{"id":2695,"date":"2024-10-14T12:00:10","date_gmt":"2024-10-14T04:00:10","guid":{"rendered":"https:\/\/depend-ele.com\/?p=2695"},"modified":"2024-10-14T12:00:14","modified_gmt":"2024-10-14T04:00:14","slug":"%e4%b8%80%e5%91%a8%e8%8a%af%e9%97%bb%e4%b8%a8ai%e5%8a%a0%e9%80%9f%e5%99%a8%e8%a7%84%e6%a8%a1%e6%bf%80%e5%a2%9e%ef%bc%9b%e6%b1%bd%e8%bd%a6%e8%a1%8c%e4%b8%9a%e6%8e%a8%e5%8a%a8soc","status":"publish","type":"post","link":"https:\/\/depend-ele.com\/zh\/%e4%b8%80%e5%91%a8%e8%8a%af%e9%97%bb%e4%b8%a8ai%e5%8a%a0%e9%80%9f%e5%99%a8%e8%a7%84%e6%a8%a1%e6%bf%80%e5%a2%9e%ef%bc%9b%e6%b1%bd%e8%bd%a6%e8%a1%8c%e4%b8%9a%e6%8e%a8%e5%8a%a8soc\/","title":{"rendered":"\u4e00\u5468\u201c\u82af\u95fb\u201d\u4e28AI\u52a0\u901f\u5668\u89c4\u6a21\u6fc0\u589e\uff1b\u6c7d\u8f66\u884c\u4e1a\u63a8\u52a8SoC\u82af\u7247\u5e02\u573a\u9ad8\u901f\u589e\u957f..."},"content":{"rendered":"<!-- wp:paragraph -->\n<p>2024\u5e7410\u670814\u65e5\uff0c\u5f97\u670b\u7535\u5b50\uff08DEPEND\uff09\u4e3a\u60a8\u64ad\u62a5\u534a\u5bfc\u4f53\u5e02\u573a\u201c\u4e00\u5468\u82af\u95fb\u201d\u3002\u534a\u5bfc\u4f53\u5e02\u573a\u589e\u957f\u5f3a\u52b2\uff0cSoC\u82af\u7247\u5e02\u573a\u53d7\u6c7d\u8f66\u548c\u7269\u8054\u7f51\u63a8\u52a8\u9700\u6c42\u6fc0\u589e\uff0c\u8054\u53d1\u79d1\u63a8\u51fa\u5929\u73919400\u7cfb\u5217\u82af\u7247\u7ec4\uff0c\u652f\u6301\u672c\u5730AI\u6a21\u578b\u8fd0\u884c\uff0c\u65b0\u6280\u672f\u548c\u4ea7\u54c1\u63a8\u52a8\u884c\u4e1a\u53d1\u5c55\u3002<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading -->\n<h2 class=\"wp-block-heading\"><strong>1.\u00a0<\/strong>SoC\u82af\u7247\u5e02\u573a\u52302029\u5e74\u5c06\u7a81\u78342000\u4ebf\u7f8e\u5143<\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>10\u67087\u65e5\uff0c\u6839\u636eMarketsandMarkets \u7684\u6700\u65b0\u62a5\u544a\uff0cSoC\u7684\u5e02\u573a\u89c4\u6a21\u9884\u8ba1\u5c06\u4ece 2024 \u5e74\u7684 1384.6 \u4ebf\u7f8e\u5143\u589e\u957f\u5230 2029 \u5e74\u7684 2059.7 \u4ebf\u7f8e\u5143\uff0c\u5e74\u590d\u5408\u589e\u957f\u7387 CAGR\u4e3a 8.3%\u3002SoC\u5e02\u573a\u7684\u589e\u957f\u4e3b\u8981\u662f\u7531\u6c7d\u8f66\u884c\u4e1aSoC\u7684\u589e\u957f\u8d8b\u52bf\u4ee5\u53ca\u7269\u8054\u7f51\u548c\u8fde\u63a5\u8bbe\u5907\u7684\u91c7\u7528\u63a8\u52a8\u7684\uff0c\u8fd9\u9700\u8981SoC\u8fdb\u884c\u5b9e\u65f6\u5904\u7406\u3002\u6b64\u5916\uff0c\u4eba\u5de5\u667a\u80fd\u548c\u673a\u5668\u5b66\u4e60\u6280\u672f\u7684\u666e\u53ca\u9884\u8ba1\u5c06\u523a\u6fc0\u5bf9 SoC \u7684\u9700\u6c42\u3002<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading -->\n<h2 