{"id":66479,"date":"2023-12-08T15:59:05","date_gmt":"2023-12-08T07:59:05","guid":{"rendered":"https:\/\/www.cnledw.com\/?p=66479"},"modified":"2023-12-08T15:59:05","modified_gmt":"2023-12-08T07:59:05","slug":"trendforce%ef%bc%9a2023%e5%b9%b4q3%e5%85%a8%e7%90%83%e5%89%8d%e5%8d%81%e5%a4%a7%e6%99%b6%e5%9c%86%e4%bb%a3%e5%b7%a5%e5%8e%82%e8%90%a5%e6%94%b6%e6%8e%92%e5%90%8d","status":"publish","type":"post","link":"https:\/\/www.cnledw.com\/Research\/newsdetail-66479.html","title":{"rendered":"TrendForce\uff1a2023\u5e74Q3\u5168\u7403\u524d\u5341\u5927\u6676\u5706\u4ee3\u5de5\u5382\u8425\u6536\u6392\u540d"},"content":{"rendered":"

\u6839\u636eTrendForce\u96c6\u90a6\u54a8\u8be2\u7814\u7a76\uff0c\u968f\u7740\u7ec8\u7aef\u53caIC\u5ba2\u6237\u5e93\u5b58\u9646\u7eed\u6d88\u5316\u81f3\u8f83\u4e3a\u5065\u5eb7\u7684\u6c34\u4f4d\uff0c\u53ca\u4e0b\u534a\u5e74iPhone\u3001Android\u9635\u8425\u63a8\u51fa\u65b0\u673a\u7b49\u6709\u5229\u56e0\u7d20\uff0c\u5e26\u52a8\u7b2c\u4e09\u5b63\u667a\u80fd\u624b\u673a\u3001\u7b14\u7535\u76f8\u5173\u96f6\u90e8\u4ef6\u6025\u5355\u6d8c\u73b0\uff0c\u4f46\u9ad8\u901a\u80c0\u98ce\u9669\u4ecd\u5728\uff0c\u77ed\u671f\u5e02\u51b5\u4f9d\u65e7\u4e0d\u660e\u6717\uff0c\u6545\u6b64\u6ce2\u5907\u8d27\u4ec5\u4ee5\u6025\u5355\u65b9\u5f0f\u8fdb\u884c\u3002\u6b64\u5916\uff0c\u53f0\u79ef\u7535\uff08TSMC\uff09\u3001\u4e09\u661f\uff08Samsung\uff093nm\u9ad8\u4ef7\u5236\u7a0b\u8d21\u732e\u8425\u6536\u4ea6\u5bf9\u4ea7\u503c\u5e26\u6765\u6b63\u9762\u6548\u76ca\uff0c\u5e26\u52a82023\u5e74\u7b2c\u4e09\u5b63\u524d\u5341\u5927\u6676\u5706\u4ee3\u5de5\u4e1a\u8005\u4ea7\u503c\u4e3a282.9\u4ebf\u7f8e\u5143\uff0c\u73af\u6bd4\u589e\u957f7.9%\u3002<\/p>\n

\u5c55\u671b\u7b2c\u56db\u5b63\uff0c\u5728\u5e74\u5e95\u8282\u5e86\u9884\u671f\u5fc3\u7406\u4e0b\uff0c\u667a\u80fd\u624b\u673a\u3001\u7b14\u7535\u4f9b\u5e94\u94fe\u5907\u8d27\u6025\u5355\u6709\u671b\u5ef6\u7eed\uff0c\u53c8\u4ee5\u667a\u80fd\u624b\u673a\u7684\u96f6\u90e8\u4ef6\u62c9\u8d27\u52a8\u80fd\u8f83\u660e\u663e\u3002\u5c3d\u7ba1\u7ec8\u7aef\u5c1a\u672a\u5168\u9762\u590d\u82cf\uff0c\u4f46\u4e2d\u56fdAndroid\u9635\u8425\u624b\u673a\u5e74\u5e95\u9500\u552e\u5b63\u524d\u5907\u8d27\u52a8\u80fd\u7565\u4f18\u4e8e\u9884\u671f\uff0c\u5305\u62ec5G\u4e2d\u4f4e\u7aef\u30014G\u624b\u673aAP\u7b49\uff0c\u4ee5\u53ca\u90e8\u5206\u5ef6\u7eed\u7684Apple iPhone\u65b0\u673a\u6548\u5e94\uff0c\u7b2c\u56db\u5b63\u5168\u7403\u524d\u5341\u5927\u6676\u5706\u4ee3\u5de5\u4ea7\u503c\u9884\u671f\u4f1a\u6301\u7eed\u5411\u4e0a\uff0c\u6210\u957f\u5e45\u5ea6\u5e94\u4f1a\u9ad8\u4e8e\u7b2c\u4e09\u5b63\u3002
\n\u53f0\u79ef\u75353nm\u6b63\u5f0f\u8d21\u732e\u8425\u6536\uff0c\u7b2c\u4e09\u5b63\u5e02\u5360\u7387\u4e0a\u5347\u81f358%<\/p>\n

