Mediatek, Huawei Hass exultation: TSMC will be reduced by 16, 20nm technology-TSMC Foundry price, mediatek, Hass-IT information
Smartphone industry this year down to red eye, terminal manufacturers life difficult, upstream supply chain mediatek, Spreadtrum, Hass and other chip manufacturers face the same dilemma, they were uncomfortable, TSMC had caught a cold, because the days are tight BA case chip manufacturers are more likely to choose a expensive process. TSMC is already considering reducing the 16/20nm advanced technology contract prices to win customers, this is a good thing for the chip maker.
Digitimes CITES industry sources said TSMC will reduce 16nm and 20nm in high technology contracts, benefiting mainly chips and many other companies supply chips for Android devices.
After spiraling turn Samsung 14nm process, TSMC partner on Smartphones processor currently mainly apples, mediatek, Huawei its Hass (started 16nm Plus process) and WABC, owned by violet. Smartphone dilemma facing industry, terminal manufacturers to fight price, chip suppliers are also in danger of lower gross profit margins.
However TSMC selected active price reductions are not being charitable, but also have their own difficulties. Upstream suppliers of days not than, they of orders also have reduced, this year Q1 quarter of earnings in the, TSMC in 16/20nm process Shang of revenue once upon a a quarter of 24% reduced to has 23%, and 28nm process not drop anti-increased, share from 25% increased to has 30%, behind of reasons is high-end phone sold not moving, low-end intelligent phone hot, so chip manufacturers more willing to select low price mature of 28nm chip.
In addition, the TSMC 16nm process technology production last year, Qualcomm fled but the Super VIP customers, selected Samsung 14nm technology, Apple A9 TSMC foundry, but Samsung also takes a lot of orders. As 20nm process, that on more Cup with has, the process from a began on not was bullish, price your, and energy efficiency upgrade also not is obviously, except Apple A8, and Gao Tongxiao Dragon 810, and NVIDIA Tegra X1, minority chip zhiwai and no how many products, but A8 peak shipping period has had, mycophenolate mofetil Dragon 810 and the Tegera X1 market Shang fundamental not success, 20nm process I'm afraid only left mediatek Helio X20/X25, very minority chip also in with has.
联发科、华为海思大喜：台积电将减少16、20nm工艺代工价格 - 台积电,联发科,海思 - IT资讯
智能手机行业今年杀到红眼，终端厂商的日子不好过，上游供应链的联发科、展讯、海思等芯片厂商也同样面临困境，他们过得不舒服，TSMC也得感冒了，因为日子紧巴的情况下芯片厂商就更不愿意选择高价的制程工艺了。TSMC已经在考虑降低16/20nm先进工艺的合约价格以拉拢客户，这对芯片厂商来说也是个好事。
Digitimes援引业界消息称TSMC将降低16nm及20nm高级工艺的合约价格，受益的主要是联发科及其他为安卓设备供应芯片的公司。
在高通转向三星14nm工艺之后，目前TSMC在智能手机处理器上的合作伙伴主要是苹果、联发科、华为旗下的海思（首发16nm Plus工艺）及紫光旗下的展讯等。如今智能手机面临行业性困境，终端厂商拼价格，芯片供应商也面临毛利率降低的危险。
不过话说回来TSMC选择主动降价也是不是做慈善，也是有自己的苦衷的。上游供应商的日子不好过，他们的订单也得减少，今年Q1季度的财报中，TSMC在16/20nm工艺上的营收从前一季度的24%降低到了23%，而28nm工艺不降反增，份额从25%增加到了30%，背后的原因就是高端手机卖不动，低端智能手机热销，因此芯片厂商更愿意选择低价成熟的28nm芯片。
此外，TSMC的16nm工艺虽然去年就量产了，但之前的超级VIP客户高通出逃，选择了三星的14nm工艺，苹果A9虽然有TSMC代工，但三星也分走不少订单。至于20nm工艺，那就更杯具了，该工艺从一开始就不被看好，价格贵、能效提升也不甚明显，除了苹果A8、高通骁龙810、NVIDIA Tegra X1等少数芯片之外并没有多少产品，但A8高峰出货期已过，骁龙810及Tegera X1市场上根本不成功，20nm工艺恐怕只剩下联发科Helio X20/X25等极少数芯片还在用了。