為何AMD一定得找GF代工他的自家產品 - 遊戲機

By Agatha
at 2016-07-02T12:27
at 2016-07-02T12:27
Table of Contents
※ 引述《notmuchmoney (真的不錯....)》之銘言:
: 使用先進製程的Fabless公司 time to market比cost重要
: foudnry策略有兩種 一種是選定一家做長期夥伴 這樣RD可以熟悉這家foundry的design rule、製程能力
: 有助於在設計階段就充分利用這家foundry的能力 追求第一個cut就成功 以及良率快速提升 也可以提高採購時的忠誠客戶的議價優惠
: Nvidia、Marvell、Altera、ADI都是100%在TSMC投片
: Xilinx絕大部分在UMC投片
: 另一種Fabless則藝高膽大 本身RD對半導體製程能力有相當掌握 可以分散投片 有信心靠自己的能力 在不同的foundry都能有好的良率 並充分利用二線foundry優惠的價格
: 這种Fabless包括Qualcomm Broadcom
: 至於使用成熟製程的公司 考量的則是cost performance 而不只是良率
: Qualcomm原本屬於分散投片的公司 TSMC UMC Globalfoundries都有投片
: 45/40nm製程技術時代 TSMC的競爭力大幅提升 這類客戶已經沒有選擇 通通變成以TSMC為主要供應商的類型 到28nm更進一步 TSMC幾乎壟斷28nm HKMG市場 毫無選擇 大部分需要先進製程的Fabless公司都變成倚賴TSMC的客戶。
: 但經過幾年的追趕
: UMC Globalfoundires SMIC的28nm製程已驚漸漸成熟 HKMG也有進展
: Samsung LSI和Intel也利用先進製程的優勢積極切入foundry生意
: Qualcomm從幾乎100%在TSMC投片 恢復到早期分散投片模式 並不特別意外 SMIC有中國政府優惠及市場吸引 Samsung LSI有Samsung手機採用Qualcomm晶片的吸引 都是分散投片的因素
: Apple生產節奏固定 沒有直接競爭對手 在扶植起三星後 從20nm選擇變靈活 對TSMC三星兩家製程都頗熟悉 應該是維持產能價格誰好選誰
: AMD過去有歷史因素 cpu給Globalfoundries Gpu給TSMC 這次480回到GF 價格一定是有優惠的 不過讓人有疑問的是time to market跟產能兩點 目前看來time to market還ok 後續產能能否跟上值得觀察
: 架構的話那又是另一個問題 AMD自己的事了
AMD跟GF的關係不是你講的這葛樣子
第一
AMD割出晶圓廠的時候 跟GF的約定就是每年固定要下多少單
這葛數字今年還去年好像是1B鎂 已經越談越低惹
第二
AMD割出晶圓廠的時候 成立GF的金主是阿拉伯聯合大公國的ATIC
ATIC同時拿惹amd好像十幾趴的股份 董事會一直都有一葛他們的人
上面兩葛根本因素
造成的現象
就是可以的話amd一定先找gf
因為不管怎樣每年都要花那1b 這已經是amd去年營收的1/4惹QQ
CEO也要面對董事會的壓力
除非gf良率真的爛 或者是客戶(遊戲機)要求
才會去找GG
然後amd對gf下單的出貨預估都會比較樂觀
結果就是財報的時候被人家幹說庫存好高
如果pc市況不好的話就 就會有打消庫存損失
那這葛良率很爛有兩種狀況
一個是根本做不出來
28發生過一次 本來第二代喵喵是給gf 後來才轉往gg
這一來一往花惹一年
結果喵喵二代就失惹先機
20是第二次 更慘
gf作一半直接棄權
結果amd賠微軟幾十M鎂
另一個比較普通
就良率離可以接受還有些距離
財報上看起來會不太好看
這時就加減生產 然後等良率慢慢拉上來
這個大概是第三代喵喵那時候
大致上講
gg也作過amd cpu 就是喵喵一代二代
gf28也作過顯卡 不過是低階小晶片 只給筆電用
偏偏出的時候遇到maxwell 被gm107還108那兩顆掃光光
還有兩家遊戲機後來都轉給gf去惹
我想這部份應該可以讓大家理解
轉單gf對amd成本支出結構有多大影響力
還有就是
去年我常常在股版講一葛概念
若能促成gg找amd合作 那可是國家級戰略
如果gg or 偏GG的組織也在amd董事會也有一葛位子
就可以制衡gf對amd的壓力
這部份的重點不是顯卡 而是cpu
顯卡一年大概也就4b 5b的市場
x86 cpu是顯卡的十倍以上
比全台灣gdp的十分之一還多
能分到一點毛就爽翻惹
當然現在去找amd談 人家根本不鳥你就是惹
因為amd現在離破產已經很遠惹
--
: 使用先進製程的Fabless公司 time to market比cost重要
: foudnry策略有兩種 一種是選定一家做長期夥伴 這樣RD可以熟悉這家foundry的design rule、製程能力
: 有助於在設計階段就充分利用這家foundry的能力 追求第一個cut就成功 以及良率快速提升 也可以提高採購時的忠誠客戶的議價優惠
: Nvidia、Marvell、Altera、ADI都是100%在TSMC投片
: Xilinx絕大部分在UMC投片
: 另一種Fabless則藝高膽大 本身RD對半導體製程能力有相當掌握 可以分散投片 有信心靠自己的能力 在不同的foundry都能有好的良率 並充分利用二線foundry優惠的價格
: 這种Fabless包括Qualcomm Broadcom
: 至於使用成熟製程的公司 考量的則是cost performance 而不只是良率