\u53f0\u79ef\u7535\uff08TSMC\uff09\u53d7\u60e0\u4e8ePC\u3001\u667a\u80fd\u624b\u673a\u96f6\u90e8\u4ef6\u5982iPhone\u4e0eAndroid\u65b0\u673a\uff0c\u4ee5\u53ca5G\u30014G\u4e2d\u4f4e\u7aef\u624b\u673a\u5e93\u5b58\u56de\u8865\u6025\u5355\u52a9\u529b\uff0c\u52a0\u4e0a3nm\u9ad8\u4ef7\u5236\u7a0b\u6b63\u5f0f\u8d21\u732e\u8425\u6536\uff0c\u62b5\u9500\u7b2c\u4e09\u5b63\u6676\u5706\u51fa\u8d27\u91cf\u4e0b\u6ed1\u8d1f\u9762\u56e0\u7d20\uff0c\u7b2c\u4e09\u5b63\u8425\u6536\u73af\u6bd4\u589e\u957f10.2%\uff0c\u8fbe172.5\u4ebf\u7f8e\u5143\u3002\u5176\u4e2d3nm\u5728\u7b2c\u4e09\u5b63\u8425\u6536\u5360\u6bd4\u8fbe6%\uff0c\u800c\u53f0\u79ef\u7535\u6574\u4f53\u5148\u8fdb\u5236\u7a0b\uff087nm\u542b\u4ee5\u4e0b\uff09\u8425\u6536\u5360\u6bd4\u5df2\u8fbe\u8fd16\u6210\u3002\u4e09\u661f\u6676\u5706\u4ee3\u5de5\u4e8b\u4e1a\uff08Samsung Foundry\uff09\u53d7\u60e0\u5148\u8fdb\u5236\u7a0bQualcomm\u4e2d\u4f4e\u7aef5G AP SoC\u3001Qualcomm 5G modem\uff0c\u53ca\u6210\u719f\u5236\u7a0b28nm OLED DDI\u7b49\u8ba2\u5355\u52a0\u6301\uff0c\u7b2c\u4e09\u5b63\u8425\u6536\u8fbe36.9\u4ebf\u7f8e\u5143\uff0c\u73af\u6bd4\u589e\u957f14.1%\u3002<\/p>\n

\u683c\u82af\uff08GlobalFoundries\uff09\u7b2c\u4e09\u5b63\u6676\u5706\u51fa\u8d27\u548c\u5e73\u5747\u9500\u552e\u5355\u4ef7\u6301\u5e73\u7b2c\u4e8c\u5b63\uff0c\u6545\u8425\u6536\u4e5f\u4e0e\u7b2c\u4e8c\u5b63\u76f8\u8fd1\uff0c\u7ea618.5\u4ebf\u7f8e\u5143\u3002\u7b2c\u4e09\u5b63\u8425\u6536\u652f\u6491\u4e3b\u529b\u6765\u81ea\u4e8e\u5bb6\u7528\u548c\u5de5\u4e1a\u7269\u8054\u7f51\u9886\u57df\uff08Home and Industrial IoT\uff09\uff0c\u5176\u4e2d\u7f8e\u56fd\u822a\u5929\u4e0e\u56fd\u9632\u8ba2\u5355\u5360\u6bd4\u7ea620%\u3002\u8054\u7535\uff08UMC\uff09\u53d7\u60e0\u4e8e\u6025\u5355\u652f\u6491\uff0c\u5927\u81f4\u62b5\u9500\u8f66\u7528\u8ba2\u5355\u7684\u4fee\u6b63\uff0c\u6574\u4f53\u6676\u5706\u51fa\u8d27\u4ecd\u5c0f\u5e45\u4e0b\u8dcc\u3001\u8425\u6536\u5fae\u5e45\u73af\u6bd4\u51cf\u5c111.7%\uff0c\u7ea618\u4ebf\u7f8e\u5143\uff0c\u5176\u4e2d28\/22nm\u8425\u6536\u5b63\u589e\u8fd1\u4e00\u6210\u3001\u5360\u6bd4\u4e0a\u5347\u81f332%\u3002<\/p>\n

