供应链风险对冲！高通骁龙8 Elite Gen 6有望重启台积电三星双代工

快科技09-15 07:52

快科技9月15日消息，随着下一代先进制程产能竞争日趋激烈，高通新一代旗舰移动平台骁龙 8 Elite Gen 6 的代工策略可能迎来重大转变。　　业内最新消息显示，高通正与三星电子就先进制程代工展开深入磋商。该芯片或将不再由台积电全额独家代工，而是采取台积电与三星分工的双代工模式。　　回顾以往，由于三星代工时代的良品率与发热功耗问题，高通自2022年起将旗舰级骁龙处理器的量产全面转向台积电。　　...

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Qualcomm Snapdragon 8 Elite Gen 6 is expected to restart dual foundry manufacturing by TSMC and Samsung.","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/e9cd45a7a271485595e50b0fee7785b5","symbols_score_info":{"AVXC":0.6,"AIQ":0.6,"CHPX":0.6,"EMC":0.6,"03145":0.6,"SQCOMmain":0.6,"SMSD.UK":1.87,"TDV":0.6,"TTEQ":0.6,"TWSC":0.6,"BLOX":0.6,"WUGI":0.6,"TSMX":0.6,"AVEM":0.6,"TSMG":0.6,"SPWO":0.6,"CGDG":0.6,"BAI":0.6,"CGNG":0.6,"TSMY":0.6,"QCML":0.6,"QCMU":0.6,"TINS":0.6,"TSMU":0.6,"ADVE":0.6,"07747":0.6,"SPTE":0.6,"ASIA":0.6,"SMH":0.6,"QCMD":0.6,"TEK":0.6,"ESIM":0.6,"CGIC":0.6,"EMM":0.6,"UMMA":0.6,"KNOW":0.6,"CORO":0.6,"FTXL":0.6,"CNEQ":0.6,"FDTX":0.6,"AVSE":0.6,"QCOM":1.98,"TSMZ":0.6,"TSM":1.94,"CGGO":0.6,"CWI":0.6,"STSM":0.6,"MEMX":0.6},"content_text":"快科技9月15日消息，随着下一代先进制程产能竞争日趋激烈，高通新一代旗舰移动平台骁龙 8 Elite Gen 6 的代工策略可能迎来重大转变。　　业内最新消息显示，高通正与三星电子就先进制程代工展开深入磋商。该芯片或将不再由台积电全额独家代工，而是采取台积电与三星分工的双代工模式。　　回顾以往，由于三星代工时代的良品率与发热功耗问题，高通自2022年起将旗舰级骁龙处理器的量产全面转向台积电。　　然而，随着台积电先进制程报价水涨船高、产能持续高度紧绷，加之半导体产业链对分散制造风险、降低供应链集中度的现实考量，高通正重新审视与三星晶圆代工部门合作的可能。高通首席执行官克里斯蒂亚诺·阿蒙此前也曾前往韩国，与三星高层进行实质性接触。　　据知情人士透露，潜在方案可能对骁龙8 Elite Gen 6系列进行分级代工规划。其中，对规格和能效要求更严苛的高端版本，预计仍将依托台积电先进节点制造；部分标准版型号或特定配置版本，则有望采用三星最新的2nm工艺生产。　　近年来，三星持续改善制程良率与热管理，其工艺表现和能效提升，为重新赢回高通订单创造了契机。　　若这一双代工方案最终落地，不仅将打破台积电在高通旗舰SoC领域维持数年的独占代工局面，也标志着高通在控制芯片物料成本、平衡先进制程供应链方面作出了关键战略权衡。　　不过，目前双方仍处于磋商推进阶段，官方尚未正式公布最终的晶圆代工分配细则与各版本量产排期。（文章来源：快科技）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"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; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.50.0","shortVersion":"4.50.0","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/2667389692","isCrawlerRequest":true}