集微网消息,据日经亚洲评论报道,索尼正考虑在日本熊本县投资数10亿美元建设一家新的智能手机图像传感器新工厂,从台积电在该地的制造工厂采购逻辑芯片。
报道称,该计划最快于2024年动工,并于次年投产。
台积电熊本工厂是由台积电与索尼、电装的合资工厂,该厂于2022年开始建设,计划于2024年底开始投产,将生产逻辑芯片,这是图像传感器的必要组件。为了满足市场需求,除了之前的宣布采用22/28纳米工艺并将月产能提高到5.5万片12英寸晶圆外,台积电还将利用12/16纳米FinFET工艺技术增强该厂生产能力。
消息称,索尼是全球最大的CMOS图像传感器供应商,用于智能手机相机和汽车。按价值计算,它在2021年占全球市场份额的44%,远高于竞争对手三星电子的18%。
随着世界地缘政治风险不断增加以及新冠疫情引发全球供应链中断,各国不断提高制造能力,以使供应链本土化,减少供应链中断风险的发生。
(校对/赵月)
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