蘋果手機(jī)iPhone折疊屏臺(tái)積電芯片與SG2016CAN愛普生晶振X1G004801005600

2022-09-23 18:08:33 壹兆電子

蘋果手機(jī)iPhone折疊屏臺(tái)積電芯片與SG2016CAN愛普生晶振X1G004801005600

目前市場調(diào)研機(jī)構(gòu)數(shù)據(jù),近年來臺(tái)積電來自蘋果手機(jī)的收入比重逐漸提高.在臺(tái)積電的前十大客戶中,蘋果手機(jī)占據(jù)其中收入的比重也從2016年的25%提高到2022年的37%.愛普生晶振可以看到蘋果在2021年貢獻(xiàn)給臺(tái)積電148億美元的營收,其他所有客戶貢獻(xiàn)的營收也不過420億美元,畢竟蘋果iPhone/iPad的A系列及M1/M2系列芯片都是臺(tái)積電代工,而且都是最先進(jìn)的7nm、5nm工藝,價(jià)格高,產(chǎn)量大,營收占比自然就高出其他廠商.

時(shí)間倒回到2019年,華為當(dāng)年是臺(tái)積電第二大客戶,當(dāng)時(shí)蘋果營收占比23%左右,華為占比達(dá)到了14%,如果沒有美國的限制,日產(chǎn)晶振華為近年來也會(huì)有大量自研芯片交由臺(tái)積電代工,可惜麒麟9000之后芯片已經(jīng)絕版.

