高通与联发科明年新挑战：2nm与LPDDR6太贵

Core Insights - Qualcomm and MediaTek are preparing to launch their flagship chips, Snapdragon 8 Elite Gen 6 and Dimensity 9600, while facing rising DRAM prices, particularly for LPDDR6 RAM, which may limit its availability to only the Pro versions of these chipsets [2][3] - The increase in memory costs is expected to negatively impact flagship devices in 2026, as both companies will have to either reduce profits or push their smartphone partners to raise prices [3][4] - Qualcomm's Snapdragon 8 Elite Gen 6 will have two versions, with only one supporting LPDDR6 RAM, while MediaTek's Dimensity 9600 will have a single version [2][3] Pricing and Production Insights - The estimated cost for each wafer from TSMC's 2nm process is around $30,000, which adds to the financial pressure on Qualcomm and MediaTek [3] - There are rumors that Chinese memory manufacturers are preparing for mass production of the new DRAM technology, which could provide some pricing negotiation leverage for Qualcomm and MediaTek [2] - Memory prices are expected to stabilize starting in 2027, potentially making smartphones with Snapdragon 8 Elite Gen 7 and Dimensity 9700 more affordable [3] Performance Insights - The N2P node from TSMC offers only a 5% performance improvement over the N2 node, yet Qualcomm and MediaTek aim to gain an edge over Apple, even if it results in higher prices for their Snapdragon 8 Elite Gen 6 and Dimensity 9600 [4]