ASIC 芯片：联发科绝杀博通！抢下谷歌订单！

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2025/05/09

联发科绝杀博通，抢下Google订单！联发科在 AI 芯片市场竞争中逆袭，凭借 SerDes 高速传输技术、价格优势及网通芯片人才积累，抢下 Google 资料中心 AI 芯片 TPU 部分设计权，预计 2026 年起 ASIC 客制化芯片贡献超 10 亿美元营收，2027 年有望达 20.5 亿美元。在 MWC 2025，联发科首次公开展示多款为客户制作的 ASIC 芯片，还在开发资料中心应用...

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Grab Google Orders!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ON":1,"USJW.SI":0.6,"GOOG":1,"GOOGL":1,"AVGO":1},"content_text":"联发科绝杀博通，抢下Google订单！联发科在 AI 芯片市场竞争中逆袭，凭借 SerDes 高速传输技术、价格优势及网通芯片人才积累，抢下 Google 资料中心 AI 芯片 TPU 部分设计权，预计 2026 年起 ASIC 客制化芯片贡献超 10 亿美元营收，2027 年有望达 20.5 亿美元。在 MWC 2025，联发科首次公开展示多款为客户制作的 ASIC 芯片，还在开发资料中心应用产品，持续推进企业级客制化芯片策略 。联发科展示全球最大封装面积的交换机应用ASIC芯片，于MWC 2025首度对外亮相。一、联发科逆袭，打破博通垄断局面在 AI 技术浪潮席卷全球的背景下，芯片市场的竞争进入白热化阶段。联发科凭借强大的技术实力和精准的市场策略，成功打入 Google 资料中心，抢下 AI 芯片 TPU 部分设计权，一举改写了博通 “整碗捧走” 的局面。联发科此次突围的关键在于两大核心优势：SerDes 高速传输技术与极具竞争力的价格优势，同时，其在网通芯片领域多年积累的专业人才也为成功提供了有力支撑。联发科执行长蔡力行透露，自 2026 年起，ASIC 客制化芯片将为公司贡献超 10 亿美元营收，投资机构伯恩斯坦更是预测，2027 年这一数字有望攀升至 20.5 亿美元，这一成绩不仅为联发科打开了新的增长空间，也在行业内引发强烈震动。二、ASIC 芯片市场蓬勃发展，前景广阔随着 AI 应用的不断拓展和深化，ASIC 芯片市场迎来了快速发展的黄金时期。相较于通用处理器，ASIC 芯片能够为企业提供更高的计算效能、更低的功耗和更优的成本效益，因此，越来越多的企业开始寻求客制化 AI 芯片解决方案。新光证券的研究数据显示，2025 年所有 ASIC 芯片总产值预计约 220 亿美元，年增长率约 10 - 12%，到 2030 年，这一数字可能达到 350 - 400 亿美元，目前 AI 相关的 ASIC 芯片占比约 15%。在 AI 推理阶段，ASIC 芯片相比 GPU 展现出更佳的效能与能效比，正逐渐成为企业降低成本、优化效能的首选方案，这也为 ASIC 芯片市场的持续增长奠定了坚实基础。三、台湾 ASIC 领域三强鼎立，各展风采在台湾的 ASIC 领域，世芯 - KY、创意电子和智原科技三家企业表现尤为突出，形成了三强鼎立的局面。世芯 - KY 专注于高性能 AI 及 HPC 芯片设计，2024 年第三季 HPC 营收占比高达 97%，87% 的营收来自北美市场，主要客户包括 Amazon 及 Intel 等行业巨头。受益于 AI 基础设施建设的旺盛需求，世芯 - KY 发展动能强劲，2025 年布局 2nm 芯片项目，预计 2026 年将带来显著营收。但同时，客户来源相对集中、订单波动以及地缘政治等风险也不容忽视。创意电子背靠台积电这棵大树，凭借强大的技术支持和资源优势，成功斩获微软 AI 相关 ASIC 订单，并且与韩国大厂的合作消息也逐渐明朗，随着下半年业务的推进，其营运状况渐入佳境。智原科技则与英特尔展开紧密合作，利用英特尔 A18 制程开发 SoC，在 ASIC 领域不断深耕，凭借自身的技术实力和市场敏锐度，在行业内占据了一席之地。四、ASIC市场未来可期尽管联发科凭借现有优势成功打入 Google 市场，但在竞争激烈的 AI 芯片领域，未来依然充满挑战与机遇。技术创新和成本控制将成为联发科能否持续扩大战果的关键因素。与此同时，随着 ASIC 市场的不断扩容，包括联发科在内的众多企业都需要在技术研发、人才储备和市场拓展等方面持续发力。只有不断提升自身的核心竞争力，才能在日益复杂的市场竞争环境中脱颖而出，在 AI 芯片这片充满无限潜力的蓝海市场中抢占更大的份额，推动整个行业的持续创新与发展。","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":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}