\u4e2d\u82af\u56fd\u9645\uff08SMIC\uff09\u540c\u6837\u53d7\u60e0\u4e8e\u6d88\u8d39\u6027\u4ea7\u54c1\u5b63\u8282\u6027\u56e0\u7d20\uff0c\u5c24\u4ee5\u667a\u80fd\u624b\u673a\u76f8\u5173\u6025\u5355\u4e3a\u4e3b\uff0c\u7b2c\u4e09\u5b63\u8425\u6536\u73af\u6bd4\u589e\u957f3.8%\uff0c\u8fbe16.2\u4ebf\u7f8e\u5143\u3002\u7531\u4e8e\u4f9b\u5e94\u94fe\u6301\u7eed\u6709\u5206\u6d41\u8d8b\u52bf\uff0c\u540c\u65f6\u4e2d\u56fd\u672c\u571f\u5ba2\u6237\u57fa\u4e8e\u672c\u571f\u5316\u53f7\u53ec\u56de\u6d41\u3001\u53ca\u667a\u80fd\u624b\u673a\u96f6\u90e8\u4ef6\u5907\u8d27\u6025\u5355\uff0c\u8425\u6536\u5360\u6bd4\u589e\u957f\u81f384%\u3002
\nIFS\u9996\u6b21\u8fdb\u699c\uff0c\u7b2c\u4e09\u5b63\u8425\u6536\u6210\u957f\u5e45\u5ea6\u5c45\u51a0<\/p>\n

\u7b2c\u516d\u81f3\u7b2c\u5341\u540d\u6700\u5927\u53d8\u5316\u5728\u4e8e\u4e16\u754c\u5148\u8fdb\uff08VIS\uff09\u3001IFS\uff08Intel Foundry Service\uff09\u6392\u540d\u4e0a\u5347\uff0c\u4e14IFS\u662f\u81eaIntel\u8d22\u52a1\u62c6\u5206\u540e\u9996\u5ea6\u6324\u8fdb\u5168\u7403\u524d\u5341\u540d\u3002\u4e16\u754c\u5148\u8fdb\uff08VIS\uff09\u7b2c\u4e09\u5b63\u56e0\u5e94LDDI\u5e93\u5b58\u5df2\u843d\u81f3\u5065\u5eb7\u6c34\u4f4d\uff0cLDDI\u4e0e\u9762\u677f\u76f8\u5173PMIC\u6295\u7247\u9010\u6b65\u590d\u82cf\uff0c\u4ee5\u53ca\u90e8\u5206\u9884\u5148\u751f\u4ea7\u7684\u6676\u5706\uff08Prebuild\uff09\u51fa\u8d27\uff0c\u8425\u6536\u73af\u6bd4\u589e\u957f3.8%\uff0c\u8fbe3.3\u4ebf\u7f8e\u5143\uff0c\u6392\u540d\u9996\u5ea6\u8d85\u8d8a\u529b\u79ef\u7535\uff08PSMC\uff09\uff0c\u4e0a\u5347\u81f3\u7b2c\u516b\u540d\u3002IFS\u5219\u53d7\u60e0\u4e8e\u4e0b\u534a\u5e74\u7b14\u7535\u62c9\u8d27\u5b63\u8282\u6027\u56e0\u7d20\uff0c\u52a0\u4e0a\u81ea\u8eab\u5148\u8fdb\u9ad8\u4ef7\u5236\u7a0b\u8d21\u732e\uff0c\u7b2c\u4e09\u5b63\u8425\u6536\u73af\u6bd4\u589e\u957f\u7ea634.1%\uff0c\u7ea63.1\u4ebf\u7f8e\u5143\u3002<\/p>\n

