[導讀]關(guān)鍵字： A5處理器 晶圓 平板 一位分析師稱，半導體代工巨頭臺積電(TSMC)正打算狠狠咬住蘋果。
“關(guān)于蘋
關(guān)鍵字： A5處理器 晶圓 平板 一位分析師稱，半導體代工巨頭臺積電(TSMC)正打算狠狠咬住蘋果。
“關(guān)于蘋果公司決定將其A5處理器的訂單從三星轉(zhuǎn)向臺積電的傳言越傳越烈?！盚SBC的分析師Steven Pelayo在一份新的報告中表示，“雖然未經(jīng)證實，但是，鑒于臺積電的生產(chǎn)能力、技術(shù)優(yōu)勢，以及它與蘋果之間不存在潛在的利益沖突，我們相信這個合作將會是必然的?！?br />
如果這次臺積電確實能夠獲得來自蘋果公司的業(yè)務(wù)，“結(jié)果顯示，本次業(yè)務(wù)將為臺積電的收入帶來2011年至少1%的增長，以及2012年至少2%的增長”他說。
“在之前的報告中，我們注意到臺積電很少有獲得‘第一輪’平板大戰(zhàn)中蘋果代工的機會，因為那幾乎都由三星獨攬。我們始終期待在‘第二輪’平板大戰(zhàn)中，臺積電能通過非iPad平板產(chǎn)品獲得更多的利益，但是現(xiàn)在看來，臺積電有可能會狠狠‘咬蘋果一口’”Steven補充。
在這份報告中，HSBC試圖量化臺積電拿下A5處理器訂單的收入增量。
“我們假設(shè)采用40/45nm的雙核的A5處理器的尺寸為60mm2，估計一個300mm晶圓片上大約可容納1,035個單元。假設(shè)在2011和2012年分別是85%和90%的產(chǎn)率(以成熟的工藝節(jié)點)，我們預(yù)計2011和2012年分別消耗880和932片晶圓?！?br />
“我們估計蘋果今年iPhone/iPad的出貨量為1.3億，其中將有9,000萬臺產(chǎn)品會采用A5處理器。我們期待A5能盡快入駐iPhone，所以我們預(yù)測，到2012年A5的出貨量將有機會成長150%，達到2.3億的規(guī)模。”
“假設(shè)今年臺積電獲得蘋果30%的訂單(三星將保有70%)，平均晶圓單價為4,000美元，那么臺積電2011年的收入與之前的預(yù)估值增長僅為0.8%。假設(shè)到2012年臺積電獲得60%的A5訂單，平均晶圓單價降至3,000美元，那么來自蘋果訂單的貢獻將增長到2.5%。”
翻譯/編輯：Ana Hu
本文授權(quán)編譯自EE Times，版權(quán)所有，謝絕轉(zhuǎn)載
點擊查看原文：Analyst: TSMC to take 'bite of apple'
1 2 到第頁 End of article 關(guān)鍵字： A5處理器 晶圓 平板
Analyst: TSMC to take 'bite of apple'
Mark LaPedus
Silicon foundry giant Taiwan Semiconductor Manufacturing Co. Ltd. (TSMC) is taking a bigger bite of the apple, according to an analyst.
Rumblings about Apple's decision to shift A5 processor orders to TSMC from Samsung have gathered steam, said Steven Pelayo, an analyst with HSBC, in a new report. While unconfirmed, we believe cooperation is inevitable considering TSMC's capacity and technological advantages, as well as a lack of potential interest conflicts.
If TSMC did indeed receive the business from Apple, the results show minimal incremental revenue contribution (for TSMC) of approximately 1 percent (and) 2.5 percent of 2011 (and) 2012 consensus numbers, respectively, he said.
In prior reports, we noted TSMC was less exposed to 'Round 1' of the tablet wars as Samsung captured much of Apple's silicon opportunity. We always expected TSMC to benefit more in 'Round 2' with non-iPad products, but now it appears the company is potentially poised to take a 'bigger bite of the apple,' he said.
In the report, HSBC attempted to quantify the incremental revenues to TSMC if A5 processor orders are shifted from Samsung.
We assume a die size of 60mm2 for the dual-core A5 on 40/45-nm and estimate that approximately 1,035 units can fit on a 300-mm wafer. Assuming an 85 percent in 2011 and 90 percent yield in 2012 (as the process node matures), we expect net die per wafer to be around 880 and 932 in 2011 and 2012 respectively, the analyst said.
We estimate total Apple iPhone/iPad shipments of 130 million units this year, with 90 million units fitted with the newer A5 processor. We expect the A5 to be integrated into iPhone soon, so by 2012 we forecast the A5 opportunity to increase by > 150 percent to 230 million, he said.
