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蘋(píng)果手機(jī)iPhone折疊屏臺(tái)積電芯片與SG2016CAN愛(ài)普生晶振X1G004801005600

2022-09-23 18:08:33 壹兆電子

蘋(píng)果手機(jī)iPhone折疊屏臺(tái)積電芯片與SG2016CAN愛(ài)普生晶振X1G004801005600

目前市場(chǎng)調(diào)研機(jī)構(gòu)數(shù)據(jù),近年來(lái)臺(tái)積電來(lái)自蘋(píng)果手機(jī)的收入比重逐漸提高.在臺(tái)積電的前十大客戶(hù)中,蘋(píng)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(ài)普生晶振可以看到蘋(píng)果在2021年貢獻(xiàn)給臺(tái)積電148億美元的營(yíng)收,其他所有客戶(hù)貢獻(xiàn)的營(yíng)收也不過(guò)420億美元,畢竟蘋(píng)果iPhone/iPadA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7nm5nm工藝,價(jià)格高,產(chǎn)量大,營(yíng)收占比自然就高出其他廠商.

QQ截圖20220923145757

時(shí)間倒回到2019,華為當(dāng)年是臺(tái)積電第二大客戶(hù),當(dāng)時(shí)蘋(píng)果營(yíng)收占比23%左右,華為占比達(dá)到了14%,如果沒(méi)有美國(guó)的限制,日產(chǎn)晶振華為近年來(lái)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(ài)普生晶振X1G004801005600,蘋(píng)果手機(jī)iPhone折疊屏晶振

愛(ài)普生有源晶振編碼 型號(hào) 頻率 長(zhǎng)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(píng)果的依賴(lài)不斷提升,考慮到2022年下半年芯片市場(chǎng)由緊缺轉(zhuǎn)向過(guò)剩,很多客戶(hù)會(huì)砍單,而蘋(píng)果受手機(jī)、PC銷(xiāo)量下滑的影響較小,預(yù)計(jì)在臺(tái)積電的營(yíng)收占比可能會(huì)進(jìn)一步提升.

2022年蘋(píng)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(wú)晶圓芯片設(shè)計(jì)公司幾乎都要依賴(lài)臺(tái)積電代工,包括蘋(píng)果、AMD、高通、聯(lián)發(fā)科、NVIDIA等等,其中蘋(píng)果當(dāng)之無(wú)愧地成為臺(tái)積電第一大客戶(hù),而且依賴(lài)程度越來(lái)越高,2021年近4成收入都來(lái)自蘋(píng)果手機(jī).

QQ截圖20220923170225

SG2016CAN愛(ài)普生晶振X1G004801005600,蘋(píng)果手機(jī)iPhone折疊屏晶振

QQ截圖20220923150151

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