联发科2纳米芯片已完成流片 将于明年底量产

Core Insights - MediaTek has successfully completed the design tape-out of its first flagship SoC using TSMC's 2nm process, expected to enter mass production by the end of next year [1] - The 2nm process represents a significant advancement in semiconductor technology, promising enhanced performance and energy efficiency for applications such as mobile processors, generative AI, and high-performance computing [1] - TSMC's 2nm technology utilizes nanosheet transistor architecture, achieving a 1.2x increase in logic density, up to 18% performance improvement at the same power level, and a 36% reduction in power consumption at the same speed compared to the N3E process [1] Industry Context - TSMC is a leading foundry, producing chips for major tech companies, including Apple and NVIDIA, and is crucial for the production of processors used in devices like iPhones and iPads [2] - Qualcomm and MediaTek are currently competing with their next-generation flagship SoCs primarily based on TSMC's 3nm process, with competition expected to extend to the more advanced 2nm process as it matures [2] - According to Counterpoint Research, MediaTek holds the largest market share in smartphone application processors at 36%, benefiting from increased demand for entry-level and mainstream products, while Qualcomm follows with 28% and Apple at 17% [2]