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和讯投顾田越滢:周末几个重要消息,与半导体领域相关
Sou Hu Cai Jing· 2025-08-18 01:12
8月17日,和讯投顾田越滢称,这周末有几个重要消息与半导体领域相关。其一,华为麒麟芯片时隔5年 正式回归,这意味着我们在芯片的封装、制造、设计环节都开始实现自主可控,对我们而言是重大利 好。其二,美方称下周将对半导体征收关税,这反而对半导体自主可控、国产替代方向构成利好。此 外,央行表示将落实落细适度宽松的货币政策,这不禁让人猜测降息是否越来越近了,对我们而言同样 是好消息。 ...
华为麒麟芯片,全球第六
半导体芯闻· 2025-03-28 10:01
Group 1 - The core viewpoint of the article highlights that MediaTek is expected to maintain its leadership in the global smartphone processor market with a 34% market share in Q4 2024, followed by Apple at 23% and Qualcomm at 21% [1] - Samsung's market share has declined to 4% in Q4 2024, down from 5% in Q3 2024, indicating a significant downturn [1] - Samsung's Galaxy S25 series will exclusively use Qualcomm's Snapdragon 8 Elite chip due to poor yield rates of its second-generation 3nm process, which hindered the supply of its Exynos processors [1] Group 2 - There are rumors that Samsung is attempting to reduce its reliance on Qualcomm's Snapdragon processors, with the Galaxy Z Flip FE potentially being the first foldable device to use an Exynos processor if yield rates meet expectations [1] - Huawei's Kirin chip ranks sixth globally, despite facing various restrictions [2]