环绕闸极(GAA)电晶体技术
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台积电芯片明年涨8-10% iPhone 18成本将大增
Jing Ji Ri Bao· 2025-11-07 23:25
Group 1 - TSMC has notified major clients, including Apple, that prices for advanced processes below 5nm will increase by approximately 8%-10% starting next year, reflecting significant capital expenditures and initial yield challenges [1] - The A20 chip for the upcoming iPhone 18 Pro series is expected to be the first product utilizing 2nm technology, with an estimated unit price of around $280, making it the most expensive component in the iPhone [1] - Analysts predict that the cost of 2nm processes will be at least 50% higher than that of 3nm processes, indicating a substantial increase in production costs for future iPhone models [1] Group 2 - TSMC is expected to implement price increases for advanced process products in 2026, continuing a trend of annual price hikes for four consecutive years, with increases projected to be in the single-digit percentage range [2] - The company has previously adjusted prices due to rising production costs, inflation, and supply-demand imbalances, maintaining a practice of annual price adjustments since 2020 [2] - Industry analysts forecast that the price increases for advanced processes in 2026 could range from 3% to 10%, reflecting ongoing production cost pressures [2]