苹果美产芯片，难掩短板

半导体产业纵横03-09

公众号记得加星标⭐️，第一时间推送不会错过。苹果首款美国制造芯片未能达到预期效果，被指需要到中国台湾地区进行先进的芯片封装。2月下旬，苹果公司表示，其首批美国制造的芯片将在台积电位于亚利桑那州的工厂增产，预计到2026年产量将超过1亿颗。但这一说法可能只部分属实，因为苹果在亚利桑那州生产的硅晶圆必须运往中国台湾地区进行先进的芯片封装。苹果公司最初表示愿意提供澄清，但随后拒绝就此事向EE Times...

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shortcomings","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPW":0.6,"APLY":0.6,"AAPL":1.95,"MACW.SI":0.6,"AAPU":0.6,"AAPX":0.6,"AAPY":0.6,"AAPB":0.6,"AAPD":0.6},"content_text":"公众号记得加星标⭐️，第一时间推送不会错过。苹果首款美国制造芯片未能达到预期效果，被指需要到中国台湾地区进行先进的芯片封装。2月下旬，苹果公司表示，其首批美国制造的芯片将在台积电位于亚利桑那州的工厂增产，预计到2026年产量将超过1亿颗。但这一说法可能只部分属实，因为苹果在亚利桑那州生产的硅晶圆必须运往中国台湾地区进行先进的芯片封装。苹果公司最初表示愿意提供澄清，但随后拒绝就此事向EE Times置评。苹果供应商台积电也回应了EE Times的询问，明确表示该公司位于亚利桑那州的工厂不提供先进封装技术。台积电发言人告诉《电子工程时报》：“目前，台积电所有的先进封装业务都在中国台湾地区。正如我们之前宣布的，我们计划在台积电亚利桑那州基地新建两座先进封装工厂。”根据华盛顿特区智库战略与国际研究中心2022年的一份报告，全球超过80%的芯片组装工作在亚洲完成，尤其是先进封装领域。这种对亚洲市场的集中，对于任何旨在构建稳健安全供应链的半导体公司而言，都是一个至关重要且可能日益严重的脆弱性。此外，从美国跨太平洋向中国台湾地区运输晶圆会增加生产成本，并延长产品上市时间。咽喉点美国全球政策智库兰德公司的技术顾问吉米·古德里奇认为，先进封装是一个真正的瓶颈。古德里奇在3 月 3 日的 LinkedIn 帖子中指出，所有大批量 CoWoS 产能（台积电的关键封装技术，可用于AI GPU）目前仍然留在中国台湾地区。古德里奇表示：“在亚利桑那州，先进封装技术将通过两条途径实现：一是台积电扩建计划中的自有封装工厂，二是安靠（Amkor）的合作。这两条途径都要到2028年或更晚才能实现量产，而且规模远低于中国台湾地区。在此之前，亚利桑那州生产的晶圆仍然需要依赖中国台湾地区进行后端集成。”普渡大学教授卡罗尔·汉德沃克认为，先进封装技术是美国半导体领域重夺技术领导地位的途径。先进组装技术——将处理器、存储器和传感器等多个芯片集成到2.5D和3D芯片中，是一种范式转变，它在晶圆厂而非像过去OSAT工厂那样劳动密集型的装配线上进行。然而，先进封装技术在美国实现商业化规模仍需数年时间。全球第二大芯片封装商Amkor去年底告诉EE Times ，公司位于美国的首座先进封装工厂仍按计划于2028年初全面投产。苹果公司表示，它将成为该工厂的首家也是最大的客户。Amkor发言人告诉EE Times，这一进度安排“反映了大规模建立先进制造能力的复杂性”。去年，台积电追加1000亿美元美国投资，用于启动人工智能芯片的本土化生产。此次扩建将包括两座先进封装工厂。虽然台积电并未给出工厂投产的具体时间表，但分析师预计将在2028年底左右。其他在美国拥有先进封装工厂的公司包括英特尔和天水科技。SK 海力士正在建设一座工厂，预计将于2028年投产。加倍押注亚洲与此同时，总部位于中国台湾地区的全球最大芯片封装商日月光(ASE)正加倍投资亚洲市场，计划在马来西亚、韩国、菲律宾和中国台湾地区地区进行扩张。该公司目前没有在美国投资的计划。日月光半导体的计划凸显了美国政府在试图将中国台湾地区半导体产业更大份额转移到美国时所面临的挑战。今年，日月光(ASE)将率先启动面板级封装(PLP)项目，并同时推进其他先进封装项目，以取代芯片行业沿用数十年的圆形硅晶圆。该公司将于今年年底前投产一座310×310毫米的全自动“无人值守”面板生产线。这些面板专为需要集成多个芯片和高带宽内存的人工智能处理器而设计。摩根大通董事总经理Gokul Hariharan 在 2 月份的一份报告中表示，鉴于台积电先进封装的供需之间存在 15% 至 20% 的差距，日月光很可能在未来两到三年内成为外包的主要受益者。苹果公司宣称其芯片“美国制造”，凸显了先进封装领域存在一个可能持续数年的缺口。100%美国制造的芯片不仅需要在国内生产，还需要在美国本土组装。古德里奇表示：“将生产迁回美国绝对是正确的策略。在亚利桑那州的投资固然重要，但只要人工智能需求的增长速度继续超过美国产能的提升速度，而中国台湾地区的产能扩张速度又领先于美国——那么从中长期来看，我们对美国的依赖程度就会增加。”*声明：本文系原作者创作。文章内容系其个人观点，我方转载仅为分享与讨论，不代表我方赞成或认同，如有异议，请联系后台。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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