台积电接高通紧急订单,高通高端5G芯片供应紧张有望缓解

Release time:2021-04-08
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source:eefocus
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如今,缺芯已经从汽车行业蔓延至智能手机领域,手机芯片供应商高通也出现了供货紧张的情况。近日,据业内人士透露,台积电已同意为高通加急生产一批高端5G芯片订单,预计最晚第三季度交货。

 

高通芯片紧缺的消息,在3月就已经出现了,并且高通现任COO克里斯蒂亚诺·阿蒙在采访中表示:如果问他是什么使他彻夜难眠,那就是半导体行业的供应危机。

 

目前,台积电的芯片产能其实也是不够的,也没有余力承受更多订单,可能是台积电为了巩固双方在业务上的联系,同意接收了高通的紧急订单。

 

业内人士指出,尽管高通一直在台积电和其他代工厂之间转换订单,但台积电仍然愿意接受高通的紧急订单,原因在于高通在全球移动解决方案中处于领先地位。

 

“这一决定符合台积电的既定政策,即与那些可以提供具有巨大销售潜力的创新产品的客户合作,从而在终端市场上获得最大收益并保持长期增长的客户合作。”业内人士补充说道。

 

据悉,高通先前通知其客户,由于生产问题,部分芯片的交货时间可能会延长到30周以上。业内人士称,台积电提供的新产能支持可以使高通有效地缩短其芯片的交货时间,并帮助其在下半年重新夺得已失去的市场份额。

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