据设备厂商本月26日透露,最近联电将其65nm晶圆订单价下调至4500美金每片,这个价格比对手台积电公司同样规格的产品要低10%。据称联电的调价举动有可能将台积电主要客户高通,博通以及联发科等吸引到自己的客户群中。
今年二季度,联电公司65nm制程业务的营收额占总营收额的12%左右,而一季度则占11%。同时二季度通信相关产品代工业务比例也上升了5个百分点。
TSMC, UMC: Revenues, Sep 2008 - Sep 2009 (NT$m) | |||||
Month |
UMC |
TSMC | |||
Sales |
Y/Y |
Sales |
Y/Y | ||
Sep-09 |
9,535 |
18.4% |
28,024 |
(0.8%) | |
Aug-09 |
9,062 |
11% |
28,888 |
(6.8%) | |
Jul-09 |
8,810 |
3.2% |
30,279 |
(1.9%) | |
Jun-09 |
8,236 |
1.6% |
25,778 |
(9.6%) | |
May-09 |
7,514 |
(12.7%) |
24,474 |
(15.6%) | |
Apr-09 |
6,877 |
(19.3%) |
21,745 |
(22.6%) | |
Mar-09 |
4,541 |
(46.6%) |
13,619 |
(48.7%) | |
Feb-09 |
3,144 |
(56.9%) |
11,504 |
(59.5%) | |
Jan-09 |
3,153 |
(61.6%) |
12,436 |
(58.9%) | |
Dec-08 |
4,610 |
(45.5%) |
13,161 |
(54.8%) | |
Nov-08 |
6,025 |
(33.3%) |
19,295 |
(36%) | |
Oct-08 |
7,907 |
(21.9%) |
28,371 |
(10.6%) | |
Sep-08 |
8,052 |
(23.6%) |
28,252 |
(1.4%) |
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