱的核心业务。我们知道，GaN目前的主要产能还是集中在6寸晶圆上，连8寸晶圆都少，整个行业的技术门槛较低，能够制造的企业并不少。在这样的情况之下，大家的竞争就非常激烈，更多的聚焦在成本控制上面，在技术上大家的差距产不大了。而搞价格战，搞成本控制，谁会是中国企业的对手呢？所以这几年，中国大陆众多的代工GaN的企业在竞争，大家越卷越厉害，然后整个行业的利润都非常低。台积电都觉得拼不过了，那么在美国造芯片的成本就更高，自然恩智浦更加撑不下去了。所以最后总结起来，主要还是因为中国企业的原因，导致台积电、恩智浦退出了市场。而这个也是整个成熟芯片市场的发展趋势，因为成熟芯片的门槛越来越低，然后大家拼的是成本、运营管理水平，规模化等，而在这一块，没有谁是中国大陆企业的对手。所以，从这一点来看，正如美国专业人士之前预测的那样，未来当中国成熟芯片发展起来，市场份额达到40%，卷死全球是一定的，现在这个GaN就是最好的证明之一，你觉得呢？","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-2","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2600043328","isCrawlerRequest":true}