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Qualcomm is more powerful, Qualcomm is mainly strong in R&D, TSMC.
It is powerful in manufacturing, and TSMC's positioning is foundry, not designing chips.
TSMC's status and popularity in the chip manufacturing industry are very high, and TSMC, which insists on chip construction, finally caught up with Intel in 2017.
Becoming the world's first semiconductor company has given TSMC a lot of encouragement.
Qualcomm occupies a very important position in the field of chips, and even Apple and Intel are afraid of Qualcomm. If TSMC wants to break the technical barriers, produce its own chips, and want to compete with Qualcomm, then TSMC will be hurt the most, and TSMC will have a long way to go if it wants to catch up with Qualcomm.
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Qualcomm is more powerful. The advantages of Qualcomm are as follows:
1. Qualcomm is involved in a broader fieldQualcomm is a global leader in 3G, 4G and 5G technology development, and has licensed the technology to many manufacturers around the world, involving all brands of telecommunications equipment and consumer electronics equipment in the world. In China, Qualcomm has been operating for more than 20 years, and its cooperation with Chinese ecosystem partners has expanded to many industries such as smartphones, integrated circuits, Internet of Things, big data, software, and automobiles.
2. Qualcomm has more honors:Qualcomm China has been awarded the title of "China's Most Respected Enterprise" for four consecutive years, and the award, jointly sponsored by The Economic Observer and Peking University, is an authoritative award that reflects the multi-dimensional strength of enterprise operations, technological innovation, social responsibility and reputation.
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Qualcomm is a CPU design company, and TSMC is a CPU manufacturer. Qualcomm gave the design to TSMC for production. The nature of the two companies is different, and the scope of business cannot be compared.
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TSMC has a lot of strength.
1.Market share.
Advantage. Because the technology is relatively advanced, and TSMC has a good relationship with the United States, it will not be affected by lithography machines.
Because of this, TSMC has been able to achieve such a large production capacity. At present, TSMC is giving to Apple, Qualcomm, and MediaTek.
and Kirin chips as foundry, with a market share of almost 60%. Such a huge market share makes TSMC's revenue the first semiconductor design company.
2.Technological advantages. TSMC has the most advanced chip manufacturing technology in the world. TSMC's technical reserves are very sufficient, and it is now in the foundry production of 5nm chips, so it can be said that TSMC's technology represents the current mobile phone chips.
The most advanced technology, in the world, only Samsung Semiconductor can compete with TSMC.
Brief introduction. TSMC recently announced a partnership with Nanjing**.
Signed an investment agreement to spend US$3 billion to establish a 100% controlled TSMC (Nanjing) **** in Nanjing, with a 12-inch wafer under it.
factory and a design service center.
TSMC's 12-inch wafer fab in Nanjing, located in the Pukou Economic Development Zone, has a planned monthly production capacity of 20,000 12-inch wafers, and is expected to start production of 16nm process in the second half of 2018. TSMC began mass production of 16nm process last year and currently accounts for more than half of the global market for 14 16nm wafers, and is expected to increase its share of the 16nm process market significantly this year.
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TSMC is one of MediaTek's leading wafer vendors.
That is, the chips designed by MediaTek are first produced by wafer manufacturers (TSMC, UMC, etc.), then transferred to packaging factories for packaging, and finally transferred to test factories for testing, and then shipped.
At present, many IC design factories ship after this process. The IC design company is only responsible for the design, and all other production tests are outsourced.
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TSMC is a little better.
Qualcomm and TSMC are both great companies that have played a pivotal role in the mobile Internet era. Qualcomm mainly designs chips, and TSMC mainly manufactures chips. The companies that can design 5nm chips include Samsung, Jiju Apple, Qualcomm Hanbian, Huawei, etc., but only TSMC and Samsung can manufacture 5nm chips.
Therefore, in terms of the current demand for chips in mobile devices, TSMC is better.
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Why didn't 888 choose TSMC, it's not that I don't want to, but I can't.
Sun Dazhuang. Front-end Product Engineer, Data Analyst, Master of Computer Science.
2020 was an extremely unsmooth year, but the Xiaomi 11, which should have been released by Bridge Fiber in 21, was released at the end of 20.
Apple, which also has a must-have development conference every 9 every year, has postponed the release of new products by a month.
One is October 13 and the other is December 28.
To be precise: one is that the A14 chip and iPhone 13 were released on 13/12/20.
The other is the release of the Snapdragon 888 on December 2, 20, and the release of the Xiaomi 11, the world's first mobile phone equipped with 888, was released on December 28, with an interval of less than a month. Macro no.
These two dates are so close that some readers may understand why the Snapdragon 888 did not choose TSMC.
It's not that I don't want to make 888 for you, but the mourning family is doing a14, and I can't pull away. TSMC said helplessly.
So why is this happening, A14 really eats all of TSMC's 5nm production capacity?
He really can. First of all, the sales of iPhone 12 in the fourth quarter of this year skyrocketed. In the fourth quarter, in just this quarter (less than 3 months), 79.99 million units were sold, what a dreading silver.
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The two of them are not the same species.
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