class=\"wp-block-heading\"><strong>2. SIA\uff1a8\u6708\u4efd\u5168\u7403\u534a\u5bfc\u4f53\u9500\u552e\u989d\u540c\u6bd4\u589e\u957f20.6%<\/strong><\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>\u6839\u636e\u534a\u5bfc\u4f53\u884c\u4e1a\u534f\u4f1a\uff08SIA\uff09\u6700\u8fd1\u53d1\u5e03\u7684\u62a5\u544a\uff0c2024\u5e748\u6708\u5168\u7403\u534a\u5bfc\u4f53\u9500\u552e\u989d\u8fbe\u5230\u4e86531\u4ebf\u7f8e\u5143\uff0c\u76f8\u8f83\u4e8e2023\u5e748\u6708\u7684440\u4ebf\u7f8e\u5143\uff0c\u589e\u957f\u4e8620.6%\u3002\u4e0e2023\u5e748\u6708\u768451.3\u4ebf\u7f8e\u5143\u76f8\u6bd4\uff0c\u4e5f\u5b9e\u73b0\u4e863.5%\u7684\u589e\u957f\u3002\u9884\u8ba1\u52302024\u5e747\u6708\uff0c\u9500\u552e\u989d\u5c06\u8fbe\u523010\u4ebf\u7f8e\u5143\u3002SIA\u7684\u603b\u88c1\u517c\u9996\u5e2d\u6267\u884c\u5b98John Neuffer\u8868\u793a\uff1a\u201c2024\u5e748\u6708\uff0c\u5168\u7403\u534a\u5bfc\u4f53\u5e02\u573a\u7ee7\u7eed\u4fdd\u6301\u663e\u8457\u589e\u957f\uff0c\u521b\u4e0b\u4e868\u6708\u4efd\u7684\u5386\u53f2\u6700\u9ad8\u9500\u552e\u989d\u8bb0\u5f55\u3002\u6b64\u5916\uff0c\u73af\u6bd4\u9500\u552e\u989d\u5df2\u7ecf\u8fde\u7eed\u7b2c\u4e94\u4e2a\u6708\u589e\u957f\u3002\u201d<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>\u4ed6\u8fd8\u63d0\u5230\uff1a\u201c\u5728\u7f8e\u6d32\u9500\u552e\u989d\u540c\u6bd4\u589e\u957f43.9%\u7684\u5e26\u52a8\u4e0b\uff0c\u540c\u6bd4\u9500\u552e\u989d\u589e\u957f\u5e45\u5ea6\u8fbe\u5230\u4e862022\u5e744\u6708\u4ee5\u6765\u7684\u6700\u9ad8\u6c34\u5e73\u3002\u540c\u65f6\uff0c\u8fd9\u4e5f\u662f\u81ea2023\u5e7410\u6708\u4ee5\u6765\uff0c\u5168\u7403\u6240\u6709\u5730\u533a\u7684\u6708\u5ea6\u9500\u552e\u989d\u9996\u6b21\u51fa\u73b0\u589e\u957f\u3002\u201d<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading -->\n<h2 class=\"wp-block-heading\"><strong>3. \u745e\u8428\u7535\u5b50\u4ee5 3600 \u4e07\u7f8e\u5143\u51fa\u552e\u5c04\u9891\u4e1a\u52a1<\/strong><\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>\u745e\u8428\u7535\u5b50\u5df2\u540c\u610f\u5c06\u5176\u5c04\u9891\u5143\u4ef6\u90e8\u95e8\u4ee53600\u4e07\u7f8e\u5143\u7684\u4ef7\u683c\u51fa\u552e\u7ed9\u5370\u5ea6CG Power\u516c\u53f8\u3002\u8fd9\u9879\u4ea4\u6613\u4e8e10\u6708\u521d\u5ba3\u5e03\uff0c\u6807\u5fd7\u7740CG Power\u5411\u534a\u5bfc\u4f53\u8bbe\u8ba1\u884c\u4e1a\u7684\u6269\u5f20\uff0c\u8be5\u884c\u4e1a\u5728\u5168\u7403\u8303\u56f4\u5185\u6b63\u5feb\u901f\u589e\u957f\u3002\u6b64\u6b21\u6536\u8d2d\u5c06\u901a\u8fc7CG Power\u7684\u4e00\u5bb6\u6216\u591a\u5bb6\u5b50\u516c\u53f8\u8fdb\u884c\uff0c\u6d89\u53ca\u7684\u8d44\u4ea7\u5305\u62ec\u8bbe\u5907\u3001\u77e5\u8bc6\u4ea7\u6743\u3001\u5e93\u5b58\u3001\u5ba2\u6237\u5408\u540c\u4ee5\u53ca\u67d0\u4e9b\u53ef\u8f6c\u79fb\u7684\u5458\u5de5\u7b49\u3002\u745e\u8428\u7535\u5b50\u7684\u5c04\u9891\u4e1a\u52a1\u57282023\u5e74\u521b\u9020\u4e86\u7ea65600\u4e07\u7f8e\u5143\u7684\u6536\u5165\u3002<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading -->\n<h2 