动摇索尼独供地位，消息称三星为苹果 iPhone 18 系列在美国建相机新厂

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2025/10/16

IT之家 10 月 16 日消息，韩媒 The Elec 昨日（10 月 15 日）发布博文，报道称苹果已开始为 iPhone 18 系列相机深度布局供应链，三星电子时隔近十年将重返苹果相机图像传感器供应链，并在美国德州新建产线，预计 2027 年为苹果 iPhone 18 系列供应传感器。该媒体指出，为配合三星的产能扩张，韩国测试合作伙伴 Doosan Tesna 本周宣布，将在 2026 年至...

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年至...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251016085250a46245c4&s=b\">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":"LU0056508442.USD","symbol_name":"贝莱德世界科技基金A2","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251016085250a46245c4&s=b","article_id":"2575863769","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251016085250a46245c4&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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本次扩展，直接关联三星电子在得克萨斯州奥斯汀新建的图像传感器生产线，而该产线预计将于 2027 年为 iPhone 18 系列（IT之家注：苹果 2027 年应发布 iPhone 19 系列，这里尚不清楚是否为笔误）供应关键相机组件。苹果公司的供应链策略调整是促成这一变化的关键。过去，苹果 iPhone 的图像传感器一直由日本索尼独家供应。然而，据报道，由于 2023 至 2024 年间可能出现的供应延迟问题，苹果决定将三星电子纳为新的供应商，以分散风险并确保供应链稳定。对于三星而言，这是一次重大的回归，因此确保产品的高完成度至关重要，这也对下游的测试环节提出了更高的要求。IT之家注：Doosan Tesna 是斗山集团旗下的半导体测试企业，它在 2022 年由斗山集团收购了韩国半导体测试公司 Tesna 后成立。该公司专门负责半导体制造后段工艺中的测试环节，主要测试产品包括相机图像传感器（CIS）、应用处理器（AP）和无线通信芯片（RF）等。Doosan Tesna 超过 90% 的收入来自三星的晶圆代工和系统大规模集成电路（System LSI）部门，其业务与三星紧密绑定。值得注意的是，该公司此次采购的设备来自日本的 Advantest 等公司，而不再是其以往主要使用的 Teradyne 设备。Advantest 的测试系统广泛用于 GPU、内存和 AI 处理器等高性能芯片的验证，这一转变暗示三星为苹果生产的新型图像传感器可能技术更复杂、性能更强大，需要更先进的验证流程来确保良率与品质。广告声明：文内含有的对外跳转链接（包括不限于超链接、二维码、口令等形式），用于传递更多信息，节省甄选时间，结果仅供参考，IT之家所有文章均包含本声明。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}