台積電2納米芯片價格暴漲或帶動iPhone 18系列漲價

中國經營報

01/19

隨着半導體先進製程正式進入2納米時代，其搭載終端設備的價格與成本備受行業關注。在日前發布的一份最新投資者報告中，香港廣發證券分析師Jeff Pu透露，蘋果將在今年9月發布首款摺疊屏手機iPhone Fold，同時發布的還包括iPhone 18 Pro、iPhone 18 Pro Max，三款機型均將搭載台積電2納米工藝的A20 Pro芯片。不過，對於期盼已久的消費市場而言，由於採用2納米的A20...

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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260119210854a72c9e79&s=b\">網頁鏈接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260119210854a72c9e79&s=b\">中國經營報</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1291159041.SGD","symbol_name":"CPR Invest - Global Silver Age A2 Acc SGD-H","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260119210854a72c9e79&s=b","article_id":"2604913634","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260119210854a72c9e79&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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Pro芯片。不過，對於期盼已久的消費市場而言，由於採用2納米的A20成本高企，這也使得其價格或大幅上漲，成為蘋果迄今為止最昂貴的芯片。此前，據來自供應鏈的消息，台積電2納米晶圓的報價預計超3萬美元/片，2倍其4納米晶圓價格，而單顆A20芯片成本或將達280美元，較A19芯片按年增加約80%。事實上，在最近幾個季度的財報會上，台積電總裁魏哲家曾多次暗示漲價，並表示2納米的需求意向已經超過3納米。因此，供不應求的態勢無疑將增加台積電2納米制程的漲價底氣。對此，CHIP中國實驗室主任羅國昭認為，在AI拉動下，對先進製程的追逐會更趨激烈，尤其是高性能計算客户，甚至會比終端廠商需求更為旺盛。因此，短期內台積電的2納米市場「溢價」或許會格外高，從而對終端市場價格造成一定衝擊。多重因素拉高價格此次A20芯片價格大幅上漲，業內認為背後有着多重因素推動。首要的成本提升，來自台積電2納米制程自身的技術工藝。作為業界首個量產的環柵納米片晶體管（GAA）工藝，其相較3納米（N3E）實現全方位提升：相同功耗下性能提升約15%，相同性能下功耗降低約30%，混合設計晶體管密度提高15%，純邏輯設計密度更是提升20%。而據公開信息，A20 Pro預計將採用晶圓級多芯片模塊（WMCM）封裝技術。該技術將12GB的LPDDR5X內存直接與CPU、GPU及神經網絡引擎集成在同一片晶圓上，不僅縮小了體積，更大幅提升了AI運算的數據交換效率。此外，據魏哲家透露，該工藝還融入了低電阻重分佈層與超高性能電容器，電源穩定性與能效顯著優化，可滿足AI與高性能計算的嚴苛需求。這些先進技術雖然能夠提升芯片的性能與效率，但也使得生產成本大幅增加。目前，為了生產該工藝芯片，其對應的單台EUV光刻設備價格超1.5億美元，而台積電在2納米擴產中預計採購大量EUV設備，相關採購金額就高達80億—90億美元，這樣的成本，也大幅推高了其初期價格。同時，有半導體產業人士告訴記者，存儲芯片價格持續走高，也對全行業產生了顯著影響。在全球供應鏈緊張、原材料價格持續上漲的背景下，存儲芯片成本走高，會拉升芯片整體成本。此外，羅國昭表示，任何新一代製程投產初期，價格都會偏高，因為良率還在優化，產能也在爬坡期，因此芯片單位成本被推高，只有當良率上升，投產量大幅提升，以及競爭對手跟上後，價格才能因「攤薄效應」降低。蘋果合作面臨變局此番2納米制程的大幅漲價，無疑也給終端市場的競爭格局帶來影響。據美國媒體報道，對蘋果而言，搭載A20 Pro的機型售價或突破2000美元。而安卓陣營則呈現分層策略，部分廠商標準版機型沿用3納米芯片框架，僅高端機型搭載2納米芯片，導致同一品牌旗艦性能差距擴大至30%以上。羅國昭認為，短期來看，蘋果可通過產品線差異化留住價格敏感型用户，如把N2只用在旗艦Pro/摺疊機，並以高端溢價或把部分成本吸收於毛利以維護銷量與競爭力。從長期看，如果N2成本持續居高不下且競爭對手（如三星）通過更低價策略爭取訂單，台積電的溢價空間會受到壓力，進而影響芯片廠與終端廠的採購與定價策略。事實上，業界已有報道稱，三星加速追趕，將美國泰勒工廠產能轉向2納米GAA工藝，每月產能目標上調至5萬片，並將以更低的晶圓價試圖進行搶單，從而分食台積電的市場份額。除了價格壓力以外，產能分配也成為一大難題。由於2納米產能極其緊張，曾經在台積電客户名單中擁有絕對優先權的蘋果，如今不得不與其他客户爭奪產能。此前，業內曾傳出蘋果很可能不再是台積電的最大客户，雙方的獨家合作關係格局正面臨變局。目前，為應對供應鏈風險，蘋果已開始未雨綢繆。據美國媒體報道，蘋果正與英特爾探討重啓合作事宜，計劃聯合生產適用於Mac及iPhone的芯片。儘管外界普遍認為蘋果不會徹底放棄台積電，但業內認為，蘋果正在加速推進供應鏈多元化戰略，以減少對單一代工廠的依賴。羅國昭認為，芯片成本佔高端手機總成本比例已從十年前的15%升至30%以上，終端廠商需在創新與利潤間艱難平衡。這場2納米引發的成本風暴，不僅是技術迭代的必然代價，更將加速半導體供應鏈重構，推動行業在壟斷與競爭、性能與成本的博弈中尋找新平衡。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}

台積電2納米芯片價格暴漲 或帶動iPhone 18系列漲價

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台積電2納米芯片價格暴漲或帶動iPhone 18系列漲價