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台积电3nm涨价20%!
国芯网· 2025-09-22 12:18
Core Viewpoint - The upcoming high-end Android smartphones will feature new flagship SoCs from Qualcomm and MediaTek, which will see increased prices due to higher wafer costs from TSMC's new 3nm process technology [2][4]. Group 1: Technology and Manufacturing - Qualcomm's and MediaTek's new flagship SoCs will utilize TSMC's third-generation 3nm process (N3P), which offers a 5% performance improvement at the same power level or a 5%-10% reduction in power consumption at the same frequency compared to the previous generation [2]. - TSMC has not provided discounts for the N3P process, which has seen a 20% price increase compared to the second-generation 3nm process (N3E) [4]. Group 2: Pricing and Market Impact - Qualcomm and MediaTek have raised the prices of their new flagship SoCs by 16% and 24%, respectively, to account for the increased wafer costs [4]. - The price increase for these SoCs is expected to lead to higher prices for the next generation of high-end Android smartphones [4]. - Future flagship SoCs from Qualcomm and MediaTek will transition to TSMC's next-generation 2nm process, which is anticipated to have even higher wafer prices than the 3nm process [4].