\u5176\u4f59\u4e1a\u8005\u5982\u534e\u8679\u96c6\u56e2\uff08HuaHong Group\uff09\u7b2c\u4e09\u5b63\u8425\u6536\u73af\u6bd4\u51cf\u5c119.3%\uff0c\u7ea67.7\u4ebf\u7f8e\u5143\u3002\u65d7\u4e0bHHGrace\u867d\u6676\u5706\u51fa\u8d27\u5927\u81f4\u4e0e\u524d\u5b63\u6301\u5e73\uff0c\u4f46\u4e3a\u7ef4\u6301\u5ba2\u6237\u6295\u7247\u542f\u52a8\u8ba9\u4ef7\uff0c\u5e73\u5747\u9500\u552e\u5355\u4ef7\u5b63\u51cf\u7ea6\u4e00\u6210\uff0c\u5bfc\u81f4\u8425\u6536\u4e0b\u8dcc\u3002\u9ad8\u5854\u534a\u5bfc\u4f53\u53d7\u60e0\u5b63\u8282\u6027\u56e0\u7d20\uff0c\u5728\u667a\u80fd\u624b\u673a\u3001\u8f66\u7528\/\u5de5\u63a7\u9886\u57df\u76f8\u5173\u534a\u5bfc\u4f53\u9700\u6c42\u76f8\u5bf9\u7a33\u5b9a\uff0c\u7b2c\u4e09\u5b63\u8425\u6536\u7ea63.6\u4ebf\u7f8e\u5143\uff0c\u5927\u81f4\u6301\u5e73\u7b2c\u4e8c\u5b63\u3002\u529b\u79ef\u7535\u7b2c\u4e09\u5b63\u8425\u6536\u73af\u6bd4\u51cf\u5c117.5%\uff0c\u7ea63.1\u4ebf\u7f8e\u5143\uff0c\u5176\u4e2dPMIC\u4e0ePower Discrete\u8425\u6536\u5206\u522b\u5b63\u51cf\u8fd1\u4e00\u6210\u4e0e\u8fd1\u4e24\u6210\uff0c\u5f71\u54cd\u6574\u4f53\u8425\u8fd0\u8868\u73b0\u3002<\/p>\n

\"\"
<\/figcaption><\/figure>\n

\u6587\uff1aTrendForce\u96c6\u90a6\u54a8\u8be2<\/p>\n

\u66f4\u591aSiC\u548cGaN\u7684\u5e02\u573a\u8d44\u8baf\uff0c\u8bf7\u5173\u6ce8\u5fae\u4fe1\u516c\u4f17\u8d26\u53f7\uff1a\u96c6\u90a6\u5316\u5408\u7269\u534a\u5bfc\u4f53\u3002<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"

\u6839\u636eTrendForce\u96c6\u90a6\u54a8\u8be2\u7814\u7a76\uff0c\u968f\u7740\u7ec8\u7aef\u53caIC\u5ba2\u6237\u5e93\u5b58\u9646\u7eed\u6d88\u5316\u81f3\u8f83\u4e3a\u5065\u5eb7\u7684\u6c34\u4f4d\uff0c\u53ca\u4e0b\u534a\u5e74iPhone\u3001A […]<\/p>\n","protected":false},"author":118,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1236],"tags":[998],"_links":{"self":[{"href":"https:\/\/www.cnledw.com\/wp-json\/wp\/v2\/posts\/66479"}],"collection":[{"href":"https:\/\/www.cnledw.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.cnledw.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.cnledw.com\/wp-json\/wp\/v2\/users\/118"}],"replies":[{"embeddable":true,"href":"https:\/\/www.cnledw.com\/wp-json\/wp\/v2\/comments?post=66479"}],"version-history":[{"count":1,"href":"https:\/\/www.cnledw.com\/wp-json\/wp\/v2\/posts\/66479\/revisions"}],"predecessor-version":[{"id":66482,"href":"https:\/\/www.cnledw.com\/wp-json\/wp\/v2\/posts\/66479\/revisions\/66482"}],"wp:attachment":[{"href":"https:\/\/www.cnledw.com\/wp-json\/wp\/v2\/media?parent=66479"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.cnledw.com\/wp-json\/wp\/v2\/categories?post=66479"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.cnledw.com\/wp-json\/wp\/v2\/tags?post=66479"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}