動搖索尼獨供地位，消息稱三星為蘋果 iPhone 18 系列在美國建相機新廠

IT之家

10/16

IT之家 10 月 16 日消息，韓媒 The Elec 昨日（10 月 15 日）發佈博文，報道稱蘋果已開始為 iPhone 18 系列相機深度佈局供應鏈，三星電子時隔近十年將重返蘋果相機圖像傳感器供應鏈，並在美國德州新建產線，預計 2027 年為蘋果 iPhone 18 系列供應傳感器。該媒體指出，為配合三星的產能擴張，韓國測試合作伙伴 Doosan Tesna 本週宣佈，將在 2026 年至...

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iPhone 18 系列供應傳感器。該媒體指出，為配合三星的產能擴張，韓國測試合作伙伴 Doosan Tesna 本週宣佈，將在 2026 年至 2027 年 3 月期間，投資 1713.83 億韓元（現匯率約合 8.58 億元人民幣）用於採購新的測試系統，此項投資金額相當於該公司總資產的 21.77%，是一筆重大的財務承諾。該媒體認為 Doosan Tesna 本次擴展，直接關聯三星電子在得克薩斯州奧斯汀新建的圖像傳感器生產線，而該產線預計將於 2027 年為 iPhone 18 系列（IT之家注：蘋果 2027 年應發佈 iPhone 19 系列，這裏尚不清楚是否為筆誤）供應關鍵相機組件。蘋果公司的供應鏈策略調整是促成這一變化的關鍵。過去，蘋果 iPhone 的圖像傳感器一直由日本索尼獨家供應。然而，據報道，由於 2023 至 2024 年間可能出現的供應延遲問題，蘋果決定將三星電子納為新的供應商，以分散風險並確保供應鏈穩定。對於三星而言，這是一次重大的迴歸，因此確保產品的高完成度至關重要，這也對下游的測試環節提出了更高的要求。IT之家注：Doosan Tesna 是斗山集團旗下的半導體測試企業，它在 2022 年由斗山集團收購了韓國半導體測試公司 Tesna 後成立。該公司專門負責半導體制造後段工藝中的測試環節，主要測試產品包括相機圖像傳感器（CIS）、應用處理器（AP）和無線通信芯片（RF）等。Doosan Tesna 超過 90% 的收入來自三星的晶圓代工和系統大規模集成電路（System LSI）部門，其業務與三星緊密綁定。值得注意的是，該公司此次採購的設備來自日本的 Advantest 等公司，而不再是其以往主要使用的 Teradyne 設備。Advantest 的測試系統廣泛用於 GPU、內存和 AI 處理器等高性能芯片的驗證，這一轉變暗示三星為蘋果生產的新型圖像傳感器可能技術更復雜、性能更強大，需要更先進的驗證流程來確保良率與品質。廣告聲明：文內含有的對外跳轉鏈接（包括不限於超鏈接、二維碼、口令等形式），用於傳遞更多信息，節省甄選時間，結果僅供參考，IT之家所有文章均包含本聲明。","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"}}}