SG2016CAN愛普生晶振X1G004801005600,蘋果手機(jī)iPhone折疊屏晶振

愛普生有源晶振編碼	型號(hào)	頻率	長X寬X高	輸出波	電源電壓	工作溫度	頻差	最大值
X1G004801004600	SG2016CAN	8.000000MHz	2.00x1.60x0.70mm	CMOS	1.600to3.630V	-40to105°C	+/-50ppm	≤1.8mA
X1G004801004900	SG2016CAN	4.000000MHz	2.00x1.60x0.70mm	CMOS	1.600to3.630V	-40to105°C	+/-50ppm	≤1.8mA
X1G004801005000	SG2016CAN	12.000000MHz	2.00x1.60x0.70mm	CMOS	1.600to3.630V	-20to70°C	+/-25ppm	≤1.8mA
X1G004801005100	SG2016CAN	12.000000MHz	2.00x1.60x0.70mm	CMOS	1.600to3.630V	-40to105°C	+/-50ppm	≤1.8mA
X1G004801005200	SG2016CAN	12.288000MHz	2.00x1.60x0.70mm	CMOS	1.600to3.630V	-20to70°C	+/-25ppm	≤1.8mA
X1G004801005300	SG2016CAN	12.288000MHz	2.00x1.60x0.70mm	CMOS	1.600to3.630V	-40to105°C	+/-50ppm	≤1.8mA
X1G004801005400	SG2016CAN	14.745600MHz	2.00x1.60x0.70mm	CMOS	1.600to3.630V	-40to85°C	+/-50ppm	≤1.8mA
X1G004801005500	SG2016CAN	14.745600MHz	2.00x1.60x0.70mm	CMOS	1.600to3.630V	-40to105°C	+/-50ppm	≤1.8mA
X1G004801005600	SG2016CAN	16.000000MHz	2.00x1.60x0.70mm	CMOS	1.600to3.630V	-40to105°C	+/-50ppm	≤1.8mA
X1G004801005700	SG2016CAN	20.000000MHz	2.00x1.60x0.70mm	CMOS	1.600to3.630V	-20to70°C	+/-25ppm	≤1.8mA
X1G004801005800	SG2016CAN	20.000000MHz	2.00x1.60x0.70mm	CMOS	1.600to3.630V	-40to85°C	+/-50ppm	≤1.8mA
X1G004801005900	SG2016CAN	24.000000MHz	2.00x1.60x0.70mm	CMOS	1.600to3.630V	-20to70°C	+/-25ppm	≤2.2mA
X1G004801006000	SG2016CAN	24.576000MHz	2.00x1.60x0.70mm	CMOS	1.600to3.630V	-40to85°C	+/-50ppm	≤2.2mA
X1G004801006100	SG2016CAN	27.000000MHz	2.00x1.60x0.70mm	CMOS	1.600to3.630V	-40to85°C	+/-50ppm	≤2.2mA
X1G004801006200	SG2016CAN	32.000000MHz	2.00x1.60x0.70mm	CMOS	1.600to3.630V	-40to85°C	+/-50ppm	≤2.2mA
X1G004801006300	SG2016CAN	32.000000MHz	2.00x1.60x0.70mm	CMOS	1.600to3.630V	-40to105°C	+/-50ppm	≤2.2mA
X1G004801006400	SG2016CAN	33.330000MHz	2.00x1.60x0.70mm	CMOS	1.600to3.630V	-40to85°C	+/-50ppm	≤2.2mA
X1G004801006500	SG2016CAN	33.330000MHz	2.00x1.60x0.70mm	CMOS	1.600to3.630V	-40to105°C	+/-50ppm	≤2.2mA
X1G004801006600	SG2016CAN	33.333300MHz	2.00x1.60x0.70mm	CMOS	1.600to3.630V	-40to105°C	+/-50ppm	≤2.2mA
X1G004801006700	SG2016CAN	40.000000MHz	2.00x1.60x0.70mm	CMOS	1.600to3.630V	-40to85°C	+/-50ppm	≤2.2mA
X1G004801006800	SG2016CAN	48.000000MHz	2.00x1.60x0.70mm	CMOS	1.600to3.630V	-20to70°C	+/-25ppm	≤2.6mA
X1G004801006900	SG2016CAN	48.000000MHz	2.00x1.60x0.70mm	CMOS	1.600to3.630V	-40to105°C	+/-50ppm	≤2.6mA
X1G004801007000	SG2016CAN	50.000000MHz	2.00x1.60x0.70mm	CMOS	1.600to3.630V	-20to70°C	+/-25ppm	≤2.6mA
X1G004801007100	SG2016CAN	72.000000MHz	2.00x1.60x0.70mm	CMOS	1.710to3.630V	-20to70°C	+/-25ppm	≤3.0mA
X1G004801007200	SG2016CAN	72.000000MHz	2.00x1.60x0.70mm	CMOS	1.710to3.630V	-40to85°C	+/-50ppm	≤3.0mA
X1G004801007300	SG2016CAN	72.000000MHz	2.00x1.60x0.70mm	CMOS	2.250to3.630V	-40to105°C	+/-50ppm	≤3.0mA
X1G004801007600	SG2016CAN	32.000000MHz	2.00x1.60x0.70mm	CMOS	1.600to3.630V	-20to70°C	+/-25ppm	≤2.2mA
X1G004801007700	SG2016CAN	26.000000MHz	2.00x1.60x0.70mm	CMOS	1.600to3.630V	-20to70°C	+/-25ppm	≤2.2mA

在這以后臺(tái)積電對(duì)蘋果的依賴不斷提升,考慮到2022年下半年芯片市場由緊缺轉(zhuǎn)向過剩,很多客戶會(huì)砍單,而蘋果受手機(jī)、PC銷量下滑的影響較小,預(yù)計(jì)在臺(tái)積電的營收占比可能會(huì)進(jìn)一步提升.

2022年蘋果占據(jù)臺(tái)積電收入的比重達(dá)37%臺(tái)積電是全球最大也是工藝最先進(jìn)的晶圓代工廠,日本進(jìn)口晶振無晶圓芯片設(shè)計(jì)公司幾乎都要依賴臺(tái)積電代工,包括蘋果、AMD、高通、聯(lián)發(fā)科、NVIDIA等等,其中蘋果當(dāng)之無愧地成為臺(tái)積電第一大客戶,而且依賴程度越來越高,2021年近4成收入都來自蘋果手機(jī).