: Qualcomm原本屬於分散投片的公司 TSMC UMC Globalfoundries都有投片
: 45/40nm製程技術時代 TSMC的競爭力大幅提升 這類客戶已經沒有選擇 通通變成以TSMC為主要供應商的類型 到28nm更進一步 TSMC幾乎壟斷28nm HKMG市場 毫無選擇 大部分需要先進製程的Fabless公司都變成倚賴TSMC的客戶。
: 但經過幾年的追趕
: UMC Globalfoundires SMIC的28nm製程已驚漸漸成熟 HKMG也有進展
: Samsung LSI和Intel也利用先進製程的優勢積極切入foundry生意
: Qualcomm從幾乎100%在TSMC投片 恢復到早期分散投片模式 並不特別意外 SMIC有中國政府優惠及市場吸引 Samsung LSI有Samsung手機採用Qualcomm晶片的吸引 都是分散投片的因素
: Apple生產節奏固定 沒有直接競爭對手 在扶植起三星後 從20nm選擇變靈活 對TSMC三星兩家製程都頗熟悉 應該是維持產能價格誰好選誰
: AMD過去有歷史因素 cpu給Globalfoundries Gpu給TSMC 這次480回到GF 價格一定是有優惠的 不過讓人有疑問的是time to market跟產能兩點 目前看來time to market還ok 後續產能能否跟上值得觀察
: 架構的話那又是另一個問題 AMD自己的事了
AMD跟GF的關係不是你講的這葛樣子
第一
AMD割出晶圓廠的時候 跟GF的約定就是每年固定要下多少單
這葛數字今年還去年好像是1B鎂 已經越談越低惹
第二
AMD割出晶圓廠的時候 成立GF的金主是阿拉伯聯合大公國的ATIC
ATIC同時拿惹amd好像十幾趴的股份 董事會一直都有一葛他們的人
上面兩葛根本因素
造成的現象
就是可以的話amd一定先找gf
因為不管怎樣每年都要花那1b 這已經是amd去年營收的1/4惹QQ
CEO也要面對董事會的壓力
除非gf良率真的爛 或者是客戶(遊戲機)要求
才會去找GG
然後amd對gf下單的出貨預估都會比較樂觀
結果就是財報的時候被人家幹說庫存好高
如果pc市況不好的話就 就會有打消庫存損失
那這葛良率很爛有兩種狀況
一個是根本做不出來
28發生過一次 本來第二代喵喵是給gf 後來才轉往gg
這一來一往花惹一年
結果喵喵二代就失惹先機
20是第二次 更慘
gf作一半直接棄權
結果amd賠微軟幾十M鎂
另一個比較普通
就良率離可以接受還有些距離
財報上看起來會不太好看
這時就加減生產 然後等良率慢慢拉上來
這個大概是第三代喵喵那時候
大致上講
gg也作過amd cpu 就是喵喵一代二代
gf28也作過顯卡 不過是低階小晶片 只給筆電用
偏偏出的時候遇到maxwell 被gm107還108那兩顆掃光光
還有兩家遊戲機後來都轉給gf去惹
我想這部份應該可以讓大家理解
轉單gf對amd成本支出結構有多大影響力
還有就是
去年我常常在股版講一葛概念
若能促成gg找amd合作 那可是國家級戰略
如果gg or 偏GG的組織也在amd董事會也有一葛位子
就可以制衡gf對amd的壓力
這部份的重點不是顯卡 而是cpu
顯卡一年大概也就4b 5b的市場
x86 cpu是顯卡的十倍以上
比全台灣gdp的十分之一還多
能分到一點毛就爽翻惹
當然現在去找amd談 人家根本不鳥你就是惹
因為amd現在離破產已經很遠惹
--
Tags:
遊戲機
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By Hardy
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By Agnes
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By Emily
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at 2017-07-29T11:32
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at 2017-08-28T22:23
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at 2017-09-27T12:20
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at 2017-10-01T11:53

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at 2017-10-03T16:24
at 2017-10-03T16:24

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at 2017-10-08T10:36
at 2017-10-08T10:36

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By Joseph
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By Tracy
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By Ida
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By Joe
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