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Your Current Location :Home » News » Industry  » Qualcomm's 5nm switch to TSMC

Qualcomm's 5nm switch to TSMC

Source: Time:2020-08-13 00:00:08 views:

EETOP source cited Taiwan media Zhongshi News, the mobile phone chip manufacturer Qualcomm’s new 5G baseband chip X60 and high-end 5G mobile phone system-on-chip (SoC) Snapdragon 875 originally used Samsung's foundry 5nm process, and will be at the end of the year. Before entering the mass production stage, Qualcomm will transfer 5nm orders to TSMC due to its capacity arrangements.

Industry insiders pointed out that the transfer of orders to TSMC requires a redesign of the mask, and the lead time may be more than half a year. The 5nm chips transferred to TSMC are expected to be shipped in the second half of next year.

Main reason: consideration of capacity allocation

Qualcomm’s next-generation 5G baseband chip X60 and high-end 5G mobile phone chip Snapdragon 875 are expected to be produced by Samsung’s foundry in the 5nm process in the second half of this year. However, news came out on the 4th, pointing out that Qualcomm will change 5nm chips will be transferred to TSMC. Among them, X60 chips will be fully produced by TSMC 5nm. Snapdragon 875 may maintain the simultaneous production of TSMC and Samsung foundry. TSMC does not comment on market rumors and customer orders; Qualcomm does not comment on market rumors.

The industry said that because the 5-nanometer process of Samsung's foundry and TSMC are different, Qualcomm will transfer the wafers originally produced by Samsung's foundry to TSMC. The photomask will need to be redesigned, and it will take at least half a year. About time. From this point of view, Qualcomm is now beginning to reopen the mask, and the time for TSMC’s 5nm film projection should fall after the first quarter of next year. After the chip is packaged and tested, the shipment time will fall approximately at the end of the second quarter or third next year. The beginning of the season.

Apple's all-inclusive 5nm production capacity this year

TSMC will be fully loaded with 5nm in the second half of the year. In addition to producing the A14 application processor for the iPhone 12 for Apple, it will also produce the Arm architecture A14X processor for use in Macbooks in the fourth quarter. The Huawei HiSilicon Kirin 1020 series mobile phone chips that TSMC has pre-launched before the Huawei ban will be shipped within a 120-day grace period. After September 14th, Huawei HiSilicon can no longer entrust TSMC to produce chips. The 5nm production capacity is equal to All covered by Apple.

TSMC’s 5nm production capacity will remain fully loaded in the first half of next year. In addition to Apple’s A14/A14X foundry orders, Qualcomm’s 5G baseband chip X60 and high-end 5G mobile phone chip Snapdragon 875 produced by TSMC’s 5nm production will also start to invest. As for the MediaTek Dimensity 2000 series, mass production will begin using TSMC’s 5nm process.

Next year, Supermicro will also start using TSMC’s 5nm to produce Zen 4 architecture processors and RDNA 3 architecture graphics chips. Supermicro’s first 5nm chip is the Zen 4 architecture server processor code-named Genoa, which is expected to enter production in the second half of 2021. 

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