韩国媒体消息显示,三星电子CMOS图像传感器(CIS)时隔十年重返苹果供应链,苹果对其初始晶圆订单从每月1000片增至4000片,增幅达300%。据潮电智库确认,美国德克萨斯州的三星工厂将为iPhone等苹果产品供应该芯片。供应链拆解显示,三星CIS长期以自用为主,仅少量对外供应(如小米旗舰机型)。此次回归最直接的影响,是打破索尼对苹果CIS供应的独家垄断,分走其核心市场份额。不过市场普遍认为,...
Source Link韩国媒体消息显示,三星电子CMOS图像传感器(CIS)时隔十年重返苹果供应链,苹果对其初始晶圆订单从每月1000片增至4000片,增幅达300%。据潮电智库确认,美国德克萨斯州的三星工厂将为iPhone等苹果产品供应该芯片。供应链拆解显示,三星CIS长期以自用为主,仅少量对外供应(如小米旗舰机型)。此次回归最直接的影响,是打破索尼对苹果CIS供应的独家垄断,分走其核心市场份额。不过市场普遍认为,...
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