英特尔宣布，这两家巨头一夜之间损失了3200亿美元！ 5nm芯片手机“集体翻转”在48℃播放20分钟？ _东方财富网

原标题：英特尔宣布了一项重大举措，两大巨头在一夜之间蒸发了3200亿美元！ 5nm芯片手机“集体翻身”，玩48℃20分钟？

概要

[Intelannouncedthatthetwogiantslost320billionovernight!5nmchipmobilephone”collectiverollover”playingat48℃for20minutes?】Friday(January22)chipstocksgenerallyfellthePhiladelphiaSemiconductorIndexfell184%AmongthemIntelplummeted929%themarketvalueevaporated237billionUSdollars(about154billionyuan)thecurrenttotalmarketvalueof2322billionUSdollarsAnalysisbelievesthatIntel’sstockpriceplummetingisrelatedtothecompany’sdecisiontoexpandchipmanufacturingoutsourcing(21stCenturyBusinessHerald)

Since last year, global chips have been out of stock,industryThe chain set off a “price increase wave”, relatedthe companyPerformanceThe stock price has risen sharply, and the stock price has risen.

However, on Friday (January 22) chip stocks generally fell, and the Philadelphia Semiconductor Index fell 1.84%. among them,IntelFell 9.29%,Market valueEvaporated USD 23.7 billion (about 154 billionRMB), the current total market value is 232.2 billion US dollars.

　　TSMCClosed down 3.74%, the most since the end of October last yearBig orderDaily decline, the market value evaporated 26 billion US dollars (about 168.7 billion yuan).

　　IntelWill expand chip manufacturingOutsourcing

AnalysisIntelThe stock price fell and the company decided to expand chip manufacturing outsourcing.

According to Xinhua News Agency, Intel’s incoming CEO Pat Gelsinger said on the 21st that Intel will let other chipsenterpriseProduce more Intel chips. United States”Wall Street“The Daily” believes that this is different from Intel’s reliance on its ownfactoryThe tradition of producing the highest-end chips,It means that Intel actually admits that it has fallen behind its industry rivals.

Intel has gone through a series of challenges in 2020, such as the market value of the USNvidiaThe company surpasses, Intel processors sufferappleThe company abandoned it,marketShare shrinking and hedgefundProposed by Third PointstrategyTransformation pressure.

　　appleThe three new computers released by the company last November did not use Intel chips.New computer useappleSelf-developed M1 chip, using 5nmCraft. These chips are mainly found in Asian chip factories. In contrast, the chip supplied by Intel uses a 10-nanometer process. Gelsinger said that the 7-nanometer process will be used for Intel chips delivered in 2023.

The new crown epidemic temporarily concealed part of the challenges facing Intel. Telecommuting has led to unprecedented demand for personal computers and chips.

The latest financial report shows that Intel’s 2020 sales reached a record 77.9 billion US dollars, exceeding Wall Street’s expectations of 75.4 billion US dollars and higher than the 72 billion US dollars in 2019.However, a considerable part of Intel’s increased sales comes fromprofitMeager low-end laptop chips.Intel 2020Net profitIt was US$20.9 billion, down from US$21.1 billion a year ago.

According to reports, Intel has decided toTSMCOutsourcing graphics processing chip production, the two companies are discussing deepening cooperation.

andTSMCIt was announced last week that the cap of capital expenditure in 2021 will be increased to 28 billion U.S. dollars, far exceeding the 17.2 billion U.S. dollars in 2020. Some observers believe thatTSMC may be expanding its production capacity to meet the large orders from Intel.

　　Samsung ElectronicsFollowing TSMC

Although orders continue to flow, TSMC is not at ease.

According to the Securities Times citing media reports,Samsung Electronics is considering in TexasinvestmentOver 10 billion US dollars to build a most advanced chip manufacturing plant, To compete with TSMC on advanced manufacturing processes to compete for more USclientOrders. Previously, TSMC disclosed that it would build a 5nm chip factory in Arizona, USA, which is expected to be completed in 2024.

Although it is only in the planning stage, if all goes well, production will start in 2023. Samsung currently has two EUV lithography machine factories in South Korea.

Samsung hopes to catch up with TSMC through large-scale investment. Samsung Electronics’ investment in 2021 is expected to exceed US$30 billion, which is higher than TSMC’s 2021 capital expenditure of US$25 billion to US$28 billion. TSMC’s main capital expenditure will also be used for advanced process technology, 80% of which will be used for advanced processes such as 3nm, 5nm and 7nm, 10% will be used for mass production requirements of advanced packaging technology, and 10% will be used for special processes.Samsung Electronics expects to adopt GAAFET 3nm, which is more advanced than FinFET, on a large scale in 2022, maintaining the advanced manufacturing process with TSMC.Technology competition。

According to data from the market research organization TrendForce, in September 2020, Samsung’s share of the global foundry market was 16.4%, and TSMC’smarket shareIs 54%. Samsung’s recently established “Semiconductor Vision 2030” long-term plan,The goal is to become the world’s largest chip in the next 10 yearsmanufacturer。However, Samsung Electronics currently has a large gap in the global market share with the global chip foundry leader TSMC, and has a slight technical disadvantage.

In 2020, Samsung beat TSMC and wonQualcomm1 trillion won of high-end chip foundry orders, this is the first time Samsung has wonQualcommFlagship chip orders. TrendForce’s data shows that Samsung’s market share will continue to increase in 2021, and TSMC’s share will remain unchanged.

　　Play for 20 minutes at a temperature of 48℃5nm chip mobile phone collective rollover

　　It is worth noting that, judging from the downstream feedback of advanced process chips, the phenomenon of performance “turning over” appears.

Apple, Huawei,Qualcomm, Samsung has successively launched flagship 5nm mobile processors. According to reports, some iPhone 12 users have encountered high power consumption problems when using their phones.

At station B, under a certain Snapdragon 888 evaluation video, a comment message “cold morning goes well with Snapdragon 888” received 32,000 likes. It is reported that many media evaluations believe that the Snapdragon 888 is the 5nm Qualcomm flagship chip that “turns the car the most.”

The most criticized is that compared to the previous generation of 7nm process flagships, although 5nm chips have improved performance, power consumption has increased significantly.

　　High power consumption brings high heat generation.

The first Xiaomi Mi 11 equipped with Snapdragon 888, the heat is more obvious in the actual test. According to Geek Bay data, in the test of a certain game, after 20 minutes of playing, the temperature on the back of Mi 11 reached 48°C, while the Mi 10 equipped with Snapdragon 865 under the same test environment, the temperature control performance is better only 41 ℃.

In addition to Qualcomm, the Apple A14, which was produced by TSMC, was also complained by consumers due to the rapid power failure. The integrated GPU power consumption of Huawei’s Kirin 9000 is also facing a high problem.

(Source: 21st Century Business Herald)

(Editor in charge: DF506)