class=\"wp-block-heading\"><strong>4. <\/strong>\u8054\u53d1\u79d1\u63a8\u51fa\u5929\u73919400\u7cfb\u5217\u82af\u7247\u7ec4\uff0c\u652f\u6301\u672c\u5730\u8fd0\u884cAI\u6a21\u578b<\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>10\u67089\u65e5\u636e\u76f8\u5173\u65b0\u95fb\u62a5\u9053\uff0c\u8054\u53d1\u79d1\u6280\u8fd1\u65e5\u5ba3\u5e03\u6b63\u5f0f\u63a8\u51fa\u5929\u73919400\u7cfb\u5217\u82af\u7247\u7ec4\uff0c\u8fd9\u6807\u5fd7\u7740\u5b89\u5353\u9996\u6b3e3\u7eb3\u7c73\u65d7\u8230\u82af\u7247\u7684\u95ee\u4e16\u3002\u8be5\u7cfb\u5217\u57fa\u4e8e\u53f0\u79ef\u7535\u76843\u7eb3\u7c73\u5de5\u827a\u5236\u9020\uff0c\u91c7\u7528\u5168\u5927\u6838\u5fc3\u8bbe\u8ba1\uff0c\u91cd\u70b9\u5f3a\u5316\u4e86\u751f\u6210\u5f0fAI\u7684\u80fd\u529b\u3002\u5929\u73919400\u7cfb\u5217\u7684\u63a8\u51fa\uff0c\u662f\u8054\u53d1\u79d1\u5728\u5168\u5927\u6838\u5fc3\u8bbe\u8ba1\u4e0a\u7684\u8fdb\u4e00\u6b65\u53d1\u5c55\uff0c\u8fd9\u79cd\u8bbe\u8ba1\u901a\u8fc7\u51cf\u5c11\u5c0f\u6838\u5fc3\uff0c\u63d0\u9ad8\u82af\u7247\u7684\u6574\u4f53\u6027\u80fd\uff0c\u5c24\u5176\u662f\u5728AI\u65f6\u4ee3\uff0c\u80fd\u591f\u63d0\u4f9b\u66f4\u5f3a\u7684\u6027\u80fd\u548c\u7b97\u529b\uff0c\u4e3a\u751f\u6210\u5f0fAI\u6a21\u578b\u7684\u8bbe\u5907\u7aef\u6570\u636e\u5904\u7406\u63d0\u4f9b\u66f4\u6709\u529b\u7684\u652f\u6301\u3002<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading -->\n<h2 class=\"wp-block-heading\">5. <strong>Amkor \u4e0e\u53f0\u79ef\u7535\u5408\u4f5c\u5728\u7f8e\u56fd\u751f\u4ea7 Apple A16 \u82af\u7247<\/strong><\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>10\u670811\u65e5\u636e SemiMedia\u62a5\u9053\uff0c\u5168\u7403\u534a\u5bfc\u4f53\u5c01\u88c5\u548c\u6d4b\u8bd5\u9886\u57df\u7684\u9886\u5bfc\u8005Amkor\u6700\u8fd1\u5ba3\u5e03\u4e0e\u53f0\u79ef\u7535 ( TSMC ) \u7b7e\u7f72\u8c05\u89e3\u5907\u5fd8\u5f55 (MoU)\uff0c\u5728\u4e9a\u5229\u6851\u90a3\u5dde\u63d0\u4f9b\u5148\u8fdb\u7684\u5c01\u88c5\u548c\u6d4b\u8bd5\u670d\u52a1\u3002\u6b64\u6b21\u5408\u4f5c\u5c06\u5305\u62ec\u96c6\u6210\u6247\u51fa\uff08InFO\uff09\u548c\u57fa\u677f\u4e0a\u6676\u5706\u82af\u7247\uff08CoWoS\uff09\u7b49\u6280\u672f\uff0c\u65e8\u5728\u52a0\u5f3a\u5f53\u5730\u534a\u5bfc\u4f53\u751f\u6001\u7cfb\u7edf\u3002<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>\u4e1a\u5185\u6d88\u606f\u4eba\u58eb\u79f0\uff0c\u53f0\u79ef\u7535\u4f4d\u4e8e\u4e9a\u5229\u6851\u90a3\u5dde\u7684\u7b2c\u4e00\u5bb6\u5de5\u5382\u5c06\u5728Amkor\u5916\u5305\u534a\u5bfc\u4f53\u7ec4\u88c5\u548c\u6d4b\u8bd5 (OSAT) \u670d\u52a1\u7684\u652f\u6301\u4e0b\u5927\u89c4\u6a21\u751f\u4ea7 4nm \u82af\u7247\u3002\u6b64\u4e3e\u7b26\u5408\u7f8e\u56fd\u300a\u82af\u7247\u6cd5\u6848\u300b\u5148\u8fdb\u82af\u7247\u5236\u9020\u672c\u5730\u5316\u7684\u76ee\u6807\u3002<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading -->\n<h2 class=\"wp-block-heading\"><strong>6. AI\u5e02\u573a\u5c06\u8fce\u6765\u7206\u53d1\u5f0f\u589e\u957f\uff0c\u9884\u8ba12028\u5e74\u89c4\u6a21\u5c06\u8fbe5000\u4ebf\u7f8e\u5143<\/strong><\/h2>\n<!-- \/wp:heading -->\n\n<!