消息称索尼因图像传感器产能不足,向台积电子公司追加订单
发布日期:2023-07-19 点击次数:118
IT之家 6 月 13 日消息,据钜亨网报道,消息传索尼因自家图像传感器后段产能不足,向台积电旗下的采钰扩大彩色滤光膜订单。另据业界消息,索尼进行此次采购之后,将在邻近地区进行晶圆重组,并有望把重组过程交给当地产能最大的同欣电子。对此,同欣电子表示不予置评。
供应链表示,由于新一代苹果 iPhone(iPhone 15 系列)将全面升级到 4800 万像素主摄镜头,相比当前仅由 iPhone 14 Pro / iPhone 14 Pro Max 等高端机型搭载,其需求量自然大幅提升。再加上传感器尺寸加大,导致索尼自家产能吃紧。因此,索尼继去年首次将像素层订单交给台积电生产之后,今年有兴趣进一步将后端制程扩大给外围供应商。
据业界预测,由于索尼目前最新的手机用传感器采用了堆叠式技术,其结构从以往的两层提升至三层,需要更复杂的制造工艺、流程,因此索尼将采用“双轨并进”的策略,在自身专注扩充前段产能的同时,有望扩大与台积电的合作,由台积电协助生产光电二极管、逻辑层,再将后端产能交给采钰和同欣电子完成。
IT之家注:索尼目前最新的手机 CMOS 传感器大多采用了堆叠式技术,结构上将光电二极管与放大电路进行堆叠,其优点在于可有效提升对光线的灵敏度、信噪比,大幅降低图像噪点。
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