索尼被曝iPhone摄像头生产良率问题三星或成大赢家

CNMO科技03-17

【CNMO科技消息】CNMO从韩媒获悉，日本索尼公司在其核心的图像传感器业务中曝出良率问题。据悉，这一问题主要发生在索尼生产iPhone所用传感器的关键工厂，可能为苹果的供应链带来变数。索尼传感器根据半导体行业消息，索尼半导体解决方案公司位于日本长崎的技术中心（TEC）在生产最新CMOS图像传感器时，遇到了良率提升的困难。该工厂是智能手机图像传感器生产的核心基地，负责索尼超过80%的智能手机传感器...

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href=https://tech.ifeng.com/c/8rZLDy0ECYW><strong>CNMO科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【CNMO科技消息】CNMO从韩媒获悉，日本索尼公司在其核心的图像传感器业务中曝出良率问题。据悉，这一问题主要发生在索尼生产iPhone所用传感器的关键工厂，可能为苹果的供应链带来变数。索尼传感器根据半导体行业消息，索尼半导体解决方案公司位于日本长崎的技术中心（TEC）在生产最新CMOS图像传感器时，遇到了良率提升的困难。该工厂是智能手机图像传感器生产的核心基地，负责索尼超过80%的智能手机传感器...</p>\n\n<a href=\"https://tech.ifeng.com/c/8rZLDy0ECYW\">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":"BK4581","symbol_name":"高盛持仓","start_time":0,"source_url":"https://tech.ifeng.com/c/8rZLDy0ECYW","article_id":"2620475694","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2620475694","pubTimestamp":1773733260,"columns":[],"sourceInfo":{"source_id":"fenghuang_stock","name":"凤凰网"},"weMediaInfo":null,"summary":"据悉，这一问题主要发生在索尼生产iPhone所用传感器的关键工厂，可能为苹果的供应链带来变数。该工厂是智能手机图像传感器生产的核心基地，负责索尼超过80%的智能手机传感器销量，据信也为包括苹果iPhone在内的美国市场产品供应传感器。业界提出，最早在2027年发布的iPhone有可能搭载三星的图像传感器。业界相关人士表示：“如果索尼图像传感器业务的良率问题长期持续，苹果很可能会使供应链多元化。”","collect":0,"end_time":0,"defaultTopTitle":"ifeng.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4581":"高盛持仓","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) 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winner","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPU":0.6,"AAPW":0.6,"AAPX":0.6,"AAPB":0.6,"AAPL":1.87,"APLY":0.6,"AAPY":0.6,"AAPD":0.6,"SONY":1.95,"MACW.SI":0.6},"content_text":"【CNMO科技消息】CNMO从韩媒获悉，日本索尼公司在其核心的图像传感器业务中曝出良率问题。据悉，这一问题主要发生在索尼生产iPhone所用传感器的关键工厂，可能为苹果的供应链带来变数。索尼传感器根据半导体行业消息，索尼半导体解决方案公司位于日本长崎的技术中心（TEC）在生产最新CMOS图像传感器时，遇到了良率提升的困难。该工厂是智能手机图像传感器生产的核心基地，负责索尼超过80%的智能手机传感器销量，据信也为包括苹果iPhone在内的美国市场产品供应传感器。如果良率问题长期化，可能导致对主要客户苹果的供应出现差池。为应对此问题，索尼内部已投入大量人力试图解决。目前，索尼在全球图像传感器市场占据主导地位，2025年市场份额达51.6%，而三星和中国的豪威科技（OmniVision）分别以15.4%和11.9%的份额位居其后。iPhone的传感器几乎由索尼独家供应。然而，近期苹果推进供应链多元化的举措，可能正在改变市场格局。此前，苹果已宣布与三星在美国得克萨斯州奥斯汀的晶圆代工厂共同开发新的半导体生产技术。业界普遍认为，该半导体很可能就是用于iPhone的图像传感器。三星拥有自有图像传感器品牌“ISOCELL”，并已开发出全球首款2亿像素传感器等技术。业界提出，最早在2027年发布的iPhone有可能搭载三星的图像传感器。若成功进入苹果供应链，将成为三星系统半导体业务的重要转折点。近年来，三星电子的系统LSI和晶圆代工业务部门持续亏损，但继获得特斯拉下一代AI芯片的代工合同后，此次苹果图像传感器的供应可能性进一步提升了市场对其反弹的期待。三星电子半导体洁净室全景实际上，三星晶圆代工厂的产能利用率近期已大幅上升。随着用于S26系列的自研移动应用处理器“Exynos 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索尼被曝iPhone摄像头生产良率问题 三星或成大赢家

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索尼被曝iPhone摄像头生产良率问题三星或成大赢家