-- wp:paragraph -->\n<p>\u6570\u636e\u4e2d\u5fc3AI\u52a0\u901f\u5668\u5e02\u573a\u524d\u666f\u5341\u5206\u4e50\u89c2\uff0cAMD\u8463\u4e8b\u957f\u517cCEO\u82cf\u59ff\u4e30\u518d\u6b21\u66f4\u65b0\u4e86\u5bf9\u76f8\u5173\u6f5c\u5728\u5e02\u573a\u89c4\u6a21\uff08TAM\uff09\u7684\u9884\u6d4b\u3002\u5979\u9884\u8ba1\u52302028\u5e74\uff0c\u6570\u636e\u4e2d\u5fc3AI\u52a0\u901f\u5668\u7684TAM\u5c06\u8fbe\u52305000\u4ebf\u7f8e\u5143\uff0c\u4ece2023\u5e74\u52302028\u5e74\u95f4\u7684\u76f8\u5173\u5e74\u590d\u5408\u589e\u957f\u7387\u5c06\u8d85\u8fc760%\u3002<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>\u7f8e\u56fd\u65f6\u95f410\u65e5\uff0cAMD\u5728\u65e7\u91d1\u5c71\u4e3e\u884c\u4e86\u201cADVANCING AI 2024\u201d\u6d3b\u52a8\uff0c\u5e76\u53d1\u5e03\u4e86\u591a\u6b3e\u65b0\u4ea7\u54c1\u3002\u82cf\u59ff\u4e30\u9884\u8ba1\uff0c\u968f\u7740AI\u9700\u6c42\u7684\u6301\u7eed\u589e\u957f\uff0c\u6574\u4e2a\u884c\u4e1a\u5bf9AI\u6280\u672f\u7684\u91c7\u7528\u624d\u521a\u521a\u5f00\u59cb\u3002\u6574\u4f53AI\u82af\u7247\u5e02\u573a\u6b63\u4ee5\u6bcf\u5e7460%\u7684\u590d\u5408\u589e\u957f\u7387\u6269\u5f20\uff0c\u9884\u8ba1\u52302028\u5e74\u5c06\u8fbe\u52305000\u4ebf\u7f8e\u5143\u3002\u6b64\u524d\uff0c\u82cf\u59ff\u4e30\u66fe\u9884\u6d4b\uff0c\u52302027\u5e74AI\u82af\u7247\u7684\u5e02\u573a\u89c4\u6a21\u5c06\u8fbe\u52304000\u4ebf\u7f8e\u5143\u3002<\/p>\n<!-- \/wp:paragraph -->","protected":false},"excerpt":{"rendered":"2024\u5e7410\u670814\u65e5\uff0c\u5f97\u670b\u7535\u5b50\uff08DEPEND\uff09\u4e3a\u60a8\u64ad\u62a5\u534a\u5bfc\u4f53\u5e02\u573a\u201c\u4e00\u5468\u82af\u95fb\u201d\u3002\u534a\u5bfc\u4f53\u5e02\u573a\u589e\u957f\u5f3a\u52b2\uff0cSoC\u82af\u7247\u5e02\u573a\u53d7\u6c7d\u8f66\u548c\u7269\u8054\u7f51\u63a8\u52a8\u9700\u6c42\u6fc0\u589e\uff0c\u8054\u53d1\u79d1\u63a8\u51fa\u5929\u73919400\u7cfb\u5217\u82af\u7247\u7ec4\uff0c\u652f\u6301\u672c\u5730AI\u6a21\u578b\u8fd0\u884c\uff0c\u65b0\u6280\u672f\u548c\u4ea7\u54c1\u63a8\u52a8\u884c\u4e1a\u53d1\u5c55\u3002","protected":false},"author":4,"featured_media":2696,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[7],"tags":[367,322],"class_list":["post-2695","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news","tag-367","tag-322"],"_links":{"self":[{"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/posts\/2695","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/comments?post=2695"}],"version-history":[{"count":1,"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/posts\/2695\/revisions"}],"predecessor-version":[{"id":2697,"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/posts\/2695\/revisions\/2697"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/media\/2696"}],"wp:attachment":[{"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/media?parent=2695"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/categories?post=2695"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/depend-ele.com\/zh\/wp-json\/wp\/v2\/tags?post=2695"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}