Assuming TSMC gets 30 percent of Apple's orders this year (with Samsung the remaining 70 percent) at an average wafer ASP of $4,000, the incremental revenues are only around 0.8 percent of its 2011 consensus revenues numbers. In 2012, the contribution should rise to 2.5 percent assuming it gets 60 percent of the A5 orders at a lower ASP of $3,000, he added.
1[!--empirenews.page--] 2 到第頁 End of article 關(guān)鍵字： A5處理器 晶圓 平板
Analyst: TSMC to take 'bite of apple'
Mark LaPedus
Silicon foundry giant Taiwan Semiconductor Manufacturing Co. Ltd. (TSMC) is taking a bigger bite of the apple, according to an analyst.
Rumblings about Apple's decision to shift A5 processor orders to TSMC from Samsung have gathered steam, said Steven Pelayo, an analyst with HSBC, in a new report. While unconfirmed, we believe cooperation is inevitable considering TSMC's capacity and technological advantages, as well as a lack of potential interest conflicts.
If TSMC did indeed receive the business from Apple, the results show minimal incremental revenue contribution (for TSMC) of approximately 1 percent (and) 2.5 percent of 2011 (and) 2012 consensus numbers, respectively, he said.
In prior reports, we noted TSMC was less exposed to 'Round 1' of the tablet wars as Samsung captured much of Apple's silicon opportunity. We always expected TSMC to benefit more in 'Round 2' with non-iPad products, but now it appears the company is potentially poised to take a 'bigger bite of the apple,' he said.
In the report, HSBC attempted to quantify the incremental revenues to TSMC if A5 processor orders are shifted from Samsung.
We assume a die size of 60mm2 for the dual-core A5 on 40/45-nm and estimate that approximately 1,035 units can fit on a 300-mm wafer. Assuming an 85 percent in 2011 and 90 percent yield in 2012 (as the process node matures), we expect net die per wafer to be around 880 and 932 in 2011 and 2012 respectively, the analyst said.
We estimate total Apple iPhone/iPad shipments of 130 million units this year, with 90 million units fitted with the newer A5 processor. We expect the A5 to be integrated into iPhone soon, so by 2012 we forecast the A5 opportunity to increase by > 150 percent to 230 million, he said.
Assuming TSMC gets 30 percent of Apple's orders this year (with Samsung the remaining 70 percent) at an average wafer ASP of $4,000, the incremental revenues are only around 0.8 percent of its 2011 consensus revenues numbers. In 2012, the contribution should rise to 2.5 percent assuming it gets 60 percent of the A5 orders at a lower ASP of $3,000, he added.
1 2 到第頁 End of article
“關(guān)于蘋果公司決定將其A5處理器的訂單從三星轉(zhuǎn)向臺積電的傳言越傳越烈?！盚SBC的分析師Steven Pelayo在一份新的報告中表示，“雖然未經(jīng)證實，但是，鑒于臺積電的生產(chǎn)能力、技術(shù)優(yōu)勢，以及它與蘋果之間不存在潛在的利益沖突，我們相信這個合作將會是必然的?！?br />
如果這次臺積電確實能夠獲得來自蘋果公司的業(yè)務(wù)，“結(jié)果顯示，本次業(yè)務(wù)將為臺積電的收入帶來2011年至少1%的增長，以及2012年至少2%的增長”他說。
“在之前的報告中，我們注意到臺積電很少有獲得‘第一輪’平板大戰(zhàn)中蘋果代工的機會，因為那幾乎都由三星獨攬。我們始終期待在‘第二輪’平板大戰(zhàn)中，臺積電能通過非iPad平板產(chǎn)品獲得更多的利益，但是現(xiàn)在看來，臺積電有可能會狠狠‘咬蘋果一口’”Steven補充。
在這份報告中，HSBC試圖量化臺積電拿下A5處理器訂單的收入增量。
“我們假設(shè)采用40/45nm的雙核的A5處理器的尺寸為60mm2，估計一個300mm晶圓片上大約可容納1,035個單元。假設(shè)在2011和2012年分別是85%和90%的產(chǎn)率(以成熟的工藝節(jié)點)，我們預(yù)計2011和2012年分別消耗880和932片晶圓?！?br />
“我們估計蘋果今年iPhone/iPad的出貨量為1.3億，其中將有9,000萬臺產(chǎn)品會采用A5處理器。我們期待A5能盡快入駐iPhone，所以我們預(yù)測，到2012年A5的出貨量將有機會成長150%，達到2.3億的規(guī)模。”
“假設(shè)今年臺積電獲得蘋果30%的訂單(三星將保有70%)，平均晶圓單價為4,000美元，那么臺積電2011年的收入與之前的預(yù)估值增長僅為0.8%。假設(shè)到2012年臺積電獲得60%的A5訂單，平均晶圓單價降至3,000美元，那么來自蘋果訂單的貢獻將增長到2.5%。”
翻譯/編輯：Ana Hu
本文授權(quán)編譯自EE Times，版權(quán)所有，謝絕轉(zhuǎn)載
點擊查看原文：Analyst: TSMC to take 'bite of apple'
Analyst: TSMC to take 'bite of apple'
Mark LaPedus
Silicon foundry giant Taiwan Semiconductor Manufacturing Co. Ltd. (TSMC) is taking a bigger bite of the apple, according to an analyst.
