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苹果手机iPhone折叠屏台积电芯片与SG2016CAN爱普生晶振X1G004801005600

2022-09-23 18:08:33 壹兆电子

苹果手机iPhone折叠屏台积电芯片与SG2016CAN爱普生晶振X1G004801005600

目前市场调研机构数据,近年来台积电来自苹果手机的收入比重逐渐提高.在台积电的前十大客户中,苹果手机占据其中收入的比重也从2016年的25%提高到2022年的37%.爱普生晶振可以看到苹果在2021年贡献给台积电148亿美元的营收,其他所有客户贡献的营收也不过420亿美元,毕竟苹果iPhone/iPadA系列及M1/M2系列芯片都是台积电代工,而且都是最先进的7nm5nm工艺,价格高,产量大,营收占比自然就高出其他厂商.

QQ截图20220923145757

时间倒回到2019,华为当年是台积电第二大客户,当时苹果营收占比23%左右,华为占比达到了14%,如果没有美国的限制,日产晶振华为近年来也会有大量自研芯片交由台积电代工,可惜麒麟9000之后芯片已经绝版.

SG2016CAN爱普生晶振X1G004801005600,苹果手机iPhone折叠屏晶振

爱普生有源晶振编码 型号 频率 长X宽X高 输出波 电源电压 工作温度 频差 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

在这以后台积电对苹果的依赖不断提升,考虑到2022年下半年芯片市场由紧缺转向过剩,很多客户会砍单,而苹果受手机、PC销量下滑的影响较小,预计在台积电的营收占比可能会进一步提升.

2022年苹果占据台积电收入的比重达37%台积电是全球最大也是工艺最先进的晶圆代工厂,日本进口晶振无晶圆芯片设计公司几乎都要依赖台积电代工,包括苹果、AMD、高通、联发科、NVIDIA等等,其中苹果当之无愧地成为台积电第一大客户,而且依赖程度越来越高,2021年近4成收入都来自苹果手机.

QQ截图20220923170225

SG2016CAN爱普生晶振X1G004801005600,苹果手机iPhone折叠屏晶振

QQ截图20220923150151

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