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作者weiter5494@2014-03-21, 10:40 PM #228
....As the 4G market, over the next few years, potentially transitions here we would love to see QCOM put a framework in place to capture payments; even if at a lower rate we believe they would still be substantially accretive as this large “shadow volume” of 3G moves over into royalty-bearing mode. We estimate substantial accretive contribution from China Mobile LTE to Qualcomm’s royalties as a result, even if it comes at a lower rate. The push toward 5-mode chipsets may help with this [...] Additionally, it appears that Qualcomm is upping their engagement with China. We note recent news that Qualcomm is engaging with SMIC for 28nm products. While Qualcomm has indicated they will be upping their foundry multi-sourcing efforts, we were somewhat surprised to see SMIC mentioned at least in the guise of 28nm, and SMICs inferior capabilities vs. TSMC or Samsung all suggest limited benefits to QCOM from a strict multi-sourcing perspective (benefits on pricing, flex capacity, etc). Benefits to Qualcomm from assuaging China, however, could in theory be much more substantial, and the timing of the newsflow (in the middle of the investigation) suggests other motives may indeed be at play.
- Stacy Rasgon of Bernstein Research
敦親睦鄰，Qualcomm向SMIC拋媚眼？ |
熟悉兩岸半導體產業人士指出，Qualcomm宣布有意投產中芯半導體28nm製程的動作屬於advertising效果的成份較大。中芯目前28nm製程技術不僅連HKMG、HPM的層次都還達不到，產能佈建上也完全無法滿足Qualcomm旗下任何一個晶片的胃口，Qualcomm要真能到中芯28nm製程投片，最快大概也要等到2015年以後；只是，Qualcomm到時是否仍需大量28nm製程產能，也是一個大問號。
- digitimes@Mar 11, 2014
中國機還不夠，中國芯更牛？VIA做不到的，Qualcomm能？
Qualcomm said on Thursday that Chinese contract manufacturer SMIC would produce its Snapdragon processors on 28 nanometer manufacturing technology. SMIC has previously made power management, wireless and connectivity related chips on behalf of Qualcomm but the Snapdragon agreement signifies a technological step up in the two companies' relationship. SMIC posted its second consecutive year-on-year drop in profit in the first quarter this year.
曾為高通代工生產電源管理及無線產品的中芯表示，未來還會將技術延伸到3D IC及射頻前端晶圓製造，支持高通不斷擴展的驍龍產品組合，並預期28奈米產品生命周期長度將會超越先前的技術節點。
中芯國際2013年銷售金額及盈利皆刷新紀錄，分別按年增21.6%及660.5%，至20.7億美元(下同)及1.7億元。受惠於來自中國區的半導體設計公司的高速成長，在2013年
來自中國大陸客戶的收入錄得45%的強勁升幅，佔比也從2012年的33.9%攀升至2013年的40.4%。美國仍然是集團最大的收入來源，惟佔整體收入比重已略有下降。
高通的28納米訂單的收入最快也要等到今年第三、四季才會反映。
- 太陽國際證券, Hongkong
TSMC gets
about 22 percent of its sales from Qualcomm, according to data compiled by Bloomberg.
值此28nm已然CP值最高的製程與入門者眾致市場競爭白熱化之際，TSMC現今第一大客戶Qualcomm積極落實多供應商政策之舉是否將複製智機高階疲軟，低端走揚之窘境？Samsung、Globalfoundries、UMC、SMIC勢將28nm推成大亂鬥。
法人認為，TSMC競爭對手相繼進入28奈米製程，
短期內雖對TSMC營運不會造成影響，但對於28nm未來恐帶來價格競爭壓力。
TSMC看來處變不驚，卻語帶威脅。
台積電對28奈米製程及先進製程技術深具信心，同時，台積電也會
堅決捍衛自身的智慧財產權。
- 孫又文, 台積電企業訊息處處長