Core Viewpoint - TSMC's 2nm process technology (N2) is set to enter mass production in Q4 2025, marking a significant advancement in semiconductor manufacturing technology [1][4] Group 1: Technology Advancements - The N2 process offers a performance improvement of 10% to 15% while maintaining the same power consumption levels compared to the previous N3E process [1][4] - Power consumption can be reduced by 25% to 30% at the same frequency, showcasing significant energy efficiency improvements [1][4] Group 2: Market Impact - Qualcomm's next-generation flagship mobile platform, Snapdragon 8 Elite Gen6, and MediaTek's Dimensity 9600 series will utilize TSMC's 2nm process [3][4] - The manufacturing cost for 2nm wafers is expected to exceed $30,000, nearly doubling the cost of 4nm products, which will directly affect the cost of end hardware [3][4][5] Group 3: Product Strategy - The rise in wafer prices will lead to structural adjustments in flagship smartphone product lines set to launch in the second half of 2026 [5] - Manufacturers are likely to implement differentiated strategies, with standard versions using existing 3nm platforms to control costs, while higher-end Pro and Ultra versions will adopt 2nm chips to create a performance gap [3][5] - This strategy will result in clearer tier distinctions for consumers, with standard versions offering mainstream performance at controlled prices, while high-end versions will leverage the latest technology for superior performance [4][5]

智通财经APP获悉，据报道，台积电(TSM.US)已开始通知苹果(AAPL.US)等主要客户，其先进制程芯片 将实施价格上调。 作为全球领先的芯片代工厂，台积电为苹果、英伟达(NVDA.US)、AMD(AMD.US)等多家企业提供芯片 制造服务。 截至目前，台积电尚未立即回应置评请求。 据了解，此前已有报道称，台积电从9月起陆续通知客户，自2026年1月起，5纳米以下先进制程将执行 连续四年涨价计划，报价平均涨幅约3%-5%。 台积电还表示，2纳米芯片定价将比3纳米芯片至少高出50%。这一方面源于新制程研发的巨额资本投 入，另一方面由于当前良品率尚处初级阶段，暂未采取折扣策略。 报道进一步指出，供应链预计基于2纳米工艺的旗舰移动芯片量产单价将达280美元。若成本压力未转嫁 至消费者，这将成为苹果iPhone中最昂贵的组件，并对该公司利润率产生显著影响。 报道称，尤其是对于部分客户及工艺生产线，此次涨价幅度可能最高达8%-10%。消息指出，受影响制 程主要为5纳米及以下先进节点，这些工艺广泛应用于智能手机、GPU等高端电子设备。 ...