Rumblings about Apple's decision to shift A5 processor orders to TSMC from Samsung have gathered steam, said Steven Pelayo, an analyst with HSBC, in a new report. While unconfirmed, we believe cooperation is inevitable considering TSMC's capacity and technological advantages, as well as a lack of potential interest conflicts.
If TSMC did indeed receive the business from Apple, the results show minimal incremental revenue contribution (for TSMC) of approximately 1 percent (and) 2.5 percent of 2011 (and) 2012 consensus numbers, respectively, he said.
In prior reports, we noted TSMC was less exposed to 'Round 1' of the tablet wars as Samsung captured much of Apple's silicon opportunity. We always expected TSMC to benefit more in 'Round 2' with non-iPad products, but now it appears the company is potentially poised to take a 'bigger bite of the apple,' he said.
In the report, HSBC attempted to quantify the incremental revenues to TSMC if A5 processor orders are shifted from Samsung.
We assume a die size of 60mm2 for the dual-core A5 on 40/45-nm and estimate that approximately 1,035 units can fit on a 300-mm wafer. Assuming an 85 percent in 2011 and 90 percent yield in 2012 (as the process node matures), we expect net die per wafer to be around 880 and 932 in 2011 and 2012 respectively, the analyst said.
We estimate total Apple iPhone/iPad shipments of 130 million units this year, with 90 million units fitted with the newer A5 processor. We expect the A5 to be integrated into iPhone soon, so by 2012 we forecast the A5 opportunity to increase by > 150 percent to 230 million, he said.
Assuming TSMC gets 30 percent of Apple's orders this year (with Samsung the remaining 70 percent) at an average wafer ASP of $4,000, the incremental revenues are only around 0.8 percent of its 2011 consensus revenues numbers. In 2012, the contribution should rise to 2.5 percent assuming it gets 60 percent of the A5 orders at a lower ASP of $3,000, he added.
Analyst: TSMC to take 'bite of apple'
Mark LaPedus
Silicon foundry giant Taiwan Semiconductor Manufacturing Co. Ltd. (TSMC) is taking a bigger bite of the apple, according to an analyst.
Rumblings about Apple's decision to shift A5 processor orders to TSMC from Samsung have gathered steam, said Steven Pelayo, an analyst with HSBC, in a new report. While unconfirmed, we believe cooperation is inevitable considering TSMC's capacity and technological advantages, as well as a lack of potential interest conflicts.
If TSMC did indeed receive the business from Apple, the results show minimal incremental revenue contribution (for TSMC) of approximately 1 percent (and) 2.5 percent of 2011 (and) 2012 consensus numbers, respectively, he said.
In prior reports, we noted TSMC was less exposed to 'Round 1' of the tablet wars as Samsung captured much of Apple's silicon opportunity. We always expected TSMC to benefit more in 'Round 2' with non-iPad products, but now it appears the company is potentially poised to take a 'bigger bite of the apple,' he said.
In the report, HSBC attempted to quantify the incremental revenues to TSMC if A5 processor orders are shifted from Samsung.
We assume a die size of 60mm2 for the dual-core A5 on 40/45-nm and estimate that approximately 1,035 units can fit on a 300-mm wafer. Assuming an 85 percent in 2011 and 90 percent yield in 2012 (as the process node matures), we expect net die per wafer to be around 880 and 932 in 2011 and 2012 respectively, the analyst said.
We estimate total Apple iPhone/iPad shipments of 130 million units this year, with 90 million units fitted with the newer A5 processor. We expect the A5 to be integrated into iPhone soon, so by 2012 we forecast the A5 opportunity to increase by > 150 percent to 230 million, he said.
Assuming TSMC gets 30 percent of Apple's orders this year (with Samsung the remaining 70 percent) at an average wafer ASP of $4,000, the incremental revenues are only around 0.8 percent of its 2011 consensus revenues numbers. In 2012, the contribution should rise to 2.5 percent assuming it gets 60 percent of the A5 orders at a lower ASP of $3,000, he added.
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