據(jù)報導,蘋果(Apple)和高通(Qualcomm)各自出具10億美元,希望能獲得臺積電(TSMC)為其處理器芯片提供專用產(chǎn)能,但他們的要求都已遭到拒絕。
蘋果的智能手機和平板電腦──iPhone和iPad都需要專用芯片;而高通則是蘋果競爭平臺Android移動設(shè)備應用處理器的主要供貨商。據(jù)彭博新聞援引不具名消息來源指稱,蘋果和高通的建議中還包括了投資臺積電。
目前,蘋果仍仰賴三星電子(Samsung Electronics)來制造A5處理器,但這兩家公司現(xiàn)也陷入專利侵權(quán)訴訟之中。據(jù)報導,蘋果正和臺積電展開28nm的A6處理器制造。但在此同時,Snapdragon處理器供貨商高通則面臨28nm產(chǎn)能短缺。
業(yè)界有人猜測蘋果和高通等公司很可能會試圖花錢來獲得充足的先進芯片供應保證,目前,這是對移動設(shè)備銷售造成阻礙的原因之一。
今年七月,臺積電董事長兼CEO張忠謀曾表示,該公司正在考慮單一客戶晶圓廠策略。然而,作為專業(yè)的晶圓代工廠,臺積電的客戶包括許多采取Fab-lite 策略的大廠和無晶圓廠芯片公司,如博通(Broadcom)、Nvidia、聯(lián)發(fā)科(MediaTek)等。如果和高通與蘋果太過親近,對其獨立地位可能動搖,甚至可能產(chǎn)生客戶投向其它代工廠懷抱的風險。
此外,臺積電首席財務官何麗梅也對經(jīng)營單一客戶晶圓廠策略有所保留。據(jù)彭博新聞引述何麗梅的說法表示,“你必須很小心。一旦產(chǎn)品線轉(zhuǎn)移,專用晶圓廠又將如何?我們想保有靈活性?!?
本文授權(quán)編譯自EE Times,版權(quán)所有,謝絕轉(zhuǎn)載
編譯: Joy Teng
參考英文原文:TSMC said to rebuff Apple, Qualcomm ,by Peter Clarke
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TSMC said to rebuff Apple, Qualcomm
Peter Clarke
LONDON – Apple and Qualcomm have each offered more than a $1 billion to foundry Taiwan Semiconductor Manufacturing Co. to obtain a dedicated supply of processor chips, and both their offers have been rejected, according to a Bloomberg report.
Apple needs the chips for its own smartphomes and tablet computers – iPhones and iPads – while Qualcomm is the leading supplier of application processors to the rival Android platform of mobile equipment. Both the Apple and Qualcomm proposals included investments in TSMC (Hsinchu, Taiwan), Bloomberg said quoting unnamed sources.
At present Apple relies on Samsung Electronics Co. Ltd. for its leading edge A5 processor but Apple is in a high profile legal dispute with Samsung over the look and feel of smartphones. Apple has been reported to be working with TSMC (Hsinchu, Taiwan) to bring up a 28-nm A6 processor. Meanwhile Qualcomm, which has designed the Snapdragon processor, is known to be suffering from a shortage of supply at the 28-nm node.
There has been speculation that companies such as Apple and Qualcomm would try to use their financial muscle to obtain a secure supply of leading-edge chips which at present is limiting sales of mobile equipment.
In July Morris Chang, chairman and CEO of TSMC, said the company was considering operating single-customer wafer fabs so a rejection of the Apple and Qualcomm investment proposals may have resulted from detailed terms or the fact that equity was being sought.
However, as a foundry supplier TSMC profits from serving many fab-lite and fabless chip companies, including Broadcom, Nvidia, MediaTek and many others. If it was seen to be too close to Qualcomm or Apple it might risk its independent status and drive other customers into the arms of rival foundry suppliers.
In addition Lora Ho, chief financial officer of TSMC, has expressed reservations about operating single-customer wafer fabs. "You have to be careful. Once that product migrates, what are going to do with that dedicated fab? We would like to keep the flexibility," the Bloomberg report quoted Ho as saying.
責編:Quentin